# Page 2 | 17hats Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of 17hats ## Showing most helpful reviews Showing 26-50 of 136 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KK Kodie K. Photographer Photography Used the software for: 1-2 years ### "SCAM! Do not use them! " March 4, 2025 1.0 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. Then the next year my membership went up to $300 which was expected because i got a discount to sign up initially so that was fine. Then they tried to charge my credit card $600 for the next year. Literally out of no where with no upgrades. I emailed them about this since there was no customer service number and the guy i spoke with was rude and did not offer any solutions besides a black friday deal theyll have months away. So now i need to redo my whole platform. This company is a scam, stay away!!! Pros The initial signup - Client Booking and Calendar Cons They Scammed me. They initially said it was $150 to sign up for the year. Then they raised it to $300 the next year. Then SIX HUNDRED the next year. They didnt improve anything for this insane raise. Review Source VR Valentina R. Photographer Photography Used the software for: 2+ years ### "A must-have tool for every small business." November 11, 2024 5.0 I've been using 17hats since 2018! Couldn't do without it, honestly. All the clients are in one place, with invoices and automatic reminders so I don't have to chase payments. Questionnaires, quotes and contracts are a daily process. Workflows make my life easier in so many ways and online scheduling is so convenient. It's a must-have tool for every small business! Pros I like the automation and how easy it is to get work done without actually being there to do everything. Cons Honestly, I'm happy with it, can't find any cons. Maybe the amount of time you have to put in at the beginning to learn the platform and to set up everything. But once that's done, it's done. Switched from [StudioCloud](https://www.capterra.com/p/92910/StudioCloud/) I used it for one year I think but the platform wasn't that user-friendly and I couldn't do all the things I can do with 17hats Review Source RL Rebecca L. Photographer, Owner Photography Used the software for: 2+ years ### "Essential CRM for Small Business" August 26, 2024 5.0 My overall experience with 17hats has been nothing short of exceptional. It’s more than just a CRM; it’s a comprehensive tool that has fundamentally transformed how I manage my business. The time it saves and the peace of mind it provides are invaluable. I genuinely appreciate the company’s dedication to continuous improvement and their commitment to fostering a supportive community for small business owners. My love for 17hats runs so deep that I became a brand ambassador—entirely unpaid and without any additional perks, since I already have a lifetime membership. I’m simply passionate about sharing how much this platform has made a difference in my business. Pros What I love most about 17hats is its all-in-one functionality that truly streamlines my workflow. It handles everything from client management to invoicing, contracts, and scheduling—saving me hours of work each week. Additionally, the constant updates and improvements show that the company genuinely cares about its users, which is a rare and valuable quality. Cons Personally, I love everything about it! The only downside for some people is the learning curve when first getting started. With so many features, it can be a bit overwhelming at the beginning (I'm super techy so it was easy for me). However, they have a really extensive help section with video tutorials that walk you through everything step by step, which makes the learning process much easier. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Honeybook didn't offer enough functionality Review Source JD Jaimie D. Owner Photography Used the software for: 2+ years ### "Streamlined Workflow with Robust Features" August 14, 2024 5.0 Overall, my experience with 17hats has been overwhelmingly positive. It’s been a game-changer for managing my business efficiently and professionally. The platform has significantly reduced the time I spend on administrative tasks, enabling me to concentrate on what I love most—photography. The seamless integration of different tools within 17hats has made my workflow more streamlined and less stressful. I highly recommend it to other photographers or small business owners looking for a reliable business solution. Pros What I like most about 17hats is its ability to centralize all aspects of my business operations into one platform. From client management to invoicing, contracts, and automated workflows, 17hats simplifies tasks that would otherwise take much longer to manage. The user-friendly interface makes it easy to navigate, and the automation features have saved me countless hours, allowing me to focus more on my photography services and less on administrative work. Cons While 17hats is incredibly comprehensive, I sometimes find that it offers so many features that it can take a little time to explore and fully utilize everything it has to offer. However, this isn't necessarily a con, as it just means there's always something new to learn and ways to further optimize my workflow. Review Source KE Katie E. Owner Photography Used the software for: 2+ years ### "I love it! It saves my sainity!" August 28, 2024 5.0 I bought them over 10 years ago on the basic plan to just get myself going. And then i had a corporate job and negelected them for 5 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. Pros It can be as simple or as complex as your business needs it to be! No flat one price fits all. Cons For the longest time they didnt have an app but now they do... they dodnt have online booking but now they do... honeslty i cant think of anything.. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reason for choosing 17hats Honeybook didnt seem to let me change as much as i wanted to change. Review Source Liz A. Owner Consumer Services Used the software for: 2+ years ### "Why I Swear by 17hats for Running My Biz" August 16, 2024 5.0 Been rocking with 17hats since 2015 and, let me tell you, it’s the real deal for keeping my business smooth and sorted. The invoicing? A breeze. The support team? Superstars—they’ve got your back 24/7. 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. It's all about making your life easier, and who doesn't want that? 10/10, would recommend—every. single. time. Pros Nearly everything, but specifically invoicing Cons I can't think of anything that I dislike. Review Source Jong K. CEO Arts and Crafts Used the software for: I used a free trial ### ""Streamlined Project Management with 17Hats"" August 17, 2024 5.0 17Hats has been a game-changer for my business, allowing me to manage projects, send quotes, and handle contracts and invoices all in one place. The ability to create customized workflows for each project type has significantly improved my efficiency. Pros 17Hats excels in keeping my business organized. I use it for every project, and its intuitive interface and streamlined workflows have made managing my business much simpler. The all-in-one platform has saved me countless hours by centralizing project management tasks. Cons 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. I miss the ability to capture and upload receipts directly, and I would appreciate the option to automate recurring expenses. Review Source JH Jane H. Director Education Management Used the software for: 6-12 months ### "Its a good product that would be amazing with a few changes. " January 14, 2023 4.0 We have used it for 7-8 months now and we are still working to get it fully set up - if I was a new company and only had to start from scratch it would be much easier but it is harder when dealing with an established company and you are trying to work through tutorials and keep a company going! I would have loved some more 1-2-1 support with a call and them helping you set systems up. Pros How it can manage most elements of your business in one reasonably priced product. the customer services team are helpful but there is no real hands on help.I love that you can have multiple people using the system and can have bookings for everyone which was an issues with lots of other competitores. Cons There is some element of duplication that is annoying. Linking email and calendars to the service is fiddly unless you exclusively use Gmail. Reason for choosing 17hats multi user booking ability Switched from [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) cost, layout, usability Review Source Anne V. Owner Used the software for: 6-12 months ### "Overall, I like 17Hats, but it's not the all-in-one app I'd hoped for." April 19, 2018 4.0 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. 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. Review Source MB Molly B. Photographer / Graphic Art Photography Used the software for: 1-2 years ### "17hats as a Photographer (solo owner)" May 26, 2022 4.0 In short, was drawn into the service to help cut down the number of software services and just use one service, but the cost was too high for the product I got. I also heavily rely on being able to be mobile AND use my desktop on or offline -- which was not available and the mobile app is not that great. Overall, left feeling like I invested in a waste of money with a frustrating experience... this was my first experience using something robust and I then moved on to find other solutions. Pros I love an all-in-one service that can combine these features: - Invoice / expense management - scheduling online for clients - CRM style contact management - workflows and templates to make my life easier - nice to look at and easy ux The idea was there but some work needed to go into the original feature development. A lot of the helpful features felt confusing and a pain to set up. Might be better now but when I used it it was such a headache I did not use a lot of the features that drew me in. Cons The software is bundled up to draw you in for your one-stop shop for the list of things I stated. However, one of my biggest pet peeves with up-and-coming companies is their lack of focus to improve the functions of their initial systems in play. After their successful launch and drawing me into their somewhat expensive annual fee, I felt they kept working on new features instead of improving current features that could have used some attention for better UX. I got so frustrated with this that I left. Feeling that I was constantly being asked to spend more money on new features that I did not want. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[FreshBooks](https://www.capterra.com/p/142390/FreshBooks/)[Daylite for Mac](https://www.capterra.com/p/116272/Daylite-for-Mac/)[Moon Invoice](https://www.capterra.com/p/144576/Moon-Invoice/) Reason for choosing 17hats 17hats did a great job advertising its features. It was the do-it-all software.... it just didn't pan out to be a good fit at the time. I slimmed down and used MoonInvoice which was a lot more affordable at the time, and now I'm back to needing something more robust. I'm currently using FreshBooks & DayLite CRM. Review Source CS Christine S. Owner Health, Wellness and Fitness Used the software for: 2+ years ### "Love 17hats for small business" March 22, 2023 4.0 I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding that it's not a good system to be able to organize leads to different team members and what they can view. Pros Simple, easy to use system for solopreneurs with lots of features to keep your business organized. Cons The lead dashboard feature could be improved so much. It would be nice to have the ability to move clients from leads, to active client and back to lead again when they come back to work with you again. I also don't like that text message notifications were turned off! Reason for choosing 17hats I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding that it's not a good system to be able to organize leads to different team members and what they can view. Review Source William F. Chief Operating Officer Used the software for: 2+ years ### "Small business owners wear a lot of hats, this helps to manage many of them easily" May 4, 2018 5.0 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. 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. Review Source Angela B. Owner/Makeup Artist Used the software for: 2+ years ### "17Hats has helped me run 4 businesses at once!!" July 23, 2018 4.0 The software allows really any business to capture leads, create quotes, contracts and invoices (along with payment plans) and collect payments. It is very simple to use and you can run several different businesses within the platform without additional cost. They add new functions quite often and have amazing customer service. Pros I started with 17Hats when they were fairly new and I haven't been disappointed. The cost for the software is excellent especially since I can run as many different businesses with different names and accounts etc as I want. I love that they added a client portal as I was almost going to switch to something that did. Document creation is very easy as well as having clients pay through the portal electronically. I have recommended this for many people as it really is geared for many different types of businesses. Cons Sometimes it can run a bit slow - but that is very infrequently now. I would like for the client portal to be more than just a viewing area for clients. It does seem that the more businesses you have on here, it takes a little longer to load. But overall none of these are deal breakers! Review Source Nancy C. Virtual Assistant Publishing Used the software for: 2+ years ### "The Potential Is There!" August 4, 2019 4.0 I was looking for a platform that could serve several functions at a reasonable price point. I found it in 17 Hats, and I’m always learning something new. Pros It’s comprehensive. I was looking for an all-in-one solution for booking, invoicing, and workflow management. Cons The Booking function doesn’t have all the features you see in other booking platforms such as manual scheduling and schedule blocking. It’s a little clunky but I believe it’s still being developed. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Ontraport](https://www.capterra.com/p/220784/Ontraport/) Reason for choosing 17hats Price point and I was already familiar with it. Switched from [Wave](https://www.capterra.com/p/178021/Wave-Apps/) I didn’t like that WaveApps is now owned by H&R Block. I needed a CRM anyway, so it would’ve been redundant to stay with WaveApps. Review Source Camila C. Owner Photography Used the software for: 2+ years ### "Brings Everything Together " July 19, 2019 5.0 Before using 17Hats, I had documents all over the place and my business felt very unprofessional. 17hats helped me get everything in one place and add my branding to each document. Now I can see all of my projects in one place, see who needs what, and very easily send invoices, contracts , questionnaires and other documents that are branded and professional. I also have it setup to send emails automatically. It’s been a big timesaver and game changer for my business. I can’t imagine running my business without it. Pros What I love most about 17hats is how much time it saves me by gathering my emails, invoices, contracts and banking all in once place. And it helps me send professional looking documents to my clients and connects to my square account. Cons It took quite a bit of time to set up, but once I understood it, I was glad I didn’t give up on it. Reason for choosing 17hats I didn’t know about other studio management software programs when I started with 17hats, but now there are many. I feel no need to look into them because 17hats is working so well for me. I have no complaints or reason to look elsewhere. Review Source Mindy I. Owner Graphic Design Used the software for: 2+ years ### "Truly a game changer for my business!" March 8, 2018 5.0 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. 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. Review Source Joseph K. CEO & Founder Used the software for: 1-2 years ### "The closest thing I've seen to killing all the birds with one stone. " April 26, 2018 5.0 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! 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. Review Source AR Allison R. owner Photography Used the software for: 2+ years ### "I have MORE THAN 17 reason I love 17 hats!" February 11, 2022 5.0 I've been using 17hats for more than 5 years. It has keep my business looking professional and has kept me organized and on track. I don't miss a thing thanks to the reminders, the calendar and dashboard. I love the easy of templates and how simply I can set up a scheduling option for my clients. Pros I love that this CRM literally has everything you would need to run a small business. The client database, bookkeeping, scheduler, invoicing, and calendar are the features I use the most. I love how organized I am thanks to 17 hats. Cons I am not missing anything, it's my favorite software and I use it multiple times a day. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Reason for choosing 17hats The price and ease of use. I got very used to working with 17hats and now any other software seems to have so many unnecessary options. Review Source RP Rozalind P. Photographer Photography Used the software for: 2+ years ### "Great CRM but not my favourite" March 8, 2022 4.0 I was with them for years and it was good! Loved their invoicing, loved the price, loved how easy it was to set up and change things but I wished that it had a bit more personal flair that you could add. Being a creative it's so nice to be able to customize price lists and portals a bit more. Pros being from Canada I loved that the invoices could be split up to have some items charging GST and some items charging both pst and gst within an invoice. Was my absolute favourite part of the CRM! I also liked how easy it was to set up Cons It was a little clunky looking to clients and the client portal wasn't as beautiful as others I've tried. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Sprout Studio](https://www.capterra.com/p/147969/Sprout-Studio/) Reason for choosing 17hats At the time I had a friend who had used it and had said good things so I tried it out and found it easy to set up! Review Source LJ Laura J. Photographer Photography Used the software for: 2+ years ### "Efficient and User Friendly Software Management" April 7, 2020 5.0 Overall, I love that I can organize my projects, send quotes, contracts and invoices all from the same place. I also love that I have streamlined workflows for each different type of project all saved in 17Hats. Pros I love 17Hats. I use it for every single one of my projects and I love the organization it provides me within my business. My workflow is so streamlined thanks to 17Hats! Cons The only downside that I can see about 17Hats is that the quality of their bookkeeping is not as thorough or beneficial as other accounting software. I have to manually enter all of my expenses and I wish there was an option for me to take pictures of my receipts. I also wish I had the ability to automate some of my monthly/annual expenses so that I didn't have to enter them every time. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/)[Studio Ninja](https://www.capterra.com/p/143855/Studio-Ninja/)[Asana](https://www.capterra.com/p/184581/Asana-PM/) Reason for choosing 17hats It was the easiest to understand and set up. It's very user friendly. I liked the style of it best as well. Overall it seemed like it was going to suit my needs best and it has! Review Source Lee'Ann B. Founder Used the software for: 2+ years ### "Great platform for all businesses" May 21, 2018 5.0 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. Review Source TG Tiffany G. Owner/Admin Photography Used the software for: I used a free trial ### "Great CRM, just not for us" January 20, 2022 4.0 Overall, the software is effective but expensive and more complicated in comparison to CRMs we’ve used. The customer service was great though and as long as you have someone that can help you navigate the software the first few times, it could really work for your business. Pros We really liked that clients could view and sign the contract and pay the invoice in pretty much one step. Cons We had a mentor walking us through with videos and templates. Without their help, we feel that we would have been lost trying to set up our account. Set up is also quite time consuming. Alternatives considered [Tave Studio Manager](https://www.capterra.com/p/92909/Tave-Studio-Manager/) Reason for choosing 17hats We were referred by a mentor. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) HoneyBook seemed to be too pricey for the level of features we were receiving. Review Source Carmen C. Coordinator of Human Capital, Opportunity Zone Schools Education Management Used the software for: 2+ years ### "Monetize Your Small Business Faster" July 22, 2019 5.0 The customer service is great. My overall experience over the past three years has been that this is a life saver for my business. One of the best investments that I have made in my business thus far. Pros 17hats has become a "must have" in my small business. It allows me to easily acquire and follow up on leads with forms that embed easily into my website. The workflows help me to create systems and processes for client onboarding and support. The contracts, canned emails and so much more make it a completely robust, but easy to use system for any service business. Cons The only con is that you cannot whitelabel your 17hats website. I prefer a whitelabel option. Review Source SV Shamika V. Owner Package/Freight Delivery Used the software for: 6-12 months ### "Okay " February 22, 2023 5.0 It was a good start for my business. Pros It had a good tracking for when documents were sent to clients. Cons The payment integration cost more and since it’s an essential feature, it is a steep cost. Especially when we already pay the payment managers merchant fees as well. Also, the software doesn’t offer inventory management, which is why I left. Reason for choosing 17hats I was referred to it by a mentor. Switched from [PayPal Invoicing](https://www.capterra.com/p/179253/PayPal-Invoicing/) To have a more encompassed system. Review Source CÖ Cevdet Ö. Project Engineer Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "17hats Streamlines The Business" April 29, 2023 4.0 Powerful tool that saves time and effort, with some drawbacks to me. Pros 17hats has an easy-to-use interface that allows you to manage all aspects of your business from a single platform. Great integrations with other business tools also. Cons The platform has a steep learning curve thats wy being somoe hard to understand at first. Csutomer support should improved there might be long wait times and unhelpful responses. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing 17hats Comprehensive feature set, ease of use, automation, and integrations make me use 17hats. Review Source Similar Products Featured