17hats Reviews & Product Details

I liked that I could manage my client communication and have estimates and invoices and contracts all go out from the same system. I also liked that I could export my client list to a CSV file. Review collected by and hosted on G2.com.

It doesn't integrate well with Quickbooks, and it mucks up the categories that my accountant recommends. Therefore, since I'd rather not use both, I'm choosing to drop 17hats. Review collected by and hosted on G2.com.

There are different things that I enjoy about this platform - it's a great program for startups and entrepreneurs.

Their automation has gotten so much better, and I love the fact that we can create workflows that we can automatically send Agreements, Questionnaires and invoices to our clients.

You can time track and save files for all of your clients. Even email directly from there after you connect your email server! Also, you are able to add your logo to all files to make it look more professional. Best of all, it's incredibly affordable. Review collected by and hosted on G2.com.

Wish you there was a forwarding feature for emails so that I could follow up with a message. Review collected by and hosted on G2.com.

I love 17hats’ automation for intake, emails, workflows, etc. It takes so much work off of my shoulders and lets me spend more time doing the fun parts. I don’t have to send an email every time a customer makes an inquiry - that’s already handled. I don’t have to write a new contract every time - that’s done and filed with the customer’s information. It’s really invaluable the amount of time this has saved me.

I am also a huge fan of the landing screen for projects. I’m able to put as much information as I want to be able to see from a single screen so I know who is where, when, and for how long without any extra clicks. Review collected by and hosted on G2.com.

The accounting software is too basic for my liking. It may be fine for some, but it doesn’t have many of the functions I really need to feel like my books are in order. Thankfully it does have integration with Zapier so I can sync over invoices and customer info to an outside accounting software. Review collected by and hosted on G2.com.

Project and contact organization is by far the best thing about 17hats. You can have multiple projects per client and multiple clients per project. You can set up workflows to automate emails and keep track of tasks as a project develops. All email and phone correspondence is logged per project to easily keep up with communication and it syncs with all Google products. It's also a complete accounting software, invoicing software, and contract software. Easily send contracts or quotes with electronic signatures. Review collected by and hosted on G2.com.

It can be difficult to set up, workflows are particularly tricky. The only thing I wish they would revise or change is the way that they process refunds for clients. Review collected by and hosted on G2.com.

I like best how everything is stirred in one easy to access place. I live that I can see when a client has viewed a document. I love how I can create documents exactly with my preferences. Review collected by and hosted on G2.com.

I do not like that there isn't an app! I also don't like that you can not view or adjust payment information from mobile. Review collected by and hosted on G2.com.

The fact that it sends out invoicing and contracts for signatures. It has made my business much better for that reason alone. Review collected by and hosted on G2.com.

Sometimes little features like deleting an invoice versus putting pause on an invoice would be appreciated if clients chose to temporary stop service. Review collected by and hosted on G2.com.

It's easy to set up workflows and have contracts, questionnaires, and emails sent automatically. You can set up payment plans pretty easily so clients can spread big purchases over several months. You can set up your contact form on your website to link directly to 17hats and input them as a lead. Review collected by and hosted on G2.com.

They're not very receptive to customer requests and things that have been asked for for literally years are ignored. There's no scheduling. There are a fair number of things that aren't intuitive. There's no Zapier integration. The payment plan setup isn't the best. It's tricky to set it up exactly how I want it for some clients based on when and how much they want Review collected by and hosted on G2.com.

I love how easy it is to set up documents that fit our branding and can make it simple to send a quote, invoice and contract based off of templates we have created. It looks professional, clean, and I love how you can see if the documents have been opened or not! Review collected by and hosted on G2.com.

It does take some time to understand how to use the system mainly because it does have so many features. It has been a trial and error process, but after reading through tutorials I was able to catch on to it quickly. Review collected by and hosted on G2.com.

17hats offers a ton of features and I find it easy to use, and over the years I’ve been with them I’ve seen them add lots of new and awesome features. Review collected by and hosted on G2.com.

It’s definitely quirky and often I can’t get something to work right. I can always find a work around but it’s still annoying. Review collected by and hosted on G2.com.

17hats is a very versatile, comprehensive CRM and business management tool. Review collected by and hosted on G2.com.

No super intuitive in all areas. Some functions are easy to use, others not so much. BUT they have excellent customer service Review collected by and hosted on G2.com.

Ability to keep client files separated with reminders of to-do lists for each client Review collected by and hosted on G2.com.

The app is not user friendly, but the desktop version is great! Review collected by and hosted on G2.com.

I like the organization it provides when managing projects. Review collected by and hosted on G2.com.

It can get a little messy when there are a lot of data/information. Review collected by and hosted on G2.com.

We used to have to log into 5 different programs just to go through one transaction with my client. This program is all those programs put into one. Easy to use and really organizes the day to day transactions. Review collected by and hosted on G2.com.

The mobile app for the this program is not as good and lacks most of the features Review collected by and hosted on G2.com.

Ease of use and myriad of options for client management, payment options Review collected by and hosted on G2.com.

Not able to link to Facebook like honeybook Review collected by and hosted on G2.com.

This is the ultimate small business organization solution. We use this on a daily basis to perform our day to day transactions. Best part is the built in intagrations like paypal, stripe and quicken Review collected by and hosted on G2.com.

While the online version is spectacular, the mobile site lacks a bit. I wish they had a better mobile app Review collected by and hosted on G2.com.

I love how easy this is to use and how many problems it's solved for our business. Review collected by and hosted on G2.com.

The app for the phone is terrible! I wish they would spend some time and money on enhancing this. Review collected by and hosted on G2.com.

I can keep all my clients organized with workflows as well as invoices and contracts, all done digitally. Review collected by and hosted on G2.com.

The interface can be a little clunky and not the most user friendly. There are items in places you wouldn't expect to find them. Review collected by and hosted on G2.com.

I LOVE that it houses everything that's related to a project in one big project file but keeps it all organized. Other features I love are the client portal, the invoicing and contracts, and the workflows tool. They also allow you to embed your lead capture forms directly into your website so that all of the info populates right into your files. Review collected by and hosted on G2.com.

The only thing I think they could improve upon are their integrations. They are always growing and will most likely improve this, but for now I think it's limited. Review collected by and hosted on G2.com.

When I was looking at CRM options, none of them covered everything I wanted. And most still required me to enter the same data over and over in multiple programs that weren't really compatible. When I tried 17hats, it had nearly all the items I was looking for and little need for other programs/ integrations. Since I started using it several years ago, it has added a tremendous number of features and now can even have multiple users. Review collected by and hosted on G2.com.

The accounting portion of the program is weak, so I still have to use a separate program. It integrates with Quickbooks only, and I HATE Quickbooks. The multi-user functions still needs some improvement as well with the way it handles emails. Not a big deal for us, but I think it could be problematic for larger companies. Review collected by and hosted on G2.com.

I love that when a new lead comes in from my website, that a chain of events is set in motion and emails are sent automatically to keep the lead engaged. I love that my accounting, my phone call notes, my emails to and from clients are all in one place in that client's portal! Review collected by and hosted on G2.com.

I don't like that it feels like there is somewhat of a lack of intuition in the software. I did have to set it up from scratch, there were not any cogs in my wheel until I put them there. However, that also means that my workflow is my own, and each client gets the same experience with my company. Review collected by and hosted on G2.com.

I love how professional this software is. The client portal puts me way ahead of my competitors. The simplicity of capturing leads, converting them to clients, and managing projects is incredible. Review collected by and hosted on G2.com.

The mobile experience is terrible. Updates are said to be coming very soon. Review collected by and hosted on G2.com.

17hats is easy to figure out, even if you skip the demos and tutorials (which I did). The interface is intuitive and I was able to set up client accounts and projects in just a few minutes. I like the the various to-do lists, the ability to send invoice reminders, and the way the bookkeeping transactions can be organized by account. Overall, a streamlined experience from start to finish. Review collected by and hosted on G2.com.

The dealbreaker for me was pricing. It's cheaper to commit to an annual plan, but I just didn't have the funds to do that when I was getting my company started. I opted for the monthly fee of $29 for the first year, but then 17hats upped the price to a whopping $37 a month - a pretty massive increase. Options like Wave and Freshbooks have free and/or substantially cheaper options (although theirs don't include the CRM features that 17hats has) so I couldn't keep justifying the cost. I deleted my account today and switched over to Wave. Review collected by and hosted on G2.com.

I love that everything can be seen in one place and integrated into other systems that i use such as google calendar. There are plenty of different templates created by 17 hats that have helped to set my business up for success. Review collected by and hosted on G2.com.

Occasionally it doesn't update activity on the app in correct time. Review collected by and hosted on G2.com.

Ease of access in navigation, invoicing features, ongoing project management features. Very customizable, email automation features are great. Review collected by and hosted on G2.com.

UI can be a bit clunky at times, having to retrace steps to get back to a project/client. I wish it had more features and was more versatile when it came to project management Review collected by and hosted on G2.com.