17hats is a business management software for organizing projects, contracts, accounting, online payments and more. The centralized dashboard in the application shows urgent tasks and notifications along with upcoming calendar events and weather forecasts to simplify daily activities.
Allows members to design custom lead request forms and incorporate them into existing web sites to capture customer information and automatically respond to prospects. It offers a range of features including invoicing, quote management, e-mail synchronization, online scheduling, custom questionnaires, automatic payment reminders and workflows. The time tracking feature allows members to record time spent on projects, change hourly rates, track billable and non-billable hours, and share invoices with clients. It allows organizations to create customized contracts and emails with custom logos.
17HATS – TUTORIAL
17HATS – FEATURES
- By keeping your leads process in one place you will be able to quickly and easily respond via email, record notes, reschedule appointments, track money, and so much more.
- Create templates you can easily fire off. Use tokens to personalize each email ensuring you never misspell a client’s name or add a wrong service date.
- Learn about your best customers and the value they have brought to your business over the years.
- See exactly how much revenue each product and/or service has made to quickly identify your most popular or profitable services.
- New leads will complete a lead capture form from your Web site or social media link. This action will kick off your streamlined experience.
- Automatically send an email or document (Quote, Contact, and Invoice or a Questionnaire) immediately to your new lead. Leads want instant gratification, and you will deliver.
- Allow access to the completed documents and important project details in a unique client portal. No more resending completed documents or project details.
- With the 17hats Online Scheduling system, have your clients book other meetings quickly and easily saving you and them time and energy.
Conclusion
17hats is a messaging solution that allows customers to use the self-service portal to track job status, accept quotes, sign contracts and pay invoices. It supports integration with various third-party applications such as Google Calendar, iCal, Square, Facebook and others.
Write a review on this program.
You might also be interested in: Gorgias
| Usability: 9 /10 | Speed: 9 /10 | Features: 7.5 /10 | Support: 8 /10 | Pricing: 9 /10 |
Review this product
By submitting this review, you are confirming that it meets the Accurate Reviews Program Guidelines. Your Privacy is important to us