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Users have found HoneyBook to be a valuable tool for automating various tasks related to sales, marketing, accounting, and planning. With …
Starting at $1 6 Months Promo Code = ONLY1
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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…
Recent Reviews
Popular Features
- Contract management (9)3.030%
- Customer data management / contact management (9)2.525%
- Task management (9)2.424%
- Workflow management (8)1.919%
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
Product Demos
HoneyBook 101 for Venues
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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:
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
HoneyBook Video
What is HoneyBook?
HoneyBook Integrations
HoneyBook Competitors
HoneyBook Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | United States, Canada |
| Supported Languages | English |
Frequently Asked Questions
Reviewers rate Contract management highest, with a score of 3.
The most common users of HoneyBook are from Small Businesses (1-50 employees).
HoneyBook Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 100% |
| Mid-Size Companies (51-500 employees) | 0% |
| Enterprises (more than 500 employees) | 0% |
Comparisons
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Reviews and Ratings
(35)
Community Insights
TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Recommendations
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.
Users commonly recommend Honeybook for the following reasons:
- Honeybook is highly recommended for freelancers, small business owners, and those in the events industry or creative field. Many users find it to be a great platform that helps with organization and efficiency.
- Users recommend Honeybook for its comprehensive features and functionality. They appreciate having full control, access to information, and contacts all in one place. It is particularly useful for upstart, small, and medium-sized businesses.
- Users appreciate the customer support provided by Honeybook. They find the team extremely helpful and commend the great customer service experience they receive. Additionally, many users recommend taking advantage of the tutorials and setup instructions when getting started with Honeybook.
Attribute Ratings
Reviews
(1-9 of 9)Companies can't remove reviews or game the system. Here's why
May 03, 2022
Worst customer experience ever!
Score 1 out of 10
Vetted Review
Verified User
Absolutely the worst experience I have ever had with this type of company and highly do NOT recommend this experience to anyone.
- None.
- None.
- None.
- Customer Service.
- Support Team
- Onboarding
- features
Score 10 out of 10
Vetted Review
Verified User
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.
- Templates
- Tasks list
- Contract execution with signatures
- 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.
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.
- Client Inquiry Management
- Contracts & Proposals
- Automated Workflows & Scheduling
- Phone app in development, not as robust / intuitive as the web-based platform
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.
- keeps up with income and expenses
- keeps up with client communication
- manages project dealines
- customization to business type
- more flexibility with taking payments on site
- website integrations
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.
- 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.
- 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.
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.
- 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.
- 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!
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.
- 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.
- 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.
March 10, 2020
Great for small businesses in the wedding industry!
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.
January 15, 2020
A CRM program that does that hard work for you!
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.