17hats vs Workbooks | TrustRadius

What users are saying about

Score 9.1 out of 10

Based on 7 reviews and ratings

Score 6.7 out of 10

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

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

17hats

99%

2 Ratings

7.0

Workbooks

70%

18 Ratings

17hats

N/A

0 Ratings

8.5

Workbooks

85%

7 Ratings

17hats

90%

1 Rating

7.3

Workbooks

73%

1 Rating

17hats

N/A

0 Ratings

9.1

Workbooks

91%

4 Ratings

17hats

80%

3 Ratings

8.2

Workbooks

82%

2 Ratings

17hats

N/A

0 Ratings

6.4

Workbooks

64%

1 Rating

Pros

Invoicing
Creating online questionnaire

Read full review

Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 2 answers on this topic

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

Read full review

Chris Hood

Sales and Marketing Manager

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

View all 18 answers on this topic

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

View all 2 answers on this topic

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

View all 18 answers on this topic

Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

Starting Price

$45 per month

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

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

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

View all 7 answers on this topic

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

View all 1 answers on this topic

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 4 answers

Workbooks CRM never let me down.

Read full review

Peter Lindeman

Managing Director

WeCloud BeneluxInformation Technology and Services, 1-10 employees

View all 4 answers on this topic

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.

Read full review

Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

View all 3 answers on this topic

Workbooks 8.2

Based on 2 answers

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

View all 1 answers on this topic

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

View all 18 answers on this topic

Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

Read full review

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

Read full review

David Carter

Quality Assurance Manager

Taopix LtdComputer Software, 11-50 employees

View all 18 answers on this topic

Screenshots

—

See All (6) Workbooks Screenshots

17hats

Workbooks

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

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

17hats

Workbooks

Likelihood to Recommend

17hats

Workbooks

Pros

17hats

Workbooks

Cons

17hats

Workbooks

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?