17hats

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

17hats as a Photographer (solo owner)

Comentários: In short, was drawn into the service to help cut down the number of software services and just use one service, but the cost was too high for the product I got. I also heavily rely on being able to be mobile AND use my desktop on or offline -- which was not available and the mobile app is not that great. Overall, left feeling like I invested in a waste of money with a frustrating experience... this was my first experience using something robust and I then moved on to find other solutions.

Vantagens:

I love an all-in-one service that can combine these features: - Invoice / expense management - scheduling online for clients - CRM style contact management - workflows and templates to make my life easier - nice to look at and easy ux The idea was there but some work needed to go into the original feature development. A lot of the helpful features felt confusing and a pain to set up. Might be better now but when I used it it was such a headache I did not use a lot of the features that drew me in.

Desvantagens:

The software is bundled up to draw you in for your one-stop shop for the list of things I stated. However, one of my biggest pet peeves with up-and-coming companies is their lack of focus to improve the functions of their initial systems in play. After their successful launch and drawing me into their somewhat expensive annual fee, I felt they kept working on new features instead of improving current features that could have used some attention for better UX. I got so frustrated with this that I left. Feeling that I was constantly being asked to spend more money on new features that I did not want.

Should I stay or should I go?

Vantagens:

It allows you to organize all clients in one area for all members of the team. There are so many options to utilize...but quite a few of the email functions are faulty.

Desvantagens:

Emails fail to send on multiple occasions. Scheduled emails fail to send on occasions. Its frustrating to type out a detailed email to a client and then press send; only to find out that it never sent. Time is wasted. Some "insert" links work, while others don't. I understand that "user error" can be the case on some occasions, however, if it works on certain days and not on others...its the system.

Efficient and User Friendly Software Management

Comentários: 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.

Vantagens:

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!

Desvantagens:

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!

Comentários: 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.

Vantagens:

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.

Desvantagens:

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