There are many different types of customer relationship management (CRM) software available in the market, but 17hats is unlike most of the CRMs out there. While a lot of CRM software solutions are designed to address the needs of medium- to large-scale companies, 17hats is actually intended for freelancers and smaller businesses with employees you can count on one hand.
17hats is close to an all-in-one business process management solution built to serve the needs of “solopreneurs” by providing them with a central service where they can manage and communicate with clients, design proposals, create contracts, make and receive online payments, manage projects and even do bookkeeping.
The software solution comes with a variety of features, including client profile management, financial management, billing and invoice management, scheduling, online contract signing, credit card payment function, automated payment reminders and workflow automation.
What Can 17hats CRM Do?
17hats is a software solution that allows users to automate a wide range of business processes, from billing and scheduling to managing client profiles and projects. It’s a system that gives you full control over all your business functions in an efficient and effortless way so you’ll have more time to focus on your work.
Freelancers and online-based solo entrepreneurs stand to benefit from this CRM software more than any other enterprise.
The Advantages of 17hats Business Process Management Software
The simplicity and user-friendly functions
At a glance, 17hats has a unique yet simple design, from the menu bar to the overall layout of the program. The software is designed to have simple navigation, so finding everything you need, including your list of current and upcoming projects, is quick and effortless.
The dashboard layout is clean and easy to navigate through. Right off the bat, you can view projects, recent client activity, your to-do list and many more. Accessing contacts, invoices and other information is also simple.
Create new leads faster and easier
This CRM solution allows you to turn prospects into clients in an instant. This is possible because the software allows users to respond to customer queries almost immediately through notifications, thus improving customer relations. You are always there to address concerns and answer questions from existing and potential customers.
Hassle-free payment programs
Reminding clients of unpaid invoices shouldn’t be something you have to worry about. 17hats offers a variety of programs that allows you to get your payments in an instant once you’ve delivered on the task/job you were hired for. With the tools available at your disposal, you can avoid the whole time-wasting and embarrassing “payment due” emails you hate sending to clients.
17hats enables you to create and send professional invoices that allow customers to pay you online, for convenience. It lets you send payment reminders automatically, so you don’t have to constantly follow up on outstanding invoices.
The service also allows users to accept and track payments via credit cards, checks or cash. So whatever the payment method, you won’t have to lose sleep over it. Plus, the payment options available allow your clients to find the most convenient method for them to make their payments.
Financial management made simple and painless
Bookkeeping is probably the most tedious and time-consuming part of running a business, especially for a freelancer or a lone entrepreneur. To address this aspect of the business, 17hats offers a variety of tools to help you manage your financials in a more convenient and efficient manner.
With just a few clicks and taps, you can generate tax reports and Profit/Loss statements in a jiffy. You can categorize your expenses automatically, thus eliminating the need for manual data entry. Also, you can export your data quickly and easily with QuickBooks online integration and connect your bank account to specific financial institutions for easy access.
Streamline your workflow and expand your templates library
If you’ve been running your business long enough, you’ll realize there are certain processes that are repetitive and time-consuming, such as making contracts, invoices, quotes and other business documents.
You can get rid of these time-consuming processes by utilizing the Workflow feature of 17hats, which allows you to keep your processes moving forward instead of doing the same tasks over and over. You can slowly build and expand your library of templates for all necessary documents, so you can focus on what is important, following leads, landing new clients and getting paid.
How Much Does 17hats CRM Cost?
17hats offers three subscription plans for you to choose. They are as follows:
Unlimited Plan ($39 per month) comes with:
- Unlimited active projects
- ACH eChecks payments
- No 17hats transaction fee
- Payment processing
- Bank account sync
- Multiple accounts creation
- Full customer support
Lite Plan ($25 per month) comes with:
- Up to 15 active projects
- No 17hats transaction fee
- Payment processing
- ACH eChecks payments
- Full customer support
- Bank account sync
Unlimited Annual Plan ($25 per month/$299 for one year):
- Comes with all the features in the regular Unlimited Plan
- Valid for new customers only during the first 30 days
If you’re not sure as to which subscription plan suits you best, 17hats also offers a free Basic Plan that allows you to tackle up to 3 projects. It also gives you access to most of the features available in the paid plans. You can upgrade to the Unlimited Plan anytime you want.
Conclusion
Bookkeeping is a necessary evil, one that’s even more bothersome if you’re a tiny startup or worse, a one-man operation. 17Hats is a software solution that tackles this tedious process that’s nonetheless necessary to any enterprise, startup or entrepreneur.
