Opiniones de 17hats

Small business owners wear a lot of hats, this helps to manage many of them easily

Comentarios: This truly lives up to its name. I'm not sure how many hats it helps me with as a small business owner, but it sure is close to 17. It saves me time on a daily basis by automating my contracts, invoices, and payment acceptance. I heartily recommend this to anyone who needs a little more time to do work of their business rather than the business of the business.

Puntos a favor:

Allows me to create invoices and automate monthly billing. Separates billable work by project. Supports multiple users. Integrates with several payment gateways to automate payments. Handles invoice reminders. Helps with prospecting by providing web publishable intake forms. Includes workflow designs that automate and track projects by stages. One huge thing this has done for us is to streamline the quote to contract to invoice process. Each is handled and triggered by the previous step. We create quotes and upon acceptance the agreement is sent. Upon electronic signature of the agreement the invoice is created and sent. It provides some lightweight bookkeeping features but also integrates with Quickbooks Online.

Contras:

We deal with some billing that requires calculation in sub-penny increments and the billing suite performs rounding errors because it cannot calculate below 2 decimal places. I also wish there were a full api for lead intake. The lead forms work well, but cannot be styled to match the landing pages we use for inbound marketing.

The Potential Is There!

Comentarios: I was looking for a platform that could serve several functions at a reasonable price point. I found it in 17 Hats, and I’m always learning something new.

Puntos a favor:

It’s comprehensive. I was looking for an all-in-one solution for booking, invoicing, and workflow management.

Contras:

The Booking function doesn’t have all the features you see in other booking platforms such as manual scheduling and schedule blocking. It’s a little clunky but I believe it’s still being developed.

Poor Quality

Comentarios: Pretty awful. I learned of 17 hats at a convention. I am in the wedding industry and create one of a kind ceremonies for couples. After speaking with the reps, I was convinced that 17 hats would be easy and be of great help for streamlining my business. I spent at least 30 hours watching videos and inputting data, templates, questionnaires and still was not successful. It seemed to be an endless learning curve for me. I even bought the business tips videos at an additional fee thinking that would help. It was more about how to grow my business rather than helping me understand 17 hats. Once I decided to close my account, they were helpful in guiding me however, they did not ask me what they could have done better. Very disappointing.

Puntos a favor:

I liked the idea of templates, streamlining and having everything in one place.

Contras:

Where do I begin? Customer service is only via text messaging or email and response takes up to 3 hours. I cannot speak to anyone on the phone which was extremely frustrating. All the learning is through videos and I think the videos are well done, however, I prefer a more personal approach. The learning curve for me was extremely high as I am not a techy person to begin with. I even bought the additional business tips videos and that was more of a how to grow my business verses how to work with 17 hats. Eventually, I gave up because there was so much to learn. It was a complete waste of my time and money.

Efficient and User Friendly Software Management

Comentarios: Overall, I love that I can organize my projects, send quotes, contracts and invoices all from the same place. I also love that I have streamlined workflows for each different type of project all saved in 17Hats.

Puntos a favor:

I love 17Hats. I use it for every single one of my projects and I love the organization it provides me within my business. My workflow is so streamlined thanks to 17Hats!

Contras:

The only downside that I can see about 17Hats is that the quality of their bookkeeping is not as thorough or beneficial as other accounting software. I have to manually enter all of my expenses and I wish there was an option for me to take pictures of my receipts. I also wish I had the ability to automate some of my monthly/annual expenses so that I didn't have to enter them every time.

I have MORE THAN 17 reason I love 17 hats!

Comentarios: I've been using 17hats for more than 5 years. It has keep my business looking professional and has kept me organized and on track. I don't miss a thing thanks to the reminders, the calendar and dashboard. I love the easy of templates and how simply I can set up a scheduling option for my clients.

Puntos a favor:

I love that this CRM literally has everything you would need to run a small business. The client database, bookkeeping, scheduler, invoicing, and calendar are the features I use the most. I love how organized I am thanks to 17 hats.

Contras:

I am not missing anything, it's my favorite software and I use it multiple times a day.

3 YEARS IN

Comentarios: Lifelong Client. I always wait until the Black Friday Sale every year and buy an entire 2-3 year package, such a good deal!

Puntos a favor:

Crisp and clean layout. Ease of use. Tutorials help get you started. Great Template Options Connects Bank account for bookkeeping/categorizing personal expenses or business expenses Easily switch from Square to PayPal to accept payments. The list goes on and on...it is truly a hit...

Contras:

I wish they had a feature that texted reminders to clients about their upcoming appointments. This would be SUCH a helpful feature. Does not let you see YTD Sales for previous years.

Business Management Software that offers unrivaled value

Comentarios: 17Hats powers my small business. From lead acquisition, to contract fulfilment, 17Hats does just about everything for me including marketing, payment collection and more. PLUS everything is automated so my time is not wasted on chasing clients or emailing hot leads.

Puntos a favor:

1. Accepts ACH Payments through Stripe (Saves me $1000's on credit card fees) 2. Marketing Automation 3. Built-in Contract Management 4. Easy to Use 5. Constantly being improved

Contras:

There are no reporting features. I have to use Zapier to link to other software

One stop Organization of Business

Comentarios: When we first started we had to log into 5-6 different websites to access different business solutions and it felt impossible to remember everything. 17hats has helped us from feeling overwhelmed with all the different aspects of running a small business. It's​ like having a personal assistant to keep you on track.

Puntos a favor:

Having one place for our invoicing, bookkeeping​, calendars & workflows has helped us tremendously​. We definitely feel like fewer​ things get overlooked because it is all right there in the same place.

Contras:

It would be helpful to have some options to better organize the document & email section. Maybe ​a folder feature so we can go in and edit the email templates from there instead of through an active workflow. This would be helpful when we need to just find all the emails in regards to a specific type of workflow to make overall changes.

17hats Streamlines The Business

Comentarios: Powerful tool that saves time and effort, with some drawbacks to me.

Puntos a favor:

17hats has an easy-to-use interface that allows you to manage all aspects of your business from a single platform. Great integrations with other business tools also.

Contras:

The platform has a steep learning curve thats wy being somoe hard to understand at first. Csutomer support should improved there might be long wait times and unhelpful responses.

Great tool for small businesses

Puntos a favor:

Having everything under one hood -- PM, scheduling, bookkeeping, CRM, etc.Google integration is the best I've seen for a PM tool -- especially the way it pulls in appropriate emails for projects.

Contras:

My main complaint is that they charge for educational seminars to help their users use their software better. They could definitely be more customer service oriented by recording these seminars and providing access to them to all of their customers. It's to their benefit that we can use the software at a deeper level.Calendar/scheduling app isn't quite as slick as Calendly, but does a good enough job.Workflows could be helpful, but still struggling a little with how to set them up and connect them, and ensure that they work in a way that feels human and smooth.

Easy to use and very functional

Comentarios: Overall worked well, just lacked features I needed.

Puntos a favor:

It is easy and affordable. It was simple to set up and provided an easy to use interface for my clients.

Contras:

Lacked features like lead tracking which is key for my business. It just seemed very entry level and while it worked at first, I needed more features.

17hats is an all in one system that lacks a few integral things

Comentarios: Overall it's worth it to have emails and client documents in one system. It's easy enough for the clients to use too. It's pretty slick but I don't feel like it's truly an all-in-one system. If it had a built in scheduler or worked with Acuity, plus was more like Xero for financials, I'd be happy!

Puntos a favor:

I love how easy it is to send an agreement, questionnaire, and invoice to a new client. Everyone raves at how much they love my clients systems because it's so easy to use. It makes booking in new clients a breeze.

Contras:

17hats falls short on the bookeeping and financials. I find it's not robust enough to really even help me keep track of my money. I end up having to use outside financial systems like Xero or GoDaddy Outright because of this. The added expense isn't fun.

17hats helps organize and systemize

Comentarios: The implementation team was so helpful and showed us how to continue to build on the basics so that we can really use it to it's full potential. Our private tour business has grown becasue of 17hats.

Puntos a favor:

This tool really helps create a simple and cohesive process for all of your quotes. You can easily build templates for every service and email and quote. It has been a time saver and it has allowed us to work better as a team to satisfy all requests because it creats transparency for us all. We always know what the other has quoted or said. The bookeeping tool is also a timesaver!

Contras:

It would be great to be able to use this as a bit of a marketing tool to send blast information to all contacts.

I've been using 17hats for about a year now and it has been fantastic.

Comentarios: It helps me run my business seamlessly and allows me the opportunity to provide a high level of customer service to my clients.

Puntos a favor:

I like all the add on's that they have for use like the templates, the ability for customers to simply click one time to pay their invoice once it's emailed. There are so many features that make this platform amazing!

Contras:

I wish that there was more integration with other platforms, like Hubspot for CRM or SalesForce, just because 17hats is not as robust in that regard. I wish that you could use multiple timers at one time, because I am constantly working for multiple clients back and forth throughout each day. Sometimes it also seems that there is a delay in how fast the platform processes data. I can click on a project and it will take up to 6 seconds for it to recognize that, and it's not a computer error either, as I checked.

Amazing CRM Software with incredible support

Puntos a favor:

17hats does so much more than just the basics. It manages incoming leads, turns them into invoices, and allows me to set up workflows so the system does much of the work for me. It has saved my company a ton of time and probably money, too. The support team is incredibly responsive and helpful.

Contras:

The accounting is lacking, but it's not meant to be a primary accounting software. It has the ability to sync with Quickbooks Online which works.

Easy way to manage my photography Clients

Comentarios: The ability to organize all of my Clients into a project where I can see their communications, contracts, and invoices at a quick glance.

Puntos a favor:

This system makes it really easy for me to manage my photography Clients and Second Shooters (Independent Contractors). I love that I get a text alert when I have a new lead, and that I can create inquiry questionnaires that can be imbedded directly into my website. The integration with Gmail and PayPal makes things very easy for services I had already set up for my business. I admittedly don't use all of the features offered in 17hats, but love the ones that I do utilize!

Contras:

The insert token/attribute option doesn't always work as expected for my contracts. When I preview them there are a lot of things that end up looking a little funky in regards to spacing. I've taken a lot of time going back and forth to fix these issues before sending to a client.

17hats Really Straightens Project Management

Comentarios: I needed a way to organize my projects and to organize my clients' information as well.

Puntos a favor:

I liked 17hats for its simplicity of organizing my projects and to provide a centralized location to contain all of the information discussed with the clients and to contain an ongoing progress of projects.

Contras:

I feel that it's a little rigid. There is not really a flexible way to connect projects and or to arrange all of the projects under a central clients.

I have been using it for 2 years with 2 brands

Puntos a favor:

The ease of flow for customers from their own backend login, to questionnaires to invoice to contract and then payment

Contras:

The iPhone App still is very basic and not easy for accomplishing anything it is basically just for viewing documents and invoices

Helped streamline workflow

Puntos a favor:

We use this for everything with our family handyman business and it creates a more professional front than we had before, more organization and efficiency for us on the business side and was easy to teach our office staff member to use.

Contras:

Once when we had an issue with the platform being inaccessible/down for us, the customer support response was on the slow side.

17 Hats for Business

Comentarios: Overall, we did not end up continuing our services with this company. While the site is well done, easily understood and accessible, we needed a program that was more easily manipulated to fit our product and business.

Puntos a favor:

This software gave us the flexibility and the organization we were craving in business. The ability to schedule and time emails form events, organize leads and sign contracts were things that we had been seeking for years. Additionally, the interface was very use friendly and easily understood.

Contras:

This product was not the best fit for us, as many of the main benefits were not what we were looking for. Additionally, the program would not communicate with other programs that we already purchased as a business. The benefits were very much geared towards small businesses, and were not user friendly with some of our larger more hands on events

A bit clunky, but can still help streamline your business

Comentarios: I tried out 17hats when I was comparing different CRMs and it just didn't meet my needs. I've worked with clients who use it and love it, so it comes down to personal preference and needs in the end.

Puntos a favor:

It has some great features for client management, such as relatively granular permissions control within the client portal

Contras:

It's not very well-designed. You have to search around to find things a lot of the time and some of the ways the interface is set up just plain don't make sense. I hate the user experience, but that part is my personal preference.

17hats to wear - 1 app to use

Comentarios: 17hats is a one stop shop type of app. It is perfect for the Solo Entrepreneur. The feature I most enjoyed was the contract/invoice system. As a graphic designer, I could send a service agreement style contract to a client to have him or her first sign that they agree to the terms set forth in the agreement. Immediately upon submitting the e-signature, the client receives the attached invoice which can be set up for full or installment payments. This takes away the need for paper documents and tracking. All of this is set up with one system.

Puntos a favor:

I like that there are multiple tools built into one app. I used several before switching to 17hats. I found it easy to use. I was up and running very quickly. It integrates will with payment systems. Most importantly the clients I used it with did not seem to have trouble paying invoices through the app. Finally the electronic contracting invoicing and signature system cuts back on a lot of paperwork and no additional service is needed to use these features.

Contras:

Pricing - I am a small company just starting out. I opted to stop using 17hats because there were not enough of options with the payment plan. While I did find a cheaper option I wish I still had access to the great features 17hats has to offer.

Nice product but the tech support team is useless.

Comentarios: I like it for CRM but invoicing is crippled by bad design and very limitedoptions.

Puntos a favor:

easy to use is nice. CRM is effective. I wish they would allow the product to improve with customer feedback.

Contras:

support team will not listen to customer feedback or requests.

Not as easy as I thought it should be.

Comentarios: It was to much and not very user friendly.

Puntos a favor:

I liked the idea that this software could help me keep everything organized.

Contras:

I felt like i spent more time learning the software then actually using it.

A great product that will cover everything a small business needs!

Comentarios: I have been using 17hats for over a year now and I absolutely love it. I had bounced from program to program to manage my companies daily needs in accounting and project management but when I found 17hats I abandoned them all for 1 program. I have the ability to manage mu customers, automate invoices, keep track on my book keeping, set up work flows with auto triggers, manage my calendar, lead management, and more! If you have a small business then I would strongly recommend you checking them out!

Puntos a favor:

Having all the tools I need in 1 spot to manage the daily business needs.

Contras:

Needs a more robust phone app covering all the areas the website covers.