#1 most frequent
United States of America
81.7%1,965 installations of 2,404
What is 17hats?
17hats from the company of the same name in Pasadena is a small business management solution presenting an all-in-one solution for contacts, projects, leads, quotes and invoicing.
Categories & Use Cases
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
Areas for Improvement
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 7.4
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Who Buys & Uses 17hats
#2 most frequent
Canada
6.6%158 installations of 2,404
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
6.1%146 installations of 2,404
17Hats saves me tons of time & helps me keep my clients happy.
Pros
- I like the automated workflows that I can set up that run without me, but still look professional and give a great client experience.
- It's really convenient that you can pull financial information into it as well.
- I love how I can create and store templates for all of my offers to onboard my clients and their contracts as well.
Cons
- Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
Return on Investment
- It's saved me and my VA tons of time from having to manually send invoices, contracts, intake forms, etc.
Usability
Great for Client Onboarding Automation
Pros
- Invoicing
- Creating online questionnaire
Cons
- Cheaper credit card charges
- Ability to tweak their questionnaires a bit more
Return on Investment
- ROI - Saves me time on creating invoices and questionnaires.