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HoneyBook Reviews and Ratings

Rating: 6.7 out of 10
Score
6.7 out of 10

Community insights

TrustRadius Insights for HoneyBook are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Users have found HoneyBook to be a valuable tool for automating various tasks related to sales, marketing, accounting, and planning. With HoneyBook, users are able to track and book sales, find leads, and confidently bill and send estimates. They appreciate how the software allows them to easily send contracts and questionnaires to clients, as well as manage client contact details. HoneyBook serves as a CRM system, streamlining client inquiries, invoice/proposal processing, and client management.

The software has been instrumental in streamlining automated processes and keeping businesses organized. Entire organizations rely on HoneyBook to effectively manage clients and contractors, address issues with client contact information, and efficiently handle project timelines and files. Users appreciate that HoneyBook can serve as their main CRM tool for capturing leads, sending proposals/contracts/invoices, and handling all communications with clients.

HoneyBook caters to clients in various industries such as event planning, where it helps with sending quotes, contracts, and deposit payments. It is also praised for its ability to track the sales process and pipeline. One of the standout features of the software is its capability to keep all important agreements in one place and provide shared access for creating, signing, and sending contracts. Overall, HoneyBook provides a comprehensive platform for client management that includes communication, contracts, and payments. It gives users a clear overview of their clients and sales funnel.

Reviews

12 Reviews

Honeybook for the win!

Rating: 9 out of 10
Incentivized

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.

Likelihood to Recommend

It is good for single owners or very small teams. If you run a large business with many moving parts/people - this may not be the right fit.

VU
Verified User
Account Manager in Professional Services (1-10 employees)
Vetted Review
HoneyBook
5 years of experience

HoneyBook is a win for service providers

Rating: 8 out of 10
Incentivized

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

Likelihood to Recommend

HoneyBook is great for an established service based small business that has a small team or even a solopreneur. There is a bit of a learning curve for new businesses so I don't recommend it for someone just started out for that reason and that the price has recently gone up.

VU
Verified User
Professional in Professional Services (1-10 employees)
Vetted Review
HoneyBook
4 years of experience

Run dont walk

Rating: 2 out of 10

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

Likelihood to Recommend

Ever since the update to invoices and smart proposals the service has gone downhill in my opinion. From my experience clients hate using the software and we have lost clients because they can't figure out how to pay us. We ended up going directly to stripe payments.

VU
Verified User
C-Level Executive in Corporate (1-10 employees)
Vetted Review
HoneyBook
3 years of experience

Worst customer experience ever!

Rating: 1 out of 10

Use Cases and Deployment Scope

Absolutely the worst experience I have ever had with this type of company and highly do NOT recommend this experience to anyone.

Pros

  • None.
  • None.
  • None.

Cons

  • Customer Service.
  • Support Team
  • Onboarding
  • features

Likelihood to Recommend

It is horrible in so many ways, mainly customer support. So, I would never recommend it to anyone. If you want to use it, it is a great way to waste money and to spend extra budget when you want to be really irresponsible with your money.

VU
Verified User
Administrator in Corporate (11-50 employees)
Vetted Review
HoneyBook
1 year of experience

HoneyBook has saved me a great amount of time and reduced by stress!

Rating: 10 out of 10

Use Cases and Deployment Scope

We use Honeybook to facilitate all of our contract and project agreements. Every contract we send to our employees and clients is executed via Honeybook. It helps us to keep all our important agreements in one place and the executive team has shared access to create, sign and send contracts. The templates help us save time and keep us organized and consistent.

Pros

  • Templates
  • Tasks list
  • Contract execution with signatures

Cons

  • The calendar doesn't seem to integrate well with Google
  • The timesheet can definitely use some work. You should be able to create a report by a person for a time in a specific time period.

Likelihood to Recommend

Templates and Contracts are a good use for Honeybook.

VU
Verified User
Executive in Professional Services (1-10 employees)
Vetted Review
HoneyBook
1 year of experience

HoneyBook for Service Providers & Consultant Client Management

Rating: 10 out of 10
Incentivized

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.

TW
Tiffany Waddell Tate
CEO (Chief Executive Officer) in Professional Services at Career Maven Consulting (1-10 employees)
Vetted Review
HoneyBook
3 years of experience
View profile

How HoneyBook has increased my sales and productively!

Rating: 10 out of 10
Incentivized

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.

CC
Ce'Erica Christine Allen
Brand Designer in Corporate at FRSH Marketing Branding and Design, LLC (1-10 employees)
Vetted Review
HoneyBook
3 years of experience
View profile

HoneyBook is Heaven for Small Businesses On the Go

Rating: 10 out of 10
Incentivized

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.

DS
Dana Sacco
Owner in Corporate at i2iHype LLC (1-10 employees)
Vetted Review
HoneyBook
1 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
Incentivized

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.

MA
Melody Alexander
Owner in Marketing at Sparrow Creative Studios (1-10 employees)
Vetted Review
HoneyBook
1 year of experience
View profile

HoneyBook is Great for Contracts, Sales Proposals, and Questionnaires

Rating: 7 out of 10
Incentivized

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.

AP
Alyssa Parr
Founder & Creative Director at Luminescent Dreams, LLC (1-10 employees)
Vetted Review
HoneyBook
1 year of experience
View profile