HoneyBook

Category CRM
Reviewed by Rashi
Updated Apr 21st, ’22

Tekpon Score

9.4

Users Score

7.5

HoneyBook Review

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We understand that finding tools for your business can be exhausting. So many of us get caught up in the same research process and never end up making decisions that move our business forward. It is a never-ending loop. With so many creative business owners trying to reclaim time in their businesses, you may have heard of the customer management tool called HoneyBook. But how do you know if HoneyBook is the right choice for your business solution? HoneyBook promises everything your business needs to get things done. And the truth is, HoneyBook has everything your business needs to get things done.

But is this the all-in-one solution your business needs?

UI/UX

9.5

Ease of use

9.5

Value for Money

9.3

Features

9.5

Customer Support

9.4
Pricing Details

Starting from: $9/month

Pricing Model: Subscription

Yes, has free trial

No free version

PROs
  • Easy to Understand
  • Business Management Tool
  • Account Customization
  • Multi-brand Management
  • Mobile Application
CONs
  • Finding documents is difficult
  • Limited Integrations
Best for
  • StartUps
  • Personal
  • Freelancers
  • Small business
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Linux

HoneyBook: An all-in-one CRM Solution

HoneyBook is an end-to-end appointment scheduling answer that makes it simpler to book appointments, share invoices and contracts, and online process bills. The system was first launched in 2013 and served small corporations in appointment-based industries that encompass gyms, spas, salons, and freelance service vendors of all types. HoneyBook is available for use withinside the US and Canada. HoneyBook Inc. is based in San Francisco, California.

Thus, HoneyBook presents small corporations with an appointment-scheduling answer which can assist customers in better managing their projects and clients. It comes with completely incorporated invoicing, agreement management, and price processing capabilities. Users can create a custom-branded booking web page that lets clients order timeslots in a realistic self-service booking portal that saves administrative time. HoneyBooks’s pricing plans accommodate loads of enterprise desires and sizes, which, combined with outside integrations, allows customers to personalize the system to maximize performance and potentially meet their short and long-term enterprise goals.

HoneyBook appointment scheduling software program lets small enterprise proprietors coordinate and timetable conferences with their clients, enabling customers to share invoices and accumulate bills online. In addition, HoneyBook allows small corporations to improve performance and keep time by permitting them to propose all available meeting instances and letting the customer book the one they wish, removing useless back-and-forth messaging.

Is HoneyBook beneficial for your business?

HoneyBook has various key benefits for the businesses and can help in numerous ways:

  • HoneyBook’s secure online payment feature saves the time, effort, and money required to go to the bank multiple times each week to deposit incoming checks.
  • HoneyBook provides users with powerful tools to automatically track payment plans, reservations, and leads.
  • The reporting feature allows users to analyze key metrics, including the combined value of all events, success rates, publication percentage, and more.
  • HoneyBook allows users to set up email reminders automatically sent to customers when payments are due.
  • The platform allows all parties to view and share schedules, view event details such as dates, times, addresses, and communicate via email.

What is HoneyBook?

HoneyBook is a cloud-based CRM solution designed for small businesses and freelancers, helping users manage business processes from inquiry to invoice. The platform allows users to manage projects, book clients, send invoices, sign contracts online and manage payments. Moreover, HoneyBook provides task management features that allow users to view and track the different phases. Users can store their invoices, contracts, and other documents in one place.

You can also respond to clients with automated appointment requests and follow-ups using custom templates and notifications. In addition, HoneyBook enables secure online payments within the system and digitally signed contracts. The solution also allows users to track reservations, payment plans and leads automatically. HoneyBook integrates with 3rd party tools like Calendly, QuickBooks, Zapier, Google Calendar, Gmail, and more to create seamless data synchronization and workflows.

Who can use HoneyBook?

 Small to mid-sized enterprises typically can’t afford massive consumer management platforms. Therefore, HoneyBook was designed particularly for them. From individual artistic entrepreneurs to groups with up to 50 individuals can benefit from this option. With machine-controlled workflows and shortcuts, you’ll save time and improve your business performance. It runs on software apps designed for android and iOS. This solution has shown glorious results for graphic designers, internet designers, business coaches, florists, consultants, caterers, photographers, videographers, and DJs.

HoneyBook Features

HoneyBook has the following list of features available that makes it stand out among its competitors in the market:

  • Purchasing
  • Project Management
  • Time & Expense Tracking
  • CRM
  • Financial Management
  • Billing and Invoicing
  • Marketing Management
  • Employee Management
  • Scheduling

Now let us have a detailed look into some of the above-mentioned features.

  • User Interface and Design

HoneyBook presents an awfully clean and minimalist design. However, it also incorporates some friendly tips and private touches across the interface. For example, the home page greets you with a message, “Good Afternoon, a fast lunch break to recharge, then back to the directory to require charge!” the top navigation has quick text links to Home, Projects, Contacts, and Tools.

HoneyBook’s approach to its computer program is informal, making it a friendly and intimate service to use. For example, AN introductory paragraph states, “Did we tend to mention you’re doing great? Basic Setup complete. now prepare to book clients and get paid,” the intro reads. Next is a list of things to try and do to complete subsequent steps in setting up the account. The friendly tone and the thoughtful notes set HoneyBook except for most of the services we’ve tested. However, it remains to be seen if, once you’re accustomed to the system, this personal touch continues to feel friendly or starts becoming annoying.

  • Workflow Automation

 Administrative tasks are tiresome. Period. I’m pretty sure that when you started a business, you didn’t expect to spend Monday nights sending repetitive emails and reminders to your customers. HoneyBook’s customer management tool helps you regain time in your company by automating certain workflows. With the software, you can automate things like:

  •  Invoices and Payments
  •  Date-Based Emails
  •  Templates for Emails, Brochures, Quotes, Payment Plans, Contracts, and Questionnaires
  •  Lead Capture

So, if you’re spending Monday nights sending out payment reminders or renewing your PDF brochure (for the 100th time) instead of watching grown women fight over an unworthy guy, you need HoneyBook.

  • Task management

With HoneyBook, you keep track of all your projects. You can have multiple tasks in progress, which you can view from one dashboard. Also, you can see notifications of new messages. Moreover, users can review their scheduled meetings and completed work. With HoneyBook, you can get the most out of your business. Time optimization is crucial for a small business. In addition, you can automate processes to keep your workflow smooth. These processes include e-mails, invoices, and automated payment memories.

  • Solid Mobile Application

HoneyBook focus on entrepreneurs and freelancers translates into the availability of their mobile Android or iOS mobile applications. You can respond to new requests, create projects, communicate with clients, and even monitor and receive payment notifications from a tablet or smartphone.

The iOS and Android versions of the HoneyBook app provide instant access to the project pipeline and add and remove participants from a project. You can email clients, create, and send invoices, create and send contracts, quotes, and even questionnaires. It is also possible to send existing and saved brochure templates. The mobile application also provides access to the calendar to-do list and allows you to respond to new requests. However, there are limitations for mobile apps. People cannot use them to create new schedules, edit brochure templates, create new templates, or advance access areas of the Service, including accounting, reports, contact forms, and workflows.

Having this quick-pull CRM and business management capability on a mobile device is huge for entrepreneurs and smaller businesses. It allows for quick response and continuity, allowing small businesses to appear more responsive and professional.

HoneyBook Pricing Plans

As mentioned earlier, HoneyBook is expensive, costing $40 per month. However, you can also get it for $34 per month if you opt for annual billing. This equates to $400, a savings of $80 per year. It’s pricey compared to the other CRMs in this roundup, but remember that HoneyBook is more than just a CRM. This tool is designed to handle most of the business functions of solo information workers, including many that other companies use separate (and separately priced) applications for, particularly project management or billing.

Additionally, HoneyBook works hard to take care of its subscribers. Each subscription includes a White glove account setup service, access to weekly product webinars, and a help center. HoneyBook also has an integrated payment processor with competitive processing fees (3 percent for credit card transactions or 1.5 percent for ACH transfers). Also included is access to various templates used for brochures, invoices, contracts, and quotes. In addition, HoneyBook subscribers get unlimited projects in their pipeline, unlimited contacts, unlimited team members, and unlimited template creation opportunities.

Website users can create custom contact forms inserted into their website’s HTML code and direct leads to HoneyBook. We’ve found that getting started with HoneyBook is quick and easy. During your trial period, you have direct access to a product specialist who can help you understand its features and set it up quickly. If you have your invoice or contract templates, this specialist can help you import them into the system, and HoneyBook’s back-end team will create them for you.

A selection of pre-configured workflow automation is also available that can help maintain a 24/7 customer contact and response solution. Once configured, these automatons can automatically send emails at specific times or respond to specific customer triggers. You can keep accounts, generate reports, create to-do lists, and manage calendars, and you quickly have a handy multi-tool for sole proprietors.

 HoneyBook Integrations

HoneyBook integrates with very few third-party applications. Here’s software that HoneyBook integrates with seamlessly:

Apart from the cell apps, that strengthens HoneyBook’s image as a closed, all-in-one solution. While this can, in all likelihood is super for a solo operator, it might not work for long once the commercial enterprise starts to develop its ranks, so plan cautiously before purchasing.

 HoneyBook Alternatives

HoneyBook’s alternatives that are available in the market are listed down below:

Which one is better, Calendly or HoneyBook?

 Calendly is simple, easy-budget, powerful programming software that saves time, speeds up sales, and improves service quality. Premium scheduling software subscribers also get instant email support during business hours. The scheduling software allows you to integrate calendars with Google, Office 365, and Outlook and view all calendars to avoid double conflicts when booking. New calendars are added automatically.

A simple, easy-to-use, and modern user interface ensures smooth operation and makes the app enjoyable. With Calendly, you can automatically send personalized reminders and confirmations to guests for maximum customer retention. Also, it is fully optimized for desktops, phones, and tablets. This ensures guests don’t face any compatibility issues when running the software on their devices. In addition, the software helps avoid late-night meetings, set intervals between meetings, and set the type of secrecy—event for more privacy and control.

It has the following list of features:

  • APIs and Webhooks
  • Group Events
  • Team Scheduling
  • Automatic Notifications
  • Calendar Integration
  • Enhanced Privacy Controls

All in all, HoneyBook is an all-in-one software solution that includes a wide range of features that allow users to streamline operations and potentially grow their business. It includes solutions for the entire project management lifecycle, from appointment booking and invoicing to online payment processing, so users get paid quickly. The tool also automates many commonly required tasks, including email follow-ups and behavior-driven actions, saving time spent on such administrative tasks.

HoneyBook Review Conclusions

HoneyBook is a wonderful CRM possibility specially designed for tiny businesses. It offers a reliable platform and a spread of tools. Due to its machine-driven processes, users will optimize time and improve performance. Though it’s not the most affordable option, it offers a starter setup for less than $9/month. Regular plans embrace all options and don’t limit the number of clients, projects, or team members. The system could be a bit glitchy and exhausting to learn. Yet, it is a good resolution to prepare your workflow. These HoneyBook reviews indicate solid software with in-depth support. Try it out with its 7-day free trial and decide whether it’s the proper fit for you.

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