The project management feature in 17hats helps users efficiently track and manage projects. It allows for the organization of tasks, deadlines, and client communication in one centralized location. Notably, users can create and utilize project workflows, which are templates that outline recurring steps, tasks, or events in their business processes.

The client management feature in 17hats is designed to help users efficiently manage and organize their client information. With this feature, users can easily store and access client details such as contact information, notes, contracts, and invoices. Additionally, 17hats allows users to create custom forms that clients can fill out, automating the collection of important information. Overall, the client management feature simplifies the process of managing client relationships and streamlines communication and documentation.

The lead management feature in 17hats simplifies and organizes the process of handling potential clients. It allows users to capture and track leads, providing a centralized hub for all lead-related information. Users can input lead details, such as contact information and project requirements. Additionally, the feature supports automated lead capture through customizable contact forms on websites. With lead management, users can efficiently track, follow up, and convert leads into clients, enhancing their overall sales process.

The invoicing feature in 17hats simplifies the process of creating and sending invoices to clients. With this feature, users can easily generate professional-looking invoices and customize them with their own branding. Users can also track invoice status and send automated payment reminders to clients. Additionally, the software enables users to accept online payments, making it hassle-free for clients to pay invoices directly through the platform. Overall, the invoicing feature in 17hats streamlines the invoicing process and helps users get paid faster.

The time tracking feature in 17hats allows users to efficiently track, log, and manage their time spent on various tasks and projects. With this feature, users can easily track the time they spend on specific client work or individual tasks. This can be done by starting and stopping a timer or manually entering time entries. The time tracking feature also provides users with an overview of their logged hours, allowing for accurate billing and invoicing. Overall, it helps users effectively manage their time and provide transparent records of their work.

The document management feature in 17hats software allows users to easily store, organize, and share their documents in a centralized location. Users can upload various types of files, such as contracts, invoices, and proposals, to their 17hats account, making it easy to access and retrieve them when needed. The feature also includes options for adding custom tags and notes to documents for better organization and searchability. Additionally, users can securely share documents with clients, collaborators, or team members, streamlining collaboration and communication.

The online contracts and signatures feature in 17hats simplifies the process of creating, sending, and signing contracts, making it convenient and secure. Users can customize their contracts using predefined templates or by creating their own. Contracts can be sent electronically to clients for digital signing, eliminating the need for physical paperwork. Clients can sign contracts from any device, and the feature tracks all activity and sends automated reminders for unsigned contracts. It ensures a smooth and efficient way to manage contracts and obtain signatures in a paperless manner.

The calendar synchronization feature in 17hats allows users to connect and sync their external calendars, such as Google Calendar or iCal, with the 17hats calendar. This enables users to have a centralized view of their events, tasks, and appointments across all platforms. Any changes or additions made in either the external calendar or 17hats will be automatically reflected in both calendars, ensuring that users stay organized and up to date.

The task management feature in 17hats software helps users organize and track their tasks effectively. It allows users to create, assign, and prioritize tasks with due dates and reminders. Users can easily view their tasks in a centralized task list, making it easy to stay on top of their to-do list. Additionally, users can categorize tasks and mark them as complete once finished, providing a visual representation of their progress.

The expense tracking feature in 17hats helps users efficiently track their business expenses. It allows you to easily record and categorize expenses, such as travel costs, office supplies, or client-related expenses. You can attach receipts and generate expense reports to track your spending and stay organized. This feature saves time by automating expense tracking and offers valuable insights into your business's financial health.

The workflow automation feature in 17hats allows users to streamline and automate recurring tasks and processes. This feature enables users to create customizable workflows that automate various actions, such as sending reminders, generating invoices, and assigning tasks based on predefined triggers or events. By automating these processes, users can save time and ensure consistent and efficient project management.