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: Education Management
- Company size: 1,001–5,000 Employees
- 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
Monetize Your Small Business Faster
Reviewed on 22/07/2019
The customer service is great. My overall experience over the past three years has been that this...
The customer service is great. My overall experience over the past three years has been that this is a life saver for my business. One of the best investments that I have made in my business thus far.
Pros
17hats has become a "must have" in my small business. It allows me to easily acquire and follow up on leads with forms that embed easily into my website. The workflows help me to create systems and processes for client onboarding and support. The contracts, canned emails and so much more make it a completely robust, but easy to use system for any service business.
Cons
The only con is that you cannot whitelabel your 17hats website. I prefer a whitelabel option.
- 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: 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.
- Industry: Health, Wellness & Fitness
- 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
Love 17hats for small business
Reviewed on 22/03/2023
I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding...
I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding that it's not a good system to be able to organize leads to different team members and what they can view.
Pros
Simple, easy to use system for solopreneurs with lots of features to keep your business organized.
Cons
The lead dashboard feature could be improved so much. It would be nice to have the ability to move clients from leads, to active client and back to lead again when they come back to work with you again. I also don't like that text message notifications were turned off!
- Industry: Photography
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
I like it, but I'm not in love.
Reviewed on 22/08/2018
I've found that customer service is overall pretty good. I'm surprised that people have said it's...
I've found that customer service is overall pretty good. I'm surprised that people have said it's not great. I've always gotten ahold of real people. I do feel that this software is still being built up and they are constantly making improvements. I'm hoping they read these reviews to have more direction on where to take it next! Overall I find that for the cost of the service, I'm receiving a quality product.
Pros
It's a great organizational tool. I love the bookkeeping integration. I'm able to print a P&L report at tax time and hand it over to my accountant. I also like that I'm able to send questionnaires, contracts, and invoices to clients as well as automate much of my communications to individual clients. It makes me look a lot more organized than I am and I've had multiple clients remark at how personal each of my communications feel!
Cons
It does not have a booking integration and so now I'm purchasing a separate app for that. I also would love to be able to integrate Mail Chimp with this or even have a similar feature within this system.
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
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