HoneyBook

HoneyBook

Client management for freelancers & SMBs

4.8/5 (232 reviews)

HoneyBook Overview

What is 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.

HoneyBook Overview

Pricing

Starting from
US$40.00/month

Pricing options

Free Trial
Subscription
Value for money

$40/month when paid monthly, or $34/month or $400/year when billed annually.


HoneyBook Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English

Screenshots

HoneyBook screenshot:
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HoneyBook Reviews

HoneyBook Reviews

Overall rating
4.8
/
5
Excellent
204

Very good
20

Average
5

Poor
0

Terrible
3

Value for Money
4.7
Features
4.6
Ease of Use
4.7
Customer Support
4.8
97% recommended this app
Christina S.

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.


Penny L.

Best choice I made for my business yet

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!


Cori S.

The Best CRM Software EVER!!!

I am keeping my workflow seamless. I am not falling behind with not knowing what i have and havent done. I get notifications in my app on my phone to keep me up to date when i am not at a desk. Saving templates keeps me from having to re-do contracts and brochures to send to clients. And honestly the BIGGEST thing is it keeps me on top of clients and either closing things out if they arent interested, booking them if they just forgot to get back to me, or making sure they are seeing things.


Paige E.

Not User Friendly - Difficult Learning Curve


Shelbye G.

The easiest way to get paid fast!

My overall experience has been very pleasant! The customer service is always very helpful and the little frustrations of working with a start up or nothing compared to the benefit that it’s given our business in the past two years!


Christina S.
Industry: Legal Services
Company size: 2-10 Employees

The Best Client Management Resource-- goes beyond normal software

Used Daily for 2+ years
Reviewed on 20/09/2019
Review Source: Capterra

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.

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Penny L.
Industry: Arts & Crafts
Company size: Self Employed

Best choice I made for my business yet

Used Daily for 2+ years
Reviewed on 06/02/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cori S.
Industry: Photography
Company size: Self Employed

The Best CRM Software EVER!!!

Used Daily for 1+ year
Reviewed on 04/12/2019
Review Source: Capterra

I am keeping my workflow seamless. I am not falling behind with not knowing what i have and havent done. I get notifications in my app on my phone to keep me up to date when i am not at a desk. Saving templates keeps me from having to re-do contracts and brochures to send to clients. And honestly the BIGGEST thing is it keeps me on top of clients and either closing things out if they arent interested, booking them if they just forgot to get back to me, or making sure they are seeing things.

Pros

I love how seamless and easy to use it is. It may be a transition at first but once you get changed over you will NEVER go back. The workflow is so easy to use and very customizable. Other softwares i've tested are not even comparable to how simple honeybook is to use.

Cons

The only thing i wish were better is the calendar system. It would be nice to be able to block dates out on the calendar to avoid booking, like if you had planned a vacation. I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Paige E.
Industry: Photography

Not User Friendly - Difficult Learning Curve

Used Weekly for 1+ year
Reviewed on 07/06/2018
Review Source: Capterra

Pros

Keeps contracts in one place, able to accept credit cards. You can network with other vendors, and they seem to really concentrate more on this than actually developing software that works well.

Cons

I am a "founding" Honeybook user and bought the lifetime membership. At first, HB was very convenient. The learning curve was very frustrating as the online software had many MANY bugs. It still does. The entire premise behind the software was to free up your time, have all your projects in one place, sign contract, get paid, etc. Yes, great idea! However, the software has so many glitches! You're not able to even edit a person in your contacts. Their customer support team used to be great you could actually message a real person - now you have to wait a day or two to get an email answer and most of the time they just send you a link to deal with your problem. Once you email your client the contract, everything goes down the Honeybook "rabbit hole". My clients are tech savvy and they can't even figure out Honeybook - the emails that I've received from frustrated clients is numerous. Save your time and money and get another online software that will actually do the job - like Sprout Studio or Dubsado. Wish I would have done that from the beginning. Regretting my purchase since my lifetime "membership" isn't transferrable and Honeybook continues to make money off of me by accepting credit card payments. I looked at 17hats, which also didn't have great reviews before I purchased Honeybook. Moving on, however, I'm assuming that the process will not be easy transferring existing contracts and other office files.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Shelbye G.
Industry: Entertainment
Company size: 2-10 Employees

The easiest way to get paid fast!

Used Daily for 2+ years
Reviewed on 29/01/2020
Review Source: Capterra

My overall experience has been very pleasant! The customer service is always very helpful and the little frustrations of working with a start up or nothing compared to the benefit that it’s given our business in the past two years!

Pros

1.Template building for sure. Not having to hand customize every single contract has saved so much time.
2. The fact that, in the wedding industry, it is heavily female dominant.... which means a lot of us are moms.... which means that this app allowed me to take care of critical work while on my phone. THAT is a lifesaver with kiddos. If you know you know!
3. The time between sending a proposal and getting paid (depending on how ready to book a client was) was minutes at most. I’d get live feedback when they opened the file, signed the contract, and made a payment. I never had to guess.
4. Customer service was great!!! They actively ask for feedback from their customers and even go granular with their questions so they can consider the nuances of each client’s industry!

Cons

1. The email communication side of the app is very hit or miss. Where they soar with sending files and making payments a BREEZE, the ability to create a streamlined, semi-automated Follow-up process for leads that come in is sorely lacking. Even if HoneyBook never intends to be the best at that portion of sales, I feel it is a simple task to add a feature that makes it easy to add tags to leads so that you can export those contacts to a service that DOES soar in email communication and lead nurturing.
2. There is still a lot of room for more organization in the communication process from sales to project completion.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.5/10
Based on 232 user ratings
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HoneyBook Pricing

HoneyBook Pricing

Starting from
US$40.00/month
Free Trial
Subscription
Value for money

$40/month when paid monthly, or $34/month or $400/year when billed annually.

$40/month when paid monthly, or $34/month or $400/year when billed annually.

Value for Money
4.7/5
Based on 232 user ratings
Compare value for money rating with alternatives
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HoneyBook Features

HoneyBook Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.6/5
Based on 232 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for HoneyBook

Additional information for HoneyBook

Key features of HoneyBook

  • Invoicing
  • Online Payments
  • Payment Processing

Benefits

• 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.

HoneyBook FAQs

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: US$40.00/month

Pricing model: Subscription

Free Trial: Available

$40/month when paid monthly, or $34/month or $400/year when billed annually.

Q. What are the main features of HoneyBook?

HoneyBook offers the following features:

  • Invoicing
  • Online Payments
  • Payment Processing

Q. Who are the typical users of HoneyBook?

HoneyBook has the following typical customers:

Freelancers, Small Business

Q. What languages does HoneyBook support?

HoneyBook supports the following languages:

English

Q. What type of pricing plans does HoneyBook offer?

HoneyBook has the following pricing plans:

Subscription

Q. Does HoneyBook support mobile devices?

HoneyBook supports the following devices:

Android, iPhone

Q. What other apps does HoneyBook integrate with?

HoneyBook integrates with the following applications:

ActiveCampaign, Basecamp, Emma, FreshBooks, Mailchimp, Shopify, Wave, Wordpress, Wrike, Xero

Q. What level of support does HoneyBook offer?

HoneyBook offers the following support options:

Knowledge Base, Online Support, Phone Support, Video Tutorials