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
Top 5 alternatives to HoneyBook
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
Canada, United States
Supported Languages
English
Pricing starting from:
US$9.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to HoneyBook
Images
Features
Total features of HoneyBook: 116
- ACH Payment Processing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Appointment Scheduling
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Canned Responses
- Client Management
- Client Portal
- Collaboration Tools
- Completion Tracking
- 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 Security
- Deadline Management
- Debit/Credit Card Processing
- Document Management
- Document Storage
- Document Templates
- Electronic Payments
- Electronic Signature
- Email Management
- Email Response Control
- Employee Scheduling
- FAQ
- Facility Scheduling
- File Sharing
- Financial Management
- For Startups
- 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
- Project Billing
- Project Management
- Project Planning
- Project Planning/Scheduling
- Proposal Generation
- Proposal Management
- 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
- Scheduling
- Search/Filter
- Signature Management
- Social Media Integration
- Source Tracking
- Status Tracking
- Summary Reports
- Task Management
- 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
Alternatives
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Reviews
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- 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.
- 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 10.0 /10
I LOVE IT
Reviewed on 3/2/2021
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
- 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
- Likelihood to recommend 10.0 /10
This Product is a Must.
Reviewed on 4/11/2021
This software organizes our contracts, our proposals, our payments and essentially preps all our...
This software organizes our contracts, our proposals, our payments and essentially preps all our accounting in such a quick easy way. Our business became so much easier. We don't have to sit over paperwork for hours and that gives us time to give it our clients...which in turn gives us more clients. Our clients have never had to ask how to pay through the software because it is easy. The system even sends out payment reminders to our clients so we don't have to...which is definitely a major plus. I have already recommended HoneyBook to several other businesses who were struggling with all the paperwork and payments for their companies. This software makes that much of a difference.
Pros
The complete set up of contracts, invoices and legal portions was so quick and easy. Now we don't have to struggle with creating new proposals with each client. The auto population of products previously used is a huge time saver and makes it really easy for new employees to get the right price with the right product.
Cons
The only thing I would like to see, and truly, I haven't asked, so it may even be there already; the monthly report of income shows the total of all contracts that came in during the month. We only collect a deposit from each. We would like to see the income report reflect just the deposit total of the month for our accounting purposes.
- 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
- Likelihood to recommend 6.0 /10
Tries to do a lot of things, but none of them are done very well
Reviewed on 17/9/2021
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!
- 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
My favorite CRM ever
Reviewed on 11/8/2021
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.
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
Starter Plan: $9 per month, no annual billing option. Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!)
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 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
Q. What level of support does HoneyBook offer?
HoneyBook offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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