Item: HoneyBook
Rating: 10
Author: Tiffany Waddell Tate

Use Cases and Deployment Scope

I use HoneyBook as the main CRM for the business. We leverage it for client inquiries, invoice/proposal processing, and client management. It solved for having multiple external platforms to send contracts, onboard clients, and collect payments into one platform. It also was instrumental in streamlining automated processes early in the business lifecycle with an agile staff team.

Pros and Cons

Client Inquiry Management
Contracts & Proposals
Automated Workflows & Scheduling

Phone app in development, not as robust / intuitive as the web-based platform

Return on Investment

Since onboarding the platform, the UX for clients and prospective clients increased
Collapsed several manual processes, saving lots of time

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

Calendly, Airtable, ConvertKit

Usability

As a busy business owner, they offer many educator resources, trainings, and unmatched customer service. Highly recommend!

Support Rating

Their online support is really great! I have been very pleased with the onboarding and continuous learning opportunities for upleveling use of the platform.

Likelihood to Recommend

I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.

HoneyBook for Service Providers & Consultant Client Management

Overall Satisfaction with HoneyBook