17hats Business Management Software for Freelancers and Small Businesses

17hats is a cloud-based business management software designed for freelancers and small businesses to manage clients, projects, invoicing, and automate workflows.

Best for
Freelancer Business Management
Key capability
Client Management CRM
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What is 17hats?

17hats is an all-in-one business management platform designed primarily for freelancers and small business owners. It combines client management, project tracking, invoicing, contracts, and workflow automation into a single cloud-based solution. The platform aims to simplify administrative tasks so users can focus more on their core work.

From my experience with 17hats, it stands out as a robust all-in-one business management platform especially suited for freelancers and small business owners who want to streamline client management, invoicing, and project workflows without juggling multiple apps. The automation features notably reduce repetitive tasks, saving valuable time. However, the lack of a free plan beyond the trial and relatively higher pricing might be a consideration for very new freelancers. Overall, if you need a centralized tool to manage your business operations efficiently, 17hats delivers a comprehensive and user-friendly solution.

Sources

Key features of 17hats

Key features include client CRM, automated workflows, customizable contracts and proposals, invoicing and payment tracking, scheduling tools, and task/project management. 17hats integrates these functions to streamline business operations and reduce manual overhead.

Client Management CRM

Centralized database to store client contacts, communication history, and project details.

Workflow Automation

Automate repetitive tasks such as sending follow-up emails, scheduling appointments, and task assignments.

Customizable Contracts and Proposals

Create legally binding contracts and professional proposals using customizable templates.

Invoicing and Payment Tracking

Generate invoices, send payment reminders, and track payment status in real-time.

Project and Task Management

Organize projects with task lists, deadlines, and progress tracking to stay on schedule.

Calendar and Scheduling

Integrated calendar to schedule meetings, appointments, and sync with external calendars.

Pros and cons of 17hats

Pros

  • Comprehensive all-in-one business management solution
  • Strong automation features reduce manual work
  • User-friendly interface tailored for freelancers
  • Customizable templates for contracts and invoices
  • Mobile apps for managing business on the go

Cons

  • No permanently free plan beyond trial period
  • Pricing may be high for very small or new freelancers
  • Limited integrations compared to some competitors

Key use cases for 17hats

Freelancer Business Management

Manage client projects, contracts, and communications all in one place tailored for freelancers.

Small Business Workflow Automation

Automate repetitive tasks such as invoicing, scheduling, and follow-ups to save time.

Client Relationship Management

Track leads, client details, and communications to maintain strong client relationships.

Financial Management

Create and send invoices, track payments, and manage expenses efficiently.

Project and Task Management

Organize projects with task lists, deadlines, and progress tracking for better productivity.

How 17hats works

  1. 1

    Create an Account

    Sign up on the 17hats website to start your free trial and access the dashboard.

  2. 2

    Set Up Your Business Profile

    Enter your business details, branding, and customize templates for contracts and invoices.

  3. 3

    Add Clients and Projects

    Import or add client information and create projects with associated tasks and deadlines.

  4. 4

    Automate Workflows

    Set up automated email sequences, reminders, and task triggers to streamline processes.

  5. 5

    Manage Finances

    Generate invoices, accept payments, and track financial status all within the platform.

Who is using 17hats

Freelancers and solo entrepreneurs
Small business owners
Creative professionals
Consultants and coaches
Service-based businesses

17hats pricing

Free Trial

$0 for 7 days

Full access to all features for 7 days to evaluate the platform.

Solo

$45/month

Designed for solo entrepreneurs with unlimited clients and projects.

Studio

$99/month

For small teams with additional user seats and advanced features.

Plans and prices are as published by the vendor and can change. Check the official site before you buy. Open the pricing page (opens in a new tab)

Frequently asked questions about 17hats

17hats offers a 7-day free trial but does not have a permanently free plan.

Yes, 17hats provides customizable templates for contracts, proposals, and invoices.

Yes, 17hats has mobile apps available for iOS and Android devices.

Yes, the platform allows you to set up automated email workflows and reminders.

This tool is designed to help users accomplish its core tasks more efficiently. It is typically used by individuals or teams looking to improve productivity and workflow.

Pricing depends on the plan and included features. For the most accurate and up-to-date details, check the official pricing page.

It depends on your specific needs and how you plan to use the tool. The official website and documentation are the best sources for the latest details.

Yes, it can help with that use case depending on how you configure it and what features are available. You’ll get the best results with clear inputs and a defined goal.

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