HoneyBook

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can track deals and create quotes.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This includes lead generation, scoring, qualification, routing, and nurturing.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Users can create reports and dashboards unique to their needs.

Users can create custom fields to store additional information on standard and custom objects.

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.