
Sobre 17hats
17hats es un software de gestión empresarial diseñado para ayudar a fotógrafos, planificadores de eventos, abogados, consultores y pequeñas empresas a gestionar sus proyectos, marketing, contratos, contabilidad, pagos online y más. El panel centralizado de la aplicación muestra elementos de acción y notificaciones urgentes junto con los próximos eventos del calendario y la previsión meteorológica con el fin de agilizar las tareas diarias.
17hats permite a los gerentes diseñar formularios personalizados de consulta de clientes potenciales e incrustarlos en los sitios web existentes para registrar la información del cliente y responder automáticamente a los clientes potenciales. Ofrece multitud de funciones como gestión de presupuestos, sincronización de correo electrónico, programación online, cuestionarios personalizados, recordatorios de pago automáticos y flujos de trabajo personalizables. La funcionalidad de seguimiento temporal permite a los administradores registrar el tiempo dedicado a los trabajos, ajustar las tarifas por hora, rastrear las horas facturables y no facturables y compartir facturas con los clientes.
Las capacidades de marca blanca de 17hats permiten a las organizaciones crear contratos personalizados y enviar correos electrónicos con sus propios logotipos. Los clientes pueden usar el portal de autoservicio para supervisar el estado del trabajo, aceptar presupuestos, firmar contratos y pagar facturas. Puede integrarse con varias aplicaciones de terceros como Google Calendar, iCal, Square, PayPal, Facebook y más.
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Opiniones
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- Sector: Administración educativa
- Tamaño de la empresa: 1.001-5.000 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Monetize Your Small Business Faster
Revisado el 22/7/2019
The customer service is great. My overall experience over the past three years has been that this...
The customer service is great. My overall experience over the past three years has been that this is a life saver for my business. One of the best investments that I have made in my business thus far.
Puntos a favor
17hats has become a "must have" in my small business. It allows me to easily acquire and follow up on leads with forms that embed easily into my website. The workflows help me to create systems and processes for client onboarding and support. The contracts, canned emails and so much more make it a completely robust, but easy to use system for any service business.
Desventajas
The only con is that you cannot whitelabel your 17hats website. I prefer a whitelabel option.

- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
17Hats has helped me run 4 businesses at once!!
Revisado el 23/7/2018
The software allows really any business to capture leads, create quotes, contracts and invoices...
The software allows really any business to capture leads, create quotes, contracts and invoices (along with payment plans) and collect payments. It is very simple to use and you can run several different businesses within the platform without additional cost. They add new functions quite often and have amazing customer service.
Puntos a favor
I started with 17Hats when they were fairly new and I haven't been disappointed. The cost for the software is excellent especially since I can run as many different businesses with different names and accounts etc as I want. I love that they added a client portal as I was almost going to switch to something that did. Document creation is very easy as well as having clients pay through the portal electronically. I have recommended this for many people as it really is geared for many different types of businesses.
Desventajas
Sometimes it can run a bit slow - but that is very infrequently now. I would like for the client portal to be more than just a viewing area for clients. It does seem that the more businesses you have on here, it takes a little longer to load. But overall none of these are deal breakers!
- Sector: Oficina ejecutiva
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 4.0 /10
A client relationship management system - not my first choice
Revisado el 15/4/2020
It keeps relationships with clients, but it's not my favorite CRM.
It keeps relationships with clients, but it's not my favorite CRM.
Puntos a favor
There are a few things that I do like about 17hats. Once I figured out the lifecycle aspect, it made sense. It really kept us on track for ensuring that the workflow gets started and completed.
Desventajas
The base date versus the project date is so CONFUSING.
I don't like that the link is at the BOTTOM of the email. More chances for it to miss.
We're constantly having to go in and out of workflows, emails/templates and back and forth to make all the changes. it doesn't seem to make sense, where if there's an email we want to edit within the workflow, why can't we edit it within there. and have the change apply universally.
- Sector: Salud, bienestar y deporte
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Love 17hats for small business
Revisado el 22/3/2023
I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding...
I've been using 17hats for years and absolutely love it. Now that I'm hiring a team, I'm finding that it's not a good system to be able to organize leads to different team members and what they can view.
Puntos a favor
Simple, easy to use system for solopreneurs with lots of features to keep your business organized.
Desventajas
The lead dashboard feature could be improved so much. It would be nice to have the ability to move clients from leads, to active client and back to lead again when they come back to work with you again. I also don't like that text message notifications were turned off!

- Sector: Fotografía
- Tamaño de la empresa: Trabajador autónomo
- Software usado Semanalmente durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
I like it, but I'm not in love.
Revisado el 22/8/2018
I've found that customer service is overall pretty good. I'm surprised that people have said it's...
I've found that customer service is overall pretty good. I'm surprised that people have said it's not great. I've always gotten ahold of real people. I do feel that this software is still being built up and they are constantly making improvements. I'm hoping they read these reviews to have more direction on where to take it next! Overall I find that for the cost of the service, I'm receiving a quality product.
Puntos a favor
It's a great organizational tool. I love the bookkeeping integration. I'm able to print a P&L report at tax time and hand it over to my accountant. I also like that I'm able to send questionnaires, contracts, and invoices to clients as well as automate much of my communications to individual clients. It makes me look a lot more organized than I am and I've had multiple clients remark at how personal each of my communications feel!
Desventajas
It does not have a booking integration and so now I'm purchasing a separate app for that. I also would love to be able to integrate Mail Chimp with this or even have a similar feature within this system.
Preguntas frecuentes sobre 17hats
He aquí algunas preguntas frecuentes sobre 17hats.P. ¿Qué tipo de planes de precios ofrece 17hats?
17hats ofrece los siguientes planes de precios:
- A partir de: 15,00 US$/mes
- Modelo de precios: Versión gratuita, Suscripción
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de 17hats?
Los clientes habituales de 17hats son:
Trabajador autónomo, 2-10, 11-50, 51-200
P. ¿Qué idiomas admite 17hats?
17hats admite los siguientes idiomas:
inglés
P. ¿17hats es compatible con dispositivos móviles?
17hats admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra 17hats?
17hats se integra con las siguientes aplicaciones:
Google Calendar, Meta for Business, PayPal, QuickBooks Online Advanced, Square Payments, Stripe, authorize.net
P. ¿Qué tipo de asistencia ofrece 17hats?
17hats ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Chat
Categorías relacionadas
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- Software para gestión del rendimiento empresarial
- Software de gestión de contratos
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- Herramientas de planificación
- Software CRM
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- Programas de facturación
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- Software de gestión de proyectos
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- Herramientas de gestión de tareas