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Essentials

$13

/month

Paid Annually

$150 Annual Plan
$15 Monthly Plan

Get Started

Is this for you?

Looking to move your business from pen and paper to an online platform?

Perfect for anyone just starting out or wanting to ease into change.
‍

Free CRM included for life
20 Documents* / Month
One Lead Capture Form
One Online Scheduling Service

$25

/month

Paid Annually

$300 Annual Plan
$30 Monthly Plan

Try Free

Is this for you?

Needing to streamline your business to save time?

The right fit for anyone needing to start saving time right away.
‍

Free CRM included for life
35 Documents* / Month
Three Lead Capture Forms
Brand Customization

Premier

$50

/month

Paid Annually

$600 Annual Plan
$60 Monthly Plan

Let's Roll

Is this for you?

Searching for an integrated solution to automate your business?

Our Premier Plan is the right fit for anyone who understands their process and is ready to implement.

Free CRM included for life
Unlimited Documents* / Month
20 Lead Capture Forms
Advanced Automation Features

Join Now

‍Your simple solution for Invoicing and business organization.

‍New to business? Get started the right way, so when you’re ready to grow your business, we will grow with you. Our Free CRM is the first step to business success.

Unlimited Contacts and Projects
Four Invoices per Quarter

Sales Tax Report
Email Templates

Click here for plan comparison chart.

Try any/all packages for 7 days free.

Explore all features.

No credit card required upon sign-up.

All prices are in USD.

Frequently Asked Questions

Need more details?

Is there a free trial?

You can try any 17hats package for free for up to 7 days. During this time, you can explore each package to see which one is a good fit.

Can I upgrade at any time?

Of course. We suggest to start with the plan you’re most comfortable with. Once you’re feeling confident, you can upgrade to the next plan. We will automatically apply credit for the unused time toward your new plan choice.

What if I need help?

Our 17hats support team is entirely in house and provides quick support including access to live chat and our extensive collection of help articles and tutorials.

Which plan should I choose?

Our plans were meticulously designed to meet you where you are in business. If you are just starting out, Essentials will be best. If you have a growing business but are not ready to automate, try Standard. And finally, if you are ready for automation - Premier is the best choice. Remember, you can always upgrade plans when you feel comfortable.

Making the right choice

How does 17hats compare?

Every platform will offer a variety of features. Many look the same on the outside, when on the inside they are wildly different. Because we build our core features in house (unlike others who use watered-down third parties), 17hats is built with interconnectivity in mind. Because of this, one feature can trigger another and can kick off a chain effect. No other software has the ability to fully automate your client experience from beginning to end like 17hats.

At the end of the day, there is no real comparison to 17hats. We have even been told that 17hats is Coke and all the others are Pepsi. How’s that for a comparison? ;) We like it!

In-Depth Look at Each Level

Use our comparison grid to help select the best level for you.

Organization

Dashboard

Your Dashboard lets you check the pulse of your business, at a glance.

Contacts

Unlimited

Keep track of clients and their projects, with key info at your fingertips.

Projects

Unlimited

Projects gives you a single place for documents, phone logs, and more.

Tag Management

Easily find what you’re looking for – associate related Contacts and Projects.

Related Contacts

Store the details of your Contact’s friends and family.

Custom Fields

Store and reuse important client information, through the use of tokens.

Documents

Invoices

Create professional-looking Invoices and get paid online. Cha-ching!

Quotes

Save time with professional Quote templates, complete with your logo.

Contracts

Customize and email Contracts – clients can sign with an e-signature.

Questionnaires

Automated Questionnaires let you evaluate leads without lifting a finger.

If/Then Logic

—

Get to information quicker with intuitive Questionnaires.

Document Confirmation

Clients receive an email confirmation when they complete a Document.

Document Reminders

—

Automated reminders nudge clients when important Documents are due.

Document Templates

Create Document Templates – no more reinventing the wheel each time.

Docs/Month

35
(Add 25 for $10)

Unlimited

Documents consist of Quotes, Contracts, Invoices, and Questionnaires.
A Quote/Contract/Invoice nested as a single attachment counts as one document.

Money

Invoices

Create professional-looking Invoices and get paid online. Cha-ching!

Invoice Templates

Reusable templates make creating and sending Invoices a snap.

Quotes

Save time with professional Quote templates, complete with your logo.

Quote Templates

Create Document Templates – no more reinventing the wheel each time.

Payment Processing

Stripe & Square

See your money faster. Get paid online via Stripe or Square.

Payment Schedules

—

Create different due dates for distinct portions of your total invoice.

Tipping/Gratuity

—

You can enable Tipping for Quotes, Invoices, and Online Payments.
Only available with Stripe and Square payment processors.

Saved Card Data

—

Clients can save their credit card data for easy payment of future invoices.
Only available with Stripe and Square payment processors.

Recurring Invoices

—

Included in Recurring
Billing Module

Send an invoice on a recurring schedule: weekly, monthly, or custom.
Only available with Stripe and Square payment processors.

Recurring Billing

—

Module Available

Charge a client’s credit card, automatically, on a recurring schedule.
Only available with Stripe and Square payment processors.

Bookkeeping

—

Easily categorize transactions, and find specific business transactions fast.

Branding

Remove 17hats Branding

—

With Level Two and Three, 17hats logo is removed from documents.

Customize Logo

Add your brand’s logo to Documents, such as Quotes and Invoices.

Custom Fonts & Colors

—

Customize the font and accent color for your 17hats Documents and more.

Customizable Text

—

Change the wording as you see fit for most buttons on your Documents.

Custom Subdomain

17hats members custom subdomain names for personalization

Update the subdomain that your clients see to represent your business.

Email Templates

Create templates to send consistent, professional-looking emails.

Outgoing Email

Send emails quickly from inside your Contact’s Project page.

Incoming Email

—

Sync your regular and 17hats email to track client correspondence.

Email Read Receipts

—

Know when your clients have read an email you sent through 17hats.

Save As Draft Emails

Create and save a client email as a draft within a project. Send it later.

Scheduled Emails

—

Create your email, then select a date and time for scheduled delivery.

Time Management

Mobile App

17hats mobile and tablet application for Apple and Android.

Download our free app and run your business from the palm of your hand.

To-Do Management

With To-Do Manager, due and upcoming tasks are prioritized.

To-Dos

Add To-Dos directly to your Contact’s Project.

Calendar

Share your calendar, and sync with Google and link with Apple Calendars.

Client Portal

—

Client Portal – a secure place for documents.

To-Do Workflows

—

Automate recurring to-dos and emails for every client, and never miss a step.

Advanced Workflow

—

17hats Advanced Automation with Workflows

Create steps for your process, and that gets applied to each Project.

Online Scheduling

Online Scheduling (Basic)

One Service

Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time.

Online Scheduling (Advanced)

—

Add-On
Available

17hats Online Scheduling For Multiple Services

Advanced features include pay upon booking, creating a Zoom link, and more.

Online Scheduling Payments

—

Taking Payments At Booking with 17hats Online Scheduling

Get paid at the time of booking with Advanced Online Scheduling.

Zoom Integration

—

Automatically create a unique Zoom URL with each booking.

Lead
Management

Lead Management

Stay on top of your leads. No more missing out on great prospects!

Lead Capture Forms

Generate business with an embedded (or linked to) Lead Capture Form.

Auto-Responder

17hats Auto Response to Lead Capture Forms

17hats automatically responds to leads for you, even when you’re asleep.

Workflow Trigger

—

Each completed Lead Capture Form triggers a step-by-step workflow.

The Knot/WeddingWire

—

Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.

Reporting

Sales Tax Report

Know exactly how much you need to pay based on your total sales.

Client Sales Report

Quickly view your average sale for each client.

Product Sales Report

—

Stay informed on the popularity of each product or service you sell.

Profit/Loss Report

—

See the money you have coming in, and going out.

Upcoming Receivables

—

Quickly see the amount of money coming in for future time periods.

Aged Receivables

—

Quickly see how much money you are owed that is considered past due.

Modules

Zapier lets you connect with Mailchimp, Constant Contact, and other apps.

Online Scheduling (Basic)

$5/Month

Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time – then you confirm.

Online Scheduling (Advanced)

—

$10/Month

Advanced features include pay upon booking, creating a Zoom link, and more.

Users

—

$5/Month

3 included
Additional - $5/Month

Add additional users – assign tasks, while limiting their permissions.

Brands

—

2 included
Additional - $10/Month

Add brands – even share Document and email templates across brands.

Time Tracking

$5/Month

Track billable and non-billable time, and adjust hourly rates by project.

Recurring Billing

—

$10/Month

Create Recurring Invoices and charge a client’s credit card,
automatically, on a recurring schedule.

Integrations

Square

Accept Online Payments and access advanced payment features.

Stripe

Accept Online Payments and access advanced payment features.

Bank Connection

—

$5/Month

Connect your bank account so that expenses can automatically populate.

Quickbooks® Online

$5/Month

17hats integrates with Quickbooks® Online, so your financial data is all in one place.
Payments received in 17hats appear in Quickbooks®.

Track billable and non-billable time, and adjust hourly rates by project.

Zapier

—

Zapier lets you connect with Mailchimp, Constant Contact, and other apps.

Zoom

—

Add-On with
Online Scheduling Advance

Our Zoom integration automatically creates Zoom links for meetings booked through Online Scheduling.

The Knot/WeddingWire

—

Are you in the wedding business? Then 17hats is your perfect match.
Leads originating from The Knot or WeddingWire get special attention.

Customer
Support

Support Level

Basic (1 day)

Priority (4 hours)

VIP (1 hour)

Our top-notch, in-house support team has your back when you need help.

Now Is The Time To

Start Saving Time

$13

/month

$25

/month

$50

/month

Need more details?

Is there a free trial?

Can I upgrade at any time?

Can I purchase additional documents?

What if I need help?

Which plan should I choose?

How does 17hats compare?

In-Depth Look at Each Level

Don’t take a word for it