Introducing 17hats: CRM and Ops for Coaches, Creatives, and Service Businesses
17hats is an all-in-one CRM for service businesses — leads, SMS, booking, pipelines, contracts, invoices, and workflows in one system.
Introducing 17hats: CRM and Ops for Coaches, Creatives, and Service Businesses
Solopreneurs should not juggle Calendly, Twilio, contracts, and invoicing in five tabs. 17hats is an all-in-one small-business CRM — leads, SMS, booking, pipelines, contracts, questionnaires, invoices, bookkeeping, and workflows — built in-house so the pieces talk to each other.
17hats sits in the coach / agency SaaS layer for photographers, coaches, designers, and 100+ service niches who need professional client experience without a brittle Zap stack. One plan includes the feature set; automation moves leads from inquiry to paid delivery.
What 17hats does
Run the client journey in one system:
- Lead capture forms with auto responses and source reporting
- SMS texting built in (no separate Twilio duct tape for basic flows)
- Online scheduling with payments, Zoom, and group bookings
- Pipelines for visual stage tracking across leads and jobs
- Quotes, contracts, invoices — including combined documents and Stripe payments
- Questionnaires and client portal for details and deliverables
- Workflow automation and bookkeeping so follow-ups and finances stay connected
Explore:
Who it is for
Service-based small businesses and coaches who sell packaged work — sessions, shoots, retainers — and want CRM + booking + paperwork under one roof rather than a fragile integration maze.
Where it fits in a content stack
17hats owns client ops and revenue admin. Content tools still create the marketing assets; 17hats is where inquiries become booked, contracted, and paid work.
Why it matters now
Tool sprawl taxes attention. Founders who film and publish still need a boring, reliable system that answers leads and collects payment while they create.
How teams typically use 17hats
A coach routes website inquiries into a lead form, auto-sends a questionnaire, books a consult, and invoices from one pipeline. A photographer combines quote + contract + invoice. A designer automates status emails as jobs move stages.
Quick tips if you try 17hats
- Start with the free trial and map one real client journey end-to-end.
- Replace the website contact form with a 17hats lead capture early.
- Build one pipeline for your primary offer before creating fourteen.
- Combine quote/contract/invoice to shorten time-to-signature.
- Use workflows for the repetitive emails you already send manually.
Soft close — related tool
If you also need concept → storyboard → animated or whiteboard explainer / Reels (not talking-avatar presenters), see Scro Explainer. Scro (by NOVAX) is built around approving an AI storyboard before you render — useful when you explain your offer or process on video. Keep 17hats as the focus of this intro; Scro is only a related option for storyboard-first explainers.