Compare 17hats vs Velocify vs Streak

17hats

CRM
 (1)

Velocify

CRM
 (301)

Streak

CRM
 (299)
More Information More Information More Information

Crozscore:

82%
what is this?
20%
41%
interest falling

Crozscore:

91%
what is this?
92%
45%
interest falling

Crozscore:

92%
what is this?
93%
47%
interest falling
17hats screenshot Velocify screenshot view 5 more Streak screenshot

Software Description:

  • 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.

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.

Software Description:

Innovative CRM in your email inbox.

Simple Collaboration. Collaborate with a single click. Share contacts, email, files, and anything else needed to get the job done. Streak's goal is to make it simple to manage your everyday processes so you can close more deals, resolve more support tickets, and get things done.

Manage your deals, support queue (and more) inside Gmail. Replace multiple external systems with Streak. Access your information in Streak from any computer - and keep working while on the go using our mobile App.

Features:

  • Accounts Receivable
  • P&L
  • Email Integration
  • Contact Management
  • Data Export
  • Project Management
  • Call Tracking
  • Electronic Signature
  • Tax Management
  • 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
  • Dashboard

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

Features:

Summary:

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

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

Summary:

  • Flexible structure allows you to change your workflow on the go - no coding. Change your process as your business evolves.

  • Access your information on Streak from any computer. Keep working while on the go using Streak's mobile App.

  • CRM flavors from sales, product development and deal flow to hiring, support and fundraising.

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

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?
  • 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 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.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
3.01k
Followers:
4.39k

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
11-50
Likes:
Followers:

Other:

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

Other:

Who uses Streak
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Regional Restrictions:
No restrictions.
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