Compare Saleswah vs Insightly vs 17hats

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About Saleswah

Saleswah CRM helps small businesses sell to and service other businesses and individuals. Our features include:

Sales

  • Funnel, territory, and hierarchy management.
  • Appointments, tasks, and meetings.
  • Contact and account profiles.
  • Products list with pricing.
  • Quotes, proposals, and purchase orders.
  • Deal management with an automatic assessment of deal maturity.

Service

  • Shipment and installation.
  • Warranty and AMC.
  • PM calls auto-scheduling.
  • Repair calls.
  • Visit management.
  • Comprehensive reports and dashboards.

Mobile apps: Windows Phone, Windows desktop, and Android

Integration: Google Contacts and Calendar, Microsoft Office 365, Outlook

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).

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

  • Keep contacts synced and deduplicated across phone, Outlook and Google

  • Maintain full history or all interactions for all contacts and accounts

  • Schedule and track activities and locations

  • Sync contact, tasks and calendar with Google and Microsoft

  • Deal scoring algorithm helping your sales team focus on right opportunities

  • Hierarchy and team management

  • Windows desktop, phone and Android Phone apps

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

Sales CRM

$180.00
1 user(s) / year
Included in plan:
  • Unlimited contacts, accounts, deals, tasks, quotes etc

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 multi-user capability (e.g. teams)?
  • Saleswah CRM effortlessly scales with team sizes and hierarchies.

    Saleswah can be used by as many users as you want with pre-defined roles including sales, marketing, and field service.

    The users can be in teams and hierarchies within their roles. All data access and functionality is on strict hierarchy and role based rules.

  • What is this service generally used for?
  • Sales team and territory management:

    Managing sales leads from log to close.
    Managing customer profiles.
    Managing and tracking customer engagements.

    Service team and territory management:

    Warranty and contract management.
    Installed base management.
    Service call management and scheduling.

  • What are some applications this service is commonly used in tandem with?
  • Google suite for work, Microsoft Outlook, and Office 365.

  • Who are the main user groups of this service?
  • Sales, Marketing, Field Service, Line Management, and Senior Management from small and mid size companies.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. We offer support through web based tutorials, email, and phone.

  • What platforms does this service support?
  • Web, Windows Phone, Windows Desktop, and Android.

  • Does this service offer an API?
  • Not yet.

FAQs

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

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

  • 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:
-
Employees:
-
Likes:
Followers:

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.71k

Other

Who uses Saleswah
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • Android
  • WinPhone
Languages:
English
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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