17hats Reviews

What do you like best about 17hats?I find the Workflows feature the most helpful, especially because it includes templates for repeatable processes that I can easily communicate to my clients. It gives me peace of mind knowing the automation keeps everything moving forward without me having to rely on my memory.What do you dislike about 17hats?The biggest thing I’d love to see improved is reporting and analytics. I use 17hats pretty extensively and would love an easier way to see deeper insights into my leads, conversions, revenue, and where clients are throughout the customer journey.What problems is 17hats solving and how is that benefiting you?Before, I would write emails manually via Gmail and copy and paste templates from Google Drive. Client information would be all over the place and stored in seperate areas, and things would fall through the cracks because it would rely on me having to remember things and take so much time out of the day. But now, 17hats is an all in one solution, ultimately saving me time and ensuring a consistent client experience with prompt communication.

What do you like best about 17hats?I like having all my client's information in one place with 17hats, which helps me keep on task with each client. I love being able to time each interaction with my clients, showing where I spend my time and helping me keep my business costs in check. The ease of setup is great, with lots of how-to videos and articles to keep the process simple. As I'm ready to add more services, I can easily change the workflow to accommodate my changing needs. I appreciate the short setup videos that take the guesswork out, especially since I'm not tech-savvy. I didn't have to create each step, and the automation of client responses is great. Having password-protected client portals was a must for me, and I can use auto-created templates for a better client experience.What do you dislike about 17hats?I would love to be able to add more marketing materials through 17hats or have it integrate my current clients to a platform that I can use for large-scale email drives.What problems is 17hats solving and how is that benefiting you?I keep all my client info in one place, maintain my process with clients, and time interactions for cost control. Automation of client responses and password-protected portals enhance the client experience.

What do you like best about 17hats?It really streamlines things for my small business. 17 Hats also seems committed to constant improvement, staying current with the times, and continuing to grow alongside my business.What do you dislike about 17hats?It’s not as intuitive as I’d like; however, they offer a lot of support...you just need to ask questions. You won’t know until you ask.What problems is 17hats solving and how is that benefiting you?It gathers all the data from my inquiry forms in one place and streamlines the automations I send to my clients, making the whole process smoother and more consistent.

What do you like best about 17hats?Customer service and professionalism, the level of care is amazingWhat do you dislike about 17hats?Nothing so far and I'm with them for a very long timeWhat problems is 17hats solving and how is that benefiting you?It is a CRM system that allows me to keep track of my clients journey from hot lead captured via the embedded form on my website, to on-boarding process of my clients, to invoicing and contact signing, to financial reporting. And soup much more.

What do you like best about 17hats?What I like best about 17hats is that it brings every part of my client experience into one organized system. From inquiries and questionnaires to quotes, contracts, invoices, scheduling, and automated workflows, I can manage the entire process without constantly switching between different platforms. What do you dislike about 17hats? Recommendations to others considering 17hats?As a family-owned photography and videography business, staying organized is essential, but maintaining a personal connection with our clients is equally important. 17hats helps us automate the repetitive administrative tasks while still allowing our communication to feel warm, customized, and personal. It gives me more time to focus on serving our clients, planning their experience, and creating meaningful work rather than chasing paperwork or trying to remember every follow-up. What problems is 17hats solving and how is that benefiting you?

What do you like best about 17hats?It can automate many aspects of the client journey as well as behind-the-scenes tasks. The support within the platform is very helpful.What do you dislike about 17hats?I wish the automations were a little easier to build. A visual automation builder would be helpful.What problems is 17hats solving and how is that benefiting you?It's automating a lot of my touch points with leads and clients, and creating a platform I can go for most of my information in one place.

What do you like best about 17hats?I love having everything about my business and for my business in one place, being able to see a snapshot all on one screen. But that's just the beginning. The level of automation with workflows, questionnaires, invoices, reminders, and the best ever online scheduling means that over time I've been able to handle more work with less effort. As a celebrant who has legal requirements to meet - it gives me peace of mind that everything is done when it should be. I don't know how I'd sleep without it!What do you dislike about 17hats?There's not much to dislike, but some of the (non-core) features are not available outside of the US,What problems is 17hats solving and how is that benefiting you?17Hats is like having a personal assistant in my back pocket - which is so important for small business solopreneurs.

What do you like best about 17hats?I love that I can keep all of my design client, project, invoicing, to-do lists, files, and notes in one place. 17hats allows me to open one software in the morning, reply to emails, send quotes (automatically, if I have that set up), and even save final files within one software. It's more than a CRM, it's a lifesaver! I'm a one-woman graphic design & marketing operation, and this keeps me organized. I know what stage each project is in (gathering info, proofing, production, etc) and whether someone has approved designs or paid project invoices. At the end of the tax year, I can tally up my numbers and run a report. Any troubles, and customer support is right on it. They are a fantastic company.What do you dislike about 17hats?17hats has more features that I use, but that's not such a bad thing. I can learn them when I need them.What problems is 17hats solving and how is that benefiting you?I'm a "paper all over the desk" type of person. 17hats eliminates the lost paper shuffle and keeps me organized.

What do you like best about 17hats?One of the things I love most is the ability to capture leads and integrate with my website. I appreciate being able to customize and collect necessary information. Automation adds contacts to my list for easy follow-up, quotes, through invoicing and delivery. I also have taken advantage of integrations to link my customer online ordering and scheduling. Another plus for me: the support team is amazing! They patiently answer questions and help work through customizations specific to my business. Overall, 17hats has been a game-changer for organization and daily operations.What do you dislike about 17hats?I dislike only that I don't know enough! There are so many features and I don't take full advantage...yet! It is a work in progress!What problems is 17hats solving and how is that benefiting you?Lead capture and invoicing are the two main areas where I've found solutions for my business. Previously I would collect data to a spreadsheet (Meta Ads results) and then have to manually track them in Google Sheets (or worse, on paper!). Things often slipped through the cracks and if I took notes about a project there was no great way to keep track. Now every lead is populated directly to 17hats, a list of all new contacts appears on my dashboard and I can set up workflows like welcome emails and scheduled follow up contacts. Another feature that I cannot live without is the bookkeeping and invoicing module. I have had clients comment on my invoicing system and how professional it is. Previously, my invoices were sent in a Word document (cringe!). Now my clients get a link to view and pay, I can include file download links and customize each invoice and track product and service sales.

What do you like best about 17hats?I’ve been using 17hats since 2020 — long enough to be considered a founding member — and it’s one of the best investments I’ve made in my business. As a solo PR and communications consultant, I handle everything myself, and 17hats makes that possible without the overwhelm. What do you dislike about 17hats? Recommendations to others considering 17hats?I use it freqquently to send contracts, quotes and questionnaires, and the platform makes everything feel streamlined and professional. Online scheduling has saved me from endless back-and-forth emails. Clients pick a time from my availability, and 17hats seamlessly takes care of confirmations and reminders. What problems is 17hats solving and how is that benefiting you?