HoneyBook

Score7.3 out of 10

37 Reviews and Ratings

What is HoneyBook?

HoneyBook aims to help creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With HoneyBook, users can automate busy work and stay on top of to-dos, saving time and money, while growing a business. HoneyBook is designed to emulate a personal assistant. The vendor states that small business owners and freelancer customers have tripled their bookings and saved multiple hours a day using HoneyBook.

They further state that a variety of small businesses have found HoneyBook helpful for booking clients, staying organized, and streamlining their business. Types of users include: graphic designers, djs, photographers, business coaches, web designers, consultants, interior designers, videographers, calligraphers, business coaches, health & wellness professionals, doulas, caterers, event planners, copywriters, bakers, florists, travel professionals and more.

HoneyBook offers features that help small business owners run their business more efficiently and seamlessly manage clients from first inquiry to final payment. These core features include:

Lead capture (contact form)
Project management
Streamlined client communication
Templates
Invoices
Proposals (invoice + contract)
Contracts
Brochures
Questionnaires
Online payments
Bookkeeping
iOS and Android App

Categories & Use Cases

Media

1 / 7

Screenshot of Brochure

Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 8.2
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3

Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 8
Opportunity management
Users can track deals and create quotes.
Category average: 8.4
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 8.3

Verified User

Account Manager in Professional Services (1-10 employees employees)

Use Cases and Deployment Scope

If you are a small solopreneur wearing all the hats, Honeybook is for you. Honeybook takes all your admin work and puts it in a nice package complete with organization and automation. You can automate yet keep your client experience from inquiry to the final goodbye. It's like having a VA on your team that never needs a break.

Pros

AI note-taking for meetings is phenomenal.
Their forms are super customizable and have multi-page options.
Customer service is awesome.

Cons

The client portal/communication process can be annoying on the client end.
They aren't task-holders like programs similar to Trello.
The ability to delete projects needs to happen.

Return on Investment

More consistent client experience for everyone.
More professional with customized branding to match all my marketing tools/materials.
Increase in cash flow as I can focus on more significant moneymaking tasks.

Usability

Alternatives Considered

Dubsado

Other Software Used

Google Meet, Notion

Verified User

Professional in Professional Services (1-10 employees employees)

Use Cases and Deployment Scope

HoneyBook is used to invoice and keep track of payments from my clients. I have also used HoneyBook as a CRM and lead generation on my website to book discovery calls with potential clients. It has streamlined the amount of applications I have to use in my business and has been helpful during tax time.

Pros

Invoicing
CRM
Lead Generation

Cons

Price
Ease of use
Customization

Return on Investment

Efficiency
Time Management
Customer Relationship

Usability

Verified User

C-Level Executive in Corporate (1-10 employees employees)

Use Cases and Deployment Scope

Honeybook has been fully adapted into the daily use of our company. From sales, operations, and QA we use Honeybook to nurture, close, collected needed information, and follow up with past clients. It helps us keep all client information organized and in one area, as well as giving us the tools we need to easily sign and close new clients.

Pros

Proposals
Workflows and Automation
Client Tracking CRM

Cons

Calendar Booking
Integrations with other tools on Zapier

Return on Investment

It was hard to implement
clients hated using it
lost us money

Usability

Alternatives Considered

Dubsado

Tiffany Waddell Tate View profile

CEO (Chief Executive Officer) in Professional Services at Career Maven Consulting (1-10 employees employees)

Pros

Client Inquiry Management
Contracts & Proposals
Automated Workflows & Scheduling

Cons

Phone app in development, not as robust / intuitive as the web-based platform

Return on Investment

Since onboarding the platform, the UX for clients and prospective clients increased
Collapsed several manual processes, saving lots of time

Other Software Used

Calendly, Airtable, ConvertKit

Usability

Melody Alexander View profile

Owner in Marketing at Sparrow Creative Studios (1-10 employees employees)

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.

Cons

I don't have any complaints yet. I'm still so in love with the system that I haven't had any issues to complain about!

Return on Investment

HoneyBook has increased my efficiency, particularly when it comes to billing. I wanted to make it easier for myself to bill and HoneyBook has made it a breeze to automate my system.
I love the forms HoneyBook provides, which fit seamlessly with my website. It makes lead generation easy, and automation has been a dream come true for my efficiency.
HoneyBook has given me the ability to quickly follow up with professional materials that I wouldn't have had printed to hand out to potential customers. I love the digital capabilities and simplicity of the system, which has been worth the investment.

Alternatives Considered

QuickBooks Online

Other Software Used

Buffer, CoSchedule, HubSpot Marketing Hub, Campaign Monitor

Usability

HoneyBook

What is HoneyBook?

Categories & Use Cases

Media

Key Features

Top Performing Features

Custom fields

Custom objects

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

Areas for Improvement

Quote & order management

Opportunity management

Lead management

Reviews

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

Usability

Use Cases and Deployment Scope

Pros

Cons

Return on Investment

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Alternatives Considered

Pros

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Other Software Used

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Alternatives Considered

Other Software Used

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