Compare Solve Client Manager vs 17hats vs Nimble

17hats

CRM
 (0)

Nimble

CRM
 (85)
More Information More Information More Information

Crozscore:

80%
what is this?
66%
42%
no significant changes

Crozscore:

83%
what is this?
41%
no significant changes

Crozscore:

94%
what is this?
97%
48%
no significant changes
Solve Client Manager screenshot view 2 more 17hats screenshot view 5 more Nimble screenshot view 6 more

Software Description:

A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.

Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'

You won't find a better CRM for:

  • Use on a phone and tablet
  • Working quickly
  • Managing activity and relations between clients and your service
  • Dropping notes/photos/follow-ups, filling out forms and checking details
  • Embedded mapping and geolocation assist
  • Google email and calendar integration
  • Accessing CRM directly in Google Sheets

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:

Nimble provides a smart and easy way to track, engage and nurture contacts as well as source new leads. It is easy to set-up and start using right away.

This service's strength is its social media integration. Nimble brings together all your salespeople’s social media accounts in one platform, to help them mine those networks for new customers and keep them on top of their contact’s social media activities.

Nimble organizes all email and social media contacts in one place, giving its users a 360 degree view of all of their connections. Then they can use this information to make recommendations on who to mark as important contacts and encourage to follow-up at specific times.

Features:

  • Click-to-Dial
  • Call Tracking
  • Dashboard
  • Scheduling
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Inventory Tracking
  • Google Apps Integration
  • Project Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Data Export
  • Data Import
  • Data Visualization
  • 2-Factor Authentication
  • Contact Sharing
  • Contact Management
  • External Integrations
  • Batch Permissions & Access
  • File Sharing

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:

Summary:

  • iPhone, iPad, and Android Apps

  • Intuitive Interface

  • Google and Microsoft Sign-in

  • Google Calendar Integration

  • Flexible Contact and Project records

  • Workflow Automation

  • Priority Management

  • Failsafe Handoff Protocol

  • Notifications and Reminders

  • Responsive Support

Summary:

  • Client Profile Management

  • Invoice Management

  • Scheduling

  • Credit Card Payments

  • Dashboards

  • Templates

  • Online Contract Signing

  • Financial Management

  • Billing

  • Lead Generation

Summary:

  • Social Media Integration: It combines all user's social media accounts into a unified contact book & inbox.

  • Email: Users can have multiple different email accounts synced with Nimble and can view them all at once or each account separately. Sending emails from any of those accounts is as easy as selecting from a drop down.

  • Tags: Contacts can be based on categories such as ‘influencer’, ‘prospect’, ‘previous client’, ‘job title’, ‘industry’, ‘keep an eye on’, ‘synergy partner’ or whatever new list user wants to create.

  • History: All emails and social engagement are saved in Nimble contact records.

  • Notes: Nimble allows its users to take notes inside a contact and time stamps it with date and time.

  • Deals: Users can manage active deals and view won and lost deals. Inside each deal there is a view to related notes and gain intelligence on each contact that may be involved in that particular deal.

Solve Client Manager

$25.00
1 user(s) / month
Included in plan:
  • 25GB/User

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

Pricing:

  • Credit card required: No
  • $15/month/user, with 14-day free trial.

FAQs:

    Who are the main user groups of this service?
    • HVAC
    • Real Estate
    • Home Service Professionals
    • Financial Advisors
    • Mortgage Brokers
    • Insurance Brokers
    • Manufacturing
    • Education
  • What is this service generally used for?
    • Contacts Management
    • Task Management
    • Project/Job/Site Management
    • Field Staff/Dispatching
    • Traveling Salespeople
  • What are some applications this service is commonly used in tandem with?
  • G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.

  • Does this service integrate with any other apps?
  • G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, for an unlimited number of users and teams.

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

  • Does this service offer an API?
  • At additional cost.

  • What platforms does this service support?
  • Google and Microsoft based email.

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:

    Who are the main user groups of this service?
  • Main users of Nimble are small and medium-sized businesses.

  • What is this service generally used for?
  • It is generally used for Customer Relationship Management.

  • What platforms does this service support?
  • Supported platforms: Linux, Mac, Windows, iOS & Android.

  • What are some applications this service is commonly used in tandem with?
  • Nimble is most commonly used together with: ActiveCampaign, Talkdesk, Freshdesk.

  • Does this service integrate with any other apps?
  • It integrates with: Quotroller, Desk, Freshdesk, Xero, Zoho CRM, PieSync, MailChimp, HubSpot, HootSuite, Wufoo, ActiveCampaign, Constant Contact, FreshBooks, Talkdesk , PandaDoc, Google Contacts, Zendesk, RightSignature, Highrise CRM, SocialBro, Mad Mimi, INinbox, WebMerge, Zapier, Aweber, Evernote, Podio, ClickDesk, Harvest, HipChat, Magento , Shopify, SugarCRM, SalesLogix, Nutshell CRM, NetSuite, Batchbook.

  • Does this service offer an API?
  • The Nimble platform offers access to their stored data via APIs.

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

  • Does this service offer guides, tutorials and or customer support?
  • Support provided: User forums, FAQs, support tickets, weekly demos, and solution partners.

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
91.4k
Followers:

Publisher:

Founded:
2009
Based in:
Southport
Employees:
11-50
Likes:
Followers:

Other:

Who uses Solve Client Manager
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America

Other:

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

Other:

Who uses Nimble
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
Back to top