Great for small businesses in the wedding industry!
March 10, 2020

Great for small businesses in the wedding industry!

Anonymous | TrustRadius Reviewer
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.

Pros

  • 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.

Cons

  • 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.
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.
Trainual, Dropbox, ShipStation, HubSpot CRM, Dashlane, Frame.io, Zapier, Vimeo, Formstack Documents (formerly WebMerge), SurveyMonkey, Shortlist
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.

HoneyBook Feature Ratings

8.0
Customer data management / contact management
6
Workflow management
6
Opportunity management
8
Contract management
10
Quote & order management
10
10.0
Case management
10
Help desk management
10
10.0
Lead management
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
Custom objects
10
8.0
Role-based user permissions
8
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
5.0
Mobile access
5

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