--- title: 17hats Reviews meta_title: '17hats Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 116 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: 116 scale: '5' date_modified: '2026-08-02' 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:** 116 ## 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. Great App for systemizing and organizing. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about 17hats?** Great App for systemizing and organizing/ automate the small/medium business to reduce any kind of paperwork. **What do you dislike about 17hats?** Could be adataptive for large scale business with more speedy app. **What problems is 17hats solving and how is that benefiting you?** Reduce any kind of paperwork. Helping to automate all business needs like scheduling/meeting or billing. ### 2. Great project/event planning tool for small business and/or freelance. **Rating:** 4.5/5.0 stars **Reviewed by:** Christopher C. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** October 15, 2021 **What do you like best about 17hats?** I like the overall UI. It's simple, clean, and customizable. I also like that you can integrate a lot of other e-commerce platforms and other applications. **What do you dislike about 17hats?** No dislikes at the moment. Overall its pretty simple. I would like to see docusign being integrated into 17hats? **Recommendations to others considering 17hats:** If you are a small business that is looking for a platform to organize customers. This platform will increase the production of your workflow and make your life easier. As a small business owner, I always have a difficult time managing my time. 17 hats will get some of that time back. **What problems is 17hats solving and how is that benefiting you?** Customer management. I can keep my customers informed while I am planning their events. ### 3. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** November 30, 2021 **What do you like best about 17hats?** 17 Hats has helped me tremendously! I was having a hard time managing emails, calendars, contracts, invoices, etc., but this product has really kept me together and organized! **What do you dislike about 17hats?** I had some difficulty syncing my email and bank account. However, the tutorials offered by 17 Hats were straightforward, and their customer support team followed up with all of my concerns. **Recommendations to others considering 17hats:** Consider getting 17 Hats if you are looking for an application to keep all of your work in one place. **What problems is 17hats solving and how is that benefiting you?** I realized that this product was what I needed to keep my company streamlined. I researched other companies, but a good friend of mine introduced me to 17 Hats, and I am so grateful! ### 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. I finally found THE BEST tools for my business after trying out dozens and dozens of others! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelley B. | Owner/Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2021 **What do you like best about 17hats?** I love the email templates and the ability to customize them to suit my business and clients. The automation is great! I've tried just about every tool out there, but 17hats seems to be the perfect fit for what I need, and the onboarding tutorial was a lifesaver! I'm a very busy mother of toddler girls and I own 2 businesses. My day is quite busy and overwhelming at times. I usually have to struggle with getting used to using a new software or tool for my business, but it's been a breeze learning 17hats. They have an easy to follow, step-by-step onboarding process where you learn by reading the instructions and doing the task you're learning at the same time. My crazy overwhelmed brain was able to keep up with the tutorial and retain the knowledge thanks to their hands on approach. **What do you dislike about 17hats?** The price isn't outrageous or anything, but it is a bit more pricey than their competitors. I really think the interface is bland and boring but I can live with that! I sometimes get confused when creating forms and I'm not sure if that is the tools fault or if it's just me. I have 2 LCF's for my business. One is an inquiry form, the other is leads that are more serious about purchasing my services and is in the form of a client application form. I wanted to bypass the Lead Capture/Inquiry form completely and use only the client application form. 17hats automatically responds when a LCF/Inquiry is submitted with a thank you email and a link to schedule a call. It took me the longest time to figure out how to respond to inquiries with an invitation to fill out the application instead, instead of a link to schedule a call. I figured it out eventually and if I had asked the support team them would have been glad to help. There's nothing really terrible about this tool in my eyes, just a few bumpy spots here and there. **What problems is 17hats solving and how is that benefiting you?** Having a user-friendly client portal has taken alot of hassle and confused new clients off my shoulders. Other tools have lacked in this department. It's either easy to use on my side or easy on the client side, but normally not both at the same time. The client portal is easy for me to set up on my end, easy to access and understand on the cleint end, and it's a simple interface. It's not hard to understand, it's not loaded down with "extra fluff" that I don't need and my clients aren't interested in. But the most helpful and beneficial parts about this tool is having everything in one place and not having to bounce around from tool to tool to do my job everyday. I'm an overthinker when it comes to drafting a document or an email. I will revise a million times and I'm not satisfied until it's absolutely perfect. As you can imagine, this is a huge time-killer for me. 17hats may not be able to completely eliminate my problem but they sure have save me alot of time each day by having templates for email and documents. ### 6. It used to be promsing **Rating:** 2.0/5.0 stars **Reviewed by:** Matthew D. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2020 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** It may be perfect for you, but I suspect that the company isn't doing as well as it was. The website hasn't changed for years. But if it checks out, and customer service is still solid, try it out. **What problems is 17hats solving and how is that benefiting you?** I needed something that would allow my to have clients approve estimates and contracts. For this, it has been very helpful. I also like that I can save clients and prospects separately, which helps my marketing. ### 7. My go-to solution for client onboarding! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Small-Business (50 or fewer emp.) **Reviewed Date:** August 18, 2021 **What do you like best about 17hats?** Client's are always impressed by my speed and organization of the onboarding process from questionnaire to service agreement and contract (and there's sooo many features beyond that I don't even use regularly!). **What do you dislike about 17hats?** That invoices don't allow for images, otherwise I would use it for invoicing too. **Recommendations to others considering 17hats:** I'd highly recommend it! **What problems is 17hats solving and how is that benefiting you?** Vetting new projects, getting to know clients, having our paper trail covered! ### 8. 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. ### 9. Variety & quality in a single software **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica E. | Creator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 27, 2020 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** Be prepared to spend a little bit of time working on your processes to find out what works best for you. Don’t expect it to do everything. It does what it does well. I’m fine with having to take parts of my processes to other companies. (I use external software for forms, accounting and scheduling) Don’t be afraid to use customer service. It’s a skilled team of help techs, not your typical baseline IT team sending you copy/paste FAQs. They love their work and they want to help. **What problems is 17hats solving and how is that benefiting you?** I used to spend a lot of time on the grunt work of customer interaction. Not the fun part where you get to know them and why they want to work with you, but the sending of things and following up and the emails that look the same every time. It’s so nice to have those parts handled for me. They also have a customer portal which allows the customer to see everything at a glance without having to look for it. ### 10. Great for many applications. **Rating:** 5.0/5.0 stars **Reviewed by:** Staci T. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 23, 2020 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** 17hats was originally made for entrepreneurs and photographers, but it has grown so far beyond that. I use it for both a website design company and a wedding planner. I know of three others that currently use it for a wedding venue. **What problems is 17hats solving and how is that benefiting you?** I've used 17hats in my work as a website designer and as a wedding planner. Being able to send contracts, invoices, reoccurring invoices, and keep track of all my ongoing projects is a lifesaver. ### 11. It allows me to weary my 17 hats IN STYLE! **Rating:** 5.0/5.0 stars **Reviewed by:** Davide D. | Inspirational Keynote Speaker, Professional Training & Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2018 **What do you like best about 17hats?** I love that it's a simple layout and design - EASY to use - integrates EFFORTLESSLY with Quickbooks and Stripe - has truly made my invoicing a cinch, and everyone who receives my invoices loves it and comments about it! **What do you dislike about 17hats?** I wish it would allow PayPal payments AND Stripe at the same time - but it's not a big deal. LOVE that it allows EChecks easily. I haven't explored it entirely - but I don't love the CRM tool - it seems like a lot of work - perhaps I just need more education on it. **Recommendations to others considering 17hats:** 17hats solved so many issues for me when I originally set my business up in this country. It's true to its name - and there are so many possibilities and tools within the platform. I love it and recommend it without hesitation! **What problems is 17hats solving and how is that benefiting you?** Allows me to invoice clients with beautiful integration to my QuickBooks - saves me a lot of time, and looks great. ### 12. 17Hats saves me time and it was a breeze to initially set up - it's been 3 years and I'm still happy **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2019 **What do you like best about 17hats?** I like best how everything is stored in one easy to access place. I like that I can see when a client has viewed a document. I love how I can create documents exactly with my preferences. **What do you dislike about 17hats?** I don't like that you can not view or adjust payment information from mobile. I really really don't like the uptick in costs for little to no changes **Recommendations to others considering 17hats:** Create a fully functioning app! **What problems is 17hats solving and how is that benefiting you?** Time is the number one problem 17hats solves - but the jump in costs does not equal the time savings compared to other options ### 13. Not bad, but not the best. **Rating:** 3.0/5.0 stars **Reviewed by:** Leila W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2019 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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 **Recommendations to others considering 17hats:** I'm in the process of switching to a more robust CRM system. **What problems is 17hats solving and how is that benefiting you?** It makes it easy to book clients. My studio manager can do it without my having to log in. It makes it easy to stay in touch with the clients by sending emails automatically, including reminders. It sends out questionnaires automatically so that I can customize the sessions for each client. It allows me to set up payment plans so that clients can spread out big purchases over time, making it easier to spend more. It also means that my revenue is spread out so that I have income coming in every month. ### 14. Love 17hats **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Research | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2019 **What do you like best about 17hats?** The fact that it sends out invoicing and contracts for signatures. It has made my business much better for that reason alone. **What do you dislike about 17hats?** Sometimes little features like deleting an invoice versus putting pause on an invoice would be appreciated if clients chose to temporary stop service. **What problems is 17hats solving and how is that benefiting you?** Creating invoices by hand and also getting esignatures — we are now a paper free company. ### 15. Keeps my company organized & flowing seamlessly! **Rating:** 5.0/5.0 stars **Reviewed by:** Hillary U. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about 17hats?** 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! **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** I would give yourself some time to figure out all the in's and out's of the program before getting disheartened. It's not difficult to use, but it does take some time to understand the processes that work best for your company and work flow. **What problems is 17hats solving and how is that benefiting you?** We were spending so much time emailing back and forth between employees to edit and add information to quotes or invoices, but with 17hats we are able to login and make corrections in there. It's so nice to have populated email templates for sending invoices or quotes or contracts too! ### 16. 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. ### 17. 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. ### 18. Great software for business owners with minimal annoyances **Rating:** 4.5/5.0 stars **Reviewed by:** Randi Thiebaud H. | Social Media Marketing and Blog Manager, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2019 **What do you like best about 17hats?** Ability to keep client files separated with reminders of to-do lists for each client **What do you dislike about 17hats?** The app is not user friendly, but the desktop version is great! **What problems is 17hats solving and how is that benefiting you?** We can streamline our booking process to ensure no client slips through the cracks with the workflow feature ### 19. 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. ### 20. Wonderful small business management solution **Rating:** 5.0/5.0 stars **Reviewed by:** James J. | Licensed Real Estate Agent, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2019 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** The mobile app for the this program is not as good and lacks most of the features **What problems is 17hats solving and how is that benefiting you?** I used to have to use PayPal, Excel sheets, email and Trello to organize and process transactions. This program has elemenated the need for multiple programs and has saved us time and money. ### 21. Client management platform with endless options **Rating:** 5.0/5.0 stars **Reviewed by:** Adrien C. | Owner and lead photographer , Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2019 **What do you like best about 17hats?** Ease of use and myriad of options for client management, payment options **What do you dislike about 17hats?** Not able to link to Facebook like honeybook **Recommendations to others considering 17hats:** If you don’t already have a CRM, 17 hats offers incredible value for the pricepoint. **What problems is 17hats solving and how is that benefiting you?** Client management, keeping all relevant documents, contacts, invoices, leads, and data in one organized platform ### 22. Amazing Workflow Program **Rating:** 5.0/5.0 stars **Reviewed by:** Ceci S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2019 **What do you like best about 17hats?** 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 **What do you dislike about 17hats?** While the online version is spectacular, the mobile site lacks a bit. I wish they had a better mobile app **Recommendations to others considering 17hats:** Take advantage of the integrations **What problems is 17hats solving and how is that benefiting you?** We have replaced half of our systems with just this one program. It's really streamlined our workflow process. ### 23. Great way to organize your business **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel R. | owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2019 **What do you like best about 17hats?** I love how easy this is to use and how many problems it's solved for our business. **What do you dislike about 17hats?** The app for the phone is terrible! I wish they would spend some time and money on enhancing this. **Recommendations to others considering 17hats:** Strongly suggest you add the plug ins like quicken. Makes bookeeping a breeze **What problems is 17hats solving and how is that benefiting you?** We were able to replace several programs with just this one program. I am able to organize a project from beginning to end. We can send a quote, contract, invoice and workflow all in one sitting. An absolutely amazing program ### 24. Keep your calendar organzed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2019 **What do you like best about 17hats?** I can keep all my clients organized with workflows as well as invoices and contracts, all done digitally. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** Starting from scratch is best but if you are coming from another program, have them help you set it up. **What problems is 17hats solving and how is that benefiting you?** I use this mainly for keeping "files" on all my clients. It organizes your contracts and invoices. Everything can be done digitally. ### 25. 17 Hats is a fantastic client management tool and it's where I run my business! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica M. | Founder, Co Owner, & Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2018 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **What problems is 17hats solving and how is that benefiting you?** This helps me organize all my projects, keep track of where I am at in every workflow, keeps my calendar organized, and allows me to get paid and get contracts signed. ### 26. Great Small Business CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Jo-Anne P. | Owner, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2018 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** If you get the free trial, really set up the various components and get into all the options. **What problems is 17hats solving and how is that benefiting you?** I had a problem with keeping track of leads prior to using 17hats, as well as keeping track of where my projects were in process. I now have a lead generation page on our website that automatically enters into 17hats, then creates a workflow that keeps me on task, lets me send out stock quotes and contracts, invoices and questionnaires. There are features that I didn't know I needed, but that have made me much more organized. ### 27. My business practically runs itself now! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** August 30, 2018 **What do you like best about 17hats?** 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! **What do you dislike about 17hats?** 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. **Recommendations to others considering 17hats:** Use this code to get a great discount: https://www.17hats.com/card/wdfttncvpc **What problems is 17hats solving and how is that benefiting you?** No one falls through the cracks! Every client is our into a step by step workflow which ensures that I never miss a thing. I'm reminded to send a thank you card at the same time in each client's process--even little things like that! ### 28. Phenomenal Software **Rating:** 5.0/5.0 stars **Reviewed by:** Jess E. | Founder & CEO, Events Services, Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2018 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** The mobile experience is terrible. Updates are said to be coming very soon. **Recommendations to others considering 17hats:** The support is fantastic. The CEO even pops in to the Facebook user group to listen and help. This is great for photographers, event planners, and entertainers. I would advise looking elsewhere if you need a full point of sale/detailed inventory tracking, or if you are a healthcare practice as it is not HIPAA compliant. **What problems is 17hats solving and how is that benefiting you?** 17hats enables me to focus more on my clients and less on the administration. The automation features give the client a feel of working with a large company, while they get the attention and service of a small business. ### 29. 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. ### 30. Fantastic client management. **Rating:** 5.0/5.0 stars **Reviewed by:** Jonnie A. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2018 **What do you like best about 17hats?** 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. **What do you dislike about 17hats?** Occasionally it doesn't update activity on the app in correct time. **What problems is 17hats solving and how is that benefiting you?** I am able to have all my contracts, contact, questionnaires and more in one place. I have become much more organized and can guarantee that all my bases are covered. ### 31. Really Solid Client Management Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 02, 2018 **What do you like best about 17hats?** Ease of access in navigation, invoicing features, ongoing project management features. Very customizable, email automation features are great. **What do you dislike about 17hats?** 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 **Recommendations to others considering 17hats:** Its a more affordable option that is totally worth it if it meets your needs. Support is really incredible and they roll out features fairly regularly. **What problems is 17hats solving and how is that benefiting you?** Client management is the main use of 17hats. It's really great to automate quotes, invoices, contracts, etc.. so that I dont have to manually add each step of the process. ### 32. 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. ### 33. Rude **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2018 **What do you like best about 17hats?** "...there is no answer on this yet, since they only received the support ticket with 2 hours until closing on Friday, it's a weekend, they don't work on the weekend, and as I explained 2 days ago on Friday, the bank sync company has several thousand other companies just like us using them, and they all have open support tickets with them too. They would not have been able to resolve this within 2 hours of business. When I hear something from them, I will immediately let you know. As explained on Friday, and above, they have potentially thousands of support tickets. I just want to let you know, this may take a few days just to take a look at it." **What do you dislike about 17hats?** they boast 20,000 banks connected, but not mine. **What problems is 17hats solving and how is that benefiting you?** it's a short cut from a few different systems I'm using in to one, with just the essentials parts of each. ### 34. 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. ### 35. Love 17Hats just a few Tweaks that it still needs **Rating:** 4.5/5.0 stars **Reviewed by:** Angela B. | Owner/Makeup Artist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2017 **What do you like best about 17hats?** The ease of use, the learning curve is very small. The customer service is AMAZING. They are so attentive and quick at answering any questions. The workflows, questionnaires, emails all work together very well. The have added templates that you can use for free as well to get you started. The projects are laid out very well and the lead form is completely customizable. I run several businesses through 17Hats. **What do you dislike about 17hats?** It doesn't have a client portal like a lot of other programs which I really miss. You also can't build a project without having a client attached to it. The only reports are a couple of financial ones so getting a snapshot via a printable or downloadable report is currently impossible. I've been looking at specific project management software to help with managing company projects that aren't tied directly to a client. They have a mobile app it is OK - but still needs a lot of work. **Recommendations to others considering 17hats:** It is a a great system with amazing customer service. It is lacking a few key elements but until recently I haven't missed them much as with the need for reporting and assigning specific people to different tasks etc. It also doesn't have a client portal and I have missed that quite a bit but I know they are working on several of these issues. They also keep you updated on new additions and ask for help in picking new additions as well. **What problems is 17hats solving and how is that benefiting you?** I can run several different businesses - all different through 17hats with one login but still have separate accounts for each business. ### 36. Girl Boss' Best Friend **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole S. | Makeup Artist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2017 **What do you like best about 17hats?** I love how easy to use and customizable 17hats is. As a makeup artist with a team full of artists and every client requiring tracking, contracts, invoices etc. I LOVE 17 hats. Not only is it user friendly on the business end, but clients have an easy time getting things done too! **What do you dislike about 17hats?** There isn't much I dislike other than wishing there were a few more options for paying invoices. **Recommendations to others considering 17hats:** Do it! The dashboard and mobile app are both great and easy to use, customer service is also incredibly helpful! **What problems is 17hats solving and how is that benefiting you?** Allowing clients to review and sign contracts quickly and easily.. keeping every client profile separate keeps everything easy to track and stay organized. ### 37. Need to learn more **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2018 **What do you like best about 17hats?** I like having one place to keep all of my contacts and upcoming events. **What do you dislike about 17hats?** I don't like that the bill showed up on our credit card for photo services rather than the name of the company. I also don't like that they bill for the whole year all at once rather than offering quarterly or monthly payments. **Recommendations to others considering 17hats:** You can negotiate the price with this company. Also, keep in mind that they may show up weird on your credit card bill. **What problems is 17hats solving and how is that benefiting you?** Keeping everyone in one place and keeping up with what has been communicated to which customers is helpful. ### 38. 17hats for the small business **Rating:** 4.5/5.0 stars **Reviewed by:** Arika S. | Owner and Photographer, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2018 **What do you like best about 17hats?** I love being able to send contracts, invoices and collect leads all from one site. I don’t have to input email addresses and contact information in every site. I also love being able to send digital contracts and invoices. **What do you dislike about 17hats?** I would love a little bit more customization. The client portal is a good step in this direction. **What problems is 17hats solving and how is that benefiting you?** Sending virtual client portals with questionnaires, contracts, invoices and everything in between. ### 39. So many tools! **Rating:** 4.5/5.0 stars **Reviewed by:** Dionne M. | Owner, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2017 **What do you like best about 17hats?** I like that I can have all my clients and potential clients in one place. I have email templates that I can use again and again. **What do you dislike about 17hats?** I wish I would use it for all my bookkeeping, but no check register. Also, couldn't figure out how to use a credit card in the bookkeeping. **Recommendations to others considering 17hats:** Spend some time setting it up for the best results **What problems is 17hats solving and how is that benefiting you?** Keeping up with things to do. Gives me a daily task list. ### 40. We love 17hats **Rating:** 5.0/5.0 stars **Reviewed by:** Rev. Daphne T. | Ordained Interfaith Spiritual Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 27, 2017 **What do you like best about 17hats?** I love combining so many business functions into one software: automaton, workflows, quotes, invoicing, contracts - it does so much! **What do you dislike about 17hats?** I'd love the new customer portal to allow document uploads. I dislike the lack of functionality of the mobile app. **What problems is 17hats solving and how is that benefiting you?** It merges many separate softwares into one which is great for small businesses. ### 41. Excellent Business Organization Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2017 **What do you like best about 17hats?** It literally allows you to wear 17 Hats for your company and multitask like a pro! From sending emails, contracts, questionnaires and invoices, it will manage it all and neatly organize all you’ve done with your client in one neat virtual file. **What do you dislike about 17hats?** Nothing... although I look forward to their growth and expansion on additional goodies for small businesses. **Recommendations to others considering 17hats:** If you need to organize your business, I definitely recommend this system. It’s very flexible, so can be used in multiple industries and is VERY affordable. **What problems is 17hats solving and how is that benefiting you?** Time management is number one. However I will say that when organized correctly it acts as a very nice ATS and employee or Vendor Management system. ### 42. Great CRM for the money! **Rating:** 5.0/5.0 stars **Reviewed by:** Mommy B. | Blogger, Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** December 26, 2017 **What do you like best about 17hats?** The automation that 17hats has given to my business has been life saving! I love letting workflows do all the work, and customers are impressed with the professional payment gateways and invoicing. **What do you dislike about 17hats?** There seems to be a little code glitching on some of the UI, but nothing inhibiting. **What problems is 17hats solving and how is that benefiting you?** CRM and automation. ### 43. Helps save me time as a new entrepreneur w a growing business **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda M. | Rockstar Marketing Consultant | LinkedIn Coach & Trainer | National Speaker | Virtual Keynote, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2018 **What do you like best about 17hats?** Tracking of leads and the templates are saving me lots of time and effort. Also the lead inquiry form. **What do you dislike about 17hats?** Not really an issue of the software, but more of finding the time to make sure I have all the templates set up. **Recommendations to others considering 17hats:** Yes I would recommend 17hats and have! **What problems is 17hats solving and how is that benefiting you?** It saves me time and keeps me on track w communications. ### 44. 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. ### 45. Transformed my business **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke Lea W. | Advertiser, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2017 **What do you like best about 17hats?** I LOVE the customization and UI for my clients. I get SO many more closes on deals because of how professional everything looks. Being able to write contacts, have them sign, and invoicing all in one place has been a game changer for me. **What do you dislike about 17hats?** For me, this is exactly what I needed. I don't have any dislikes at the moment. **Recommendations to others considering 17hats:** If you are a designer this is the software for you. **What problems is 17hats solving and how is that benefiting you?** Keeping track of my clients, reminding them about payments, having them sign a contract before working with me, keeping it all in one place. ### 46. Makes my life so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2017 **What do you like best about 17hats?** Email automation; workflow management, ease of use, ability to customize almost everything, including every single confirmation email. **What do you dislike about 17hats?** Invoices can be a little tricky to find once you've created them. It would be better to be able to have companies OUTSIDE of the single-person link (either companies as singular entities or ability to have two equal contacts/ owners) **Recommendations to others considering 17hats:** Totally worth it. Drip email ability alone is A+. Workflow process will save your life. **What problems is 17hats solving and how is that benefiting you?** I was having issues managing the admin in my law practice. It's completely streamlined my intake and billing process-- LIFE SAVER! ### 47. In love with this software! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Graphic Design | Small-Business (50 or fewer emp.) **Reviewed Date:** January 19, 2018 **What do you like best about 17hats?** In depth software, super customer service, amazing at helping automate our work so we spend less time. It's a great way to keep everything organized and noted. Would recommend to any business owner! **What do you dislike about 17hats?** Not being able to delete old work flows that had been attached to clients or leads. **Recommendations to others considering 17hats:** It's amazing. Haven't regretted it for 3 years. **What problems is 17hats solving and how is that benefiting you?** Organization, keeping in contact with xlients, sending files, etc. ### 48. Too much all at once. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Writing and Editing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 24, 2017 **What do you like best about 17hats?** 17 hats is a good program for someone who isn’t new to CRM and definitely all in one CRM. **What do you dislike about 17hats?** Too much to take in at once. Plus the cost of templates are on the higher end and the free ones aren’t that great. **Recommendations to others considering 17hats:** If you’re new to CRM don’t try this first. Or if you do make sure you have plenty of onboarding time. **What problems is 17hats solving and how is that benefiting you?** Wanting to be more organized and not have to use so many programs. ### 49. Excellent Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Dave B. | Owner, Entertainment, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2017 **What do you like best about 17hats?** Fantastic platform. They're always taking suggestions from their users, and updating their platform accordingly. 17Hats has saved me hours and hours of time be allowing me to make templates for just about everything: Contact / Lead Capture Forms, Quotes, Contracts, Invoices, Emails, Calendar & PayPal Integration, and much more. Managing my business before was manual, tedious, unprofessional, and time consuming before I found this website. Thank you for making my job 10 times easier, more professional, more reliable and less stressful. 10 Stars – DJ AFINO **What do you dislike about 17hats?** Nothing. It works great. They are always taking feedback to help improve their platform. I'm excited to see what they do next to improve the software. **Recommendations to others considering 17hats:** Take the time to set up the software. Tinker with it. Experiment. I had to do some things to really make it work right for me, but that's to be expected when using anything that works for a large number of different businesses out there. Set it up to work seamlessly with your business, and make whatever necessary changes you have to along the way. Tweak it. Don't give up on the platform right away because it takes some time to setup and customize. It will work if you put in the time to make it work. **What problems is 17hats solving and how is that benefiting you?** All of the points listed above: 17Hats saves me time, keeps me organized, provides a more professional way for my clients to interact with me and provide to me information that allows me to complete their project in the most effective way possible. The templates are fully customizable. Great software to work with on a day to day basis. ### 50. We Love it, but Wish It Didn't Bog Down **Rating:** 5.0/5.0 stars **Reviewed by:** Cody W. | Co Founder, Media Production, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2017 **What do you like best about 17hats?** I like that I keep keep all of our invoices, quotes, leads, communications, notes, bookkeeping, and forecasting in one place. **What do you dislike about 17hats?** When there are a lot of users (mid day say) you can tell it is bogging down in response time. They have promised that they will roll out multi-user soon, but I really want that to happen. We will then be able to see who did what in the account. I also would not mind it if I was able to customize the look and buttons on the invoice a little bit. Lastly, when someone makes a payment on an invoice, and then reopens it, it does not show the balance remaining at the top, it shows the full amount, which is confusing. **Recommendations to others considering 17hats:** Definitely give it a try, considering it is free to start. We pay for it, which is worth it since we have many projects open at once. I am saying "We" because I have partners and employees... The thing is, 17Hats doesn't currently support multiuser for one account. This is a bummer because there is no way to track who did what inside of the account. They have promised many a time that they will roll out this feature, because every single person who uses it is requesting it! **What problems is 17hats solving and how is that benefiting you?** Organization, Online Invoices (Payable), Contract signing and management online. We have realized a lot of benefits. Numerous clients have told us that they love how it looks and how easy it is to make payments and understand everything clearly. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+14%3A51%3A46+-0500&secure%5Bsession_id%5D=7322e1de-38ef-43fe-902c-b16ea81f868d&secure%5Btoken%5D=69dda0a51df692c614c4ec3b7196a5b045e361d1cfc2f8098064ddc10a453805&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 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) ## 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 (41 reviews) - [Free Address Book](https://www.g2.com/products/free-address-book/reviews) - 4.1/5.0 (22 reviews)