The Transformation

Level Up Your Business

Cheers to You!

Your Journey, Your Success

Welcome to 17hats! We're thrilled to have you join our community of determined business owners who are taking bold steps toward business transformation and success.

Running a business is more than just following your passion—it's about creating systems, building processes, and gaining the confidence to run your business like a business. At 17hats, we’re here to help you do just that.

Our platform is more than just a set of tools—it’s a partner in your journey. From managing your schedule to automating repetitive tasks, every feature is designed to free you from chaos so you can focus on what truly matters: your growth, your vision, and your clients.

As you explore 17hats, know that you're not alone. Our team and community of small business owners are here to support you every step of the way.

Together, we’ll help you:

• Organize your day-to-day so nothing falls through the cracks.

• Streamline your processes to save time and reduce stress.

• Grow your business with confidence and clarity.

This is more than just a subscription; it’s a step toward reaching your business dreams. Here’s to your journey and the incredible milestones that lie ahead. We’re excited to be

CEO, 17hats

Let's Get Organized

Clear the Clutter

Clearing the clutter and getting organized is the foundation of any successful business. When your workspace, schedule, and processes are streamlined, you free up the mental energy to focus on what truly matters: growth and providing exceptional service to your clients.

An Organized Approach:

• Reduces stress

• Prevents missed opportunities

• Ensures you’re always one step ahead

It’s not just about tidying up; it’s about creating a system that empowers you to run your business with clarity and confidence.

With a solid foundation in place, success becomes not just a goal, but an inevitable outcome.

Client and Lead Database

Organize clients, leads, and others associated with your business.

Store and organize your business contacts online. All will be accessible from your computer and mobile device, making it super easy to take action or look up important information.

“17hats takes the worry out of my business.”

Your Business Toolbox, Redefined

To-Do Manager

To-Do Manager works seamlessly with your calendar ensuring nothing falls through the cracks.

Custom Fields

Need further customization?

Create your own Custom Fields that fit your business needs.

2-Way Email Sync

Send emails via your server and auto-import lead and client emails into 17hats.

VANESSA JOY

Project Management

Take your manila folder online with 17hats Projects. Forget searching through folders and inboxes—create a Project for each client service. It’s your centralized hub for emails, documents, to-dos, notes, financials, and everything else you need to stay organized.

Documents

Easily create, send, access, and store Quotes, Contracts, Invoices, and Questionnaires tied to the service you are providing.

Email Templates

Create unlimited Email Templates, as well as, Quote, Contract, Invoice, and Questionnaire templates.

Events

All events, such as phone calls, meetings, and date of services for your Project, will be added to your Project page as well as your calendar.

Interactive Dashboard

Start your day with the 17hats Dashboard to keep you up-to-date with business happenings.

Details

Project details like the date, time, and location are all front and center ensuring you never miss a beat!

Related Contacts

Keep track of emails and phone numbers for Related Contactsspouses, wedding party, children.

Let's Get Organized

Eliminate the Chaos

Tired of the chaos? Simplify your business to drive further success. With just the basics of 17hats you will see a noticeable difference in you and your business. When you bring your business into our powerful all-in-one platform, you will save time and create an efficient and productive workspace.

No more bouncing between apps or dealing with a never-ending to-do list. With the right tools working together, you can focus on what really matters and get more done in less time.

Decrease the Back-and-Forth Emails

3-in-1 Document: Quote, Contract, and Invoice

Combine your Quote, Contract, and Invoice into one online document for a faster and better client experience. Document and Email Templates make for effortless creation and sending. And, with the documents being accessed online and mobile friendly, your lead can complete the documents in just a few clicks. Booking a client has never been easier!

Reduce the Number of Apps

Stop jumping from app to app. With contracts in one app, online scheduling in another, and invoices in a totally different one, you are wasting valuable time trying to keep it all organized. Simplify by bringing your business all under one roof. With all the tools you need in one place and built to work together, you will quickly gain time back in your day and increase productivity.

Eliminate the Endless To-Do List

17hats Dashboard ensures you always know what to do and when to do it.

Start your day with coffee and 17hats. Your Dashboard will house everything you need to do for your business. From contracts that require your signature, new leads that need tending too, and to-dos that need your attention. Everything will be at your finger tips.

“17hats

is like having another team member on staff — one that can juggle an ever-growing number of daily tasks.”

DAVE KALMBACH

Let's Automate!

Streamline for Success

Bogged down with emails, answering leads, sending contracts, and attempting to prioritize your to-do list? Here's how 17hats can help!

Streamline Lead Management Increase Bookings

Accelerate Bookings Save Time

Automate Onboarding Happier Clients

Optimize your Fulfillment Process Deliver on Time

PETER HURLEY

“17hats – if that isn't a SHABANG! I don't know what is!”

Your Client Experience: 10x Faster

Lead Experience

Never miss a lead! Automatically capture, respond to, and evaluate leads with ease using 17hats Lead Capture Forms and Workflows.

Booking Experience

Book clients easier. Send your Quote, Contract, and Invoice, all in the same email. They select their products or services, sign the Contract, and pay the Invoice – all online.

Fulfillment Experience

Stay on task. 17hats helps you prioritize your day, so you know what's due when. You deliver a rave-worthy experience, each time, for every client.

Onboarding Experience

Anticipate client questions, automate confirmation and reminder emails, and Client Portal offers a go-to place for documents and details.

Lead Experience

17hats makes capturing leads more efficient. Automated responses ensure quick follow-ups, while seamless organization keeps you on top of every inquiry. It’s the perfect way to impress potential clients and set the tone for a professional relationship.

Capture Your Lead + Automated Response

Replace your website contact form with a 17hats Lead Capture Form. Based on the lead's selection of services you provide, they will receive a personalized response tailored to their needs.

Automate a personalized, yet strategic, response to vet your leads. Your lead will receive an email, which can include a Questionnaire, within seconds. Or, automatically send them an Invoice or link to your Online Scheduling to book a consultation.

Feature Check

Lead Capture Form

Lead Source Reporting

Lead Pipelines

Custom Fields

Phone Logs

Custom Tags

Lead Notifications

Lead Management

Workflow Triggers

Two Ways to Track Your Leads

Lead Pipelines

Keep track of your lead activity with 17hats Pipeline. You can easily see who inquired, booked a consult, or who has been sent an invoice or quote.

Lead Source Reporting

Lead source reporting tracks and analyzes your lead origins—like social media, referrals, or events—helping you focus on what works best.

Booking Experience

When your lead is ready to book, send an all-in-one document with everything your lead needs to become your next client. Use the 17hats Quote, Contract, and Invoice trio during your consultation or deliver to their inbox for easy completion on their own.

Quotes

Contracts Invoices

Online Payments

Apple/Google Pay

Tipping

Automatic Payments Payment Schedules

Invoice Reminders

Don’t use a Quote? Maybe you should!

• Make more money with à la carte items.

• Leads can clearly see package descriptions and pricing.

• Eliminate the “I thought I was getting xyz.”

Real businesses protect themselves. Do you?

• Set expectations for you and your clients.

• Safety-check important details such as date, time, and location.

• When the unthinkable happens, you are covered.

Quote Contract Invoice

Get paid more. Who doesn’t want that?

• Gain trust by looking more professional.

• Online Payments allow Clients to buy higher priced items.

• Automatic payment reminders keep you getting paid.

Onboarding Experience

With the power of Workflows, once your lead books with you, your communications can be on autopilot. This makes you look like a rock star and your client feel secure in their decision choosing you and your business.

Automated Confirmation

With Workflows, automate instant confirmation emails for bookings, ensuring clients know you’ve received their information and they’re on your calendar.

Client Portal

Send your client their secure Client Portal to access their documents and event details without hassling you.

Feature Check

Secure Client Portal

Automated Workflows

Questionnaires

Email Templates

Scheduled Emails

Online Scheduling

With Online Scheduling, you can easily book prep calls or meetings, and post-service sessions all without lifting a finger.

Questionnaires

Once booked, continue the professionalism with emails and Questionnaires to give and gather important information.

Automate sending the documents 30, 60, and 90 days before your Project Date. They will think you are on top of it, and you forgot you even scheduled it!

Fulfillment Experience

When it's time to fulfill your service, leave it to 17hats to make sure you stay on track. Hit your deadlines and complete your experience with your clients raving about your business.

Workflow

Turn your process into a Workflow in 17hats. By listing each step, tying it to a date, and placing it on your calendar, you’ll deliver on time, every time.

Quick Tip:

Ask for Reviews

Once all is said and done, trigger an email template with a final goodbye and ask your client to leave you a review. By using email templates, you can ensure wording, grammar, and links are all correct, making this a simple and stress free task.

Feature Check

To-Do Manager

To-Do Lists

Workflow

Bookkeeping

Receipt Upload

Invoice Reminders

Notes

Time Tracking

Online Scheduling

With 17hats Online Scheduling, you can easily book, confirm, and remind postservice meetings and product pick ups.

& Trusted Loved

By Business Owners Worldwide

“17hats has automated our payment processes, organized our entire business, and saved us so much time.”

– GARY HUGHES

“17hats transformed our business chaos into streamlined success—it’s like having a super organized assistant who never clocks out!”

– WILL CADENA

“We met the gang at 17hats during a conference and immediately fell in love with the ease of use, helpful automations, powerful tools, and friendly team.”

– JO & JASON MARINO

More Than Just A Platform

17hats is here to help you learn, build, and grow your business.

Blog

Business education and 17hats Tips and Tricks.

Marketplace

Download 17hats templates from trusted partners.

University

Learn from videos, webinars, and live events.

HatsOff Podcast

Amanda Rae, CEO of 17hats, dives into tough business topics.

Features? Check!

All your business management features, seamlessly working together to help organize and automate for success.

Dashboard

Contact Details

Project Details

To-do Lists

Two-way Email Sync

Calendars

Quotes

Contracts

Invoices

Recurring Invoices

Payment Plans

Electronic Payments

Questionnaires

Email Templates

Automated Workflows

Client & Lead Pipelines

Secure Client Portals

Online Scheduling

Lead Capture Form

Lead Reporting

Custom Fields

Phone Logs

Custom Tags

Lead Notifications

Bookkeeping

Receipt Upload

Invoice Reminders

Notes

Time Tracking

Mobile App

Easy Integrations

17hats works seamlessly with the partnerships you’ve already established.

or at support@17hats.com