--- title: 17hats Reviews meta_title: '17hats Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 119 reviews by the users' company size, role or industry to find out how 17hats works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 119 scale: '5' date_modified: '2026-08-13' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # 17hats Reviews **Vendor:** 17hats **Category:** [Other Sales Software](https://www.g2.com/categories/other-sales) **Average Rating:** 4.6/5.0 **Total Reviews:** 119 ## About 17hats 17hats help small service driven businesses optimize their business for growth. 17hats includes everything you need manage your business: invoices, lead capture forms, online scheduling, bookkeeping, workflows, automations, payment plans, pipelines, questionnaires, quotes, contracts, and so much more. Photographer, videographers, event planner, wedding vendors, coaches ... Schedule your 1:1 walkthrough with a 17hats expert to see just how 17hats can help you optimize your business for success. Learn more on 17hats.com ## 17hats Reviews ### 1. 17hats for Sales Enablement: Efficient, But Not Enterprise-Ready **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2025 **What do you like best about 17hats?** What I liked best about 17hats was its ability to simplify and centralize my client management workflows. As a consultant juggling multiple accounts, the all-in-one dashboard—combining CRM, scheduling, contracts, invoicing, and email automation—was a game-changer. It helped me stay organized, respond faster, and deliver a more professional experience to clients. The automation features, especially for follow-ups and reminders, saved me hours each week and allowed me to focus more on strategic enablement work rather than administrative tasks. **What do you dislike about 17hats?** What I disliked about 17hats was its limited flexibility when it came to customization and scalability. While the platform worked well for managing individual client workflows, I found the design options for templates and forms to be somewhat rigid, which made it harder to tailor communications to specific client segments. Additionally, the bookkeeping features felt basic and lacked the depth needed for more advanced financial tracking or reporting. As my consulting needs grew, I also noticed that 17hats didn’t integrate as seamlessly with other enterprise tools, which eventually became a barrier to continued use. **What problems is 17hats solving and how is that benefiting you?** 17hats helped solve the challenge of managing multiple client workflows without relying on a patchwork of separate tools. As a consultant, I often needed to handle lead tracking, proposal generation, contract signing, and invoicing—all while maintaining a consistent client experience. 17hats brought all these functions into one platform, which reduced manual effort and improved turnaround time. The automation of tasks like follow-ups and reminders ensured that no opportunity slipped through the cracks, ultimately helping me stay more responsive and organized in my engagements. ### 2. Good client management software **Rating:** 4.0/5.0 stars **Reviewed by:** Anirudh K. | SDE-II, Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2022 **What do you like best about 17hats?** It is a very helpful tool in mitigating manual and frequent tasks and helps in organizing, systemizing and automating several important business processes, as several tasks are supposed to be active outside working hours, like automated replies, payment management etc. **What do you dislike about 17hats?** There were some initial difficulties while syncing email accounts and bank accounts, rest all was fine. Also, the website feels a bit over crowded and it gives a very cluttered impression **What problems is 17hats solving and how is that benefiting you?** A user-friendly client management portal helps in handling a lot of clients day to day problems, which you might not be able to cater to again and again or it might become cumbersome after a point. The simple interface helps in the smooth transition to the clients. Helps in drafting emails too, and a lot of other tasks and helps making business run smoother. ### 3. Great time saving business management tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2022 **What do you like best about 17hats?** Helps with multiple tasks -online booking, contracts, payments etc. **What do you dislike about 17hats?** It's not as easy to get the hang of and is slightly expensive **What problems is 17hats solving and how is that benefiting you?** Helps to save a lot of time through features such as email templates, auto lead response and fully-integrated CRM ### 4. Great Task Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about 17hats?** I love the efficiency of keeping all details and documents about clients in one place. **What do you dislike about 17hats?** I feel like the homepage is a bit crowded, I think making everything look simpler would be easier to look at. **What problems is 17hats solving and how is that benefiting you?** A great benefit is assigning tasks to staff and being able to see all tasks on each client's page. It's everything in one place. ### 5. A Business Startup's Best Friend **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2017 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** Wish you there was a forwarding feature for emails so that I could follow up with a message. **What problems is 17hats solving and how is that benefiting you?** organization of overall internal business and leads, ability to track invoices and get paid quicker. Ability to create questionnaires easily and invoices that provide multiple options that automatically generates the appropriate price. ### 6. Gets the Job Done **Rating:** 4.0/5.0 stars **Reviewed by:** Bryan R. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 07, 2019 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** Great software that gets the job done. **What problems is 17hats solving and how is that benefiting you?** Client management, client questionnaires, contracts, invoicing, proposals. The software offers a lot of benefits and it’s so convenient for me to be able to do everything online with my clients. ### 7. 17hats very versatile **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Executive Office | Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2019 **What do you like best about 17hats?** 17hats is a very versatile, comprehensive CRM and business management tool. **What do you dislike about 17hats?** No super intuitive in all areas. Some functions are easy to use, others not so much. BUT they have excellent customer service **What problems is 17hats solving and how is that benefiting you?** I love how you can track from “lead through to client” with emails, invoicing, calendar, contact forms, etc. ### 8. Efficient **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 22, 2019 **What do you like best about 17hats?** I like the organization it provides when managing projects. **What do you dislike about 17hats?** It can get a little messy when there are a lot of data/information. **What problems is 17hats solving and how is that benefiting you?** We are using it for better organization in our communication with clients. ### 9. Intuitive and Full of Features - but It's Pricey **Rating:** 3.5/5.0 stars **Reviewed by:** Melissa Z. | Content Marketing Manager, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2018 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** You get what you pay for - the software has everything you need to run a very small business effectively. It's nice to have your whole business housed in one software. I switched to another software because 17hats had more features than I really needed and I preferred to just save some money each month. **What problems is 17hats solving and how is that benefiting you?** 17hats helped me closely track expenses and tax deductions so I could keep the business profitable and write off as much as possible when tax season rolled around. The option to run P&L reports and supply everything to my tax accountant was very helpful. ### 10. Is 17hats the CRM for you? **Rating:** 4.0/5.0 stars **Reviewed by:** Lucy K. | Keep Them Loyal - Customer Retention Strategist, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** November 29, 2017 **What do you like best about 17hats?** I love the workflows that I can create that includes emails, reminders, etc. It has helped me buy back time in my business and I am not constantly recreating the same email or questionnaire or whatever. I also love that I can send invoices through the 17hats portal and there is no additional fee involved. I can even connect my Quickbooks account so that all my invoicing and payments are housed together. **What do you dislike about 17hats?** I can't customize any of the fields and so I have had to create some "workarounds". You are limited in how you categories your contacts. You have to attach a contact to a "project" otherwise you can't create notes, send emails, etc. **Recommendations to others considering 17hats:** Really think about your "must-haves" versus "it would be nice if" in terms of which CRM you are choosing to use in your business. The right CRM will help you build your business - it's not just a digital tool. **What problems is 17hats solving and how is that benefiting you?** This has streamlined my process with leads and clients and saved me time. I now have best practices in place in terms of dealing with my contacts. I can stay connected with my clients and others. ### 11. Lots of features - sometimes has technical difficulties **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2017 **What do you like best about 17hats?** So many features that help me run my business! Quotes, invoicing, and contracts are a must-have for me. Email templates and workflows also help streamline and keep me on top of my to-do list. **What do you dislike about 17hats?** Sometimes 17 hats has issues with pages loading correctly or certain features showing correctly. Their customer service is sort of mediocre, so sometimes you're left figuring out a workaround until they can fix things or help you out. **Recommendations to others considering 17hats:** 17hats is great for the small business or solo entrepreneur! It has essential client management features like invoicing and contracts, email, and bookkeeping. It also connects with many other programs to streamline data flow and save you time. The customer service can be lacking at times, but generally things work and I haven't needed too much help. If only they would add client online booking capability - that would be most appreciated! **What problems is 17hats solving and how is that benefiting you?** Client onboarding with quotes, contracts, and invoices. The bookkeeping feature is basic and works well most of the time. SOmetimes it's hard to connect your bank account but with persistence it usually works. ### 12. Powerful and inexpensive **Rating:** 4.0/5.0 stars **Reviewed by:** Fred-Allen S. | Inside Sales, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2017 **What do you like best about 17hats?** The sheer number of things that 17 Hats can do is amazing. From invoicing to accepting online payments to tracking leads and keeping track of where projects are. It's simply amazing. **What do you dislike about 17hats?** The work flow for projects and the user interface are not intuitive in any way. Don't get me wrong, I love the system, but it's very difficult to learn because of its unintuitive layout. **Recommendations to others considering 17hats:** Definitely give it a shot. It's an inexpensive CRM that you does so much. **What problems is 17hats solving and how is that benefiting you?** Keeping track of multiple projects for multiple clients and online invoicing. ### 13. So Far, my favorite CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2017 **What do you like best about 17hats?** It has a TON of features! Favorites are workflow, timer, integrations with QB **What do you dislike about 17hats?** It's hard to separate out administrators. The timers seem to be running consecutively and we have to switch email signatures. **Recommendations to others considering 17hats:** Great for sending/receiving contracts, surveys, questionnaires, etc. **What problems is 17hats solving and how is that benefiting you?** We do consulting, and it helps track notes, timekeeping, integrates contracts that clients can sign online ### 14. Start Up Agency's Automated BFF **Rating:** 4.0/5.0 stars **Reviewed by:** Eric I. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2017 **What do you like best about 17hats?** Workflow and lifecycle automation has made the largest impact for our sales process. **What do you dislike about 17hats?** Need more visual customization options in terms of how forms appear, in addition to some more functionality with project management workflows to match the level of the sales workflows. **Recommendations to others considering 17hats:** Huge value, ensure you have your value prop and digital foundation ready. **What problems is 17hats solving and how is that benefiting you?** Lead generations and sales process. ### 15. Staying organized with 17hats **Rating:** 4.0/5.0 stars **Reviewed by:** Holly V. | Owner/ Photographer, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2017 **What do you like best about 17hats?** I like the ease of sending and receiving client contracts as well as invoicing. I also like that I can send client questionnaires with this software. **What do you dislike about 17hats?** It takes time to set up everything like workflows. **Recommendations to others considering 17hats:** 17hats is perfect for keeping up with a simple client management system. It includes a calendar, invoicing, contract e sign, surveys/ questionnaires, and the ability to set up automated workflows. **What problems is 17hats solving and how is that benefiting you?** It looks professional and provides my clients with ease, options, and instant gratification to booking. ### 16. 17Hats: Perfect Option For Creative Careers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2016 **What do you like best about 17hats?** I really like that it brings all the different administrative business aspects to one portal. And it's a brilliant concept for Creative. **What do you dislike about 17hats?** I don't think the initial trail period is long enough to actually grasp if you want to migrate your entire business over. As with any software, you need to test it out. But when one spends weeks transferring, there isn't actual use being done. Most creative projects take 2-4 weeks. I'd like to see the trial extended or a "one-time" offer even to purchase the first month at a bigger discount. **Recommendations to others considering 17hats:** I'd recommend if you're just experimenting with the trial; do one contact, with one project that will produce 1 invoice that will not only conclude but also be billed and paid within the 17 days. **What problems is 17hats solving and how is that benefiting you?** A business owner doesn't just only wear all the hats in their business. But as a creative business owner, they also wear all the hats in their prospective fields. I really like that all the elements (not just administrative) for different ventures are so easily supported. This weather you're just working one facet, or have many different jobs, hobbies, etc. ### 17. Pretty Good but not great **Rating:** 4.0/5.0 stars **Reviewed by:** William F. | Chief Operating Officer, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2016 **What do you like best about 17hats?** Most of the functions I need are in one portal. Billing and invoicing all in one place. Contracts, agreements, questionnaires, process flow control, etc. **What do you dislike about 17hats?** As a billing platform it does not allow for small decimal billing. We bill some of our telco clients in small increments of a cent per minute, but this does not support the small increments and improperly rounds the results up. **Recommendations to others considering 17hats:** Improve the accounting features. Decimal places are important for many businesses, and it should be reflected in this system. Also, integrations with third-party CRM would be helpful. **What problems is 17hats solving and how is that benefiting you?** Easy billing, invoice tracking, and online payment gateway. ## 17hats Discussions - [Calendar](https://www.g2.com/discussions/17269-calendar) - 3 comments, 1 upvote - [Is an app coming?](https://www.g2.com/discussions/is-an-app-coming-a9c8cdf1-5937-4132-ada7-843a28e13e2e) - 1 comment, 1 upvote - [View 17hats pricing details and edition comparison](https://www.g2.com/products/17hats/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+22%3A58%3A35+-0500&secure%5Bsession_id%5D=70274fe3-3e59-4afb-92bc-fa416b0a4794&secure%5Btoken%5D=0dcd796070ad77abc474201ce980ba803ad19056f4a1867655cd4ff2cef6c0b1&format=llm_user) ## 17hats Integrations - [Chase Payment Solutions](https://www.g2.com/products/chase-payment-solutions/reviews) - [Duda](https://www.g2.com/products/duda/reviews) - [Flodesk](https://www.g2.com/products/flodesk/reviews) - [Fundy](https://www.g2.com/products/fundy/reviews) - [Google Analytics](https://www.g2.com/products/google-analytics/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [ShootProof](https://www.g2.com/products/shootproof/reviews) - [Square Payments](https://www.g2.com/products/square-payments/reviews) - [Square Point of Sale](https://www.g2.com/products/square-point-of-sale/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Wix](https://www.g2.com/products/wix/reviews) - [WordPress.org](https://www.g2.com/products/wordpress-org/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## 17hats Features **Additional Functionality** - Single Sign On - Lead Engagement - Content Management - Gamification - Content Discovery - Automated Publishing - Performance Metrics - Social Media Integration - Social Media Monitoring - Compliance Management - Pre-Approved Content Library - AI Copilot - Employee Advocacy - Generative AI ## Top 17hats Alternatives - [SAP Entitlement Management](https://www.g2.com/products/sap-entitlement-management/reviews) - 4.4/5.0 (25 reviews) - [Caller ID Reputation](https://www.g2.com/products/caller-id-reputation/reviews) - 4.7/5.0 (42 reviews) - [Free Address Book](https://www.g2.com/products/free-address-book/reviews) - 4.1/5.0 (22 reviews)