Compare Solve Client Manager vs Salesforce vs 17hats

Salesforce

CRM
 (176)

17hats

CRM
 (0)
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Crozscore:

81%
what is this?
76%
42%
no significant changes

Crozscore:

84%
what is this?
75%
68%
interest falling

Crozscore:

83%
what is this?
41%
no significant changes
Solve Client Manager screenshot view 2 more Salesforce screenshot view 1 more 17hats screenshot view 5 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:

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies - including our flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.

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.

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:

  • Google Apps Integration
  • File Transfer
  • A/B Testing
  • File Sharing
  • Conversion Tracking
  • Custom Data Forms
  • Third-Party Plugins/Add-Ons
  • Supplier Management
  • Referral Tracking
  • Project Management
  • Customer Management
  • Scheduling
  • Task Scheduling/Tracking
  • Calendar Management
  • Audience Targeting
  • Batch Permissions & Access
  • 2-Factor Authentication
  • Expense Tracking
  • Marketing Automation
  • Lead Scoring
  • Data Export
  • Data Import
  • Click-to-Dial
  • Notifications
  • Multi-Currency
  • Multi-User
  • External Integrations
  • Dashboard
  • Data Visualization
  • API
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Email Integration
  • Forecasting

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

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:

  • Find more high-quality leads, more quickly, and grow your pipeline.

  • Sales force automation allows you to streamline your sales processes so you can spend more time selling.

  • Model your business in Salesforce and make smarter decisions with powerful analytics.

Summary:

  • Client Profile Management

  • Invoice Management

  • Scheduling

  • Credit Card Payments

  • Dashboards

  • Templates

  • Online Contract Signing

  • Financial Management

  • Billing

  • Lead Generation

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

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:

    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?
  • 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

Publisher:

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

Publisher:

Founded:
1999
Based in:
San Francisco
Employees:
10001+
Likes:
Followers:
442k

Publisher:

Founded:
-
Based in:
-
Employees:
-
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:

Regional Restrictions:
No restrictions.

Other:

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