17hats review

17hats aims at the solo service provider who wants the client list, paperwork and money in one place. Quotes, contracts, invoices and questionnaires are all documents that clients can complete and sign, with automated reminders when one is due, and the reporting includes aged receivables so you can see what is overdue. Pricing is simple to read: $60 a month, $600 a year or $800 for two years, all in USD, with a 7-day free trial and a 30-day money-back guarantee. Online scheduling is a separate module at $5 a month for the basic version and $10 a month for the advanced version, which adds pay-on-booking. Bank connect for expense import is another $5 a month. It covers the basics well for one person, but the add-on modules raise the real cost, and teams that need automation depth or field scheduling will find more in Dubsado or Jobber.

Who it is for

solo service providers who want CRM, documents and simple bookkeeping together

Price

$60 per month, $600 per year or $800 for two years.

Save $120 Yearly $600 /year
Quoted from the vendor pricing page on November 11, 2026.

Key features

• Quotes, contracts, invoices and questionnaires as documents
• Online scheduling module from $5 a month, advanced scheduling $10 a month
• Aged receivables and income forecasting reports
• Zapier connection to Mailchimp, Constant Contact and other apps
• SMS texting and optional bank connect for $5 a month

Strengths and weaknesses

• Strength: Monthly, yearly and two-year payment options
• Strength: 7-day free trial with access to all features
• Strength: 30-day money-back guarantee
• Weakness: Online scheduling is a paid module
• Weakness: Bank connect for expense import costs $5 a month extra
• Weakness: Shorter trial than most tools on this list

Key facts

• Monthly: $60 per month
• Yearly: $600 per year
• Two years: $800
• Free trial: 7 days

Where it ranks

17hats is No. 7 in our Best CRM for Service-Based Businesses verdict.