What users are saying about
4 Ratings
4 Ratings
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Score 8.9 out of 100
2 Ratings
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Score 4 out of 100

Likelihood to Recommend

17hats

It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Erika Tebbens | TrustRadius Reviewer

Talisma Social CRM

If your company has a lot of data and needs a way to parse through it on a regular basis, Talisma is the software for you. If you want an easy to use system that has pretty graphics and a great user interface, look at other tools to see if you can find a better one.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.4
Talisma Social CRM
5.6
Customer data management / contact management
17hats
9.7
Talisma Social CRM
8.0
Workflow management
17hats
9.7
Talisma Social CRM
6.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Talisma Social CRM
3.0
Contract management
17hats
10.0
Talisma Social CRM
4.0
Quote & order management
17hats
10.0
Talisma Social CRM
5.0
Interaction tracking
17hats
8.0
Talisma Social CRM
9.0
Territory management
17hats
Talisma Social CRM
6.0
Opportunity management
17hats
Talisma Social CRM
4.0
Channel / partner relationship management
17hats
Talisma Social CRM
5.0

Customer Service & Support

17hats
8.0
Talisma Social CRM
4.7
Case management
17hats
8.0
Talisma Social CRM
3.0
Call center management
17hats
Talisma Social CRM
5.0
Help desk management
17hats
Talisma Social CRM
6.0

Marketing Automation

17hats
8.0
Talisma Social CRM
4.0
Lead management
17hats
8.0
Talisma Social CRM
5.0
Email marketing
17hats
Talisma Social CRM
3.0

CRM Project Management

17hats
9.5
Talisma Social CRM
6.0
Task management
17hats
9.0
Talisma Social CRM
7.0
Billing and invoicing management
17hats
10.0
Talisma Social CRM
4.0
Reporting
17hats
Talisma Social CRM
7.0

Customization

17hats
9.7
Talisma Social CRM
6.3
Custom fields
17hats
9.4
Talisma Social CRM
9.0
Custom objects
17hats
10.0
Talisma Social CRM
8.0
Scripting environment
17hats
Talisma Social CRM
3.0
API for custom integration
17hats
Talisma Social CRM
5.0

Security

17hats
9.5
Talisma Social CRM
5.5
Single sign-on capability
17hats
10.0
Talisma Social CRM
2.0
Role-based user permissions
17hats
9.0
Talisma Social CRM
9.0

Integrations with 3rd-party Software

17hats
8.0
Talisma Social CRM
3.5
Marketing automation
17hats
8.0
Talisma Social CRM
4.0
Compensation management
17hats
Talisma Social CRM
3.0

Platform

17hats
8.0
Talisma Social CRM
4.0
Mobile access
17hats
8.0
Talisma Social CRM
4.0

CRM Reporting & Analytics

17hats
Talisma Social CRM
5.7
Forecasting
17hats
Talisma Social CRM
5.0
Pipeline visualization
17hats
Talisma Social CRM
3.0
Customizable reports
17hats
Talisma Social CRM
9.0

Social CRM

17hats
Talisma Social CRM
4.0
Social data
17hats
Talisma Social CRM
5.0
Social engagement
17hats
Talisma Social CRM
3.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Talisma Social CRM

  • Tracks information.
  • Sorts and categorizes data.
  • A lot of flexibility.
Anonymous | TrustRadius Reviewer

Cons

17hats

  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Erika Tebbens | TrustRadius Reviewer

Talisma Social CRM

  • Not easy to use.
  • Takes a lot of time to understand the basics.
  • Issues with data and lists.
Anonymous | TrustRadius Reviewer

Usability

17hats

17hats 9.0
Based on 1 answer
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Erika Tebbens | TrustRadius Reviewer

Talisma Social CRM

No score
No answers yet
No answers on this topic

Support Rating

17hats

17hats 8.0
Based on 3 answers
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Marli Espinales | TrustRadius Reviewer

Talisma Social CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Talisma Social CRM

Talisma is a little behind the times compared to the other competition on the market. It has most of the tools to be successful, but it takes some deep diving into the software to figure out exactly how to use each of these tools to get the job done on a daily basis.
Anonymous | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Talisma Social CRM

  • Positive: It has helped find new leads.
  • Positive: It has helped run reports.
  • Negative: It has taken a lot of time to manage.
Anonymous | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Talisma Social CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Talisma Social CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.7
Talisma Social CRM
4.0

Usability

17hats
9.0
Talisma Social CRM

Support Rating

17hats
8.0
Talisma Social CRM

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