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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...
Continue reading
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...
Continue reading
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...
Continue reading
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...
Continue reading
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 12)

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 is a win for service providers

Rating: 8 out of 10
Incentivized
January 07, 2025
Verified User
Professional in Professional Services
Professional Training & Coaching Company, 1-10 employees
Vetted Review
Verified User
HoneyBook
4 years of experience
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.

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.

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 for the win!

Rating: 9 out of 10
Incentivized
January 15, 2025
Verified User
Account Manager in Professional Services
Management Consulting Company, 1-10 employees
Vetted Review
Verified User
HoneyBook
5 years of experience
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.
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