About 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.

Pricing starting from:

$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to HoneyBook

Key benefits of HoneyBook

• 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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to HoneyBook

Images

HoneyBook Software - HoneyBook add section
HoneyBook Software - HoneyBook project
HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
HoneyBook Software - HoneyBook activity
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HoneyBook Software - HoneyBook add section
HoneyBook Software - HoneyBook project
HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
HoneyBook Software - HoneyBook activity
HoneyBook Software - HoneyBook inquiry

Features

Total features of HoneyBook: 135

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Scheduling Software
  • Authentication Software
  • Availability Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Canned Responses
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Confirmation/Reminders
  • Contact Database
  • Contact Management Software
  • Content Library
  • Contract Drafting
  • Contract/License Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer Service Analytics
  • Customer Support Software
  • Customer Surveys
  • Customizable Dashboard
  • Customizable Invoices
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Document Management Software
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management Software
  • Email Response Control
  • Employee Scheduling Software
  • Event Scheduling
  • Expense Tracking
  • FAQ
  • Facility Scheduling
  • File Sharing Software
  • For Mac Devices
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forms Automation Software
  • Forms Management
  • General Ledger
  • Group Scheduling
  • Hourly Billing
  • In-Person Payments
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Live Chat Software
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multi-Channel Communication
  • No-Code
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Payment Processing Services Integration
  • Payment Processing Software
  • Pipeline Management
  • Pre-built Templates
  • Process Modeling & Designing
  • Project Billing
  • Project Management Software
  • Project Planning Software
  • Project Planning/Scheduling
  • Proposal Generation
  • Proposal Management Software
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Management
  • Real Time Notifications
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Response Management
  • Room Booking
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Scheduling Software
  • Search/Filter
  • Signature Management
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Summary Reports
  • Task Management Software
  • Task Planning
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Templates
  • Third Party Integrations
  • Time Tracking Software
  • To-Do List
  • Version Control
  • Web-based Deployment
  • Whitelisting/Blacklisting
  • Workflow Configuration
  • Workflow Management Software

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Reviews

Overall rating

4.8 /5
(536)
Value for Money
4.7/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support Software
4.8/5

Already have HoneyBook?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 536
Christina
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

The Best Client Management Resource-- goes beyond normal software

Reviewed on 20/09/2019

Before I used HoneyBook, I had tried several other client management platforms. All of them were...

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.

Cameron
Overall rating
  • Industry: Entertainment
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

CRM Made Simple, Slick , and Seamless

Reviewed on 06/10/2022

HoneyBook truly helped me "level up" my business in nearly every area. The integrations, automation,...

HoneyBook truly helped me "level up" my business in nearly every area. The integrations, automation, templates, and payment processing systems all stand out both to me and my clients.

Pros

HoneyBook's "Pipeline" feature makes tracking inquiries, keeping up with contracting and following up after events nearly effortless. The power to automate these steps in the process while still being able to customize the automation allows me to keep my client interactions prompt, professional, and most importantly - personal. Email reminders keep me on top of my inbox, and templates turn once-tedious processes into a breeze. HoneyBook's client-facing side is deeply customizable and helps me maintain a professional aesthetic even when I'm drowning in the background.

Cons

HoneyBook shines for many industry professionals but isn't without a few details in need of improvement. Uploading files to customize templates can be difficult due to the restrictions placed on file types and sizes. Businesses with more non-traditional models may also find HoneyBook difficult to customize to meet their needs.

Tess
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Buyer BEWARE! Poor Customer Service/Racial Inequality

Reviewed on 18/11/2022

Very insulting. I invested a lot of my time and energy into researching this software and felt it...

Very insulting. I invested a lot of my time and energy into researching this software and felt it met the need I was trying to address for an additional division we are establishing with my company. An unsolicited internal situation occurred in which the staff at Honeybook was clearly at fault. As opposed to utilizing the philosophy of 'the customer is always right or even considering my point of view, they immediately justified the racist actions of their staff, confirmed she was following protocol, and terminated our relationship. I respect their right to do so, but I was completely blind-sided as EVERYTHING offensive was done TO ME by their internal staff. Also, the harsh, dismissive, condescending mannerism used towards me was so offensive it disrupted the rest of my day.

Pros

None. Their marketing campaign is not transparent. All customers are NOT treated equally.

Cons

Unfortunately, in almost 2023, this is one of the only companies in my professional experience I've ever experienced racial bias. They went out of their way to offend me and as a privately-owned company, I guess they have it as a right, but I think the diverse demographic should be aware prior to spending money with this company.

Matthew
Overall rating
  • Industry: Photography
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Best I've Used So Far

Reviewed on 22/08/2022

Overall it has been a Godsend. I am feeling much better about how I manage my business with...

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.

Alternatives Considered

17hats

Reasons for Choosing HoneyBook

Zoho was just too confusing - I love that it's one big suite to manage Social, and Website, and Accounting, and CRM, and washes my windows...but it was overwhelming, and to have someone help me set it up would require an additional subscription. Studio Cloud was just clunky. I may not have given it enough effort, but it just wasn't quite there for me.

Switched From

Zoho CRM
Samantha
Overall rating
  • Industry: Photography
  • Company size: Self Employed
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Honeybook is my all in one project management software!

Reviewed on 07/11/2022

Excellent customer service, affordable and reliable. I love honeybook and trust them with my...

Excellent customer service, affordable and reliable. I love honeybook and trust them with my business projects.

Pros

I can integrate calendly and google calendar making scheduling and booked events easily and always up to date. Emails, payments, questionnaires etc are all kept together for each project.

Cons

It is a lot to set up in the beginning but way worth it. It saves so much time in the long run with workflows and saved templates.

Showing 5 reviews of 536 Read all reviews

HoneyBook FAQs

Below are some frequently asked questions for HoneyBook.

HoneyBook offers the following pricing plans:

  • Starting from: $39.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!). For your first 6 months, get HoneyBook for $1 per month with code ONLY1.

HoneyBook has the following typical customers:

Self Employed, 2-10, 11-50, 51-200

HoneyBook supports the following languages:

English

HoneyBook supports the following devices:

Android (Mobile), iPhone (Mobile)

HoneyBook integrates with the following applications:

10to8, AWeber, ActiveCampaign, Acuity Scheduling, Agile CRM, Airtable, Asana, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule Marketing Suite, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Dropbox Sign, Emma, Evernote Teams, FreshBooks, Gmail, Google Analytics 360, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Google Hangouts, Gravity Forms, Hive, HubSpot CRM, Insightly, Instagram, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Meta for Business, Microsoft 365, Microsoft Excel, Microsoft To Do, OneDrive, Ortto, PayPal, Planning Pod, Process Street, Quickbooks Online, Route4Me, Salesforce Sales Cloud, Schedule it, Shopify, Slack, Square for Retail, Squarespace, Streak, Stripe, Teachable, Teamwork, TextMagic, Thryv, Todoist, Toggl Track, Trello, Twilio, Typeform, Wave Accounting, WooCommerce, WordPress, Wrike, Xero, Zapier, Zoho Mail, monday.com

HoneyBook offers the following support options:

Email/Help Desk, Knowledge Base Software, Phone Support, Chat

Related categories

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