What users are saying about
17 Ratings
4 Ratings
17 Ratings
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Score 9.4 out of 100
4 Ratings
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Score 9 out of 100

Likelihood to Recommend

HoneyBook

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.
Tiffany Waddell Tate | TrustRadius Reviewer

IRIS CRM

It’s been 2 years since IRIS CRM is supporting me by supporting my business and I have seen enormous progress in my business so far which is a really good sign and is enough for me to be satisfied with it. According to me and as I have observed it is fully loaded with many useful tools that can help in uplifting a business. Removes the manual cycle from me entering every people's hours exclusively. We really evaluated Bullhorn cover and tab it was not awful by any means.
Donna-sue Carpenter | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

HoneyBook
8.8
IRIS CRM
9.2
Customer data management / contact management
HoneyBook
8.1
IRIS CRM
9.6
Workflow management
HoneyBook
8.0
IRIS CRM
9.6
Opportunity management
HoneyBook
9.0
IRIS CRM
9.3
Integration with email client (e.g., Outlook or Gmail)
HoneyBook
9.1
IRIS CRM
8.7
Contract management
HoneyBook
10.0
IRIS CRM
9.7
Quote & order management
HoneyBook
9.8
IRIS CRM
9.0
Interaction tracking
HoneyBook
7.6
IRIS CRM
9.1
Territory management
HoneyBook
IRIS CRM
9.0
Channel / partner relationship management
HoneyBook
IRIS CRM
9.0

Customer Service & Support

HoneyBook
9.4
IRIS CRM
9.2
Case management
HoneyBook
9.5
IRIS CRM
9.7
Help desk management
HoneyBook
9.4
IRIS CRM
9.0
Call center management
HoneyBook
IRIS CRM
9.0

Marketing Automation

HoneyBook
7.4
IRIS CRM
9.5
Lead management
HoneyBook
7.4
IRIS CRM
9.4
Email marketing
HoneyBook
IRIS CRM
9.5

CRM Project Management

HoneyBook
7.9
IRIS CRM
9.3
Task management
HoneyBook
6.6
IRIS CRM
9.7
Billing and invoicing management
HoneyBook
9.5
IRIS CRM
8.9
Reporting
HoneyBook
7.6
IRIS CRM
9.3

CRM Reporting & Analytics

HoneyBook
6.4
IRIS CRM
9.1
Customizable reports
HoneyBook
6.4
IRIS CRM
8.4
Forecasting
HoneyBook
IRIS CRM
9.6
Pipeline visualization
HoneyBook
IRIS CRM
9.3

Customization

HoneyBook
8.4
IRIS CRM
9.0
Custom fields
HoneyBook
9.1
IRIS CRM
8.7
Custom objects
HoneyBook
7.6
IRIS CRM
9.4
Scripting environment
HoneyBook
IRIS CRM
9.0
API for custom integration
HoneyBook
IRIS CRM
9.0

Security

HoneyBook
6.8
IRIS CRM
9.3
Single sign-on capability
HoneyBook
7.4
IRIS CRM
9.6
Role-based user permissions
HoneyBook
6.3
IRIS CRM
9.0

Platform

HoneyBook
8.3
IRIS CRM
8.6
Mobile access
HoneyBook
8.3
IRIS CRM
8.6

Social CRM

HoneyBook
IRIS CRM
9.5
Social data
HoneyBook
IRIS CRM
10.0
Social engagement
HoneyBook
IRIS CRM
9.0

Integrations with 3rd-party Software

HoneyBook
IRIS CRM
9.8
Marketing automation
HoneyBook
IRIS CRM
10.0
Compensation management
HoneyBook
IRIS CRM
9.5

Pros

HoneyBook

  • 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.
Melody Alexander | TrustRadius Reviewer

IRIS CRM

  • IRIS CRM is a specific application and we recently switched from other software to this and we have no regrets. We can perform all the functions from the management of tasks to customers so well with it. Email marketing is another edge of using it.
  • We highly admire the quality of the people that are in its support team since they are highly responsive.
  • Its reports contain many details and are much cleaner than our previous experience. Dialer/dialer metrics is another component that is helpful along with the scheduling feature.
Lisa-jess Brown | TrustRadius Reviewer

Cons

HoneyBook

  • 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.
Alyssa Parr | TrustRadius Reviewer

IRIS CRM

  • Some minor design issues in the record communication interface. For example, replying to an existing email thread within the record set does not capture the entire communication or signatures.
  • Workflow customization is not easy for all users and can require some coding skills on the back end.
  • Linking forms from external websites is one feature that isn't very intuitive. Some leads are better inputted manually.
Anonymous | TrustRadius Reviewer

Usability

HoneyBook

HoneyBook 8.8
Based on 5 answers
When I was onboarded I was given a complete walk-through, and as new items are added they do a great job of utilizing help videos and tutorials.
Ce'Erica Christine Allen | TrustRadius Reviewer

IRIS CRM

IRIS CRM 9.0
Based on 2 answers
It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.
Donna-sue Carpenter | TrustRadius Reviewer

Support Rating

HoneyBook

HoneyBook 9.0
Based on 5 answers
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.
Dana Sacco | TrustRadius Reviewer

IRIS CRM

IRIS CRM 9.0
Based on 2 answers
This software does give significant benefit to our company.
Lisa-jess Brown | TrustRadius Reviewer

Alternatives Considered

HoneyBook

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.
Anonymous | TrustRadius Reviewer

IRIS CRM

By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.
Donna-sue Carpenter | TrustRadius Reviewer

Return on Investment

HoneyBook

  • 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.
Kristin Cole | TrustRadius Reviewer

IRIS CRM

  • The cost is a bit higher than other options (~$1300/mo), which can be seen as a negative in an absolute sense.
  • The improvement in workflow management has been significant, and has saved at least 50 man-hours per week across our organization.
  • Accurate rolling sales data reporting has been critical in defining quality metrics. This benefit is more indirect, but it has allowed us to better respond to changes in customer complaint trending.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

HoneyBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

HoneyBook Editions & Modules

Edition
Unlimited Plan - Annual$3901
Starter Plan$92
Unlimited Plan - Monthly$392
  1. Year
  2. Month
Additional Pricing Details

IRIS CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

IRIS CRM Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

HoneyBook
9.3
IRIS CRM
9.4

Usability

HoneyBook
8.8
IRIS CRM
9.0

Support Rating

HoneyBook
9.0
IRIS CRM
9.0

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