17hats: Pricing, Free Demo & Features

Name: 17hats
Price: 60 USD
Rating: 4.6 (25 reviews)

Last Updated Sep 11, 2026

Key Takeaways

Generated from the text of customer reviews

17hats is an all-in-one CRM and business management platform used by solopreneurs, freelancers, and small service-based businesses. Its project pages keep client documents, communications, events, notes, and tasks together. While the client portal’s user interface could improve, the platform delivers strong client management capabilities including relative granular permissions. Recent updates include Zapier integration that supports two-way contact importing, updating, and syncing.

Our Verdict

17hats suits small service businesses that need CRM, scheduling, documents, invoicing, and client workflows together. Its project organization and workflow automation cover many routine client-management tasks without requiring several separate systems. Pricing is justified for the features the platform offers. We recommend 17hats to photographers and other solo service providers managing recurring client work.

Overall Rating

Based on 25 users reviews

4.6

All Reviews

Rating Distribution

Positive

92%

Neutral

Negative

Starting Price

$60

per month

17hats Specifications

Contact Management
Lead Management
Customer Communication Tracking
Email Integration
Deal Pipeline Management
Opportunity Management
Sales Forecasting
Customer Segmentation
Customer Service/Support
Social Media Integration

View All Specifications

What Is 17hats?

17hats is a business operations and CRM platform designed for service-based businesses, freelancers, and small teams. It centralizes client engagements by pairing lead intake and contact tracking with automated workflows, interactive questionnaires, e-signatures, and flexible invoicing. Featuring a dedicated client portal and integrated time tracking, 17hats assists with the administrative tasks from initial inquiry through project completion.

What Is 17hats Best For?

The platform is best known for its workflow automation. It lets businesses trigger emails, documents, and to-do items based on client activity or project stages. Users can create repeatable processes for common client journeys. This helps reduce manual follow-ups and ensures important tasks and communications happen at the appropriate stage.

How Much Does 17hats Cost?

The platform’s starting price is $60/month under its Monthly plan. It features invoices, branding, payment schedules, etc.

Besides the monthly subscription costs, users should also account for additional charges to consider the total cost of ownership. It includes, but is not limited to, the following:

Data Migration: $150–$500 one-time
Bank Connect: $5/month
Template Purchase: $10–$50/template pack

Get a custom 17hats price quotation today.

Disclaimer: The pricing is subject to change.

17hats Integrations

The platform integrates with multiple systems, such as:

QuickBooks
Stripe
Zoom
The Knot
Fundy

How Does 17hats Work?

Here's how you can get started with the platform:

Login to the platform to access all its features
Capture new client leads directly from your website or social media using customizable embedded forms
Automate initial client outreach with instant auto-responder emails and triggered workflow sequences
Bundle estimates, contracts, and payment requests into single 3-in-1 electronic documents
Collect digital signatures and process online payments securely using integrated payment gateways
Organize all project details, client messages, documents, and task lists within centralized project hubs
Schedule appointments automatically by letting clients pick open time slots synced with your primary calendar
Track daily tasks, upcoming project milestones, and financial health using an interactive dashboard
Generate automated financial reports to track sales taxes, profit and loss metrics, and lead conversion sources

Book a free 17hats demo to learn more about its capabilities.

Who Is 17hats For?

17hats is ideal for a wide range of industries, users, and sectors, including:

Photographers
Event planners
Coaches
Designers
Consultants
Fitness instructors

17hats Use Cases

Based on our assessment of 17hats’s capabilities, we have identified several situations where the platform is well suited for organizations responsible for managing physical assets and equipment:

Photographers Managing Bookings And Client Paperwork

Photographers often handle inquiries, session dates, contracts, and invoices across separate tools. They can use 17hats to capture leads, send documents, collect payments, and track project details together. By doing so, they get a clearer record of each client from inquiry through the completed session.

Event Planners Coordinating Multiple Client Commitments

Planning events involves deadlines, client communication, appointments, and tasks that can easily overlap. Event planners can use the 17hat’s project pages, calendars, to-do workflows, and client records to track these commitments. It helps them keep event-related information connected while managing several clients simultaneously.

Coaches Managing And Scheduling Client Sessions

Coaches can use 17hats to let clients book available sessions and answer questions during scheduling. Calendar cross-checking helps prevent conflicting appointments, while Zoom integration supports virtual meetings. Coaches can also send invoices and recurring billing requests for ongoing coaching arrangements.

Consultants Tracking Leads From Inquiry Till Engagement

A new inquiry can require several follow-ups before becoming a paying client. With 17hats consultants can capture prospect details, send automatic responses, and move leads through defined stages. Once engaged, they can manage contracts, invoices, communications, and project information from the same client record.

Is 17hats Right For You?

17hats is a strong choice for service businesses that want to reduce the number of tools involved in managing a client journey. Instead of using separate platforms for lead capture, texting, scheduling, contracts, invoices, and follow-ups, businesses can connect these activities within the same system. This is particularly useful when a missed inquiry, unsigned contract, or delayed follow-up directly affects revenue.

Its recent product development also shows that 17hats is moving beyond its earlier position as primarily a business management and invoicing tool. In 2026, it added more automation controls, including workflows triggered by client responses and project tags, team access for pipelines, SMS document delivery, booking redirects, and tracking for lead forms and online scheduling. These updates make the platform more relevant for businesses that need to manage and improve how leads move from inquiry to booking and payment.

Security is another consideration for businesses handling client records and documents. 17hats states that stored database information is encrypted using AES-256 and that connections use TLS encryption. That said, its strongest fit remains smaller service businesses rather than organizations that require enterprise-level permissions, governance, or highly complex CRM administration.

Want to learn more about 17hats? Contact us at (661) 384-7070 for detailed guidance.

17hats Features

Centralized Business Organization

17hats brings contacts, projects, tasks, events, notes, tags, pipelines, and dashboard activity into connected records. Users can also manage multiple users and separate business brands. Keeping related client and project information together helps businesses monitor ongoing work, locate details faster, and maintain clearer oversight of daily responsibilities across operations.

See How It Works

Document Management

This feature lets businesses create and manage quotes, contracts, invoices, questionnaires, and reusable document templates. Its 3-in-1 documents combine quoting, contracting, and invoicing, while If/Then logic adapts questionnaire questions. These tools help reduce repeated document preparation and keep client paperwork, responses, confirmations, and follow-up reminders connected to each project.

See How It Works

Lead Tracking And Management

The platform captures prospect details through lead forms and organizes leads as they move through different stages. Workflow triggers and auto-responders can start follow-up actions after submissions, while lead source reporting tracks where inquiries originate. This helps businesses respond consistently, monitor prospect activity, and identify which marketing sources generate leads.

See How It Works

Business Reporting

17hats features a reporting feature that automatically generates reports covering client sales, sales tax, profit and loss, product sales, and lead sources. These reports organize business activity into measurable financial and sales information. Reviewing this data helps owners compare revenue sources, track expenses, understand client spending, and monitor which products or services contribute to results.

See How It Works

Online Scheduling

It lets clients view available times and book appointments through an online scheduling page or embedded calendar. Businesses can collect booking questions, cross-check connected calendars, accept payments, and send reminders. This reduces back-and-forth scheduling conversations while helping clients book services, consultations, events, or meetings at suitable times.

See How It Works

Pros And Cons of 17hats

A quick look at 17hats's strengths and weaknesses to
help you decide if it's the right fit

Pros

Brings every part of client journey in one system
Users can export and share their created email or document templates with peers
Lead-to-quote-to-invoice pipeline maps client interaction into a unified project file
Built-in calendar features automatically link booking requests with personal calendar availability
Allows clients to select packages, sign agreements, and pay in one step

Cons

Bookkeeping only support basic expense/income tracking
Online scheduling feature lacks manual override controls
Mapping out document tokens and action triggers takes substantial setup time

17hats Pricing

An overview of 17hats pricing plans to help you
choose the best option for your team and budget.

Monthly

Dashboard Invoices Documents Online scheduling Email Branding Time management Reporting Lead management

Disclaimer: The pricing details were last updated on Sep 14, 2026 from the vendor's website. Please contact us for a tailored pricing list.

17hats Reviews

Insights from real users on 17hats’s features,
performance, and overall experience.

Total 25 reviews

4.6

All reviews are from verified customers

Rating Distribution

Stars

76%

Stars

16%

Stars

Share your experience

Samantha S.

Health, Wellness and Fitness, 1-10 employees

More than a year

5.0

March 2026

“Reliable support for years”

Pros

After nearly seven years with this software it still feels easy to work in. The biggest plus for me is the team behind it: they're consistently helpful and always go the extra mile whenever I have a question or need support.

Cons

There really isn't much to complain about. The bookkeeping feature can be a little tricky to figure out at times but it connects smoothly with other accounting software which helps a lot.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Crystal V.

Photography, 11-50 employees

Used daily for more than 2 years

5.0

March 2026

“simple setup”

Pros

Getting started felt very easy and the customer service has been great. The platform was simple to learn and whenever something came up I could reach real people through online support and usually got a response within minutes.

Cons

The ability to text a client after they requested information used to be missing although that feature has since been added.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

Abbey W.

Marketing and Advertising, 1-10 employees

More than a year

5.0

February 2026

“all-in-one fit for freelancers”

Pros

Running a freelance business with just a small number of clients and this software has been a really good fit. It was simple to get started with easy to use and it kept everything together in one place (billing, invoices, client messages, workflows and more). Having all of that centralized helped me stay organized and keep up with my tasks.

Cons

As my business became more complex and I started offering products alongside one on one services I eventually outgrew this software. Some of the more basic features I needed in bookkeeping and contracts just weren't available.

Rating Distribution

Ease of use

Value for money

Customer Support

Functionality

View All 25 Reviews

Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What other apps does 17hats integrate with?

17hats integrates with multiple third-party systems, including QuickBooks, Stripe, and Zoom.

Does 17hats offer an API?

The vendor hasn’t provided details about API availability.

Does 17hats have a mobile app?

Yes, 17hats has a mobile app available on iOS and Android devices.

What type of pricing plans does 17hats offer?

The vendor offers a single pricing plan for $60/month. Users can pay it yearly or bi-yearly as well. Get a flexible 17hats cost today.

Who are the typical users of 17hats?

Typical users of 17hats include photographers, coaches, event managers, etc.

What language does 17hats support?

17hats supports the English language.

What level of support does 17hats offer?

17hats provides live chat and email support.