17hats vs. Wingmate Simple CRM

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.

Incentivized

Wingmate has engaged the field staff, by showing them, the mechanisms that suit the customers, from the communications processes, the contact controls methods, and other CRM tools. Further, the customer mapping and profiling have been enhanced by Wingmate, with advanced analytical options. The lead generation and relationship molding have been enhanced by Wingmate, making the company more solid and preferred.

Incentivized

• Invoicing
• Creating online questionnaire

Incentivized

• Wingmate guarantees a high level of interaction between users.
• Wingmate can also be used educationally (demo version).
• It is possible to easily create sales simulations since Wingmate is not industry-specific at all.

Incentivized

• 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.

Incentivized

• Still a very basic product. Although it does the basics well, a more rounded marketing solution would be better
• Designed for people on the go, rather than desk-based marketers
• Not as intuitive as other apps I've used (for example, sometimes some information/features are not the easiest to find)

Incentivized

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.

Incentivized

Wingmate has simple usability procedures, for instance, the communications options, the customer mapping options, and others. Further, Wingmate creates proper orientation processes, which are sustainable and they make all users more equipped. Lastly, Wingmate is less technical, more outstanding, and the customer support have knowledgeable facts regarding the tool, and they share with customers.

Incentivized

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.

Incentivized

The support is very good. They are willing to work on updates and continuous improvements. Support service is prompt and efficient from the software team. They help in training and make Wingmate always easy to use. Even if we use it educationally and not professionally, they are always ready for suggestions to improve the performance of the software at an educational level.

Incentivized

Wingmate was used because the system was mostly used by sales/new business people rather than marketing people. Other products, such as HubSpot, [are] better suited for marketers but for simple lead management, pipeline management, and reporting to the wider team, Wingmate was used and that was a good choice based on needs.

Incentivized

• ROI - Saves me time on creating invoices and questionnaires.

Incentivized

• Customer mapping helps us understand the customers, and apply the right marketing methods.
• Besides, Wingmate creates a contact control, where future communications and direct marketing are conducted.
• The analytical requirements have been supported by Wingmate very efficiently.

Incentivized