TrustRadius: an HG Insights company

17hats

Score10 out of 10

12 Reviews and Ratings

Get a Demo

What is 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.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features 17hats has to offer, as determined by TrustRadius' reviewers.
Based on 12 ratings of 17hats's features
View all features

Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.2

  • Contract management

    Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

    Category average: 7.9

Areas for Improvement

  • Lead management

    This includes lead generation, scoring, qualification, routing, and nurturing.

    Category average: 8.3

  • Marketing automation

    The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

    Category average: 8.2

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

Reviews

What users are saying about 17hats.
View all reviews

17Hats saves me tons of time & helps me keep my clients happy.

Incentivized
Erika TebbensView profile
Business Strategist, Owner at Erika Tebbens Consulting (1-10 employees employees)

Pros

  • 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.

Cons

  • 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.

Return on Investment

  • It's saved me and my VA tons of time from having to manually send invoices, contracts, intake forms, etc.

Usability

Great for Client Onboarding Automation

Incentivized
Marli EspinalesView profile
Internet Marketing Director and Consultant in Marketing at Clicc Media Inc (1-10 employees employees)

Pros

  • Invoicing
  • Creating online questionnaire

Cons

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more

Return on Investment

  • ROI - Saves me time on creating invoices and questionnaires.