17hats

17hats.com ↗

Small-business CRM with connected booking, documents, and workflow tasks

SI Score
75/100
Pricing
Free Trial AI reading, not confirmed
Free plan
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Answers use saved listing facts and recorded sources.
Homepage screenshot
Screenshot of the 17hats homepage

What it does

17hats combines client contacts, scheduling, contracts, invoices, questionnaires and workflows for small service businesses. Workflow templates can create tasks and send documents or email. It has one main paid plan with monthly, yearly or two-year payment and a seven-day trial.

A 17hats workflow can add to-do items to the calendar and task list while sending the related email or document. Several workflows can run on a project at once, such as booking preparation alongside delivery tasks. This keeps a client engagement from depending on one long checklist.

One plan, three payment periods

Payment period Standard USD price
Monthly 60 per month
Yearly 600 per year
Two years 800 per two years

The seven-day trial includes all features and support. Use the trial link to create an account; a separate buy-now promotion may have different terms. Bank Connect, which imports expenses, adds USD 5 a month. Additional users and brands are also available for a fee.

Contracts, invoices, scheduling and client records supply the context for each workflow, so a booking sequence and a delivery sequence can refer to the same project.

Strengths

  • Several workflows can operate on one client project
  • Calendar tasks and client documents can be part of the same workflow

Watch out for

  • Bank Connect, extra users and extra brands cost more
  • The free offer lasts seven days

Best for

  • Service-business owners automating recurring client administration

Sources