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Introduction
As a small business owner, juggling multiple tasks such as client management, invoicing, and scheduling can be overwhelming. That’s where 17hats comes in, a Customer Relationship Management (CRM) tool designed for small businesses to streamline daily operations.
What is 17hats?
17hats is a cloud-based CRM tool that combines project management, finance, and client management into one platform. It was founded in 2011 by Donovan Janus and was created with the goal of helping entrepreneurs simplify their business processes.
How does it work?
Once you sign up for 17hats, you can easily import your contacts and start organizing them into different pipelines. Pipelines allow you to track your clients’ progress, from initial contact to project completion. You can also create tasks, send invoices, and schedule appointments without leaving the platform.
Why use 17hats?
The main advantage of 17hats is its ability to automate processes, freeing up time for business owners to focus on other aspects of their business. For example, the system can send automatic project reminders and follow-ups, reducing the need for manual communication. Additionally, 17hats’ features are customizable, allowing business owners to tailor workflows to their specific needs.
What are the key features?
– Client management: Organize client information and track progress- Project management: Track project progress and deadlines- Finance management: Create and send invoices, receive payments, and track expenses- Workflow automation: Automate tasks and communication- Scheduling: Schedule appointments and send reminders- Mobile accessibility: Access the platform from anywhere with an internet connection
Who can benefit from 17hats?
17hats is ideal for small business owners or entrepreneurs who have multiple clients and projects to manage. Freelancers, photographers, graphic designers, and other service-based businesses can all benefit from the platform’s features.
How much does it cost?
17hats offers three pricing plans, starting at $39 per month for the Basic plan, $49 per month for the Plus plan, and $99 per month for the Premium plan. Each plan includes different features and capabilities, so it’s important to choose the plan that fits your business needs.
17hats for CRM – A Detailed Explanation
Client Management
One of the standout features of 17hats is its client management capabilities. Once you import your contacts, you can categorize them into different pipelines based on their stage in the sales process. For example, you can have a pipeline for leads, one for clients in the proposal stage, and one for clients who have already booked your services.Within each pipeline, you can easily view client information, track communication history, and set up automated reminders and follow-ups. 17hats also includes a client portal, allowing clients to access invoices, contracts, and other project-related documents.
Project Management
17hats’ project management tools allow you to track project progress and deadlines. You can create tasks, assign them to team members or yourself, and set deadlines. You can also attach files and notes to tasks, keeping everything organized in one place.Additionally, 17hats includes a project timeline, allowing you to view all the tasks and deadlines for each project in one place. This makes it easy to see the big picture and ensure that everything is on track.
Finance Management
Invoicing and payment tracking can be time-consuming for small business owners. 17hats simplifies this process by allowing you to create and send invoices directly from the platform. You can also receive payments and track expenses, making it easy to monitor your business finances.Additionally, 17hats includes a time tracking feature, allowing you to track billable hours for projects. This feature integrates with the invoicing system, making it easy to bill clients accurately.
Workflow Automation
One of the biggest advantages of 17hats is its ability to automate tasks and communication. You can set up automated emails and reminders for clients and team members, reducing the need for manual follow-ups.Additionally, 17hats includes a canned email feature, allowing you to save email templates for common responses. This saves time and ensures consistent communication with clients.
Scheduling
Scheduling appointments and managing calendars can be a headache for small business owners. 17hats includes a scheduling feature that allows you to schedule appointments with clients and team members directly from the platform. You can also send reminders and notifications to ensure that everyone is on the same page.
Mobile Accessibility
As a cloud-based platform, 17hats is accessible from anywhere with an internet connection. Additionally, 17hats has mobile apps for iOS and Android devices, allowing you to access the platform on the go.
Customizable Workflows
Every business is unique, and 17hats recognizes that. The platform allows you to customize your workflows to fit your specific needs. You can create custom pipelines, task lists, and email templates, making the platform work for you.
17hats for CRM – Complete Information
| Plan | Price | Key Features |
|---|---|---|
| Basic | $39/month | Client management, project management, finance management, workflow automation, scheduling |
| Plus | $49/month | Advanced workflow automation, time tracking, QuickBooks integration |
| Premium | $99/month | Customized branding, advanced project management, API integration |
FAQs
1. What types of businesses can benefit from 17hats?
17hats is ideal for small businesses and entrepreneurs in service-based industries such as photography, graphic design, and consulting.
2. How does 17hats help automate workflows?
17hats includes automated task lists, email reminders, and follow-ups, reducing the need for manual communication.
3. Is 17hats mobile-friendly?
Yes, 17hats is accessible from anywhere with an internet connection and has mobile apps for iOS and Android devices.
4. Can I customize my workflows in 17hats?
Yes, 17hats allows you to create custom pipelines, task lists, and email templates to fit your specific needs.
5. How does 17hats simplify finance management?
17hats includes invoicing and payment tracking capabilities, making it easy to create and send invoices and track expenses.
6. Can I track billable hours in 17hats?
Yes, 17hats includes a time tracking feature that integrates with the invoicing system, making it easy to bill clients accurately.
7. What is the pricing for 17hats?
17hats offers three pricing plans starting at $39 per month for the Basic plan, $49 per month for the Plus plan, and $99 per month for the Premium plan.
8. Does 17hats have integrations with other software?
Yes, 17hats has integrations with popular software such as QuickBooks, Google Calendar, and Zapier.
9. Can I use 17hats for client management only?
Yes, you can use 17hats for client management without using the project management or finance management features.
10. How does 17hats help with scheduling?
17hats includes a scheduling feature that allows you to schedule appointments with clients and team members directly from the platform.
11. Does 17hats have a free trial?
Yes, 17hats offers a free 7-day trial for new users.
12. Is 17hats secure?
Yes, 17hats uses SSL encryption to protect user data and is PCI compliant.
13. How does 17hats help with communication with clients?
17hats includes automated email reminders and follow-ups, canned email templates, and a client portal for easy communication with clients.
Conclusion
In conclusion, 17hats is a powerful CRM tool designed for small businesses and entrepreneurs. Its customizable workflows and automation capabilities make it easy to manage clients, projects, and finances. The platform’s pricing plans offer flexibility to fit any budget, and its mobile accessibility ensures that you can manage your business from anywhere. Don’t let administrative tasks bog you down – try 17hats today!
Closing Disclaimer
The information provided in this article is based on our research and experience with 17hats. We do not guarantee the accuracy or reliability of any information or opinions presented. We encourage readers to do their own research and make informed decisions about which CRM tool is best for their business.
