What users are saying about
7 Ratings
29 Ratings
7 Ratings
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Score 9.1 out of 100
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

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

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

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

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

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

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

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

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

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

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

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.
Erika Tebbens | TrustRadius Reviewer

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.
Brian Walsh | TrustRadius Reviewer

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

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
Chris Hood | 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

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).
Martijn Daalder | TrustRadius Reviewer

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
  1. 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
  1. 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.
Paul Reynolds | 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

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.
Peter Lindeman | TrustRadius Reviewer

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

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..
Brendan Harris, MBA | TrustRadius Reviewer

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.
Adam Grieve | TrustRadius Reviewer

Return on Investment

17hats

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

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
David Carter | TrustRadius Reviewer

Screenshots

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