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17hats: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: 17hats
Brand: 17hats
Rating: 4.46 (1146 reviews)

4.46 5

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(1146)

A Perfect Business Tool For Solopreneurs -17hats

17hats Overview

17hats is an all-in-one business management and CRM software for solopreneurs. Lead management, booking, payment, and scheduling are streamlined and automated in one platform.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Communication Management, as the business use cases that they have been most satisfied with while using 17hats.

Other use cases:

Capturing Leads
Generation Of New Leads
Contact List Management
Lead Management
Engaging And Following Up
Billing And Invoice Management
Lead Tracking

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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using 17hats.

Other priorities:

Improve Stakeholder Relations
Scale Best Practices
Increase Sales & Revenue
Improve Digital And Social Presence

See all business priorities See less business priorities

17hats Use-Cases and Business Priorities: Customer Satisfaction Data

17hats works with different mediums / channels such as E-Mail, Phone Calls, and Website,

17hats's features include Templates, Personalization, Capture Form, etc.

Reviews

"Before 17hats, my balloon decorating business was disjointed. I had systems in place but none of them worked together. With 17hats, I’ve been able to combine all of my clunky systems into one smooth workflow. 17hats is my employee of the month, ever...y month." - Sara Meyer

17hats, Time doctor, Kernel IMAP Backup Tool, Fyle, Dubsado CRM, etc., all belong to a category of solutions that help Collaboration and Productivity. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for 17hats

Top Industries

Food & Beverages
Design
Marketing and Advertising

Popular in

Small Business
Enterprise
Mid Market

17hats is popular in Food & Beverages, Design, and Marketing And Advertising and is widely used by Small Business, Enterprise, and Mid Market.

Comprehensive Insights on 17hats Use Cases

How does 17hats facilitate Sales Document Management?

The software enables users to manage sales documents such as contracts, quotes, and invoices within a single platform. Users can create customized contracts, obtain electronic signatures, and automatically generate invoices upon contract signing. The software lacks the ability for clients to share files and documents directly with users through the platform.

"...When the person accepts the quote, they then get sent the contract...." Peer review by Verified Reviewer, Marketing and Advertising

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How does 17hats facilitate Workflow Management?

17hats facilitates streamlined project management by organizing tasks, automating repetitive processes, and tracking progress across all stages. The platform offers customizable workflows and pre-built templates for efficient project execution. While the platform offers extensive features, its limited search capabilities can hinder the efficient retrieval of specific emails related to workflows.

"...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!..." Peer review by Joshua R., Owner

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How can 17hats enhance your Communication Management process?

How efficiently Does 17hats manage your Capturing Leads?

How does 17hats address your Generation Of New Leads Challenges?

28+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well 17hats solved their Collaboration and Productivity needs. Cuspera uses 1146 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Collaboration and Productivity needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Sara Meyer Balloon Artist	Before 17hats, my balloon decorating business was disjointed. I had systems in place but none of them worked together. With 17hats, I’ve been able to combine all of my clunky systems into one smooth workflow. 17hats is my employee of the month, every month. Testimonial By Sara Meyer
Bianca Fortney Influencer	Working with 17hats has made my life and business so much better. 17hats has brought much needed organization to my invoices and contracts. I couldn’t be happier with choosing 17hats for my business! Testimonial By Bianca Fortney
Trevis Bailey Designer	In 10 years of business, I’ve never been able to separate what I love to do from what the business needs are. Automation with 17hats has given me more freedom to focus more time on my clients’ needs and less time in the weeds of my business. Testimonial By Trevis Bailey

CUSTOMERS	TESTIMONIALS
Sara Meyer Balloon Artist	Before 17hats, my balloon decorating business was disjointed. I had systems in place but none of them worked together. With 17hats, I’ve been able to combine all of my clunky systems into one smooth workflow. 17hats is my employee of the month, every month. Testimonial By Sara Meyer
Bianca Fortney Influencer	Working with 17hats has made my life and business so much better. 17hats has brought much needed organization to my invoices and contracts. I couldn’t be happier with choosing 17hats for my business! Testimonial By Bianca Fortney
Trevis Bailey Designer	In 10 years of business, I’ve never been able to separate what I love to do from what the business needs are. Automation with 17hats has given me more freedom to focus more time on my clients’ needs and less time in the weeds of my business. Testimonial By Trevis Bailey

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Making that Cake Food & Beverages	Food & Beverages	Case Study Making That Cake How 17hats allows Angela to run her business more smoothly and efficiently by automating many of her daily tasks Read More
Making that Cake Food & Beverages	Food & Beverages	Case Study Making That Cake How 17hats allows Angela to run her business more smoothly and efficiently by automating many of her daily tasks Read More
Making that Cake Food & Beverages	Food & Beverages	Case Study Making That Cake How 17hats allows Angela to run her business more smoothly and efficiently by automating many of her daily tasks Read More

Video

17hats Lead Source Reporting Tutorial

Frequently Asked Questions(FAQ)

for 17hats

What is 17hats?

17hats is a Business Management software for small businesses that provides a fully integrated platform and automation of all the regular business processes.

17hats Organization feature includes a Contact repository, a Dashboard showing important events and tasks, Project Page that enables storing of documents, events, contacts and notes and to-do lists for Contacts. The Document feature holds tools for Invoice creation, Quotes, Contracts, Document templates, Questionnaires, Automated response for Document completion and automated reminders for due Documents.

The Money feature includes Online Payment systems, Recurring Billing and Recurring Invoices, Payment schedules and other related payment options. Some of the other features are Branding for providing the visibility and professional look with the customizable text, font and colors, Email feature providing templates and Incoming and Outgoing email organization and send.

What is 17hats used for?

17hats is a Collaboration and Productivity Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Sales Document Management, Workflow Management and Communication Management .