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17hats Reviews and Ratings

Rating: 10 out of 10
Score
10 out of 10

Community insights

TrustRadius Insights for 17hats are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Recommendations

Users commonly recommend 17 Hats for its ability to keep all work in one place. It is often recommended for small businesses and solo entrepreneurs. Users suggest taking the time to set up and customize the platform for the best results. They also recommend trying out the free trial of 17 Hats to determine if it meets their specific needs. Additionally, users advise utilizing customer service for assistance with any questions or issues that may arise.

Reviews

2 Reviews

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

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

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!

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.

Likelihood to Recommend

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.

ET
Erika Tebbens
Business Strategist, Owner at Erika Tebbens Consulting (1-10 employees)
Vetted Review
17hats
1 year of experience
View profile

Great for Client Onboarding Automation

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • Invoicing
  • Creating online questionnaire

Cons

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

Likelihood to Recommend

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.

ME
Marli Espinales
Internet Marketing Director and Consultant in Marketing at Clicc Media Inc (1-10 employees)
Vetted Review
17hats
3 years of experience
View profile