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.


Images

17hats Software - Send a 17hats Contract for fast and binding agreements with your clients.
17hats Software - 17hats Invoices to get paid fast and keep your business organized.
17hats Software - Capture new lead details by installing a 17hats Lead Capture Form on your website and social media accounts.
17hats Software - 17hats Online Scheduling can trigger workflows, create a Zoom link, and allow your clients to pay at the time of booking.
17hats Software - Download the free 17hats app to keep your business moving even on the go. Run your business from the palm of your hand.
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17hats video
17hats Software - Send a 17hats Contract for fast and binding agreements with your clients.
17hats Software - 17hats Invoices to get paid fast and keep your business organized.
17hats Software - Capture new lead details by installing a 17hats Lead Capture Form on your website and social media accounts.
17hats Software - 17hats Online Scheduling can trigger workflows, create a Zoom link, and allow your clients to pay at the time of booking.
17hats Software - Download the free 17hats app to keep your business moving even on the go. Run your business from the palm of your hand.

Not sure about 17hats? Compare with a popular alternative

17hats

4,4 (117)
VS.

Starting Price

US$15,00
month
US$125,00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

28
34

Integrations

7
4

Ease of Use

4,2 (117)
4,3 (13)

Value for Money

4,3 (117)
4,6 (13)

Customer Service

4,4 (117)
4,8 (13)
Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

4,4 /5
(117)
Value for Money
4,3/5
Features
4,2/5
Ease of Use
4,2/5
Customer Support
4,4/5

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Showing 5 reviews of 117
Jessica
Jessica
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I LOVE 17Hats!! I have always used it and will continue to do so.

Reviewed on 2018/07/02

Pros

My favorite thing about 17 Hats is that it takes all of the things associated with a client project and keeps it all together in one place. That's HUGE. Plus I can embed my lead capture forms right on my website so everything just populates in my contact's info. Amazing.

Cons

I would say the only thing they could improve upon is to integrate Quickbooks self employed and iCal. But I think those are difficult due to the issues with integration within the other software programs.

Angela
Angela
Overall rating
  • Used Daily for 2+ years
  • 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 2018/07/23

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!

Erin
Overall rating
  • Industry: Executive Office
  • Company size: Self Employed
  • Used Daily for 1+ year
  • 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 2020/04/15

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.

Maija
Maija
Overall rating
  • Industry: Photography
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • 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 2018/08/22

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.

Verified Reviewer
Overall rating
  • Industry: Hospitality
  • Company size: 1 001–5 000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

17hats helps organize and systemize

Reviewed on 2019/01/24

The implementation team was so helpful and showed us how to continue to build on the basics so that...

The implementation team was so helpful and showed us how to continue to build on the basics so that we can really use it to it's full potential. Our private tour business has grown becasue of 17hats.

Pros

This tool really helps create a simple and cohesive process for all of your quotes. You can easily build templates for every service and email and quote. It has been a time saver and it has allowed us to work better as a team to satisfy all requests because it creats transparency for us all. We always know what the other has quoted or said. The bookeeping tool is also a timesaver!

Cons

It would be great to be able to use this as a bit of a marketing tool to send blast information to all contacts.

Showing 5 reviews of 117 Read all reviews

17hats FAQs

Below are some frequently asked questions for 17hats.

17hats offers the following pricing plans:

  • Starting from: US$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

17hats has the following typical customers:

Self Employed, 2–10, 11–50, 51–200

17hats supports the following languages:

English

17hats supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

17hats integrates with the following applications:

Google Calendar, Meta for Business, PayPal, QuickBooks Online Advanced, Square Payments, Stripe, authorize.net

17hats offers the following support options:

Email/Help Desk, FAQs/Forum, Chat

Related categories

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