17hats

The Potential Is There!

Comments: I was looking for a platform that could serve several functions at a reasonable price point. I found it in 17 Hats, and I’m always learning something new.

Pros:

It’s comprehensive. I was looking for an all-in-one solution for booking, invoicing, and workflow management.

Cons:

The Booking function doesn’t have all the features you see in other booking platforms such as manual scheduling and schedule blocking. It’s a little clunky but I believe it’s still being developed.

17hats Streamlines The Business

Comments: Powerful tool that saves time and effort, with some drawbacks to me.

Pros:

17hats has an easy-to-use interface that allows you to manage all aspects of your business from a single platform. Great integrations with other business tools also.

Cons:

The platform has a steep learning curve thats wy being somoe hard to understand at first. Csutomer support should improved there might be long wait times and unhelpful responses.

Poor Quality

Comments: Pretty awful. I learned of 17 hats at a convention. I am in the wedding industry and create one of a kind ceremonies for couples. After speaking with the reps, I was convinced that 17 hats would be easy and be of great help for streamlining my business. I spent at least 30 hours watching videos and inputting data, templates, questionnaires and still was not successful. It seemed to be an endless learning curve for me. I even bought the business tips videos at an additional fee thinking that would help. It was more about how to grow my business rather than helping me understand 17 hats. Once I decided to close my account, they were helpful in guiding me however, they did not ask me what they could have done better. Very disappointing.

Pros:

I liked the idea of templates, streamlining and having everything in one place.

Cons:

Where do I begin? Customer service is only via text messaging or email and response takes up to 3 hours. I cannot speak to anyone on the phone which was extremely frustrating. All the learning is through videos and I think the videos are well done, however, I prefer a more personal approach. The learning curve for me was extremely high as I am not a techy person to begin with. I even bought the additional business tips videos and that was more of a how to grow my business verses how to work with 17 hats. Eventually, I gave up because there was so much to learn. It was a complete waste of my time and money.

17hats as a Photographer (solo owner)

Comments: 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.

Pros:

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.

Cons:

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.

I have MORE THAN 17 reason I love 17 hats!

Comments: I've been using 17hats for more than 5 years. It has keep my business looking professional and has kept me organized and on track. I don't miss a thing thanks to the reminders, the calendar and dashboard. I love the easy of templates and how simply I can set up a scheduling option for my clients.

Pros:

I love that this CRM literally has everything you would need to run a small business. The client database, bookkeeping, scheduler, invoicing, and calendar are the features I use the most. I love how organized I am thanks to 17 hats.

Cons:

I am not missing anything, it's my favorite software and I use it multiple times a day.

Great CRM but not my favourite

Comments: 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.

Pros:

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

Cons:

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

Efficient and User Friendly Software Management

Comments: Overall, I love that I can organize my projects, send quotes, contracts and invoices all from the same place. I also love that I have streamlined workflows for each different type of project all saved in 17Hats.

Pros:

I love 17Hats. I use it for every single one of my projects and I love the organization it provides me within my business. My workflow is so streamlined thanks to 17Hats!

Cons:

The only downside that I can see about 17Hats is that the quality of their bookkeeping is not as thorough or beneficial as other accounting software. I have to manually enter all of my expenses and I wish there was an option for me to take pictures of my receipts. I also wish I had the ability to automate some of my monthly/annual expenses so that I didn't have to enter them every time.

Great CRM, just not for us

Comments: 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.

Pros:

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

Cons:

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.

3 YEARS IN

Comments: Lifelong Client. I always wait until the Black Friday Sale every year and buy an entire 2-3 year package, such a good deal!

Pros:

Crisp and clean layout. Ease of use. Tutorials help get you started. Great Template Options Connects Bank account for bookkeeping/categorizing personal expenses or business expenses Easily switch from Square to PayPal to accept payments. The list goes on and on...it is truly a hit...

Cons:

I wish they had a feature that texted reminders to clients about their upcoming appointments. This would be SUCH a helpful feature. Does not let you see YTD Sales for previous years.

Business Management Software that offers unrivaled value

Comments: 17Hats powers my small business. From lead acquisition, to contract fulfilment, 17Hats does just about everything for me including marketing, payment collection and more. PLUS everything is automated so my time is not wasted on chasing clients or emailing hot leads.

Pros:

1. Accepts ACH Payments through Stripe (Saves me $1000's on credit card fees) 2. Marketing Automation 3. Built-in Contract Management 4. Easy to Use 5. Constantly being improved

Cons:

There are no reporting features. I have to use Zapier to link to other software

Love 17hats for small business

Comments: I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding that it's not a good system to be able to organize leads to different team members and what they can view.

Pros:

Simple, easy to use system for solopreneurs with lots of features to keep your business organized.

Cons:

The lead dashboard feature could be improved so much. It would be nice to have the ability to move clients from leads, to active client and back to lead again when they come back to work with you again. I also don't like that text message notifications were turned off!

A full-featured project management system

Comments: 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.

Wonderful 17hats web pls that's amazing

Comments: That's a great platform of solve the business problem solution and clear to any service

Pros:

Everything is clear and unique solution of any problems

Cons:

Everything is right and fantastic website yo provide by 17 hats to response the any problems of your business and any query

Monetize Your Small Business Faster

Comments: The customer service is great. My overall experience over the past three years has been that this is a life saver for my business. One of the best investments that I have made in my business thus far.

Pros:

17hats has become a "must have" in my small business. It allows me to easily acquire and follow up on leads with forms that embed easily into my website. The workflows help me to create systems and processes for client onboarding and support. The contracts, canned emails and so much more make it a completely robust, but easy to use system for any service business.

Cons:

The only con is that you cannot whitelabel your 17hats website. I prefer a whitelabel option.

I love 17hats!

Comments: This software completely keeps my business organized and running smoothly. It is a life saver for sure with lead management, invoicing, contracts, questionnaire and bookkeeping. I would highly recommend 17hats to other companies.

Pros:

I love how much time 17hats saves me by setting up the CRM and workflows. I am able to spend more time on growing my business instead of remembering where I left off with each client and my to-do list. The bookkeeping helps me keep my expenses together and easy for my accountant for taxes. The workflows are a complete life saver!

Cons:

They are based in Australia so you cannot always reach someone and the 17hats app is not as up to date as using the mobile version of the website.

I LOVE 17Hats!! I have always used it and will continue to do so.

Pros:

My favorite thing about 17 Hats is that it takes all of the things associated with a client project and keeps it all together in one place. That's HUGE. Plus I can embed my lead capture forms right on my website so everything just populates in my contact's info. Amazing.

Cons:

I would say the only thing they could improve upon is to integrate Quickbooks self employed and iCal. But I think those are difficult due to the issues with integration within the other software programs.

17 Hats has streamlined my workflow!

Comments: Overall, it’s a great business management software program.

Pros:

I love how easy it is to use, and that I can set up lead magnet forms that import contacts straight into my workflow.

Cons:

I feel like the cost is a tad expensive. It has increased a good amount since I joined. To add a second brand for my business, my monthly bill would more than double. That being said, my current plan isn’t even offered anymore. I’ve been ‘grandfathered’ in.

Easy to use and very functional

Comments: Overall worked well, just lacked features I needed.

Pros:

It is easy and affordable. It was simple to set up and provided an easy to use interface for my clients.

Cons:

Lacked features like lead tracking which is key for my business. It just seemed very entry level and while it worked at first, I needed more features.

Awesome Program

Pros:

This is truly a one stop shop piece of software. It will allow you to send quotes and invoices, accept online payments, track finances, email customers, manage multiple brands, and even provides customers their own portals to access contracts and other documents related to their job.

Cons:

The banking area needs a little work as it frequently disconnects, but other than that it works great.

Our customers love it!

Comments: The biggest problem that has been solved is making it easy for customers to buy.

Pros:

We like that it is very easy to get quotes to our customers and easy for customers to say yes! Most of the time we send a quote we get a yes!

Cons:

That they don't have built in templates for our industry. This would be extremely helpful so we don't have to create what we need.

I should have moved to this years ago

Pros:

This has just streamlined my business and finances. I can let 17 hats do the heavy lifting and allow my book keeper to maintain and I can get on with the business of my business.

Cons:

The billing system seriously needs an overhall. To be able to have auto billing would be a godsend. That still needs work

So many features for the price point, it was a no brainer

Pros:

We needed a database that had the ability to connect with Gmail and send digital contract for online signatures. The digital contract functionality alone pays for the product, as other digital contract programs alone are double the price. Having a complete database tool that allows for this included in the cost is perfect.

Cons:

You can't add custom fields for contacts or projects so this makes the database functionality extremely limiting. My client is a home inspection company that also hosts training courses for other home inspectors, works with real estate agents and project managers, and has preferred partners. This makes it very difficult to differentiate between contact types and add the field we need. We'd pay a little more for this functionality if it was available.

I have been using 17Hats for years!

Pros:

This is hands down one of the best pieces of software I use. My business couldn't run without it! All my projects are kept in line, workflows, bookkeeping, and more. Fantastic investment and well worth the money with all of the improvements they are constantly making.

Cons:

The one thing I wish they did was make it so that clients could easily share files and documents back and forth through the software with me.

Good CRM with Outdated Interface

Comments: Overall it's a good software. Has a heavy focus on photographers though

Pros:

Loved the workflow for creating quotes/proposals to contracts and then invoices. Made it really easy to get all those things squared away in one go. Love that we can create custom templates for mails, contracts, etc.

Cons:

Didn't like the interface, found certain things tedious to do, like creating email templates or creating the proposals etc.

I love 17Hats for client task management

Pros:

I like the ability to create templates and appsy them to multiple clients. The ability to create questionnaires is also an excellent feature

Cons:

Its a bit of a warning curve to set up But the 17Hats University is excellent for learning the set up and usability features of the software