Likelihood to Recommend 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 IronClad works great for organizations that have to deal with a lot of legal agreements at the same time, it works great for having a legal team reviewing and modifying the same legal document in a single place, and the comments in the workflow, and the approval functionality allows keeping track of the changes and assign accountability.
Read full review Pros 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 Very flexible workflow design tool. Functions are fine-tuned but not too much. Easily understandable product which user can handle. Read full review Cons 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 Once you add someone into a workflow there is no way to remove them. It would be nice to be able to get out of a workflow or remove someone. The "assignment" function could be more clear for those individuals who don't regularly use Ironclad. Perhaps prompting them on how to upload a signed agreement if they are not the owner of the workflow. 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 The platform works great, the user interface is simple and clean, and very intuitive to use. Having different sections for completed or in progress workflows is really helpful, but I wish the title given to the different workflows could be easily modified in order to better identify the legal documents and workflows that are being developed with our different partners
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 The Ironclad support team is very knowledgable and supportive to implement workflows, and also they also understand new features and releases. We could discuss how we should use considering future use.
Read full review Alternatives Considered 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 IronClad is a comprehensive platform that allows legal teams, cross functional teams and approvers to keep track of the suggestions and changes made to legal agreements. It keeps everything in a single place, however it lacks the simplicity and practicality of
DocuSign throughout the signing process, so we usually have to use both platforms to complete a legal workforce
Read full review Return on Investment 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 Positive - Increased efficiency, as all work into the legal department flows into Ironclad. We can see where resources are being spent and which internal business partners are utilizing the legal department the most. Positing - Better internal business partner service. We are able to communicate directly with our internal partners as to the status of their request and keep them apprised where we are in the negotiation process, etc. Read full review ScreenShots