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17hats

17hats

Overview

What is 17hats?

17hats is a powerful business management software designed to simplify daily operations for entrepreneurs in various fields such as photography, event planning, law, consulting, and small businesses. The platform offers numerous features that eliminate repetitive tasks and streamline workflows. With...

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Learn from top reviewers

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

Rating: 10 out of 10
January 18, 2021
IncentivizedVetted ReviewVerified User
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 i...
Continue reading
Erika Tebbens
C-Level Executive - Other
Business Strategist, Owner
Erika Tebbens Consulting
17hats1 year of experience

Great for Client Onboarding Automation

Rating: 9 out of 10
March 3, 2020
IncentivizedVetted ReviewVerified User
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 pla...
Continue reading
Marli Espinales
Vice-President - Marketing
Internet Marketing Director and Consultant
Clicc Media Inc
17hats3 years of experience
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Pricing

View all pricing

Starting Price

$45.00

Cloud
per month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Details

What is 17hats?

17hats is a powerful business management software designed to simplify daily operations for entrepreneurs in various fields such as photography, event planning, law, consulting, and small businesses. The platform offers numerous features that eliminate repetitive tasks and streamline workflows. With customized lead inquiry forms embedded on the website or social media platforms, prospects can provide their information and get automated responses from businesses to assess their needs better.

The centralized dashboard allows managers to organize client communications, proposals, contracts, online payments all in one place. By automating recurring tasks like creating quotes based on templates or sending reminders for payments, 17hats reduces busy work time and enhances productivity. The platform also integrates with Google Calendar and iCal to synchronize booking appointments details while tracking billable/non-billable time.

Overall 17hats provides an interactive hub that simplifies project management by categorizing documents according to type - invoices, contracts questionnaires product quotes- stored separately for easy access when needed. The platform's white-label capabilities enable businesses to customize landing pages using logos themes providing better insights into analytics reporting delivering useful insights strategies for revenue generation growth of the business.

17hats Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(11)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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

(1-2 of 2)
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17Hats saves me tons of time & helps me keep my clients happy.

Rating: 10 out of 10
Incentivized
January 18, 2021
ET
Erika Tebbens
Business Strategist, Owner
Erika Tebbens Consulting (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
17hats
1 year of experience
View profile
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 and Cons
  • 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.
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.
17hats Feature Ratings
Sales Force Automation (9)
33.333333333333336%
3.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
33.333333333333336%
3.3
Task management
N/A
N/A
Billing and invoicing management
100%
10.0
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
50%
5.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Return on Investment
  • It's saved me and my VA tons of time from having to manually send invoices, contracts, intake forms, etc.
Usability
9
It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
Support Rating
8
I haven't needed to use it.

Great for Client Onboarding Automation

Rating: 9 out of 10
Incentivized
March 03, 2020
ME
Marli Espinales
Internet Marketing Director and Consultant
Clicc Media Inc (Marketing and Advertising, 1-10 employees)
Vetted Review
Verified User
17hats
3 years of experience
View profile
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 and Cons
  • Invoicing
  • Creating online questionnaire
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.
17hats Feature Ratings
Sales Force Automation (9)
61.11111111111111%
6.1
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
26.666666666666664%
2.7
Case management
80%
8.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
40%
4.0
Lead management
80%
8.0
Email marketing
N/A
N/A
CRM Project Management (3)
63.33333333333333%
6.3
Task management
90%
9.0
Billing and invoicing management
100%
10.0
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
20%
2.0
Custom fields
80%
8.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
80%
8.0
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
Return on Investment
  • ROI - Saves me time on creating invoices and questionnaires.
Premium Support
No
If I am paying a monthly subscription for a product, I expect all kinds of support to be part of the package. It is not fair or affordable for small businesses to not get the support they need for a product they are shelling out for.
Support Rating
8
It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
Bug Resolution
No
Exceptional Examples of 17hats Support
Something as simple as adding my email signature. It sounds silly but I was wasting so much time adding to every individual email without realizing we could do it under account settings.
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