The Best 17hats Time Saving Tools for Small Business

Are You Actually Using 17hats to Make Your Life Easier?

I talk to a lot of small business owners who are absolutely drowning in admin—wearing all the hats (marketer, bookkeeper, scheduler, coffee runner, CEO… you name it). If that’s you, first of all, I see you. Second, I have to share one of my favorite time-saving tools for small business that’s been a total game-changer in my own workday.

It’s called 17hats, and honestly? It’s like having a personal assistant who never forgets to follow up, never misplaces a contract, and doesn’t need PTO.

But here’s the thing: so many folks who have 17hats aren’t using it to its full potential. Maybe you’ve got the basics set up, or maybe you logged in once, got overwhelmed, and closed the tab in a panic. Either way, let’s take a fresh look—because this tool can seriously give you your time (and sanity) back.

Let’s Talk Workflows (aka “Set It and Forget It”)

This might be my favorite feature of all. Once I realized I didn’t have to manually follow up with every lead or send the same five emails for every new client… game. over.

Now, when someone fills out my inquiry form, 17hats automatically:

• Sends a welcome message
• Adds them to my pipeline
• Starts a workflow that handles everything from scheduling to invoicing

All while I’m doing something else—like actually working on client projects, or heck, going for a walk.

Workflows like these are why 17hats is one of my top time-saving tools for small business. You set them up once and reap the rewards every single day.

Scheduling Without the Back-and-Forth

You know that awkward email ping-pong trying to find a meeting time? Yeah, we don’t do that anymore.

With 17hats’ online scheduler, people can book directly into my calendar (which syncs with Google Calendar). It even sends reminders automatically, so no one forgets. This one feature alone saves me hours of back-and-forth—and it’s another reason I count this as a must-have time-saving tool for small business owners.

Invoices, Quotes & Getting Paid (Without the Awkwardness)

There was a time I dreaded sending reminders for unpaid invoices. It felt uncomfortable, and frankly, time-consuming. But now? I send a professional-looking quote or invoice with a few clicks, and if someone forgets to pay? 17hats sends a nudge for me. Politely. On time. Automatically.

(And clients can pay straight from the invoice—so no more “Can I Venmo you?” moments.)

Email Templates That Sound Like Me

I love connecting with my clients. But typing the same “Here’s what to expect” email every single time? No thanks.

I created templates for the emails I send most often—welcome messages, onboarding instructions, follow-ups—and then personalize as needed. It keeps the connection strong without eating up my day. Another big win in the time-saving tools for small business department!

Lead Capture = No More Slipping Through the Cracks

Before 17hats, I had Post-Its, emails, DMs… leads were everywhere. And once in a while, despite my best efforts, they’d slip right through the cracks. (Cringe.)

Now every lead comes through my inquiry form (on my website or social media), and I can see exactly where they are in my pipeline. No more forgetting to follow up or wondering, “Wait… did I ever send her the quote?”

This is why a CRM like 17hats should be on every list of essential time-saving tools for small business. It keeps your brain from having to hold everything all the time.

Don’t Forget the Mobile App (Seriously—It’s a Must Have!)

One of the most underrated—but absolutely magical—features of 17hats? The mobile app. It lets you access everything I just mentioned—your workflows, emails, quotes, invoices, client info, calendar, and more—right from your phone. Whether you’re waiting in the school pickup line, sipping coffee between meetings, or out on a walk, you can check off admin tasks without being glued to your desk. For anyone running a business on the go (aka most of us!), the app turns 17hats into one of the most truly time-saving tools for small business owners.

Bottom Line: More Freedom, Less Hustle

If you’ve got 17hats and you’re only using it for invoices, you’re leaving so much magic on the table. And if you haven’t tried it yet—oh friend, it might just be the tool you’ve been wishing for. 😉

I know systems can feel intimidating at first. But once you set it up to work for you? It’s like flipping a switch from chaos to calm.

Want help setting it up the right way?

I put together a free resource to get you rolling without the overwhelm. It’s my CRM Starter Kit, and it walks you through the prep work every business owner should do before diving into their CRM—things like naming conventions and documenting your processes. Even if you’re already using 17hats, you’ll find it incredibly useful.

🔗 Grab the Free CRM Starter Kit!

If you’re ready to dive a little deeper, I’ve also created a low-cost mini-course called Getting Started with 17hats. It walks you through the essential components of the system so you can hit the ground running in no time.

🔗 Check Out the Mini-Course!

And if you need a little hands-on help? I’ve got you. I offer a free Discovery Call to chat about your needs and explore how I can help you optimize your systems for good.

🔗 Book Your Discovery Call

17hats is more than just a software tool—it’s one of the most powerful time-saving tools for small business owners who are ready to reclaim their time and focus on what they truly love.

You really can have more freedom and less hustle. Let’s make it happen.

You might also like…

• Say Hello to Organization and Goodbye to Chaos with 17hats
• Master Your CRM System Setup with this Must-Do Prep Work
• Small Business Success: Crafting Business Processes that Work

17hats Referral Code and Free Trial Information

If you want to see what 17hats is all about, click the image to link to a FREE 7 Day Trial, or if you’re ready to purchase, follow the link for 50% off your first year or use the code debmitzel at checkout!

17hats Referral Link

Deb Mitzel is Your 17hats Guide—an experienced Small Business Operations Consultant and Coach, as well as a 17hats Implementation Specialist. With a passion for empowering small business owners, Deb specializes in helping clients reclaim their time so they can focus on building businesses that support their personal and professional dreams. Deb believes in creating an Integrated Life—a harmony where your business and personal life work together to serve you best. She knows that with the right systems, strategies, and a little guidance, you can build a business that is a blessing, not a burden. If you’re ready to simplify your processes and maximize your impact with 17hats or other tailored strategies, Deb offers a Free Discovery Call to explore how she can help. Click below to schedule your call and take the first step toward turning your vision into reality.

Schedule Discovery Call

Disclaimer: Some of the links are affiliate links, which means that if you choose to make a purchase, I will earn a commission. This commission comes at no additional cost to you. Please understand that I have experience with all of these companies, and I recommend them because they are helpful and useful, not because of the small commissions I make if you decide to buy something.  Please do not spend any money on these products unless you feel you need them or that they will help you achieve your goals.