17hats
CRM and small business management software that automates your client workflow
About 17hats
17hats is an all-in-one CRM and business management platform for solo service providers and small businesses such as photographers, coaches, and designers. It combines contacts, pipelines, quotes, contracts, invoices, online scheduling, SMS texting, workflow automation, and basic bookkeeping in one system built in-house. A single all-inclusive plan covers every feature, billed monthly, yearly, or every two years.
Pros & Cons
Pros
- Covers CRM, documents, scheduling, SMS, invoicing, and bookkeeping in one plan, which replaces several separate tools
- Features are built in-house, so pipelines, documents, booking, and automations share the same data
- The 3-in-1 document lets a lead accept a quote, sign the contract, and pay in a single step
- Workflow automation and document reminders cut manual follow-up for service businesses
- Single plan with every feature included, with discounts for yearly or two-year billing
- Reviewers note helpful tutorials, a learning hub, and responsive support
Cons
- $60/month is expensive for solo freelancers compared with lighter CRMs, and there is no free or lower-cost tier
- The free trial is only 7 days, which is short for setting up workflows and templates
- Some reviewers describe the interface as dated compared with newer clientflow tools
- Generalist design can feel less tailored than niche tools built for one industry, such as photography
Key Features
Contacts and Projects
Contact cards, related contacts, tags, and project pages that store documents, communication, events, notes, and to-dos for each client.
Pipelines
Visual pipelines that track leads and clients through each stage of your client experience.
Quotes, Contracts, and Invoices
Electronic quotes, e-signed contracts, and branded invoices, plus a 3-in-1 document that lets a lead select, sign, and pay in one step.
Questionnaires with If/Then Logic
Electronic questionnaires that branch follow-up questions based on earlier answers, with automatic reminders for past-due documents.
Online Scheduling
Built-in booking pages with intake questions, pay-upon-booking, calendar cross-checking, group bookings, and Zoom integration.
SMS Texting
Two-way text messaging with clients built into the CRM, with no separate Twilio account needed.
Workflow Automation
To-do and advanced workflows with triggers that automate emails, documents, and tasks across the client journey.
Payments and Recurring Billing
Online payments, payment schedules, recurring billing, tipping, and saved card data for auto-pay.
Bookkeeping and Reporting
Built-in bookkeeping with sales tax, profit and loss, lead source, client sales, referral, and product sales reports.
Lead Capture and Client Portal
Lead capture forms with auto-responders and workflow triggers, plus a client portal and a mobile app.
Pricing
- All features included
- 7-day free trial
- Cancel anytime
- All features included
- Saves $120 compared with monthly billing
- 7-day free trial
- All features included
- Saves $400 compared with monthly billing
- 7-day free trial
Best For
Photographers and creative studios
Send quotes, contracts, and invoices as one document, collect deposits, and automate booking confirmations and reminders.
Coaches and consultants
Let clients book sessions online with payment upfront, send intake questionnaires, and track clients through a pipeline.
Event and party service providers
Manage inquiries from lead capture forms, automate follow-ups by SMS and email, and set payment schedules for events.
Solo service businesses replacing several apps
Consolidate a CRM, Calendly-style scheduling, e-signature, invoicing, and basic bookkeeping into one subscription.
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