Deltek WorkBook vs. HoneyBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.

Incentivized

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

• Workbook handles all processes in a consultancy company
• Workflow options on all thinkable processes
• Support global growth and intercompany management
• Strong planning tool
• Able to manage multiple clients to one project
• Advanced template set-up
• The communication module, so all relevant information is available on the projects
• Flexible planning and project management

Incentivized

• 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

• The integrations on IT level are not great and should be improved.
• Change of IP's that's used for logins are being changed without reporting it to super users.

Incentivized

• 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

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.

Gets the job done, just not the sexiest.

Incentivized

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.

Great implementation support, but haven't had many questions since.

Incentivized

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

Timelog, e-conomic project module and podio

Incentivized

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

• WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
• We have spent a lot of time on support which is a negative impact.

Incentivized

• 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