17hats

Vorteile

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

Nachteile

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.

In Betracht gezogene Alternativen

Warum 17hats gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu 17hats

Vorteile

Honestly, condensing my business systems from multiple to a single platform. Plus, I can run my multiple different businesses from the same platform for different "brands" feature 17hats offers. It's amazing!

Nachteile

Any questions and feedback I've had, I've been able to get answered!

Vorteile

I liked the calendar and scheduling features.

Nachteile

The interface was not intuitive and lacked features.

Vorteile

A lot of features for a very affordable price. If you're a service provider who offers package services, the lead-to-quote-to-invoice-to-project workflows with everything you and a small team needs, all in 1 place, is invaluable.

Nachteile

The design isn't the prettiest. The calendar view never worked quite the way I wanted it to. The scheduling features weren't super robust (I still used Calendly alongside this). There's little to nothing on reporting or analytics.

Vorteile

I like the automation and how easy it is to get work done without actually being there to do everything.

Nachteile

Honestly, I'm happy with it, can't find any cons. Maybe the amount of time you have to put in at the beginning to learn the platform and to set up everything. But once that's done, it's done.

Vorteile

It can be as simple or as complex as your business needs it to be! No flat one price fits all.

Nachteile

For the longest time they didnt have an app but now they do... they dodnt have online booking but now they do... honeslty i cant think of anything..

In Betracht gezogene Alternativen

Gründe für den Wechsel zu 17hats

Vorteile

17hats allows me to have all my business administrative tasks and all records and documents related to each client in one place. The best part is that most of the tasks are automated, eliminating the need to hire an assistant for those tasks.

The same way as you would train your assistant for the job you would spend some time to set up your systems the way you want them to work for you. There are many resources available to learn how to do it, including the live trainings where you can workshop your setup with a very knowledgeable team member, and the new Marketplace makes it even easier - you can download the set up you want and save time on setting things up yourself.

Integration with my calendars and Zoom makes setting up meetings a breath - I don't have to double check for time conflicts or go back and forth with the Zoom links. It all happens automatically.

Running my business from 17hats daily frees my time to have life and run my business, I don't have to choose one over the other.

The customer support is spectacular. All my questions answered and issues resolved in a timely manner and in a supportive and respectful way.

Nachteile

Nothing I can think of. Any issues that show up are always resolved quickly and efficiently

Vorteile

What I love most about 17hats is its all-in-one functionality that truly streamlines my workflow. It handles everything from client management to invoicing, contracts, and scheduling—saving me hours of work each week. Additionally, the constant updates and improvements show that the company genuinely cares about its users, which is a rare and valuable quality.

Nachteile

Personally, I love everything about it! The only downside for some people is the learning curve when first getting started. With so many features, it can be a bit overwhelming at the beginning (I'm super techy so it was easy for me). However, they have a really extensive help section with video tutorials that walk you through everything step by step, which makes the learning process much easier.

Vorteile

What I like most about 17hats is its ability to centralize all aspects of my business operations into one platform. From client management to invoicing, contracts, and automated workflows, 17hats simplifies tasks that would otherwise take much longer to manage. The user-friendly interface makes it easy to navigate, and the automation features have saved me countless hours, allowing me to focus more on my photography services and less on administrative work.

Nachteile

While 17hats is incredibly comprehensive, I sometimes find that it offers so many features that it can take a little time to explore and fully utilize everything it has to offer. However, this isn't necessarily a con, as it just means there's always something new to learn and ways to further optimize my workflow.

Vorteile

The initial signup - Client Booking and Calendar

Nachteile

They Scammed me. They initially said it was $150 to sign up for the year. Then they raised it to $300 the next year. Then SIX HUNDRED the next year. They didnt improve anything for this insane raise.

Vorteile

Having everything under one hood -- PM, scheduling, bookkeeping, CRM, etc.Google integration is the best I've seen for a PM tool -- especially the way it pulls in appropriate emails for projects.

Nachteile

My main complaint is that they charge for educational seminars to help their users use their software better. They could definitely be more customer service oriented by recording these seminars and providing access to them to all of their customers. It's to their benefit that we can use the software at a deeper level.Calendar/scheduling app isn't quite as slick as Calendly, but does a good enough job.Workflows could be helpful, but still struggling a little with how to set them up and connect them, and ensure that they work in a way that feels human and smooth.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

I like all the add on's that they have for use like the templates, the ability for customers to simply click one time to pay their invoice once it's emailed. There are so many features that make this platform amazing!

Nachteile

I wish that there was more integration with other platforms, like Hubspot for CRM or SalesForce, just because 17hats is not as robust in that regard. I wish that you could use multiple timers at one time, because I am constantly working for multiple clients back and forth throughout each day. Sometimes it also seems that there is a delay in how fast the platform processes data. I can click on a project and it will take up to 6 seconds for it to recognize that, and it's not a computer error either, as I checked.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

I started using 17 hats for. The scheduling and signed client agreement functionality.

Nachteile

I did not like how projects were organized. This may have changed since I used the product.

Vorteile

I can not say enough good things about this software. It has simplified my business so much. It is very useful for invoicing, contracts signatures, and bookkeeping.

Nachteile

I do not have any cons at all!! So glad this is available and affordable.

Vorteile

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.

Nachteile

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.

Vorteile

I love that I can easily set up recurring invoices and notifications. Creating invoices, calendars and work flows is fairly easy to set up too.

Nachteile

The main negative for me is that I cannot set my recurring invoices to auto pay. If the client was automatically charged for their recurring invoices, it would save me so much time!

Vorteile

There are a few things that I do like about 17hats. Once I figured out the lifecycle aspect, it made sense. It really kept us on track for ensuring that the workflow gets started and completed.

Nachteile

The base date versus the project date is so CONFUSING.

I don't like that the link is at the BOTTOM of the email. More chances for it to miss.

We're constantly having to go in and out of workflows, emails/templates and back and forth to make all the changes. it doesn't seem to make sense, where if there's an email we want to edit within the workflow, why can't we edit it within there. and have the change apply universally.

Vorteile

The automation of follow up invoicing is brilliant.
This software does so much more than just accounting for your financials.
It is accounting, a CRM, email, contracts, and much more.
Tutorials, webinars and online help.

Nachteile

Like anything that completes multiple tasks, it is quite complex once you start digging.
Has great multipurpose functionality, but you need to spend the time in it to make it work to its maximum capacity for you.

Vorteile

17hats does so much more than just the basics. It manages incoming leads, turns them into invoices, and allows me to set up workflows so the system does much of the work for me. It has saved my company a ton of time and probably money, too. The support team is incredibly responsive and helpful.

Nachteile

The accounting is lacking, but it's not meant to be a primary accounting software. It has the ability to sync with Quickbooks Online which works.

Vorteile

I like that this has pretty much all the features I need for my business. There is nothing worse than having to patch together multiple subscriptions for different software programs.

Nachteile

It's often glitchy and sometimes it won't load at all.

Vorteile

I truly feel like 17hats cares about their users and is looking out for our best interests as business owners rather than it being only about sales. Some companies get so big that you can't reach real people for tech support. I love that 17hats keeps it personal.

Nachteile

I don't have any complaints at the moment.

Vorteile

I love that 17hats grows with me. When I first started out and had little income, I just used some of the basic services (like contact management & email templates). But now that I've grown and have processes for my work, I'm able to streamline and automate everything so that I'm not recreating the wheel for all the work I do. I have created templates for contracts, invoices, questionnaires, etc

Nachteile

I can't think of anything- I like it all!

Vorteile

Nearly everything, but specifically invoicing

Nachteile

I can't think of anything that I dislike.

Vorteile

I love that this software has everything we need for our business. Income and expenses tracking, billing and contracts, automated reminders to clients, email templates. It has everything you need for business and customer management.

Nachteile

I can’t think of any it really works great

In Betracht gezogene Alternativen

Gründe für den Wechsel zu 17hats

Vorteile

17Hats has automated my businesses, from sending contracts and invoices automatically, personalized emails, and it keeps everything in one organized place.

Nachteile

I love it, I haven't found much that hasn't worked for me and when I have issues support has been great

Vorteile

17Hats excels in keeping my business organized. I use it for every project, and its intuitive interface and streamlined workflows have made managing my business much simpler. The all-in-one platform has saved me countless hours by centralizing project management tasks.

Nachteile

The only area where 17Hats falls short is in its bookkeeping features. While it offers basic financial tracking, it lacks advanced accounting tools found in dedicated software. I miss the ability to capture and upload receipts directly, and I would appreciate the option to automate recurring expenses.

Vorteile

I love this software. It helps me to manage my time, tasks, opportunities and contacts efficiently and productively, and therefore to forecast sales. And all this with an easy-to-use interface and the possibility of winning new customers.

Nachteile

The software works very well, nothing to complain about. On the contrary, I highly recommend it.

Vorteile

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

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

How it can manage most elements of your business in one reasonably priced product. the customer services team are helpful but there is no real hands on help.I love that you can have multiple people using the system and can have bookings for everyone which was an issues with lots of other competitores.

Nachteile

There is some element of duplication that is annoying. Linking email and calendars to the service is fiddly unless you exclusively use Gmail.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu 17hats

Vorteile

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).

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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!

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Gründe für den Wechsel zu 17hats

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Gründe für den Wechsel zu 17hats

Vorteile

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!

Nachteile

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.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu 17hats

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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!

Nachteile

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.

Vorteile

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

Nachteile

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.

Vorteile

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!

Nachteile

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.