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17hats helps businesses solve various client management problems by providing a user-friendly portal that automates redundant tasks, saves …
Starting at $45 per month
View PricingOverview
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...
Recent Reviews
Pricing
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
Product Details
- About
- Tech 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.
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 Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
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Reviews and Ratings
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Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
January 18, 2021
17Hats saves me tons of time & helps me keep my clients happy.
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.
33.333333333333336%
3.3
N/A
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N/A
N/A
33.333333333333336%
3.3
N/A
N/A
50%
5.0
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- It's saved me and my VA tons of time from having to manually send invoices, contracts, intake forms, etc.
March 03, 2020
Great for Client Onboarding Automation
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
61.11111111111111%
6.1
26.666666666666664%
2.7
40%
4.0
63.33333333333333%
6.3
N/A
N/A
20%
2.0
95%
9.5
N/A
N/A
40%
4.0
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.
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.