17hats vs Workbooks | TrustRadius

Likelihood to Recommend

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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.

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Brian Walsh

BA/PM

Lucid SwitchInformation Technology and Services, 1-10 employees

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Feature Rating Comparison

17hats

Workbooks

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Workbooks

Case management

Call center management

Help desk management

17hats

Workbooks

Lead management

Email marketing

17hats

Workbooks

Task management

Billing and invoicing management

Reporting

17hats

Workbooks

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Workbooks

Single sign-on capability

Role-based user permissions

17hats

Workbooks

Marketing automation

Compensation management

17hats

Workbooks

Mobile access

17hats

Workbooks

Forecasting

Pipeline visualization

Customizable reports

17hats

Workbooks

Social data

Social engagement

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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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

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Chris Hood

Sales and Marketing Manager

Cobham Aviation and Engineering ServicesDefense & Space, 51-200 employees

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Cons

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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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).

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Martijn Daalder

Media Advisor / Sales Director

i.o.v. MMD Media Selectieve verkoopPublishing, 11-50 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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.

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Paul Reynolds

IT Admin

CA TechnologiesHospitality, 11-50 employees

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Usability

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.

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Erika Tebbens

Business Strategist, Owner

Erika Tebbens ConsultingMarketing & Advertising, 1-10 employees

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Workbooks 7.3

Based on 1 answer

No answer on this topic is available.

Reliability and Availability

No score

No answers yet

No answers on this topic

Workbooks 9.1

Based on 2 answers

Workbooks CRM never let me down.

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Peter Lindeman

Managing Director

WeCloud BeneluxInformation Technology and Services, 1-10 employees

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Support Rating

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.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Workbooks 8.2

Based on 1 answer

No answer on this topic is available.

Online Training

No score

No answers yet

No answers on this topic

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..

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Brendan Harris, MBA

Director of ICT

Coeliac UKNon-Profit Organization Management, 11-50 employees

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Alternatives Considered

No answers on this topic

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.

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Adam Grieve

Operations Manager

Taopix LTDComputer Software, 11-50 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

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

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David Carter

Quality Assurance Manager

Taopix LtdComputer Software, 11-50 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

17hats Editions & Modules

Edition

Starting Price	$45.00¹

Per Month

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

Workbooks Editions & Modules

Edition

Workbooks CRM Edition	$30¹
Workbooks Business Edition	$65¹

per user/per month

Additional Pricing Details

—

Rating Summary

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

Likelihood to Recommend

17hats

Workbooks

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Workbooks

Cons

17hats

Workbooks

Likelihood to Renew

17hats

Workbooks

Usability

17hats

Workbooks

Reliability and Availability

17hats

Workbooks

Support Rating

17hats

Workbooks

Online Training

17hats

Workbooks

Alternatives Considered

17hats

Workbooks

Return on Investment

17hats

Workbooks

Screenshots

17hats

Workbooks

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Workbooks Editions & Modules