What users are saying about
16 Ratings
62 Ratings
16 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 9.4 out of 100
62 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.6 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

Sage CRM

Only having one primary contact can cause issues for companies who are more specialized and custom. We deal with many people throughout the company so this can cause issues on trying to figure out who to contact. Creating advanced custom screens are also rather complicated and many times would require outside work to complete.For retail it is much more simplistic and easy to use. Storing all customer information along with communication info is simple.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

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

Customer Service & Support

HoneyBook
9.4
Sage CRM
10.0
Case management
HoneyBook
9.5
Sage CRM
10.0
Help desk management
HoneyBook
9.4
Sage CRM
10.0
Call center management
HoneyBook
Sage CRM
10.0

Marketing Automation

HoneyBook
7.5
Sage CRM
10.0
Lead management
HoneyBook
7.5
Sage CRM
10.0
Email marketing
HoneyBook
Sage CRM
10.0

CRM Project Management

HoneyBook
7.9
Sage CRM
10.0
Task management
HoneyBook
6.6
Sage CRM
10.0
Billing and invoicing management
HoneyBook
9.5
Sage CRM
10.0
Reporting
HoneyBook
7.6
Sage CRM
10.0

CRM Reporting & Analytics

HoneyBook
6.4
Sage CRM
10.0
Customizable reports
HoneyBook
6.4
Sage CRM
10.0
Forecasting
HoneyBook
Sage CRM
10.0
Pipeline visualization
HoneyBook
Sage CRM
10.0

Customization

HoneyBook
8.4
Sage CRM
9.5
Custom fields
HoneyBook
9.1
Sage CRM
10.0
Custom objects
HoneyBook
7.6
Sage CRM
9.0
Scripting environment
HoneyBook
Sage CRM
9.0
API for custom integration
HoneyBook
Sage CRM
10.0

Security

HoneyBook
6.8
Sage CRM
10.0
Single sign-on capability
HoneyBook
7.4
Sage CRM
10.0
Role-based user permissions
HoneyBook
6.3
Sage CRM
10.0

Platform

HoneyBook
8.3
Sage CRM
9.0
Mobile access
HoneyBook
8.3
Sage CRM
9.0

Social CRM

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

Integrations with 3rd-party Software

HoneyBook
Sage CRM
10.0
Marketing automation
HoneyBook
Sage CRM
10.0
Compensation management
HoneyBook
Sage CRM
10.0

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

Sage CRM

  • SAGE CRM is a very clean and easy to use interface and easy to navigate around. Users seem to instantly understand with very little training where they are in the system, which is not always true of other system we have used in the past. The Key sometimes is removing 'clutter' for that user.
  • Sales and Sales Manager tend to find it is very intuitive and since it is flexibly with its design, we have created various extra option to improve sales peoples management of Contracts, Events and even Samples, saving and eliminating multiple spreadsheets.
  • Case Management and workflow capabilities together with the ability to offer Self Service and embed into your website has been very powerful and a number of client have found this can save them tremendous time. Adding in automatic notifications through a powerful workflow capability can save hours of time for the Users
  • Flexible Reporting using a wizard approach means that the system is easy to train on and for users we find that they embrace this even more since they feel an ownership for the CRM system, something that all CRM User aspire too.
  • Flexible licencing and Editions. Not always well known, but SAGE CRM has two editions (somewhat confusing) the Cloud or SAGE CRM.com doest use the same naming convention, but these are Standard And Advanced Editions. However, in particular, there is a Concurrent Licence option, albeit at a premium, but we once saved a client over £14000 on a 50 user system when they migrated to SAGE CRM Concurrent from their existing Named Licence CRM system, paying for the complete migration in year One
Gary Perkins | 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

Sage CRM

  • One of the areas that Sage CRM is different is the way that Appointments and Tasks are delivered to the user in the interface. This presents a challenge in the way that most people utilize a Calendar in their daily execution. Many companies want to see a color coded Calendar for multiple team members and this is provided through a 3rd party.
  • Executing workflow through the mobile device is another area that users have requested. With such a strong workflow and escalation engine extending to the mobile interface would be groundbreaking in the CRM industry.
  • The data loading tools also need some work. In today's world we often extend the platform for unique entities and today we use 3rd party tools for any data migration besides basic customer and contact information.
Danny Estrada | TrustRadius Reviewer

Likelihood to Renew

HoneyBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 5.1
Based on 11 answers
There are really no other words to say, it is a very easy to use application that is more straightforward and has provided better results with the bulk of features that appeal to a very broad amount of users. There may be other CRM platforms out there that are more prevalent, but I have found them to be much more clunky and less intuitive than Sage CRM.
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

Sage CRM

Sage CRM 10.0
Based on 4 answers
Helped us improve on our sales and build up client base while still maintaining their contact databases.The system is relatively cheap compared to deliverables and it's easier to understand and use.Managers no longer need to sit down with staff since it's easier to track from the system on specific key parameters that guide us towards realizing better returns.
Brittany Powells | TrustRadius Reviewer

Performance

HoneyBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan | 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

Sage CRM

Sage CRM 10.0
Based on 1 answer
For the many times I encountered challenges, my emails were always responded to on time and the supporting staff would go a step further to find out if my issues had been well resolved.
Brittany Powells | TrustRadius Reviewer

In-Person Training

HoneyBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Anonymous | TrustRadius Reviewer

Implementation Rating

HoneyBook

No score
No answers yet
No answers on this topic

Sage CRM

Sage CRM 8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
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

Sage CRM

I have evaluated and implemented MS Dynamics CRM from a business perspective, and more recently Salesforce.com CRM as an administarator. Sage was more intuitive than Salesforce, and also less expensice than both of them. At that time, I used Sage CRM because the company I was working with had purchased Sage ERP. However, they never implemented it, but I did implement Sage CRM almost by myself. It is a great tool to manage sales process and marketing campaigns.
Luis Brea | 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

Sage CRM

  • Allowed managers to have visibility into salesperson pipelines with far less communication and time spent by all.
  • Allowed more predicative information on where the business is from a pipeline perspective so we can predict future business and resource requirements.
  • Allowed us to manage our customer support more effectively with less staff and allows cases and information to be passed from one staff member to another easily.
Glen Mund | 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

Sage CRM

General

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

Sage CRM Editions & Modules

On-premise Edition
Sage CRM (on premise)1
  1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)$451
  1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.

Rating Summary

Likelihood to Recommend

HoneyBook
9.3
Sage CRM
10.0

Likelihood to Renew

HoneyBook
Sage CRM
5.1

Usability

HoneyBook
8.8
Sage CRM
10.0

Performance

HoneyBook
Sage CRM
8.2

Support Rating

HoneyBook
9.0
Sage CRM
10.0

In-Person Training

HoneyBook
Sage CRM
7.0

Implementation Rating

HoneyBook
Sage CRM
8.0

Add comparison