HoneyBook
HoneyBook
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
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
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)
