17hats vs Workbooks
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
17hats offers more features (64 vs 23) and more integrations (12 vs 6). Starting price: 17hats at $60/mo vs Workbooks at $30/mo. 17hats has 64 unique features while Workbooks has 23 unique features, with 0 features in common.
| 17hats | Workbooks | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 64 | 23 |
| AI-Powered Features | 0 | 1 |
| Starting Price | $60/mo | $30/mo |
| Pricing Tiers | 3 | 2 |
| Integrations | 12 | 6 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 95% | 70% |
Feature Comparison by Category
AI (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| AI CRM |
Administration (0 vs 3)
| Feature | 17hats | Workbooks |
|---|---|---|
| Audit Trail | ||
| Data Storage | ||
| Multi-Company Support |
Analytics (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| Mapping Module |
Branding (5 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| Custom Fonts & Colors | ||
| Custom Logo | ||
| Custom Subdomain | ||
| Customizable Text | ||
| Remove 17hats Branding |
CRM (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| 360° Customer View |
Customer Service (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| Ticketing and Case Management |
Customization (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| Custom Records |
Documents (9 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| 3-in-1 Document | ||
| Contracts | ||
| Document Confirmation | ||
| Document Reminders | ||
| Document Templates | ||
| If/Then Logic | ||
| Invoices | ||
| Questionnaires | ||
| Quotes |
Email (7 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| 2-Way Email Sync | ||
| Email Read Receipts | ||
| Email Templates | ||
| Incoming Email | ||
| Outgoing Email | ||
| Save As Draft | ||
| Scheduled Emails |
Finance (0 vs 2)
| Feature | 17hats | Workbooks |
|---|---|---|
| Invoice Management | ||
| Multi-Currency Documents |
Integration (0 vs 3)
| Feature | 17hats | Workbooks |
|---|---|---|
| Accounting and ERP Integration | ||
| Microsoft Exchange / Outlook Integration | ||
| Office 365 Integration |
Lead Management (6 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| Auto-Responder | ||
| Lead Capture Form | ||
| Lead Management | ||
| Lead Source Reporting | ||
| The Knot/WeddingWire Integration | ||
| Workflow Trigger |
Marketing (0 vs 2)
| Feature | 17hats | Workbooks |
|---|---|---|
| Events Management | ||
| Marketing Automation |
Money (7 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| Bookkeeping | ||
| Online Payments | ||
| Payment Schedules | ||
| Recurring Billing | ||
| Recurring Invoices | ||
| Saved Card Data | ||
| Tipping/Gratuity |
Online Scheduling (8 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| Calendar Cross-Check | ||
| Group Online Scheduling | ||
| Online Scheduling | ||
| Online Scheduling Advanced | ||
| Online Scheduling Basic | ||
| Online Scheduling Payments | ||
| Questions for Online Scheduling | ||
| Zoom Integration |
Organization (9 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| Contact Management | ||
| Custom Fields | ||
| Dashboard | ||
| Multi Brands | ||
| Multi Users | ||
| Pipelines | ||
| Projects | ||
| Related Contacts | ||
| Tags |
Project Management (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| Project Management |
Reporting (6 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| Aged Receivables | ||
| Client Sales Report | ||
| Product Sales Report | ||
| Profit/Loss Report | ||
| Reports & Dashboards | ||
| Sales Tax Report | ||
| Upcoming Receivables |
Sales (0 vs 5)
| Feature | 17hats | Workbooks |
|---|---|---|
| Opportunity Management | ||
| Order Management | ||
| Quotation Management | ||
| Sales Forecasting | ||
| Sales Order Processing |
Security (0 vs 1)
| Feature | 17hats | Workbooks |
|---|---|---|
| Advanced Security |
Time Management (7 vs 0)
| Feature | 17hats | Workbooks |
|---|---|---|
| Advanced Workflows | ||
| Calendar | ||
| Client Portal | ||
| Mobile App | ||
| Time Tracking | ||
| To-Do Management | ||
| To-Do Workflows |
Unique Features
Only in 17hats (64)
Custom Fonts & Colors
Custom Logo
Custom Subdomain
Customizable Text
Remove 17hats Branding
3-in-1 Document
Contracts
Document Confirmation
Document Reminders
Document Templates
If/Then Logic
Invoices
Questionnaires
Quotes
2-Way Email Sync
Email Read Receipts
Email Templates
Incoming Email
Outgoing Email
Save As Draft
+ 44 more unique features
Only in Workbooks (23)
Audit Trail
Data Storage
Multi-Company Support
AI CRM
Mapping Module
360° Customer View
Ticketing and Case Management
Custom Records
Invoice Management
Multi-Currency Documents
Accounting and ERP Integration
Microsoft Exchange / Outlook Integration
Office 365 Integration
Events Management
Marketing Automation
Project Management
Reports & Dashboards
Opportunity Management
Order Management
Quotation Management
+ 3 more unique features
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