![]() ![]() I even bought the business tips videos at an additional fee thinking that would help. It seemed to be an endless learning curve for me. I spent at least 30 hours watching videos and inputting data, templates, questionnaires and still was not successful. After speaking with the reps, I was convinced that 17 hats would be easy and be of great help for streamlining my business. I am in the wedding industry and create one of a kind ceremonies for couples. The lead forms work well, but cannot be styled to match the landing pages we use for inbound marketing.Ĭomentarios: Pretty awful. I also wish there were a full api for lead intake. We deal with some billing that requires calculation in sub-penny increments and the billing suite performs rounding errors because it cannot calculate below 2 decimal places. It provides some lightweight bookkeeping features but also integrates with Quickbooks Online. Upon electronic signature of the agreement the invoice is created and sent. We create quotes and upon acceptance the agreement is sent. Each is handled and triggered by the previous step. One huge thing this has done for us is to streamline the quote to contract to invoice process. Includes workflow designs that automate and track projects by stages. Helps with prospecting by providing web publishable intake forms. Integrates with several payment gateways to automate payments. I heartily recommend this to anyone who needs a little more time to do work of their business rather than the business of the business.Īllows me to create invoices and automate monthly billing. It saves me time on a daily basis by automating my contracts, invoices, and payment acceptance. I'm not sure how many hats it helps me with as a small business owner, but it sure is close to 17. Comentarios: This truly lives up to its name. ![]()
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