Compare Agile CRM vs Insightly vs 17hats

Agile CRM

CRM
 (31)

Insightly

CRM
 (576)

17hats

CRM
 (0)
More Information More Information More Information

Crozscore:

82%
what is this?
70%
44%
interest rising

Crozscore:

90%
what is this?
90%
49%
interest falling

Crozscore:

83%
what is this?
41%
no significant changes
Agile CRM screenshot Insightly screenshot 17hats screenshot view 5 more

Software Description:

Agile centralizes real-time customer data, making it readily accessible and actionable across all teams. Additionally, Agile offers integrations with over 40 leading third-party applications such as Microsoft Office 365, Google G-Suite, RingCentral, Intuit QuickBooks, and more. It is created by the ClickDesk team (the most sought-after live chat product), Agile CRM which launched in late 2013 in Sunnyvale, CA to manage customer journeys. The company also maintains offices in India and the Philippines.

Key Features:

  • Sales
    Agile CRM's sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts, and deep analytics. The contact timeline in the Sales Automation CRM provides all the necessary information about customer’s journey.

  • Marketing
    Market like the most successful companies in the world with Agile CRM's marketing automation software. Build automated marketing campaigns in minutes and start capturing more leads today! Features include web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. Score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.

  • Service
    Agile CRM enables businesses to provide customer experience that’s more personalized and productive. This offers a way for companies to walk a few steps closer to understand customers and help them at crucial junctures of the customer lifecycle. With a wide array of features such as groups, views, SLAs, workflows, canned responses, reports, recommendations and integrations, small and medium businesses can ramp up their customer service. This puts support at your fingertips and forms an integral part of the customer journey. So, automate your service management and support functions with efficient Helpdesk Software.

  • Integrations
    Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. Want to make, record and automate calls from the CRM? Our advanced telephony integration is the best in the industry! Benefit from a range of Agile CRM integrations.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

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.

Features:

  • Contact Sharing
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Click-to-Dial
  • API
  • Multi-User
  • Lead Scoring
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Call Tracking
  • Project Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Contact Management

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

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

Summary:

    No key features associated with this application.

Summary:

    No key features associated with this application.

Summary:

  • Client Profile Management

  • Invoice Management

  • Scheduling

  • Credit Card Payments

  • Dashboards

  • Templates

  • Online Contract Signing

  • Financial Management

  • Billing

  • Lead Generation

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

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Agile CRM offers service for multiple users (Free up to 10 users).

  • What is this service generally used for?
  • It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.

  • Does this service offer guides, tutorials and or customer support?
  • Agile CRM offer free onboarding for its customers.

  • Does this service offer an API?
  • Yes, this service offers it's own inbuilt API.

  • Does this service integrate with any other apps?
  • Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.

FAQs:

    No FAQs associated with this application.

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
19k
Followers:
8.35k

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35.1k
Followers:

Publisher:

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

Other:

Who uses Agile CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

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