Description de 17hats
17hats fournit une plateforme unique et centralisée pour les communications client, les propositions, les contrats, les paiements en ligne, la gestion de projet, la comptabilité, la gestion des clients, etc. Conçu pour éliminer les tâches superflues, 17hats rationalise celles-ci avec des modèles et des flux de travail automatisés. À la maison ou en déplacement, plus de 40 000 entrepreneurs s'aident de 17hats pour organiser, systématiser, recevoir les paiements plus rapidement, développer leur activité et fidéliser davantage de clients.
Qui utilise 17hats ?
Entrepreneurs à la tête de petites entreprises.
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Avis sur 17hats
Small business owners wear a lot of hats, this helps to manage many of them easily
Commentaires : 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.
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.
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.
Alternatives envisagées :
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.
It’s comprehensive. I was looking for an all-in-one solution for booking, invoicing, and workflow management.
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.
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.
I liked the idea of templates, streamlining and having everything in one place.
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.
Alternatives envisagées :
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.
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!
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.
Alternatives envisagées :
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.
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.
I am not missing anything, it's my favorite software and I use it multiple times a day.
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