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Overview

What is 17hats?

17hats is a powerful business management software designed to simplify daily operations for entrepreneurs in various fields such as photography, event planning, law, consulting, and small businesses. The platform offers numerous features that eliminate repetitive tasks and streamline workflows. With...

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Recent Reviews
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Pricing

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Starting Price

$45.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is 17hats?

17hats is a powerful business management software designed to simplify daily operations for entrepreneurs in various fields such as photography, event planning, law, consulting, and small businesses. The platform offers numerous features that eliminate repetitive tasks and streamline workflows. With customized lead inquiry forms embedded on the website or social media platforms, prospects can provide their information and get automated responses from businesses to assess their needs better.

The centralized dashboard allows managers to organize client communications, proposals, contracts, online payments all in one place. By automating recurring tasks like creating quotes based on templates or sending reminders for payments, 17hats reduces busy work time and enhances productivity. The platform also integrates with Google Calendar and iCal to synchronize booking appointments details while tracking billable/non-billable time.

Overall 17hats provides an interactive hub that simplifies project management by categorizing documents according to type - invoices, contracts questionnaires product quotes- stored separately for easy access when needed. The platform's white-label capabilities enable businesses to customize landing pages using logos themes providing better insights into analytics reporting delivering useful insights strategies for revenue generation growth of the business.

17hats Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(11)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users commonly recommend 17 Hats for its ability to keep all work in one place. It is often recommended for small businesses and solo entrepreneurs. Users suggest taking the time to set up and customize the platform for the best results. They also recommend trying out the free trial of 17 Hats to determine if it meets their specific needs. Additionally, users advise utilizing customer service for assistance with any questions or issues that may arise.

Attribute Ratings

Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Erika Tebbens | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
My VA suggested I get 17Hats as she has been using it for awhile for her own business and has been very happy with it. I needed a new way to streamline client management and it's been great!
  • I like the automated workflows that I can set up that run without me, but still look professional and give a great client experience.
  • It's really convenient that you can pull financial information into it as well.
  • I love how I can create and store templates for all of my offers to onboard my clients and their contracts as well.
  • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
Sales Force Automation (9)
33.333333333333336%
3.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
33.333333333333336%
3.3
Task management
N/A
N/A
Billing and invoicing management
100%
10.0
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
50%
5.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
  • It's saved me and my VA tons of time from having to manually send invoices, contracts, intake forms, etc.
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
I haven't needed to use it.
Marli Espinales | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use it for many things but mainly to create online agreements that can easily be signed electronically by our clients, as well as invoicing. Once we got a handle on the platform, we started to integrate it more onto our website like lead capture forms which help automate our sign-up and price inquiry process. For example, someone completes a website quote form on our form, we program it to automatically send them our online questionnaire so we can then provide a direct quote. We do this for different services. We also use it for time tracking for clients who need hourly work done.
  • Invoicing
  • Creating online questionnaire
  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Sales Force Automation (9)
61.11111111111111%
6.1
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
26.666666666666664%
2.7
Case management
80%
8.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
40%
4.0
Lead management
80%
8.0
Email marketing
N/A
N/A
CRM Project Management (3)
63.33333333333333%
6.3
Task management
90%
9.0
Billing and invoicing management
100%
10.0
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
20%
2.0
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
80%
8.0
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
  • ROI - Saves me time on creating invoices and questionnaires.
No
If I am paying a monthly subscription for a product, I expect all kinds of support to be part of the package. It is not fair or affordable for small businesses to not get the support they need for a product they are shelling out for.
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
No
Something as simple as adding my email signature. It sounds silly but I was wasting so much time adding to every individual email without realizing we could do it under account settings.
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