Compare 17hats vs Capsule vs Contactually

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Capsule

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 238 ratings CRM
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About 17hats

  • 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 Capsule

Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.

About Contactually

Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.

It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.

The benefits of using Contactually are made evident in the time saved and through more efficient communication.

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

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

Summary

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Summary

  • Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.

  • Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.

  • Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.

  • Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.

  • Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised

  • Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.

Summary

  • The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.

  • Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.

  • Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.

  • Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.

  • Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.

  • Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.

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

  • Starting from: $15.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Free

Free
Included in plan:
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$15.00
1 user(s) / month
Included in plan:
  • 2GB storage per user
  • 50,000 contacts
  • Unlimited opportunities
  • Unlimited cases
  • Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo

Pricing

  • Credit card required: N/A
  • Basic: $29 per month, annually, or 35$ per month monthly.
    Professional: $49 per month, or 59$ per month monthly.
    Enterprise: $99 per month, or 125$ per month monthly.
    All price plans include a free trial.

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?
  • Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.

  • Does this service offer guides, tutorials and or customer support?
  • There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized companies.

  • What is this service generally used for?
  • It is used for customer relationship management, and contacts and pipeline management.

  • What platforms does this service support?
  • This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.

  • Does this service offer multi-user capability (e.g. teams)?
  • It offers multi-user capability.

FAQs

    What platforms does this service support?
  • Web-based platform, with mobile apps for Android and iPhone-iPad.

  • Who are the main user groups of this service?
  • The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.

  • What is this service generally used for?
  • The main purpose of Contactually is to offer advanced communication management features.

  • Does this service integrate with any other apps?
  • Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • Their support includes: webinars, FAQ section, email support, phone support, video tutorial.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.93k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
2011
Based in:
Washington
Employees:
11-50
Likes:
Followers:
11.3k

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Capsule
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.
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