Avis clients sur 17hats

Incredible 17hats !

Commentaires : This software is a real ALL-IN-ONE. Managing everything efficiently with just one program is just incredible. It simplifies work and life, at an affordable price. And there's even a free trial!

Avantages :

I love this software. It helps me to manage my time, tasks, opportunities and contacts efficiently and productively, and therefore to forecast sales. And all this with an easy-to-use interface and the possibility of winning new customers.

Inconvénients :

The software works very well, nothing to complain about. On the contrary, I highly recommend it.

The Potential Is There!

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Commentaires : 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.

Avantages :

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!

Inconvénients :

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!

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

3 YEARS IN

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

Avantages :

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...

Inconvénients :

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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

One stop Organization of Business

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

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

Avantages :

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.

Inconvénients :

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.

Okay

Commentaires : It was a good start for my business.

Avantages :

It had a good tracking for when documents were sent to clients.

Inconvénients :

The payment integration cost more and since it’s an essential feature, it is a steep cost. Especially when we already pay the payment managers merchant fees as well. Also, the software doesn’t offer inventory management, which is why I left.

Easy to use and very functional

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

Avantages :

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

Inconvénients :

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

Commentaires : 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!

Avantages :

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.

Inconvénients :

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

Commentaires : 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.

Avantages :

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!

Inconvénients :

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.

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

Avantages :

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!

Inconvénients :

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

Avantages :

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.

Inconvénients :

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

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

Avantages :

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!

Inconvénients :

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

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

Avantages :

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.

Inconvénients :

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

Avantages :

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

Inconvénients :

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

Avantages :

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.

Inconvénients :

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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

Great tool for small businesses

Avantages :

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.

Inconvénients :

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.

So many features for the price point, it was a no brainer

Avantages :

We needed a database that had the ability to connect with Gmail and send digital contract for online signatures. The digital contract functionality alone pays for the product, as other digital contract programs alone are double the price. Having a complete database tool that allows for this included in the cost is perfect.

Inconvénients :

You can't add custom fields for contacts or projects so this makes the database functionality extremely limiting. My client is a home inspection company that also hosts training courses for other home inspectors, works with real estate agents and project managers, and has preferred partners. This makes it very difficult to differentiate between contact types and add the field we need. We'd pay a little more for this functionality if it was available.

17 hats where it all began...

Avantages :

I started using 17 hats for. The scheduling and signed client agreement functionality.

Inconvénients :

I did not like how projects were organized. This may have changed since I used the product.

Great tool for any small business!

Avantages :

This tool does so much! I love how professional my invoices, quotes and contracts look and I love the ability to set up work flows. I couldn't run my business with it.

Inconvénients :

My complaints are very minor. I wish I could choose the timeline for follow up emails on late invoices. I wish ACH transactions cleared faster. But overall there's hardly anything I'm left wishing for, it fills all my business administration needs.

Outstanding product from day one - one of the first users

Avantages :

17hats was an incredible concept from day one and has continued to evolve over the years.

Inconvénients :

As features were added, costs increased, making it unaffordable for our business.