HoneyBook Software

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FrontRunners 2020

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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...

HoneyBook Pricing

Starter Plan: $9 per month, no annual billing option. Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!)

Starting price: 

$9.00 per month

Free trial: 

Available

Free version: 

Not Available

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HoneyBook User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 405 reviews

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
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 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

Stephanie

Company size: 1 employee

Industry: Photography

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

My favorite CRM ever

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.

Reasons for choosing HoneyBook

The community and support team.

Reasons for switching to HoneyBook

HoneyBook was offering a lifetime membership at the time and I loved their user interface!

Kathryn

Company size: 2-10 employees

Industry: Events Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
2

Value for money

out of 5
3

Customer support

out of 5
2

Functionality

out of 5

September 2021

Tries to do a lot of things, but none of them are done very well

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!

Reasons for switching to HoneyBook

Wanted a program that had a more branded look & feel.

Duane

Company size: 1 employee

Industry: Entertainment

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

July 2021

Honeybook just works!

I am very happy with the software.

Pros

I really like how seamless, intuitive, and robust honeybook is. I like how it keeps me on track and integrates with calendars, emails, and helps my clients stay organized.

Cons

Some of the features I would like to see in the future would be the ability to integrate a "store"-like function directly into the crm. I would like my clients to be able to choose from options that I offer and those choices to become a proposal or invoice.

Reasons for choosing HoneyBook

I liked Honeybook's interface more.

Reasons for switching to HoneyBook

Dj Event Planner was clunky and bloated with features that I never used.

Rita

Company size: 1 employee

Industry: Marketing and Advertising

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

The learning curve is flat

Honeybook is responsible for the success of my business. Before Honeybook I had to follow up and demand to get paid and often get my payments postponed. Now it is all automated, clients even put their invoices in auto-pay.

Pros

I get paid without hassle. Everything is automated. The proposal is so amazing, you send the invoice and contract together, and it goes with a pay button where the customer has no choice besides to sign the contract and paying.

Cons

The app. The time tracking - the fact you have to calculate the time in fractions, what should have been an easy task becomes a "let me google what 1h35min is in time fractions". You can just put the time in the app, but not on the webapp. But I can never login at the app because it doesn't accept Google SSO, but it does on the web, so I always have to change my password. The app doesn't stay connected for long. So I just don't use the app, I have it installed because maybe one day it will update and login with Google.

Reasons for switching to HoneyBook

The other one was so complicated. Honeybook has a concierge that does everything for you. And if you have a question, they answer right away. Best customer service!

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