HoneyBook vs. Keap

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.

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Keap is very good at contact management and automation creation but weaker at email campaign creation. I was particularly interested in a function where when manually entering a new contact, you are then able to email that contact using a premade HTML template. It will currently not do this. There is a workaround, but it is unnecessarily ponderous.

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• 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.

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• Pricing: Keap Max Classic (formerly Infusionsoft) is affordable for nonprofits and small businesses and includes all the automation features we need!
• Customer Support: Our onboarding and success coaches have been so helpful, taking into account some unique processes we have and finding solutions.
• Updates: Keap is constantly providing more and better solutions!

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• 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.

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• More articles and videos on how to use the various functions of Keap
• Having representatives designated to certain regions or companies for a point of contact when help is needed
• More options when building the emails. While the click and drop options can be a plus, they can also be negative because you are limited to image and text sizing and positions

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.

We have invested a lot into Infusionsoft and are using it to automate our processes and marketing. Changing CRMs would have a HUGE cost for us and based on our evaluations, the grass isn't greener elsewhere. Infusiosoft fits most of our needs and is slowly getting better each year. Their support is great and we will continue to use them until something much better comes around or our company outgrows a small business CRM.

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.

You do need to spend some time on-boarding and implementing the software in order to have full functionality. We were lucky - we had colleagues at the university with experience with Keap and then hired an intern familiar with the software to get us set up and ready to use it. We've had some functionality issues with it along the way and that has frustrated myself and the other uses in our department.

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There have been few outages since we became a customer, and when they have technical issues they are typically resolved rapidly.

OMG, it's all in one and that compromises everything, fundamentally. If you want a race car, invest in a race car. If you want a dune buggy, get that. If you want a boat that floats, go for it.

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.

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Generally, very responsive support for even our more complicated issues. We do have some open issues that we need resolutions on and that I understand are complicated and will take longer to resolve but the open issues are significantly impacting to our business.

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I have been to a number of in-person training sessions over the years with Keap and all of them have been FANTASTIC. They really put a lot of time and effort into these sessions. Staff and facilitators go out of their way to ensure that participants are getting what they need.

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The results of training online are often based on how people learn. The training was great but with feature updates, you just have to get in there sometimes and do it! The training definitely lays a firm enough foundation for you to be successful even if its can't be updated with every feature update.

Don't let the fear of implementing a new software solution keep you from unleashing the power of automation that Infusionsoft provides. With the right implementation partner, the process can not only be smooth and painless, it can actually help you get a better understanding for how your current communication process can be improved upon.

Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.

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Keap is fast. The learning curve is shorter and they have an academy for learning with videos quite extensive that explain a lot of different scenarios, specially when you need to customize scenarios of automations and segments. Is cheaper if you consider that this services CRM + Mailing don´t come often in one package and the realiability to send mails is quite good.

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You get a lot of features included, but you don't need to use them all at once to start seeing an effect. When you are ready to use them, they are there. It also scales without costing too much money.

• HoneyBook was very cost effective which was great for ROI!
• HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
• HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.

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• Automation has allowed us to be more engaged and invested in our customers by reminding us about birthdays and other important events in their lives so that we can celebrate with them.
• We lacked the manpower to sell and distribute orders online before setting up the payments and automation features. We now collect $5k+ a week in lost sales through online ordering.
• List cleaning functionality and engagment settings have allowed us to run a 40-50% email open rate that allows us to create an engaged community around local events and opportunities as well as sales and special offerings.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info