HoneyBook

Best I've Used So Far

Comments: 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.

The BEST investment for my business

Comments: Love love LOVE HoneyBook! I've been using it for several years now, and can't imagine using anything else instead. And their customer service is QUICK and helpful for the few times I haven't been able to figure out how to do something.

Pros:

It keeps my business organized and on track! From digital contracts and invoicing, custom brochures and questionnaires, to email tracking and a simple way to see what step I'm at with each project, HoneyBook keeps me on track.

Cons:

The worst part about it is getting started, but even THAT is pretty simple with their "concierge service" where you can send them your current forms and they'll digitize them for you!

Honeybook Solutions

Pros:

The contract features are vast and can be customized and create and save templates.

Cons:

Honeybook doesn't let you use your own email address after configuration.

Everything I need in one software

Comments: I automate workflows much more easily for my performance and my daily tasks

Pros:

I like it because I don't have to move between several applications to do my job, it has all the necessary tools to make my job more efficient, and the closing deliveries are more organized and faster. Sending invoices is much easier for me and I manage my projects much more organized

Cons:

The response time from customer service is not as effective and fast as I would like, they are good at their responses but they don't do it quickly

I'm glad I found Honeybook!

Comments: My experience has been great. It keeps my organized and I have recommended to other people for their business.

Pros:

I like that the interface is easy to use and navigate and is visually appealing. I can track my leads and communicate with them and send emails and send updates and invoices, contracts, and receive payments all in one place. It keeps my business organized. I like the mobile app for business on the go. The customer support is helpful and responsive. Love the scheduling app! It has replaced my previous scheduler.

Cons:

I want more email customization - better html features - add photo to my signature, add gifs, rename buttons and add them wherever I want in the email. I'd like it to manage my items better - have a place where I can update item pricing and descriptions and archive old items. I'd like better customization around the contact forms. Be able to match the text and font and fields closely to my website so that it integrates better onto my design. Be able to change colors of text and lines, and fonts and customize the lead contact form better.

LocallyHost.Com use of HoneyBook

Comments: It enables us to create, send and manage contracts, invoicing and billing like no platform we have ever used

Pros:

Easily sending out contracts and enabling the clients to sign them electronically

Cons:

The cost of transitions when collecting online payments from clients

A must for busy event people

Comments: Customer service is great, they get back to asap and help you with anything.

Pros:

Automating my payments and collecting for me. Using the app i don't have to be in front of a computer to check on customers contracts.

Cons:

no scheduling within the software in which I heard they were working on this. The ability to add someone that works for you and not see contract just logistics.

A tool to check off multiple boxes

Comments: Overall I love Honeybook. I signed up when there was a super good deal but when it came time to renew, it was an easy choice to keep going with it. I use it to ease my new client onboarding and that alone is well worth it. All the other features are just a bonus.

Pros:

I like that it gives me the ability to have multiple tools within one software. I don't need an extra scheduling tool, I don't need a CRM, I don't need an invoicing tool, I don't need a form builder for my website. Honeybook handles all of those things for me which makes it really simple to keep it all in one place.

Cons:

Some things aren't really intuitive so I have to use the help resources or ask customer support for help in figuring things out. The great thing is that the support team is really easy to chat with and makes things really simple.

Near Perfect Helper

Comments: Overall, I live using Honeybook. It has helped me keep my client's information and projects easily managed.

Pros:

I appreciate having all of my client's information in one place. I also like that it can be integrated with email, you can create documents and so on.

Cons:

I would like more creative ability within the documents. Also don't like how some of the documents including invoices interact. It's hard to explain. It's both easy and complicated at the same time.

Excellent Client Management Tool for Creatives

Comments: HoneyBook is a comprehensive client management platform, ideal for freelancers and small businesses, especially in creative industries like photography, event planning, and design.

Pros:

Streamlined client workflow management and customizable templates for proposals.

Cons:

limited advanced customization for workflows and only basic reporting.

From Employee to Business Owner Honeybook has been by my Side

Comments: Overall, Honeybook saves us so much time and allows my business to be operated with only 2 full time employees. If I were to try and run this business on my own, without Honeybook, I would not be able to give my clients the attention to detail and quick response time they deserve.

Pros:

There is a very small learning curve using Honeybook. When I convinced my previous employer to purchase Honeybook, I realized how very quick and easy it was to integrate into the company. Now, as a business owner, my employees can utilize Honeybook as well and our company can have full transparency on where we are at with each client.

Cons:

I really wish that Batch Emailing had more options. We often need to send specific batch emails to our clients dependednt on which stage they are at on our timeline. Only having the options to hand select each client to send the batch emails to or to send them to our entire client list is an inefficient use of our time and thus we find no use for this tool that has so much potential to be so valuable to our business.

The easiest way to get paid fast!

Comments: 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.

HoneyBook is the right CRM for you!

Comments: I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is available & how they compare, but I think my loyalty & the overall satisfaction with HoneyBook will keep me here!

Pros:

HoneyBook just overall has so many great features that will help you run & maintain your business every day. During the onset of Covid & with so many of us experiencing cancellations & such, they were the only CRM I knew of that rolled out any help with legal documents to help you convey the right words to your clients to not only help you stay level headed & in charge of your business, but also helped your clients realize that cancelling should be a last resort & that we business owners are here for them! I am also a big fan of most all of the templates that they provide for you to help set your business up for success! Aaaand in the Winter, I love the little Snowman icon that sips hot cocoa & makes the computer screen be a wintery scene. Adorable! HoneyBook is very easy to use, & their customer service & tech departments are da bomb!

Cons:

The only things I wish that HoneyBook would improve on the most would be trying different variations with the project pipeline, with adding more availability or being able to choose between pipelines for different project types, & working out some kinks with the scheduling system between what we intend for clients to see in availability & what they actually see; & for the client to be able to go in & change their selection of date & time immediately afterwards & up to half an hour later.

Organize My Squirrel Brain

Pros:

Everyone kept telling me, "Honeybook is great, but there's a learning curve." So I was a little intimidated. They were wrong, I could jump in face first and start using it exclusively immediately. Even in the middle of a terrible time for my little business, I will pull all the strings I can find to be able to afford Honeybook. It's easy for me, easy for my clients and keeps me focused. It saves me time and energy and thats the most important thing!

Cons:

The only thing I'm having issues with right now is making a brochure. It probably user error, but I wish it there more extensive editing capabilities within the brochure making operation. I will play around with it some more though.

Solid Payment Invoicing & Proposal Tool

Comments: 8/10. Once the client has paid the first time, their automated recurring payment solution is working really well for me.

Pros:

I moved away from Quickbooks online because they didn't have an easy way to send customers automatic recurring invoices. Honeybook had pre-built service agreements along with the automated recurring payments feature I needed for my business. It was appealing to work with them because set up was very easy to get what we needed up and running

Cons:

After a client pays their invoice, it usually takes 12-24 hours for Honeybook to send me a confirmation email saying they've paid. This is (I don't use this word often) absurd. With Quickbooks, I know payment confirmation comes in within 10 minutes. Especially if I am going to start work with a client right as they pay, this hurdle in their platform stops me from getting to work right away. It usually leads to me emailing my customer "Did you pay the invoice?" then them replying "I did!" then me looking into Honeybook wondering why the heck it hasn't come in and making me look foolish to my client... Then I finally get the notification the next day. It's the #1 feature request they need to get updated.

Honeybook just works!

Comments: 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.

HoneyBook Changed our Business!

Comments: HoneyBook has mastered the CRM for the event industry (and useful for many other industries)! We searched far and wide for a platform that would manage our client communication and task management and HoneyBook has that on lock down. We have been impressed with their constant improvement and development and their customer service team is A+!

Pros:

Task automation Easy to use invoice management with built in payment link Modern and easy to read brochures and proposals Contract integration with E signature capabilities Easy to use platform Manages all client communication with Gmail integration Unbeatable customer service AFFORDABLE

Cons:

Difficult for clients to find current versions of proposals when looking for it from emails Some shortcomings when working with teams (sharing proposals / contracts / invoices)

The learning curve is flat

Comments: 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.

Best CRM!

Comments: Honeybook has given me the confidence to run my business like a boss. When I send clients proposal, contacts and invoices I look and feel professional. The user interface is clean, easy to use and navigate.

Pros:

I really like how well thought out everything is. Honeybook meets my business needs on multiple levels. It's given my business the structure that it needed. My business looks good every step of the way with custom brochures, questionnaire and well drafted contracts. I started using Honeybook at the start of the pandemic and was amazed at the customer service. Honeybook stepped in to provide it's community with webinars and resources on how each business could navigate the pandemic. They went above and beyond and for that I am grateful.

Cons:

I have nothing bad to say about Honeybook

Honeybook is AMAZING!!!

Comments: My overall experience with Honeybook has been incredible. I use the program for contract, invoices, payment processing, reports, automations, client contact, calendars, questionnaires, and so much more!

Pros:

What I love most about Honeybook is that most of my business needs can be handled through them! Aside from client galleries- it’s all done here on Honeybook. The program is organized, intuitive, and includes so many features! It’s easy to learn and use. I can’t imagine running my business without it!

Cons:

I have no cons. This meets and exceeds all expectations that I would have for a CRM.

Best Business Decision we have made

Comments: Great! Fabulous! Wonderful! Customer Service is awesome and the website is NEVER Down. I have business friends that are always complaining about their systems not working. We can't say that about Honeybook. Reliability is HUGE in the profession. It's very reliable!

Pros:

We can conduct all of the business we need to within one software. We can create contracts, get them signed and get paid, all within HoneyBook. Our team can communicate with clients straight from HoneyBook. It will even allow us to communicate from emails within the website. Love it! Makes our jobs so much easier. It allows our creatives to create and not have to worry about all of the details associated with the business practice.

Cons:

We don't have any complaints. We book 40ish weddings a year and I strongly believe HoneyBook pushed us up to the next level with professionalism.

Love Honeybook!!

Comments: Customer service is prompt, attentive, and friendly. The program helps me manage all of my couples' needs efficiently and with ease from the first contact to follow up after their wedding ceremony.

Pros:

Honeybook provides many tutorials to help you get the most out of the program. Setting it up is fairly simple and worth the effort for the ease of use in managing your clients and how much time you save when using the features such as email and contract templates and task management. I love having everything about my couples in one place - the contract, tasks, payments, all messages and any notes. Plus, I can see the details at a glance and love the ability to integrate my own pictures so my clients and I can all see the beautiful eye catching graphics of my choosing.

Cons:

I honestly can't think of anything I don't like. I thought I liked my old program a few years ago, but when it went defunct and I had to change, I was so grateful I was forced into an upgrade. I did not know what I was missing. This program simplified the management of my business beyond what I thought was possible.

Honeybook Makes Running a Business Less Time Consuming

Comments: Honeybook has saved me HOURS every week - which for me means more time with my family and less time in front of a screen. It's so easy to add projects and keep all communication in one place for reference, and the option to add files to each event keeps everything in one place which is GOLDEN.
On the back end we love the reporting function for taxes, tracking how we are doing and our goals. I can't speak enough great things about Honeybook!

Pros:

Honeybook does a great job about giving you the ability to customize your proposals, brochures, invoices and more. The calendar being linked to google is AWESOME and not having to track down late payments is great so I can focus on my client's and their goals. They're constantly updating, adding and expanding the services which is nice as our business grows too.

Cons:

There are some kinks, especially if trying to work it with a team of employees that are not the best and if you aren't careful can result in double coverage or gaps. The timeline feature is helpful when it's not constantly freezing or crashing and is basic but when workings awesome! Quickbook link - doesn't completely speak with Quickbooks so if you also link a bank account it will result in double entries and occasional mis-logs. For us it was easier to disconnect, fix the past and just compare moving forward.

One of the best customer service relationship managers around!

Comments: We've been using them for a couple of years now and just recently moved our second business into the HB system. We're happy with the way things are and don't plan on changing anytime soon!

Pros:

Honeybook has everything we need to run our two companies (and we use it for both). Support has been absolutely excellent, and we love how they're constantly adding new features and templates. HoneyBook is easy to use and they take security seriously, which we value.

Cons:

They're stuck in the Stripe system for payments with zero other options. We run our businesses using PayPal and the lack of paymention options pales in comparison to a couple of the CRM competitors out there. The app could use with a UX/UI redesign for the new decade. It's easy to use, but could be much better.

HoneyBook Review

Comments: Overall, my experience with HoneyBook was positive. The platform streamlined my client management processes and helped me stay organized and efficient. The ability to centralize all client interactions, from initial inquiry to final payment, in one place was a game-changer. The platform's user-friendly interface and customizable templates allowed me to create professional proposals and streamline my workflow. While the reporting and analytics capabilities were somewhat limited, the overall experience with HoneyBook was excellent, empowering me to deliver a seamless client experience and grow my business effectively.

Pros:

One of the things I liked most about HoneyBook was its all-in-one platform for managing client interactions and business processes. The ability to streamline and automate tasks such as client communication, project management, invoicing, and contracts was incredibly valuable. The intuitive interface and customizable templates made it easy to create professional-looking proposals and streamline my workflow. Additionally, the collaborative features, such as the ability to share files and communicate with clients in real-time, enhanced the overall client experience.

Cons:

While HoneyBook had many positive aspects, one thing I liked least was the limited reporting and analytics capabilities. The platform provided basic insights into my business metrics, such as income and project status, but I would have appreciated more in-depth reporting and analytics features. It would be beneficial to have access to more comprehensive data and visualizations to gain a deeper understanding of my business performance and make data-driven decisions.