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Manage your business the smart and easy way with 17Hats Project Management Software.
17Hats
BUSINESS MANAGEMENT
I've been using the 17hats CRM since I first started my business in 2011. Without a project management tool I would be lost and my business wouldn't have grown to support me full time! Using 17hats I'm able to easily create client profiles, manage leads, send out contracts, send invoices and estimates and even create a client portal so clients can look their invoices and quotes.
If you're a solopreneur it's essential that your system for managing leads, billing clients and getting paid is streamlined so that you can invest more time in your business.
When you think about it, 17hats really pays for itself!
How I've Grown and Managed My Business as a Solopreneur
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Are you ready to go from overwhelmed and disorganized to confident and professional?
How you present your business means everything. Being consistent and automated is the key to growing your business, 17hats helps you do that.
What You'll Love About 17Hats
Manage Leads
Create lead inquiry forms that can be embedded into your website. Respond to form inquiries automatically, and receive an alert when a lead comes in (basically, do business in your sleep!)
Create Client Questionnaires
Need to gather more details before your client project begins? Create a custom questionnaire for them to fill out and send over.
QUOTES
Easily create quotes to email to a client. The client can respond to the quote by accepting it and making a payment immediately.
CONTRACTS
Create contract templates for every type of project. Within minutes you can send over a contract for a client to virtually sign.
invoices
Generate professional invoices and get paid online. Automatic payment reminders spare you the awkwardness of nudging clients.
online payments
Get paid instantly and connect to different payment platforms like Stripe, Square, PayPal, and Authorize.net
time tracking
If you bill clients by the hour, you can track your time for each project.
create workflows
Action items for each project are automatically prompted when another item is completed. Save time because 17hats automates recurring tasks.
templates
Create templates for contracts, emails, questionnaires. Never make another typo!
At-a-Glance Financials
How you did by job, month, or quarter.
client portal
Create a password accessible portal for your clients can accept quotes, sign contracts, complete questionnaires, pay invoices and view event details.
customer support
17hats provides incredible support to YOU the business owner. They are super responsive and they've even implemented requests I've made to their system!
to-do's
Never miss a task when you add it to your to-do list.
Back in the early days of business I would invoice clients directly using PayPal. It was such a mess, sometimes I forgot to bill clients, or I would double bill a client (so embarrassing!).
I decided to ditch PayPal forever and use a system that could handle every detail of my business. 17hats was the perfect fit for my needs.
Stop Using PayPal to Manage Your Invoices
Have a question? I'll be happy to share my 17hats experience with you!
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