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17hats

Your Business Automated. Finally.·17hats.com

17hats is a CRM and small business management platform that combines contact and project organization, invoicing, contracts, quotes, questionnaires, online scheduling, SMS texting, workflow automation, and bookkeeping in one connected system built entirely in-house. It targets solopreneurs, freelancers, and small business owners across many service-based industries, helping them capture leads, automate client communication, and get paid faster. The platform includes a mobile app, client portals, reporting tools, and integrations for payments and accounting.

What it's for

Organizing contacts and client projectsSending quotes, contracts, invoices, and questionnairesAutomating lead capture and auto-responseOnline appointment scheduling with paymentsTwo-way SMS texting with clientsAutomating client workflows and to-dosRecurring billing and online paymentsBasic bookkeeping and financial reportingTracking leads through sales pipelines

Features 19

3-in-1 Quote/Contract/Invoice document
Bookkeeping and expense categorization
Calendar sync with Google and Apple Calendar
Client Portal for document access
Contact and project management (CRM)
Custom branding (logo, subdomain, fonts/colors)
Email templates, scheduled emails, and read receipts
Invoices, quotes, contracts, and questionnaires
Lead capture forms with auto-responder
Lead source reporting
Mobile app
Multi-user and multi-brand support
Online scheduling with Zoom integration and group bookings
Recurring billing and online payments via Stripe/Square
Sales tax, profit/loss, and client sales reporting
Sales/lead pipelines
SMS texting integrated with CRM, scheduling, and lead forms
Time tracking
Workflow automation with triggers

At a glance

free tierfree trial

TypeWeb app

DeploymentCloud

PlatformsWeb

Forsmall business owners, solopreneurs, freelancers, coaches, bookkeepers, photographers, designers, balloon artists, wedding vendors

Company17hats

Integrations

StripeSquareQuickBooks OnlineZapierMailchimpConstant ContactZoomGoogle CalendarApple CalendarThe KnotWeddingWire

Pricing

17hats offers one all-inclusive core plan with three billing cadences (Monthly $60/mo, Yearly $600/yr, Bi-Yearly $800/2yrs), each with a 7-day free trial and a 30-day money-back guarantee; all prices stated in USD. A separate pricing/feature comparison grid references three named tiers (Essentials, Standard, Premier) with differing document limits, lead capture form counts, and support response times, but their individual dollar prices were not shown. A free 'Free CRM' plan is also offered with limited invoices per quarter.

Free CRMFree

Described as the first step to business success; free CRM/invoicing tier.

Four Invoices per Quarter

Monthly$60/mo

Billed monthly; page shows a 'Save $120' label; comes with a 7-day free trial.

Yearly$50/mo · billed annually

Billed annually at $600/year; page shows a 'Save $120' label; comes with a 7-day free trial.

Bi-YearlyQuote

Billed once for two years at $800/two years; page shows a 'Save $400' label; comes with a 7-day free trial.

Skip the free trial and buy now to save 50% on first purchase: Yearly plan for $300 or Bi-Yearly plan for $400.