DemandTools vs. HoneyBook

DemandTools is perfect for any system that constantly adds new records to its database. For example, in higher education, we are constantly purchasing search names from various vendors and DemandTools allows us to make sure we are not doubling up on the same records. It saves us money in the long run as we are not mailing out multiple copies of our brochures to the same person.

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

• PowerGrid can review and make the updates simultaneously.
• Single Table Dedupe makes merg[ing] the records easy and can make updates at the same time.
• BulkBackup [is] just one click, majority data got updated.
• Scenarios save a lot of time for similar working load.

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

• I wish I could make changes to my existing scenarios using save rather than having to create a whole new scenario. Maybe you can, I just haven't been able to.
• Some features aren't user intuitive and it takes a while to learn.

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

It's a great product. The only thing that holds us back is it was frustrating working with their sales team. We also don't like that when Validity purchased DemandTools they immediately started charging us quite a bit while it had been free for non-profit users when CRMFusion owned it. They also don't let you buy it for just 1 or 2 seats, you have to pay, I believe, in batches of 100 seats.

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.

Allows for control in uploading lists, saved processes for checking duplicate records.

Allows for backup files and quick reverts if something goes wrong.

Extends reporting when Salesforce.com cannot support specific pieces of info being put together in a report.

Automated processes for set and forget hygiene tasks

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.

There has not been a time since I started 9 months ago that I've encountered any kind of downtime.

Incentivized

DemandTools is a bit clunky and slow at times

Incentivized

Support can be slow so do not expect quick turn for urgent issues.
Help for specific queries not not there. Product tech support is offered. It would be great if query support, even if paid, was offered
The training webinars help with the basics but not much if you need advanced functionality.

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

The trainings are free live webinars that give you a solid base for getting started with the program. The only weakness is they don't have any advanced classes.

I had just started using Salesforce about 3 months before I did the implementation myself, and it was easy to do just following their step-by-step instructions.

Though RingLead has much more to offer in terms of automation (and it is in Salesforce rather than a separate program), DemandTools still has our heart. DemandTools is very cost-friendly and we were able to increase the value of DemandTools by programming in additional saved scenarios. I decreased admin time in the DemandTools suite by approximately 25% after implementing saved scenarios for every reoccurring update or list upload.

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

It's done everything we've needed it to do.

Incentivized

• It is a tremendous time saver. It does things Salesforce doesn't even have the capability to do. Tasks that would take hours to manually complete.
• We can process a tremendous amount of data daily through one person, vs. weeks for the data to be cleaned, reviewed, routed and input.
• Saves on headcount by allowing a dedicated user to set up batches and jobs for other teams to ensure their data integrity.
• The return on investment isn't easily quantifiable but it is FELT in our department.

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