17Hats Reviews

& Product Details

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.

Best For

All-in-One Small Business Management Solution.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
17hats
Located In
United States
Website
17hats.com

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17Hats Pricing

Starting from:

$15 /month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

This app has three pricing plans. Essentials for 15 USD, Standard for 30 USD, and Premier for 60 USD. For more details, get in contact with their sales team.

17Hats Features

Activity Dashboard
Calendar Management
Contact Management
Customer Database
Performance Management
Performance Metrics
Quota Planning
Workflow Management

Additional Features

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

Additional Features Show Less Features

Global Buzz: 17Hats at a glance

4.5

Global Average Score

Score4.53/5

Reviews2,228

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.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.