17Hats Reviews for 2025
Save 40% on your SaaS stack with expert guidance
Free Consultation
What is 17Hats?
17Hats is a sales acceleration and CRM platform designed to help service-driven small business owners succeed. The platform offers a range of features that are integrated and designed to work together, saving users time and streamlining their business operations.
The organization features of 17Hats help users stay organized by providing tools such as project pages, contact cards, related contacts, and tags for easy filtering and bulk actions. The platform also includes features for managing documents, including creating and sending professional invoices, quotes, questionnaires, and contracts.
In terms of money management, it allows users to create 3-in-1 documents that combine quotes, contracts, and invoices and offer online payments, payment schedules, recurring invoices, and billing.
The branding features enable users to customize their contact-facing items with their business name, customize text, choose fonts and colors, and upload their own logo. Email features include email templates, outgoing and incoming email integration, scheduled emails, and email read receipts.
Found in these Categories
Best For
- Freelancers
- Small Business
17Hats Pricing
Looking to Save Time & Money
Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.
- Stack Audit
- Cost Reduction
- Expert Team
17Hats Features
- Activity Dashboard
- Calendar Management
- Contact Management
- Customer Database
- Performance Management
- Performance Metrics
- Quota Planning
- Workflow Management
- Billing & Invoicing
- CRM
- Client Management
- Client Portal
- Customizable Branding
- Customizable Fields
- Document Management
- Customizable Templates
- Electronic Payments
- Financial Management
- Invoice Management
- Order Management
- Project Time Tracking
- Projections
- Purchasing & Receiving
- Estimates
- Reminders
- Scheduling
- Task Management
- Task Scheduling
- Time & Expense Tracking
User Sentiment - 17Hats Reviews
-
Time-Saving Automated Workflows
Users appreciate the automated workflows that run without manual intervention, providing a professional client experience and saving significant time.
-
All-in-One Business Solution
17Hats consolidates invoicing, bookkeeping, calendars, and workflows into one platform, reducing the need to log into multiple websites.
-
Ease of Use
Many find the platform user-friendly, making it easy to set up proposals, invoices, and emails with templates for a seamless business operation.
-
Customer Service
The platform is praised for its excellent customer support, assisting users effectively when needed.
-
Organizational Benefits
Users reported improved organization of documents, projects, and financial information, contributing to a more professional business operation.
-
Document and Email Organization
Some users desire better organization options for documents and emails, such as a folder feature for easier access and editing.
-
Complex Setup for Some
The initial setup process can be time-consuming for new users, although it is seen as worthwhile once completed.
-
Project Management for Teams
While excellent for individual and small team use, it may lack sophisticated features for larger teams or complex project management needs.
-
Payment Options Limitations
The platform restricts users to one payment gateway at a time, which could be inconvenient for businesses that require flexibility in payment methods.
-
Email Functionality Issues
There have been reports of emails failing to send or scheduled emails not going out as planned, causing frustration and time loss.
Leave a Review
17Hats Company Details
Company Name
17hats
Headquarters
United States
Website
17hats.com
Own this Software?
17Hats vs. Similar Products
Select up to 3 Software, to enable Comparison
Compare Selected Software
