About HoneyBook
HoneyBook is a cloud-based CRM solution designed for small businesses and freelancers that helps users to manage business processes, from consultation to billing. The platform enables users to manage projects, book customers, send invoices, sign online contracts and manage payments.
HoneyBook offers task management functionality that allows users to view and track different stages of a project. Users can store their invoices, contracts and other documents in one place. They can also respond to customers with automated appointment requests and follow-ups using custom templates and notifications.
To help users keep on top of their workload, HoneyBook allows task reminders to be created, and automated payment reminders can be sent based on project payment due dates. HoneyBook facilitates secure online payments within the system and contracts can be signed digitally. The solution also provides users with the necessary tools to track reservations, payment schedules and leads automatically. HoneyBook can be integrated with third party tools such as Calendly, QuickBooks, Zapier, Google Calendar, Gmail, and more to create seamless workflows and data synchronization.
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Key benefits of HoneyBook
• The secure online payment functionality within HoneyBook saves the time, effort and money needed to make multiple trips to the bank each week to deposit checks received.
• HoneyBook provides users with powerful tools to automatically track payment schedules, reservations, and leads.
• The reporting feature allows users to monitor analytics on key metrics, including the combined value of all events, success rates, the percentage of posting, and more.
• HoneyBook allows users to set up email reminders that are automatically sent to customers when payments are due
• The platform enables all parties to see and share timelines, view event details such as dates, times, and addresses and communicate via email.
Devices
Business size
Markets
Supported Languages
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Features
Total features of HoneyBook: 107
- Access Controls/Permissions
- Activity Dashboard
- Alerts/Notifications
- Appointment Scheduling Software
- Billing & Invoicing
- Billing Portal
- CRM Software
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Canned Responses
- Client Management
- Client Portal
- Collaboration Tools
- Completion Tracking
- Contact Database
- Contact Management Software
- Content Library
- Contract Drafting
- Contract/License Management
- Customer Accounts
- Customer Database
- Customer Service Analytics
- Customer Support Software
- Customer Surveys
- Customizable Dashboard
- Customizable Invoices
- Customizable Templates
- Dashboard Software
- Deadline Management
- Debit/Credit Card Processing
- Document Management Software
- Document Storage
- Document Templates
- Electronic Payments
- Electronic Signature
- Email Management Software
- Email Response Control
- Employee Scheduling Software
- FAQ
- Facility Scheduling
- File Sharing Software
- Financial Management Software
- Forms Management
- Group Scheduling
- Hourly Billing
- In-Person Payments
- Interaction Tracking
- Invoice Creation
- Invoice History
- Invoice Management
- Knowledge Management Software
- Lead Capture Software
- Lead Generation Software
- Lead Management Software
- Live Chat Software
- Meeting Management
- Mobile Access
- Mobile Payments
- Monitoring
- No-Code
- Online Booking
- Online Invoicing
- Online Payments
- Payment Processing Services Integration
- Payment Processing Software
- Pipeline Management
- Pre-built Templates
- Project Billing
- Project Management Software
- Project Planning Software
- Project Planning/Scheduling
- Proposal Generation
- Proposal Management Software
- Purchasing & Receiving
- Quantitative Analysis
- Quotes/Estimates
- Real Time Notifications
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Reporting/Analytics
- Reporting/Project Tracking
- Request Escalation
- Response Management
- Room Booking
- Sales Pipeline Management
- Scheduling Software
- Search/Filter
- Signature Management
- Social Media Integration
- Source Tracking
- Status Tracking
- Summary Reports
- Task Management Software
- Task Planning
- Tax Calculation
- Team Collaboration
- Templates
- Third Party Integrations
- Time & Expense Tracking
- To-Do List
- Version Control
- Web-based Deployment
- Whitelisting/Blacklisting
- Workflow Configuration
- Workflow Management Software
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Reviews
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- Industry: Legal Services
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
The Best Client Management Resource-- goes beyond normal software
Reviewed on 2019-09-20
Before I used HoneyBook, I had tried several other client management platforms. All of them were...
Before I used HoneyBook, I had tried several other client management platforms. All of them were clunky, and often I'd have to hunt around for things in the interest of the app developer's attention to folders and organization. What a mess! I'm so glad I switched to HoneyBook. They've consistently made product improvements and seem to really care about their customers. It gets easier and more fun to use every day, with just enough features to accomplish what I need without overwhelming me. I highly suggest this to anyone who is managing multiple clients, especially if you have client projects that tend to go dormant for awhile then pick back up.
Pros
I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried.
Cons
It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use.
Response from HoneyBook
Christina, thank you for you being a HoneyBook member! We are so happy to hear that HB allows you to manage your clients in a fraction of time of other systems! Our Product Team works hard to consistently meet and exceed our members expectations. Thank you for the feedback on the default email templates. I will share with our team. Incase you didn't know, you can edit the default templates text and format to meet your needs.
- Industry: Photography
- Company size: Self Employed
- Used Weekly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
HoneyBook is the right CRM for you!
Reviewed on 2021-01-23
I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is...
I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is available & how they compare, but I think my loyalty & the overall satisfaction with HoneyBook will keep me here!
Pros
HoneyBook just overall has so many great features that will help you run & maintain your business every day. During the onset of Covid & with so many of us experiencing cancellations & such, they were the only CRM I knew of that rolled out any help with legal documents to help you convey the right words to your clients to not only help you stay level headed & in charge of your business, but also helped your clients realize that cancelling should be a last resort & that we business owners are here for them!
I am also a big fan of most all of the templates that they provide for you to help set your business up for success! Aaaand in the Winter, I love the little Snowman icon that sips hot cocoa & makes the computer screen be a wintery scene. Adorable!
HoneyBook is very easy to use, & their customer service & tech departments are da bomb!
Cons
The only things I wish that HoneyBook would improve on the most would be trying different variations with the project pipeline, with adding more availability or being able to choose between pipelines for different project types, & working out some kinks with the scheduling system between what we intend for clients to see in availability & what they actually see; & for the client to be able to go in & change their selection of date & time immediately afterwards & up to half an hour later.
- Industry: Graphic Design Software
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 7.0 /10
Ever Growing to Meet the Needs of My Business
Reviewed on 2021-02-19
If they keep improving the product the way they have been I will be a happy HoneyBook HoneyBee for...
If they keep improving the product the way they have been I will be a happy HoneyBook HoneyBee for life.
Pros
I love the Project Management area. I can see everything i am working on and the stage it is at. I also love the automation of some of the project stages. I love that everything pertaining to that project is all included in the project. Once i open each project i can see all the files, correspondences between my client and I. I can simply pick up where i left off.
Cons
I was expecting more from the workflow and would love the option to create a link so clients can open the link to get to the invoice to make the payment. As much as I’d love everyone to use the client portal, not everyone can handle it and this would be a great feature for older, less tech-savvy clients.
- Industry: Photography
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
Not User Friendly - Difficult Learning Curve
Reviewed on 2018-06-07
Pros
Keeps contracts in one place, able to accept credit cards. You can network with other vendors, and they seem to really concentrate more on this than actually developing software that works well.
Cons
I am a "founding" Honeybook user and bought the lifetime membership. At first, HB was very convenient. The learning curve was very frustrating as the online software had many MANY bugs. It still does. The entire premise behind the software was to free up your time, have all your projects in one place, sign contract, get paid, etc. Yes, great idea! However, the software has so many glitches! You're not able to even edit a person in your contacts. Their customer support team used to be great you could actually message a real person - now you have to wait a day or two to get an email answer and most of the time they just send you a link to deal with your problem. Once you email your client the contract, everything goes down the Honeybook "rabbit hole". My clients are tech savvy and they can't even figure out Honeybook - the emails that I've received from frustrated clients is numerous. Save your time and money and get another online software that will actually do the job - like Sprout Studio or Dubsado. Wish I would have done that from the beginning. Regretting my purchase since my lifetime "membership" isn't transferrable and Honeybook continues to make money off of me by accepting credit card payments. I looked at 17hats, which also didn't have great reviews before I purchased Honeybook. Moving on, however, I'm assuming that the process will not be easy transferring existing contracts and other office files.
- Industry: Photography
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
I LOVE IT
Reviewed on 2021-02-03
The invoices are my favorite. I love being to bill clients through HB and not have to use a...
The invoices are my favorite. I love being to bill clients through HB and not have to use a different program to do that. I get to keep EVERYTHING in one spot which actually saves me money. I don’t need a separate software for bookkeeping, calendars, workflow, etc. It’s ALL here. In one place. I’m obsessed. I can’t imagine not having HB.
Pros
Very user friendly, they offer so much! I love being able to track my expenses and schedule clients. I love the workflow feature, it’s so helpful. I REALLY love the fact that clients can pay you through the HB invoice. That’s probably the best part. Its awesome that they added a COVID-19 tool kit that shows you which clients are most likely to be affected. And then they have email templates that are COVID related. So many resources are provided, it’s like they actually care about us 🥺 💕 haha.
Highly recommend
Cons
The only thing that’s a little slow is the payment actually getting to my bank account. I’m not even sure if HB has anything to do with the time it takes, but I do wish it didn’t take 2 days to finally show up in my account. I wish there was an option to “instantly” transfer the funds for like a 1% fee. Like Venmo! That way if someone needs the money ASAP, they can instantly get it OR they can choose to wait the 1-2 business days to get the full payment. That would AMAZING
HoneyBook FAQs
Below are some frequently asked questions for HoneyBook.Q. What type of pricing plans does HoneyBook offer?
HoneyBook offers the following pricing plans:
- Starting from: US$9.00/month
- Pricing model: Subscription
- Free Trial: Available
1. Starter Plan: $9 per month, no annual billing option. 2. Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!)
Q. What are the main features of HoneyBook?
We do not have any information about HoneyBook features
Q. Who are the typical users of HoneyBook?
HoneyBook has the following typical customers:
Self Employed, 2-10, 11-50, 51-200
Q. What languages does HoneyBook support?
HoneyBook supports the following languages:
English
Q. Does HoneyBook support mobile devices?
HoneyBook supports the following devices:
Android (Mobile), iPhone (Mobile)
Q. What other apps does HoneyBook integrate with?
HoneyBook integrates with the following applications:
10to8, AWeber, ActiveCampaign, Acuity Scheduling, Agile CRM, Airtable, Asana, Autopilot, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Emma, Evernote Business, Facebook, FreshBooks, Gmail, Google Analytics, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Gravity Forms, HelloSign, Hive, HubSpot CRM, Insightly, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Microsoft 365, Microsoft Excel, OneDrive, PayPal, Planning Pod, Process Street, Quickbooks Online, Route4Me, Salesforce Sales Cloud, Schedule it, Shopify, Slack, Square for Retail, Squarespace, Streak, Stripe, Teachable, Teamwork, TextMagic, Thryv, Todoist, Toggl Track, Trello, Twilio, Typeform, Wave Accounting, WooCommerce, WordPress, Wrike, Wunderlist, Xero, Zapier, Zoho Mail, monday.com
Q. What level of support does HoneyBook offer?
HoneyBook offers the following support options:
Email/Help Desk, Knowledge Base Software, Phone Support, Chat
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