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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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TrustRadius Insights
TrustRadius Insights

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.
Continue reading
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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

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 Competitors

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
May 03, 2022

Worst customer experience ever!

Verified User
Administrator in Corporate
Events Services Company, 11-50 employees
Score 1 out of 10
Vetted Review
Verified User
Likelihood to Recommend
It is horrible in so many ways, mainly customer support. So, I would never recommend it to anyone. If you want to use it, it is a great way to waste money and to spend extra budget when you want to be really irresponsible with your money.
June 10, 2021

HoneyBook for Service Providers & Consultant Client Management

Tiffany Waddell Tate | TrustRadius Reviewer
Tiffany Waddell Tate
CEO (Chief Executive Officer)
Career Maven Consulting (Professional Training & Coaching, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.
June 08, 2021

How HoneyBook has increased my sales and productively!

Ce'Erica Christine Allen | TrustRadius Reviewer
Ce'Erica Christine Allen
Brand Designer
FRSH Marketing Branding and Design, LLC (Marketing & Advertising, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
The best scenarios for utilizing HoneyBook would be for photographers, graphic designers, wedding planners, copywriters, and videographers. I would not recommend this program for custom product designers, yoga instructors, freelancers with no clear list of service offerings, baby sitters, and personal trainers.
May 27, 2021

HoneyBook has made it easier to do the work I love by automating the things I hate

Melody Alexander | TrustRadius Reviewer
Melody Alexander
Owner
Sparrow Creative Studios (Marketing & Advertising, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
May 24, 2021

HoneyBook is Great for Contracts, Sales Proposals, and Questionnaires

Alyssa Parr | TrustRadius Reviewer
Alyssa Parr
Founder & Creative Director
Luminescent Dreams, LLC (Marketing & Advertising, 1-10 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
HoneyBook is great for businesses that rely on sending contracts and proposals to their clients to book projects. It's great for photographers, wedding planners, graphic designers, and web designers. It can help save a significant amount of time if you set up all of your templates and workflows ahead of time.

It's probably less appropriate for businesses that sell online products through their website. Or larger companies with multiple team members.
March 10, 2020

Great for small businesses in the wedding industry!

Verified User
Director in Professional Services
Media Production Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
January 15, 2020

A CRM program that does that hard work for you!

KC
Kristin Cole
Owner
Sound Wave Events (Events Services, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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!
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