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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…

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Learn from top reviewers

Honeybook for the win!

Rating: 9 out of 10
January 15, 2025
IncentivizedVetted ReviewVerified User
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 aut...
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Verified user
Account Manager
HoneyBook5 years of experience

HoneyBook is a win for service providers

Rating: 8 out of 10
January 7, 2025
IncentivizedVetted ReviewVerified User
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 pot...
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Verified user
Professional
HoneyBook4 years of experience

Run dont walk

Rating: 2 out of 10
January 7, 2025
Vetted ReviewVerified User
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...
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Verified user
C-Level Executive
HoneyBook3 years of experience

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...
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Tiffany Waddell Tate
Consultant - Professional Services
CEO (Chief Executive Officer)
Career Maven Consulting
HoneyBook3 years 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...
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Melody Alexander
C-Level Executive - Marketing
Owner
Sparrow Creative Studios
HoneyBook1 year of experience
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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
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Product Demos

HoneyBook 101 for Venues

YouTube
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Features

Sales Force Automation

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

6.3
Avg 7.7

Customer Service & Support

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

7.7
Avg 7.6

Marketing Automation

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

4.7
Avg 7.6

CRM Project Management

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

7
Avg 7.6

CRM Reporting & Analytics

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

5.5
Avg 7.5

Customization

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

9
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.

6.5
Avg 8.3

Platform

6.5
Avg 7.4
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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 Custom fields and Custom objects highest, with a score of 9.

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%
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Comparisons

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Reviews From Top Reviewers

View all reviews
(1-5 of 10)

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.

Great for small businesses in the wedding industry!

Rating: 9 out of 10
Incentivized
March 10, 2020
Verified User
Director in Professional Services
Media Production Company, 11-50 employees
Vetted Review
Verified User
HoneyBook
1 year of experience
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • 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.
Likelihood to Recommend
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.

A CRM program that does that hard work for you!

Rating: 9 out of 10
Incentivized
January 15, 2020
KC
Kristin Cole
Owner
Sound Wave Events (Events Services, 11-50 employees)
Vetted Review
Verified User
HoneyBook
2 years of experience
Use Cases and Deployment Scope
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.
Pros
  • Task reminders for leads and clients.
  • Automated emails based on workflow assignments.
Cons
  • 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.
Likelihood to Recommend
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!

Run dont walk

Rating: 2 out of 10
January 07, 2025
Verified User
C-Level Executive in Corporate
Marketing & Advertising Company, 1-10 employees
Vetted Review
Verified User
HoneyBook
3 years of experience
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.

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.
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