What users are saying about
9 Ratings
5 Ratings
9 Ratings
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Score 8 out of 100
5 Ratings
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Score 9.1 out of 100

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Reagan Reed | TrustRadius Reviewer

HoneyBook

Because HoneyBook is so easy to use and set up, I would definitely recommend HoneyBook to a new small business owner who is looking to collect general client information and manage clients. I would not recommend HoneyBook to a larger company or really anyone that as a standard books more than 1 event on a day (the system sees that as a conflict and sends error messages). Anyone that wants to really make use of data should not use HoneyBook as that's not what this system is designed for.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Claritysoft
8.6
HoneyBook
9.2
Customer data management / contact management
Claritysoft
9.3
HoneyBook
7.8
Workflow management
Claritysoft
9.0
HoneyBook
7.8
Territory management
Claritysoft
8.3
HoneyBook
Opportunity management
Claritysoft
8.8
HoneyBook
8.9
Integration with email client (e.g., Outlook or Gmail)
Claritysoft
8.5
HoneyBook
10.0
Quote & order management
Claritysoft
7.5
HoneyBook
10.0
Interaction tracking
Claritysoft
9.0
HoneyBook
10.0
Channel / partner relationship management
Claritysoft
8.3
HoneyBook
Contract management
Claritysoft
HoneyBook
10.0

Customer Service & Support

Claritysoft
10.0
HoneyBook
9.8
Help desk management
Claritysoft
10.0
HoneyBook
10.0
Case management
Claritysoft
HoneyBook
9.5

Marketing Automation

Claritysoft
8.8
HoneyBook
10.0
Lead management
Claritysoft
8.8
HoneyBook
10.0
Email marketing
Claritysoft
8.8
HoneyBook

CRM Project Management

Claritysoft
9.2
HoneyBook
9.1
Task management
Claritysoft
10.0
HoneyBook
10.0
Billing and invoicing management
Claritysoft
9.0
HoneyBook
9.1
Reporting
Claritysoft
8.5
HoneyBook
8.2

CRM Reporting & Analytics

Claritysoft
9.3
HoneyBook
6.0
Forecasting
Claritysoft
9.0
HoneyBook
Pipeline visualization
Claritysoft
9.0
HoneyBook
Customizable reports
Claritysoft
10.0
HoneyBook
6.0

Customization

Claritysoft
8.8
HoneyBook
9.5
Custom fields
Claritysoft
8.7
HoneyBook
9.5
Custom objects
Claritysoft
8.3
HoneyBook
9.5
API for custom integration
Claritysoft
9.3
HoneyBook

Security

Claritysoft
9.0
HoneyBook
9.5
Single sign-on capability
Claritysoft
8.5
HoneyBook
10.0
Role-based user permissions
Claritysoft
9.5
HoneyBook
8.9

Platform

Claritysoft
6.5
HoneyBook
7.3
Mobile access
Claritysoft
6.5
HoneyBook
7.3

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Dwayne Tharp | TrustRadius Reviewer

HoneyBook

  • Task reminders for leads and clients.
  • Automated emails based on workflow assignments.
Kristin Cole | TrustRadius Reviewer

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Pamela Elliott | TrustRadius Reviewer

HoneyBook

  • The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
  • HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Joshua Day | TrustRadius Reviewer

HoneyBook

We researched many other CRM programs before choosing HoneyBook (including Dubsado, DJ Event Planner, Zoho, Salesforce, and Intellivent). HoneyBook had the best offerings for the best price and has been a successful solution to our needs. The task management, pipeline, and task management for clients are unmatched and very easy to use. We were able to customize all of our emails, brochures, and contracts to match our brand and provide a streamlined experience for our clients. HoneyBook has also been excellent at continually improving the platform and having new releases on a consistent basis. Even if the software doesn't have all the things I need (we have worked through some kinks along the way due to our company size), they are constantly growing and improving. I have also received excellent customer service from everyone at HoneyBook even though I have been demanding at times. These are the reasons I have stayed with HoneyBook even though there are a couple of improvements to the system (related to team functionality and reporting) that we are waiting for. I would recommend this software to anyone in my industry!
Kristin Cole | TrustRadius Reviewer

Return on Investment

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Ryan Weller | TrustRadius Reviewer

HoneyBook

  • HoneyBook was very cost effective which was great for ROI!
  • HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
  • HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Claritysoft

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Claritysoft Editions & Modules

Edition
Claritysoft$39.001
  1. Per Month Per User
Additional Pricing Details

HoneyBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

HoneyBook Editions & Modules

Edition
Unlimited Plan - Annual$3901
Starter Plan$92
Unlimited Plan - Monthly$392
  1. Year
  2. Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Claritysoft
8.4
HoneyBook
9.0

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