My VA suggested I get 17Hats as she has been using it for awhile for her own business and has been very happy with it. I needed a new way to streamline client management and it's been great!
- I like the automated workflows that I can set up that run without me, but still look professional and give a great client experience.
- It's really convenient that you can pull financial information into it as well.
- I love how I can create and store templates for all of my offers to onboard my clients and their contracts as well.
- Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
I haven't needed to use it.