- Lead Capture : Collect new leads through customizable forms that feed directly into the system, which helps businesses respond quickly and convert prospects into paying clients.
- Templates Library : Provide ready-to-use templates for emails, contracts, and documents that ensure consistency, save time, and give all client communications a professional tone.
- Time Tracking : Record hours spent on projects and tasks, which helps service providers measure productivity accurately and bill clients with confidence.
- Task Management : Assign and organizes tasks within each project so nothing is overlooked, and progress is easy to monitor at every stage.
- Expense Tracking : Log costs alongside client projects, which gives business owners a clear view of profitability and keeps finances transparent.
- Mobile Access : Offer a mobile-friendly platform that allows entrepreneurs to manage clients, projects, and payments while away from their office.
- Reporting Tools : Generate insights on sales, revenue, and performance, which support better decision-making and long-term business planning.
17hats
Manage client relationships, projects, invoicing, and workflows.
Updated February 27, 2026
17hats Overview
17hats is a business management and CRM platform designed to simplify operations for small businesses and independent professionals. It combines essential tools such as client management, project organization, scheduling, invoicing, and online payments in one easy-to-use system.
By automating repetitive tasks and centralizing communication, 17hats helps business owners save time, stay organized, and deliver a more seamless client experience while focusing on growth and service quality.
Key Features
Pricing
| Plan | Price | Key Features / Notes |
|---|---|---|
| Monthly | $60 / month | Full access to all features, with a 7‑day free trial and 50% introductory discount. |
| Yearly | $600 / year | Equivalent of $50/month, full features; includes 7-day free trial and 50% discount for first purchase. |
| Bi-Yearly (2-year) | $800 / two years | Best long-term value; includes same full features and trial/discount. |
| Free CRM (Freemium) | — | A “Free CRM for Life” option exists—unlimited contacts/projects, but limited to four invoices per quarter and core features (not detailed as paid tiers). |
Check Pricing details: https://www.17hats.com/pricing
Pros
| Competitor | Pros of 17hats |
|---|---|
| HoneyBook | 17hats provides straightforward CRM tools with lead labeling and contact management, which suit small service providers who prefer simple systems over highly automated workflows. |
| Dubsado | 17hats has a shorter learning curve and is easier to set up, which makes it more beginner-friendly for freelancers or solopreneurs starting out. |
| Bonsai | 17hats offers CRM, scheduling, contracts, and invoicing under one plan without requiring extra add-ons, which is appealing for those wanting predictable costs. |
| Agiled | 17hats keeps its platform lean and budget-friendly, which benefits solo professionals who do not need complex modules for HR or large teams. |
| Paperbell | 17hats supports a variety of service-based businesses, which makes it more versatile than tools designed for niche markets like coaching. |
Cons
| Competitor | Cons of 17hats |
|---|---|
| HoneyBook | 17hats falls behind in polished workflow automation, customizable lead forms, and pipeline management, which HoneyBook delivers with a more modern interface. |
| Dubsado | 17hats lacks the deep customization that Dubsado offers for branded proposals, multi-step automations, and detailed client onboarding workflows. |
| Bonsai | 17hats does not include advanced financial tools such as accounting, tax tracking, or integrated banking, which are built into Bonsai. |
| Agiled | 17hats misses features for teams, such as HR modules, collaboration tools, and advanced project management, which Agiled provides for growing organizations. |
| Paperbell | 17hats lacks specialized coaching features like package creation, client portals, and session tracking, which Paperbell designs specifically for coaching professionals. |
Reviews
- casaraphoto.com Review: A photographer credits 17hats with streamlining her admin work through embedded lead capture forms that funnel every inquiry onto one page, plus automated workflows that send reminders before, during, and after sessions. She relies heavily on tags for locations and project types, calls the online scheduler a “game-changer” for booking Mini Sessions in minutes, and saves hours by reusing email, contract, and invoice templates.
- sprucerd.com Review: The time tracking earns a B+ for letting users record hours live and push them straight to invoices, though it lacks deeper reporting and category breakdowns. The “Projects at a glance” view scores a C- and needs an external spreadsheet to truly manage multiple clients. Clients enjoy the no-login experience and unbranded links, support gets an A for its chat and webinars, and the cleaned-up interface feels more minimal than in past years.
- Reddit r/smallbusiness: One business owner loves how 17Hats auto-creates leads from website emails, syncs calendars to flag conflicts, and offers flexible invoice options like autopay and partial payments due 30 days before services. Another commenter calls it “so limited” with lacking integrations and urges switching to a more robust all-in-one platform.
- staged4more.com Review: An agency owner values having quotes, contracts, bookkeeping, email logs, and Google Calendar sync under one roof, which cuts down app switching and supports 50% deposit payment plans with credit card integration. Customizable templates and built-in e-signatures remove the need for separate contract systems. Glitches, no email marketing integration, and an interface that could look “prettier” remain sticking points.
- Trustpilot Review (Rating: 4.4/5): Longtime users say 17hats replaced five separate systems with one workflow that handles leads, automated contracts, payment reminders, bookkeeping, and even multiple brands in a single account. Several describe it as a “virtual assistant” that saved significant time and reduced stress, and they highlight responsive updates and strong support during COVID-19.
- Capterra Review (Rating: 4.4/5): A creative freelancer notes that the platform covers all essential needs, praising the workflows and templates and the ability to share those templates with others as especially useful for managing client work.
- stonetreecreative.com Review: 17hats earns praise as a “Swiss Army knife” CRM with invoicing, project management, and client communication in one place, plus a clean, contemporary interface and step-by-step training through 17Hats University. The writer warns about an initial learning curve that can feel like stepping into a “pilot’s cockpit,” yet applauds the support team and calls the pricing fair compared to competitors that charge far more for fewer features.
