Who Uses This Software?

We serve entrepreneurs with small companies.


Average Ratings

78 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 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

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 organize, systemize, get paid faster, grow their business, and land more clients.


17hats Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Order Management
  • Performance Metrics
  • Project Management
  • Purchasing
  • Scheduling
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

17hats Reviews Recently Reviewed!


Capterra loader

Overall, I like 17Hats, but it's not the all-in-one app I'd hoped for.

Apr 19, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: The workflows. If you have multi-step projects, 17Hats is awesome for organization. It's saved my bacon more than once by reminding me that I'd not completed a particular step. I also like the lead integration and email integration (see above about bacon saving).

Cons: I'd love to be able to ditch my time-tracking software (Freckle) and invoicing / accounting software (Freshbooks), but I just can't at this point. I actually adore Freckle, so they'd have to work hard to beat that, but even compared to Freshbooks time tracking, 17Hats stinks in that aspect. Very clunky.

Regarding invoicing / bookkeeping, I have a couple of main complaints, but they're big ones:

1a) You can't let clients have multiple payment options. You can implement Stripe, for instance, or PayPal. But you cannot have both active at the same time.

1b) Which leads me to the next issue. Payment method is global, not per client. So if you credit cards, for instance, so that clients use ACH transfers (thus saving fees), that's site-wide. But say you have an international client or a client who wants to use PayPal? You have to change your payment method FOR EVERYONE. Granted, it's one click of the button, but meanwhile, anyone paying an invoice is getting option B instead of option A.

2) Profit / Loss Report: This is critical, but you cannot run the whole year and have it broken down by month. To see each month, you have to generate a new report. Freshbooks allows quarterly, yearly, and custom date ranges with a month-to-month total and grand total all on ONE SCREEN.

So while I'm using 17Hats and don't plan to stop, I really wish they'd get their act together when it comes to the bookkeeping aspect of the software. It's not there yet.

Overall: Organization. As someone with Attention Deficit Disorder, I rely on my tools to stay on track with my business. 17Hats helps immensely with that. I just wish it was the one app (one app to rule them all!) I'd love to consolidate apps. Saving the money would be nice, but more importantly, I'd like to not have to constantly switch between apps to perform different functions. Still, though, 17Hats is great even used just as a project management tool.

Capterra loader

Small business owners wear a lot of hats, this helps to manage many of them easily

May 04, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Allows me to create invoices and automate monthly billing. Separates billable work by project. Supports multiple users. Integrates with several payment gateways to automate payments. Handles invoice reminders. Helps with prospecting by providing web publishable intake forms. Includes workflow designs that automate and track projects by stages.

One huge thing this has done for us is to streamline the quote to contract to invoice process. Each is handled and triggered by the previous step. We create quotes and upon acceptance the agreement is sent. Upon electronic signature of the agreement the invoice is created and sent.

It provides some lightweight bookkeeping features but also integrates with Quickbooks Online.

Cons: We deal with some billing that requires calculation in sub-penny increments and the billing suite performs rounding errors because it cannot calculate below 2 decimal places.

I also wish there were a full api for lead intake. The lead forms work well, but cannot be styled to match the landing pages we use for inbound marketing.

Overall: This truly lives up to its name. I'm not sure how many hats it helps me with as a small business owner, but it sure is close to 17. It saves me time on a daily basis by automating my contracts, invoices, and payment acceptance. I heartily recommend this to anyone who needs a little more time to do work of their business rather than the business of the business.

Capterra loader

A full-featured project management system

Jun 15, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love how easy this program makes it for me to keep track of all steps of my workflows for all of my projects from the initial lead capture all the way through the completion of the project.

The workflow templates make new client onboarding a standardized and efficient process while still giving me the flexibility to adjust to the project's specific needs. The lifecycle gives me an easy at-a-glance status of each project. The calendar and e-mail integration means that all client communications are in one place and I never double book myself.

I really like being able to automate the proposal, contract signing, invoice process. I have only been using this for 2 months and I feel like I have only scratched the surface of what it can do. Customer service is quick to respond, friendly and professional.

Cons: While I overall love this service, there are some things to be desired. There is no phone support available but their e-mail/chat support has been food so far.

The mobile app is very limited in features and glitchy and from what I've seen they are not planning on improve it now that their website is mobile responsive. There are very few integrations, I would love it they could support Zapier.

The client portal is a nice concept but I am not using it because it doesn't have the features I need. Their bookkeeping feature is a joke but I guess it's better than nothing for a freelancer that may otherwise not do any bookkeeping.

Overall: I tested a variety of practice management SaaS products specific for accounting firms and none came close to impressing me like 17Hats did with its combination of features that I needed and a competitive price. This is impressive given that 17Hats isn't designed for bookkeeping firms!

Since I have implemented my efficiency has improved greatly, I get more done in less time and nothing falls through the cracks.

Capterra loader

17Hats has helped me run 4 businesses at once!!

Jul 23, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!

Overall: 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.

Capterra loader

Truly a game changer for my business!

Mar 08, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 17hats is very easy to use - once you get the hang of it. Some aspects are a bit confusing to figure out, but their customer support is amazing and always there to help! Keeping track of invoices and timelines is super easy now and the bookkeeping feature keeps me on top of my finances easier than ever!

The lead generation tool is very useful, allowing us to keep track of potential clients in 17hats right from the start without any extra steps.

Cons: There are some limitations, such as not being able to edit a recurring invoice. When a price changed for a client I had to delete the recurring invoice and create a new one instead of just being able to change the pricing, which I thought was a bit of a time waster. Also, not being able to schedule the invoice for a date in the future would definitely help so I could do things on my time.

Overall: My business is much more productive without having to spend a lot of time on proposals, contracts and invoices. Knowing where each project is in the timeline is very helpful and keeps our projects flowing smoothly.

Capterra loader

The closest thing I've seen to killing all the birds with one stone.

Apr 26, 2018
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: 17hats does a lot of things (and well!) all within one platform-- proposals with e-signatures, invoices with online payments (via Stripe), bookkeeping, to-do lists and much more. Plus, you can save templates for everything (from proposals to invoices to emails) so you can templatize your whole business, and you can create automated workflows where you can do things like have an email sent out or a task created when a proposal is signed. I've recommended 17hats to many web designers and digital agency owners and use it myself every day. It's perfect for an individual or small team.

Cons: If you have a team, you might still need a project management software. It's not very sophisticated when it comes to assigning tasks and working on things as a team. In our business (a web design and digital marketing agency), we use 17hats to manage all the back office operations, but we still have a project management platform that we use to actually manage projects.

Overall: It allowed us to start accepting online payments for invoices and e-signatures proposals. Also, it allowed us to make proposal templates, invoice templates and email templates that can be sent out with a few clicks-- saves us a ton of time!

Couldn't do business without it!

Feb 13, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It has streamlined everything from client inquiry to payment and everything in between! I love that I can send clients a bundle with their quote, contract, and invoice. I use workflows to keep each project organized. My clients also love it and have commented on how easy it is to use from their side.

Cons: There is no way to pull reports/data. I'd like to be able to see how many inquiries came in, turned to bookings, sales figures, etc within certain time frames. I would also appreciate a way to see data from questionnaires. Specifically, I have inquires fill in "where did you hear about me" and it would be great to pull those answers and gather data.

Overall: Overall, super happy. I've been using for a few years now and am locked in at a great rate. The user interface isn't as pretty as some of the competitors softwares, but it gets the job done and keeps everything organized.

17hats is an all in one system that lacks a few integral things

Feb 25, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I love how easy it is to send an agreement, questionnaire, and invoice to a new client. Everyone raves at how much they love my clients systems because it's so easy to use. It makes booking in new clients a breeze.

Cons: 17hats falls short on the bookeeping and financials. I find it's not robust enough to really even help me keep track of my money. I end up having to use outside financial systems like Xero or GoDaddy Outright because of this. The added expense isn't fun.

Overall: Overall it's worth it to have emails and client documents in one system. It's easy enough for the clients to use too. It's pretty slick but I don't feel like it's truly an all-in-one system. If it had a built in scheduler or worked with Acuity, plus was more like Xero for financials, I'd be happy!

Capterra loader

Great platform for all businesses

May 21, 2018
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: There are many pros to 17hats - first, you can try this for free for a month to get a feel for the platform and test out all of the functionalities. It's easy to workflows, integrate email, quotes, invoices, contracts - and you can easily sign off to accept a quote and contract right on the platform.

Cons: I did have some cons when I first used 17hats a few years ago, and stopped for about 6 months and came back after trying something else out. In that time, they had made a bunch of upgrades to the platform and made it much easier to set up new projects and organize all of your documents within each project. As of right now, I don't have any cons using 17hats.

Almost perfect Client management system

Dec 14, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I LOVE almost everything about 17hats. I expect that the "almost" will fall off in the coming year. 17hats nearly meets and exceeds all my needs. I love the automation possiblities, the ability to track information, the auto population features that save me Tons of time! al

Cons: The lack of a scheduling feature...However, I believe this is something they are working on. I am praying that it will include a feature that allows for classes and for multiple people to be able to be signed up for a single class. As of now I have to use another software, but I am hopeful that one day it will meet all my needs.

Overall: I love the support that I get. They are always updating and adding new features and the tutorials are so helpful as well. Great software...it has transformed by business in the past year...Can't imagine my life without it!

Capterra loader

I like it, but I'm not in love.

Aug 22, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

17hats helps organize and systemize

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

I love 17hats!

Jul 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love how much time 17hats saves me by setting up the CRM and workflows. I am able to spend more time on growing my business instead of remembering where I left off with each client and my to-do list. The bookkeeping helps me keep my expenses together and easy for my accountant for taxes. The workflows are a complete life saver!

Cons: They are based in Australia so you cannot always reach someone and the 17hats app is not as up to date as using the mobile version of the website.

Overall: This software completely keeps my business organized and running smoothly. It is a life saver for sure with lead management, invoicing, contracts, questionnaire and bookkeeping. I would highly recommend 17hats to other companies.

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
Likelihood to Recommend: 10.0/10 Not
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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.

Life saver!

Aug 24, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 17hats is a quality CRM system that I use daily to keep my business running smoothly. I use all features which includes bookkeeping, lead management, projects, invoicing and contracts. With the CRM keeping all my client's details in one spot, I can easily find any information on that project with a click of a button.

Cons: I feel that the app version needs to be updated. The mobile version offers several features that the app is not set up yet to tackle.

Overall: My business deals with special events and the workflows for each event help me keep track of where they are in the process which saves me a lot of guess work. Being able to create workflows and automate my job lets me focus more on growing my business.

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!

Capterra loader

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

Jul 02, 2018
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: 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.

Capterra loader

Great for Freelancers

Aug 16, 2018
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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Pros: I really find this a very useful program. Easy to use. Easy for clients to understand how to pay. I like being able to submit contracts, proposals, and invoices. Great for integrating contact forms on my website.

Cons: Front time to time, have issues with the payments syncing.

Overall: I have been using 17 hats for over 3 years now and have found it the perfect invoicing and communication service for my business. It has made life so much easier with the ability to send automatic invoices and emails to clients.

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...

Amazing CRM Software with incredible support

Apr 05, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 17hats does so much more than just the basics. It manages incoming leads, turns them into invoices, and allows me to set up workflows so the system does much of the work for me. It has saved my company a ton of time and probably money, too. The support team is incredibly responsive and helpful.

Cons: The accounting is lacking, but it's not meant to be a primary accounting software. It has the ability to sync with Quickbooks Online which works.

17Hats - Not just for photographers!

Nov 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 17Hats is a great all-in-one client management system that is easy to use and implement in your business.

Cons: I would like more options on recurring invoicing.

Overall: 17Hats is fantastic and I use it everyday to manage my business. it allows me to see an overview of what needs to be done for each client. On the invoice/payment side it help automate the process of sending invoices and collecting payments. It was originally design for free lance photographers, but is very useful for any type of freelance business.

Capterra loader

17 Hats has streamlined my workflow!

Feb 20, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love how easy it is to use, and that I can set up lead magnet forms that import contacts straight into my workflow.

Cons: I feel like the cost is a tad expensive. It has increased a good amount since I joined. To add a second brand for my business, my monthly bill would more than double. That being said, my current plan isn't even offered anymore. I've been 'grandfathered' in.

Overall: Overall, it's a great business management software program.

One-Stop Software

Jan 17, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that this has pretty much all the features I need for my business. There is nothing worse than having to patch together multiple subscriptions for different software programs.

Cons: It's often glitchy and sometimes it won't load at all.

Overall: The customer service process would do better to resolve issues instead of blaming the customer. Sometimes the issue is with the actual software and blaming me for the problem just takes the conversation in circles.

Easy way to manage my photography Clients

Jul 27, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This system makes it really easy for me to manage my photography Clients and Second Shooters (Independent Contractors). I love that I get a text alert when I have a new lead, and that I can create inquiry questionnaires that can be imbedded directly into my website. The integration with Gmail and PayPal makes things very easy for services I had already set up for my business. I admittedly don't use all of the features offered in 17hats, but love the ones that I do utilize!

Cons: The insert token/attribute option doesn't always work as expected for my contracts. When I preview them there are a lot of things that end up looking a little funky in regards to spacing. I've taken a lot of time going back and forth to fix these issues before sending to a client.

Overall: The ability to organize all of my Clients into a project where I can see their communications, contracts, and invoices at a quick glance.

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
Likelihood to Recommend: 10.0/10 Not
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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!

Capterra loader

17hats

Apr 08, 2019
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: I can not say enough good things about this software. It has simplified my business so much. It is very useful for invoicing, contracts signatures, and bookkeeping.

Cons: I do not have any cons at all!! So glad this is available and affordable.

Overall: The business problem solved is that it does invoicing, it does contracts, and sends reminder emails.

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.

really great product...got us organized and smooth running

Apr 20, 2018
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: features are constantly expanding. Great way to organize contract process and payments and look super professional.

Cons: Could use more links to other apps but they seem to be working on adding new features constantly so no real complaints.

Overall: contract and payment organization and streamlining

I have been using it for 2 years with 2 brands

Apr 19, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The ease of flow for customers from their own backend login, to questionnaires to invoice to contract and then payment

Cons: The iPhone App still is very basic and not easy for accomplishing anything it is basically just for viewing documents and invoices

Helped streamline workflow

Dec 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: We use this for everything with our family handyman business and it creates a more professional front than we had before, more organization and efficiency for us on the business side and was easy to teach our office staff member to use.

Cons: Once when we had an issue with the platform being inaccessible/down for us, the customer support response was on the slow side.

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.

Capterra loader

A great tool for the independent contractor

Mar 21, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: I love that I can easily set up recurring invoices and notifications. Creating invoices, calendars and work flows is fairly easy to set up too.

Cons: The main negative for me is that I cannot set my recurring invoices to auto pay. If the client was automatically charged for their recurring invoices, it would save me so much time!

A good software for smaller 1-person agencies

Mar 21, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Quoting is fantastic. I can send a quote out with the contract and a payment schedule attached. When the person accepts the quote, they then get sent the contract. After that they are shown the payment schedule.

Building a quote is equally great because I can offer three sections. First section: the required items of the quote. Second section: Choose one of the options. Third section: Choose any of the options.

This has been very helpful for website design where I put the website design in the first section, me hosting or them hosting in the second section, and add-ons like maintenance, SEM, e-Commerce, and more in the third section.

Cons: Customers can't setup automatic payments for recurring invoices.

Overall: The tech support I've received has been solid. I like the software and I'm going to continue using it for now.

I should have moved to this years ago

Mar 13, 2019
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: This has just streamlined my business and finances. I can let 17 hats do the heavy lifting and allow my book keeper to maintain and I can get on with the business of my business.

Cons: The billing system seriously needs an overhall. To be able to have auto billing would be a godsend. That still needs work

So many features for the price point, it was a no brainer

Apr 10, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We needed a database that had the ability to connect with Gmail and send digital contract for online signatures. The digital contract functionality alone pays for the product, as other digital contract programs alone are double the price. Having a complete database tool that allows for this included in the cost is perfect.

Cons: You can't add custom fields for contacts or projects so this makes the database functionality extremely limiting. My client is a home inspection company that also hosts training courses for other home inspectors, works with real estate agents and project managers, and has preferred partners. This makes it very difficult to differentiate between contact types and add the field we need. We'd pay a little more for this functionality if it was available.

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.

Capterra loader

Brilliant Software with so much to offer!

Oct 10, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The automation of follow up invoicing is brilliant.

This software does so much more than just accounting for your financials.

It is accounting, a CRM, email, contracts, and much more.

Tutorials, webinars and online help.

Cons: Like anything that completes multiple tasks, it is quite complex once you start digging.

Has great multipurpose functionality, but you need to spend the time in it to make it work to its maximum capacity for you.

Overall: This does my accounting mainly and is also a source of inspiration for contracts and templates. There is a marketplace where you can review and purchase additional templates of all sorts for various industries.

Well worth the money.

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.

Capterra loader

I have been using 17Hats for years!

Dec 05, 2018
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: This is hands down one of the best pieces of software I use. My business couldn't run without it! All my projects are kept in line, workflows, bookkeeping, and more. Fantastic investment and well worth the money with all of the improvements they are constantly making.

Cons: The one thing I wish they did was make it so that clients could easily share files and documents back and forth through the software with me.

Great tool for any small business!

Mar 07, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: This tool does so much! I love how professional my invoices, quotes and contracts look and I love the ability to set up work flows. I couldn't run my business with it.

Cons: My complaints are very minor. I wish I could choose the timeline for follow up emails on late invoices. I wish ACH transactions cleared faster. But overall there's hardly anything I'm left wishing for, it fills all my business administration needs.

Capterra loader

Good CRM with Outdated Interface

Sep 04, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Loved the workflow for creating quotes/proposals to contracts and then invoices. Made it really easy to get all those things squared away in one go. Love that we can create custom templates for mails, contracts, etc.

Cons: Didn't like the interface, found certain things tedious to do, like creating email templates or creating the proposals etc.

Overall: Overall it's a good software. Has a heavy focus on photographers though

All in one!

Aug 20, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I liked that I only needed this software for all my needs.

Cons: The design aesthetics could definitely be improved.

Capterra loader

A Simple Solution to For Business Communication

Nov 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is a breeze to pick up. If you need something that allows you to easily send and track invoices, questionnaires or any other form of business communication with your clients this will do it in a simple and professional manner. You can send quotes, track your accounting and even track your own time which is great if you are wanting to track billable hours for clients. It's really a great all-in-one solution for small businesses.

Cons: It's a bit of a jack of all trades, master of none; but you'd be hard pressed to find anything that does everything as well as 17hats.

Capterra loader

Give you all you need.

Apr 07, 2019
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: Allows you to manage and organize business. You can sort clients by date as well as generate invoices. The service also allows for scheduling as well. Because it tracks invoices you can also use it as an accounting tool as well.

Cons: It is a bit self contained so, if you choose to use any other products to replace any of this products features it becomes drastically less helpful. It also is a bit pricey.

Overall: It's really gives you 17 hats to run your business would definitely recommend it if you are serious about handling your business yourself. It really doesn't take away the logistical hassle of dealing with different services and/or people.

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.

Capterra loader

LOVE 17HATS!

Apr 24, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It has saved me so much TIME -- and MONEY! I love that I have all the business features that I need in one place.

Cons: They don't have the option for people to book calls with you through the platform. I heard that feature is coming, though!

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!

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
Likelihood to Recommend: 10.0/10 Not
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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.

Capterra loader

Relaxing!

Apr 10, 2018
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: Customer Service is prompt!

I was able to start IMMEDIATELY using it and sent out my first questionnaire the next day after purchase. The "overview" page was the best, it showed "action" items that were super simple to understand and use!

Cons: I wish I would have been able to upload my already done questionnaire. But it really wasn't a big deal, because creating the questionnaire was crazy simple!!!

Overall: By using a customer service program that has amazing customer service. Makes it easier for me to deliver better customer service!

Extremely organization and visually appealing

Sep 13, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: An EXCELLENT application that allows for organization and ease of use. Not only does it allow for detailed and simple organization, the visual appeal and agreeability is high.

Cons: There are no cons yet for this product. We look forward to continuing use.