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$9.00/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.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$9.00/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
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Features

Total features of HoneyBook: 112

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • 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
  • 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 Security
  • 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
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Generation 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 & Statistics
  • 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

Alternatives

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Odoo

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Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business...

Bitrix24

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Reviews

Overall rating

4.9 /5
(402)
Value for Money
4.7/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support Software
4.8/5

Already have HoneyBook?

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Showing 5 reviews of 402
Christina S.
Overall rating
  • Industry: Legal Services
  • 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 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.

Stephanie F.
Overall rating
  • Industry: Photography
  • 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 10.0 /10

My favorite CRM ever

Reviewed on 2021-08-11

I've loved every minute! Even with the few things that I think could be improved on, I think their...

I've loved every minute! Even with the few things that I think could be improved on, I think their team is doing an amazing job!

Pros

The best part about HoneyBook is that I'm able to fully customize everything to match my brand's visuals. Everything about this CRM is easy to use. The support team is always incredible if you need help - they're seriously the best around. The community around HB is also amazing. I love how easy it is to go from an inquiry to a booked project with my automated workflows! The newer client portal feature is always a client favorite, too!

Cons

I would love to see a more flexible method for viewing pipelines and tasks. I prefer to view a Kanban-type of pipeline/workflow and tasks. I'd like to be able to click on a workflow and see how many clients/projects I have under it.

I also don't like that I can't charge for certain appointment types. I would love to use the scheduling feature for booking mini sessions or other items that I would charge for outside of weddings/brand sessions. It would also be great if certain appointment types could work as lead capture forms (i.e.: when an appointment is booked, a new inquiry is created).

For financial tracking, it would be nice to be able to create a recurring expense.

Paige E.
Overall rating
  • Industry: Photography
  • Used Weekly for 1+ year
  • 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.

Michelle simmons -.
Overall rating
  • Industry: Photography
  • 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 10.0 /10

The BEST investment for my business

Reviewed on 2021-05-25

Love love LOVE HoneyBook! I've been using it for several years now, and can't imagine using...

Love love LOVE HoneyBook! I've been using it for several years now, and can't imagine using anything else instead. And their customer service is QUICK and helpful for the few times I haven't been able to figure out how to do something.

Pros

It keeps my business organized and on track! From digital contracts and invoicing, custom brochures and questionnaires, to email tracking and a simple way to see what step I'm at with each project, HoneyBook keeps me on track.

Cons

The worst part about it is getting started, but even THAT is pretty simple with their "concierge service" where you can send them your current forms and they'll digitize them for you!

Duane M.
Overall rating
  • Industry: Entertainment
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Honeybook just works!

Reviewed on 2021-07-29

I am very happy with the software.

I am very happy with the software.

Pros

I really like how seamless, intuitive, and robust honeybook is. I like how it keeps me on track and integrates with calendars, emails, and helps my clients stay organized.

Cons

Some of the features I would like to see in the future would be the ability to integrate a "store"-like function directly into the crm. I would like my clients to be able to choose from options that I offer and those choices to become a proposal or invoice.

Showing 5 reviews of 402 Read all reviews

HoneyBook FAQs

Below are some frequently asked questions for HoneyBook.

HoneyBook offers the following pricing plans:

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, Autopilot, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Emma, Evernote Teams, Facebook for Business, FreshBooks, Gmail, Google Analytics, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Google Hangouts, Gravity Forms, HelloSign, Hive, HubSpot CRM, Insightly, Instagram, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Microsoft 365, Microsoft Excel, Microsoft To Do, 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, Xero, Zapier, Zoho Mail, monday.com

HoneyBook offers the following support options:

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

Related categories

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