HoneyBook

RATING:

4.81

(561)

About HoneyBook

HoneyBook is a cloud-based customer relationship management (CRM) solution designed for small businesses. The solution helps users manage business processes from inquiry through to invoicing. HoneyBook lets users manage projects, book clients, sign contracts online, send invoices and handle payments. HoneyBook features task management that lets users view and track various stages of a project. Users can keep invoices, contracts and other documents in one place. Also, users can respond to clients with automated appointment requests and follow-ups using personalized templates and notifications. In addition, automated payment reminders can be sent and task reminders can be created based on the projects. HoneyBook integrates with tools such as QuickBooks, Calendly, Zapier...

HoneyBook Pricing

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.

Starting price: 

$39.00 per month

Free trial: 

Available

Free version: 

Not Available

HoneyBook homepage
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HoneyBook Reviews

Overall Rating

4.81

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 561 reviews

Tiffany

Company size: 2 - 10 employees

Time used: Unspecified

Review Source: Capterra 

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

February 2021

HoneyBook User Review

User Profile

Christina

Verified reviewer

Company size: 2-10 employees

Industry: Legal Services

Time used: More than 2 years

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

September 2019

The Best Client Management Resource-- goes beyond normal software

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.

Reasons for switching to HoneyBook

17hats was too hard to use and things were getting lost in their many nooks and crannies.

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.

Replied September 2019

Matthew

Verified reviewer

Company size: 1 employee

Industry: Photography

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

August 2022

Best I've Used So Far

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.

Reasons for switching to 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.

Austen

Company size: 2-10 employees

Industry: Computer Networking

Time used: Less than 12 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

December 2022

One Stop Software for Command and Control

Two thumbs up is my overall experience. My suggestions for improvement are minor, and the value added to my business by HoneyBook is well worth the fees.

Pros

The more time I spend with HoneyBook, the more useful features I discover. The invoicing is super simple and straight forward. I like the data organizing for the invoices, which provides and easy platform for invoice management. Project organization with this software is very intuitive and user friendly. I really like how I can upload misc documents, training modules, and even correspondence with vendors/customers.

Cons

Would like to see an upgrade for sorting and filing, such as the option for "tags" on files. The invoicing system is very professional, but a little pricey. I would like to see the "cost" restructured.

Anonymous

Company size: 1 employee

Time used: Less than 12 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

January 2023

HoneyBook customer review

Pros

it is easy to manage/schedule appointments with the help of HoneyBook without it being too hard to do

Cons

It may be difficult to manage multiple appointments at once so i would recommend using HoneyBook for small businesses (about 10 - 50 employees max)

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