Compare OroCRM vs Insightly vs 17hats

OroCRM

CRM
 (9)

Insightly

CRM
 (1332)

17hats

CRM
 (1)
More Information More Information More Information

Crozscore:

78%
what is this?
98%
35%
interest falling

Crozscore:

91%
what is this?
91%
49%
interest falling

Crozscore:

82%
what is this?
20%
41%
interest falling
OroCRM screenshot view 2 more Insightly screenshot 17hats screenshot

Software Description:

OroCRM is an open-source Customer Relationship Management (CRM) platform developed with ultimate flexibility to meet any business need. The solution offers robust customer management tools, powerful reporting & analytics, and a list of complementary third-party integrations. Customers can deploy the solution in either a SaaS/cloud environment or in an on-premise setup. Whether a business is a large multi-national entity or a mid-sized retailer, OroCRM is the best solution for leveraging customer data, building relationships, and increasing sales.

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:

  • 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:

  • Dashboard
  • Calendar Management
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Notifications
  • Email Integration
  • API
  • Data Export
  • Data Import
  • Forecasting
  • Contact Management
  • External Integrations

Features:

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

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

Summary:

  • 360-degree view of your customer.

  • Unmatched flexibility and customizability.

  • Marketing segmentation engine.

  • Account, Lead, Opportunity, Campaign, and Case Management.

  • Powerful reporting engine.

  • Flexible workflows.

Summary:

    No key features associated with this application.

Summary:

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Open-Source

Free
Included in plan:
  • All Basic Features

Enterprise Edition

$295.00
5 user(s) / month
Included in plan:
  • Contact Us For More Information

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?
  • Yes - we offer guides, online training, videos, and more. Check out our website for more resources.

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?
  • 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.

Publisher:

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

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35k
Followers:

Publisher:

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

Other:

Who uses OroCRM
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
German, Spanish, French, English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

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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