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.

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

HoneyBook Software - HoneyBook add section
HoneyBook Software - HoneyBook project
HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
HoneyBook Software - HoneyBook activity
HoneyBook Software - HoneyBook inquiry
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HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
HoneyBook Software - HoneyBook activity
HoneyBook Software - HoneyBook inquiry

Features

Total features of HoneyBook: 135

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Authentication Software
  • Availability Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Canned Responses
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Confirmation/Reminders
  • Contact Database
  • Contact Management Software
  • Content Library
  • Contract Drafting
  • Contract/License Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer Service Analytics
  • Customer Support Software
  • Customer Surveys
  • Customizable Dashboard
  • Customizable Invoices
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Design Templates
  • Document Management Software
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management Software
  • Email Response Control
  • Employee Scheduling Software
  • Event Scheduling
  • Expense Tracking
  • FAQ
  • Facility Scheduling
  • File Sharing Software
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forms Automation Software
  • Forms Management
  • General Ledger
  • Group Scheduling
  • Hourly Billing
  • In-Person Payments
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management Software
  • Lead Generation Software
  • Lead Management Software
  • Live Chat Software
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multi-Channel Communication
  • No-Code
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Payment Processing Services Integration
  • Payment Processing Software
  • Pipeline Management
  • Pre-built Templates
  • Process Modeling & Designing
  • Project Billing
  • Project Management Software
  • Project Planning Software
  • Project Planning/Scheduling
  • Proposal Generation
  • Proposal Management Software
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Management
  • Real Time Notifications
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Response Management
  • Room Booking
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Scheduling Software
  • Search/Filter
  • Signature Management
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Summary Reports
  • Task Management Software
  • Task Planning
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Templates
  • Third Party Integrations
  • Time Tracking Software
  • To-Do List
  • Version Control
  • Web-based Deployment
  • Whitelisting/Blacklisting
  • Workflow Configuration
  • Workflow Management Software

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Adobe PDF Library

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Zapier

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Reviews

Overall rating

4.8 /5
(561)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support Software
4.8/5

Already have HoneyBook?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 561
Carlos
Overall rating
  • Industry: Photography
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

A must for busy event people

Reviewed on 10/31/2019

Customer service is great, they get back to asap and help you with anything.

Customer service is great, they get back to asap and help you with anything.

Pros

Automating my payments and collecting for me. Using the app i don't have to be in front of a computer to check on customers contracts.

Cons

no scheduling within the software in which I heard they were working on this. The ability to add someone that works for you and not see contract just logistics.

Alternatives Considered

17hats

Reasons for Switching to HoneyBook

I was on the forefront of it and they walked me into it , I don't think there were many alternatives as there is now

Response from HoneyBook

Happy to hear you are enjoying the HB app Carlos! Please keep an ear out shortly for more news on exciting up coming features!

Steve
Overall rating
  • Industry: Photography
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The sweetest solution for photographers

Reviewed on 4/3/2022

Honeybook continues to be a game-changer for our photography business. It has been an integral part...

Honeybook continues to be a game-changer for our photography business. It has been an integral part of our daily workflow for years now. This year they added calendar and booking functionality.

Pros

Love the customer service. Whenever I need help they are always right there. We use HB for every booking. As soon as a lead goes active, we start a new project and manage everything from communication to proposal to contact to invoicing with HB.

Cons

There could maybe be more freedom to customize but really it's just an advanced issue. First world problems.

Alternatives Considered

Dubsado

Reasons for Choosing HoneyBook

Honeybook does so much more for us than just bookkeeping.

Switched From

Quickbooks Online

Reasons for Switching to HoneyBook

Honeybook is more accessible and ready to deploy.
Kathryn
Overall rating
  • Industry: Events Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Tries to do a lot of things, but none of them are done very well

Reviewed on 9/17/2021

I felt like the app looked great and had great potential, but the clunky UI design left me...

I felt like the app looked great and had great potential, but the clunky UI design left me frustrated. We had been using it for almost a year and still felt that something just wasn't clicking. We ended up moving away from Honeybook and chose another program that was more specific to our industry.

Pros

The look and feel of the app is very clean, love the ability to add images and customize the look and feel of contracts, flyers, brochures and more. Adding a custom form field to our website was easy to do. Automation feature seems nice, but we didn't really use it.

Cons

In contracts the most frustrating thing is that you can only add line items at the very bottom of the invoice. That means if you have a very long invoice and want to add a line to the top of the page, you have to add a line at the bottom and drag it all the way up to the top ( which is extremely tedious ). It wastes so much time that it made me wonder if we wasted more time trying to use this clunky app than just doing things the way we were used to in excel!

Charlie
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Solid Payment Invoicing & Proposal Tool

Reviewed on 6/9/2022

8/10. Once the client has paid the first time, their automated recurring payment solution is...

8/10. Once the client has paid the first time, their automated recurring payment solution is working really well for me.

Pros

I moved away from Quickbooks online because they didn't have an easy way to send customers automatic recurring invoices. Honeybook had pre-built service agreements along with the automated recurring payments feature I needed for my business. It was appealing to work with them because set up was very easy to get what we needed up and running

Cons

After a client pays their invoice, it usually takes 12-24 hours for Honeybook to send me a confirmation email saying they've paid. This is (I don't use this word often) absurd. With Quickbooks, I know payment confirmation comes in within 10 minutes.

Especially if I am going to start work with a client right as they pay, this hurdle in their platform stops me from getting to work right away.

It usually leads to me emailing my customer "Did you pay the invoice?" then them replying "I did!" then me looking into Honeybook wondering why the heck it hasn't come in and making me look foolish to my client... Then I finally get the notification the next day.

It's the #1 feature request they need to get updated.

Alternatives Considered

Stripe and Quickbooks Online

Reasons for Switching to HoneyBook

Because they have online scheduling, and pre-built proposals/service agreements to use. More of an all-in-one platform.
Kaycee
Overall rating
  • Industry: Graphic Design Software
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Honeybook is a game-changer for Service Oriented Small-Businesses

Reviewed on 8/3/2022

The biggest problem that I've struggled with since launching my business is obtaining payment in a...

The biggest problem that I've struggled with since launching my business is obtaining payment in a timely fashion. Honeybook totally fixed that problem for me. I don't have to give a laundry-list of payment methods or pay for additional payment services, wait around for physical checks, or process e-checks. My customers just plop in their card information and then it hits my bank account.

SO. NICE.

Pros

Honeybook took my booking process to a massively higher level of success. My contracts are all signed, and invoices are paid before I even start designing. I walk my customers through the process and we discuss TAT and rates, next steps, and then I kick them over the Proposal with the same details we discussed during the sale.

With other software I've struggled to receive timely payments, or contract signatures.

Not anymore!

Cons

The contract templates are pretty limited to social media management and marketing ops. I think that every business needs their own contracts, period, but it would be nice to have a better starting place for other service providers.

Additionally, the emails that Honeybook kicks out for proposals, payments, contracts and the like have reportedly found their way to many of my customer's spam box. I just warn them ahead of time, but it's not super reassuring to some more leery customers.

Showing 5 reviews of 561 Read all reviews

HoneyBook FAQs

Below are some frequently asked questions for HoneyBook.

HoneyBook offers the following pricing plans:

Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!). For your first 6 months, get HoneyBook for $1 per month with code ONLY1.

HoneyBook has the following typical customers:

Self Employed, 2-10, 11-50, 51-200

HoneyBook supports the following languages:

English

HoneyBook supports the following devices:

Android (Mobile), iPhone (Mobile)

HoneyBook integrates with the following applications:

10to8, AWeber, ActiveCampaign, Acuity Scheduling, Agile CRM, Airtable, Asana, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule Marketing Suite, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Dropbox Sign, Emma, Evernote Teams, FreshBooks, Gmail, Google Analytics 360, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Google Hangouts, Gravity Forms, Hive, HubSpot CRM, Insightly, Instagram, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Meta for Business, Microsoft 365, Microsoft Excel, Microsoft To Do, OneDrive, Ortto, 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, Xero, Zapier, Zoho Mail, monday.com

HoneyBook offers the following support options:

Email/Help Desk, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for HoneyBook.