Compare Cloudingo vs 17hats vs Insightly

17hats

CRM
 (0)

Insightly

CRM
 (577)
More Information More Information More Information

Crozscore:

96%
what is this?
100%
37%
interest rising

Crozscore:

83%
what is this?
42%
interest rising

Crozscore:

90%
what is this?
90%
49%
interest falling
Cloudingo screenshot view 5 more 17hats screenshot view 5 more Insightly screenshot

Software Description:

Cloudingo is a SaaS tool developed especially for Salesforce. It connects to the platform and scans the entire database for duplicate records. Data can be eliminated or merged, without losing essential information.

The regular duplicate scan is based on predefined rules and specific custom filters. Filters can be set to recognize synonyms, fuzzy matching, or only exact counterpart. The final result is improved data quality and conversion of leads into contacts and accounts.

Once the original data are scanned, users get a brief report on how many duplicates were found. Now they can activate one of the custom filters to see a summary of each group and begin merging. It is possible to merge over 100 rows at a time. Cloudingo allows mass import of data and deduplicating imported files in bulk.

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:

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.

Features:

  • Scheduling
  • File Transfer
  • Contact Management
  • Dashboard
  • Multi-User
  • External Integrations
  • API
  • Data Export
  • Data Import

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:

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

Summary:

  • Address Validation & Standardization

  • Geocoding

  • Email Verification

  • Dashboard

  • Activity Stream

  • Manual, Automatic, & Mass Data Merging

  • Import Wizard

  • Data De-Duplication

  • Data Cleansing

  • Full User Control

Summary:

  • Client Profile Management

  • Invoice Management

  • Scheduling

  • Credit Card Payments

  • Dashboards

  • Templates

  • Online Contract Signing

  • Financial Management

  • Billing

  • Lead Generation

Summary:

    No key features associated with this application.

Basic

$1,096.00
Anually
Included in plan:
  • Support
  • Manual Merging
  • Filter Creation
  • Protect Records
  • Address Validation & Standardization

Standard

$2,146.00
1 user(s) / month
Included in plan:
  • Mass Merging
  • Automated Merging
  • Mass Update
  • Mass Delete
  • Mass Import

Enterprise

$10,000.00
1 user(s) / month
Included in plan:
  • Custom Object Dedupe & Import
  • Multi-User Logins
  • Filters & Automation Rule Sharing
  • Security Auditing (user-based)
  • Marketo Integration
  • Integration API (SOAP/REST)
  • Automation Preview Report
  • Exportable Filter Results
  • One-on-One Onboarding

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:

    What is this service generally used for?
  • This service is used for Salesforce data deduplication.

  • What platforms does this service support?
  • This is a web-based software.

  • Does this service integrate with any other apps?
  • It integrates with Salesforce App Cloud and Marketo.

  • Who are the main user groups of this service?
  • Main users of Cludingo are Salesforce system administrators in enterprises of all sizes.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there is a multi-user capability offered.

  • Does this service offer an API?
  • Yes, it offers SOAP/REST API.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with Salesforce.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Email Support, Chat, Knowledge Base, FAQs.

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:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
300
Followers:
5.13k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
91.6k
Followers:

Publisher:

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

Other:

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

Other:

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

Other:

Regional Restrictions:
No restrictions.
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