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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
Melody Alexander | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Alyssa Parr | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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