17hats Reviews

1 Ratings
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Score 9.0 out of 100

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Reviews (1-1 of 1)

Marli Espinales | TrustRadius Reviewer
March 03, 2020

Great for Client Onboarding Automation

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it for many things but mainly to create online agreements that can easily be signed electronically by our clients, as well as invoicing. Once we got a handle on the platform, we started to integrate it more onto our website like lead capture forms which help automate our sign-up and price inquiry process. For example, someone completes a website quote form on our form, we program it to automatically send them our online questionnaire so we can then provide a direct quote. We do this for different services. We also use it for time tracking for clients who need hourly work done.
  • Invoicing
  • Creating online questionnaire
  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.
Read Marli Espinales's full review

Feature Scorecard Summary

Customer data management / contact management (1)
9
Workflow management (1)
9
Integration with email client (e.g., Outlook or Gmail) (1)
9
Contract management (1)
10
Quote & order management (1)
10
Interaction tracking (1)
8
Case management (1)
8
Lead management (1)
8
Task management (1)
9
Billing and invoicing management (1)
10
Custom fields (1)
8
Single sign-on capability (1)
10
Role-based user permissions (1)
9
Marketing automation (1)
8
Mobile access (1)
8

About 17hats

17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.

17hats Technical Details

Operating Systems: Unspecified
Mobile Application:No