# 17hats Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is 17hats the right Business Management solution for you? Explore 136 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/144328/17hats/reviews --- 17hats 4.4 (136) [View alternatives](https://www.capterra.com/p/144328/17hats/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of 17hats Ease of use 4.3 Customer Service 4.4 ## Pros and Cons in Reviews Jong K CEOArts and Crafts, 2 - 10 employeesUsed the software for: I used a free trial. “Hats has been a game-changer for my business, allowing me to manage projects, send quotes, and handle contracts and invoices all in one place.“ August 17, 2024 Jong K CEOArts and Crafts, 2 - 10 employeesUsed the software for: I used a free trial. “The only area where 17Hats falls short is in its bookkeeping features. While it offers basic financial tracking, it lacks advanced accounting tools found in dedicated software.“ August 17, 2024 Liz A OwnerConsumer Services, 2 - 10 employeesUsed the software for: More than 2 years. “I’m so into 17hats that I'm an Ambassador, I teach their workshops, have co-written their certification curriculum, and even got to show off their stuff at Shutterfest 2022! Plus, my team sets up multiple 17hats accounts for clients yearly because it’s just that good and we fully recommend the platform to everyone. If you’re running a small business and want to ditch the chaos, 17hats is your friend.“ August 16, 2024 KE Katie E OwnerPhotography, Self-employedUsed the software for: More than 2 years. “Finally i went back to my business and had to do a massive cleanup due to me not organizing 17hats correctly to begin with.“ August 28, 2024 Belinda A CEODesign, 2 - 10 employeesUsed the software for: More than 2 years. “A lot of features for a very affordable price. If you're a service provider who offers package services, the lead-to-quote-to-invoice-to-project workflows with everything you and a small team needs, all in 1 place, is invaluable.“ January 4, 2025 Belinda A CEODesign, 2 - 10 employeesUsed the software for: More than 2 years. “The calendar view never worked quite the way I wanted it to.“ January 4, 2025 DU Danielle U Certified Coach and Business MentorProfessional Training & Coaching, Self-employedUsed the software for: More than 2 years. “Honestly, condensing my business systems from multiple to a single platform. Plus, I can run my multiple different businesses from the same platform for different "brands" feature 17hats offers.“ November 23, 2024 KK Kodie K PhotographerPhotography, 2 - 10 employeesUsed the software for: 1-2 years. “It was really hard to set up and took me days to figure it out (Im very tech savvy so this was frustrating and no user friendly) Once everything was set up it was good and ran pretty well.“ March 4, 2025 ## Showing most helpful reviews Showing 1-25 of 136 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Abbey W. Copywriter, marketing consultant Marketing and Advertising Used the software for: 2+ years ### "Perfect solution for a 1-man freelancing business" February 9, 2026 5.0 17hats is perfect for small 1-2 person freelancing businesses. Once your business expands beyond that with multiple employees and product offerings, it can be lacking. Pros I love 17hats for a freelancing business with only a few clients at a time. It is easy to use and set up and keeps everything in one spot - billing, invoicing, client communication, workflowsm, and more. It helps keeps me organized and on task. Cons Once my business got a bit more complicated with products in addition to one-on-one services, I "outgrew" 17hats as some basic features inside bookkeeping and contracts didn't exist. Alternatives considered [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[Harvest](https://www.capterra.com/p/75598/Harvest/) Reason for choosing 17hats 17hats had all the features I needed for creative freelancing. The workflow and templates are great and the ability to share my templates with others gave me another revenue stream. Review Source SS Samantha S. Certified Sleep Practitioner Health, Wellness and Fitness Used the software for: 2+ years ### "Easy to use and does what I need it to do." March 3, 2026 5.0 I've been really happy with 17Hats and have no intention of looking at other CRMs as it completely fulfils my requirements Pros I've been using 17Hats for nearly 7 years. It's intuitive to use, and most importantly, their team are great, and will always go above and beyond to help with any queries. Cons Not much really! The bookkeeping function isn't always the easiest to navigate, but it links seamlessly with other accounting packages. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing 17hats Because 17Hats was easier to use and implement. Review Source TD Tom D. Owner and Lead Photographer Photography Used the software for: 1-2 years ### "17hats good enough for simple features" March 17, 2025 3.0 17hats performed its duties on a straightforward basis. I wish it were more robust. Pros I liked the calendar and scheduling features. Cons The interface was not intuitive and lacked features. Alternatives considered [Thryv](https://www.capterra.com/p/156926/Thryv/) Reason for choosing 17hats I did not choose 17hats over another product. I moved away from 17hats to another product. Review Source VR Verified Reviewer Head Photographer and Editor Photography Used the software for: 6-12 months ### "17Hats the one stop shop" November 10, 2025 5.0 Pros I think that the main thing that I can say about 17hats is that it’s a good all in one system email, booking and everything at one spot. Cons There were no issues with the software at all. We just were not in the position to keep paying the amount that was required. Switched from [Google Docs](https://www.capterra.com/p/160756/Google-Docs/) 17hats had all that I needed all in one spot just for a price. Review Source DU Danielle U. Certified Coach and Business Mentor Professional Training & Coaching Used the software for: 2+ years ### "Simplifying & Streamlining Small Business Management" November 23, 2024 5.0 When I first signed up for 17hats in 2018, it simplified my business systems from 5 to 1 single system, saving me so much time and money. I love how it has so many useful features and functionalities in a single platform that helps me run my business professionally and with high quality service. The multiple brands feature has also allowed me to run 3 different businesses out of a single system. I am in 17hats daily, and I couldn't be happier with this platform, as well as the team behind it. Thank you 17hats! Pros Honestly, condensing my business systems from multiple to a single platform. Plus, I can run my multiple different businesses from the same platform for different "brands" feature 17hats offers. It's amazing! Cons Any questions and feedback I've had, I've been able to get answered! Switched from [PayPal](https://www.capterra.com/p/207944/PayPal/)[Typeform](https://www.capterra.com/p/137289/Typeform/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) I was using multiple systems and I was able to do everything I needed under one single system - 17hats. Review Source Crystal V. owner Photography Used the software for: 2+ years ### "best accounting software" March 13, 2026 5.0 I have been with 17hats since it started years ago, and I would not use any other software. I love that you can have one account and several businesses and keep the accounting separate. You can switch companies with a click of a button Pros The ease of use and the customer service. The learning curve was very easy to use, and if you have any issues, you can talk with real people in customer support online, and they answer within minutes. Cons The feature of not being able to text a client if they requested information, but that has since been added. Review Source NP Natalie P. Photographer Photography Used the software for: 2+ years ### "The Ultimate Time-Saver for My Business" March 7, 2025 5.0 17hats has been a total game-changer for my business. I use it daily, sometimes without even realizing it because it’s working in the background, keeping everything running smoothly. From handling wedding enquiries to sending automated emails in the lead-up to the big day, it ensures every client receives a seamless, consistent experience. I also use it for my studio mini sessions, and it’s made managing them incredibly easy. I can’t imagine running my business without it now! Pros The seamless integration of quotes, contracts, invoices, and automated workflows has completely transformed how I run my business. It saves me so much time, eliminates back-and-forth emails, and gives my clients a smooth, professional experience. I also love the automation features—they ensure everything runs in the background while I focus on what I love most: photography. Cons The only thing I can think of is that I’m UK-based and 17hats is a US company. That said, their response times have always been quick, and it’s never actually impacted anything—it’s just the only minor drawback I can think of! Review Source KC Kate C. Photographer and Owner Photography Used the software for: 2+ years ### "17hats is like having an EA in your back pocket." March 30, 2025 5.0 As a solopreneur, I used to struggle to keep things organized. 17hats allows me to keep everything in one place and also allows me to automate everythin, freeing up time and energy so I can focus on what matters most. Highly recommend 17hats! I have used it for years and now I happily have a lifetime membership! Pros I love that 17hats grows with me. When I first started out and had little income, I just used some of the basic services (like contact management & email templates). But now that I've grown and have processes for my work, I'm able to streamline and automate everything so that I'm not recreating the wheel for all the work I do. I have created templates for contracts, invoices, questionnaires, etc Cons I can't think of anything- I like it all! Review Source II Iryna I. owner Individual & Family Services Used the software for: 2+ years ### "The hidden gem for coaches to run their practices smoothly" November 29, 2024 5.0 17hats helps me organize and run my business efficiently and save time for what's truly important in my life. Pros 17hats allows me to have all my business administrative tasks and all records and documents related to each client in one place. The best part is that most of the tasks are automated, eliminating the need to hire an assistant for those tasks. The same way as you would train your assistant for the job you would spend some time to set up your systems the way you want them to work for you. There are many resources available to learn how to do it, including the live trainings where you can workshop your setup with a very knowledgeable team member, and the new Marketplace makes it even easier - you can download the set up you want and save time on setting things up yourself. Integration with my calendars and Zoom makes setting up meetings a breath - I don't have to double check for time conflicts or go back and forth with the Zoom links. It all happens automatically. Running my business from 17hats daily frees my time to have life and run my business, I don't have to choose one over the other. The customer support is spectacular. All my questions answered and issues resolved in a timely manner and in a supportive and respectful way. Cons Nothing I can think of. Any issues that show up are always resolved quickly and efficiently Review Source Belinda A. CEO Design Used the software for: 2+ years ### "Solid, affordable choice " January 4, 2025 3.0 Overall was happy using 17Hats for maybe 3-4 years. Lots of good features for the price. Pros A lot of features for a very affordable price. If you're a service provider who offers package services, the lead-to-quote-to-invoice-to-project workflows with everything you and a small team needs, all in 1 place, is invaluable. Cons The design isn't the prettiest. The calendar view never worked quite the way I wanted it to. The scheduling features weren't super robust (I still used Calendly alongside this). There's little to nothing on reporting or analytics. Review Source TT Tara T. Owner Photographyer Photography Used the software for: 2+ years ### "17hats is platform designed to simplify all things business so you can focus on what matters most. " October 2, 2024 5.0 I have been using 17hats since 2015 and it has completely transformed my business. 17hats allows me to effectively and efficiently run my business from anywhere. I love that I can collect leads through my website, automatically start workflows, send client emails, and contracts, invoices, get paid, and more. The bookkeeping feature is also super helpful. Since the beginning 17hats has listened to their user's feedback and is constantly updating and improving the platform to provide the best user experience and really simply and automate all things business. I highly recommend 17hats for anyone starting a business or looking to improve and automate their systems. Pros I truly feel like 17hats cares about their users and is looking out for our best interests as business owners rather than it being only about sales. Some companies get so big that you can't reach real people for tech support. I love that 17hats keeps it personal. Cons I don't have any complaints at the moment. Review Source ME Megan E. Owner CEO Management Consulting Used the software for: 2+ years ### "17Hats Helps Me Get More Time Back in My Day" September 10, 2024 5.0 I have been using 17Hats daily for almost 5 years, its allowed the businesses to grow faster than I would have ever been able to without it. Pros 17Hats has automated my businesses, from sending contracts and invoices automatically, personalized emails, and it keeps everything in one organized place. Cons I love it, I haven't found much that hasn't worked for me and when I have issues support has been great Review Source Jessica F. Owner Used the software for: Less than 6 months ### "A full-featured project management system" June 15, 2018 5.0 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. 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. Review Source Danielle M. Owner Information Technology and Services Used the software for: 2+ years ### "17hats is an all in one system that lacks a few integral things" February 25, 2019 4.0 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! 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. Review Source Maija M. Photographer Photography Used the software for: 2+ years ### "I like it, but I'm not in love." August 22, 2018 4.0 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. Review Source VR Verified Reviewer Owner Events Services Used the software for: 1-2 years ### "I love 17hats!" July 26, 2018 5.0 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. 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. Review Source VR Verified Reviewer Business Owner Entertainment Used the software for: 1-2 years ### "Life saver!" August 24, 2018 4.0 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. 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. Review Source SB Steph B. Owner, Designer Design Used the software for: 2+ years ### "Couldn't do business without it!" February 13, 2019 5.0 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. 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. Review Source Jamie S. Productivity Specialist Consumer Services Used the software for: 1-2 years ### "17 hats where it all began... " January 6, 2023 4.0 Pros I started using 17 hats for. The scheduling and signed client agreement functionality. Cons I did not like how projects were organized. This may have changed since I used the product. Review Source Sheila P. Chief Executive Officer Education Management Used the software for: 2+ years ### "17hats" April 8, 2019 5.0 The business problem solved is that it does invoicing, it does contracts, and sends reminder emails. 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. Review Source Wesley F. Owner/Photographer Photography Used the software for: 2+ years ### "Awesome Program" January 22, 2022 5.0 Pros This is truly a one stop shop piece of software. It will allow you to send quotes and invoices, accept online payments, track finances, email customers, manage multiple brands, and even provides customers their own portals to access contracts and other documents related to their job. Cons The banking area needs a little work as it frequently disconnects, but other than that it works great. Review Source VR Verified Reviewer Owner Used the software for: 1-2 years ### "Helped streamline workflow" December 27, 2017 5.0 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. Review Source Jenn Z. Owner, Creative Business Strategist Arts and Crafts Used the software for: 2+ years ### "A bit clunky, but can still help streamline your business" January 15, 2019 3.0 I tried out 17hats when I was comparing different CRMs and it just didn't meet my needs. I've worked with clients who use it and love it, so it comes down to personal preference and needs in the end. Pros It has some great features for client management, such as relatively granular permissions control within the client portal Cons It's not very well-designed. You have to search around to find things a lot of the time and some of the ways the interface is set up just plain don't make sense. I hate the user experience, but that part is my personal preference. Review Source VR Verified Reviewer Owner Marketing and Advertising Used the software for: Less than 6 months ### "A good software for smaller 1-person agencies" March 21, 2019 4.0 The tech support I've received has been solid. I like the software and I'm going to continue using it for now. 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. Review Source MB Monica B. Wedding Photographer Photography Used the software for: 2+ years ### "It’s okay. " February 3, 2021 3.0 It was fine for what I needed to do. Nothing fancy. Just contracts (which I struggled with). But then I needed to start offering more tools to my clients as my clientele grew and it wasn’t working for me anymore Pros The only thing I like about 17hats is that it (almost) lets you get done what you need to get done. Basically just contracts, invoices, and bookkeeping. Cons It’s not user friendly at all. I’ve been using this for over 2 years and there are still features I’m finding out how to use. It’s kinda a messy program. Review Source Similar Products Featured