17hats
About 17hats
17hats is a business management software designed to help photographers, event planners, attorneys, consultants, and small businesses, manage projects, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items and urgent notifications along with upcoming calendar events and weather forecasts to streamline daily tasks.
17hats allows members to design custom lead inquiry forms and embed them into existing websites to capture customer information and automatically respond to prospects. It offers a host of features including invoicing, quote management, email synchronization, online scheduling, custom questionnaires, automatic payment reminders, and customizable workflows. The time tracking functionality lets members record time spent on projects, adjust hourly rates, track billable and non-billable hours, and share invoices with clients.
17hats’ white-label capabilities enable organizations to create personalized contracts and emails with custom logos. Clients can use the self-service portal to monitor job status, accept quotes, sign contracts, and pay invoices. It supports integration with various third-party applications such as Google Calendar, iCal, Square, Facebook, and more.
Key benefits of 17hats
• 17hats allows businesses to manage and track multiple projects using filters and embed lead capture forms in websites.
• It enables self-employed professionals to organize emails based on projects or client names, automate recurring tasks and track billable and non-billable time.
• Members can communicate with customers using email and quote templates, create to-do lists and assign deadlines to each project or task according to requirements.
• 17hats synchronizes booking or appointment details with Google Calendar and iCal, and categorizes transactions for future reference.
• 17hats Members can accept payments via credit card, eChecks with 17hats Online Payments.
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Reviews
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- Industry: Photography
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Brings Everything Together
Reviewed on 19/07/2019
Before using 17Hats, I had documents all over the place and my business felt very unprofessional....
Before using 17Hats, I had documents all over the place and my business felt very unprofessional. 17hats helped me get everything in one place and add my branding to each document. Now I can see all of my projects in one place, see who needs what, and very easily send invoices, contracts , questionnaires and other documents that are branded and professional. I also have it setup to send emails automatically. It’s been a big timesaver and game changer for my business. I can’t imagine running my business without it.
Pros
What I love most about 17hats is how much time it saves me by gathering my emails, invoices, contracts and banking all in once place. And it helps me send professional looking documents to my clients and connects to my square account.
Cons
It took quite a bit of time to set up, but once I understood it, I was glad I didn’t give up on it.
- Industry: Design
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
One stop Organization of Business
Reviewed on 25/07/2019
When we first started we had to log into 5-6 different websites to access different business...
When we first started we had to log into 5-6 different websites to access different business solutions and it felt impossible to remember everything. 17hats has helped us from feeling overwhelmed with all the different aspects of running a small business. It's like having a personal assistant to keep you on track.
Pros
Having one place for our invoicing, bookkeeping, calendars & workflows has helped us tremendously. We definitely feel like fewer things get overlooked because it is all right there in the same place.
Cons
It would be helpful to have some options to better organize the document & email section. Maybe a folder feature so we can go in and edit the email templates from there instead of through an active workflow. This would be helpful when we need to just find all the emails in regards to a specific type of workflow to make overall changes.
Reasons for Switching to 17hats
They seemed to best fit our needs at the time for a price we found reasonable.- Industry: Executive Office
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
A client relationship management system - not my first choice
Reviewed on 15/04/2020
It keeps relationships with clients, but it's not my favorite CRM.
It keeps relationships with clients, but it's not my favorite CRM.
Pros
There are a few things that I do like about 17hats. Once I figured out the lifecycle aspect, it made sense. It really kept us on track for ensuring that the workflow gets started and completed.
Cons
The base date versus the project date is so CONFUSING.
I don't like that the link is at the BOTTOM of the email. More chances for it to miss.
We're constantly having to go in and out of workflows, emails/templates and back and forth to make all the changes. it doesn't seem to make sense, where if there's an email we want to edit within the workflow, why can't we edit it within there. and have the change apply universally.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
17Hats has helped me run 4 businesses at once!!
Reviewed on 23/07/2018
The software allows really any business to capture leads, create quotes, contracts and invoices...
The software allows really any business to capture leads, create quotes, contracts and invoices (along with payment plans) and collect payments. It is very simple to use and you can run several different businesses within the platform without additional cost. They add new functions quite often and have amazing customer service.
Pros
I started with 17Hats when they were fairly new and I haven't been disappointed. The cost for the software is excellent especially since I can run as many different businesses with different names and accounts etc as I want. I love that they added a client portal as I was almost going to switch to something that did. Document creation is very easy as well as having clients pay through the portal electronically. I have recommended this for many people as it really is geared for many different types of businesses.
Cons
Sometimes it can run a bit slow - but that is very infrequently now. I would like for the client portal to be more than just a viewing area for clients. It does seem that the more businesses you have on here, it takes a little longer to load. But overall none of these are deal breakers!
- Industry: Graphic Design
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Truly a game changer for my business!
Reviewed on 08/03/2018
My business is much more productive without having to spend a lot of time on proposals, contracts...
My business is much more productive without having to spend a lot of time on proposals, contracts and invoices. Knowing where each project is in the timeline is very helpful and keeps our projects flowing smoothly.
Pros
17hats is very easy to use - once you get the hang of it. Some aspects are a bit confusing to figure out, but their customer support is amazing and always there to help! Keeping track of invoices and timelines is super easy now and the bookkeeping feature keeps me on top of my finances easier than ever!
The lead generation tool is very useful, allowing us to keep track of potential clients in 17hats right from the start without any extra steps.
Cons
There are some limitations, such as not being able to edit a recurring invoice. When a price changed for a client I had to delete the recurring invoice and create a new one instead of just being able to change the pricing, which I thought was a bit of a time waster. Also, not being able to schedule the invoice for a date in the future would definitely help so I could do things on my time.
17hats FAQs
Below are some frequently asked questions for 17hats.Q. What type of pricing plans does 17hats offer?
17hats offers the following pricing plans:
- Starting from: USD 15.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
17hats offers a free trial for 7 days. Details of paid plans include: Monthly plan - $45/month Annual Plan - $295 ($25/month) paid annually Two Year Plan - $395 ($17/month) paid in lump sum
Q. Who are the typical users of 17hats?
17hats has the following typical customers:
Self Employed, 2–10, 11–50, 51–200
Q. What languages does 17hats support?
17hats supports the following languages:
English
Q. Does 17hats support mobile devices?
17hats supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does 17hats integrate with?
17hats integrates with the following applications:
Google Calendar, Meta for Business, PayPal, QuickBooks Online Advanced, Square Payments, Stripe, authorize.net
Q. What level of support does 17hats offer?
17hats offers the following support options:
Email/Help Desk, FAQs/Forum, Chat
Related categories
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