17Hats
17Hats Reviews
& Product DetailsWhat 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
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
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Company Name
17hats
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Located In
United States
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Website
17hats.com
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.
- 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
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PayPal
Payment Processing Software
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Google Calendar
Scheduling Software
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Stripe
Payment Processing Software
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QuickBooks
Accounting Software
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QuickBooks Payroll
Payroll Software
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Time-Saving Automated Workflows
Users appreciate the automated workflows that run without manual intervention, providing a professional client experience and saving significant time.
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All-in-One Business Solution
17Hats consolidates invoicing, bookkeeping, calendars, and workflows into one platform, reducing the need to log into multiple websites.
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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.
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Customer Service
The platform is praised for its excellent customer support, assisting users effectively when needed.
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Organizational Benefits
Users reported improved organization of documents, projects, and financial information, contributing to a more professional business operation.
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Document and Email Organization
Some users desire better organization options for documents and emails, such as a folder feature for easier access and editing.
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Complex Setup for Some
The initial setup process can be time-consuming for new users, although it is seen as worthwhile once completed.
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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.
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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.
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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.
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