
17hats
Über 17hats




17hats Preis
17hats bietet eine Gratisversion und eine kostenlose Testversion. Die kostenpflichtige Version von 17hats ist ab 15,00 $/Monat verfügbar.
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- Branche: Verbraucherdienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Why I Swear by 17hats for Running My Biz
Been rocking with 17hats since 2015 and, let me tell you, it’s the real deal for keeping my business smooth and sorted. The invoicing? A breeze. The support team? Superstars—they’ve got your back 24/7.
I’m so into 17hats that I'm an Ambassador, I teach their workshops, have co-written their certification curriculum, and even got to show off their stuff at Shutterfest 2022! Plus, my team sets up multiple 17hats accounts for clients yearly because it’s just that good and we fully recommend the platform to everyone.
If you’re running a small business and want to ditch the chaos, 17hats is your friend. It's all about making your life easier, and who doesn't want that?
10/10, would recommend—every. single. time.
Vorteile
Nearly everything, but specifically invoicing
Nachteile
I can't think of anything that I dislike.
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Simplifying & Streamlining Small Business Management
When I first signed up for 17hats in 2018, it simplified my business systems from 5 to 1 single system, saving me so much time and money. I love how it has so many useful features and functionalities in a single platform that helps me run my business professionally and with high quality service. The multiple brands feature has also allowed me to run 3 different businesses out of a single system. I am in 17hats daily, and I couldn't be happier with this platform, as well as the team behind it. Thank you 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!

- Branche: Design
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Solid, affordable choice
Overall was happy using 17Hats for maybe 3-4 years. Lots of good features for the price.
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.
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
A must-have tool for every small business.
I've been using 17hats since 2018! Couldn't do without it, honestly. All the clients are in one place, with invoices and automatic reminders so I don't have to chase payments. Questionnaires, quotes and contracts are a daily process. Workflows make my life easier in so many ways and online scheduling is so convenient. It's a must-have tool for every small business!
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.
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
I love it! It saves my sainity!
I bought them over 10 years ago on the basic plan to just get myself going. And then i had a corporate job and negelected them for 5 years. Finally i went back to my business and had to do a massive cleanup due to me not organizing 17hats correctly to begin with.
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
HoneyBookGründe für den Wechsel zu 17hats
Honeybook didnt seem to let me change as much as i wanted to change.
- Branche: Verlagswesen
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
The Potential Is There!
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.
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
HoneyBookWarum 17hats gewählt wurde
I didn’t like that WaveApps is now owned by H&R Block. I needed a CRM anyway, so it would’ve been redundant to stay with WaveApps.Zuvor genutzte Software
WaveGründe für den Wechsel zu 17hats
Price point and I was already familiar with it.- Branche: Einzel- & Familiendienstleistungen
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
The hidden gem for coaches to run their practices smoothly
17hats helps me organize and run my business efficiently and save time for what's truly important in my life.
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
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Essential CRM for Small Business
My overall experience with 17hats has been nothing short of exceptional. It’s more than just a CRM; it’s a comprehensive tool that has fundamentally transformed how I manage my business. The time it saves and the peace of mind it provides are invaluable. I genuinely appreciate the company’s dedication to continuous improvement and their commitment to fostering a supportive community for small business owners. My love for 17hats runs so deep that I became a brand ambassador—entirely unpaid and without any additional perks, since I already have a lifetime membership. I’m simply passionate about sharing how much this platform has made a difference in my business.
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.
- Branche: Fotografie
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Streamlined Workflow with Robust Features
Overall, my experience with 17hats has been overwhelmingly positive. It’s been a game-changer for managing my business efficiently and professionally. The platform has significantly reduced the time I spend on administrative tasks, enabling me to concentrate on what I love most—photography. The seamless integration of different tools within 17hats has made my workflow more streamlined and less stressful. I highly recommend it to other photographers or small business owners looking for a reliable business solution.
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.
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
17hats is platform designed to simplify all things business so you can focus on what matters...
I have been using 17hats since 2015 and it has completely transformed my business. 17hats allows me to effectively and efficiently run my business from anywhere. I love that I can collect leads through my website, automatically start workflows, send client emails, and contracts, invoices, get paid, and more. The bookkeeping feature is also super helpful. Since the beginning 17hats has listened to their user's feedback and is constantly updating and improving the platform to provide the best user experience and really simply and automate all things business. I highly recommend 17hats for anyone starting a business or looking to improve and automate their systems.
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.
- Branche: Marketing & Werbung
- Unternehmensgröße: Selbstständig
- Wöchentlich für 1-5 Monate genutzt
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Quelle der Bewertung
Great tool for small businesses
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.
- Branche: Bildungsmanagement
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Its a good product that would be amazing with a few changes.
We have used it for 7-8 months now and we are still working to get it fully set up - if I was a new company and only had to start from scratch it would be much easier but it is harder when dealing with an established company and you are trying to work through tutorials and keep a company going! I would have loved some more 1-2-1 support with a call and them helping you set systems up.
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.

- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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!
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.

- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great platform for all businesses
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.

- Branche: Vorstandsbüro
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
I've been using 17hats for about a year now and it has been fantastic.
It helps me run my business seamlessly and allows me the opportunity to provide a high level of customer service to my clients.
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.
- Branche: Unterhaltung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Life saver!
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.
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.
- Branche: Design
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
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.
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Easy way to manage my photography Clients
The ability to organize all of my Clients into a project where I can see their communications, contracts, and invoices at a quick glance.
Vorteile
This system makes it really easy for me to manage my photography Clients and Second Shooters (Independent Contractors). I love that I get a text alert when I have a new lead, and that I can create inquiry questionnaires that can be imbedded directly into my website. The integration with Gmail and PayPal makes things very easy for services I had already set up for my business. I admittedly don't use all of the features offered in 17hats, but love the ones that I do utilize!
Nachteile
The insert token/attribute option doesn't always work as expected for my contracts. When I preview them there are a lot of things that end up looking a little funky in regards to spacing. I've taken a lot of time going back and forth to fix these issues before sending to a client.
- Branche: Computer-Vernetzung
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
really great product...got us organized and smooth running
contract and payment organization and streamlining
Vorteile
features are constantly expanding. Great way to organize contract process and payments and look super professional.
Nachteile
Could use more links to other apps but they seem to be working on adding new features constantly so no real complaints.
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Helped streamline workflow
Vorteile
We use this for everything with our family handyman business and it creates a more professional front than we had before, more organization and efficiency for us on the business side and was easy to teach our office staff member to use.
Nachteile
Once when we had an issue with the platform being inaccessible/down for us, the customer support response was on the slow side.

- Branche: Kunst & Handwerk
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
A bit clunky, but can still help streamline your business
I tried out 17hats when I was comparing different CRMs and it just didn't meet my needs. I've worked with clients who use it and love it, so it comes down to personal preference and needs in the end.
Vorteile
It has some great features for client management, such as relatively granular permissions control within the client portal
Nachteile
It's not very well-designed. You have to search around to find things a lot of the time and some of the ways the interface is set up just plain don't make sense. I hate the user experience, but that part is my personal preference.
- Branche: Marketing & Werbung
- Unternehmensgröße: Selbstständig
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
A good software for smaller 1-person agencies
The tech support I've received has been solid. I like the software and I'm going to continue using it for now.
Vorteile
Quoting is fantastic. I can send a quote out with the contract and a payment schedule attached. When the person accepts the quote, they then get sent the contract. After that they are shown the payment schedule.
Building a quote is equally great because I can offer three sections. First section: the required items of the quote. Second section: Choose one of the options. Third section: Choose any of the options.
This has been very helpful for website design where I put the website design in the first section, me hosting or them hosting in the second section, and add-ons like maintenance, SEM, e-Commerce, and more in the third section.
Nachteile
Customers can't setup automatic payments for recurring invoices.
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
It’s okay.
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
Vorteile
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.
Nachteile
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.
- Branche: Professionelles Training & Coaching
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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!
Vorteile
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
Nachteile
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.
- Branche: Design
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
All in one!
Vorteile
I liked that I only needed this software for all my needs.
Nachteile
The design aesthetics could definitely be improved.
- Branche: Fotografie
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Best all around business software
See above. I have been with 17hats since it began 10 years ago and while I’ve looked at out software from time to time. 17 hats has everything I need at a decent price
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
HoneyBookGründe für den Wechsel zu 17hats
See above information. Great all around software- Branche: Unternehmensberatung
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
17Hats Helps Me Get More Time Back in My Day
I have been using 17Hats daily for almost 5 years, its allowed the businesses to grow faster than I would have ever been able to without it.
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

- Branche: Kunst & Handwerk
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Kostenlose Testversion genutzt
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Quelle der Bewertung
"Streamlined Project Management with 17Hats"
17Hats has been a game-changer for my business, allowing me to manage projects, send quotes, and handle contracts and invoices all in one place. The ability to create customized workflows for each project type has significantly improved my efficiency.
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.

- Branche: Medizinische Praxis
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Incredible 17hats !
This software is a real ALL-IN-ONE. Managing everything efficiently with just one program is just incredible. It simplifies work and life, at an affordable price. And there's even a free trial!
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.
- Branche: Gesundheit, Wellness & Fitness
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Love 17hats for small business
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.
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!
- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
17hats Streamlines The Business
Powerful tool that saves time and effort, with some drawbacks to me.
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.
- Branche: Paket- & Frachtlieferung
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Okay
It was a good start for my business.
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.
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
17hats as a Photographer (solo owner)
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.
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.
Gründe für den Wechsel zu 17hats
17hats did a great job advertising its features. It was the do-it-all software.... it just didn't pan out to be a good fit at the time. I slimmed down and used MoonInvoice which was a lot more affordable at the time, and now I'm back to needing something more robust. I'm currently using FreshBooks & DayLite CRM.
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
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.
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.

- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
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.

- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
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.
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.

- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
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!

- Branche: Verbraucherdienste
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
17 hats where it all began...
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.

- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Brings Everything Together
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.
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.

- Branche: Grafikdesign
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
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.
- Branche: Fotografie
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
I have MORE THAN 17 reason I love 17 hats!
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.
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
HoneyBookGründe für den Wechsel zu 17hats
The price and ease of use. I got very used to working with 17hats and now any other software seems to have so many unnecessary options.- Branche: Elektrische/elektronische Fertigung
- Unternehmensgröße: Selbstständig
- Täglich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Wonderful 17hats web pls that's amazing
That's a great platform of solve the business problem solution and clear to any service
Vorteile
Everything is clear and unique solution of any problems
Nachteile
Everything is right and fantastic website yo provide by 17 hats to response the any problems of your business and any query
- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Great CRM but not my favourite
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.
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
HoneyBookGründe für den Wechsel zu 17hats
At the time I had a friend who had used it and had said good things so I tried it out and found it easy to set up!- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Efficient and User Friendly Software Management
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.
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.
Gründe für den Wechsel zu 17hats
It was the easiest to understand and set up. It's very user friendly. I liked the style of it best as well. Overall it seemed like it was going to suit my needs best and it has!
- Branche: Informationstechnologie & -dienste
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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!
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.
- Branche: Fotografie
- Unternehmensgröße: 2–10 Mitarbeiter
- Monatlich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Great CRM, just not for us
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.
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.

- Branche: Bildungsmanagement
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Monetize Your Small Business Faster
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.
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.

- Branche: Fotografie
- Unternehmensgröße: Selbstständig
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
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.
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.
- Branche: Eventservice
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
I love 17hats!
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.
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.
- Branche: Gastgewerbe
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
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.
Vorteile
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!
Nachteile
It would be great to be able to use this as a bit of a marketing tool to send blast information to all contacts.