SeaTable vs. Service Autopilot

It does well as a CRM for a company to see all of their candidates or clients or whatever they are tracking. The sorting and grouping ability as well as the inclusion of many formula integrations is also helpful to organize content more meaningfully. If you don't have a lot of information that you need to track, this might have more than you require but it is still a great software to use.

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Service AutoPilot is a fantastic system for client service tracking and scheduling. While there are a few features and details I would personally like to see changed or added, the ultimate purpose of the system is well executed, fairly simple to use, and easy to understand. My recommendation would be to add more specific details such as canceled or closed clients and closed/canceled service history on active clients to remain permanently.

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• Combination of spreadsheet and database
• Feature rich but still easy to use
• Uncomplicated installation and Maintenance

• service history, tracking
• service scheduling
• service/client notes

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• SeaTable is a young company, and I have nothing to criticise, for now. - No solution will fit all use cases, in any event. --- I have found this one to be the most adaptable and complex on the European market. Due to the data location, I am reassured on the subject of GDPR compliance.

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• when closing/canceling a service completely from a clients account it would be nice to still have the history to see what they had done in the past incase they change their mind later and wish to continue the service
• cancel/closed client historys would also be nice as if someone sold their home, it would be nice to be able to see what was done on that property prior to inform new owners, etc.

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Service Autopilot has a versatile set of features that we use across all facets of our business. We use it for history tracking on clients properties, notes specific to the service and/or the client, as well as pricing details

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It is easy to use even with keyboard only. It has a good documentation and a perfect support.

For the value, you get much more with SeaTable including the statistics and the number of records that can be utilized on the free version. I also thoroughly enjoy the ease of adding formulas and having the reference right inside of the platform to ensure the selection of the correct formula to meet your needs.

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We use the two systems collaboratively. Both systems offer different features which we use bits and pieces of what we need from each to make the system work for our needs.

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• Positive: Savings in administrative staffing needs.
• Positive: Customisation allows for real-life workflow management
• Positive: Automation is a goal that SeaTable supports very well.
• Negative: Not many people are familiar with solutions like SeaTable. They are used to working with inflexible (and often not-fit for purpose) administrative systems. They are adept at finding ways to circumvent the issues by using secondary tools, or they wait passively for web developers to deliver the functionality they need. - It is quite difficult to convey the opportunities that SeaTable offers to people who have not used it before. SeaTable cannot be blamed for this, but it creates work in needing to convey this to the organisation's stakeholders. --- I would recommend one person to be assigned the role of SeaTable specialist in an organisation, so that any issues can be quickly resolved.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info