What is 17hats?
17hats is a system that allows you to automate your business processes. It’s a tool designed particularly for smaller businesses with fewer staff so that they can manage operations such as billing, scheduling, and meetings, etc. without relying too much on paperwork.
Solutions from 17hats ensure that you focus primarily on your work. Hence passionate individuals working on their own can greatly benefit from this software. Particularly, photographers have found 17hats a really useful tool in helping them manage all necessary operations they require when dealing with multiple clients.
17hats was introduced in 2014 and in such a short period, it has made quite a few customers who are well-known individuals as well as small business owners. With such versatility and flexibility, 17hats becomes a great automation tool for businesses. You can check out its alternatives too.
How Much Does 17hats Cost?
17hats Pricing Plans:
1. Level One
Get started with our CRM + Documents, Lead Capture Form, and Online Scheduling.
- Free CRM included for life
- 20 Documents* / Month
- One Lead Capture Form
- One Online Scheduling Service
2. Level Two
Needing to streamline and automate your business to save time? Get started with the CRM + the automation you need to grow your business.
- Free CRM included for life
- 35 Documents* / Month
- Three Lead Capture Forms
- Unlimited Online Scheduling Services
3. Level Three
Searching for an integrated solution to optimize your business? Get to know your new CRM + integrated set of features ready to do the work for you.
- Free CRM included for life
- Unlimited Documents* / Month
- 20 Lead Capture Forms
- Unlimited Advanced Online Scheduling
Overview of 17hats Features
Client Profile Management
17hats is the best when it comes to client profile management. It has a search feature that enables you to find the client based on key information like name, emails, phone numbers, etc. You can also easily assign clients to your team members with ease.
The interface is designed in such a way that you can produce invoices but you don’t need to worry about remembering to produce an invoice for each of your clients. This keeps the process automated and saves time!
If several people are managing several different business operations, then 17hats is perfect for you.
17hats provides easy scheduling at all its levels which allows workflows along with tasks management to be synced automatically across all involved parties.
Credit Card Payments
You can now charge your clients/customers through various methods including credit card or ACH.
Payments made on a specific date automatically trigger a task on the calendar, saving you time and eliminating errors that come from manual transactions
Customizable dashboards let you see everything going on with tasks, current projects, and all without having to jump between email and calendars constantly.
17hats has a library of downloadable templates which allow you to create customized proposals, contracts, invoices, etc. You can also choose from among numerous high-quality business documents offered by 17hats.
Online Contract Signing
In addition to digital signatures, customers can sign their contracts online. This allows for fast contract approvals at low costs.
17hats also offers a checkbox in the way of better financial management. The premium version of 17hats manages your invoicing, expenses, and accounting.
You can bill for hours worked, time on calls, or anything else you need to track using custom tags in 17hats.
You can create different marketing tasks and assign them to your team members. You can also see how many leads each person is generating via 17hats’ customizable reports.
With easy task creation, you can set up workflows that automate processes like approvals, meetings, etc.
17hats also allows you to collaborate with your clients! Using Google Calendar integration, 17hats syncs both your personal and work calendars.
Automated Payment Reminders
You don’t have to worry about late payments or tasks that are due. You can set up reminders that go out automatically before a task is due so that you won’t miss or forget anything!
Overview of 17hats Benefits
You can create new leads in a blink of an eye. Such feasibility allows you to turn your potential customers into regular ones. It enables you to instantly respond to your customer queries which helps you to improve your customer relations.
Realizing how hard you might work for your clients, 17hats provides features that help you to get paid instantly. You won’t have to remind your customers about payments which are quite embarrassing.
1. CRM for life
17hats is the CRM you can utilize for life. It doesn’t expire, and you can maintain your list of contacts no matter how many businesses you start.
It is a great starting point because it is free to use and easy to learn. You can start with a simple plan within minutes without having to worry about hidden charges.
2. Customizable And Complete Solution for You
There is a variety of customizable options that will surely suit your specific needs ‘ whether it be basic or advanced task lists. With 17hats, the possibilities are endless!
17hats protects information from prying eyes, minimizing security threats and setting up user-based permissions that you can set up at any time or on a case-by-case basis.
17hats is perfect for growth, supporting both easy onboarding and to-do lists that are customizable for every phase of your business’s workflow so you can organize them in real-time.
3. Collaboration with the Ability to Track Progress
17hats enables you and your clients to collaborate through task management features and customizable workflows.
You can also see who is doing what and how well they’re performing their tasks via 17hats reports based on real-time data. Thus, you can track the progress of your work and optimize it.
17hats provides you with the flexibility to create tasks that are specific to your business, no matter how many businesses you run.
You can also send extensive reports via email or PDFs. It’s just another great way to tailor everything for your needs!
5. Exclusive Business Tools
With 17hats, you can create several timesaving business tools which are fully custom-designed to meet your specific needs.
These include invoices, proposals, contracts, receipts, and much more! Moreover, you can also choose from numerous high-quality business documents offered by 17hats.
To cut the long story short, 17hats makes your life easier by providing you with the right tools to make your workflow seamless and hassle-free. It also reduces the complexities of office work, what more can you ask for?
6. Affordable Pricing
You don’t have to pay an arm and a leg just to get your hands on the best CRM. 17hats is available in three different plans that suit both small business owners who are just starting and big companies. It lets you choose the plan most suitable for your company so you can easily stay within your budget
You can now build attractive and professional invoices with high efficiency. Also, you can create customized contracts for different clients and you can sign deals online.
To make sure that your payments are delivered on time, 17hats also sends automatic payment reminders to your customers while making sure that you maintain a professional outlook. In addition to that, credit card payment processing is also available.
17hats also features automated workflows so that you don’t have to perform repetitive tasks. You can select workflows from the ready-to-use templates or you can design your templates. Make custom invoices, contracts quotes, and much more.
Client profile management is also available in the feature pack of 17hats. Manage contact details and important notes for clients through your dashboard. The dashboard also features a 3-day schedule so that you can view all your upcoming meetings, projects, and deadlines.
- Windows Mobile
- Cloud Hosted
- Monthly payment
- Annual Subscription
- Small Business
Differentiating factor with ClientVenue and 17hats
ClientVenue Key Points:
1. Easy Client Onboarding
Move away from high-touch onboarding to a self-serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own.
Use templates, and standard processes which can be duplicated for all your workflows so you can focus on work that matters the most for your agency.
2. Manage Tasks & Client Requests
Have visibility over all your projects in real-time. Manage your client requests in real-time, and showcase progress in a project manager style.
Bring all the teams together to collaborate on projects easily. Get a 360-degree view of your entire project and prevent project delays from happening.
Store all your client-related files & assets in ONE place. So that you don't have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.
4. Invoicing & Billing
Get all your payment-related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing for payments, and getting your invoices cleared.
Be it recurring billing or one-time billing, we have all of that handled with native integrations using all top payment platforms and providers.
Get all the stakeholders involved on the clients' side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.
6. Branded Experience
Make the portal look as if it's your product, and on your website. Make it look as if it's a native experience to your website, by changing the branding, coloring, and design to suit your brands' styling.
You can package up all your services and show them up to your customers, this way you move from chasing payments and sending them manual pricing invoices and get everything done in an automated fashion.
Connect with all popular payment platforms, and automate your invoicing and bill collection.
1. Billing & Invoicing
Manage all your clients, customers, and invoices from a central place. Get a complete view of where you stand with your money, and get every invoice generated in a matter of seconds.
Make custom quotes for clients that can be used to track the progress of projects or just bill hourly rates for them.
2. Task Management
Have an easy way to assign tasks to anyone on your team. Get visual information about all the work being done without having to look at multiple programs and emails. Track deadlines & milestones so no project slips between the cracks ever again.
3. Client Profile Management
Make sure you have everything important about your client right there within the workspace so it's accessible by everyone working on the, anytime they need it. Collaborate with your entire team to streamline workflows, and always have a 360 view of the client.
4. Cloud Hosted
ClientVenue is hosted on Amazon Web Services servers so you get all the benefits of a dedicated platform that's quick & easy to use.
The Client-Portal lives only in the cloud so there's no need for any local installation or maintenance which makes it even easier for your agency to start using it right away without disrupting workflow.
5. File Management
Everything related to a client can be accessed from one portal so instead of cluttering emails with files & links, put everything in one place.
Access everything about your client when you need it, and make sure everyone else has access when they need it. Store every email, file, and call recording you get for a client in one place.
6. Recurring Billing
Get all your recurring monthly billing done without cluttering your inbox. Make sure invoices are sent out on time to avoid any late payment fees or anything else that gets in the way of collecting money that's rightfully yours. It will also make it easier for you to track what is owed & when.
7. Client Communication
Keep all communication with the client in ONE place instead of having them send emails back & forth, or using multiple tools to communicate.
You can use built-in features like notes, tasks, calendars to easily manage everyone's schedule & keep everything organized so you're always prepared for any conversations with the client.
8. Project Management
Have all the information about your project in one place. Make sure nothing gets lost, and that everyone working on this project has access to whatever they might need at any given time.
Get everyone's notes, attachments & other important things related to the project organized for easy access when you need it.
9. File Sharing & Attachments
Make sure everything you need is accessible by everyone on the team anytime they might need it.
Any files linked to a client or task will be easily accessible within the workspace. Sharing documents is as easy as drag & drop, and attachments can be added directly from your email.
10. File Uploading
Upload anything you want into the workspace from your computer directly, making it easier for you to share files.
Whether it's a screenshot of the project or that picture people keep asking about, it can be added easily and then shared with only those who need to see it.
11. Time Tracking
Keep track of time spent on a specific task by simply adding time to it. Save time by not having to input the same information over and over again, and track billable & non-billable time spent on a project all in the same place.
12. Client Bill Change
Give clients an insight into what you feel is fair or too high so they can see for themselves why those rates changed, and adjust their budgets accordingly. Easy to update, lets you stay in control of your time & make sure everyone is happy with what is being paid.
13. Comparison to Other Platforms
Two main types of platforms exist for agencies. Those that offer billing, project management & invoicing only (like FreeAgent & QuickBooks), and those that offer all the above plus client portal access (like 17hats).
There are also general-purpose project management tools like BaseCamp but they don't have automatic invoices or billing so tend to be less used by agencies than other project management tools.
If you're using it as a stand-alone agency, you can use the free plan forever. If you choose to upgrade, a few options are depending on how many people you have on your team and what features you need.
Why 17hats is better?
17hats is specifically designed for agencies. It's not just an invoice generator that also offers project management - it's a platform built by people who know what you need and what challenges you face daily.
More than anything else, 17hats exists to make your life easier. You don't have to spend any time looking through complicated interfaces or having conversations with your clients about how everything works.
You can get on with building the best agency possible & growing your business without worrying about all of the software sides of things.
- No Bugs & No Down Time
There are never any bugs, and you'll never find yourself locked out of the system after a server outage. Everything is designed to work smoothly and communicate with your team as well as possible.
- Easy To Use
Everything has been streamlined into simple, quick interfaces that require very little user training or learning curve.
As it's specifically designed for agencies, 17hats keeps things as easy as possible for everyone involved so no one ever gets lost in unnecessary features or complicated steps.
- It makes Billing & Invoicing Easy
We know billing can be frustrating & confusing if you don't have a background in finance or accounting. 17hats takes care of your invoices so you don't have to.
There's no need to spend time researching the best invoices, saving images into multiple files, or writing any code.
You can customize your invoices as much as you'd like and we handle everything else automatically so all you have to worry about is getting clients to pay on time - not making sure they understand their bills or how everything works.
- Client Portal
17hats provides a client portal where you and your team can stay in touch with clients and send messages directly from within the platform.
It also allows them access to view & downloads important documents without having to log into anything.
- Get Paid Easily
Letting clients know how much something will cost before it starts can be tricky if you're using an invoice generator that requires you to enter everything manually.
17hats gives you control over your billing - you can quote exact fees & costs for each task & then keep them up-to-date as the job progresses so they never need to ask expensive questions or wonder where their money went.
- Expenses, Tax & Invoices
17hats automatically tracks expenses within your agency, sends tax documents for you, and also manages all of your invoices with ease.
This way no one needs to worry about forgetting anything or making mistakes along the way - everyone has access and knows what is going on at any given time.
- Easy File Management
It takes a lot of work to sort through different systems before you find something that is well enough to deal with the docs you need.
When you sign up for 17hats, the platform is already equipped with everything you need to get started - all of your files are easily accessible & organized for teams of any size.
- Client Communication
Keep your clients in the loop without having to worry. With 17hats, they'll never have to ask who did what or why something set them back - they can see exactly how their money was spent within the client portal.
It also keeps everyone informed about upcoming tasks that might be getting billed soon so nobody catches you off-guard later on down the road when it comes time to bill again.
It's an all-in-one platform that helps you build the agency of your dreams. It makes everything from organizing, managing, and billing to receiving payments as easy as possible so you can focus on what matters most.
Growing a strong business with loyal clients that only gets stronger over time. It's designed for agencies of all different sizes so you can use it as long as you need it.
17hats is the only tool you'll ever need to build an agency that runs itself with minimal input from your team. Everything works together seamlessly so everyone knows what's going on at any given time, just by logging into their dashboard.