17hats Erfahrungen

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.

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

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.

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!

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.

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

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

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!

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!

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.

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.

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

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.

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.

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!

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.

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.

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

Ease of use

None to think of

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.

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.

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.

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.