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Introduction
Welcome to our comprehensive guide on the best CRM for small business – 17hats. In today’s highly competitive market, running a successful business requires strategic planning, staying organized, and effectively managing clients. That’s where Customer Relationship Management (CRM) software comes in. A reliable CRM software can streamline your business operations, increase productivity, and enhance customer satisfaction. However, with so many options available, it can be challenging to choose the right one for your small business. In this article, we will provide you with a detailed analysis of 17hats, a popular CRM software that caters to the needs of small businesses. We will explain how 17hats can help you automate your administrative tasks, increase efficiency, and grow your business.
Whether you are a freelancer or a small business owner, 17hats has a range of features and tools that can optimize your workflow. Our team has scoured the internet, conducted extensive research, and tested numerous CRM software to determine why 17hats is the best option for small businesses. In this article, we will discuss the key features of 17hats, its pricing plans, and how it can benefit your business. So, let’s dive in and learn more about how 17hats can help you take your business to the next level.
Best CRM for Small Business: 17hats
17hats is a cloud-based CRM software designed specifically for small businesses, freelancers, and entrepreneurs. The software offers an all-in-one solution that simplifies administrative tasks and enhances workflow efficiency. 17hats was launched in 2014 and has since gained popularity for its user-friendly interface, comprehensive features, and affordable pricing.
One of the standout features of 17hats is its automation capabilities. With 17hats, you can automate repetitive tasks such as invoicing, scheduling, and project management. This allows you to focus on growing your business, rather than wasting time on manual administrative tasks.
The software’s user interface is intuitive and easy to navigate, making it accessible to users of all skill levels. You can access 17hats from any device with an internet connection, ensuring that you can manage your business on-the-go. Additionally, the software allows you to customize the interface to fit your preferred style.
17hats also offers a robust set of features that can help you manage and grow your business. Some of these features include:
1. Client Management
17hats allows you to manage your clients’ information in one place. You can track important details such as contact information, project status, and payment history. This makes it easy to stay organized and provide excellent customer service.
2. Invoicing and Payment Tracking
With 17hats, you can create and send invoices to your clients quickly and easily. The software also allows you to track payments and send reminders for outstanding invoices. This ensures that you get paid on time and eliminates the need for manual follow-up.
3. Project Management
17hats helps you stay on top of your projects by allowing you to manage tasks, deadlines, and project files in one place. You can also collaborate with team members and clients in real-time, ensuring that everyone is on the same page.
4. Automated Workflows
With 17hats, you can automate your workflow with customizable templates for emails, contracts, and proposals. This saves you time and ensures that you provide a consistent and professional experience to your clients.
5. Online Scheduling
17hats allows you to schedule appointments and meetings with clients online. The software syncs with your calendar, making it easy to manage your schedule and avoid double bookings.
6. Bookkeeping and Tax Tracking
The software provides you with a comprehensive overview of your finances, including income, expenses, and taxes. This makes it easy to manage your bookkeeping and stay on top of your taxes.
7. Customer Service
17hats offers excellent customer support, with a dedicated team that is available to answer your questions and provide assistance when needed. The software also provides a knowledge base and community forum, allowing you to easily find answers to common questions.
17hats Pricing Plans
17hats offers three pricing plans to cater to businesses of all sizes. Each plan includes all the features of 17hats, with varying levels of access and support.
| Plan | Price | Features |
|---|---|---|
| Lite | $45/month or $17/month (annual billing) | Up to 2 users, email support, limited automation |
| Plus | $65/month or $25/month (annual billing) | Up to 6 users, chat and email support, advanced automation |
| Pro | $95/month or $39/month (annual billing) | Up to 10 users, phone and email support, VIP onboarding |
While the Lite plan is suitable for solo entrepreneurs and small businesses, the Plus and Pro plans are better suited for growing businesses and teams. The Pro plan includes VIP onboarding, which provides you with one-on-one support and training to ensure that you get the most out of 17hats.
FAQs
1. Can I try 17hats before purchasing a plan?
Yes, 17hats offers a free trial for 14 days, allowing you to test its features and capabilities before committing to a plan.
2. Is 17hats suitable for large businesses?
While 17hats is designed for small businesses and freelancers, it can also be used by larger businesses with multiple teams and departments.
3. Can I cancel my 17hats plan at any time?
Yes, you can cancel your 17hats plan at any time, and you will not be charged further.
4. Is my data secure with 17hats?
Yes, 17hats uses SSL encryption to secure your data, ensuring that your information is safe and protected.
5. Does 17hats integrate with other software?
Yes, 17hats integrates with a range of software, including QuickBooks, Xero, MailChimp, and Zapier.
6. Can I customize the branding of my 17hats account?
Yes, 17hats allows you to customize the branding of your account, including your logo and colors.
7. How does 17hats handle customer support?
17hats offers customer support through email, chat, and phone. The software also has a knowledge base and community forum where you can find answers to common questions.
8. Can 17hats help me manage my bookkeeping and taxes?
Yes, 17hats provides you with a comprehensive overview of your finances, including income, expenses, and taxes. This makes it easy to manage your bookkeeping and stay on top of your taxes.
9. Does 17hats provide training and onboarding?
Yes, 17hats offers a range of training and onboarding options, including tutorials, webinars, and VIP onboarding for Pro plan users.
10. Is 17hats suitable for service-based businesses?
Yes, 17hats is well-suited for service-based businesses such as photographers, designers, and consultants.
11. Can I track the progress of my projects with 17hats?
Yes, 17hats allows you to track the progress of your projects, assign tasks, and collaborate with team members and clients.
12. Does 17hats offer online scheduling?
Yes, 17hats allows you to schedule appointments and meetings with clients online.
13. Can I create custom templates with 17hats?
Yes, 17hats allows you to create custom templates for emails, contracts, and proposals.
Conclusion
In summary, 17hats is the best CRM software for small business owners and freelancers. The software offers an all-in-one solution that simplifies administrative tasks, enhances workflow efficiency, and increases productivity. With its automation capabilities, comprehensive features, and affordable pricing plans, 17hats can help you grow your business and achieve success.
We hope that this article has provided you with a detailed overview of 17hats and its benefits. We encourage you to try 17hats for yourself and see how it can help take your business to the next level. If you have any questions or need further assistance, don’t hesitate to contact their customer support team.
Closing Disclaimer
The information provided in this article is for educational purposes only and does not constitute professional advice. We cannot guarantee the accuracy or completeness of the information presented, and we are not liable for any damages or losses resulting from the use of this information. Before making any decisions or taking any actions, we recommend consulting with a qualified professional.
