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.

Devices

Business size

S M L

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 video
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

Features

Total features of HoneyBook: 127

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

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Reviews

Overall rating

4.8 /5
(493)
Value for Money
4.7/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
4.8/5

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Showing 5 reviews of 493
Ezekiel R.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

LocallyHost.Com use of HoneyBook

Reviewed on 19/5/2022

It enables us to create, send and manage contracts, invoicing and billing like no platform we have...

It enables us to create, send and manage contracts, invoicing and billing like no platform we have ever used

Pros

Easily sending out contracts and enabling the clients to sign them electronically

Cons

The cost of transitions when collecting online payments from clients

Alternatives Considered

DocuSign

Reasons for Choosing HoneyBook

We stopped using QuickBooks Online to send out invoices as we couldn't use it to sign documents electronically

Switched From

Quickbooks Online

Reasons for Switching to HoneyBook

We used DocuSign for some time and stopped because HoneyBook provides significantly more value
Charlie P.
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
  • Likelihood to recommend 8.0 /10

Solid Payment Invoicing & Proposal Tool

Reviewed on 9/6/2022

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.
Verified Reviewer
Overall rating
  • Industry: Entertainment
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Worst Customer Service of ALL the platforms we've tried

Reviewed on 3/5/2022

My interactions with the team always left me frustrated, angry, and in a foul mood that only they...

My interactions with the team always left me frustrated, angry, and in a foul mood that only they could seem to get me into. Even my wife trying to get me mad could not boil my blood as quickly and completely as the interactions with this team.

Pros

It looked like it might have been perfect for us, but the horrible experiences with the Honeybook team pushed us away from ever considering it at scale for our business.

Cons

The fact that there was ZERO support whatsoever may it an easy choice to stay away from this as a viable solution for our business long term.

Steve S.
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
  • Likelihood to recommend 10.0 /10

The sweetest solution for photographers

Reviewed on 3/4/2022

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.

Ariel S.
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
  • Likelihood to recommend 10.0 /10

Honeybook is AMAZING!!!

Reviewed on 25/5/2022

My overall experience with Honeybook has been incredible. I use the program for contract, invoices,...

My overall experience with Honeybook has been incredible. I use the program for contract, invoices, payment processing, reports, automations, client contact, calendars, questionnaires, and so much more!

Pros

What I love most about Honeybook is that most of my business needs can be handled through them! Aside from client galleries- it’s all done here on Honeybook. The program is organized, intuitive, and includes so many features! It’s easy to learn and use. I can’t imagine running my business without it!

Cons

I have no cons. This meets and exceeds all expectations that I would have for a CRM.

Showing 5 reviews of 493 Read all reviews

HoneyBook FAQs

Below are some frequently asked questions for HoneyBook.

HoneyBook offers the following pricing plans:

  • Starting from: US$39.00/month
  • Pricing model: Subscription
  • Free Trial: Available

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, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Emma, Evernote Teams, FreshBooks, Gmail, Google Analytics 360, 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, 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, Phone Support, Chat

Related categories

See all software categories found for HoneyBook.