Melissa Z.
MZ
Melissa Z.
Content Marketing Manager
Financial Services
Small-Business (50 or fewer emp.)
"Intuitive and Full of Features - but It's Pricey"
3.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

JA
Jonnie A.
Small-Business (50 or fewer emp.)
"Fantastic client management."
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about 17hats?

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

Verified User in Events Services
UE
Verified User in Events Services
Small-Business (50 or fewer emp.)
"Really Solid Client Management Tool"
4.5/5
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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Lucy K.
LK
Lucy K.
Keep Them Loyal - Customer Retention Strategist
Professional Training & Coaching
Small-Business (50 or fewer emp.)
"Is 17hats the CRM for you?"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Biotechnology
UB
Verified User in Biotechnology
Small-Business (50 or fewer emp.)
"Rude"
1/5
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." Review collected by and hosted on G2.com.

What do you dislike about 17hats?

they boast 20,000 banks connected, but not mine. Review collected by and hosted on G2.com.

Verified User in Photography
UP
Verified User in Photography
Small-Business (50 or fewer emp.)
"Lots of features - sometimes has technical difficulties"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Angela B.
AB
Angela B.
Owner/Makeup Artist
Small-Business (50 or fewer emp.)
"Love 17Hats just a few Tweaks that it still needs"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nicole S.
NS
Nicole S.
Makeup Artist
Small-Business (50 or fewer emp.)
"Girl Boss' Best Friend"
5/5
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! Review collected by and hosted on G2.com.

What do you dislike about 17hats?

There isn't much I dislike other than wishing there were a few more options for paying invoices. Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Verified User in E-Learning
Small-Business (50 or fewer emp.)
"Need to learn more"
2.5/5
What do you like best about 17hats?

I like having one place to keep all of my contacts and upcoming events. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Arika S.
AS
Arika S.
Owner and Photographer
Photography
Small-Business (50 or fewer emp.)
"17hats for the small business"
4.5/5
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. Review collected by and hosted on G2.com.

What do you dislike about 17hats?

I would love a little bit more customization. The client portal is a good step in this direction. Review collected by and hosted on G2.com.