Upload Pdfs to Client Portal in 17hats

What is 17hats?

17hats is a system that allows you to automate your business processes. It's a tool designed specially for smaller businesses with fewer staff then that they tin manage operations such every bit billing, scheduling, and meetings, etc. without relying besides much on paperwork.

Solutions from 17hats ensure that you focus primarily on your work. Hence passionate individuals working on their own can greatly benefit from this software. Particularly, photographers have found 17hats a really useful tool in helping them manage all necessary operations they require when dealing with multiple clients.

17hats was introduced in 2014 and in such a short period, it has fabricated quite a few customers who are well-known individuals also every bit small business organisation owners. With such versatility and flexibility, 17hats becomes a nifty automation tool for businesses. You can check out its alternatives as well.

How Much Does 17hats Cost?

17hats Pricing Plans:

1. Level 1

$13/mo

Become started with our CRM + Documents, Lead Capture Form, and Online Scheduling.

• Free CRM included for life
• twenty Documents* / Month
• Ane Lead Capture Grade
• One Online Scheduling Service

2. Level 2

$25/mo

Needing to streamline and automate your business organisation to save fourth dimension? Get started with the CRM + the automation y'all demand to abound your business concern.

• Gratis CRM included for life
• 35 Documents* / Month
• 3 Atomic number 82 Capture Forms
• Unlimited Online Scheduling Services

3. Level Three

$50/mo

Searching for an integrated solution to optimize your business organisation? Get to know your new CRM + integrated ready of features set to do the work for you lot.

• Gratuitous CRM included for life
• Unlimited Documents* / Month
• 20 Lead Capture Forms
• Unlimited Advanced Online Scheduling

Overview of 17hats Features

Client Profile Management

17hats is the best when it comes to client profile management. Information technology has a search feature that enables yous to find the client based on cardinal information like name, emails, phone numbers, etc. You can also easily assign clients to your team members with ease.

Invoice Management

The interface is designed in such a way that you tin produce invoices only yous don't need to worry nigh remembering to produce an invoice for each of your clients. This keeps the procedure automatic and saves time!

Scheduling

If several people are managing several different business operations, then 17hats is perfect for y'all.

17hats provides like shooting fish in a barrel scheduling at all its levels which allows workflows forth with tasks management to be synced automatically across all involved parties.

Credit Card Payments

You lot can now charge your clients/customers through diverse methods including credit card or ACH.

Payments made on a specific date automatically trigger a task on the calendar, saving you time and eliminating errors that come from manual transactions

Dashboards

Customizable dashboards let you meet everything going on with tasks, electric current projects, and all without having to jump between electronic mail and calendars constantly.

Templates

17hats has a library of downloadable templates which let you to create customized proposals, contracts, invoices, etc. You can also choose from among numerous high-quality concern documents offered by 17hats.

Online Contract Signing

In addition to digital signatures, customers can sign their contracts online. This allows for fast contract approvals at low costs.

Financial Management

17hats also offers a checkbox in the way of better fiscal management. The premium version of 17hats manages your invoicing, expenses, and accounting.

Billing

Yous can bill for hours worked, fourth dimension on calls, or anything else yous need to track using custom tags in 17hats.

Lead Generation

You lot can create unlike marketing tasks and assign them to your squad members. You lot can too see how many leads each person is generating via 17hats' customizable reports.

Workflow Automation

With easy task creation, you lot can fix workflows that automate processes like approvals, meetings, etc.

17hats likewise allows you to collaborate with your clients! Using Google Calendar integration, 17hats syncs both your personal and work calendars.

Automated Payment Reminders

Y'all don't have to worry about tardily payments or tasks that are due. You can fix reminders that exit automatically before a job is due so that you lot won't miss or forget annihilation!

Overview of 17hats Benefits

Y'all can create new leads in a blink of an center. Such feasibility allows you to turn your potential customers into regular ones. It enables you to instantly reply to your customer queries which helps you to improve your client relations.

Realizing how hard you might work for your clients, 17hats provides features that help you to get paid instantly. You won't have to remind your customers about payments which are quite embarrassing.

i. CRM for life

17hats is the CRM y'all can utilize for life. Information technology doesn't expire, and you can maintain your listing of contacts no matter how many businesses you lot start.

It is a peachy starting point because information technology is free to apply and like shooting fish in a barrel to learn. Y'all can outset with a simple plan within minutes without having to worry about subconscious charges.

2. Customizable And Complete Solution for Yous

There is a variety of customizable options that volition surely suit your specific needs ' whether it exist basic or advanced task lists. With 17hats, the possibilities are endless!

17hats protects information from prying eyes, minimizing security threats and setting up user-based permissions that y'all tin can gear up at any time or on a case-by-case basis.

17hats is perfect for growth, supporting both piece of cake onboarding and to-do lists that are customizable for every phase of your business'due south workflow then yous can organize them in real-fourth dimension.

3. Collaboration with the Power to Track Progress

17hats enables you and your clients to interact through task direction features and customizable workflows.

You can also see who is doing what and how well they're performing their tasks via 17hats reports based on real-time data. Thus, you can runway the progress of your work and optimize it.

4. Flexibility

17hats provides you with the flexibility to create tasks that are specific to your business, no thing how many businesses you run.

You tin also send all-encompassing reports via email or PDFs. Information technology's but another groovy fashion to tailor everything for your needs!

5. Exclusive Business Tools

With 17hats, you tin can create several timesaving business concern tools which are fully custom-designed to meet your specific needs.

These include invoices, proposals, contracts, receipts, and much more! Moreover, you tin besides choose from numerous high-quality business organization documents offered past 17hats.

To cutting the long story short, 17hats makes your life easier past providing you with the right tools to make your workflow seamless and hassle-free. Information technology also reduces the complexities of function work, what more can you enquire for?

6. Affordable Pricing

You don't have to pay an arm and a leg just to get your hands on the best CRM. 17hats is available in three unlike plans that adapt both pocket-sized business owners who are just starting and large companies. Information technology lets you choose the plan most suitable for your company so y'all can easily stay within your budget

Yous tin now build attractive and professional invoices with high efficiency. Too, y'all can create customized contracts for different clients and you can sign deals online.

To make sure that your payments are delivered on time, 17hats as well sends automatic payment reminders to your customers while making sure that you maintain a professional outlook. In addition to that, credit card payment processing is also available.

17hats too features automatic workflows so that you don't have to perform repetitive tasks. Yous can select workflows from the set-to-use templates or you can design your templates. Make custom invoices, contracts quotes, and much more.

Client profile management is also available in the feature pack of 17hats. Manage contact details and important notes for clients through your dashboard. The dashboard also features a 3-mean solar day schedule then that you can view all your upcoming meetings, projects, and deadlines.

Technical details

Devices Supported

• Windows
• Android
• iPhone/iPad
• Mac
• Spider web-based
• Windows Mobile

Deployment

• Cloud Hosted

Language Back up

• English language

Pricing Model

• Monthly payment
• Annual Subscription

Customer Types

• Pocket-sized Business
• Freelancers

Differentiating factor with ClientVenue and 17hats

ClientVenue Cardinal Points:

1. Piece of cake Customer Onboarding

Move away from loftier-impact onboarding to a self-serve & automated checkout onboarding model, so you tin focus on scaling your agency work instead of doing the heavy lifting on your ain.

Use templates, and standard processes which can exist duplicated for all your workflows so you can focus on work that matters the most for your bureau.

2. Manage Tasks & Client Requests

Have visibility over all your projects in existent-time. Manage your client requests in real-time, and showcase progress in a project manager style.

Bring all the teams together to interact on projects easily. Get a 360-degree view of your entire projection and prevent project delays from happening.

3. Storage

Store all your client-related files & assets in I place. So that you don't take to link your drives and shareable links every time. You can just pull your resource from your dedicated drive and adhere them in one identify.

4. Invoicing & Billing

Get all your payment-related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where y'all can focus on the of import bits of your business instead of chasing for payments, and getting your invoices cleared.

Be information technology recurring billing or one-time billing, we have all of that handled with native integrations using all top payment platforms and providers.

v. Teammates

Get all the stakeholders involved on the clients' side besides equally your agency side as well. You tin can assign the permission levels to all the teammates on your side as well as the agency side.

half dozen. Branded Experience

Make the portal look as if it'southward your product, and on your website. Make information technology expect as if it'due south a native experience to your website, by changing the branding, coloring, and design to suit your brands' styling.

7. Services

You can package upward all your services and testify them up to your customers, this style you movement from chasing payments and sending them manual pricing invoices and become everything done in an automatic way.

Connect with all popular payment platforms, and automate your invoicing and bill collection.

ClientVenue Features

ane. Billing & Invoicing

Manage all your clients, customers, and invoices from a cardinal identify. Become a complete view of where you stand with your money, and become every invoice generated in a matter of seconds.

Make custom quotes for clients that can be used to track the progress of projects or merely neb hourly rates for them.

2. Task Management

Have an easy way to assign tasks to anyone on your team. Become visual information about all the piece of work existence done without having to look at multiple programs and emails. Rail deadlines & milestones so no project slips between the cracks ever again.

three. Client Profile Management

Brand sure you accept everything of import about your customer right at that place within the workspace so it's attainable by everyone working on the, anytime they demand it. Collaborate with your unabridged team to streamline workflows, and ever accept a 360 view of the client.

4. Deject Hosted

ClientVenue is hosted on Amazon Web Services servers so you become all the benefits of a defended platform that's quick & easy to use.

The Customer-Portal lives only in the cloud so there'south no need for any local installation or maintenance which makes it even easier for your agency to start using it correct away without disrupting workflow.

5. File Management

Everything related to a customer can be accessed from one portal and then instead of cluttering emails with files & links, put everything in ane identify.

Access everything near your client when you lot need it, and make sure everyone else has access when they need it. Store every email, file, and call recording you lot go for a customer in one place.

six. Recurring Billing

Get all your recurring monthly billing done without cluttering your inbox. Brand certain invoices are sent out on time to avoid any late payment fees or anything else that gets in the fashion of collecting money that's rightfully yours. Information technology will also brand it easier for you to track what is owed & when.

7. Customer Communication

Keep all communication with the client in 1 place instead of having them send emails back & forth, or using multiple tools to communicate.

Y'all can utilize built-in features similar notes, tasks, calendars to hands manage everyone'due south schedule & continue everything organized so yous're e'er prepared for any conversations with the client.

8. Project Management

Have all the information about your projection in one place. Make sure zippo gets lost, and that everyone working on this projection has access to whatever they might need at any given time.

Get everyone'south notes, attachments & other important things related to the projection organized for easy access when you need it.

nine. File Sharing & Attachments

Make certain everything you need is accessible by everyone on the squad anytime they might need information technology.

Any files linked to a customer or job will be hands accessible within the workspace. Sharing documents is as easy as drag & drop, and attachments can be added direct from your e-mail.

10. File Uploading

Upload anything you desire into the workspace from your computer directly, making it easier for yous to share files.

Whether information technology'southward a screenshot of the project or that film people keep asking about, it can be added easily and so shared with merely those who need to see it.

11. Time Tracking

Continue rail of time spent on a specific task by just adding time to information technology. Save fourth dimension by non having to input the same data over and over over again, and track billable & non-billable time spent on a project all in the same identify.

12. Client Pecker Modify

Requite clients an insight into what you feel is fair or likewise high then they tin can see for themselves why those rates changed, and adjust their budgets accordingly. Easy to update, lets you lot stay in control of your time & make sure everyone is happy with what is being paid.

thirteen. Comparing to Other Platforms

Two main types of platforms exist for agencies. Those that offer billing, project management & invoicing but (like FreeAgent & QuickBooks), and those that offer all the above plus client portal admission (like 17hats).

There are also general-purpose projection direction tools similar BaseCamp but they don't have automatic invoices or billing so tend to exist less used by agencies than other projection direction tools.

If y'all're using it as a stand-alone agency, you lot can utilize the free plan forever. If you cull to upgrade, a few options are depending on how many people you take on your team and what features yous demand.

Why 17hats is better?

17hats is specifically designed for agencies. Information technology's non only an invoice generator that also offers project management - information technology'southward a platform built by people who know what you need and what challenges you confront daily.

More than anything else, 17hats exists to brand your life easier. You don't have to spend whatsoever time looking through complicated interfaces or having conversations with your clients almost how everything works.

You can get on with building the best agency possible & growing your business without worrying nigh all of the software sides of things.

• No Bugs & No Down Time

There are never any bugs, and you'll never find yourself locked out of the organisation after a server outage. Everything is designed to work smoothly and communicate with your team as well as possible.

• Easy To Employ

Everything has been streamlined into simple, quick interfaces that crave very little user training or learning curve.

As it'south specifically designed for agencies, 17hats keeps things as easy equally possible for anybody involved so no one always gets lost in unnecessary features or complicated steps.

• Information technology makes Billing & Invoicing Easy

We know billing tin exist frustrating & disruptive if you don't have a background in finance or bookkeeping. 17hats takes care of your invoices so yous don't take to.

There's no need to spend time researching the best invoices, saving images into multiple files, or writing any code.

Yous tin customize your invoices every bit much as y'all'd like and we handle everything else automatically so all you have to worry about is getting clients to pay on time - not making sure they sympathize their bills or how everything works.

• Client Portal

17hats provides a customer portal where you and your team can stay in bear on with clients and send messages directly from within the platform.

It too allows them access to view & downloads important documents without having to log into anything.

• Become Paid Easily

Letting clients know how much something volition cost before information technology starts tin can be tricky if you're using an invoice generator that requires yous to enter everything manually.

17hats gives y'all control over your billing - you tin can quote verbal fees & costs for each chore & then keep them up-to-date as the chore progresses and then they never demand to ask expensive questions or wonder where their money went.

• Expenses, Revenue enhancement & Invoices

17hats automatically tracks expenses inside your bureau, sends taxation documents for you, and also manages all of your invoices with ease.

This mode no one needs to worry well-nigh forgetting annihilation or making mistakes forth the way - anybody has admission and knows what is going on at any given fourth dimension.

• Easy File Direction

Information technology takes a lot of work to sort through different systems before you notice something that is well enough to deal with the docs y'all need.

When you sign up for 17hats, the platform is already equipped with everything y'all need to go started - all of your files are hands attainable & organized for teams of any size.

• Customer Communication

Proceed your clients in the loop without having to worry. With 17hats, they'll never accept to ask who did what or why something ready them dorsum - they can encounter exactly how their coin was spent within the client portal.

It also keeps everyone informed almost upcoming tasks that might exist getting billed before long so nobody catches yous off-guard subsequently on down the road when it comes time to beak once more.

Conclusion

Information technology's an all-in-1 platform that helps you build the agency of your dreams. It makes everything from organizing, managing, and billing to receiving payments as like shooting fish in a barrel as possible and so you can focus on what matters almost.

Growing a strong business with loyal clients that simply gets stronger over time. It'due south designed for agencies of all unlike sizes so y'all can use it as long as you need it.

17hats is the only tool you'll always need to build an agency that runs itself with minimal input from your team. Everything works together seamlessly and so everyone knows what's going on at whatever given time, simply by logging into their dashboard.

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Source: https://clientvenue.com/blog/17hats-pricing/

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