17hats - Standard Operating Procedures for your workflow
We have the Standard Operating Procedures for 17hats available in PB Central.
If you’re looking for a way to streamline your workflow, this may be the solution you’re looking for.
17hats is a CRM and workflow management solution for solopreneurs and small teams. It provides the ability to manage the client relationship from the prospect stage through onboarding and service fulfillment.
17hats works as a digital filing cabinet system where each contact is the equivalent to a hanging folder, and each project is a file folder inside the contact.
17hats organizes everything into projects. Each project stores all related information, including emails, notes, documents, and anything else that you add. You can have multiple projects per contact should you wish to organize things further. For example, you can have a bookkeeping project and another project for tax preparation under the same contact.
You’ll love it because it has:
● Dashboard
● Unlimited Contacts
● Unlimited Projects
● Workflows
● Templates
● Lead Capture Forms
● Questionnaires
● Quotes
● Contracts/Letter of Engagement
● Invoicing
● Online payment integration with Stripe, Paypal and Authorize.net
● Email Integration
● Calendars and Google Calendar Integration
● Sync invoices with QuickBooks Online (USA and Canada)
● Time Tracking
● Online Scheduling with Zoom integration
● Client Portal
● Mobile App
● Additional brands (linked accounts) at no extra cost