HoneyBook is Heaven for Small Businesses On the Go
May 30, 2021

HoneyBook is Heaven for Small Businesses On the Go

Dana Sacco | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with HoneyBook

I use HoneyBook as my CRM which captures leads, then I send a proposal/contract/invoice. All of my communications are handled through HoneyBook, it allows to me see if clients and potential clients have viewed information that I have sent over. For my business, which has different contracts, I am able to send the appropriate contract to the right type of client, then I am able to apply auto-recurring payments. By using HoneyBook, I no longer need to chase clients down for payments.
  • Lead capture is simple.
  • Workflows help move the client through the process so I am not tied to the computer.
  • Easy of use - you do not need to be super "techy" in order to use it.
  • It has an APP - I need to have an app on my phone.
  • Recurring payments - I hate chasing payments.
  • Email/Gmail Integration - I can answer emails in my standard GMAIL app and they are tracked inside HoneyBook.
  • I'd like to see it integrate with other email systems.
  • There are still some triggers I would like to be developed in the Workflow.
  • Better File Organization.
  • Allowed me to step away from the computer.
  • Reduced time with chasing payments.
  • Visibility of what is working.
Dubsado isn't as user-friendly, but it is more powerful in the workflow aspect. I don't think it's as easy to customize proposals and invoices.

17-Hats is incredibly "clunky" it's not easy to navigate but does a lot for clients.

Keap being more expensive and has some great aspects. There are limitations, you don't have the ability for contracts internally which most clients I have worked with need.

Do you think HoneyBook delivers good value for the price?


Are you happy with HoneyBook's feature set?


Did HoneyBook live up to sales and marketing promises?


Did implementation of HoneyBook go as expected?


Would you buy HoneyBook again?


For usability it is super easy to use. Again, you don't need to know all the tech in order for it to work well for a business. There are some limitations in workflow triggers I would like to see which lowers the rating. It is definitely great for businesses with smaller teams, I don't see it working for larger organizations.
They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.
I recommend HoneyBook to a lot of clients. It is perfect for all sorts of businesses. Currently, I work with bookkeepers, accountants, virtual assistants, coaches and other businesses.

HoneyBook Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Interaction tracking
Case management
Task management
Billing and invoicing management
Custom fields
Custom objects
Role-based user permissions
Single sign-on capability
Mobile access