The UI was great and integrations were nice. Overall, everything was really simple to use and set up.

I hate when I print proposals the page breaks horribly in the middle of sentences and photos.

I haven't been in business super long yet, but I knew I wanted to be organized from the getgo. HoneyBook has been AMAZING for that.

Honeybook is very easy to use and the UI is beautiful. They provide a lot of great built in resources, like example contract templates.

Software is very easy to use. Customer service is great and it's a great way to stay organized.

I love everything about HB and I love that they are always trying to improve and help in any way they can.

It's just been wonderful. Once I sat down and spent the time to set everything up the way it suited my business, I couldn't be more happy.

Honeybook is a great price, easy to use, has great customer service, and has lots of great ad one. The set up process is so easy for anyone.

The ONLY things I dislike about the software are very minor.

I have loved Honeybook since I first downloaded it...Customizing everything was easy and FUN. Any time i had questions customer service was super fast and nice...which makes everything easier.

Buggy, intermittent problems coupled with poor tech suport.

Definitely worth the investment in hours it’s saved me from hunting down emails and drafting contracts.

The interface is perfect, too. Friendly, but not too 'bubbly', so you still feel like a professional.

Tasks which are now automated I no longer have to keep worrying about completing, my business now is quite streamline.

I LOVE the referral program as well, the commission is beautiful. It's not only user friendly but the customer service has always been top notch as well.

So easy, helpful and affordable and I love that all my business management is in one place.

Luckily I had bookmarked HoneyBook and was able to get setup super quickly and start sending out professional looking proposals and contracts in only a few hours.

But my clients love it to, and I’m able to make every client, regardless of their billable worth, feel as important as they are.

We have been impressed with their constant improvement and development and their customer service team is A.

The delightful user interface for myself and clients, the organization for projects, the seamless integration of Honeybook into your life, helpful and friendly customer service.

When I was using it, I had a bit of trouble opening of attachments such as pdfs.

Ease of use, basic setup and easy to navigate with robust options for integrations and connecting all of my online tools.

I offer luxury services to high end clients and now I feel confident that every interaction supports and compliments my luxury brand.

No way to take notes on questionnaires. No way to add multiple templates to 1 email.

Ease of use, functionality is amazing, it’s intuitive, has awesome integrations.

Every piece of Honeybook helps me interact effectively with my clients, stay organized, and create a seamless, quality experience for each client.

Great tutorials available to help get set up. If you are considering it, by all means take the chance  you will absolutely LOVE IT.

I like that I can have all of my invoices in one place, it helps me take care of my taxes and allows me to track my income. My favorite thing is the brochure I've created.

I like the ease of seeing the pipeline and where I'm at with my bookings. I like the daily reminders to follow up on my clients.

Over great experience with great costumer service. It really make booking, invoicing and sending contracts to clients much simpler.

I love how user friendly it is. You have all of these amazing features to better yourself and your business.

Support team, in particular, stand out as a team that provides star service whenever we need help, and I cannot praise them enough.

We have used that feature a lot to make the program our own. I also love the automated reporting so that I can send my reports to my superior by simply scheduling the action once.

Some times we have difficulties with the reports function. We found some troubles with planning tools and the synchronization with the software.

I really like the fact I can quickly filter data, so if I want to list all members and what activities they are interested in,  it's just a couple of clicks and I have what I need.

We increased our sales with the help of this software by tracking all the customer queries and filling them in a timely manner, so the software worth the investment.

Flexible, easy to track projects, intuitive. Excellent for exporters as can be used in multicurrency format.

Generally, as a business we are happy with the platform. The team at Workbooks are friendly and go the extra mile.

Runs very slowly at times, this makes for frustration on a busy support desk.

It is fully featured and has been a godsend for both GDPR compliance and integration and for developing marketing strategies.

Strong CRM platform with amazing support team.

There is very little that i dis-like about this software as any issues can be raised and put into development.

Overall it's very good, support is excellent and the team are very helpful.

The presales support was excellent, the vendor showing a real understanding of the client's needs and desire to get to the optimum solution.

Great CRM software at a good price point. It has all the functionality you would expect.

Cumbersome API, few integrations, especially in the US, poor response times for US support, since they're in the UK.

The reporting side is always very helpful, and the support team always do there best to assist and help. I would recommend workbooks to anyone wanting a simple, yet effective CRM system.

Relative to the completion, it provides a lot of functionality at a very reasonable cost. The support is responsive and good too.

There are too many tabs and it's confusing. If I put in a part number, only a portion shows in the tab.

It has taken awhile for the installation and setup - meaning that we are unable to use workbooks yet, because of problems with the initial setup with workbooks.

Customer support has improved since we started to use workbooks as we can easily track previous calls. Also the ease of creating and scheduling emailed reports helps greatly.

Good customisation; easy to use; automatic email reports. Highly adaptable and benefit for continuous development.

A great time saver, particularly when it comes down to GDPR compliance and integration. Also, it has been useful in developing marketing strategies.

This software is very easy to use that is why I would definitely recommend it to  other companies to use it to.

I like the reporting module, it is quite user-friendly.

I really like the ability to collaborate with my peers.

Excellent experience had by all. Team were responsive and felt like we had support from all areas.

The flexibility is key for us and the ease of use. If something is quite the way you like you can easily configure it and change it on the fly which is great.

The best thing about Workbooks is how flexible the reporting is and having access to API data for any report you create is an added bonus.

US Dollar

HoneyBook is the centralized clientflow management platform that empowers independent businesses to deliver remarkable client experiences and operate with confidence. 

Use one platform to see what’s happening with all projects. Manage each stage, from inquiry to payment—and everything in between.Keep invoices, contracts and all other important files organized in one space. HoneyBook's clientflow management software is easily accessible to you and your clients, from anywhere.


HoneyBook integrates with tools such as QuickBooks, Calendly, Zapier, Gmail and Google Calendar.

Get started with a 7 day free trial today.

LongDescription

Deadline Management

Signature Management

Document Templates

Customer Surveys

Electronic Payments

Invoice History

Status Tracking

Meeting Management

Payment Processing

Recurring/Subscription Billing

Time Tracking

Lead Capture

Document Storage

Proposal Generation

Access Controls/Permissions

Debit/Credit Card Processing

Templates

Customer Service Analytics

Mobile Payments

Referral Tracking

Workflow Configuration

Contract/License Management

Task Scheduling

Pre-built Templates

Electronic Signature

Project Billing

Group Scheduling

Credit Card Processing

Calendar/Reminder System

Invoice Management

Project Planning/Scheduling

Project Management

Task Planning

Customizable Invoices

Rules-Based Workflow

Knowledge Management

Pipeline Management

Customer Accounts

Customer Database

In-Person Payments

No-Code

Calendar Management

Collaboration Tools

Room Booking

Content Library

Scheduling

Data Import/Export

Process Modeling & Designing

Customer Support

Lead Generation

Contact Management

Version Control

Hourly Billing

Lead Management

Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Payment Processing Services Integration

Data Security

Billing Portal

Tax Calculation

Whitelisting/Blacklisting

Credit Card Management

Proposal Management

Client Portal

Request Escalation

Social Media Integration

Real-Time Notifications

Forms Management

ACH Payment Processing

Workflow Management

Email Management

Source Tracking

File Sharing

Activity Dashboard

Invoice Processing

Alerts/Notifications

Online Booking

Reporting & Statistics

Reminders

Invoice Creation

Authentication

Reporting/Project Tracking

Availability Management

Customizable Templates

Calendar Sync

Business Process Automation

Mobile App

Billing & Invoicing

Response Management

Accounting Integration

Interaction Tracking

Dashboard

Expense Tracking

To-Do List

Facility Scheduling

Mac OS

Web browser (OS agnostic)

Windows 8

Windows 10

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.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

HoneyBook

Live Online

Webinars

Documentation

Videos

Workbooks offers growing companies a SaaS platform to run their business and engage with their customers – at an affordable price. Workbooks designs, develops and implements its own software, which is targeted specifically at mid-market organizations.


The platform helps manage the sales team with real-time reporting and activity tracking, increase sales productivity with automated workflows and mobile apps, improve forecasting and make insightful decisions. It also allows companies to efficiently run marketing campaigns, manage data, segment and target accurately, measure ROI and drive alignment – maximizing the demand funnel.


 Businesses are able to easily create and deliver accurate sales quotes, generate contracts and orders, and sync the information with their financial system for maximum visibility and efficiency.


Finally Workbooks provides customer service functionality that includes multi-channel case management, activity history tracking, Service Level Agreements (SLAs) measurements etc. to help increase agent productivity and deliver an exceptional customer experience.



Commenting/Notes

Cataloging/Categorization

Forecasting

User Management

Internal Chat Integration

Data Enrichment

Product Catalog

Performance Management

Customizable Reports

Activity Tracking

Leaderboards

Data Synchronization

Customer Segmentation

Rich Text Editor

Sales Pipeline Management

Communication Management

Call Logging

Call Management

Customizable Fields

Activity Management

Sales Trend Analysis

Email Tracking

Process/Workflow Automation

Email Templates

Self Service Portal

30-day free trial, no credit card required.

Free Edition - FREE
CRM: $39 per user, per month
CRM Pro: $54 per user, per month
Business: $78 per user, per month
Business Pro: $95 per user, per month

HoneyBook vs Workbooks

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