17hats Erfahrungen

17hats

Unternehmensführungssoftware für Unternehmer und Teams

Gesamtbewertung

4,4 /5
(117)
Preis-Leistungs-Verhältnis
4,3/5
Funktionen
4,2/5
Bedienkomfort
4,2/5
Kundenbetreuung
4,4/5

87%
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117 Bewertungen

Carmen
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Monetize Your Small Business Faster

Bewertet am 22.7.2019

The customer service is great. My overall experience over the past three years has been that this...

The customer service is great. My overall experience over the past three years has been that this is a life saver for my business. One of the best investments that I have made in my business thus far.

Vorteile

17hats has become a "must have" in my small business. It allows me to easily acquire and follow up on leads with forms that embed easily into my website. The workflows help me to create systems and processes for client onboarding and support. The contracts, canned emails and so much more make it a completely robust, but easy to use system for any service business.

Nachteile

The only con is that you cannot whitelabel your 17hats website. I prefer a whitelabel option.

Angela
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

17Hats has helped me run 4 businesses at once!!

Bewertet am 23.7.2018

The software allows really any business to capture leads, create quotes, contracts and invoices...

The software allows really any business to capture leads, create quotes, contracts and invoices (along with payment plans) and collect payments. It is very simple to use and you can run several different businesses within the platform without additional cost. They add new functions quite often and have amazing customer service.

Vorteile

I started with 17Hats when they were fairly new and I haven't been disappointed. The cost for the software is excellent especially since I can run as many different businesses with different names and accounts etc as I want. I love that they added a client portal as I was almost going to switch to something that did. Document creation is very easy as well as having clients pay through the portal electronically. I have recommended this for many people as it really is geared for many different types of businesses.

Nachteile

Sometimes it can run a bit slow - but that is very infrequently now. I would like for the client portal to be more than just a viewing area for clients. It does seem that the more businesses you have on here, it takes a little longer to load. But overall none of these are deal breakers!

Erin
Gesamtbewertung
  • Branche: Vorstandsbüro
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 4.0 /10

A client relationship management system - not my first choice

Bewertet am 15.4.2020

It keeps relationships with clients, but it's not my favorite CRM.

It keeps relationships with clients, but it's not my favorite CRM.

Vorteile

There are a few things that I do like about 17hats. Once I figured out the lifecycle aspect, it made sense. It really kept us on track for ensuring that the workflow gets started and completed.

Nachteile

The base date versus the project date is so CONFUSING.

I don't like that the link is at the BOTTOM of the email. More chances for it to miss.

We're constantly having to go in and out of workflows, emails/templates and back and forth to make all the changes. it doesn't seem to make sense, where if there's an email we want to edit within the workflow, why can't we edit it within there. and have the change apply universally.

Jane
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

Its a good product that would be amazing with a few changes.

Bewertet am 14.1.2023

We have used it for 7-8 months now and we are still working to get it fully set up - if I was a new...

We have used it for 7-8 months now and we are still working to get it fully set up - if I was a new company and only had to start from scratch it would be much easier but it is harder when dealing with an established company and you are trying to work through tutorials and keep a company going! I would have loved some more 1-2-1 support with a call and them helping you set systems up.

Vorteile

How it can manage most elements of your business in one reasonably priced product. the customer services team are helpful but there is no real hands on help.I love that you can have multiple people using the system and can have bookings for everyone which was an issues with lots of other competitores.

Nachteile

There is some element of duplication that is annoying. Linking email and calendars to the service is fiddly unless you exclusively use Gmail.

Christine
Gesamtbewertung
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Love 17hats for small business

Bewertet am 22.3.2023

I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding...

I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding that it's not a good system to be able to organize leads to different team members and what they can view.

Vorteile

Simple, easy to use system for solopreneurs with lots of features to keep your business organized.

Nachteile

The lead dashboard feature could be improved so much. It would be nice to have the ability to move clients from leads, to active client and back to lead again when they come back to work with you again. I also don't like that text message notifications were turned off!

Maija
Gesamtbewertung
  • Branche: Fotografie
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

I like it, but I'm not in love.

Bewertet am 22.8.2018

I've found that customer service is overall pretty good. I'm surprised that people have said it's...

I've found that customer service is overall pretty good. I'm surprised that people have said it's not great. I've always gotten ahold of real people. I do feel that this software is still being built up and they are constantly making improvements. I'm hoping they read these reviews to have more direction on where to take it next! Overall I find that for the cost of the service, I'm receiving a quality product.

Vorteile

It's a great organizational tool. I love the bookkeeping integration. I'm able to print a P&L report at tax time and hand it over to my accountant. I also like that I'm able to send questionnaires, contracts, and invoices to clients as well as automate much of my communications to individual clients. It makes me look a lot more organized than I am and I've had multiple clients remark at how personal each of my communications feel!

Nachteile

It does not have a booking integration and so now I'm purchasing a separate app for that. I also would love to be able to integrate Mail Chimp with this or even have a similar feature within this system.

Jessica
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

I LOVE 17Hats!! I have always used it and will continue to do so.

Bewertet am 2.7.2018

Vorteile

My favorite thing about 17 Hats is that it takes all of the things associated with a client project and keeps it all together in one place. That's HUGE. Plus I can embed my lead capture forms right on my website so everything just populates in my contact's info. Amazing.

Nachteile

I would say the only thing they could improve upon is to integrate Quickbooks self employed and iCal. But I think those are difficult due to the issues with integration within the other software programs.

Aaron
Gesamtbewertung
  • Branche: Grafikdesign
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great for Freelancers

Bewertet am 17.8.2018

I have been using 17 hats for over 3 years now and have found it the perfect invoicing and...

I have been using 17 hats for over 3 years now and have found it the perfect invoicing and communication service for my business. It has made life so much easier with the ability to send automatic invoices and emails to clients.

Vorteile

I really find this a very useful program. Easy to use. Easy for clients to understand how to pay. I like being able to submit contracts, proposals, and invoices. Great for integrating contact forms on my website.

Nachteile

Front time to time, have issues with the payments syncing.

Suzanne
Gesamtbewertung
  • Branche: Fotografie
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

17 Hats has streamlined my workflow!

Bewertet am 20.2.2019

Overall, it’s a great business management software program.

Overall, it’s a great business management software program.

Vorteile

I love how easy it is to use, and that I can set up lead magnet forms that import contacts straight into my workflow.

Nachteile

I feel like the cost is a tad expensive. It has increased a good amount since I joined. To add a second brand for my business, my monthly bill would more than double. That being said, my current plan isn’t even offered anymore. I’ve been ‘grandfathered’ in.

Sheila
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

17hats

Bewertet am 8.4.2019

The business problem solved is that it does invoicing, it does contracts, and sends reminder emails.

The business problem solved is that it does invoicing, it does contracts, and sends reminder emails.

Vorteile

I can not say enough good things about this software. It has simplified my business so much. It is very useful for invoicing, contracts signatures, and bookkeeping.

Nachteile

I do not have any cons at all!! So glad this is available and affordable.

Steph
Gesamtbewertung
  • Branche: Design
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Couldn't do business without it!

Bewertet am 13.2.2019

Overall, super happy. I've been using for a few years now and am locked in at a great rate. The...

Overall, super happy. I've been using for a few years now and am locked in at a great rate. The user interface isn't as pretty as some of the competitors softwares, but it gets the job done and keeps everything organized.

Vorteile

It has streamlined everything from client inquiry to payment and everything in between! I love that I can send clients a bundle with their quote, contract, and invoice. I use workflows to keep each project organized. My clients also love it and have commented on how easy it is to use from their side.

Nachteile

There is no way to pull reports/data. I'd like to be able to see how many inquiries came in, turned to bookings, sales figures, etc within certain time frames. I would also appreciate a way to see data from questionnaires. Specifically, I have inquires fill in "where did you hear about me" and it would be great to pull those answers and gather data.

Angel
Gesamtbewertung
  • Branche: Unterhaltung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

Good for a single user company

Bewertet am 5.8.2020

Vorteile

Easy to set up and navigate. The mobile app is great.

Nachteile

Only one user allowed per account. Customer service was not easily accessible.

In Betracht gezogene Alternativen

Oz Software
Verifizierter Rezensent
Gesamtbewertung
  • Branche: Eventservice
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

I love 17hats!

Bewertet am 26.7.2018

This software completely keeps my business organized and running smoothly. It is a life saver for...

This software completely keeps my business organized and running smoothly. It is a life saver for sure with lead management, invoicing, contracts, questionnaire and bookkeeping. I would highly recommend 17hats to other companies.

Vorteile

I love how much time 17hats saves me by setting up the CRM and workflows. I am able to spend more time on growing my business instead of remembering where I left off with each client and my to-do list. The bookkeeping helps me keep my expenses together and easy for my accountant for taxes. The workflows are a complete life saver!

Nachteile

They are based in Australia so you cannot always reach someone and the 17hats app is not as up to date as using the mobile version of the website.

Dania
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Quadruple your productivity!

Bewertet am 3.2.2017

I really lucked out by getting in on this at the beginning and I was able to lock in a great rate,...

I really lucked out by getting in on this at the beginning and I was able to lock in a great rate, however, I would still pay full price for this today if I had to. Being a small business owner has it's many challenges, especially when you have to do everything yourself. Since I've signed on with 17hats I've been able to sign contracts, accept payments, and streamline the booking and communication process all while I'm away from my desk. I would never be able to pull this off without a platform such as this. In addition, it helps me to keep track of my bookkeeping, and my workflows, reminding me of my To Do's and when to do them! No software is perfect but they are constantly improving and listening to suggestions, and whenever I need assistance they are quick to respond. Since I've signed on with 17 hats a year ago, my business has almost doubled, partly due to the streamlined communication and payment processes of 17hats, and because of the ease of this platform I'm able to handle it all without hiring and cutting into profits. AMAZING!

Angela
Gesamtbewertung
  • Branche: Gesundheit, Wellness & Fitness
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

One-Stop Software

Bewertet am 17.1.2019

The customer service process would do better to resolve issues instead of blaming the customer....

The customer service process would do better to resolve issues instead of blaming the customer. Sometimes the issue is with the actual software and blaming me for the problem just takes the conversation in circles.

Vorteile

I like that this has pretty much all the features I need for my business. There is nothing worse than having to patch together multiple subscriptions for different software programs.

Nachteile

It's often glitchy and sometimes it won't load at all.

Magda
Gesamtbewertung
  • Branche: Einzelhandel
  • Unternehmensgröße: Selbstständig
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

LOVE LOVE LOVE

Bewertet am 3.11.2016

I'm an event florist, and I've been with 17hats since 2015. And I love that it's grown in so many...

I'm an event florist, and I've been with 17hats since 2015. And I love that it's grown in so many ways, and it's becoming better and better each update. There's a learning curve, as with any system, but after having a few personal one on one sessions, I feel so comfortable with this system! I hated other systems as they were so complicated. I like easy peasy, and this is just that. Can be it prettier like other systems, sure... Can it have more features... Sure... But the best part is that you can tell them your wants, and if enough people want them, they'll DO IT! So don't knock it till you try it!

Vorteile

Ease of use

Nachteile

None to think of

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Computer-Vernetzung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

really great product...got us organized and smooth running

Bewertet am 20.4.2018

contract and payment organization and streamlining

contract and payment organization and streamlining

Vorteile

features are constantly expanding. Great way to organize contract process and payments and look super professional.

Nachteile

Could use more links to other apps but they seem to be working on adding new features constantly so no real complaints.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Architektur & Planung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Our customers love it!

Bewertet am 31.10.2019

The biggest problem that has been solved is making it easy for customers to buy.

The biggest problem that has been solved is making it easy for customers to buy.

Vorteile

We like that it is very easy to get quotes to our customers and easy for customers to say yes! Most of the time we send a quote we get a yes!

Nachteile

That they don't have built in templates for our industry. This would be extremely helpful so we don't have to create what we need.

Sheila
Gesamtbewertung
  • Branche: Eventservice
  • Unternehmensgröße: Selbstständig
  • Monatlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

I use this software to manage my event planning and association management business.

Bewertet am 8.9.2017

It makes the proposal and contract phases of my business much easier. It also automatically...

It makes the proposal and contract phases of my business much easier. It also automatically invoices my clients when their invoices are due and divides a contract quote up into monthly payments or however I'd like them to be divided.

Vorteile

I like building contracts and invoices and allowing my clients to accept and sign electronically. I also like that I can accept credit cards through the software without a monthly fee, utilizing Stripe. I also like that I can sync my calendar and see everything as well as add custom calendar events that are only visible in 17 hats that are more CEO/Strategic Planning activities.

Nachteile

I don't like that you have to add a price to each item in a quote and that it is visible to the client. I prefer to list all my services and give the client a bottom line price. And for some, they pay me a monthly retainer. I would like to be able to edit or hide that feature. I also think it is sometimes hard to navigate.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: Selbstständig
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 6.0 /10

A good software for smaller 1-person agencies

Bewertet am 21.3.2019

The tech support I've received has been solid. I like the software and I'm going to continue using...

The tech support I've received has been solid. I like the software and I'm going to continue using it for now.

Vorteile

Quoting is fantastic. I can send a quote out with the contract and a payment schedule attached. When the person accepts the quote, they then get sent the contract. After that they are shown the payment schedule.

Building a quote is equally great because I can offer three sections. First section: the required items of the quote. Second section: Choose one of the options. Third section: Choose any of the options.

This has been very helpful for website design where I put the website design in the first section, me hosting or them hosting in the second section, and add-ons like maintenance, SEM, e-Commerce, and more in the third section.

Nachteile

Customers can't setup automatic payments for recurring invoices.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Marketing & Werbung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

I should have moved to this years ago

Bewertet am 13.3.2019

Vorteile

This has just streamlined my business and finances. I can let 17 hats do the heavy lifting and allow my book keeper to maintain and I can get on with the business of my business.

Nachteile

The billing system seriously needs an overhall. To be able to have auto billing would be a godsend. That still needs work

Graham
Gesamtbewertung
  • Branche: Hausmeisterservice
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Brilliant Software with so much to offer!

Bewertet am 10.10.2018

This does my accounting mainly and is also a source of inspiration for contracts and templates....

This does my accounting mainly and is also a source of inspiration for contracts and templates. There is a marketplace where you can review and purchase additional templates of all sorts for various industries.
Well worth the money.

Vorteile

The automation of follow up invoicing is brilliant.
This software does so much more than just accounting for your financials.
It is accounting, a CRM, email, contracts, and much more.
Tutorials, webinars and online help.

Nachteile

Like anything that completes multiple tasks, it is quite complex once you start digging.
Has great multipurpose functionality, but you need to spend the time in it to make it work to its maximum capacity for you.

Felipe
Gesamtbewertung
  • Branche: Pharmazeutika
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

I have been using 17Hats for years!

Bewertet am 5.12.2018

Vorteile

This is hands down one of the best pieces of software I use. My business couldn't run without it! All my projects are kept in line, workflows, bookkeeping, and more. Fantastic investment and well worth the money with all of the improvements they are constantly making.

Nachteile

The one thing I wish they did was make it so that clients could easily share files and documents back and forth through the software with me.

Sasha-Shae
Gesamtbewertung
  • Branche: Design
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Good CRM with Outdated Interface

Bewertet am 4.9.2018

Overall it's a good software. Has a heavy focus on photographers though

Overall it's a good software. Has a heavy focus on photographers though

Vorteile

Loved the workflow for creating quotes/proposals to contracts and then invoices. Made it really easy to get all those things squared away in one go. Love that we can create custom templates for mails, contracts, etc.

Nachteile

Didn't like the interface, found certain things tedious to do, like creating email templates or creating the proposals etc.

Marc
Gesamtbewertung
  • Branche: Fotografie
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Great tool for small business owners

Bewertet am 22.9.2020

It's a great tool with great support and a team that is constantly improving. The community is...

It's a great tool with great support and a team that is constantly improving. The community is also super helpful.

Vorteile

I love that this software provides the tools to effectively run a small business, but helps you look professional in the process. It's super awesome and works for a number of genres.

Nachteile

I didn't like that it wasnt as specialized for photographers as I needed. A few additional features would have been awesome, but overall I recommend the product all the time.