CobbleStone Contract Insight® vs. HoneyBook

We use Cobblestone for all of our contract types across the company. We had a phased roll-out which helped get us live fast and share experiences with other departments for their implementation. the fact that it can support the different department and contract type scenarios were the biggest selling point. We are confident that it will evolve with us as we grow and acquire.

I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.

Incentivized

• The Cobblestone reps are great to work with.
• Cobblestone is easy to use and setup. Our users caught on quick.
• CobbleStone has a nice user-interface.
• CobbleStone's mobile app is a plus.
• Cobblestone integrates with a lot of other systems we use.

• HoneyBook offers incredible resources to train users how to best use their system. It's informative and eye-opening to watch one of their training sessions.
• I love how easy HoneyBook makes it to create highly professional materials that are beautiful. Its brochures and selling materials are stellar and I'm able to streamline the process without feeling like I actually have to sell my capabilities.
• I'm thrilled with the billing system and how simple it is to automate. I love that I can see how my customers have engaged with the bills.
• The app helps me feel connected to my leads and data while I'm away from my computer.

Incentivized

• They are great to work with.

• The online scheduling tool does not work with different time zones very well. It doesn't automatically adjust to my clients' timezones and it doesn't even have many international time zones as an option! I had 3 clients in a row schedule meetings at the wrong time when I first started using HoneyBook's scheduler. I had to switch to Calendly because HoneyBook's scheduling tool was causing me to lose business.
• The transaction fees for instant deposits are expensive.
• [I believe} many of the features on HoneyBook are half-baked. It's marketed as an all-in-one business management platform, but I'm still using Calendly, Google Drive, Typeform, Clockify, and ClickUp because HoneyBook's equivalent features aren't as sophisticated or as easy to use.
• The notes section for client projects does not have much space or allow for any custom formatting such as hyperlinks, bold text, highlighted text, etc. Tools such as Teamwork, Pipedrive, Asana, and ClickUp do a much better job at displaying this type of information.

Incentivized

Cobblestone has been great for us. I expect that we will work with them for many years.

Since I do not use ALL the functionality in HoneyBook, I have wondered if the plan I am on is too much. That is why I rated a 9 rather than 10. I have definitely considered downgrading but not leaving HoneyBook.

We were please to see the fast user adoption with Cobblestone. We used their training services and were pleased with the delivery. The system also includes helpful videos and step-by-step guide. Cobblestone has out of the box dashboards that we used and tweaked to meet role-specific needs. The user interface is easy to understand.

This is now a copy-paste response since this platform is asking me to answer every single question. It is such a negative experience with Honeybook that they even upset me while I'm trying to warn others of all the horrible pitfalls in working with the platform.

Cobblestone's support is responsive and reliable. We use their self-help content and their standard support.

They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.

Incentivized

CobbleStone is the easiest contract management system to use. The setup took less time than expected and was under budget. The system flexibility was another selling point for us. The other systems seemed OK for one type of contract but didn't seem to support the variety of contracts that we have. It has been great for third-party contracts as well as authoring our contracts from templates and clause libraries.

We switched to HubSpot after a few years of the company using HoneyBook. We switched to HubSpot because we needed more features that would allow us to automate our processes and pull better data on our clients, their vendors, and our overall client process. I appreciated that HoneyBook was its own booking/payment system, that it was easy to use and set up, but ultimately that was not enough to keep us in the platform.

Incentivized

• Easier contract request process
• Faster legal reviews
• Simpler workflow and approval processes
• Improved contract compliance
• Easier contract authoring and negotiations
• Faster contract signatures
• More secure contract repository with user permissions
• Better contract analytics

• Workflow/task management has increased our bookings and saved lost opportunities by 25%.
• Customization of brochures and contracts allows us to fully represent our brand through the sales process.

Incentivized