# Page 4 | 17hats Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 4 - Reviews of 17hats ## Showing most helpful reviews Showing 76-100 of 136 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AU Angel U. Owner Professional Training & Coaching Used the software for: 1-2 years ### "Almost perfect Client management system" December 14, 2018 5.0 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! 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. Review Source Sasha-Shae W. CEO and Visual Design Strategist Design Used the software for: 2+ years ### "Good CRM with Outdated Interface" September 4, 2018 4.0 Overall it's a good software. Has a heavy focus on photographers though 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. Review Source AM Angela M. Director Health, Wellness and Fitness Used the software for: 2+ years ### "One-Stop Software" January 17, 2019 4.0 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. 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. Review Source VR Verified Reviewer Manufacturer Electrical/Electronic Manufacturing Used the software for: I used a free trial ### "Wonderful 17hats web pls that's amazing" January 10, 2023 5.0 That's a great platform of solve the business problem solution and clear to any service Pros Everything is clear and unique solution of any problems Cons Everything is right and fantastic website yo provide by 17 hats to response the any problems of your business and any query Review Source VR Verified Reviewer Sample Center Director Design Used the software for: 1-2 years ### "All in one!" August 20, 2018 5.0 Pros I liked that I only needed this software for all my needs. Cons The design aesthetics could definitely be improved. Review Source LH Leslee H. Business Owner Accounting Used the software for: 1-2 years ### "I love 17Hats for client task management" July 26, 2022 5.0 Pros I like the ability to create templates and appsy them to multiple clients. The ability to create questionnaires is also an excellent feature Cons Its a bit of a warning curve to set up But the 17Hats University is excellent for learning the set up and usability features of the software Review Source Alex R. Partner + Creative Director Used the software for: 6-12 months ### "Fantastic concept, but too many bugs" April 19, 2018 3.0 Pros We loved how everything was integrated into one piece of software vs. needing to integrate a bunch of different parts together. Cons The platform was very buggy and got frustrating to use. We'd have to refresh 2-3 times sometimes to get some things to work. Review Source AS Angel S. Operations Manager Entertainment Used the software for: 2+ years ### "Good for a single user company" August 5, 2020 4.0 Pros Easy to set up and navigate. The mobile app is great. Cons Only one user allowed per account. Customer service was not easily accessible. Alternatives considered [Oz Software](https://www.capterra.com/p/158953/Oz-Software/) Review Source Thaddeus P. Audio Visual Technical Specialist Entertainment Used the software for: 6-12 months ### "Give you all you need. " April 7, 2019 5.0 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. 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. Review Source DM Dania M. Owner Hospitality Used the software for: 6-12 months ### "Quadruple your productivity! " February 3, 2017 5.0 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! Review Source Ashley M. CEO Used the software for: 6-12 months ### "LOVE 17HATS!" April 24, 2018 5.0 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! Review Source Calin H. Marketing Account Manager Financial Services Used the software for: 6-12 months ### "A Simple Solution to For Business Communication" November 16, 2018 5.0 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. Review Source YE Yoneco E. Used the software for: ### "A true time-saver." February 15, 2017 4.0 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. Review Source BF Brandon F. Design Developer Graphic Design Used the software for: 1-2 years ### "17hats Really Straightens Project Management" April 21, 2020 4.0 I needed a way to organize my projects and to organize my clients' information as well. Pros I liked 17hats for its simplicity of organizing my projects and to provide a centralized location to contain all of the information discussed with the clients and to contain an ongoing progress of projects. Cons I feel that it's a little rigid. There is not really a flexible way to connect projects and or to arrange all of the projects under a central clients. Review Source CA Chelsea A. Owner Used the software for: 2+ years ### "I have been using it for 2 years with 2 brands" April 19, 2018 5.0 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 Review Source Krystal T. Owner Used the software for: Less than 6 months ### "Relaxing!" April 10, 2018 5.0 By using a customer service program that has amazing customer service. Makes it easier for me to deliver better customer service! 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!!! Review Source SF Sheila F. CEO Events Services Used the software for: 2+ years ### "I use this software to manage my event planning and association management business. " September 8, 2017 4.0 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. 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. Review Source VR Verified Reviewer Chief Engagement Officer Used the software for: Less than 6 months ### "17Hats is a great platform. It is easy to convert to and get up and running quickly." February 9, 2018 5.0 It combines our credit card processing with accounting software without the expense of Quickbooks. It is very cost effective as well. Pros It has a very intuitive interface that is well organized. The onboarding process was very smooth. 17Hats customer support is attentive and responsive. Cons I am really disappointed that 17Hats does not offer automated recurring credit card billing. We also prefer not to use invoice numbers, but that is a requirement with the system. Review Source EP Edie P. Creative Assistant Photography Used the software for: 2+ years ### "17hats!" March 5, 2020 5.0 My overall experience with 17hats has been great. Even the tutorials are easy to understand! Pros I think 17hats is a great software! It seems so streamline and easy to use. I like how the calendar can connect with other calendars that someone may be using, and it keeps all the invoices and emails in one location. Which makes it easy to locate! Cons I have not run into anything that I dislike about this software. When running a business, you need a software that will keep things simple and organized and that is what 17hats is all about. Review Source LM Lauren M. Weddings & Events Manager Events Services Used the software for: I used a free trial ### "17 Hats for Business" June 13, 2019 4.0 Overall, we did not end up continuing our services with this company. While the site is well done, easily understood and accessible, we needed a program that was more easily manipulated to fit our product and business. Pros This software gave us the flexibility and the organization we were craving in business. The ability to schedule and time emails form events, organize leads and sign contracts were things that we had been seeking for years. Additionally, the interface was very use friendly and easily understood. Cons This product was not the best fit for us, as many of the main benefits were not what we were looking for. Additionally, the program would not communicate with other programs that we already purchased as a business. The benefits were very much geared towards small businesses, and were not user friendly with some of our larger more hands on events Review Source VH Vicki H. Child Sleep Consultant Health, Wellness and Fitness Used the software for: 6-12 months ### "17Hats has really helped me keep my client information organized" October 12, 2017 5.0 17hats has really helped me stay organized! 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. Review Source Sarah C. Personal Brand Coach and Consultant Used the software for: 1-2 years ### "It's Decent" November 1, 2017 3.0 Pros This is what I use, and I love the amount of functionality. I particularly use and appreciate the contracts and bill payment features. Cons It feels expensive for what it is. Sometimes it's cumbersome to use and input information. Occasionally something doesn't work. Review Source MS Magda S. Owner Retail Used the software for: 1-2 years ### "LOVE LOVE LOVE" November 3, 2016 5.0 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! Pros Ease of use Cons None to think of Review Source CS Cynthia S. Executive Coach Professional Training & Coaching Used the software for: 6-12 months ### "Versatile and affordable" November 17, 2022 5.0 It's been easy to use by and large. Pros The templates for agreements, proposals, invoices, etc. are great to use and allow for online signing. The product has been growing in features for since I started using it. Cons I didn't like the training videos or the look and feel at first - it turned me off. But I believe they have changed all that. Review Source JH Jessi H. Owner Used the software for: 2+ years ### "Great tool for any small business! " March 7, 2018 5.0 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. Review Source Similar Products Featured