Pricing

As You Grow, We Grow

Find the plan that is right for you.

Level One

$13

/month

Paid Annually

$150 Annual Plan
$15 Monthly Plan

Try IT Free
Is this for you?
Looking to move your business from pen and paper to an online platform?
Get started with our CRM + Documents, Lead Capture Form, and Online Scheduling.
  • Free CRM included for life
  • 20 Documents* / Month
  • One Lead Capture Form
  • One Online Scheduling Service
Level Two

$25

/month

Paid Annually

$300 Annual Plan
$30 Monthly Plan

Try IT Free
Is this for you?
Needing to streamline and automate your business to save time? 
Get started with the CRM + the automation you need to grow your business.
  • Free CRM included for life
  • 35 Documents* / Month
  • Three Lead Capture Forms
  • Unlimited Online Scheduling Services
Level Three

$50

/month

Paid Annually

$600 Annual Plan
$60 Monthly Plan

Try IT Free
Is this for you?
Searching for an integrated solution to optimize your business?
Get to know your new CRM + integrated set of features ready to do the work for you.
  • Free CRM included for life
  • Unlimited Documents* / Month
  • 20 Lead Capture Forms
  • Unlimited Advanced Online Scheduling
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

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

Try any level of automation for free.  

Your first three projects are on us.  

No credit card required upon sign-up.

All prices are in USD.

Frequently Asked Questions

Need more details?

Is there a trial for the paid plans?

You can try 17hats Level One, Level Two, or Level Three for free for up to three Projects. This will give you plenty of time to see if it’s the right fit for you.

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.

Can I purchase additional documents?

Yes, each plan comes with a specific amount of documents. If you reach your document limit in Level One or Level Two, you will be able to purchase more. Free CRM members cannot purchase extra documents.

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.

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. This is the reason why we are an automation platform, not just a CRM. No other software has the ability to fully automate your client experience from beginning to end.

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 fit for you.

Organization
Dashboard
17hats Dashboard View
Your Dashboard lets you check the pulse of your business, at a glance.
Contacts
Unlimited
Unlimited
Unlimited
17hats Project Page Details
Keep track of clients and their projects, with key info at your fingertips.
Projects
Unlimited
Unlimited
Unlimited
Projects gives you a single place for documents, phone logs, and more.
Tag Management
17hats Tag Management With Contacts
Easily find what you’re looking for – associate related Contacts and Projects.
Related Contacts
17hats Related Contacts In Email
Store the details of your Contact’s friends and family.
Custom Fields
17hats Custom Fields In An Email
Store and reuse important client information, through the use of tokens.
Documents
Invoices
17hats Live Look At An Invoice
Create professional-looking Invoices and get paid online. Cha-ching!
Quotes
17hats Invoice Live Look
Save time with professional Quote templates, complete with your logo.
Contracts
17hats Signed Contracts
Customize and email Contracts – clients can sign with an e-signature.
Questionnaires
17hats Questionnaire
Automated Questionnaires let you evaluate leads without lifting a finger.
If/Then Logic
17hats Questionnaire
Get to information quicker with intuitive Questionnaires.
Document Confirmation
17hats Notification Email
Clients receive an email confirmation when they complete a Document.
Document Reminders
17hats Email Remainders
Automated reminders nudge clients when important Documents are due.
Document Templates
17hats Email Template Options
Create Document Templates – no more reinventing the wheel each time.
Docs/Month
20
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
17hats Live Look At An Invoice
Create professional-looking Invoices and get paid online. Cha-ching!
Invoice Templates
17hats Live Look At An Invoice
Reusable templates make creating and sending Invoices a snap.
Quotes
17hats Invoice Live Look
Save time with professional Quote templates, complete with your logo.
Quote Templates
17hats Email Template Options
Create Document Templates – no more reinventing the wheel each time.
Payment Processing
Stripe/Square
Stripe/Square/PayPal
Stripe/Square/PayPal
17hats Online Payments With Credit Card
See your money faster. Get paid online via Stripe, Square, or PayPal*.
*Only Level 2 and Level 3 include PayPal as a payment processor.
Payment Schedules
17hats Payment Schedules For Invoices
Create different due dates for distinct portions of your total invoice.
Tipping/Gratuity
17hats Tipping Feature On Invoices
You can enable Tipping for Quotes, Invoices, and Online Payments.
Only available with Stripe and Square payment processors.
Saved Card Data
17hats Saves Credit 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
17hats Recurring Invoices
Send an invoice on a recurring schedule: weekly, monthly, or custom.
Only available with Stripe and Square payment processors.
Recurring Billing
Module Available
17hats Recurring Billing Module
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
17hats Account Settings
With Level Two and Three, 17hats logo is removed from documents.
Customize Logo
Adding your custom logo and branding into 17hats
Add your brand’s logo to Documents, such as Quotes and Invoices.
Custom Fonts & Colors
17hats Branding Settings
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
Email Templates
Create templates to send consistent, professional-looking emails.
Outgoing Email
Sending an email in 17hats
Send emails quickly from inside your Contact’s Project page.
Incoming Email
17hats incoming emails from clients
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
17hats Save as draft email
Create and save a client email as a draft within a project. Send it later.
Scheduled Emails
Schedule client emails in 17hats
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
Manage your To-Do List in 17hats
With To-Do Manager, due and upcoming tasks are prioritized.
To-Dos
Manage your To-Do List in 17hats
Add To-Dos directly to your Contact’s Project.
Calendar
17hats Calendar
Share your calendar, and sync with Google and link with Apple Calendars.
Client Portal
17hats Client Portal
Client Portal – a secure place for documents.
To-Do Workflows
17hats To-Do Workflow
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
17hats Online Scheduling
Improves your client experience and saves you (both) valuable time.
Your client chooses a service, date, and time.
Online Scheduling (Advanced)
Add-On
17hats Online Scheduling For Multiple Services
Advanced features include pay upon booking, creating a Zoom link, and more.
Online Scheduling Payments
Included in OS Advanced
Taking Payments At Booking with 17hats Online Scheduling
Get paid at the time of booking with Advanced Online Scheduling.
Zoom Integration
Included in OS Advanced
Automatically create a unique Zoom URL with each booking.
Lead
Management
Lead Management
17hats Overview Leads Page
Stay on top of your leads. No more missing out on great prospects! 
Lead Capture Forms
1
3
20
17hats Lead Capture Form
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
17hats 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
17hats Sales Tax Report
Know exactly how much you need to pay based on your total sales.
Client Sales Report
17hats Report For Client Sales
Quickly view your average sale for each client.
Product Sales Report
17hats Product Sales Report
Stay informed on the popularity of each product or service you sell.
Profit/Loss Report
17hats Profit/Loss Report
See the money you have coming in, and going out.
Upcoming Receivables
17hats Report Upcoming Receiveables
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
17hats Online Scheduling
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
17hats Online Scheduling For Multiple Services
Advanced features include pay upon booking, creating a Zoom link, and more.
Additional Users
$5/Month
3 included
Additional - $5/Month
Add additional users – assign tasks, while limiting their permissions.
Additional Brands
2 included
Additional - $10/Month
Add brands – even share Document and email templates across brands.
Time Tracking
$5/Month
$5/Month
$5/Month
Track billable and non-billable time, and adjust hourly rates by project.
Recurring Billing
$10/Month
17hats Recurring Billing Module
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.

PayPal
Use PayPal to accept Online Payments with Level 2 and Level 3 automation.
Bank Connection
$5/Month
$5/Month
Connect your bank account so that expenses can automatically populate.
Quickbooks® Online
$5/Month
$5/Month
Send gifts directly from 17hats, to surprise and delight your clients.
Track billable and non-billable time, and adjust hourly rates by project.
Zapier
17hats integrates with Quickbooks® Online, so your financial data is all in one place.
Payments received in 17hats appear in Quickbooks®.
Zoom

Add-On
Zapier lets you connect with Mailchimp, Constant Contact, and other apps.
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.
Testimonials

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Head of AI at Tesla