17hats

Unternehmensführungssoftware für Unternehmer und Teams

Gesamtbewertung

4,4 /5
(116)
Preis-Leistungs-Verhältnis
4,3/5
Funktionen
4,2/5
Bedienkomfort
4,2/5
Kundenbetreuung
4,4/5

87%
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116 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 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 (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.

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 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.

Lee'Ann
Gesamtbewertung
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

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

Great platform for all businesses

Bewertet am 21.5.2018

Vorteile

There are many pros to 17hats - first, you can try this for free for a month to get a feel for the platform and test out all of the functionalities. It's easy to workflows, integrate email, quotes, invoices, contracts - and you can easily sign off to accept a quote and contract right on the platform.

Nachteile

I did have some cons when I first used 17hats a few years ago, and stopped for about 6 months and came back after trying something else out. In that time, they had made a bunch of upgrades to the platform and made it much easier to set up new projects and organize all of your documents within each project. As of right now, I don't have any cons using 17hats.

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 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.

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

Gesamtbewertung

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

Life saver!

Bewertet am 24.8.2018

My business deals with special events and the workflows for each event help me keep track of where they are in the process which saves me a lot of guess work. Being able to create workflows and automate my job lets me focus more on growing my business.

Vorteile

17hats is a quality CRM system that I use daily to keep my business running smoothly. I use all features which includes bookkeeping, lead management, projects, invoicing and contracts. With the CRM keeping all my client's details in one spot, I can easily find any information on that project with a click of a button.

Nachteile

I feel that the app version needs to be updated. The mobile version offers several features that the app is not set up yet to tackle.

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 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.

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.

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 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 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.

Jessica
Gesamtbewertung
  • Branche: Unterhaltung
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

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

Amazing CRM Software with incredible support

Bewertet am 5.4.2018

Vorteile

17hats does so much more than just the basics. It manages incoming leads, turns them into invoices, and allows me to set up workflows so the system does much of the work for me. It has saved my company a ton of time and probably money, too. The support team is incredibly responsive and helpful.

Nachteile

The accounting is lacking, but it's not meant to be a primary accounting software. It has the ability to sync with Quickbooks Online which works.

Verifizierter Rezensent
Gesamtbewertung
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Wöchentlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

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

Easy way to manage my photography Clients

Bewertet am 27.7.2018

The ability to organize all of my Clients into a project where I can see their communications, contracts, and invoices at a quick glance.

Vorteile

This system makes it really easy for me to manage my photography Clients and Second Shooters (Independent Contractors). I love that I get a text alert when I have a new lead, and that I can create inquiry questionnaires that can be imbedded directly into my website. The integration with Gmail and PayPal makes things very easy for services I had already set up for my business. I admittedly don't use all of the features offered in 17hats, but love the ones that I do utilize!

Nachteile

The insert token/attribute option doesn't always work as expected for my contracts. When I preview them there are a lot of things that end up looking a little funky in regards to spacing. I've taken a lot of time going back and forth to fix these issues before sending to a client.

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 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

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.

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 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 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.

Nikki
Gesamtbewertung
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

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

So many features for the price point, it was a no brainer

Bewertet am 10.4.2018

Vorteile

We needed a database that had the ability to connect with Gmail and send digital contract for online signatures. The digital contract functionality alone pays for the product, as other digital contract programs alone are double the price. Having a complete database tool that allows for this included in the cost is perfect.

Nachteile

You can't add custom fields for contacts or projects so this makes the database functionality extremely limiting. My client is a home inspection company that also hosts training courses for other home inspectors, works with real estate agents and project managers, and has preferred partners. This makes it very difficult to differentiate between contact types and add the field we need. We'd pay a little more for this functionality if it was available.

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

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 5.0 /10

17 hats where it all began...

Bewertet am 6.1.2023

Vorteile

I started using 17 hats for. The scheduling and signed client agreement functionality.

Nachteile

I did not like how projects were organized. This may have changed since I used the product.

Jessi
Gesamtbewertung
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Great tool for any small business!

Bewertet am 7.3.2018

Vorteile

This tool does so much! I love how professional my invoices, quotes and contracts look and I love the ability to set up work flows. I couldn't run my business with it.

Nachteile

My complaints are very minor. I wish I could choose the timeline for follow up emails on late invoices. I wish ACH transactions cleared faster. But overall there's hardly anything I'm left wishing for, it fills all my business administration needs.

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

Gesamtbewertung

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

Outstanding product from day one - one of the first users

Bewertet am 22.6.2019

Vorteile

17hats was an incredible concept from day one and has continued to evolve over the years.

Nachteile

As features were added, costs increased, making it unaffordable for our business.

Erin
Gesamtbewertung
  • Branche: Verbraucherdienste
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Good CRM

Bewertet am 27.9.2021

Vorteile

Ease of use, visual design including the dashboard

Nachteile

I needed a more specific CRM for my industry