What users are saying about
27 Ratings
82 Ratings
27 Ratings
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Score 8.8 out of 100
82 Ratings
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Score 8.6 out of 100

Feature Set Ratings

  • Sage CRM ranks higher in 8 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Platform

Sales Force Automation

7.0

HoneyBook

70%
8.9

Sage CRM

89%
Sage CRM ranks higher in 9/9 features

Customer data management / contact management

6.7
67%
9 Ratings
9.1
91%
18 Ratings

Workflow management

6.4
64%
8 Ratings
8.7
87%
17 Ratings

Opportunity management

7.2
72%
8 Ratings
9.1
91%
18 Ratings

Integration with email client (e.g., Outlook or Gmail)

6.8
68%
8 Ratings
9.1
91%
17 Ratings

Contract management

8.3
83%
9 Ratings
8.7
87%
15 Ratings

Quote & order management

7.4
74%
7 Ratings
9.1
91%
17 Ratings

Interaction tracking

6.0
60%
7 Ratings
9.2
92%
17 Ratings

Territory management

N/A
0 Ratings
8.5
85%
18 Ratings

Channel / partner relationship management

N/A
0 Ratings
8.8
88%
17 Ratings

Customer Service & Support

6.1

HoneyBook

61%
8.5

Sage CRM

85%
Sage CRM ranks higher in 3/3 features

Case management

6.0
60%
5 Ratings
8.4
84%
17 Ratings

Help desk management

6.3
63%
6 Ratings
8.6
86%
15 Ratings

Call center management

N/A
0 Ratings
8.5
85%
16 Ratings

Marketing Automation

5.3

HoneyBook

53%
8.8

Sage CRM

88%
Sage CRM ranks higher in 2/2 features

Lead management

5.3
53%
7 Ratings
8.8
88%
17 Ratings

Email marketing

N/A
0 Ratings
8.8
88%
16 Ratings

CRM Project Management

6.4

HoneyBook

64%
8.9

Sage CRM

89%
Sage CRM ranks higher in 3/3 features

Task management

5.5
55%
9 Ratings
8.8
88%
17 Ratings

Billing and invoicing management

7.6
76%
8 Ratings
8.7
87%
16 Ratings

Reporting

6.0
60%
8 Ratings
9.2
92%
14 Ratings

CRM Reporting & Analytics

5.0

HoneyBook

50%
8.7

Sage CRM

87%
Sage CRM ranks higher in 3/3 features

Customizable reports

5.0
50%
6 Ratings
8.8
88%
18 Ratings

Forecasting

N/A
0 Ratings
8.8
88%
17 Ratings

Pipeline visualization

N/A
0 Ratings
8.5
85%
17 Ratings

Customization

6.5

HoneyBook

65%
8.5

Sage CRM

85%
Sage CRM ranks higher in 4/4 features

Custom fields

7.2
72%
8 Ratings
8.5
85%
18 Ratings

Custom objects

5.8
58%
8 Ratings
8.5
85%
17 Ratings

Scripting environment

N/A
0 Ratings
8.7
87%
17 Ratings

API for custom integration

N/A
0 Ratings
8.3
83%
15 Ratings

Security

5.8

HoneyBook

58%
8.7

Sage CRM

87%
Sage CRM ranks higher in 2/2 features

Single sign-on capability

6.2
62%
6 Ratings
8.8
88%
18 Ratings

Role-based user permissions

5.3
53%
7 Ratings
8.7
87%
14 Ratings

Platform

6.8

HoneyBook

68%
7.1

Sage CRM

71%
Sage CRM ranks higher in 1/1 features

Mobile access

6.8
68%
8 Ratings
7.1
71%
17 Ratings

Social CRM

HoneyBook

Feature Set Not Supported
N/A
9.3

Sage CRM

93%
Sage CRM ranks higher in 2/2 features

Social data

N/A
0 Ratings
9.4
94%
14 Ratings

Social engagement

N/A
0 Ratings
9.3
93%
14 Ratings

Integrations with 3rd-party Software

HoneyBook

Feature Set Not Supported
N/A
9.0

Sage CRM

90%
Sage CRM ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
9.1
91%
15 Ratings

Compensation management

N/A
0 Ratings
8.9
89%
13 Ratings

Attribute Ratings

  • HoneyBook is rated higher in 1 area: Likelihood to Renew
  • Sage CRM is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

7.9

HoneyBook

79%
9 Ratings
8.9

Sage CRM

89%
29 Ratings

Likelihood to Renew

9.0

HoneyBook

90%
1 Rating
5.1

Sage CRM

51%
11 Ratings

Usability

7.4

HoneyBook

74%
7 Ratings
8.9

Sage CRM

89%
12 Ratings

Performance

HoneyBook

N/A
0 Ratings
8.2

Sage CRM

82%
2 Ratings

Support Rating

7.5

HoneyBook

75%
7 Ratings
8.1

Sage CRM

81%
9 Ratings

In-Person Training

HoneyBook

N/A
0 Ratings
7.0

Sage CRM

70%
1 Rating

Implementation Rating

HoneyBook

N/A
0 Ratings
8.0

Sage CRM

80%
2 Ratings

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.
Read full review

Sage

as it is a very flexible software that can be adapted to any business model, other functions human resource management, manufacturing and supply chain planning, all these functions are housed in a highly technological interface. I liked this system because it made automating accounts payable so much easier.the control of the basic accounting of any type of company
Read full review

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.
Read full review

Sage

  • When in client profile, it is very intuitive, allowing you to easily transcribe notes in the clients profile.
  • Sage allows 3rd party plugins, so if you utilize a particular phone services or would like to import something as simple as google drive, its compatible.
Read full review

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.
Read full review

Sage

  • Reliance on Apache Tomcat causes a lot of headaches. There are common issues trying to start up the server, resulting from Apache Tomcat misconfigurations, or Java. Some forum posts on Sage City address common issues, but digging into server logs seems to be an often occurrence.
  • Support is somewhat lacking, less user install base means error messages are sometimes hard to find quick answers for. Most of the knowledge found on the internet is in the Sage City forum.
  • Integration with Microsoft 365 causes you to have to turn off some security features. This will result in your 365 tenants running lower security standards than recommended, it may put you at risk for targeted attacks.
Read full review

Pricing Details

HoneyBook

Starting Price

$390 Year

Editions & Modules

HoneyBook editions and modules pricing
EditionModules
Unlimited Plan - Annual$3901
$1 Promo$1 Per Month2
Unlimited Plan - Monthly$393

Footnotes

  1. Year
  2. 6 Months Promo Code = ONLY1
  3. Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

For the first 6 months, get HoneyBook for $1 per month with code ONLY1!

Sage CRM

Starting Price

$33 per month

Editions & Modules

Sage CRM editions and modules pricing
EditionModules
Sage CRM (on premise)1
Sage CRM (cloud)$452

Footnotes

  1. Lifetime License per Seat
  2. Per User per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Tiered pricing is available for multiple users.

Likelihood to Renew

HoneyBook

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

Sage

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.
Read full review

Usability

HoneyBook

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

Sage

Excellent integration with the most important social networks (LinkedIn, Facebook and Twitter) to get leads. The mobile app is quite useful for speeding up the tasks at hand and not relying on the computer or being in the office to get them done.
Read full review

Performance

HoneyBook

No answers on this topic

Sage

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
Read full review

Support Rating

HoneyBook

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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Sage

Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working
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In-Person Training

HoneyBook

No answers on this topic

Sage

Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
Read full review

Implementation Rating

HoneyBook

No answers on this topic

Sage

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.
Read full review

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.
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Sage

Whilst SAGE CRM was selected around 10 years ago and we became a partner, the main contenders would have been at the time Sales Logix and MS CRM 4.0. However, we had extensive experience of the mid-market CRM's and decided on SAGE CRM since it had a clean, easy to understand interface and importantly offered both workflow automation and Self Service capability, all of which across both the Case and Sales and Marketing functionality was seamless and saved time. As it was pure browser based, access was from anywhere we wanted. In my view, SAGE CRM still stacks up well against all the other mid-market CRM systems and offers good value for money, but more importantly, it is an easy to operate and customisable solution which user like. Again, we can teach administration users very quickly to support and customise themselves since the admin. function are clear as well.
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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.
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Sage

  • It is very affordable in pricing, compared to competitors
  • Lead management and convertion into prospects is also a very easy process
  • Lead capture from web pages should be available, and better ways to capture leads from tradeshows by uploading directly from scanned business cards
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Screenshots

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