17hats: Why It's the Perfect Tool for Small Businesses
Join Jesse Clark as he shares his insights on switching to 17hats for project management and invoicing in 2023. Find out why this CRM might be the best tool for streamlining your business workflow.
Discover why Jesse decided to make the switch from Plutio to 17hats and the features that swayed his decision.
Understand the various aspects of 17hats, including dashboard utility, lead management, and invoice creation.
Learn about 17hats' workflow automation capabilities and how they can benefit your business processes.
Get a walkthrough of the calendar integration with Google and the limitations with other platforms.
Explore the client portal feature, setting up online scheduling, and the additional bookkeeping options offered by 17hats.
Use link and code below to save $50 on sign up.
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00:00 Video re-recorded due to YouTube policy violation.
03:38 Manage invoices, quotes, contacts with 17hats.
08:31 Sync Google and 17hats calendars for flexibility.
11:42 Activate workflow to update contacts and send quote.
13:25 Learn to use different workflows and tags.
16:34 Automate business processes, manage expenses, brand settings.
21:15 Information integrations, custom fields, workflows, lead capture.
24:02 Clients can view or turn off documents.
26:58 Thanks, have a good day, referral link.
Смотрите видео 17hats: Why It's the Perfect Tool for Small Businesses онлайн, длительностью часов минут секунд в хорошем качестве, которое загружено на канал Jesse Clark - Small Business Resources 06 Январь 2023. Делитесь ссылкой на видео в социальных сетях, чтобы ваши подписчики и друзья так же посмотрели это видео. Данный видеоклип посмотрели 2,730 раз и оно понравилось 44 посетителям.
