Who Uses This Software?

We serve entrepreneurs with small companies.


Average Ratings

21 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $17.00/month/user
  • Free Version
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online

Vendor Details

  • 17hats
  • www.17hats.com
  • Founded 2014
  • United States

About 17hats

An all-in-one business management app built by entrepreneurs FOR entrepreneurs. 17hats provides a single hub for client communications, proposals, contracts, online payments, project management, bookkeeping, client management, and more. Designed to eliminate busywork, 17hats simplifies repetitive tasks with templates and automated workflows. At home or on the go, more than 40,000 entrepreneurs us 17hats to get paid faster, grow their business, and land more clients.


17hats Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

17hats Reviews Recently Reviewed!

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It's Decent

Nov 01, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Pros: This is what I use, and I love the amount of functionality. I particularly use and appreciate the contracts and bill payment features.

Cons: It feels expensive for what it is. Sometimes it's cumbersome to use and input information. Occasionally something doesn't work.

17Hats has really helped me keep my client information organized

Oct 12, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I love the email templates, it's much easier than copy/paste, especially when personalizing the text. I also love the quote/invoice system, it keeps me from having to send 5-6 additional emails for every client. The questionnaire templates are really important to me too, it's easy to build and easy for clients to fill out. I like the bookkeeping function; it keeps track of when I receive payments so I don't have to worry about that. The customer service is excellent.

Cons: I wish it had more options for type of contact, or that I could customize the labels. I have more types of contact than the 4 that are available.

Overall: 17hats has really helped me stay organized!

Overall a great product, but I found it clunky to use after a while.

Sep 18, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Great features, such as e-signatures capabilities and lead capture. Chat support is also usually available and pretty helpful. Workflows are also a nice addition if properly set up.

Cons: Can be cumbersome to use, more of a learning curve than with other software, and the bookkeeping wasn't sufficient as a true bookkeeping system at the time I used it. I also didn't like the feature request system, which was based on a certain number of votes you were allotted.

Overall: E-signature capabilities.

I've been using 17hats for about a year now and it has been fantastic.

Sep 18, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: I like all the add on's that they have for use like the templates, the ability for customers to simply click one time to pay their invoice once it's emailed. There are so many features that make this platform amazing!

Cons: I wish that there was more integration with other platforms, like Hubspot for CRM or SalesForce, just because 17hats is not as robust in that regard. I wish that you could use multiple timers at one time, because I am constantly working for multiple clients back and forth throughout each day. Sometimes it also seems that there is a delay in how fast the platform processes data. I can click on a project and it will take up to 6 seconds for it to recognize that, and it's not a computer error either, as I checked.

Overall: It helps me run my business seamlessly and allows me the opportunity to provide a high level of customer service to my clients.

I use this software to manage my event planning and association management business.

Sep 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like building contracts and invoices and allowing my clients to accept and sign electronically. I also like that I can accept credit cards through the software without a monthly fee, utilizing Stripe. I also like that I can sync my calendar and see everything as well as add custom calendar events that are only visible in 17 hats that are more CEO/Strategic Planning activities.

Cons: I don't like that you have to add a price to each item in a quote and that it is visible to the client. I prefer to list all my services and give the client a bottom line price. And for some, they pay me a monthly retainer. I would like to be able to edit or hide that feature. I also think it is sometimes hard to navigate.

Overall: It makes the proposal and contract phases of my business much easier. It also automatically invoices my clients when their invoices are due and divides a contract quote up into monthly payments or however I'd like them to be divided.

This management software is easy to use and helpful in my business.

Jul 12, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I really like using this software to manage my web design clients. I can create client profiles and store website data and requests under their file names. If I haven't worked with a client in months and all of a sudden they need changes made to their website, I don't have to hunt for their login password or web design info. I just go into 17hats, pull up their name and all the information I need is right there.

Cons: If you're new to the 17hats, customizing the lead generation forms can be a bit confusing. I had to refer to YouTube in order to create my forms. After you do it once though, you're good to go.

Overall: It's a great way to keep information about my web design clients in one place.

Not a good fit for me.

Jul 12, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Low cost plan for infrequent businesses. Look and feel of platform, clean invoices, time management, integrations, whitelabeling. Team collaboration.

Cons: Time consuming trying to setup and establish the workspace. Configuring workflows, processes and limited templates.

What did I do without 17hats?

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
1 / 5
Value for Money

Pros: The ability to keep my client files organized and save templates I can reuse for each client to save time

Cons: I wish it had automation so that as soon as someone pays, they are automatically emailed my questionnaire but that would just be a bonus!

Great tool!

Feb 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: This has really helped organize our small business, allowing us to track leads, sales, automate messages and flows. I did a lot of research on the options for being able to track all of those in addition to handling billing clients and monitoring our spend and 17hats was certainly the right option for us.

A true time-saver.

Feb 15, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Value for Money

Comments: Using 17Hats simplifies so much of my business ¿ contract management, lead tracking, invoicing. I can do all of that and more (to-do lists, email tracking, bookkeeping, calendar synching, etc.) all through one system.

The internal dashboard is easy to navigate and they¿ve made it easy to integrate with other platforms, like PayPal, Stripe, Square, and Google. There are also templates for everything ¿ contracts, payment reminders, etc. ¿ to get you started. Or you can create your own text and save it as a new template.

The bookkeeping option links to your accounts ¿ bank and credit card ¿ so you can easily sync transactions; and there¿s a time tracker.

My favorite features, however are the contract and invoice management. First, no more emailing contracts back and forth for signatures or using a third-party service. 17Hats has built-in signature ability. I can send a quote (with multiple options for the client to choose from) and, once accepted, auto-send the invoice that goes with it. If it's not accepted, easily schedule follow-ups and lead check-ins.

The only cons for me are:

The limits to file sharing and lack of a client portal. It¿s a ¿business management¿ system with some project management features. It¿s not a true project management software like Asana.

The dashboard is easy to navigate but does show a lot of info that I don't always need (like my local temperature). You get used to it, but something more minimal would be great.

Best business program for people who have a life

Feb 10, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
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Pros: easy to use

Cons: its a little expensive but worth it.

Overall: Love 17hats so much! Better than any time management, book keeping, booking service I've ever used. Customer service is great too. Always updating things.

Recommendations to other buyers: make sure to go through all the sections to figure everything out for best use.

Worth the Investment

Feb 10, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Comments: As a solopreneur I love having my business management all in one place. I probably don't use half the functionality that 17Hats offers, but enjoy the accounting, invoices, and contracts especially.

A great product that will cover everything a small business needs!

Feb 06, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Having all the tools I need in 1 spot to manage the daily business needs.

Cons: Needs a more robust phone app covering all the areas the website covers.

Overall: I have been using 17hats for over a year now and I absolutely love it. I had bounced from program to program to manage my companies daily needs in accounting and project management but when I found 17hats I abandoned them all for 1 program. I have the ability to manage mu customers, automate invoices, keep track on my book keeping, set up work flows with auto triggers, manage my calendar, lead management, and more!

If you have a small business then I would strongly recommend you checking them out!

Recommendations to other buyers: I think they moved to a more free model, try it out and if you don't like it you are not stuck in it but give them a shot.

Quadruple your productivity!

Feb 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I really lucked out by getting in on this at the beginning and I was able to lock in a great rate, however, I would still pay full price for this today if I had to. Being a small business owner has it's many challenges, especially when you have to do everything yourself. Since I've signed on with 17hats I've been able to sign contracts, accept payments, and streamline the booking and communication process all while I'm away from my desk. I would never be able to pull this off without a platform such as this. In addition, it helps me to keep track of my bookkeeping, and my workflows, reminding me of my To Do's and when to do them! No software is perfect but they are constantly improving and listening to suggestions, and whenever I need assistance they are quick to respond. Since I've signed on with 17 hats a year ago, my business has almost doubled, partly due to the streamlined communication and payment processes of 17hats, and because of the ease of this platform I'm able to handle it all without hiring and cutting into profits. AMAZING!

Great Way For Creative People To Organize Their CRM

Feb 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Organization, structure, cost.

Cons: Nothing that I can think of at the moment.

Overall: I have used 17 hats for a videography bushiness. It's a great tool at an affordable price. I have no complaints.

Recommendations to other buyers: Try it! They offer a free trial.

17hats to wear - 1 app to use

Jan 12, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that there are multiple tools built into one app. I used several before switching to 17hats.
I found it easy to use. I was up and running very quickly. It integrates will with payment systems. Most importantly the clients I used it with did not seem to have trouble paying invoices through the app. Finally the electronic contracting invoicing and signature system cuts back on a lot of paperwork and no additional service is needed to use these features.

Cons: Pricing - I am a small company just starting out. I opted to stop using 17hats because there were not enough of options with the payment plan. While I did find a cheaper option I wish I still had access to the great features 17hats has to offer.

Overall: 17hats is a one stop shop type of app. It is perfect for the Solo Entrepreneur. The feature I most enjoyed was the contract/invoice system. As a graphic designer, I could send a service agreement style contract to a client to have him or her first sign that they agree to the terms set forth in the agreement. Immediately upon submitting the e-signature, the client receives the attached invoice which can be set up for full or installment payments. This takes away the need for paper documents and tracking. All of this is set up with one system.

Don't know what I would do without 17Hats now!

Jan 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using 17Hats for a bit over a year now, and don't know how I lived without it. I, of course, use it for invoicing - and find it easier, but it's some of the additional features, like the questionnaires and workflows that make a difference. I would definitely recommend 17Hats to any entrepreneur or small business user.

An AWESOME Software!

Dec 09, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Everything! The Invoices are amazing!

Cons: No phone support

Overall: 17hats is a dream come true for freelancers! It allows me to seamlessly send out quotes, contracts, and invoices and get paid online! I love the professional look of all my business documents.

Recommendations to other buyers: Pay for the account setup package - it's worth it!

17Hats is the BEST for Leads

Dec 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I have only been using 17Hats for a short while but already Love so much about it. The leads from you can easily create to add to your website and facebook page works very well. You can also send a proposal to your client, then once they agree they can sign a contract online and when that is signed then they automatically get an invoice that can be paid directly. Very easy. These are only 2 of the 17 things this app does well.

A multitasking dream tool for sole proprietors

Dec 05, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: 17hats is an awesome tool for me. It has so many helpful features. I personally use it for numerous tasks, including invoicing my wholesale clients, organizing my consulting clients, and keeping tracking of my leads. I like that this is a tool that can do more than one thing. I have a separate invoicing tool as well but 17hats could easily serve that function alone. I love the features, the price is competitive, and it truly helps business owners get more done with less.

LOVE LOVE LOVE

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use

Cons: None to think of

Overall: I'm an event florist, and I've been with 17hats since 2015. And I love that it's grown in so many ways, and it's becoming better and better each update. There's a learning curve, as with any system, but after having a few personal one on one sessions, I feel so comfortable with this system! I hated other systems as they were so complicated. I like easy peasy, and this is just that. Can be it prettier like other systems, sure... Can it have more features... Sure... But the best part is that you can tell them your wants, and if enough people want them, they'll DO IT! So don't knock it till you try it!

Recommendations to other buyers: Take your time with this... and Ease into it. Don't be perfect, just be done. I started fresh in January to start with new systems and I haven't looked back since...