17hats

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 

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 

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.