Great for small businesses in the wedding industry!
March 10, 2020
Great for small businesses in the wedding industry!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with HoneyBook
We used HoneyBook as our client management platform. All client communication, contracts, and payments lived in HoneyBook. It was great to be able to keep everything in one platform as that helped give us a great big picture of our clients, our sales funnel, and our general statistics like booking rate, form submissions, etc.
- HoneyBook is very user friendly. Companies or individuals can set up their HoneyBook account making use of all the features with little guidance required.
- HoneyBook managed the payment side of client contracts and that is a huge headache gone!
- HoneyBook helped us store client and vendor information long-term which led to referrals.
- The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
- HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.
- 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.
- HubSpot CRM
We switched to HubSpot after a few years of the company using HoneyBook. We switched to HubSpot because we needed more features that would allow us to automate our processes and pull better data on our clients, their vendors, and our overall client process. I appreciated that HoneyBook was its own booking/payment system, that it was easy to use and set up, but ultimately that was not enough to keep us in the platform.