HoneyBook Reviews

3 Ratings
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Score 9.2 out of 100

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March 10, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We used HoneyBook as our client management platform. All client communication, contracts, and payments lived in HoneyBook. It was great to be able to keep everything in one platform as that helped give us a great big picture of our clients, our sales funnel, and our general statistics like booking rate, form submissions, etc.
  • HoneyBook is very user friendly. Companies or individuals can set up their HoneyBook account making use of all the features with little guidance required.
  • HoneyBook managed the payment side of client contracts and that is a huge headache gone!
  • HoneyBook helped us store client and vendor information long-term which led to referrals.
  • The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
  • HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.
Because HoneyBook is so easy to use and set up, I would definitely recommend HoneyBook to a new small business owner who is looking to collect general client information and manage clients. I would not recommend HoneyBook to a larger company or really anyone that as a standard books more than 1 event on a day (the system sees that as a conflict and sends error messages). Anyone that wants to really make use of data should not use HoneyBook as that's not what this system is designed for.
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January 15, 2020
Kristin Cole | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use HoneyBook to manage all of our clients at our event company. We manage 250-300 clients a year in the software. It is primarily used by our front end office staff and management. It is used to send quotes, contracts, deposit payments, collect signatures, communicate with our clients. We also rely on this software to manage our sales process, client follow-ups and track our pipeline. This allows us to have a more effective process and positive client experience from start to finish.
  • Task reminders for leads and clients.
  • Automated emails based on workflow assignments.
  • Team collaboration isn't very strong in HoneyBook. There is the ability to assign a lead or client to another team member but the files are not assignable. This has caused confusion for our clients.
  • Reports are based on money collected in a certain month, versus events that took place in a certain month. This may work fine for certain clients but doesn't provide us what we need.
It is highly effective for managing the sales process for clients and creating streamlined lead/client follow up workflows and tasks. This is by far the greatest strength of this software. The system as a whole is very user-friendly and can be easily learned by someone with even limited technological experience. I recommend this software for anyone that works directly with a client and has a sales process to manage. It was designed for event companies (photographers, florists, DJs, caterers, etc). Where this software may be less suited is for a larger company that has a team that needs to share clients back and forth - or if one team member manages the sales process and another manages the process from booking a client to client completion. With this in mind, HoneyBook has been very responsive to my requests and has done their best to accommodate my needs. They value their clients!
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HoneyBook Scorecard Summary

Feature Scorecard Summary

Customer data management / contact management (2)
Workflow management (2)
Opportunity management (2)
Integration with email client (e.g., Outlook or Gmail) (1)
Contract management (2)
Quote & order management (2)
Interaction tracking (1)
Case management (2)
Help desk management (2)
Lead management (2)
Task management (2)
Billing and invoicing management (2)
Reporting (2)
Customizable reports (1)
Custom fields (2)
Custom objects (2)
Single sign-on capability (1)
Role-based user permissions (2)
Mobile access (2)

What is HoneyBook?

The vendor states that HoneyBook helps 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

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking

Customer Service & Support Features

Has featureCase management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Platform Features

Has featureMobile access

HoneyBook Screenshots

HoneyBook Video

What is HoneyBook?

HoneyBook Integrations

HoneyBook Competitors

HoneyBook Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
HoneyBook Yearly$400.00Year
HoneyBook Monthly$40.00Month

HoneyBook Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

HoneyBook Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

HoneyBook Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Apple iOS, Android
Supported Countries:United States, Canada
Supported Languages: English