Simplify Your Business Process.

AND GET More Customers.

Why Your Business Needs a CRM?

To remain competitive and enhance customer relationships while streamlining processes, your business needs a CRM that:

  • Reduces procrastination by keeping important tasks prioritized
  • Never misses following-up with leads
  • Keeps customer information organized, secure but easy to access.
  • Effectively vets prospects and quickly responds professionally with confidence.

We Build Workflows that:

  • Automatically vet your leads
  • Secure bookings (video chat, in-person or via phone)
  • Automatically invoice
  • Process online payments
  • Make complex onboarding a simple, consistent experience
  • Send automatic reminders to customers and more...


As longtime users of the 17hats CRM platform, we rely on it to oversee all our business operations. We take great pleasure in demonstrating to our clients how to utilize 17hats for their service-based businesses. As a trusted 17hats Marketplace Seller offering valuable templates, we also proudly serve as a brand ambassador for 17hats.

Expert setup and integration of 17hats CRM to automate your

workflows and improve client management.

A man is sitting at a desk in front of a computer.

Professional Service Providers

Accountants

Bookkeepers

Notary Public

Consultants
A person is holding a canon camera in their hand

Creatives

Photographers

Designers

Event Planners

Public Speakers
A woman is holding a model house and keys in her hands.

Real Estate Professionals

Agents

Brokers

Transaction Coordinators

Virtual Assistants
A woman wearing blue gloves is holding a machine in her hand.

CRM Setup & Integration

17hats Set Up Bundle Services

Tailored 17hats CRM setup & Website installation, tech support chats, and well crafted customer experience (SOPs) standard operating processes.

BACK TO BASICS

Set Up Service

Customized 17hats CRM Set up Services:

  • 1-hour Discovery Call:
  • Deep dive into your needs to customize the perfect CRM setup.
  • Product & Service Input:
  • We'll load your offerings and fees for easy access and organization.
  • Branding Integration:
  • Import your branding guidelines for a CRM that reflects your unique identity.
  • Color-Coded Calendars:
  • Multi-calendar setup for seamless scheduling and appointment tracking.
  • Lead Capture & Templates:
  • Effortlessly capture leads with intuitive forms and professional document templates.
  • Customizable Workflows & Scheduling:
  • Streamline processes with workflows and online booking.
  • Automated Reminders:
  • Never miss an appointment with automatic confirmations and reminders.
  • Ongoing Support:
  • Get a detailed walkthrough, guidebook, and continuous email assistance for peace of mind.

BACK TO BASICS

Set Up Service

Customized 17hats CRM Set up Services:

  • Unlock clarity and direction with a 1-hour clarifying call, where we dive deep into your needs to tailor the perfect CRM setup just for you.
  • Effortlessly input your products, services, and fees into a system that works for you, ensuring everything is organized and accessible at your fingertips.
  • Stand out from the competition with brand customization that reflects your unique identity—because consistency matters in building trust with customers.
  • Stay organized like never before with color-coded calendars that simplify scheduling and keep all your appointments in check.
  • Capture leads seamlessly with our intuitive lead capture form and professionally designed document templates that save you time and enhance professionalism.
  • Streamline your operations with customizable workflows and online scheduling that empower you to focus on what truly matters—growing your business.
  • Never miss an important appointment again! Our automated reminders and confirmations ensure both you and your clients are always in the loop.
  • Experience thorough support through a comprehensive walkthrough meeting, an easy-to-follow guidebook, and ongoing email assistance—you're never alone on this journey.

SmOOTH SCALING

Workflow & CRM Migration

Full Migration from Old CRM to 17hats Set up Services

PLUS 3 Monthly Check Ins:

  • 17hats Workflow Setup
  • Streamline operations, improve customer engagement, and increase repeat clients and referrals.
  • Email Campaign Setup
  • Boost open rates and conversions with an opt-in and welcome sequence that captivates new subscribers.
  • Google Business Profile Updates
  • Stay visible to local customers with regular updates, enhancing search visibility and brand recognition.
  • Growth Tracking & Insights
  • Measure performance, spot growth opportunities, and make data-driven decisions to boost ROI.

This bundle helps you optimize processes, attract more clients, and track growth for lasting business success.

SmOOTH SCALING

Workflow & CRM Migration

Full Migration from Old CRM to 17hats Set up Services

PLUS 3 Monthly Check Ins:

  • Transform your business with our expert 17hats workflow setup, designed to streamline your operations and enhance customer engagement. This tailored process not only nurtures repeat clients but also encourages referrals and cultivates valuable reviews, ensuring that you maximize every opportunity.
  • Elevate your marketing strategy with a comprehensive email campaign setup, complete with an opt-in and welcome sequence that captivates new subscribers from the start. This means higher open rates, increased engagement, and more conversions for your business.
  • Keep your online presence fresh and appealing with regular updates to your Google Business Profile. Stay at the forefront of potential customers' minds while improving local search visibility.
  • Finally, our growth tracking feature provides you with actionable insights to measure success and identify opportunities for improvement. With these tools at your disposal, you'll have everything you need to propel your business forward confidently.

ALL BOSSED UP

Tech Chats & Support

17hats Virtual Assistant Support Services & Tech Consulting

  • Personalized One-on-One Guidance
  • Tailored support for your specific business needs, helping you make the most of your tech tools.
  • Flexible Session Options
  • We offer 1, 3, or 6 one-hour Zoom sessions for as much (or as little) support as you need.
  • Real-Time Collaboration
  • Screen sharing during sessions for instant updates, improvements, and efficient problem-solving.
  • Streamlined Processes
  • Optimize your tech setup for smoother workflows and faster execution, saving time and increasing productivity.
  • Expert Support
  • Master your tools with professional guidance, boosting your confidence and ensuring long-term tech success.

Transform Your Business with 6 Simple Phases

Step by step layout of how we get your business back on track with your CRM setup

  • PHASE 1. Explore

    Fill out our questionnaire. We'll set up a chat and get to know you and your business needs better. We'll identify what's keeping you stuck, discuss next steps to fix them with 17hats.

  • PHASE 2. Commit: Lock It In

    We have aligned and decided to start the project. We’ve sent you a quote, invoice, and agreement. Once the terms are finalized, we will establish your project’s start and completion dates.

  • PHASE 3. Questions & Answers Time

    We'll send questionnaire designed to help you share essential business information we need to get the project rolling.

  • PHASE 4. Let's Chat it Up

    We'll arrange a time to discuss and create a tailored action plan that aligns with your workflow preferences and the specific website integrations you'd like to connect to your CRM process. At this point we'll confirm that what we've outlined for you fits your expectations.

  • PHASE 5. We Get Stuff Done

    We will begin executing that plan right away! Once the setup project is complete, we'll create a reference tutorial/guide to help you maximize your 17hats CRM.

  • PHASE 6. Take It For A Spin

    The set up project is complete. Now  it's time put it to the test. We schedule recorded virtual meetings to train you on your 17hats system. 

Ready to Kick Those Outdated Systems to the Curb?

A black and white envelope icon on a white background.

Let's Begin Your 17hats Set Up Service

Share by: