What users are saying about
4 Ratings
4 Ratings
4 Ratings
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Score 8.9 out of 100
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.5 out of 100

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

Zurmo

[Zurmo] doesn’t provide fresh information but also recounts the ways how to go through and how to tang the products in the marketplace to produce a successful commercial enterprise.
Lisa-jess Brown | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.4
Zurmo
9.2
Customer data management / contact management
17hats
9.7
Zurmo
9.0
Workflow management
17hats
9.7
Zurmo
9.0
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Zurmo
9.0
Contract management
17hats
10.0
Zurmo
9.0
Quote & order management
17hats
10.0
Zurmo
10.0
Interaction tracking
17hats
8.0
Zurmo
9.0
Territory management
17hats
Zurmo
9.0
Opportunity management
17hats
Zurmo
10.0
Channel / partner relationship management
17hats
Zurmo
9.0

Customer Service & Support

17hats
8.0
Zurmo
9.0
Case management
17hats
8.0
Zurmo
9.0
Call center management
17hats
Zurmo
9.0
Help desk management
17hats
Zurmo
9.0

Marketing Automation

17hats
8.0
Zurmo
9.5
Lead management
17hats
8.0
Zurmo
10.0
Email marketing
17hats
Zurmo
9.0

CRM Project Management

17hats
9.5
Zurmo
9.3
Task management
17hats
9.0
Zurmo
10.0
Billing and invoicing management
17hats
10.0
Zurmo
9.0
Reporting
17hats
Zurmo
9.0

Customization

17hats
9.7
Zurmo
9.3
Custom fields
17hats
9.4
Zurmo
9.0
Custom objects
17hats
10.0
Zurmo
9.0
Scripting environment
17hats
Zurmo
10.0
API for custom integration
17hats
Zurmo
9.0

Security

17hats
9.5
Zurmo
9.5
Single sign-on capability
17hats
10.0
Zurmo
9.0
Role-based user permissions
17hats
9.0
Zurmo
10.0

Integrations with 3rd-party Software

17hats
8.0
Zurmo
9.0
Marketing automation
17hats
8.0
Zurmo
9.0
Compensation management
17hats
Zurmo
9.0

Platform

17hats
8.0
Zurmo
9.0
Mobile access
17hats
8.0
Zurmo
9.0

CRM Reporting & Analytics

17hats
Zurmo
9.3
Forecasting
17hats
Zurmo
10.0
Pipeline visualization
17hats
Zurmo
9.0
Customizable reports
17hats
Zurmo
9.0

Social CRM

17hats
Zurmo
9.5
Social data
17hats
Zurmo
9.0
Social engagement
17hats
Zurmo
10.0

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Zurmo

  • An outstanding application to collaborate with other societies to compare prices and to communicate with them for further product detail. It offers the best product price to rank in the market and nobody can deny its powerful impact on customers.
  • The best communicator to get the picture with different business details and supply them with the best user experience with good marketing articles. Customers can choose the product by watching reviews and can leave feedbacks for further advance. It provides a workable free version to use.
  • Its tracking email feature is good which tells when the email opens. The support is great and helpful. They keep communicating with you until the issue is resolved. Their technologies are up to date and according to trends. Their training sessions are available so you can quickly learn from there.
Lisa-jess Brown | 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

Zurmo

  • A must-have the diligence to satisfy the job requirements and available for all big and small commercial enterprises.
  • All data is stored on a cloud and this is the best application for all business details and promotions, but make sure to protect your data with passwords.
  • There is still some problem with some features while using it. Integration with other vendors and suppliers should be made better. It is not affordable for small enterprises. Its design is a little bit confusing feature
Lisa-jess Brown | 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

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us in making sales and marketing decisions in a better way.
Lisa-jess Brown | 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

Zurmo

Zurmo 9.0
Based on 1 answer
It helped us increase our business in a better way and the overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | TrustRadius Reviewer

Alternatives Considered

17hats

No answers on this topic

Zurmo

[Zurmo] did not only help our company as CRM but in sales and marketing too. It helped us increase our business in a better way and otherwise i have not interested other software.
Lisa-jess Brown | TrustRadius Reviewer

Return on Investment

17hats

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

Zurmo

  • It is the best collaborating tool to oversee line production. A company needs a good managing tool to provide new ideas and promotions.
  • Guests can have a safer idea to follow the product’s detail and ranking to get the suitable thing for themselves.is well suited for a large business that can afford good Customer management software for their company.
  • The overall platform helped us a lot in the different operations of our organization.
Lisa-jess Brown | TrustRadius Reviewer

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Edition
Starting Price$45.001
  1. Per Month
Additional Pricing Details

Zurmo

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Zurmo Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison