What users are saying about
17 Ratings
14 Ratings
17 Ratings
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Score 9.4 out of 100
14 Ratings
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Score 7 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

PipelineDeals

If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

HoneyBook
8.8
PipelineDeals
6.9
Customer data management / contact management
HoneyBook
8.1
PipelineDeals
8.0
Workflow management
HoneyBook
8.0
PipelineDeals
8.0
Opportunity management
HoneyBook
9.0
PipelineDeals
8.0
Integration with email client (e.g., Outlook or Gmail)
HoneyBook
9.1
PipelineDeals
4.0
Contract management
HoneyBook
10.0
PipelineDeals
5.0
Quote & order management
HoneyBook
9.8
PipelineDeals
6.0
Interaction tracking
HoneyBook
7.6
PipelineDeals
9.0
Territory management
HoneyBook
PipelineDeals
7.0
Channel / partner relationship management
HoneyBook
PipelineDeals
7.0

Customer Service & Support

HoneyBook
9.4
PipelineDeals
7.8
Case management
HoneyBook
9.5
PipelineDeals
7.0
Help desk management
HoneyBook
9.4
PipelineDeals
8.2
Call center management
HoneyBook
PipelineDeals
8.2

Marketing Automation

HoneyBook
7.4
PipelineDeals
5.0
Lead management
HoneyBook
7.4
PipelineDeals
8.0
Email marketing
HoneyBook
PipelineDeals
2.0

CRM Project Management

HoneyBook
7.9
PipelineDeals
4.5
Task management
HoneyBook
6.6
PipelineDeals
3.0
Billing and invoicing management
HoneyBook
9.5
PipelineDeals
5.5
Reporting
HoneyBook
7.6
PipelineDeals
5.0

CRM Reporting & Analytics

HoneyBook
6.4
PipelineDeals
6.7
Customizable reports
HoneyBook
6.4
PipelineDeals
7.0
Forecasting
HoneyBook
PipelineDeals
8.0
Pipeline visualization
HoneyBook
PipelineDeals
5.0

Customization

HoneyBook
8.4
PipelineDeals
9.5
Custom fields
HoneyBook
9.1
PipelineDeals
10.0
Custom objects
HoneyBook
7.6
PipelineDeals
10.0
Scripting environment
HoneyBook
PipelineDeals
8.2
API for custom integration
HoneyBook
PipelineDeals
10.0

Security

HoneyBook
6.8
PipelineDeals
6.0
Single sign-on capability
HoneyBook
7.4
PipelineDeals
6.0
Role-based user permissions
HoneyBook
6.3
PipelineDeals
6.0

Platform

HoneyBook
8.3
PipelineDeals
8.0
Mobile access
HoneyBook
8.3
PipelineDeals
8.0

Social CRM

HoneyBook
PipelineDeals
8.1
Social data
HoneyBook
PipelineDeals
8.1
Social engagement
HoneyBook
PipelineDeals
8.2

Integrations with 3rd-party Software

HoneyBook
PipelineDeals
4.6
Marketing automation
HoneyBook
PipelineDeals
2.0
Compensation management
HoneyBook
PipelineDeals
7.3

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

PipelineDeals

  • Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
  • Reporting: We were able to setup all types of reporting and tracking.
  • Ease of Use: While the platform was powerful, it was always easy to use.
Jason Montoya | 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

PipelineDeals

  • I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

HoneyBook

No score
No answers yet
No answers on this topic

PipelineDeals

PipelineDeals 7.0
Based on 1 answer
If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
Brian Welk | 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

PipelineDeals

PipelineDeals 9.0
Based on 1 answer
The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer
Anonymous | 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

PipelineDeals

PipelineDeals 8.0
Based on 1 answer
Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.
Anonymous | 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

PipelineDeals

The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
Jeffrey Schneider | 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

PipelineDeals

  • Has made us understand sales tactics that are working
  • Easily create forecasting on growth in multiple categories
  • Understand our process and what we need to improve on in closing deals
Jeffrey Schneider | 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

PipelineDeals

General

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

PipelineDeals Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

HoneyBook
9.3
PipelineDeals
7.0

Likelihood to Renew

HoneyBook
PipelineDeals
7.0

Usability

HoneyBook
8.8
PipelineDeals
9.0

Support Rating

HoneyBook
9.0
PipelineDeals
8.0

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