Compare Saleswah vs 17hats vs Insightly

Saleswah

CRM
 (0)

17hats

CRM
 (0)

Insightly

CRM
 (535)
More Information More Information More Information

Crozscore:

52%
what is this?
25%
interest falling

Crozscore:

83%
what is this?
41%
no significant changes

Crozscore:

91%
what is this?
92%
49%
interest falling
Saleswah screenshot view 5 more 17hats screenshot view 5 more Insightly screenshot

Software Description:

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

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:

  • Task Scheduling/Tracking
  • External Integrations
  • Email Integration
  • Contact Management
  • Google Apps Integration
  • Data Visualization
  • Multi-User
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Scheduling
  • Data Import
  • Dashboard
  • Customer Management
  • Calendar Management

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:

  • 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:

  • 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.

Sales CRM

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

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)?
  • 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:

    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:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

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

Publisher:

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

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 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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