Likelihood to Recommend I am new to customer-supplier portals in my career. I use several different ones in my current role, including Ariba and
Tipalti . To be honest, I don't really enjoy the user experience of any of them. I can see how larger companies may benefit from their services but for my current role submitting invoices on them and filling out vendor information requests seems somewhat clunky to me. When I'm in Coupa, the easiest, most non-clunky process for me is when I'm successfully connected with a customer who has successfully created their purchase order and I can easily upload my invoice to said PO. To me, emailing customer invoices directly to the customer from our invoicing system seems like the easier route of delivering an invoice. I suppose it is helpful and reassuring to know that an invoice has been successfully uploaded into a company's system rather than waiting to find out if your emailed invoice made it to the correct department for payment processing.
Read full review 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.
Read full review Pros Coupa is easy to use, however, we had to teach our end users about procurement. They are not used to conducting an RFP, onboarding a supplier, or preparing a PO. This is the change management that our employees had to be prepared to understand. The Shelby Group helped us with the implementation. The hardest part was the integration between NetSuite and Coupa. We wanted to have a dynamic tight integration between the two solutions. If we adjusted the chart of accounts or added a new supplier we wanted it to be able to done in both systems and be available immediately in both systems. We used a partner called SuiteSkies to accomplish this dynamic integration. We’ve been able to manage the implementation and maintenance with a very lean IT group. Read full review 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. Read full review Cons Support Team - A little slow in responding. I think the tool is so configurable that they struggle with figuring out what is causing certain issues that are being submitted on the portal. I'd love for the Sourcing Module to be able to support larger events. There seems to be a limit on the number of lines each event can support and as a growing retailer, our store count dictates we have room to grow and that each store is represented in the bid process. Would like to see the ability to issue multiple POs for a single item to multiple locations. The tool may do this but I know I can't and it may be due to how we interface with our ERP. Read full review 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. Read full review Likelihood to Renew 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.
Read full review Usability 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.
Read full review Support Rating 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.
Read full review Alternatives Considered Concur was a lot easier and more user friendly for employees doing expense reports on their phone. That is not the case with Coupa. You must use your laptop to do expenses and our managers don't always have enough time to do that while out in the field working. This has caused some issues.
Read full review 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.
Read full review Return on Investment It has allowed for proper processing of expenses tied directly to the proper LOB and GL Codes Has taken the guesswork away and allowed for the proper budgets to be hit and reconciled Ease of use has led to mass adoption and more prompt processing of expenses Read full review 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. Read full review ScreenShots