Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
Automate your process through workflows: from leads all the way through client fulfillment.
Removes all the clutter for customer management, reminders, accounting, payment processing,
Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.
About Pipedrive CRM
Say goodbye to scattered sales data, forgotten follow-ups, and jumbled-up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.
Start immediately with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then drag and drop deals to “won”. Our 24/7 live customer support always has your back, day or night.
Join more than 100,000 sales teams around the world that use the CRM rated #1 by TrustRadius in 2021. Start your free 14-day trial and get full access – no credit card needed.
About Highrise
Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.
Features
Accounts Payable
Accounts Receivable
API
Batch Permissions & Access
Budgeting
Calendar Management
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Password & Access Management
Payroll
Project Management
Scheduling
Supplier Management
Tax Management
Third-Party Plugins/Add-Ons
Travel Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Dashboards
Lead Generation
Client Profile Management
Project Workflows & Automation
Templates
Calendar Syncing
Invoice Management
Quote & Contract E-Sign
Client Portal
Billing
Summary
Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.
Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.
Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.
Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.
Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.
Summary
Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.
Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.
Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.
Pricing
Monthly Plan
$45.00
per Month
Included in plan:
No 17hats Transaction Fee
Processing Fee: 2.9% + 30¢
ACH (eChecks) payments
Customer Support
Sync Bank Account
Template Marketplace
Create Multiple Accounts
Unlimited Projects
Up to 5 Users
30-Day Money Back Guarantee
Annual Plan
$295.00
per Year ($25/mo, save 45%)
Included in plan:
No 17hats Transaction Fee
Processing Fee: 2.9% + 30¢
ACH (eChecks) payments
Customer Support
Sync Bank Account
Template Marketplace
Create Multiple Accounts
Unlimited Projects
Up to 5 Users
30-Day Money Back Guarantee
Two-Year Plan
$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
No 17hats Transaction Fee
Processing Fee: 2.9% + 30¢
ACH (eChecks) Payments
Customer Support
Sync Bank Account
Template Marketplace
Create Multiple Accounts
Pricing
Essentials
$14.00
1 user(s) / month
Included in plan:
Lead, deal, contact, calendar and pipeline management
Seamless data import and 400+ integrations
Advanced
$29.00
1 user(s) / month
Included in plan:
Full email sync with templates, open and click tracking and group emailing
Automations builder, including email sequences
Meeting, email and video call scheduling
Professional
$49.00
1 user(s) / month
Included in plan:
Streamlined lead routing and account access controls for teams
Document and contract management with e-signatures
Revenue forecasts and deeper reporting capabilities
Extra deal and field customization options
Power
$64.00
1 user(s) / month
Included in plan:
Project planning, tracking and delivery
Phone support and CRM implementation
Scalable control of account permissions and visibilities
Ideal for increasingly busy pipelines and complex team structures
Enterprise
$99.00
1 user(s) / month
Included in plan:
Enhanced security preferences
Complete access to all features
Unlimited reports and customizations
Double the number of automations per user
Pricing
Credit card required: No
Free: 2 users, no files, 250 contacts.
Solo: $29/month; 1 user; 20,000 contacts.
Basic: $24/month; Up to 6 users; 5,000 contacts.
Plus: $49/month; Up to 15 users; 20,000 contacts.
Premium: $99/month; Up to 40 users; 30,000 contacts.
Max: $149/month; Unlimited users; 50,000 contacts.
Contact them [email protected] for additional options.
FAQs
Does this service offer an API?
No API offered.
Does this service offer guides, tutorials and or customer support?
Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.
Does this service offer multi-user capability (e.g. teams)?
17hats offers its users possibility to create multiple accounts.
What are some applications this service is commonly used in tandem with?
It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.
What is this service generally used for?
It is generally used for automating business processes.
Who are the main user groups of this service?
Main users of 17hats are small businesses.
What platforms does this service support?
This is web-base platform with Android and iOS apps.
Does this service integrate with any other apps?
Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.
FAQs
Does this service integrate with any other apps?
Pipedrive integrates with over 300 third-party apps including Dropbox, Zapier, Google Apps and Google Drive. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.
What is this service generally used for?
As the first CRM designed by salespeople for salespeople, Pipedrive helps small and medium-sized businesses improve sales. Used by over 100,000 companies, Pipedrive fits the needs of salespeople, sales managers, business owners, designers, financial advisors, project managers, etc.
What are some applications this service is commonly used in tandem with?
Depending on the needs of your business, you may need different tools alongside your Pipedrive account to assist you in your day-to-day sales workflow. Pipedrive's ever-growing Marketplace offers apps to help you seamlessly sync your business data in one place, including Zapier, Microsoft Teams, Google Meets, Zoom Meetings, Slack, Mailchimp, PandaDoc, DocuSign, JustCall, Aircall, Asana, LinkPort and many more.
Does this service offer an API?
It offers REST API.
Who are the main user groups of this service?
Sales and marketing departments in small and medium-sized businesses.
What platforms does this service support?
Pipedrive works on both desktop and mobile devices, thanks to native iOS and Android applications.
Does this service offer guides, tutorials and or customer support?
On the Pipedrive Learn site, you can find CRM training videos to help you learn CRM management and sales skills. From in-depth sales, marketing and CRM courses to quick tutorials on specific CRM tools.
Furthermore, Pipedrive has a Knowledge Base, an official active community forum, FAQs, Online Support, Phone Support, as well as a community forum.
FAQs
Does this service offer multi-user capability (e.g. teams)?
Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...
What platforms does this service support?
It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.
Who are the main user groups of this service?
Main users of Highrise are small and medium-sized business owners.
What is this service generally used for?
It is used as a contact management platform.
What are some applications this service is commonly used in tandem with?
Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.
Does this service integrate with any other apps?
Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.
Does this service offer guides, tutorials and or customer support?
They offer online support and video tutorial.
Does this service offer an API?
It offers integration with many 3rd party tools via API.
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