Lead through payment
Test inquiry, quote, contract, invoice, questionnaire, booking, and follow-up.
17hats brings client records, project pages, workflows, documents, scheduling, payments, and a client portal together. An alternative should be evaluated against the exact journey you need to preserve.
Test inquiry, quote, contract, invoice, questionnaire, booking, and follow-up.
Compare tasks, files, approvals, project visibility, team ownership, and client collaboration.
Review permissions, reporting, multiple services, capacity, finance depth, and relationship history.
Start from the records and transitions you already depend on, then test where the new system becomes clearer or deeper.
List contacts, projects, documents, emails, tasks, time logs, workflows, events, and portal expectations.
Write down what each workflow trigger means and the human exception path behind it.
Confirm whether the alternative supports the project depth, approvals, files, ownership, and client visibility you need.
Validate active documents, future dates, invoice balances, payments, client access, and historical references before cancellation.
Vendor capabilities were reviewed from official public pages on the date shown below.
Product facts checked against 17hats features and 17hats client portal on 2026-08-09.
Its official feature pages describe contacts, projects, quotes, contracts, invoices, questionnaires, payments, workflows, scheduling, communication, and client portals.
A business may need different delivery depth, team controls, specialist production, reporting, resource planning, finance, or client collaboration.
Move active contacts and projects, signed documents, unpaid invoices, payments, future events, open tasks, and the workflow rules supporting current commitments.
Test the alternative with one active engagement before committing.