17hats Reviews & Product Details

I find the Workflows feature the most helpful, especially because it includes templates for repeatable processes that I can easily communicate to my clients. It gives me peace of mind knowing the automation keeps everything moving forward without me having to rely on my memory. Review collected by and hosted on G2.com.

The biggest thing I’d love to see improved is reporting and analytics. I use 17hats pretty extensively and would love an easier way to see deeper insights into my leads, conversions, revenue, and where clients are throughout the customer journey. Review collected by and hosted on G2.com.

What I like best about 17hats is that it brings every part of my client experience into one organized system. From inquiries and questionnaires to quotes, contracts, invoices, scheduling, and automated workflows, I can manage the entire process without constantly switching between different platforms.

As a family-owned photography and videography business, staying organized is essential, but maintaining a personal connection with our clients is equally important. 17hats helps us automate the repetitive administrative tasks while still allowing our communication to feel warm, customized, and personal. It gives me more time to focus on serving our clients, planning their experience, and creating meaningful work rather than chasing paperwork or trying to remember every follow-up.

I especially appreciate the workflows because they help us remain consistent and make sure no important step is overlooked. Overall, 17hats has helped us create a more professional, efficient, and thoughtful experience from the first inquiry through the final delivery. Review collected by and hosted on G2.com.

the learning curve took me a little bit but I knew that coming in but once on i got it and continue learning and loved it more and more as it solve more and more issues, perhaps the output design could be more done up like other platforms Review collected by and hosted on G2.com.

I like having all my client's information in one place with 17hats, which helps me keep on task with each client. I love being able to time each interaction with my clients, showing where I spend my time and helping me keep my business costs in check. The ease of setup is great, with lots of how-to videos and articles to keep the process simple. As I'm ready to add more services, I can easily change the workflow to accommodate my changing needs. I appreciate the short setup videos that take the guesswork out, especially since I'm not tech-savvy. I didn't have to create each step, and the automation of client responses is great. Having password-protected client portals was a must for me, and I can use auto-created templates for a better client experience. Review collected by and hosted on G2.com.

I would love to be able to add more marketing materials through 17hats or have it integrate my current clients to a platform that I can use for large-scale email drives. 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.

It really streamlines things for my small business. 17 Hats also seems committed to constant improvement, staying current with the times, and continuing to grow alongside my business. Review collected by and hosted on G2.com.

It’s not as intuitive as I’d like; however, they offer a lot of support...you just need to ask questions. You won’t know until you ask. Review collected by and hosted on G2.com.

Customer service and professionalism, the level of care is amazing Review collected by and hosted on G2.com.

Nothing so far and I'm with them for a very long time Review collected by and hosted on G2.com.

It can automate many aspects of the client journey as well as behind-the-scenes tasks. The support within the platform is very helpful. Review collected by and hosted on G2.com.

I wish the automations were a little easier to build. A visual automation builder would be helpful. Review collected by and hosted on G2.com.

I love that I can keep all of my design client, project, invoicing, to-do lists, files, and notes in one place. 17hats allows me to open one software in the morning, reply to emails, send quotes (automatically, if I have that set up), and even save final files within one software. It's more than a CRM, it's a lifesaver! I'm a one-woman graphic design & marketing operation, and this keeps me organized. I know what stage each project is in (gathering info, proofing, production, etc) and whether someone has approved designs or paid project invoices. At the end of the tax year, I can tally up my numbers and run a report. Any troubles, and customer support is right on it. They are a fantastic company. Review collected by and hosted on G2.com.

17hats has more features that I use, but that's not such a bad thing. I can learn them when I need them. Review collected by and hosted on G2.com.

One of the things I love most is the ability to capture leads and integrate with my website. I appreciate being able to customize and collect necessary information. Automation adds contacts to my list for easy follow-up, quotes, through invoicing and delivery. I also have taken advantage of integrations to link my customer online ordering and scheduling. Another plus for me: the support team is amazing! They patiently answer questions and help work through customizations specific to my business. Overall, 17hats has been a game-changer for organization and daily operations. Review collected by and hosted on G2.com.

I dislike only that I don't know enough! There are so many features and I don't take full advantage...yet! It is a work in progress! Review collected by and hosted on G2.com.

I’ve been using 17hats since 2020 — long enough to be considered a founding member — and it’s one of the best investments I’ve made in my business. As a solo PR and communications consultant, I handle everything myself, and 17hats makes that possible without the overwhelm.

I use it frequently to send contracts, quotes and questionnaires, and the platform makes everything feel streamlined and professional. Online scheduling has saved me from endless back-and-forth emails. Clients pick a time from my availability, and 17hats seamlessly takes care of confirmations and reminders.

Invoicing is quick and polished, and I love that I can check on project statuses and payments anytime using the mobile app. It gives me peace of mind and makes it easy to stay on top of things.

Being part of the 17hats Ambassador program has also connected me with a supportive community of business owners. It’s clear the company is invested in helping us succeed.

If you’re a solopreneur or small business owner looking for a way to save time, reduce stress, and grow confidently, I highly recommend 17hats.

17hats Review collected by and hosted on G2.com.

While I haven’t used Workflows and Pipelines as much as I’d like, I know there’s room to grow with the platform. I appreciate that 17hats is flexible enough to meet me where I am.

Sometimes a bank account stops syncing with 17hats' bookkeeping feature, but that seems to be a problem with the bank, not 17hats. And 17hats' customer support folks have been incredibly helpful getting the account reconnected. Review collected by and hosted on G2.com.