About 17hats


17hats is a cloud-based business management platform that helps automate the entire business process. It caters to a wide spectrum of small scale businesses by providing them with tools that allow them to manage operations such as scheduling, billing and meetings. It eliminates the need for any kind of paper work.

17hats ensures that businesses primarily focus on work by automating crucial business tasks. Those who benefit the most from the platform are photographers, who have no problem in handling multiple clients on a regular basis. It lets users create new leads in seconds, making it a feasible solution for turning potential customers into regular ones.

The intuitive UI helps users to instantly respond to customer queries in order to improve customer relations. It helps to remind customers about due payments, builds attractive and professional invoices, creates customized contracts, signs deals online, processes payments and manages customer profiles.



Read More

Supported Operating System(s):

Windows 10

76 Reviews of 17hats

Average User Ratings

Overall

4.45 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(47)

4 stars

(19)

3 stars

(8)

2 stars

(1)

1 stars

(1)

Likelihood to Recommend

Not likely

Very likely

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1-20 of 76 reviews

Do you use this product?Write a review

April 2018

Anne from Victory Editing

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

April 2018

Overall, I like 17Hats, but it's not the all-in-one app I'd hoped for.

Organization. As someone with Attention Deficit Disorder, I rely on my tools to stay on track with my business. 17Hats helps immensely with that. I just wish it was the one app (one app to rule them all!) I'd love to consolidate apps. Saving the money would be nice, but more importantly, I'd like to not have to constantly switch between apps to perform different functions. Still, though, 17Hats is great even used just as a project management tool.

Pros

The workflows. If you have multi-step projects, 17Hats is awesome for organization. It's saved my bacon more than once by reminding me that I'd not completed a particular step. I also like the lead integration and email integration (see above about bacon saving).

Cons

I'd love to be able to ditch my time-tracking software (Freckle) and invoicing / accounting software (Freshbooks), but I just can't at this point. I actually adore Freckle, so they'd have to work hard to beat that, but even compared to Freshbooks time tracking, 17Hats stinks in that aspect. Very clunky.

Regarding invoicing / bookkeeping, I have a couple of main complaints, but they're big ones:
1a) You can't let clients have multiple payment options. You can implement Stripe, for instance, or PayPal. But you cannot have both active at the same time.
1b) Which leads me to the next issue. Payment method is global, not per client. So if you credit cards, for instance, so that clients use ACH transfers (thus saving fees), that's site-wide. But say you have an international client or a client who wants to use PayPal? You have to change your payment method FOR EVERYONE. Granted, it's one click of the button, but meanwhile, anyone paying an invoice is getting option B instead of option A.
2) Profit / Loss Report: This is critical, but you cannot run the whole year and have it broken down by month. To see each month, you have to generate a new report. Freshbooks allows quarterly, yearly, and custom date ranges with a month-to-month total and grand total all on ONE SCREEN.

So while I'm using 17Hats and don't plan to stop, I really wish they'd get their act together when it comes to the bookkeeping aspect of the software. It's not there yet.

May 2018

William from Third Hatch Inc

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

3.0

Functionality

4.0

May 2018

Small business owners wear a lot of hats, this helps to manage many of them easily

This truly lives up to its name. I'm not sure how many hats it helps me with as a small business owner, but it sure is close to 17. It saves me time on a daily basis by automating my contracts, invoices, and payment acceptance. I heartily recommend this to anyone who needs a little more time to do work of their business rather than the business of the business.

Pros

Allows me to create invoices and automate monthly billing. Separates billable work by project. Supports multiple users. Integrates with several payment gateways to automate payments. Handles invoice reminders. Helps with prospecting by providing web publishable intake forms. Includes workflow designs that automate and track projects by stages.

One huge thing this has done for us is to streamline the quote to contract to invoice process. Each is handled and triggered by the previous step. We create quotes and upon acceptance the agreement is sent. Upon electronic signature of the agreement the invoice is created and sent.

It provides some lightweight bookkeeping features but also integrates with Quickbooks Online.

Cons

We deal with some billing that requires calculation in sub-penny increments and the billing suite performs rounding errors because it cannot calculate below 2 decimal places.

I also wish there were a full api for lead intake. The lead forms work well, but cannot be styled to match the landing pages we use for inbound marketing.

June 2018

Jessica from Florida Virtual Bookkeeper LLC

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

June 2018

A full-featured project management system

I tested a variety of practice management SaaS products specific for accounting firms and none came close to impressing me like 17Hats did with its combination of features that I needed and a competitive price. This is impressive given that 17Hats isn't designed for bookkeeping firms! Since I have implemented my efficiency has improved greatly, I get more done in less time and nothing falls through the cracks.

Pros

I love how easy this program makes it for me to keep track of all steps of my workflows for all of my projects from the initial lead capture all the way through the completion of the project.

The workflow templates make new client onboarding a standardized and efficient process while still giving me the flexibility to adjust to the project's specific needs. The lifecycle gives me an easy at-a-glance status of each project. The calendar and e-mail integration means that all client communications are in one place and I never double book myself.

I really like being able to automate the proposal, contract signing, invoice process. I have only been using this for 2 months and I feel like I have only scratched the surface of what it can do. Customer service is quick to respond, friendly and professional.

Cons

While I overall love this service, there are some things to be desired. There is no phone support available but their e-mail/chat support has been food so far.

The mobile app is very limited in features and glitchy and from what I've seen they are not planning on improve it now that their website is mobile responsive. There are very few integrations, I would love it they could support Zapier.

The client portal is a nice concept but I am not using it because it doesn't have the features I need. Their bookkeeping feature is a joke but I guess it's better than nothing for a freelancer that may otherwise not do any bookkeeping.

July 2018

Angela from Pink Warrior Makeup Artistry

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2018

17Hats has helped me run 4 businesses at once!!

The software allows really any business to capture leads, create quotes, contracts and invoices (along with payment plans) and collect payments. It is very simple to use and you can run several different businesses within the platform without additional cost. They add new functions quite often and have amazing customer service.

Pros

I started with 17Hats when they were fairly new and I haven't been disappointed. The cost for the software is excellent especially since I can run as many different businesses with different names and accounts etc as I want. I love that they added a client portal as I was almost going to switch to something that did. Document creation is very easy as well as having clients pay through the portal electronically. I have recommended this for many people as it really is geared for many different types of businesses.

Cons

Sometimes it can run a bit slow - but that is very infrequently now. I would like for the client portal to be more than just a viewing area for clients. It does seem that the more businesses you have on here, it takes a little longer to load. But overall none of these are deal breakers!

March 2018

Mindy from Mindy Iannelli, LLC

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

Truly a game changer for my business!

My business is much more productive without having to spend a lot of time on proposals, contracts and invoices. Knowing where each project is in the timeline is very helpful and keeps our projects flowing smoothly.

Pros

17hats is very easy to use - once you get the hang of it. Some aspects are a bit confusing to figure out, but their customer support is amazing and always there to help! Keeping track of invoices and timelines is super easy now and the bookkeeping feature keeps me on top of my finances easier than ever!
The lead generation tool is very useful, allowing us to keep track of potential clients in 17hats right from the start without any extra steps.

Cons

There are some limitations, such as not being able to edit a recurring invoice. When a price changed for a client I had to delete the recurring invoice and create a new one instead of just being able to change the pricing, which I thought was a bit of a time waster. Also, not being able to schedule the invoice for a date in the future would definitely help so I could do things on my time.

April 2018

Joseph from Kashurba Web Design Group, LLC

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

The closest thing I've seen to killing all the birds with one stone.

It allowed us to start accepting online payments for invoices and e-signatures proposals. Also, it allowed us to make proposal templates, invoice templates and email templates that can be sent out with a few clicks-- saves us a ton of time!

Pros

17hats does a lot of things (and well!) all within one platform-- proposals with e-signatures, invoices with online payments (via Stripe), bookkeeping, to-do lists and much more. Plus, you can save templates for everything (from proposals to invoices to emails) so you can templatize your whole business, and you can create automated workflows where you can do things like have an email sent out or a task created when a proposal is signed. I've recommended 17hats to many web designers and digital agency owners and use it myself every day. It's perfect for an individual or small team.

Cons

If you have a team, you might still need a project management software. It's not very sophisticated when it comes to assigning tasks and working on things as a team. In our business (a web design and digital marketing agency), we use 17hats to manage all the back office operations, but we still have a project management platform that we use to actually manage projects.

February 2019

Steph from oh my designs by steph

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

February 2019

Couldn't do business without it!

Overall, super happy. I've been using for a few years now and am locked in at a great rate. The user interface isn't as pretty as some of the competitors softwares, but it gets the job done and keeps everything organized.

Pros

It has streamlined everything from client inquiry to payment and everything in between! I love that I can send clients a bundle with their quote, contract, and invoice. I use workflows to keep each project organized. My clients also love it and have commented on how easy it is to use from their side.

Cons

There is no way to pull reports/data. I'd like to be able to see how many inquiries came in, turned to bookings, sales figures, etc within certain time frames. I would also appreciate a way to see data from questionnaires. Specifically, I have inquires fill in "where did you hear about me" and it would be great to pull those answers and gather data.

February 2019

Danielle from DaniMagestro.com

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

February 2019

17hats is an all in one system that lacks a few integral things

Overall it's worth it to have emails and client documents in one system. It's easy enough for the clients to use too. It's pretty slick but I don't feel like it's truly an all-in-one system. If it had a built in scheduler or worked with Acuity, plus was more like Xero for financials, I'd be happy!

Pros

I love how easy it is to send an agreement, questionnaire, and invoice to a new client. Everyone raves at how much they love my clients systems because it's so easy to use. It makes booking in new clients a breeze.

Cons

17hats falls short on the bookeeping and financials. I find it's not robust enough to really even help me keep track of my money. I end up having to use outside financial systems like Xero or GoDaddy Outright because of this. The added expense isn't fun.

May 2018

Lee'Ann from Social Vibe Marketing, Inc.

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

May 2018

Great platform for all businesses

Pros

There are many pros to 17hats - first, you can try this for free for a month to get a feel for the platform and test out all of the functionalities. It's easy to workflows, integrate email, quotes, invoices, contracts - and you can easily sign off to accept a quote and contract right on the platform.

Cons

I did have some cons when I first used 17hats a few years ago, and stopped for about 6 months and came back after trying something else out. In that time, they had made a bunch of upgrades to the platform and made it much easier to set up new projects and organize all of your documents within each project. As of right now, I don't have any cons using 17hats.

December 2018

Angel from Stages Of Change Center, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

Almost perfect Client management system

I love the support that I get. They are always updating and adding new features and the tutorials are so helpful as well. Great software...it has transformed by business in the past year...Can't imagine my life without it!

Pros

I LOVE almost everything about 17hats. I expect that the "almost" will fall off in the coming year. 17hats nearly meets and exceeds all my needs. I love the automation possiblities, the ability to track information, the auto population features that save me Tons of time! al

Cons

The lack of a scheduling feature...However, I believe this is something they are working on. I am praying that it will include a feature that allows for classes and for multiple people to be able to be signed up for a single class. As of now I have to use another software, but I am hopeful that one day it will meet all my needs.

August 2018

Maija from Maija Martin Photography, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

August 2018

I like it, but I'm not in love.

I've found that customer service is overall pretty good. I'm surprised that people have said it's not great. I've always gotten ahold of real people. I do feel that this software is still being built up and they are constantly making improvements. I'm hoping they read these reviews to have more direction on where to take it next! Overall I find that for the cost of the service, I'm receiving a quality product.

Pros

It's a great organizational tool. I love the bookkeeping integration. I'm able to print a P&L report at tax time and hand it over to my accountant. I also like that I'm able to send questionnaires, contracts, and invoices to clients as well as automate much of my communications to individual clients. It makes me look a lot more organized than I am and I've had multiple clients remark at how personal each of my communications feel!

Cons

It does not have a booking integration and so now I'm purchasing a separate app for that. I also would love to be able to integrate Mail Chimp with this or even have a similar feature within this system.

January 2019

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

January 2019

17hats helps organize and systemize

The implementation team was so helpful and showed us how to continue to build on the basics so that we can really use it to it's full potential. Our private tour business has grown becasue of 17hats.

Pros

This tool really helps create a simple and cohesive process for all of your quotes. You can easily build templates for every service and email and quote. It has been a time saver and it has allowed us to work better as a team to satisfy all requests because it creats transparency for us all. We always know what the other has quoted or said. The bookeeping tool is also a timesaver!

Cons

It would be great to be able to use this as a bit of a marketing tool to send blast information to all contacts.

July 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

</