7 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 9.1 out of 100
Based on 7 reviews and ratings
29 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 6.7 out of 100
Based on 29 reviews and ratings
Feature Set Ratings
- 17hats ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, Customization, Security, Integrations with 3rd-party Software, Platform
Sales Force Automation
9.5
17hats
95%
7.7
Workbooks
77%
17hats ranks higher in 6/9 features
17hats ranks higher in 6/9 features
Customer data management / contact management
9.9
99%
2 Ratings
8.5
85%
9 Ratings
Workflow management
9.9
99%
2 Ratings
8.2
82%
7 Ratings
Integration with email client (e.g., Outlook or Gmail)
9.0
90%
1 Rating
6.4
64%
9 Ratings
Contract management
10.0
100%
2 Ratings
7.2
72%
9 Ratings
Quote & order management
10.0
100%
1 Rating
7.6
76%
8 Ratings
Interaction tracking
8.0
80%
1 Rating
6.4
64%
8 Ratings
Territory management
N/A
0 Ratings
7.7
77%
9 Ratings
Opportunity management
N/A
0 Ratings
8.8
88%
9 Ratings
Channel / partner relationship management
N/A
0 Ratings
8.4
84%
8 Ratings
Customer Service & Support
8.0
17hats
80%
6.3
Workbooks
63%
Workbooks ranks higher in 2/3 features
Workbooks ranks higher in 2/3 features
Case management
8.0
80%
1 Rating
6.2
62%
8 Ratings
Call center management
N/A
0 Ratings
6.8
68%
2 Ratings
Help desk management
N/A
0 Ratings
5.8
58%
8 Ratings
Marketing Automation
8.0
17hats
80%
7.3
Workbooks
73%
Workbooks ranks higher in 2/2 features
Workbooks ranks higher in 2/2 features
Lead management
8.0
80%
1 Rating
8.0
80%
7 Ratings
Email marketing
N/A
0 Ratings
6.6
66%
7 Ratings
CRM Project Management
9.5
17hats
95%
7.5
Workbooks
75%
17hats ranks higher in 2/3 features
17hats ranks higher in 2/3 features
Task management
9.0
90%
1 Rating
7.7
77%
7 Ratings
Billing and invoicing management
10.0
100%
2 Ratings
6.8
68%
8 Ratings
Reporting
N/A
0 Ratings
7.8
78%
7 Ratings
Customization
9.9
17hats
99%
7.7
Workbooks
77%
17hats ranks higher in 2/4 features
17hats ranks higher in 2/4 features
Custom fields
9.9
99%
2 Ratings
8.4
84%
8 Ratings
Custom objects
10.0
100%
1 Rating
7.6
76%
7 Ratings
Scripting environment
N/A
0 Ratings
7.5
75%
6 Ratings
API for custom integration
N/A
0 Ratings
7.5
75%
7 Ratings
Security
9.5
17hats
95%
7.5
Workbooks
75%
17hats ranks higher in 2/2 features
17hats ranks higher in 2/2 features
Single sign-on capability
10.0
100%
1 Rating
7.0
70%
5 Ratings
Role-based user permissions
9.0
90%
1 Rating
8.0
80%
7 Ratings
Integrations with 3rd-party Software
8.0
17hats
80%
6.9
Workbooks
69%
17hats ranks higher in 1/2 features
17hats ranks higher in 1/2 features
Marketing automation
8.0
80%
1 Rating
6.7
67%
6 Ratings
Compensation management
N/A
0 Ratings
7.0
70%
2 Ratings
Platform
8.0
17hats
80%
4.2
Workbooks
42%
17hats ranks higher in 1/1 features
17hats ranks higher in 1/1 features
Mobile access
8.0
80%
1 Rating
4.2
42%
7 Ratings
CRM Reporting & Analytics
17hats
Feature Set Not Supported
N/A
8.6
Workbooks
86%
Workbooks ranks higher in 3/3 features
Workbooks ranks higher in 3/3 features
Forecasting
N/A
0 Ratings
8.2
82%
8 Ratings
Pipeline visualization
N/A
0 Ratings
8.8
88%
8 Ratings
Customizable reports
N/A
0 Ratings
8.8
88%
8 Ratings
Social CRM
17hats
Feature Set Not Supported
N/A
6.6
Workbooks
66%
Workbooks ranks higher in 2/2 features
Workbooks ranks higher in 2/2 features
Social data
N/A
0 Ratings
6.0
60%
3 Ratings
Social engagement
N/A
0 Ratings
7.3
73%
1 Rating
Attribute Ratings
- 17hats is rated higher in 2 areas: Likelihood to Recommend, Usability
- Workbooks is rated higher in 1 area: Support Rating
Likelihood to Recommend
9.9
17hats
99%
2 Ratings
7.0
Workbooks
70%
18 Ratings
Likelihood to Renew
17hats
N/A
0 Ratings
8.5
Workbooks
85%
7 Ratings
Usability
9.0
17hats
90%
1 Rating
7.3
Workbooks
73%
1 Rating
Availability
17hats
N/A
0 Ratings
9.1
Workbooks
91%
4 Ratings
Support Rating
8.0
17hats
80%
3 Ratings
8.2
Workbooks
82%
2 Ratings
Online Training
17hats
N/A
0 Ratings
6.4
Workbooks
64%
1 Rating
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Workbooks
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
BA/PM
Lucid SwitchInformation Technology and Services, 1-10 employees
Pros
17hats
- Invoicing
- Creating online questionnaire
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Workbooks
- Sales process management from enquiry to delivery of product
- This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
- Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
- The FD loved it
- The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
- Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Sales and Marketing Manager
Cobham Aviation and Engineering ServicesDefense & Space, 51-200 employees
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Workbooks
- There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
- While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
- I am sure that would increase productivity even further (if it's of the same standard as the main environment).
Media Advisor / Sales Director
i.o.v. MMD Media Selectieve verkoopPublishing, 11-50 employees
Pricing Details
17hats
General
Free Trial
—Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$45 per month
17hats Editions & Modules
Edition
Starting Price | $45.001 |
---|
- per month
Additional Pricing Details
—Workbooks
General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Starting Price
$30 per user/per month
Workbooks Editions & Modules
Edition
Workbooks CRM Edition | $301 |
---|---|
Workbooks Business Edition | $651 |
- per user/per month
Additional Pricing Details
—Likelihood to Renew
17hats
No score
No answers yet
No answers on this topic
Workbooks
Workbooks 8.5
Based on 7 answers
the product works. support has been good or greatso far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
IT Admin
CA TechnologiesHospitality, 11-50 employees
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.
Business Strategist, Owner
Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees
Workbooks
Workbooks 7.3
Based on 1 answer
No answer on this topic is available.
Reliability and Availability
17hats
No score
No answers yet
No answers on this topic
Workbooks
Workbooks 9.1
Based on 4 answers
Workbooks CRM never let me down.
Managing Director
WeCloud BeneluxInformation Technology and Services, 1-10 employees
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.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Workbooks
Workbooks 8.2
Based on 2 answers
No answer on this topic is available.
Online Training
17hats
No score
No answers yet
No answers on this topic
Workbooks
Workbooks 6.4
Based on 1 answer
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Director of ICT
Coeliac UKNon-Profit Organization Management, 11-50 employees
Alternatives Considered
17hats
No answers on this topic
Workbooks
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
Operations Manager
Taopix LTDComputer Software, 11-50 employees
Return on Investment
17hats
- ROI - Saves me time on creating invoices and questionnaires.
Internet Marketing Director and Consultant
Clicc Media IncMarketing and Advertising, 1-10 employees
Workbooks
- Allows us easy management of leads and clear visibility of opportunities for the sales team
- User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
- Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations
Quality Assurance Manager
Taopix LtdComputer Software, 11-50 employees