Between inquiries, follow-ups and actual project fulfillment, it’s easy to lose track of who’s where in your process. That’s why I’m thrilled about one of 17hats’ most visual and powerful features: Pipelines.

Tired of sending awkward follow-up emails about unpaid invoices? That’s one task worth handing off to automation in 17hats.

Let’s be honest: running a service-based business solo requires wearing a lot of hats. Between client projects, emails, finances, marketing, and somehow squeezing in a personal life… things get hectic fast. One small change that’s made a big difference in how I manage it all? A simple calendar automation that blocks off work time as soon as a client books. Let me tell you how you can use it too.

Sharing six Zapier automation ideas involving 10 different apps and platforms!

Read about what's inside the CRM of a systems and process enthusiast.

Let's walk through some options you have for your lead capture form's post-submission settings.