Greetings fellow small business owners! We know that running a business, no matter how small, can be a challenge. You have a lot of tasks that require your attention, and sometimes it can be overwhelming to keep track of them all. This is where 17 Hats comes in – a CRM designed specifically for small business owners like you.
The Introduction
Customer Relationship Management (CRM) software is a valuable tool for businesses of all sizes. It allows you to keep track of customer interactions, manage leads, and automate time-consuming tasks. As a small business owner, you may not have the resources to hire a dedicated sales team or IT support. That’s where 17 Hats comes in. This CRM is designed to help you manage your business, from organizing your schedule, sending invoices and emails, to creating and sending quotes.
17 Hats is perfect for solopreneurs, freelancers, and small business owners who want to stay organized without spending hours on administrative tasks. It’s an all-in-one platform that simplifies your workflow, so you can focus on growing your business. Let’s dig a little deeper into what makes it the best CRM for small businesses.
Best CRM for Small Business 17 Hats: Advantages and Disadvantages
Advantages:
1. Time Savings
As a small business owner, time is your most valuable resource. 17 Hats streamlines your workflow, eliminating redundant tasks and freeing up time to work on the more critical aspects of your business. For example, you can create and send quotes and invoices directly from the platform, and even set up automatic emails to follow up with clients. The time saved by automating these tasks can add up quickly, allowing you to focus on growing your business.
2. Organization
With 17 Hats, you can keep all of your important information in one place. This includes client information, project details, and even your schedule. You can also track your finances, see your expenses, and generate reports that give you a clear picture of your business’s performance.
3. Customizable Templates
17 Hats allows you to customize templates for a variety of tasks, from quotes and contracts to invoices and emails. You can create templates that reflect your brand’s voice and style, making it easy to provide a consistent customer experience.
4. Mobile App
The 17 Hats mobile app makes it easy to manage your business on the go. You can access your schedule, send emails and quotes, and even track expenses from your phone. This means you can stay connected with your clients and manage your business, no matter where you are.
Disadvantages:
1. Learning Curve
While 17 Hats is a powerful tool, it can take some time to learn how to use it effectively. There are many features and options to explore, which can be overwhelming for new users. However, 17 Hats does offer extensive support resources, including comprehensive help articles and a dedicated support team.
2. Limited Integrations
17 Hats integrates with a few select tools, such as Quickbooks and Stripe. While these integrations cover many of the most commonly used tools for small business owners, some users may find that they need more integrations to fully streamline their workflow.
3. Limited Customization Options
While 17 Hats allows for some customization, there are limits to what you can do. For example, you may not be able to customize certain reports or create custom fields in the platform. However, 17 Hats is constantly adding new features and updates, so it’s possible that some of these limitations may be addressed in the future.
Comparison Table
| Feature | 17 Hats | Alternative CRM |
|---|---|---|
| Client Management | ✔️ | ✔️ |
| Invoicing | ✔️ | ✔️ |
| Expense Tracking | ✔️ | ✔️ |
| Email Management | ✔️ | ✔️ |
| Mobile App | ✔️ | ✔️ |
| Customizable Templates | ✔️ | ✔️ |
| Learning Curve | ⚠️ | ✔️ |
| Integrations | ⚠️ | ✔️ |
| Customization Options | ⚠️ | ✔️ |
Note: ✔️ indicates a feature is available, ⚠️ indicates there are some limitations or potential issues.
Frequently Asked Questions
1. Is 17 Hats only for freelance or solopreneur businesses, or can bigger businesses or organizations benefit from this too?
17 Hats is designed to be scalable and can be used by small businesses of all sizes. Whether you’re a solopreneur, freelancer, or have a small team, 17 Hats can help you streamline your workflow and manage your business more efficiently.
2. Is 17 Hats easy to use for someone who isn’t tech-savvy?
While there is a learning curve with any new software, 17 Hats is designed to be user-friendly and straightforward. The platform is intuitive and comes with extensive support resources to help you get up and running quickly.
3. What integrations does 17 Hats offer?
17 Hats currently integrates with Stripe, Quickbooks, and Zapier, among others. However, some users may find that additional integrations are necessary to fully streamline their workflow.
4. Can I use 17 Hats to manage my schedule?
Yes, 17 Hats includes a schedule feature that allows you to keep track of your appointments and tasks.
5. Is 17 Hats secure?
17 Hats takes security seriously and uses encryption to protect your data. However, as with any cloud-based software, there is some risk involved. It’s always a good idea to take additional steps to protect your data, such as using strong passwords and enabling two-factor authentication.
6. Can I create custom reports in 17 Hats?
While 17 Hats offers a variety of reports, there may be some limitations on customization. However, the platform is constantly evolving, and new features are regularly added.
7. Does 17 Hats offer a free trial?
Yes, 17 Hats offers a 14-day free trial so you can test out the platform before committing.
8. Can I cancel my subscription at any time?
Yes, you can cancel your subscription at any time. However, keep in mind that some features may be limited or unavailable once your subscription ends.
9. Can I access 17 Hats on my phone or tablet?
Yes, 17 Hats offers a mobile app that allows you to manage your business on the go.
10. Does 17 Hats offer support?
Yes, 17 Hats offers extensive support resources, including help articles and a dedicated support team.
11. Can I customize templates in 17 Hats?
Yes, 17 Hats allows you to create custom templates for a variety of tasks.
12. Does 17 Hats offer training resources?
Yes, 17 Hats offers a variety of training resources to help you get started with the platform, including online courses and webinars.
13. Can I use 17 Hats to manage multiple businesses?
Yes, 17 Hats allows you to manage multiple businesses from a single account.
The Conclusion
17 Hats is the best CRM for small businesses for a reason. It’s user-friendly, customizable, and designed with small business owners in mind. With 17 Hats, you can streamline your workflow, saving time and increasing efficiency. While there may be some learning curve, the extensive support resources and community make it easy to get started quickly.
If you’re a small business owner looking for a CRM that can help you manage your business more efficiently, we highly recommend giving 17 Hats a try. With a 14-day free trial, there’s no risk to you – so why not give it a shot?
Take Action Now
The time to take action is now. Sign up for the free trial and see for yourself how 17 Hats can help you grow your small business!
Closing or Disclaimer
While we believe that 17 Hats is the best CRM for small businesses, it may not be the right fit for everyone. It’s essential to do your research and evaluate your business’s specific needs before committing to any CRM platform. We hope this article has been informative and helps you make the best decision for your business.