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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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Recent Reviews

TrustRadius Insights

Users have found HoneyBook to be a valuable tool for automating various tasks related to sales, marketing, accounting, and planning. With …
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Worst customer experience ever!

1 out of 10
May 03, 2022
Absolutely the worst experience I have ever had with this type of company and highly do NOT recommend this experience to anyone.
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Popular Features

View all 19 features
  • Contract management (9)
    3.1
    31%
  • Customer data management / contact management (9)
    2.5
    25%
  • Task management (9)
    2.5
    25%
  • Workflow management (8)
    1.9
    19%
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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.

2.2
Avg 7.7

Customer Service & Support

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

1.9
Avg 7.5

Marketing Automation

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

1.6
Avg 7.5

CRM Project Management

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

2.1
Avg 7.6

CRM Reporting & Analytics

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

1.6
Avg 7.6

Customization

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

1.9
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.

2.4
Avg 8.3

Platform

2
Avg 7.5
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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 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 Contract management highest, with a score of 3.1.

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 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!

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

(1-4 of 4)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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 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.
Sales Force Automation (7)
94.28571428571429%
9.4
Customer data management / contact management
100%
10.0
Workflow management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support (1)
90%
9.0
Case management
90%
9.0
Marketing Automation
N/A
N/A
CRM Project Management (3)
73.33333333333333%
7.3
Task management
50%
5.0
Billing and invoicing management
100%
10.0
Reporting
70%
7.0
CRM Reporting & Analytics
N/A
N/A
Customization (2)
50%
5.0
Custom fields
70%
7.0
Custom objects
30%
3.0
Security (2)
70%
7.0
Role-based user permissions
80%
8.0
Single sign-on capability
60%
6.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • Allowed me to step away from the computer.
  • Reduced time with chasing payments.
  • Visibility of what is working.
Dubsado isn't as user-friendly, but it is more powerful in the workflow aspect. I don't think it's as easy to customize proposals and invoices.

17-Hats is incredibly "clunky" it's not easy to navigate but does a lot for clients.

Keap being more expensive and has some great aspects. There are limitations, you don't have the ability for contracts internally which most clients I have worked with need.
For usability it is super easy to use. Again, you don't need to know all the tech in order for it to work well for a business. There are some limitations in workflow triggers I would like to see which lowers the rating. It is definitely great for businesses with smaller teams, I don't see it working for larger organizations.
They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.
Melody Alexander | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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!
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.
Sales Force Automation (7)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support (2)
N/A
N/A
Case management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (1)
100%
10.0
Customizable reports
100%
10.0
Customization (2)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Security (2)
50%
5.0
Role-based user permissions
N/A
N/A
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • HoneyBook has increased my efficiency, particularly when it comes to billing. I wanted to make it easier for myself to bill and HoneyBook has made it a breeze to automate my system.
  • I love the forms HoneyBook provides, which fit seamlessly with my website. It makes lead generation easy, and automation has been a dream come true for my efficiency.
  • HoneyBook has given me the ability to quickly follow up with professional materials that I wouldn't have had printed to hand out to potential customers. I love the digital capabilities and simplicity of the system, which has been worth the investment.
QuickBooks was only good for billing and analytics, but it was the entire HoneyBook package that sold me. In the end, I decided to keep QuickBooks to help with my accounting system. QuickBooks integrates seamlessly with HoneyBook, which will help me at tax time. HoneyBook doesn't have the full accounting capabilities that QuickBooks offers, but HoneyBook has the client-facing presentation I wanted. They work well together.
HoneyBook is easy to use. It is simple to customize and highly intuitive. The HoneyBook training I've attended has shared even more ways to use the system, so it's truly set up to give you success from the first day you use it. I haven't even fully implemented all of its features yet, but that's mostly been because of my own lack of time.
I haven't had to use it yet, but the up front support I've received from HoneyBook has largely ensured I haven't needed to contact Support anyway.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Sales Force Automation (5)
80%
8.0
Customer data management / contact management
60%
6.0
Workflow management
60%
6.0
Opportunity management
80%
8.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Customer Service & Support (2)
100%
10.0
Case management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics
N/A
N/A
Customization (2)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
  • HoneyBook was very cost effective which was great for ROI!
  • HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
  • HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.
We switched to HubSpot after a few years of the company using HoneyBook. We switched to HubSpot because we needed more features that would allow us to automate our processes and pull better data on our clients, their vendors, and our overall client process. I appreciated that HoneyBook was its own booking/payment system, that it was easy to use and set up, but ultimately that was not enough to keep us in the platform.
Trainual, Dropbox, ShipStation, HubSpot CRM, Dashlane, Frame.io, Zapier, Vimeo, Formstack Documents (formerly WebMerge), SurveyMonkey, Shortlist
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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!
Sales Force Automation (7)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support (2)
95%
9.5
Case management
90%
9.0
Help desk management
100%
10.0
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
80%
8.0
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
60%
6.0
CRM Reporting & Analytics (1)
60%
6.0
Customizable reports
60%
6.0
Customization (2)
90%
9.0
Custom fields
90%
9.0
Custom objects
90%
9.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
  • Workflow/task management has increased our bookings and saved lost opportunities by 25%.
  • Customization of brochures and contracts allows us to fully represent our brand through the sales process.
We researched many other CRM programs before choosing HoneyBook (including Dubsado, DJ Event Planner, Zoho, Salesforce, and Intellivent). HoneyBook had the best offerings for the best price and has been a successful solution to our needs. The task management, pipeline, and task management for clients are unmatched and very easy to use. We were able to customize all of our emails, brochures, and contracts to match our brand and provide a streamlined experience for our clients. HoneyBook has also been excellent at continually improving the platform and having new releases on a consistent basis. Even if the software doesn't have all the things I need (we have worked through some kinks along the way due to our company size), they are constantly growing and improving. I have also received excellent customer service from everyone at HoneyBook even though I have been demanding at times. These are the reasons I have stayed with HoneyBook even though there are a couple of improvements to the system (related to team functionality and reporting) that we are waiting for. I would recommend this software to anyone in my industry!
4
  • Booking Manager
  • Client Coordinator
  • Operations Manager
  • Owner
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