Item: HoneyBook
Rating: 10
Author: Dana Sacco

Use Cases and Deployment Scope

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.

Pros and Cons

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.

Return on Investment

Allowed me to step away from the computer.
Reduced time with chasing payments.
Visibility of what is working.

Alternatives Considered

Dubsado, 17hats and Keap (formerly Infusionsoft)

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.

Key Insights

Do you think HoneyBook delivers good value for the price?

Yes

Are you happy with HoneyBook's feature set?

Yes

Did HoneyBook live up to sales and marketing promises?

Yes

Did implementation of HoneyBook go as expected?

Yes

Would you buy HoneyBook again?

Yes

Other Software Used

ClickUp

Usability

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.

Support Rating

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.

Likelihood to Recommend

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 is Heaven for Small Businesses On the Go

Overall Satisfaction with HoneyBook