17hats review

17hats is an all-in-one client and business management CRM for small businesses. It brings lead tracking, scheduling, invoicing, bookkeeping and client workflows into one platform, according to its product description. The idea is to manage more of the client journey in one place, rather than keep separate tools for each step.

Its listed features include SMS texting, lead and client pipelines, online scheduling for appointments, group sessions and services, and workflow automation for emails, documents and to-dos. Scheduling supports payments and Zoom integration. Invoices can use payment schedules and auto-pay, and the platform accepts online payments. A client portal provides access to documents and event details.

The pricing page lists a Free CRM plan, alongside paid options and a seven-day trial of All Features. That makes 17hats relevant to small businesses that want client admin and payment workflows together, but the free plan is a narrower starting point than the product’s full feature set.

17hats’ main appeal is the breadth of its client workflow tools. Leads, scheduling, invoices, payments, documents and follow-up tasks sit under one CRM, and the listed workflow automation can connect emails, documents and to-dos across the client journey. For a small business that wants a single place to manage routine client work, that is a practical set of core features.

The pricing page lists unlimited contacts and projects on Free CRM, plus a sales tax report and email templates. That gives new businesses room to organize client records without an announced contact or project cap, though invoice volume is limited. Paid All Features includes Stripe and Square payments, according to the pricing page, and the product description lists online scheduling with payment and Zoom support.

A few Reddit reports are positive, though they are individual accounts, not a broad consensus. One small-business commenter says website inquiries can create leads automatically, and praises templates, calendar conflict checks and invoice options such as auto-pay and partial payments. Another commenter calls it a strong fit for the bridal industry. These reports point to useful basics for service businesses, but they do not establish how well the system will fit every workflow.

The free tier has clear limits: Free CRM includes four invoices per quarter, even though it allows unlimited contacts and projects. The pricing page lists All Features at $60 monthly or $600 yearly ($50 per month); it also lists a 50% sale at $300 yearly or $400 for two years. A seven-day trial is included. Document allowances vary by level—20 on one, 35 on another, unlimited on a third—and the published pricing details do not identify which named plan matches each allowance.

Extras can add up. The pricing page lists basic scheduling at $5 per month, advanced scheduling at $10, bank connection at $5, recurring billing at $10, QuickBooks Online at $5, time tracking at $5, and additional users at $5. Essentials, Standard and Premier appear as plan names, but their prices and inclusions are not published on the vendor's site.

There is also a switching risk to check before committing. One Reddit user reports losing access to contracts, client information and invoices after ending membership; another commenter describes the platform as limited with weak integrations. Those are individual reports, not confirmed policy details, so verify data access and export options directly before moving business records in.

The Free CRM plan costs $0 and includes unlimited contacts and projects, but caps invoices at four per quarter. The listed paid option, All Features, costs $60 month to month or $600 per year ($50 per month). That is a $60 monthly jump from the free plan; the Essentials, Standard, and Premier prices are not published on the vendor's site, so we can’t compare those tiers.

The page also lists an $800 two-year price ($33.33 per month) and a separate 50% sale at $300 yearly or $400 for two years. Confirm which offer applies before paying, and check renewal terms: they aren’t provided here. All Features includes a seven-day trial, while document allowances vary by level: 20, 35, or unlimited.

Add-ons can change the total. Scheduling is $5 or $10 per month, extra users $5, extra brands $10, recurring billing $10, and QuickBooks Online $5. Bank connection and time tracking are $5 each. The page lists 25 extra documents for $10.

The published information doesn’t describe an import process, supported migration formats, or how long a switch takes. Before moving, confirm whether 17hats can import your contacts, projects, invoices, documents, and workflow data in the formats you use. Its pipelines, scheduling, payments, client portal, and automations cover several parts of a client journey, so replacing it may mean setting up those processes again in another tool; the exact effort depends on what you use.

Export options and access to data after cancellation aren’t confirmed in the published material. Get answers in writing before moving important records or relying on the portal for client access. The published material also contains no Reddit posts or comments, so we can’t responsibly say what Reddit users report about leaving 17hats. If integrations are a deciding factor, verify the specific connections you need: the published information names Stripe, Square, Zoom, and a paid QuickBooks Online add-on, but doesn’t establish broader integration coverage.