--- title: 17hats Reviews meta_title: '17hats Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 117 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: 117 scale: '5' date_modified: '2026-08-03' 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:** 117 ## 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. 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. ### 2. 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 ### 3. Getting better **Rating:** 5.0/5.0 stars **Reviewed by:** Erin L. | Owner, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** January 10, 2017 **What do you like best about 17hats?** This has replaced multiple other pieces of software for me. It tracks all of my finances, is a full CRM, manages invoicing and payment, lifecycle on projects, etc. They keep adding more functionality to it and I'm glad I've waited it out while they worked out a few things. It just keeps getting better. **What do you dislike about 17hats?** I'm not crazy about their email management. While it shows emails that I haven't responded to in the system, if I respond to the emails externally, I can't manage that within 17hats. I still need to rely on Gmail for email management. **Recommendations to others considering 17hats:** It's worth the time to get to know the system and set it up right in the beginning. **What problems is 17hats solving and how is that benefiting you?** Invoicing, CRM and project workflow in one location. I have a visual reminder of exactly where I am with each client, and a quick way to update templates that I use for all clients. ### 4. 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. ### 5. 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. ### 6. The Best Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Steffen H. | Owner, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2016 **What do you like best about 17hats?** 17Hats is very easy to use once you've learned the ins and outs. I love how it's simplified my business life and has allowed me more time to focus on my work rather than all the boring backend stuff. I could not imagine life without it! I'm also a fan of their customer support. They are always listening to their customers and implementing new changes based on what their customers want. Workflow is one of those changes that they made that the customers asked for. 17Hats already simplified my business life, but with workflow it became even simpler! Workflow allows me to keep in constant contact with my clients and not having to spend the time doing so! **What do you dislike about 17hats?** The mobile app is pretty lacking. They have made some great strides to improve it, but I still prefer to just login on my mobile browser over using their app. **What problems is 17hats solving and how is that benefiting you?** I have more time to focus on my photography because of 17Hats. I used to do everything through word, excel, quickbooks, etc and thought I had everything under control. How wrong I was. 17Hats has made everything about my business better. ### 7. 17Hats is great, until it isn't **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2017 **What do you like best about 17hats?** I like that 17 hats helps me keep my act together. I love lead management. **What do you dislike about 17hats?** Dislike when things don't flow seamlessly. It is hard to setup a work flow that works for me exactly the way I need it. I don't like that I can't click on things to connect them. I wish I could read the email when I'm setting up my workflow instead of having to go find it. I wish I could later seamlessly send a form to get more info and it automatically went on the client file. **What problems is 17hats solving and how is that benefiting you?** Lead management. ### 8. Easy To Use Invoicing and Client Management System **Rating:** 3.0/5.0 stars **Reviewed by:** Kristen J. | Freelance Inbound Marketing Strategist, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2016 **What do you like best about 17hats?** I chose 17Hats for the ability to store multiple contract templates, email templates, and have my invoicing attached to all of that - storing multiple files in multiple places isn't efficient for me or my team. **What do you dislike about 17hats?** I'm not sure why but this entire system takes FOREVER to load. Accessing my invoices isn't even always an option - I have to return and try again later, or constantly refresh. I've also seen this referenced as project management - I would by no means call it this. It's more of client management with invoicing and contracts. Technically you could manage leads...if you used their forms which I personally am not a fan of. **Recommendations to others considering 17hats:** Support is great - I've gone to them with a lot of small questions or issues. Make sure to utilize them! **What problems is 17hats solving and how is that benefiting you?** I love being able to have my contracts, quotes, and invoices all in one place. ### 9. Great all in one solution for small businesses! **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie P. | owner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2016 **What do you like best about 17hats?** I love that this solution is quick and easy to learn and inexpensive. I previously used Quickbooks Online and felt it was more than I needed and too expensive for my small business. I also like that this company is constantly making upgrades to their software making it better and better every day I use it. **What do you dislike about 17hats?** Even though this software is wonderful and is a great help with my business there are a few options that I really need that are not included yet. There is no way to send my clients a statement of their past due amounts. I have to resend each invoice that they have not paid. Also, once you record a statement you can not go back and change the date. **Recommendations to others considering 17hats:** It's definitely designed for small businesses and consultants. There are a lot of features but there is definitely room for improvement. I do think they are making great strides to add more features. **What problems is 17hats solving and how is that benefiting you?** I like that I am able to have projects for all my clients and make invoices under these projects. I feel that everything is way more organized and easy to see. I also like the fact that it tells you when your client has viewed your invoice. It's nice to know that your client has received it. ### 10. 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. ### 11. 17hats is the answer for solopreneurs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** December 20, 2016 **What do you like best about 17hats?** The integration of several apps is an obvious and important benefit, but my favorite feature is the ability to automize workflow. This saves a lot of time and improves the process on my end and the user's end. **What do you dislike about 17hats?** The integration with Quickbooks could work more effectively and, in essence is redundant. Having a good accounting integration would cut out the need for another app. **Recommendations to others considering 17hats:** I would try it out for yourself to see if it works for you. Since they switched their business model their support is only offered for the higher paying plans. It's the best app for integration of many apps that I've found. It's not good for collaboration but as a solo user I find it very beneficial. **What problems is 17hats solving and how is that benefiting you?** The problems being solved are primarily operational. It saves a lot of time and the ability to have all my contacts in one place helps with organization. Having every part of the work flow in one app is something 17hats solves. From lead captures to invoicing, it's all in one place, but even more helpful than having it one place is the ability to automate the work flow. This saves times, prevents things from falling through the cracks, and provides the user with a seamless and easy experience. ### 12. 17 Hats helps keep me on Point **Rating:** 5.0/5.0 stars **Reviewed by:** Dawn B. | Accounting Consultant, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2017 **What do you like best about 17hats?** I can input all my clients and and action items for daily review as well as templates for streamlining my processes **What do you dislike about 17hats?** That I have to start to pay after 3 clients :( **Recommendations to others considering 17hats:** Very user friendly and a great customer support system **What problems is 17hats solving and how is that benefiting you?** I am now able to keep my clients work flow systematic without using Sticky notes on tasks I've completed and can quickly see what items I need to address daily. ### 13. Best all in 1 solution for managinf finances and clients for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua R. | Owner, Photography, Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2016 **What do you like best about 17hats?** I love how it manages every high level angle of my business. From managing my clients to the projects, to getting leads, to expenses and income management with email and calendar integration is is a full blown solution. They even have a Workflow section to automate follow ups or emails or reminders for a timeline of a project from cold calls to sales to follow up. This was a system made by people needing a simple and comprehensive solution so it matches my needs perfectly. **What do you dislike about 17hats?** Their mobile app is lacking the financial aspects that I would like to do from my phone such as sending an invoice or track expenses. It is more like an extra app for managing contacts that happen to be just my customers. **Recommendations to others considering 17hats:** They have a free version with enough features to let you get a feel for the system to see if you like it. Cheap to upgrade if you need the extra features. **What problems is 17hats solving and how is that benefiting you?** This is pretty much the same as the above answer of what I like best. I am horrible with paperwork and finances for my business and with its auto invoicing and paypal collection and organization of my information it really helps solve my administrative portion of my job so I can focus on the work and customer support. ### 14. Game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2017 **What do you like best about 17hats?** It is everything you need in one place. All of my client contact information, contracts, invoices, questionnaires. It is so simple to use and saves me so much time! **What do you dislike about 17hats?** Honestly I cannot even think of one thing. **What problems is 17hats solving and how is that benefiting you?** I love how quick everything is, it is such a time saver and lets me focus on my work instead of dealing with the back end of things. ### 15. 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. ### 16. If you are a enterpreneur this is going to make your life easier.... **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2016 **What do you like best about 17hats?** I love the Workflows, The To Do Lists are quite convenient. This is only app that allows for a client adjusted quote. I love that we can include contract sand payments are all in one place. Definitely a must have! My process look professional and my clients love it! **What do you dislike about 17hats?** I don't like that I can not pre configure products and services in bulk. It's one by one as I use them I can save them. I do not like that I can not pre-configure my templates before actually creating a project. Printable lead capture form would be great. **Recommendations to others considering 17hats:** Transferability from old 17 hat Trials to current accounts. Ability to create templates without a project. Ability to bulk import products or services. **What problems is 17hats solving and how is that benefiting you?** Solving my follow-up. I wasn't the best at following up because I was doing so much of everything else aka wearing 17 hats. Since everything is in one place and the clients are part of the process it feels more like we are in sync. I send a questionnaire, I get a response and that prompts me to reply with the next step. I also love the automated workflow. The to do list helps me stay on top of what's important. ### 17. all inclusive 17hats **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2017 **What do you like best about 17hats?** Everything is in one place and it is simple to use. The creators are constantly improving on it based on user needs and suggestions. **What do you dislike about 17hats?** Not sure if there is anything I don't like. **What problems is 17hats solving and how is that benefiting you?** I have a service business where I interact with all of my clients directly. Having the ability to see my complete client picture in one place makes life easier. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+07%3A23%3A39+-0500&secure%5Bsession_id%5D=f83c666f-da0d-45ff-b6f8-3bd366c87b10&secure%5Btoken%5D=25c1a91ffc5df602c76be778801e9692720399caee8fddcb51aae8dcd46c8457&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) ## 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)