#1 most frequent
United States of America
91.7%365 installations of 398
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:
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
Top Performing Features
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
Areas for Improvement
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: 8.5
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 8.3
Who Buys & Uses HoneyBook
#2 most frequent
Canada
5.5%22 installations of 398
#3 most frequent
United Arab Emirates
0.5%2 installations of 398
Honeybook for the win!
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
HoneyBook is a win for service providers
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
Run dont walk
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
HoneyBook for Service Providers & Consultant Client Management
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
HoneyBook has made it easier to do the work I love by automating the things I hate
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
