Overall Satisfaction with HoneyBook
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.
- Client Inquiry Management
- Contracts & Proposals
- Automated Workflows & Scheduling
- Phone app in development, not as robust / intuitive as the web-based platform
- Since onboarding the platform, the UX for clients and prospective clients increased
- Collapsed several manual processes, saving lots of time
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?
As a busy business owner, they offer many educator resources, trainings, and unmatched customer service. Highly recommend!
Their online support is really great! I have been very pleased with the onboarding and continuous learning opportunities for upleveling use of the platform.
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.