17Hats | Client Management Simplified

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In this review, we’ll take a deep dive into the platform’s history, why it’s popular, features, pricing, pros and cons. If you’re on the lookout for an efficient and user-friendly tool to help manage your business, then this 17Hats review is an excellent starting point.

Running a business involves wearing many hats—often all at once. Between managing clients, keeping track of invoices, scheduling meetings, and staying on top of projects, it can feel like there aren’t enough hours in the day.

That’s where platforms like 17Hats come in, promising to simplify the chaos by offering an all-in-one solution for small business owners, freelancers, and solopreneurs.

When I first came across 17hats, I was intrigued by the idea of consolidating so many essential tasks into one tool.

As someone who juggles client management, invoicing, and project workflows on a daily basis, I decided to give 17Hats a try to see if it could help streamline my operations—and, more importantly, save me some valuable time.

Why People Use 17Hats

17Hats is a business management platform designed to help small business owners, freelancers, and solopreneurs streamline their daily operations.

The name comes from the idea that, as a small business owner, you often wear many hats—handling everything from client management to accounting—and 17Hats aims to simplify that juggling act by bringing those tasks together in one place.

At its core, 17Hats offers a range of tools to help you manage key areas of your business, including client relationships, invoicing, contracts, project management, scheduling, and more.

Instead of switching between multiple apps or spreadsheets to stay on top of things, 17Hats centralizes these functions into a single, easy-to-use dashboard.

Whether you’re onboarding a new client, sending out a contract for electronic signature, or automating follow-up emails, the platform’s goal is to reduce the time spent on administrative tasks so you can focus more on the work that matters most—growing your business.

This tool is great for businesses that work with clients and manage projects. It has features to help you look professional while keeping everything running smoothly behind the scenes.

Features of 17Hats

One of the most exciting aspects of 17Hats is its comprehensive collection of features, crafted to empower you in streamlining and automating essential tasks that drive the success of your business.

Here’s a breakdown of some standout features:

CRM (Client Relationship Management)

The CRM is the heart of 17Hats, allowing you to keep all your client information in one place.

You can easily track client details, communications, project histories, and important notes. This makes it simple to stay organized and follow up with clients without needing to sift through multiple platforms or emails.

Invoicing & Payments

17Hats makes invoicing painless by offering customizable invoice templates that can be sent directly to clients.

You can also automate recurring invoices, accept online payments through popular platforms like Stripe and PayPal, and track your income all in one place.

The integrated payment system allows clients to pay quickly, reducing friction and helping you get paid faster.

Project Management

Managing multiple projects with various deadlines can be overwhelming, but 17Hats simplifies this with its built-in project management tools.

You can create task lists, set project milestones, and assign deadlines, all while linking them to specific clients.

This makes it easy to see what needs to be done and when, helping you stay on top of deadlines and deliverables.

Workflows & Automation

One of the most powerful features of 17Hats is its automation capabilities, also known as workflows.

You can set up automated workflows for repetitive tasks, such as sending follow-up emails, onboarding new clients, or moving a project through different stages.

This feature helps reduce the amount of manual work and ensures no step in your process gets overlooked.

Contracts & Document Signing

Gone are the days of back-and-forth emails with PDF attachments.

With 17Hats, you can create and send contracts directly from the platform. Clients can review, sign, and return documents all online, streamlining the agreement process.

The platform stores all signed documents in one place for easy access later on.

Calendar & Scheduling

Scheduling client meetings or project check-ins can be a hassle, but 17Hats integrates with your existing calendar (like Google Calendar) to make it seamless.

You can allow clients to book time slots that fit your availability and automatically block out time on your calendar.

This feature helps reduce the back-and-forth that usually comes with scheduling meetings.

Email Templates & Communication

17Hats includes customizable email templates to help you save time and maintain consistent communication with clients.

Whether it’s onboarding a new client or sending out payment reminders, these templates ensure you’re always sending professional, timely emails.

Combined with the automated workflows, you can set certain communications to go out automatically based on your client’s journey or project timeline.

Pipelines

The Pipelines feature is one of the newest additions to 17Hats and helps you visualize the progress of each client or project as it moves through different stages.

With customizable stages, Pipelines make it easy to track where a client is in your workflow—whether they’re in the inquiry phase, signed a contract, or awaiting payment.

This feature offers a big-picture view of your business operations, allowing you to quickly spot bottlenecks and manage projects more efficiently.

Pricing of 17Hats

When it comes to choosing a business management platform, cost is always a factor. 17Hats offers a few different pricing plans to suit the needs of small business owners, freelancers, and solopreneurs. Their pricing model is straightforward, with options for monthly or annual subscriptions, depending on your business’s cash flow and long-term needs.

Pricing Tiers

17Hats offers several pricing tiers, which are generally broken down into these categories:

Essentials Plan

This is the most affordable option, designed for those just starting out or with simpler needs.

It includes core features like CRM, invoicing, and contracts, but may not include advanced automation or workflows.

It’s a great entry point if you’re looking to dip your toes into the platform without committing to the full suite of features.

Standard Plan

This is the middle-tier plan that adds more robust features like automated workflows, custom branding on documents, and more in-depth reporting.

It’s perfect for business owners who want a little more automation and customization in their day-to-day operations.

Premier Plan

The highest tier offers all the bells and whistles.

You get unlimited access to 17Hats’ full range of features, including advanced automation, more customization options, priority support, and the ability to manage a larger number of clients and projects simultaneously.

This plan is ideal for established businesses with higher volume needs or those who want to fully streamline their operations.

Monthly vs. Annual Billing

17Hats offers both monthly and annual payment options.

The annual plan provides significant savings, typically offering a discounted rate compared to paying month-to-month. If you’re confident that you’ll be using the platform for the long term, the annual plan can be a more cost-effective option.

Free Trial

For those who want to test out the platform before making a financial commitment, 17Hats offers a 7-day free trial.

This trial gives you access to most features, allowing you to explore the platform and see if it meets your needs.

Is it Worth the Price?

When evaluating the cost of 17Hats, it’s important to weigh the time and effort you’ll save by having all your tools in one place.

For small businesses or solopreneurs managing multiple systems, the pricing is generally competitive compared to purchasing separate tools for CRM, invoicing, project management, and automation.

The automation and workflows alone can save you hours of manual work each week, making the platform well worth the investment if used to its full potential.

And, If you sign up using my code – TAKENYA – you’ll get a 50% discount off the first year.

Pros of using 17Hats

With 17Hats, you get an all-in-one business management solution that comes with many advantages. Here are some of them.

Comprehensive Client Management

Empowering businesses with a centralized hub to manage client information, 17Hats delivers customizable profiles, communication history tracking, and project involvement details. This fosters seamless client interactions and strengthens relationships.

Task and Project Management

By utilizing the platform’s task and project management features, businesses can effectively maintain organization and promote timely completion of tasks. This ultimately leads to increased project efficiency and business success.

Workflow Automation & Pipelines

The ability to create tailored workflows and visualize project progress through pipelines is invaluable for keeping things organized.

These features help ensure that nothing falls through the cracks and that each client moves smoothly through your business processes.

Invoicing and Payment Processing

The invoicing and payment processing capabilities simplify financial operations, enabling users to create professional quotes, invoices, and streamline payment collection.

Mobile Accessibility

By using a mobile app designed for both iOS and Android devices, one can easily stay connected and manage their business while on the move. This allows for increased flexibility and responsiveness, ensuring that important tasks can be completed at any time and from any location.

Integration Options

17Hats offers integration with popular software and services, allowing businesses to connect their existing tools and further expand the platform’s functionality.

Time-Saving

Overall, the platform’s emphasis on automation and organization contributes to significant time savings, enabling businesses to focus on core activities and growth.

17Hats Customer Service

One standout feature of 17Hats is their exceptional customer support. Whenever you encounter any questions or issues, their team of dedicated professionals is readily available to assist you. You’ll feel as if you have a personal assistant by your side, ready to provide you with the help you need.

Client Experience

From contracts to payments, 17Hats makes it simple for clients to interact with your business. Clients can easily sign contracts, make payments, and receive updates without unnecessary steps, which helps create a professional and seamless experience.

17Hats offers several advantages, including affordable pricing, discounts, and excellent customer service. With all these features at your disposal, 17Hats is a must-have tool for any business owner looking to simplify their operations.

Cons of using 17Hats

Like everything else, 17Hats has some downsides. 

Learning Curve

It’s worth noting that 17Hats may have a bit of a learning curve, particularly when it comes to setting up intricate workflows or integrating with other software. To mitigate potential challenges, it may be helpful to seek out additional resources and tutorials during the onboarding process.

Limited Customization

Some users have said that they may need additional flexibility beyond what 17Hats currently offers in order to customize the platform to their unique requirements. While 17Hats does allow for some customization, some may have more specific needs that they would like to address.

Limited Integrations

Compared to other platforms, 17Hats doesn’t offer as many third-party integrations. If you’re relying on a suite of other tools that you’d like to connect seamlessly, this could be a drawback. The platform is more self-contained, which is great for simplicity but could be limiting for users with more complex needs.

Not Designed For Larger Teams

While 17Hats is great for soloprenuers and small teams, it is not intended for use by large teams. There are limitations with being able to connect multiple calendars and emails that can make it less than ideal for a larger teams needs. The platform is best suited for businesses with limited team members.

The ;TLDR

After using 17Hats, it’s clear that this platform offers a lot of value for small business owners and solopreneurs who need an all-in-one solution for managing their day-to-day operations.

With its robust features like CRM, invoicing, contracts, workflows, and the newly added pipelines, 17Hats can save you time, reduce administrative burdens, and help you run a more streamlined and efficient business.

While the platform may not be the perfect fit for every business, particularly those needing extensive integrations or advanced customization, it’s a powerful tool for those looking to automate routine tasks and manage clients with ease.

Its clean interface and automation capabilities make it a strong contender for anyone tired of juggling multiple tools to keep their business running.

If you’re a service-based business, freelancer, or solopreneur in need of a simple yet effective way to manage your projects, clients, and invoices, 17Hats is definitely worth considering.

And with their free trial, it’s easy to see if it’s the right fit for you without any commitment.

In the end, 17Hats will help you manage your business, reclaim time, and focus more on what really matters: growing and serving your clients.

Remember – if you sign up using my code – TAKENYA – you’ll get a 50% discount off the first year.