Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
Automate your process through workflows: from leads all the way through client fulfillment.
Removes all the clutter for customer management, reminders, accounting, payment processing,
Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.
About Highrise
Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.
Features
Accounts Payable
Accounts Receivable
API
Batch Permissions & Access
Budgeting
Calendar Management
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Password & Access Management
Payroll
Project Management
Scheduling
Supplier Management
Tax Management
Third-Party Plugins/Add-Ons
Travel Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Dashboards
Lead Generation
Client Profile Management
Project Workflows & Automation
Templates
Calendar Syncing
Invoice Management
Quote & Contract E-Sign
Client Portal
Billing
Summary
Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.
Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.
Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.
Pricing
Monthly Plan
$45.00
per Month
Included in plan:
No 17hats Transaction Fee
Processing Fee: 2.9% + 30¢
ACH (eChecks) payments
Customer Support
Sync Bank Account
Template Marketplace
Create Multiple Accounts
Unlimited Projects
Up to 5 Users
30-Day Money Back Guarantee
Annual Plan
$295.00
per Year ($25/mo, save 45%)
Included in plan:
No 17hats Transaction Fee
Processing Fee: 2.9% + 30¢
ACH (eChecks) payments
Customer Support
Sync Bank Account
Template Marketplace
Create Multiple Accounts
Unlimited Projects
Up to 5 Users
30-Day Money Back Guarantee
Two-Year Plan
$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
No 17hats Transaction Fee
Processing Fee: 2.9% + 30¢
ACH (eChecks) Payments
Customer Support
Sync Bank Account
Template Marketplace
Create Multiple Accounts
Pricing
Credit card required: No
Free: 2 users, no files, 250 contacts.
Solo: $29/month; 1 user; 20,000 contacts.
Basic: $24/month; Up to 6 users; 5,000 contacts.
Plus: $49/month; Up to 15 users; 20,000 contacts.
Premium: $99/month; Up to 40 users; 30,000 contacts.
Max: $149/month; Unlimited users; 50,000 contacts.
Contact them [email protected] for additional options.
FAQs
Does this service offer an API?
No API offered.
Does this service offer guides, tutorials and or customer support?
Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.
Does this service offer multi-user capability (e.g. teams)?
17hats offers its users possibility to create multiple accounts.
What are some applications this service is commonly used in tandem with?
It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.
What is this service generally used for?
It is generally used for automating business processes.
Who are the main user groups of this service?
Main users of 17hats are small businesses.
What platforms does this service support?
This is web-base platform with Android and iOS apps.
Does this service integrate with any other apps?
Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.
FAQs
Does this service offer multi-user capability (e.g. teams)?
Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...
What platforms does this service support?
It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.
Who are the main user groups of this service?
Main users of Highrise are small and medium-sized business owners.
What is this service generally used for?
It is used as a contact management platform.
What are some applications this service is commonly used in tandem with?
Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.
Does this service integrate with any other apps?
Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.
Does this service offer guides, tutorials and or customer support?
They offer online support and video tutorial.
Does this service offer an API?
It offers integration with many 3rd party tools via API.
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