Skip to main content
TrustRadius
HoneyBook

HoneyBook

Overview

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…

Read more

Learn from top reviewers

HoneyBook for Service Providers & Consultant Client Management

Rating: 10 out of 10
June 10, 2021
IncentivizedVetted ReviewVerified User
I use HoneyBook as the main CRM for the business. We leverage it for client inquiries, invoice/proposal processing, and client management. It solved for having multiple extern...
Continue reading
Tiffany Waddell Tate
Consultant - Professional Services
CEO (Chief Executive Officer)
Career Maven Consulting
HoneyBook3 years of experience

How HoneyBook has increased my sales and productively!

Rating: 10 out of 10
June 8, 2021
IncentivizedVetted ReviewVerified User
HoneyBook is a amazing tool in keeping my business organized as it allows me to focus on my actual design work. HoneyBook is being used by my entire organization. I use this s...
Continue reading
Ce'Erica Christine Allen
Director - Corporate
Brand Designer
FRSH Marketing Branding and Design, LLC
HoneyBook3 years of experience

HoneyBook is Heaven for Small Businesses On the Go

Rating: 10 out of 10
May 30, 2021
IncentivizedVetted ReviewVerified User
I use HoneyBook as my CRM which captures leads, then I send a proposal/contract/invoice. All of my communications are handled through HoneyBook, it allows to me see if clients...
Continue reading
Dana Sacco
C-Level Executive - Corporate
Owner
i2iHype LLC
HoneyBook1 year of experience

HoneyBook has made it easier to do the work I love by automating the things I hate

Rating: 10 out of 10
May 27, 2021
IncentivizedVetted ReviewVerified User
I'm using HoneyBook to help me get organized with my business. I'm a small company, so I do it all: sales, marketing, accounting, planning, and all of the work. HoneyBook allo...
Continue reading
Melody Alexander
C-Level Executive - Marketing
Owner
Sparrow Creative Studios
HoneyBook1 year of experience

HoneyBook is Great for Contracts, Sales Proposals, and Questionnaires

Rating: 7 out of 10
May 24, 2021
IncentivizedVetted ReviewVerified User
I use HoneyBook to sen[d] contracts and questionnaires to my clients. I also partially use it as a CRM system, to keep track of my clients' contact details. HoneyBook makes it...
Continue reading
Alyssa Parr
Director - Other
Founder & Creative Director
Luminescent Dreams, LLC
HoneyBook1 year of experience
Log in with LinkedIn to see content from your network
Return to navigation

Pricing

View all pricing

$1 Promo

$1 Per Month

Cloud
6 Months Promo Code = ONLY1

Unlimited Plan - Monthly

$39

Cloud
Month

Unlimited Plan - Annual

$390

Cloud
Year

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.honeybook.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Demos

HoneyBook 101 for Venues

YouTube
Return to navigation

Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

2.1
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

1.8
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

1.5
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

2
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

1.5
Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

1.8
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

2.3
Avg 8.3

Platform

1.8
Avg 7.4
Return to navigation

Product Details

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

HoneyBook Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking

Customer Service & Support Features

  • Supported: Case management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Platform Features

  • Supported: Mobile access

HoneyBook Screenshots

Screenshot of BrochureScreenshot of GratuityScreenshot of Homepage PipelineScreenshot of HomepageScreenshot of ProjectScreenshot of WorkflowsScreenshot of

HoneyBook Video

What is HoneyBook?

HoneyBook Integrations

HoneyBook Competitors

HoneyBook Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesUnited States, Canada
Supported LanguagesEnglish

Frequently Asked Questions

PayPal Payments Pro, Calendly, and Dubsado are common alternatives for HoneyBook.

Reviewers rate Contract management highest, with a score of 2.8.

The most common users of HoneyBook are from Small Businesses (1-50 employees).

HoneyBook Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)100%
Mid-Size Companies (51-500 employees)0%
Enterprises (more than 500 employees)0%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews From Top Reviewers

View all reviews
(1-5 of 9)

HoneyBook for Service Providers & Consultant Client Management

Rating: 10 out of 10
Incentivized
June 10, 2021
TW
Tiffany Waddell Tate
CEO (Chief Executive Officer)
Career Maven Consulting (Professional Training & Coaching, 1-10 employees)
Vetted Review
Verified User
HoneyBook
3 years of experience
View profile
Use Cases and Deployment Scope
I use HoneyBook as the main CRM for the business. We leverage it for client inquiries, invoice/proposal processing, and client management. It solved for having multiple external platforms to send contracts, onboard clients, and collect payments into one platform. It also was instrumental in streamlining automated processes early in the business lifecycle with an agile staff team.
Pros
  • Client Inquiry Management
  • Contracts & Proposals
  • Automated Workflows & Scheduling
Cons
  • Phone app in development, not as robust / intuitive as the web-based platform
Likelihood to Recommend
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.

HoneyBook has made it easier to do the work I love by automating the things I hate

Rating: 10 out of 10
Incentivized
May 27, 2021
MA
Melody Alexander
Owner
Sparrow Creative Studios (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
HoneyBook
1 year of experience
View profile
Use Cases and Deployment Scope
I'm using HoneyBook to help me get organized with my business. I'm a small company, so I do it all: sales, marketing, accounting, planning, and all of the work. HoneyBook allows me to automate, easily track and book my sales, find leads, and bill and send estimates with confidence. It's exactly what I needed to scale my business.
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!
Likelihood to Recommend
HoneyBook is perfect for creatives who need a user-friendly, professional system that matches your aesthetic. As a writer and creative director, it looks polished and allows me to automate the things that could otherwise easily fill up my bandwidth, like follow-ups and billing. It allows me to focus on being creative and doing my work. Setup was easy and intuitive, too, which was one of my biggest concerns. I have been thrilled with how easy it is to use and how much HoneyBook empowers me to do without feeling like I'm losing time I need to make sure my business is running.

HoneyBook is Great for Contracts, Sales Proposals, and Questionnaires

Rating: 7 out of 10
Incentivized
May 24, 2021
AP
Alyssa Parr
Founder & Creative Director
Luminescent Dreams, LLC (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
HoneyBook
1 year of experience
View profile
Use Cases and Deployment Scope
I use HoneyBook to sen[d] contracts and questionnaires to my clients. I also partially use it as a CRM system, to keep track of my clients' contact details. HoneyBook makes it extremely fast and easy for me to send all of my onboarding documents to clients immediately after our first call. With HoneyBook, I can easily update my contracts if any of my business information ever changes over time.
Pros
  • Sending sales proposals + contracts with custom payment schedules.
  • Automatic email reminders when clients have opened proposals, signed, and payed. HoneyBook even sends automated email reminders when clients haven't opened the email, reminding me to follow up.
  • A very easy-to-use dashboard with templates for invoices, contracts, questionnaires, emails, and more.
  • A place to see my sales pipeline with all of my clients, projects, and progress statuses in one place.
  • All of my branding automatically integrated into everything that I send.
Cons
  • 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.
Likelihood to Recommend
HoneyBook is great for businesses that rely on sending contracts and proposals to their clients to book projects. It's great for photographers, wedding planners, graphic designers, and web designers. It can help save a significant amount of time if you set up all of your templates and workflows ahead of time.

It's probably less appropriate for businesses that sell online products through their website. Or larger companies with multiple team members.

How HoneyBook has increased my sales and productively!

Rating: 10 out of 10
Incentivized
June 08, 2021
CC
Ce'Erica Christine Allen
Brand Designer
FRSH Marketing Branding and Design, LLC (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
HoneyBook
3 years of experience
View profile
Use Cases and Deployment Scope
HoneyBook is a amazing tool in keeping my business organized as it allows me to focus on my actual design work. HoneyBook is being used by my entire organization. I use this system to manage both clients and contractors. HoneyBook addresses my issue of keeping up with my client contact information, managing project timelines and keeping up with project files.
Pros
  • keeps up with income and expenses
  • keeps up with client communication
  • manages project dealines
Cons
  • customization to business type
  • more flexibility with taking payments on site
  • website integrations
Likelihood to Recommend
The best scenarios for utilizing HoneyBook would be for photographers, graphic designers, wedding planners, copywriters, and videographers. I would not recommend this program for custom product designers, yoga instructors, freelancers with no clear list of service offerings, baby sitters, and personal trainers.

HoneyBook is Heaven for Small Businesses On the Go

Rating: 10 out of 10
Incentivized
May 30, 2021
DS
Dana Sacco
Owner
i2iHype LLC (Management Consulting, 1-10 employees)
Vetted Review
Verified User
HoneyBook
1 year of experience
Use Cases and Deployment Scope
I use HoneyBook as my CRM which captures leads, then I send a proposal/contract/invoice. All of my communications are handled through HoneyBook, it allows to me see if clients and potential clients have viewed information that I have sent over. For my business, which has different contracts, I am able to send the appropriate contract to the right type of client, then I am able to apply auto-recurring payments. By using HoneyBook, I no longer need to chase clients down for payments.
Pros
  • Lead capture is simple.
  • Workflows help move the client through the process so I am not tied to the computer.
  • Easy of use - you do not need to be super "techy" in order to use it.
  • It has an APP - I need to have an app on my phone.
  • Recurring payments - I hate chasing payments.
  • Email/Gmail Integration - I can answer emails in my standard GMAIL app and they are tracked inside HoneyBook.
Cons
  • I'd like to see it integrate with other email systems.
  • There are still some triggers I would like to be developed in the Workflow.
  • Better File Organization.
Likelihood to Recommend
I recommend HoneyBook to a lot of clients. It is perfect for all sorts of businesses. Currently, I work with bookkeepers, accountants, virtual assistants, coaches and other businesses.
Return to navigation