17hats

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CRM + Small Business Management Software Solution

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses 17hats

"Small business owners and freelancers often turn to 17hats because it helps manage the everyday paperwork that comes with running a client-based business. Quotes, contracts, invoices, and follow-ups can all be handled without jumping between different tools. It works well for solo operators who need to stay organized without hiring extra help. That said, growing teams or businesses with multiple employees may find the platform feels a bit limited as their workflow needs expand."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

17hats Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$60 / month
Free Trial7 Days
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

17hats Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About 17hats

17hats is an all-in-one business management software for small businesses and freelancers designed to simplify client management, automate workflows, and streamline daily operations. Built for entrepreneurs, consultants, and creative professionals, the platform combines essential tools like CRM, online scheduling, invoicing, contract management, and payment processing into a single centralized system. This eliminates manual administrative work and helps business owners stay organized while delivering a professional client experience.

With powerful automation features such as workflow templates, automated emails, task tracking, and client portals, 17hats allows users to manage leads, onboard clients, and track projects efficiently. Its intuitive dashboard provides visibility into business performance, financial activity, and client communication. By reducing repetitive tasks and improving operational efficiency, 17hats helps small businesses save time, increase productivity, and focus on growing revenue and building stronger client relationships.
Company 17hats
Founded 2014
Headquarters United States
Employees 1-10

Support

Email Chat

Training

Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android

Typical Customers

Self-Employed Small-Business
Languages Supported 1 language available
English
Industries Served 3 industries available
Information Services Information Technology & Services Photography

Why Choose 17hats

Problem it Solves

  • Problem it Solves Streamlines Business Management For Freelancers And Small Business Owners

Target Users

  • Target Users Freelancers
  • Target Users Solopreneurs
  • Target Users Small Business Owners
  • Target Users Creative Professionals
  • Target Users Consultants

Core Use Case

  • Core Use Case Manage Client Projects
  • Core Use Case Automate Workflows
  • Core Use Case Track Time And Expenses
  • Core Use Case Send Invoices And Quotes
  • Core Use Case Schedule Appointments

USP

  • USP Streamline Your Business With All-in-one Management Software

Pros

  • Pros All-in-one platform covers contracts, invoicing, and client management together
  • Pros Automated workflows reduce manual follow-ups for solo business owners significantly
  • Pros Questionnaires and lead capture forms convert prospects without extra tools
  • Pros Booking system syncs with calendar to eliminate scheduling back-and-forth
  • Pros Client portals give customers a clean space to review documents
  • Pros Payment processing built in, so chasing invoices feels less painful
  • Pros Templates for contracts and emails save real setup time upfront
  • Pros Genuinely built for freelancers and solopreneurs, not watered-down enterprise software

Cons

  • Cons Reporting depth may not satisfy analytics-heavy dental group practices
  • Cons Onboarding complexity grows noticeably as practice size and locations scale
  • Cons Pricing structure favors larger groups, leaving smaller clinics underserved
  • Cons Mobile experience feels limited compared to the full desktop platform
Editorial Buyer Guidance

Who Is 17hats Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Business Management For Freelancers And Small Business Owners

Target Users

  • Freelancers
  • Solopreneurs
  • Small Business Owners
  • Creative Professionals
  • Consultants

Core Use Cases

  • Manage Client Projects
  • Automate Workflows
  • Track Time And Expenses
  • Send Invoices And Quotes
  • Schedule Appointments

Unique Selling Point

Streamline Your Business With All-in-one Management Software

Strengths and Limitations

17hats Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • All-in-one platform covers contracts, invoicing, and client management together
  • Automated workflows reduce manual follow-ups for solo business owners significantly
  • Questionnaires and lead capture forms convert prospects without extra tools
  • Booking system syncs with calendar to eliminate scheduling back-and-forth
  • Client portals give customers a clean space to review documents
  • Payment processing built in, so chasing invoices feels less painful
  • Templates for contracts and emails save real setup time upfront
  • Genuinely built for freelancers and solopreneurs, not watered-down enterprise software
!

Cons

  • Reporting depth may not satisfy analytics-heavy dental group practices
  • Onboarding complexity grows noticeably as practice size and locations scale
  • Pricing structure favors larger groups, leaving smaller clinics underserved
  • Mobile experience feels limited compared to the full desktop platform
Category-Based Capabilities

17hats Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Business Performance Management Software 22 selected features Open category ↗ ⌄
Scorecards Visual Analytics Key Performance Indicators Trend Analysis Budgeting/Forecasting Reporting/Analytics Progress Tracking Predictive Analytics Performance Metrics Financial Management Ad hoc Reporting Dashboard Data Visualization Strategic Planning Goal Setting/Tracking Data Management Collaboration Tools Data Extraction KPI Monitoring Benchmarking Activity Planning Artificial Intelligence
Business Management Software 29 selected features Open category ↗ ⌄
Performance Metrics Inventory Management Purchasing & Receiving Calendar Management Quotes/Estimates Contact Management Customizable Fields Employee Management Training Management Workflow Management Accounting Financial Management Marketing Automation Task Management Client Management Project Management Billing & Invoicing Third Party Integrations Access Controls/Permissions CRM Point of Sale (POS) Document Management Email Management Purchase Order Management Order Management Time & Expense Tracking Invoice Management Client Portal Artificial Intelligence
Project Management Software 33 selected features Open category ↗ ⌄
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates Artificial Intelligence
Business Process Management Software 27 selected features Open category ↗ ⌄
Business Process Automation Drag & Drop Access Controls/Permissions Reporting/Analytics Configurable Workflow Process Change Tracking Business Process Control Forms Management Customizable Templates Workflow Management No-Code Third Party Integrations Approval Process Control Collaboration Tools Document Storage Process Modeling & Designing Task Management Audit Trail Customizable Fields Monitoring Email Management Data Visualization Calendar Management User Management Graphical Workflow Editor Forms Automation Artificial Intelligence
Event Management Software 26 selected features Open category ↗ ⌄
Payment Processing Budgeting/Forecasting Weddings/Parties Badge Management Room Block Management Discount Management Sponsorship Management Attendee Management Website Management Email Marketing Social Promotion Barcode/Ticket Scanning Registration Management Volunteer Management Credit Card Processing Contact Management Conferences/Conventions Reporting/Analytics Support Ticket Management Event Scheduling Exhibit/Vendor Management Calendar Management Ticketing Speaker Management Expense Tracking Artificial Intelligence
Online CRM Software 34 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions Artificial Intelligence
Lead Management Software 29 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management Artificial Intelligence
Task Management Software 31 selected features Open category ↗ ⌄
Task Scheduling Task Editing/Updating Task Progress Tracking Commenting/Notes Calendar Management Real Time Notifications Gantt/Timeline View Create Subtasks Gamification Activity Tracking Prioritization Collaboration Tools To-Do List Project Planning Reporting/Analytics Document Management Task Board View Alerts/Notifications Assignment Management Status Tracking Email Management Recurring Tasks Project Tracking Time Tracking Task Tagging Deadline Management File Management Spreadsheet View Parent Task Search/Filter Artificial Intelligence
Appointment Scheduling Software 21 selected features Open category ↗ ⌄
Automated Scheduling Appointment Management Customer Database Credit Card Processing Client Portal Electronic Payments Billing & Invoicing Recurring Appointments Client Management Online Payments Calendar Management Multi-Location SMS Messaging Group Scheduling Online Booking Website Integration Availability Management Mobile Access Booking Management Email Management Artificial Intelligence
Tutoring Software 31 selected features Open category ↗ ⌄
Automatic Grading Calendar Management Appointment Management Event Scheduling Learning Paths/Tracks Reminders Learning Management Website Integration Invoice Processing Parent/Student Portal Client Management Credit Card Processing Attendance Management Progress Reports Multiple User Accounts Billing & Invoicing SMS Messaging Self Service Portal Employee Management Lesson Notes Availability Management Invoice Management Online Classes Class Scheduling Communication Management Multi-Location SMS Reminders Interactive Learning CRM Document Management Artificial Intelligence
Customer Communications Management Software 20 selected features Open category ↗ ⌄
Template Management Workflow Management Third-Party Integrations CRM Interaction Tracking Content Management Activity Dashboard On-Demand Communications Personalization Multi-Channel Communication Interactive Content Video Support Customer Database Chat/Messaging Reporting & Statistics Batch Communications Customer History Alerts/Notifications Feedback Management Artificial Intelligence
Payment Processing Software 20 selected features Open category ↗ ⌄
Electronic Signature Billing & Invoicing In-Person Payments Recurring/Subscription Billing Payment Fraud Prevention Payment Processing Data Security Electronic Payments Multiple Payment Options Payment Processing Services Integration Point of Sale (POS) Online Payments Reporting/Analytics Debit/Credit Card Processing ACH Payment Processing Mobile Payments PCI Compliance Third-Party Integrations Multi-Currency Artificial Intelligence
Photography Studio Software 14 selected features Open category ↗ ⌄
Marketing Automation Calendar Management Billing & Invoicing Customer Database Proposal Management Electronic Payments Digital Signature Client Management Contract/License Management Appointment Scheduling Lead Management Email Marketing Quotes/Estimates Artificial Intelligence
Proposal Management Software 16 selected features Open category ↗ ⌄
Collaboration Tools Document Management Content Library RFP Management Contact Management Proposal Generation Templates Version Control Workflow Management Audit Trail Automatic Formatting Knowledge Base Management Electronic Signature Reminders Approval Process Control Artificial Intelligence
Scheduling Software 22 selected features Open category ↗ ⌄
Real-time Scheduling Online Booking Reporting & Statistics Availability Management Group Scheduling Automated Scheduling Multi-Location Self Service Portal Calendar Management Customer Database Timesheet Management Access Controls/Permissions Room Booking Appointment Scheduling Calendar Sync Alerts/Notifications Third-Party Integrations Mobile Access Reminders Booking Management Task Scheduling Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning Artificial Intelligence
Connected Applications

17hats Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

17hats Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial 7 Days
Free Version NA
Payment Frequency Annual Subscription, Monthly Subscription
Pricing Page ↗
Verified User Feedback

17hats Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a 17hats Review ↗
5.0
Based on 2 approved reviews
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Liz A.
Liz A. Owner

17hats Makes Running My Business a Breeze

I’ve been using 17hats since 2015, and it’s honestly been a game-changer for keeping my business organized. Invoicing is super easy, and the support team is incredible—they’re always there when you need them. I love it so much that I’m an Ambassador, help teach workshops, co-wrote part of their certification curriculum, and even showcased the platform at Shutterfest 2022! My team sets up multiple accounts for clients every year because it’s that reliable. If you run a small business and want to simplify things, 17hats is the way to go. I haven’t found anything I dislike—10/10, highly recommend.

Reviewed on August, 2024
crystal V.
crystal V. Owner

All-in-One Tool for Small Business

I’ve been using 17hats since it started 10 years ago, and it has everything I need at a reasonable price. I love how it handles all aspects of my business—income and expense tracking, billing and contracts, automated client reminders, and even email templates. It really covers everything you need for managing both your business and your customers. I haven’t run into anything I don’t like—it just works perfectly.

Reviewed on March, 2024
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Frequently Asked Questions

17hats FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

17hats is an all-in-one business management software for small businesses and freelancers designed to simplify client management, automate workflows, and streamline daily operations. Built for entrepreneurs, consultants, and creative professionals, the platform combines essential tools like CRM, online scheduling, invoicing, contract management, and payment processing into a single centralized system. This eliminates manual administrative work and helps business owners stay organized while delivering a professional client experience.

With powerful automation features such as workflow templates, automated emails, task tracking, and client portals, 17hats allows users to manage leads, onboard clients, and track projects efficiently. Its intuitive dashboard provides visibility into business performance, financial activity, and client communication. By reducing repetitive tasks and improving operational efficiency, 17hats helps small businesses save time, increase productivity, and focus on growing revenue and building stronger client relationships.

  • No, 17hats does not offer a free version.

  • Yes, 17hats offers a free trial.

  • No, Credit Card details are not required for the 17hats trial.

  • 17hats supports the following payment frequencies:

    • Annual Subscription , Monthly Subscription

  • No, 17hats does not offer an API.

  • 17hats can be integrated with the following applications:

    • QuickBooks Online , Zoom Meetings , Gmail , Microsoft Outlook , Zapier , Google Contacts

  • 17hats offers support with the following options:
    • Email , Chat

  • 17hats offers training with the following options:
    • Webinar , Documentation

  • 17hats supports the following languages:
    • English

  • Following are the typical users of the 17hats:
    • Self-Employed , Small-Business

  • 17hats supports the following deployment:
    • Cloud Hosted

  • 17hats supports the following devices and operating systems:
    • Web-Based , iPhone , Android
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