17hats

PROS & CONS

What are the best aspects of this product?

This easily replaced a lot of software pieces. It's able to monitor my finances. It's a full-fledge CRM. It handles invoicing, project lifecycles, payment, and a host of others. They're constantly adding new functionality. I'm happy to have waited it out while they were working out several things.

What aspects are problematic or could work better?

Their e-mail management functionality wasn't something worth rambling about. While it's showing e-mails that I've yet to respond within the system, responding to them externally makes it impossible to manage through 17Hats. I'm still resorting to G-mail for managing e-mails.

What specific problems in your company were solved by this product?

Having a project workflow, CRM, and invoicing in a single place. A visual reminder is available to know where I'm at with every client I deal with. A quick approach for updating templates is available for any client I deal with.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I like how this solution is super easy to learn. What's more, it's very affordable. Before, I was using Quickbooks Online and thought it was way more than what I required and too costly to keep up. I like how this company is constantly updating its software. As result, it made the software more better than ever.

What aspects are problematic or could work better?

While this software has a number of wonderful things under the hood that significantly helped me business, there some features that I wish they'd have in their list. For instance, there's no option to send a statement of due amount to my clients. I had to resort sending every invoice that they've yet to pay for. Another thing: once you've recorded as statement, there's no other way to head back and make date changes.

What specific problems in your company were solved by this product?

I love how I can have projects for all clients and be able to create invoice under such projects. I felt everything is a lot more manageable. It's simple to use. I like knowing when your client has looked into your invoice. It's good a feeling to know your invoice has been looked at.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

What I like most about it is its customer support service, because they are always open to suggestions and opinions. They helped us to set our platform accordingly and I can use from its templates instead of creating new ones. There are great templates for Contact/Quotes/Contracts/Invoices/Emails/Lead Capture Forms and PayPay integration. Before using this tool we used to manage our business processes manually, and this was contra-productive and time consuming.

What aspects are problematic or could work better?

I don’t have dislikes about this platform, because the support team always listens our opinion and suggestions.

What specific problems in your company were solved by this product?

It saves me lot of time, it helps me to be more organized and to provide professional service to my customers so I can help them with their projects. It makes my business more professional and reliable.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

I like its ability in managing my business in different angles. Whether it's acquiring leads, managing clients, dealing with projects to handling expenses, and managing income via calendar/e-mail integration, it's an all-out solution. A software Workflow section is available for automating follow-ups/reminders/e-mails of a project timeline. This can be anywhere from cold calls to sales to follow-ups. This system was purposely done for those requiring an extensive yet simple solution.

What aspects are problematic or could work better?

Its mobile app lacks certain financial functionality that I'd like to work on my smart device. For example, sending out an invoice or monitoring expenditures in real-time. It's like an additional app for handling the only people I want: my customers.

What specific problems in your company were solved by this product?

It's pretty much the same thing I mentioned in the Pros section. I'm hardly good with paperwork and dealing with business finances. Thanks to its auto invoicing, PayPal collection, and management of my info, it assisted in resolving the admin portion of my work. With that, I can shift my attention to customer support and my work.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

What i like most about this software is the fact that is easy to use and its learning curve is straightforward. Its customer support service is wonderful, they are responsive and highly helpful. All its questionnaires, emails and the workflows work perfectly well. You can use from its templates that are free. I have to say that I’m managing several businesses with 17Hats.

What aspects are problematic or could work better?

I’d like to see client portal like within other programs. Also, there is no way to build a project without having a client attached to it. In addition, you cannot get a snapshot through a prinatble or downloadable report. Furthermore, the mobile app needs some improvements.

What specific problems in your company were solved by this product?

It helps me to run several businesses with one login but with separate accounts for each buisness.

Are you a current user of this product?

Yes