17hats Pricing, Features, Reviews & Comparison of Alternatives

17hats

Business management software for entrepreneurs and teams

4.43/5 (96 reviews)

17hats overview

What is 17hats?

17hats is a business management software designed to help photographers, event planners, attorneys, consultants, and small businesses, manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items and urgent notifications along with upcoming calendar events and weather forecast to streamline daily tasks.

17hats allows managers to design custom lead inquiry forms and embed them into existing websites to capture customer information and automatically respond to prospects. It offers a host of features including quotes management, email synchronization, online scheduling, custom questionnaires, automatic payment reminders, and customizable workflows. The time tracking functionality lets administrators record time spent on jobs, adjust hourly rates, track billable and non-billable hours, and share invoices with clients.

17hats’ white-label capabilities enable organizations to create personalized contracts and emails with custom logos. Clients can use the self-service portal to monitor job status, accept quotes, sign contracts, and pay invoices. It supports integration with various third-party applications such as Google Calendar, iCal, Square, PayPal, Facebook, and more.
www.17hats.com

Pricing

Starting from
$45/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
17hats screenshot: 17hats lead capture email settingsWorkflow Overview Final HD17hats screenshot: 17hats scheduling payments17hats screenshot: 17hats workflows management17hats screenshot: 17hats bookkeeping

17hats user reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.2
  4.3
  4.5
William Fulton

Small business owners wear a lot of hats, this helps to manage many of them easily

Used daily for 2+ years
Reviewed 2018-05-04
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Nancy Cavillones

The Potential Is There!

Used daily for 2+ years
Reviewed 2019-08-04
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Erin Perkins

A client relationship management system - not my first choice

Used daily for 1-2 years
Reviewed 2020-04-15
Review Source: Capterra

It keeps relationships with clients, but it's not my favorite CRM.

Pros
There are a few things that I do like about 17hats. Once I figured out the lifecycle aspect, it made sense. It really kept us on track for ensuring that the workflow gets started and completed.

Cons
The base date versus the project date is so CONFUSING. I don't like that the link is at the BOTTOM of the email. More chances for it to miss. We're constantly having to go in and out of workflows, emails/templates and back and forth to make all the changes. it doesn't seem to make sense, where if there's an email we want to edit within the workflow, why can't we edit it within there. and have the change apply universally.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Anonymous

Business Management Software that offers unrivaled value

Used daily for 2+ years
Reviewed 2020-08-14
Review Source: Capterra

17Hats powers my small business. From lead acquisition, to contract fulfilment, 17Hats does just about everything for me including marketing, payment collection and more. PLUS everything is automated so my time is not wasted on chasing clients or emailing hot leads.

Pros
1. Accepts ACH Payments through Stripe (Saves me $1000's on credit card fees) 2. Marketing Automation 3. Built-in Contract Management 4. Easy to Use 5. Constantly being improved

Cons
There are no reporting features. I have to use Zapier to link to other software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Allison Reveley

17hats : A Professionals VA

Used daily for 2+ years
Reviewed 2020-04-16
Review Source: Capterra

Overall 17 hats has saved my business more than once. It provides me a professional invoicing and communication platform to use with my clients. The different applications save me money from having to purchase multiple different programs.

Pros
17hat's has been my go to CRM for almost 6 years. I love how easy the software is to use. I love the new features they keep implementing, and the customer service is always just a chat away. I am able to keep a client database, take payments, record all my business expenses, send invoices and quotes, collect bookings and more all from one platform. I couldn't function without it!

Cons
I wish that the software was a little better on mobile. I also wish there was an easy web integration to collect inquiries from your website to go directly to new client information into 17hats.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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17hats pricing

Starting from
$45/month
Pricing options
Subscription
Free trial
View Pricing Plans

17hats offers a free trial for 7 days. Details of paid plans include:
Monthly plan - $45/month
Annual Plan - $295 ($25/month) paid annually
Two Year Plan - $395 ($17/month) paid in lump sum

17hats features

Activity Dashboard
Customizable Branding
Document Management
Projections
Workflow Management

API (337 other apps)
Access Control (244 other apps)
Activity Tracking (148 other apps)
Automatic Notifications (192 other apps)
Chat (168 other apps)
Collaboration Tools (373 other apps)
Collaborative Workspace (240 other apps)
Commenting (209 other apps)
Document Storage (242 other apps)
Drag & Drop Interface (185 other apps)
File Management (158 other apps)
Permission Management (208 other apps)
Reporting & Statistics (156 other apps)
Search Functionality (283 other apps)
Third Party Integration (254 other apps)

Videos and tutorials

Additional information for 17hats

Key features of 17hats

  • Purchasing
  • Scheduling
View All Features