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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
YouTube
Features
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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
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
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
83.33333333333334%
8.3
80%
8.0
60%
6.0
53.33333333333333%
5.3
30%
3.0
80%
8.0
15%
1.5
N/A
N/A
N/A
N/A
60%
6.0
- Since onboarding the platform, the UX for clients and prospective clients increased
- Collapsed several manual processes, saving lots of time
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.
65.71428571428571%
6.6
N/A
N/A
20%
2.0
56.66666666666667%
5.7
30%
3.0
75%
7.5
50%
5.0
N/A
N/A
N/A
N/A
100%
10.0
- HoneyBook is the only way I could run my business. Although all of it's features aren't great or perfect, the custom contracts, invoices, and payment schedules make it extremely valuable and worth the price for my business.
- My clients have been impressed by my smooth onboarding process, thanks to HoneyBook; and new clients typically book projects within the first 24 hours of me sending the contract/proposal.
- When I first started my business, I tried to set EVERYTHING up with HoneyBook. Unfortunately, HoneyBook's custom contact forms, the online scheduling tool, the time tracker, and the tasks/to-dos were not sophisticated enough for me. I had to re-create my workflows for those processes with other online tools, which costed me time and in some cases money because I had to add additional monthly subscriptions.
I selected HoneyBook because they had a sale for my first 6 months, it was $1 per month (as opposed to $40). It let me try out the software risk-free to see if I liked it. I'm glad I made the decision. I also like how HoneyBook has educational resources and facebook discussion groups for small business owners. It makes me feel special.
I've heard Dubsado is pretty good for small business owners as well.
I really like Pipedrive's interface for keeping track of sales leads, conversations, and setting follow-up reminders (especially while working with teams). However, I don't think Pipedrive allows you to send sales proposals or invoices, which HoneyBook is excellent at.
I've heard Dubsado is pretty good for small business owners as well.
I really like Pipedrive's interface for keeping track of sales leads, conversations, and setting follow-up reminders (especially while working with teams). However, I don't think Pipedrive allows you to send sales proposals or invoices, which HoneyBook is excellent at.
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.
100%
10.0
95%
9.5
100%
10.0
80%
8.0
60%
6.0
90%
9.0
100%
10.0
N/A
N/A
N/A
N/A
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