Before using 17Hats, I had documents all over the place and my business felt very unprofessional. 17hats helped me get everything in one place and add my branding to each document. Now I can see all of my projects in one place, see who needs what, and very easily send invoices, contracts , questionnaires and other documents that are branded and professional. I also have it setup to send emails automatically. It’s been a big timesaver and game changer for my business. I can’t imagine running my business without it.

What I love most about 17hats is how much time it saves me by gathering my emails, invoices, contracts and banking all in once place. And it helps me send professional looking documents to my clients and connects to my square account.

It took quite a bit of time to set up, but once I understood it, I was glad I didn’t give up on it.

In short, was drawn into the service to help cut down the number of software services and just use one service, but the cost was too high for the product I got. I also heavily rely on being able to be mobile AND use my desktop on or offline -- which was not available and the mobile app is not that great. Overall, left feeling like I invested in a waste of money with a frustrating experience... this was my first experience using something robust and I then moved on to find other solutions.

I love an all-in-one service that can combine these features: - Invoice / expense management - scheduling online for clients - CRM style contact management - workflows and templates to make my life easier - nice to look at and easy ux The idea was there but some work needed to go into the original feature development. A lot of the helpful features felt confusing and a pain to set up. Might be better now but when I used it it was such a headache I did not use a lot of the features that drew me in.

The software is bundled up to draw you in for your one-stop shop for the list of things I stated. However, one of my biggest pet peeves with up-and-coming companies is their lack of focus to improve the functions of their initial systems in play. After their successful launch and drawing me into their somewhat expensive annual fee, I felt they kept working on new features instead of improving current features that could have used some attention for better UX. I got so frustrated with this that I left. Feeling that I was constantly being asked to spend more money on new features that I did not want.

It allows you to organize all clients in one area for all members of the team. There are so many options to utilize...but quite a few of the email functions are faulty.

Emails fail to send on multiple occasions. Scheduled emails fail to send on occasions. Its frustrating to type out a detailed email to a client and then press send; only to find out that it never sent. Time is wasted. Some "insert" links work, while others don't. I understand that "user error" can be the case on some occasions, however, if it works on certain days and not on others...its the system.

I was with them for years and it was good! Loved their invoicing, loved the price, loved how easy it was to set up and change things but I wished that it had a bit more personal flair that you could add. Being a creative it's so nice to be able to customize price lists and portals a bit more.

being from Canada I loved that the invoices could be split up to have some items charging GST and some items charging both pst and gst within an invoice. Was my absolute favourite part of the CRM! I also liked how easy it was to set up

It was a little clunky looking to clients and the client portal wasn't as beautiful as others I've tried.

Overall, the software is effective but expensive and more complicated in comparison to CRMs we’ve used. The customer service was great though and as long as you have someone that can help you navigate the software the first few times, it could really work for your business.

We really liked that clients could view and sign the contract and pay the invoice in pretty much one step.

We had a mentor walking us through with videos and templates. Without their help, we feel that we would have been lost trying to set up our account. Set up is also quite time consuming.

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.

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).

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.

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.

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.

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.

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!

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.

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.

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.

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.

It was a good start for my business.

It had a good tracking for when documents were sent to clients.

The payment integration cost more and since it’s an essential feature, it is a steep cost. Especially when we already pay the payment managers merchant fees as well. Also, the software doesn’t offer inventory management, which is why I left.

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.

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.

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.

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!

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

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.

It was fine for what I needed to do. Nothing fancy. Just contracts (which I struggled with). But then I needed to start offering more tools to my clients as my clientele grew and it wasn’t working for me anymore

The only thing I like about 17hats is that it (almost) lets you get done what you need to get done. Basically just contracts, invoices, and bookkeeping.

It’s not user friendly at all. I’ve been using this for over 2 years and there are still features I’m finding out how to use. It’s kinda a messy program.

My business deals with special events and the workflows for each event help me keep track of where they are in the process which saves me a lot of guess work. Being able to create workflows and automate my job lets me focus more on growing my business.

17hats is a quality CRM system that I use daily to keep my business running smoothly. I use all features which includes bookkeeping, lead management, projects, invoicing and contracts. With the CRM keeping all my client's details in one spot, I can easily find any information on that project with a click of a button.

I feel that the app version needs to be updated. The mobile version offers several features that the app is not set up yet to tackle.

17Hats is fantastic and I use it everyday to manage my business. it allows me to see an overview of what needs to be done for each client. On the invoice/payment side it help automate the process of sending invoices and collecting payments. It was originally design for free lance photographers, but is very useful for any type of freelance business.

17Hats is a great all-in-one client management system that is easy to use and implement in your business.

I would like more options on recurring invoicing.

17hats has really helped me stay organized!

I love the email templates, it's much easier than copy/paste, especially when personalizing the text. I also love the quote/invoice system, it keeps me from having to send 5-6 additional emails for every client. The questionnaire templates are really important to me too, it's easy to build and easy for clients to fill out. I like the bookkeeping function; it keeps track of when I receive payments so I don't have to worry about that. The customer service is excellent.

I wish it had more options for type of contact, or that I could customize the labels. I have more types of contact than the 4 that are available.