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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)
    3.0
    30%
  • Customer data management / contact management (9)
    2.5
    25%
  • Task management (9)
    2.4
    24%
  • 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 7.6

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

1.9
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.

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

View all alternatives
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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

(1-9 of 9)
Companies can't remove reviews or game the system. Here's why
Score 1 out of 10
Vetted Review
Verified User
Sales Force Automation (7)
10%
1.0
Customer data management / contact management
10%
1.0
Workflow management
10%
1.0
Opportunity management
10%
1.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Contract management
10%
1.0
Quote & order management
10%
1.0
Interaction tracking
10%
1.0
Customer Service & Support (2)
10%
1.0
Case management
10%
1.0
Help desk management
10%
1.0
Marketing Automation (1)
10%
1.0
Lead management
10%
1.0
CRM Project Management (3)
10%
1.0
Task management
10%
1.0
Billing and invoicing management
10%
1.0
Reporting
10%
1.0
CRM Reporting & Analytics (1)
10%
1.0
Customizable reports
10%
1.0
Customization (2)
10%
1.0
Custom fields
10%
1.0
Custom objects
10%
1.0
Security (2)
10%
1.0
Role-based user permissions
10%
1.0
Single sign-on capability
10%
1.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
10%
1.0
Mobile access
10%
1.0
Score 10 out of 10
Vetted Review
Verified User
Sales Force Automation (7)
31.428571428571427%
3.1
Customer data management / contact management
70%
7.0
Workflow management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Customer Service & Support (2)
40%
4.0
Case management
N/A
N/A
Help desk management
80%
8.0
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (3)
30%
3.0
Task management
90%
9.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (1)
N/A
N/A
Customizable reports
N/A
N/A
Customization (2)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
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)
N/A
N/A
Mobile access
N/A
N/A
Tiffany Waddell Tate | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (6)
83.33333333333334%
8.3
Customer data management / contact management
70%
7.0
Workflow management
70%
7.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Interaction tracking
60%
6.0
Customer Service & Support (1)
80%
8.0
Help desk management
80%
8.0
Marketing Automation (1)
60%
6.0
Lead management
60%
6.0
CRM Project Management (3)
53.33333333333333%
5.3
Task management
30%
3.0
Billing and invoicing management
80%
8.0
Reporting
50%
5.0
CRM Reporting & Analytics (1)
30%
3.0
Customizable reports
30%
3.0
Customization (2)
80%
8.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Security (2)
15%
1.5
Role-based user permissions
30%
3.0
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
60%
6.0
Mobile access
60%
6.0
Ce'Erica Christine Allen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (7)
92.85714285714286%
9.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
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
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support (2)
100%
10.0
Case management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (3)
96.66666666666666%
9.7
Task management
90%
9.0
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
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Melody Alexander | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
Alyssa Parr | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (7)
65.71428571428571%
6.6
Customer data management / contact management
40%
4.0
Workflow management
50%
5.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
30%
3.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
20%
2.0
Lead management
20%
2.0
CRM Project Management (3)
56.66666666666667%
5.7
Task management
20%
2.0
Billing and invoicing management
100%
10.0
Reporting
50%
5.0
CRM Reporting & Analytics (1)
30%
3.0
Customizable reports
30%
3.0
Customization (2)
75%
7.5
Custom fields
100%
10.0
Custom objects
50%
5.0
Security (2)
50%
5.0
Role-based user permissions
50%
5.0
Single sign-on capability
50%
5.0
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
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