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 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: 132

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • 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 Small Businesses
  • For Startups
  • Forms Automation
  • Forms Management
  • General Ledger
  • 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
  • Multi-Channel Communication
  • 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

Alternatives

Dubsado

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17hats

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HubSpot CRM

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QuickBooks Online Advanced

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Reviews

Overall rating

4.8 /5
(522)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support
4.8/5

Already have HoneyBook?

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

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Showing 5 reviews of 522
Christina
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
  • Likelihood to recommend 10.0 /10

The Best Client Management Resource-- goes beyond normal software

Reviewed on 20/9/2019

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.

Matthew
Overall rating
  • Industry: Photography
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Best I've Used So Far

Reviewed on 22/8/2022

Overall it has been a Godsend. I am feeling much better about how I manage my business with...

Overall it has been a Godsend. I am feeling much better about how I manage my business with Honeybook.

Pros

I love using Honeybook! I've tried a couple other CRM softwares, and this one is by far the easiest to deploy and keep me on track. It is logical and feels easy to use, which has kept me using it rather than reverting to inefficient paper tracking. The customer service has been great: always quick and friendly to answer questions and help me through something I didn't understand. I would highly recommend Honeybook to anyone.

Cons

The calendar sync is sometimes glitchy, but that could also be user error. One thing that would make it better would be an easy way to override when I am considered "busy" on my Google Calendar that syncs in. I'd also love to have SMS communication with my clients, but rumor has it they are working on this.

Alternatives Considered

17hats

Reasons for Choosing HoneyBook

Zoho was just too confusing - I love that it's one big suite to manage Social, and Website, and Accounting, and CRM, and washes my windows...but it was overwhelming, and to have someone help me set it up would require an additional subscription. Studio Cloud was just clunky. I may not have given it enough effort, but it just wasn't quite there for me.

Switched From

Zoho CRM
Karlita
Overall rating
  • Industry: Human Resources
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 2.0 /10

HoneyBook Administration

Reviewed on 22/8/2022

HoneyBook didn't work for what I needed

HoneyBook didn't work for what I needed

Pros

It was supposed to be tailored for coaching / consulting services.

Cons

The functionality was difficult to utilize.

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
  • 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.
Kaycee
Overall rating
  • Industry: Graphic Design
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

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

Reviewed on 3/8/2022

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 522 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 Marketing Suite, 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

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