With a simple integration between your 17hats CRM and Zapier, you can make your tools work together automatically.

You’ve created a beautiful lead capture form to bring new inquiries into your business and you've shared it on your website, link in bio, etc. But what happens after someone hits “Submit”?

Ever wish you could track when a client actually opened that quote you sent them? Knowing when someone has viewed your proposal helps you follow up at just the right time instead of wondering what’s happening behind the scenes.

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

In this post, we’ll delve into 5 key data points you should consider tracking, with specific examples of how to collect this data in 17hats