Compare 17hats vs Capsule vs Velocify

17hats

CRM
 (43)

Capsule

CRM
 (45)

Velocify

CRM
 (294)
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Crozscore:

88%
what is this?
88%
42%
interest rising

Crozscore:

89%
what is this?
91%
50%
no significant changes

Crozscore:

92%
what is this?
93%
44%
interest falling
17hats screenshot view 5 more Capsule screenshot view 5 more Velocify screenshot view 5 more

Software Description:

Aimed mostly at small businesses, 17hats automates repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.

This service removes all the clutter, and creates workflows for customer management, invoicing, accounting, payment processing. It sets reminders, signs contracts, and streamlines other similar tasks.

Besides businesses, this tool is very useful for individuals to manage their daily tasks, making a great automation tool. They can use it for their hobbies, reminders, or credit card payment processing.

Software Description:

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.

Software Description:

Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies. It enables them to reach prospects, generate leads, accelerate sales, and keep pace with customer needs. Velocify incorporates online marketing, sales, customer care, and communication features. It is all combined in one online and user-friendly platform.

Users are able to control all operations and check reports from management’s user dashboard, along with calendar and scheduling function, for organizing essential activities.

Features:

  • Electronic Signature
  • Tax Management
  • Budgeting
  • Expense Tracking
  • CRM Integration
  • Calendar Management
  • Customer Management
  • Task Scheduling/Tracking
  • Multi-User
  • Notifications
  • Stripe
  • PayPal
  • Data Visualization
  • External Integrations
  • Lead Scoring
  • Lead Management
  • Billing/Invoicing
  • Payment Processor
  • Scheduling
  • Dashboard

Features:

  • Calendar Management
  • Multi-Currency
  • Click-to-Dial
  • Dashboard
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • 2-Factor Authentication
  • Contact Management

Features:

  • Multi-User
  • CRM Integration
  • Call Disposition
  • Data Export
  • Data Import
  • Contact Management
  • Click-to-Dial
  • Email Integration
  • Marketing Automation
  • Notifications
  • Calendar Management
  • Customer Management
  • Lead Management
  • Lead Scoring
  • External Integrations
  • API
  • Scheduling
  • Dashboard
  • Call Tracking

Summary:

  • Client Profile Management

  • Invoice Management

  • Scheduling

  • Credit Card Payments

  • Dashboards

  • Templates

  • Online Contract Signing

  • Financial Management

  • Billing

  • Lead Generation

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:

  • Rapid Sales Automation

  • Integrates With Salesforce

  • Instant Sales Notification

  • Captures Forms Leads

  • Multiple Distribution Programs

  • Automated SMS and Email

  • Appointment Scheduling

  • Interactive Voice Response

  • Call Transfers and Conferencing

  • Call Recording

Unlimited

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Active Projects
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

Unlimited Annual

$25.00
1 user(s) / month
Included in plan:
  • Unlimited Active Projects
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

Lite

$25.00
1 user(s) / month
Included in plan:
  • 15 Active Projects
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace

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

Standard

$60.00
1 user(s) / month
Included in plan:
  • Designed for smaller teams.
  • 2-10 Users.

Plus

$60.00
1 user(s) / month
Included in plan:
  • Designed for small teams with additional configuration needs.
  • 3-15 Users.

Advanced

$95.00
1 user(s) / month
Included in plan:
  • Designed for Mid-sized Businesses.
  • 16-100+ Users.

FAQs:

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17 hats 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, 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

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:

    Does this service offer an API?
  • Yes, Velocify provides API.

  • Does this service integrate with any other apps?
  • It integrates with SalesForce, Infusionsoft, iContact, HubSpot, GoToWebinar, Eventbrite, Constant Contact, MailChimp, Marketo, Recurly ®, SlideShare, Magento, Asana, truDigital Signage, Five9, X5 Cloud Contact Center, SlideShare.

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

  • What are some applications this service is commonly used in tandem with?
  • This service is most frequently used in tandem with SalesForce.

  • What is this service generally used for?
  • This service is used for CRM and sales automation.

  • What platforms does this service support?
  • This is a web-based platform, with iOS mobile app.

  • Who are the main user groups of this service?
  • Main users of Velocify are sales and customer management departments in SMEs and large enterprises.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Phone Support, Email Support, Video Tutorials, Knowledge Base.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
91.7k
Followers:
5.14k

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
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:

Who uses Velocify
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English
Regional Restrictions:
No restrictions.
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