17hats

Personal CRM Software

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17hats is a business management platform designed for solo business owners, offering tools for CRM, invoicing, scheduling, and more.

Users can explore various pricing plans, join live demos, and access resources like blogs and podcasts to improve their business skills.

17hats can be found in Personal CRM Software categories.

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17hats Main Features

• Contracts
  Create online contracts that clients can easily sign and initial.
• Live Demo
  Join a live demo to learn how 17hats can help you manage your business better.
• Pipelines
  Keep track of the stages your leads and clients are in during their experience.
• Workflows
  You can automate sending emails and documents, as well as creating to-do lists.
• Client Portal
  Each client gets a secure portal to access important documents and details.
• Custom Fields
  You can make your own custom fields for contacts and projects to fit your needs.
• Pricing Plans
  17hats offers three payment options: monthly, yearly, and bi-yearly plans.
• To-Do Manager
  The To-Do Manager works with your calendar to help you remember important tasks.
• Questionnaires
  Use online questionnaires to gather information and images from clients.
• Email Templates
  You can create unlimited email templates for quotes, contracts, invoices, and questionnaires.
• Online Payments
  Integrate with Stripe to accept online payments quickly through credit cards and ACH.
• 2-Way Email Sync
  Send emails from your account and automatically import client emails into 17hats.
• 7 Day Free Trial
  Start a free trial of 17hats for 7 days without needing a credit card.
• Self Guided Tour
  You can take a self-guided tour of 17hats to see how the platform works.
• Lead Capture Form
  Switch your website contact form to a 17hats Lead Capture Form for automatic responses.
• Online Scheduling
  Automate booking for consultations and services to avoid double bookings.
• Interactive Dashboard
  The dashboard keeps you updated on your business activities every day.
• Lead Source Reporting
  Track where your leads come from to see what works best for your business.
• First 24 Hour Workshop
  Get help from a 17hats expert to kickstart your 7-day trial.
• Business Management Tools
  17hats provides tools like CRM, invoices, quotes, contracts, and more to help you manage your business.

17hats Benefits

• Clear the Clutter
  Organizing your business helps you focus on what matters most and reduces stress.
• Client Experience
  Improving client experience with tools like online scheduling and client portals makes it easier for clients to work with you.
• Eliminate the Chaos
  Simplifying your business processes reduces back-and-forth emails and helps you manage everything in one app.
• Automate for Success
  Using automation saves time and helps you prioritize important tasks, making your business run smoother.
• Manage Business Better
  With all features in one platform, you can streamline your workflow and increase productivity.

Who should use 17hats?

• mimes
  Mimes can manage their performances and client details easily, allowing them to focus on their art.
• coaches
  Coaches can track their clients and sessions in one spot, helping them provide better service.
• caterers
  Caterers can handle orders and payments online, making it easier to run their business.
• attorneys
  Attorneys can manage their client documents and appointments easily, making their practice more efficient.
• designers
  Designers can use 17hats to organize their tasks and contracts, helping them stay focused on their creative work.
• musicians
  Musicians can organize their gigs and contracts, making it easier to manage their music career.
• developers
  Developers can automate their workflows and save time, allowing them to complete projects faster.
• consultants
  Consultants can keep all their client communications and contracts organized, making their work smoother.
• freelancers
  Freelancers can simplify their business tasks, so they can spend more time on their projects.
• entertainers
  Entertainers can keep track of bookings and schedules, helping them stay organized.
• photographers
  Photographers can keep all their client information and projects in one place, making it easy to manage their work.
• event planners
  Event planners can manage all details of their events in one place, reducing stress and confusion.

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