HoneyBook
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.
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.
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Reviews
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- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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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 19/05/2022
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
DocusignReasons for Choosing HoneyBook
We stopped using QuickBooks Online to send out invoices as we couldn't use it to sign documents electronicallySwitched From
QuickBooks OnlineReasons for Switching to HoneyBook
We used DocuSign for some time and stopped because HoneyBook provides significantly more value
- Industry: Arts & Crafts
- Company size: Self Employed
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best choice I made for my business yet
Reviewed on 06/02/2020
Payment processing was always a challenge until I found Honeybook. I love that the automated...
Payment processing was always a challenge until I found Honeybook. I love that the automated convenience of honey book. I set my templates, it does the rest. I send an invoice, it bills, reminds and keeps everything squared away. Not to mention it auto-deposits funds into my account. IT keeps me in business!
Pros
Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful.
Cons
I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience.
Alternatives Considered
17hatsReasons for Switching to HoneyBook
The pricing at the time was really affordable to get into. I did the one time purchase instead of a monthly fee. They were super helpful and explained they would put all my company details in for me as well as add my email templates and my collection pricing for invoicing. They did this and it was a breeze to answer right into. Also, they have their mobile app so I can reply, invoice and book clients on the go from the convenience of my phone.- Industry: Hospital & Health Care
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Traumatized: 2 Years of Headaches then back Square 1
Reviewed on 23/01/2023
Traumatizing. They’ve got the right idea but not a single clue about operating a business. In the...
Traumatizing. They’ve got the right idea but not a single clue about operating a business. In the end, the lesson learned in my own business is to stop paying for headaches sooner rather than later.
Pros
Customizing the aesthetics of Client facing files was the reason we used it and the time invested in getting those things created, was why we stuck with it far longer than we should have. Regret every penny and every hour spent on this software, ultimately they “updated” their format (again) and we had to start all over - at our expense and time investment. They lost every payment dispute, dispute our never having lost one when we could handle them: our contracts are iron clad. You’re not given the choice to handle dispute: they must do it - they charge you for it too!
Cons
Customer service is pass-the-buck and no phone number and call backs hours to days later…don’t bother calling on a Friday afternoon, and if u do biz on weekends - too bad for you. Extremely slow to create something, it freezes, slow to upload assets, not intuitive to use whatsoever, help docs are vague. I once begged them to add non-gmail email and they told me their software was “not sophisticated” enough for me.
Reasons for Switching to HoneyBook
Already using Notion for biz operations, added the functionality of Honeybook to Notion myself using Typeform integrations. I wouldn’t have had the knowledge to do this 3 yrs ago when I started w Honeybook, learning Notion has been a fantastic investment of time and very inexpensive.- Industry: Legal Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
My Experience Using HoneyBook
Reviewed on 06/06/2024
Pros
I like that HoneyBook offers project and contract management features
It is capable as a CRM software
It comes with amazing digital signature capabilities.
Cons
Considering how helpful HoneyBook has been, no complaints.
- Industry: Professional Training & Coaching
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A Great Resource For Small Businesses
Reviewed on 13/09/2022
Pros
One, they created flexibility with pricing; for someone who wants to use the platform but uses a different checkout option, there is a very affordable tier. That tier is also fantastic for those just getting started. I've always found it crazy that more platforms don't carry an option like this for beginners.
Since I've been with Honeybook, they have been improving the software; they recently just came out with a fantastic feature to take your lead or on a streamlined journey.
Cons
I hope they allow us to ACTUALLY customize our project pipeline at some point.
Not everyone has the same process, and there is stuff I can't take off because it's default.
I also wish there was an easier way to just send someone to the item to be sold page rather than taking them to a pipeline, we all get leads differently, and I'd like to skip a step for some people.
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: USD 19.00/month
- Pricing model: Subscription
- Free Trial: Available
Starter Plan: $19 per month, or billed annually at $16 per month. Essentials Plan: $39 per month, or billed annually at $32 per month. Premium Plan: $79 per month, or billed annually at $66 per month.
Q. Who are the typical users of HoneyBook?
HoneyBook has the following typical customers:
Self Employed, 2–10
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:
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 by Marigold, 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, Sign In Scheduling, Slack, Square for Retail, Squarespace, Streak, Stripe, Teachable, Teamwork.com, Textmagic, Thryv, Todoist, Toggl Track, Trello, Twilio, Typeform, Wave, 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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