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Insightly

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About Magentrix PRM

Magentrix Community Solutions redefine collaboration by centralizing communication, engagement and learning in one secure place. We go beyond sharing content by enabling your employees, customers and partners to work with the data that runs your business.

Whether you need a Partner Community Portal (PRM) that increases the productivity of your channel sales, a Customer self-service Portal that reduces your support costs or an Employee Community that enables your employees to engage and collaborate in new ways, Magentrix lets you configure and deploy these solutions in a fraction of the time compared to other methods.

About Insightly

Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.

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.

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

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

Summary

  • Sign up and onboard partners, providing easy access to training and certification.

  • Set up deal registration and collaborate with partners on opportunities and leads.

  • Seamlessly integrate with your CRM to maintain a system of record.

  • Create reports and dashboards for analytics and your most important metrics.

  • On-demand access from any mobile device.

  • Give partners branded collateral and sales tools on demand.

  • Set up multiple portals with different branding for different partnership levels.

Summary

  • Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.

  • Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.

  • Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.

  • Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.

  • Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.

  • Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.

Summary

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Pricing

Enterprise PRM

$999.00
per month (5 channel managers, 1,000 partner users)
Included in plan:
  • CRM Integration, Collaboration, Groups, Deal Registration, Opportunity Management
  • Content/Document Management, Sales Enablement, Training & Certification
  • Knowledge Base, Support Ticketing, Onboarding, Reports and Dashboards

Elite PRM

$1,499.00
per month (10 channel managers, 1,000 partner users)
Included in plan:
  • CRM Integration, Collaboration, Groups, Deal Registration, Opportunity Management
  • Content/Document Management, Sales Enablement, Training & Certification
  • Knowledge Base, Support Ticketing, Onboarding, Reports and Dashboards

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

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Online Admin Guide, Developer's Guide, Knowledge Base, Video Tutorials and Customer Support

  • Does this service offer an API?
  • RESTful API

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

  • Does this service integrate with any other apps?
  • Out of the box integrations with Salesforce CRM, Dynamics CRM plus many others.

  • What are some applications this service is commonly used in tandem with?
  • Salesforce CRM, Microsoft Dynamics CRM

  • What platforms does this service support?
  • Any Web or Mobile browser

  • What is this service generally used for?
  • Extending Salesforce CRM for Partner Relationship Management (PRM),
    Customer or Employee Communities

  • Who are the main user groups of this service?
  • Channel Sales, Channel Partners, Customers, Employees

FAQs

    What is this service generally used for?
  • Customer relationships management
    Sales management
    Project management

  • What are some applications this service is commonly used in tandem with?
  • Google Apps
    Office 365

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

  • Who are the main user groups of this service?
  • Mid-sized businesses across different industries

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • Yes.

  • Does this service integrate with any other apps?
  • Yes.

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.

Vendor Information

Founded:
-
Based in:
Vaughan
Employees:
11-50
Likes:
Followers:

Vendor Information

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

Vendor Information

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

Other

Who uses Magentrix PRM
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English, French, Spanish, Russian, German
Regional Restrictions:
No restrictions.

Other

Who uses Insightly
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
Regional Restrictions:
n/a

Other

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