17hats is a client management software that help entrepreneurs do the work anytime, anywhere from sending contracts to payment reminders, accepting signatures and credit cards online and it integrates with calendar and email.
Customer Reviews
Kelley B.
Advanced user of 17hatsI love the email templates and the ability to customize them to suit my business and clients. The automation is great! I've tried just about every tool out there, but 17hats seems to be the perfect fit for what I need, and the onboarding tutorial was a lifesaver! I'm a very busy mother of toddler girls and I own 2 businesses. My day is quite busy and overwhelming at times. I usually have to struggle with getting used to using a new software or tool for my business, but it's been a breeze learning 17hats. They have an easy to follow, step-by-step onboarding process where you learn by reading the instructions and doing the task you're learning at the same time. My crazy overwhelmed brain was able to keep up with the tutorial and retain the knowledge thanks to their hands on approach.
The price isn't outrageous or anything, but it is a bit more pricey than their competitors. I really think the interface is bland and boring but I can live with that! I sometimes get confused when creating forms and I'm not sure if that is the tools fault or if it's just me. I have 2 LCF's for my business. One is an inquiry form, the other is leads that are more serious about purchasing my services and is in the form of a client application form. I wanted to bypass the Lead Capture/Inquiry form completely and use only the client application form. 17hats automatically responds when a LCF/Inquiry is submitted with a thank you email and a link to schedule a call. It took me the longest time to figure out how to respond to inquiries with an invitation to fill out the application instead, instead of a link to schedule a call. I figured it out eventually and if I had asked the support team them would have been glad to help. There's nothing really terrible about this tool in my eyes, just a few bumpy spots here and there.
Having a user-friendly client portal has taken alot of hassle and confused new clients off my shoulders. Other tools have lacked in this department. It's either easy to use on my side or easy on the client side, but normally not both at the same time. The client portal is easy for me to set up on my end, easy to access and understand on the cleint end, and it's a simple interface. It's not hard to understand, it's not loaded down with "extra fluff" that I don't need and my clients aren't interested in. But the most helpful and beneficial parts about this tool is having everything in one place and not having to bounce around from tool to tool to do my job everyday. I'm an overthinker when it comes to drafting a document or an email. I will revise a million times and I'm not satisfied until it's absolutely perfect. As you can imagine, this is a huge time-killer for me. 17hats may not be able to completely eliminate my problem but they sure have save me alot of time each day by having templates for email and documents.
