Introduction
Small business owners have a lot on their plates, from time management to financial planning. One area where they often struggle is customer relationship management, or CRM. This is where 17hats comes in. This all-in-one platform helps small business owners streamline their workflow, manage their projects, and keep track of customer communication. In this article, we will explore the benefits of 17hats as a CRM for small businesses, as well as its downsides and frequently asked questions.
But first, let’s dive into what exactly 17hats is and how it can benefit small business owners.
What is 17hats?
17hats is an all-in-one platform that combines project management, accounting, and CRM. It was designed specifically for small business owners who need a streamlined approach to managing their workflow. With 17hats, you can manage everything from lead generation to invoicing in one place. It also integrates with other popular tools such as Gmail, Google Calendar, and QuickBooks.
Features of 17hats
| Feature | Description |
|---|---|
| Lead Management | Track leads and manage communication with potential customers. |
| Project Management | Organize projects and collaborate with team members. |
| Invoicing and Payments | Create and send invoices, accept online payments. |
| Client Portal | Share files and communicate with clients in a secure portal. |
| Calendar Integration | Sync with Google Calendar to keep track of deadlines and appointments. |
With these features, 17hats aims to help small business owners save time and increase overall productivity. But is it the right choice for your business?
The Pros and Cons of 17hats
Advantages of 17hats
One of the main advantages of 17hats is its all-in-one approach. As a small business owner, it can be overwhelming to juggle multiple tools for project management, invoicing, and CRM. With 17hats, everything is in one place, making it easier to stay organized and on top of your business.
Another advantage is its customizable templates. 17hats offers customizable templates for everything from proposals to contracts, making it easy to send professional-looking documents to clients.
Finally, 17hats has a user-friendly interface. Its dashboard is easy to navigate, and its drag-and-drop features make it simple to move projects and tasks around.
Disadvantages of 17hats
One of the main downsides of 17hats is its cost. It can be expensive for small businesses, with plans starting at $45 per month. Additionally, some users have reported glitches and bugs when using the platform.
Another disadvantage is its limited customization options. While 17hats does offer customizable templates, there are some areas where it falls short. For example, its email templates are limited in their design options.
Finally, it can take some time to get used to 17hats. Its all-in-one approach means there is a lot of information to digest, and some users may find it overwhelming at first.
FAQs
What Industries is 17hats Suitable For?
17hats is suitable for a wide range of industries, including but not limited to:
- Photography
- Freelancing
- Graphic Design
- Event Planning
- Real Estate
Does 17hats Offer a Free Trial?
Yes, 17hats offers a 14-day free trial for new users.
Can I Use 17hats on My Mobile Device?
Yes, 17hats offers a mobile app for iOS and Android devices.
Does 17hats Integrate with QuickBooks?
Yes, 17hats integrates with QuickBooks.
Is 17hats Secure?
Yes, 17hats uses SSL encryption to ensure the security of your data.
Can I Customize My Invoices in 17hats?
Yes, 17hats offers customizable invoicing templates.
What Payment Methods Does 17hats Accept?
17hats accepts payments via credit card and PayPal.
Can I Schedule Appointments in 17hats?
Yes, 17hats offers scheduling features.
What Customer Support Does 17hats Offer?
17hats offers email support and a knowledge base for its users.
Does 17hats Have a Referral Program?
Yes, 17hats offers a referral program for its users.
Can I Use 17hats Internationally?
Yes, 17hats can be used internationally, but it may not support all countries and currencies.
Are There Any Hidden Fees with 17hats?
No, there are no hidden fees with 17hats.
What Payment Plans Does 17hats Offer?
17hats offers three payment plans: Essentials, Professional, and Ultimate.
Conclusion
Overall, 17hats can be a great option for small business owners who need an all-in-one platform for project management, invoicing, and CRM. Its customizable templates, user-friendly interface, and all-in-one approach make it a top contender in the CRM space.
However, it is important to consider its downsides, such as its cost and limited customization options. It may also take some time to get used to the platform’s all-in-one approach.
If you are considering 17hats for your small business, be sure to take advantage of its free trial and explore all of its features before committing to a payment plan.
Closing Disclaimer
The information in this article is intended for educational purposes only and should not be taken as professional advice. Please consult with a qualified professional before making any decisions regarding the use of 17hats or any other platform for your business.