CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.
$29
per month
HoneyBook
Score 6.7 out of 10
Small Businesses (1-50 employees)
HoneyBook aims to help creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With HoneyBook, users can automate busy work and stay on top of to-dos, saving time and money, while growing a business. HoneyBook is designed to emulate a personal assistant. The vendor states that small business owners and freelancer customers have tripled their bookings and saved multiple hours a day using HoneyBook. They further state that a variety of small…
$36
per month
Pricing
CoPilot
HoneyBook
Editions & Modules
Pay Yearly - Starter
$29
per month per user
Pay Monthly - Starter
$39
per month per user
Pay Yearly - Professional
$69
per month per user
Pay Monthly - Professional
$89
per month per user
Pay Yearly - Advanced
$119
per month per user
Pay Monthly - Advanced
$139
per month per user
Supersonic
Custom
Starter
$36
per month
Unlimited Plan - Monthly
$39
Month
Essentials
$59
per month
Premium
$129
per month
Offerings
Pricing Offerings
CoPilot
HoneyBook
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
—
2 months free with annual billing.
More Pricing Information
Community Pulse
CoPilot
HoneyBook
Features
CoPilot
HoneyBook
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
6.3
12 Ratings
21% below category average
Customer data management / contact management
00 Ratings
6.412 Ratings
Workflow management
00 Ratings
5.510 Ratings
Opportunity management
00 Ratings
5.011 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
8.711 Ratings
Contract management
00 Ratings
7.012 Ratings
Quote & order management
00 Ratings
5.310 Ratings
Interaction tracking
00 Ratings
6.59 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
7.7
10 Ratings
1% above category average
Case management
00 Ratings
8.78 Ratings
Help desk management
00 Ratings
6.79 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
4.7
10 Ratings
49% below category average
Lead management
00 Ratings
4.710 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
7.0
12 Ratings
9% below category average
Task management
00 Ratings
5.712 Ratings
Billing and invoicing management
00 Ratings
7.011 Ratings
Reporting
00 Ratings
8.311 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
5.5
8 Ratings
32% below category average
Customizable reports
00 Ratings
5.58 Ratings
Customization
Comparison of Customization features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
9.0
10 Ratings
16% above category average
Custom fields
00 Ratings
9.010 Ratings
Custom objects
00 Ratings
9.010 Ratings
Security
Comparison of Security features of Product A and Product B
CoPilot
-
Ratings
HoneyBook
6.5
11 Ratings
25% below category average
Single sign-on capability
00 Ratings
6.49 Ratings
Role-based user permissions
00 Ratings
6.710 Ratings
Platform
Comparison of Platform features of Product A and Product B
I used it recently to go over a syllabus. It caught errors in grading where there were overlaps in the grading scale. It also caught a section that was deemed to be problematic as it could have created a conflict in grading based on the subjectiveness of the score and how it was determined
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.
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.
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.
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.
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.
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.
The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write simple code.
Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.
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.