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Overview
17hats is an all-in-one CRM and business management platform that centralizes quotes, contracts, invoicing, scheduling, and workflows. Even though the client portal can appear a little clunky, its templates and automation streamline workflows effectively. All in all, it offers practical tools for solo owners.
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Starting Price
Custom
17hats Specifications
Contact Management
Lead Management
Customer Communication Tracking
Email Integration
What Is 17hats?
17hats is a cloud-based Customer Relationship Management (CRM) and business management platform for solo entrepreneurs and small service-based businesses that consolidates client workflows from inquiry to payment. To reduce manual follow-ups and missed tasks, the platform uses automated workflows that keep projects moving consistently. Online scheduling with built-in payment options further streamlines the booking process by minimizing double bookings and accelerating confirmations. Additionally, secure client portals bring documents and communications into one place, supporting clearer records and more organized client interactions.
17hats Pricing
The vendor provides a starting price of $60/month. Yearly and bi-yearly payment options are also offered. A seven-day free trial is also available.
Disclaimer: The pricing is subject to change.
17hats Integrations
The platform integrates with several third-party applications and systems, such as:
- QuickBooks
- Stripe
- Zapier software
- Zoom
- Google Calendar
- ShootProof
Who Is 17hats For?
17hats is well-suited for service-based professionals and small businesses, which may include:
- Photographers
- Event planners
- Coaches
- Designers
- Consultants
- Fitness instructors
Is 17hats Right For You?
If administrative tasks, missed leads, and scattered client communications slow daily operations, 17hats centralizes workflows, automates follow-ups, and combines quotes, contracts, and invoices to reduce manual effort. Its scheduling and client portal tools are well-suited for solo service providers managing multiple clients independently. The software also employs security measures; the database, including stored data, is encrypted using the AES-256 industry-standard encryption algorithm.
Still doubtful if 17hats software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
17hats Features
17hats features centralized organization, keeping projects, contacts, tasks, and timelines structured within one system. Project pages, dashboards, pipelines, tags, and multi-brand access reduce fragmentation across teams. This structure subtly supports clearer oversight and calmer daily operations.
The platform centralizes contracts, invoices, quotes, and questionnaires in one place. Document templates, 3-in-1 documents, and automated reminders simplify workflows and reduce repetitive tasks. With intuitive If/Then logic and electronic confirmations, client communications stay organized and timely, supporting smoother business operations.
With this feature, 17hats ensures every client-facing item reflects a professional and cohesive brand. Subdomains, custom logos, fonts, colors, and customizable text maintain visual consistency across documents, portals, and scheduling, subtly reinforcing brand recognition and credibility.
The software organizes leads from capture to follow-up, combining workflow triggers, lead capture forms, and auto-responders for timely communication. Lead source reporting offers insights into origin and performance. With this feature, managing prospects becomes more structured, reducing missed opportunities.
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