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:

US$9,00/month

  • Free Version
  • Free Trial
  • Subscription

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.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$9,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

HoneyBook Software - HoneyBook add section
HoneyBook Software - HoneyBook project
HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
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Features

Total features of HoneyBook: 116

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

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Reviews

Overall rating

4,9 /5
(431)
Value for Money
4,7/5
Features
4,7/5
Ease of Use
4,7/5
Customer Support
4,8/5

Already have HoneyBook?

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

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Showing 5 reviews of 431
Christina S.
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
  • Likelihood to recommend 10.0 /10

The Best Client Management Resource-- goes beyond normal software

Reviewed on 2019/09/20

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.

Austin P.
Overall rating
  • Industry: Photography
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

HoneyBook is a MUST have for Small Biz Owners

Reviewed on 2021/12/13

Pros

Honeybook is very user friendly and was easy to set up along with the help of the concierge! My favorite part is the pipeline. I’m able to see all of my active projects and where they are in my workflow. As a photographer it is very important for me to build good relationships and communicate well with my clients so knowing who needs a consultation or who needs their gallery edited and delivered is crucial!

Cons

The only con is that I didn’t find honeybook sooner! I don’t know how I did business without it. I look back at those times and laugh at how much work I was doing that didn’t even amount to half of what honeybook does for me!

Alternatives Considered

Sprout Studio

Reasons for Switching to HoneyBook

Honeybook seemed more reputable. A lot of photographers who I trust in the industry recommended it!
Shalena H.
Overall rating
  • Industry: Entertainment
  • Company size: 2-10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Absolutely love the ease of HONEYBOOK

Reviewed on 2022/01/06

It's was wonderful and easy to use

It's was wonderful and easy to use

Pros

That it was easy to understand and use as a team

Cons

Refinding documents is a bit of a task sometimes

Meg B.
Overall rating
  • Industry: Events Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Absolutely Recommend!

Reviewed on 2021/11/23

I do all my admin through Honeybook and it has reduced the time I spend astronomically. I've...

I do all my admin through Honeybook and it has reduced the time I spend astronomically. I've recommended and trained several people in setting up their Honeybook systems and absolutely love it.

Pros

I love how quick and easy Honeybook is to use and update. I'm constantly fine-tuning my processes and it is so satisfying to have everything saved and organized in a very intuitive way.

Cons

I don't like how many separate emails I need to make to send out my appointment scheduling.

Erica C.
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

HoneyBook helps me build trust

Reviewed on 2021/12/20

Pleasant, professional, and easy—exactly what I hope for my clients when they work with me.

Pleasant, professional, and easy—exactly what I hope for my clients when they work with me.

Pros

I absolutely love all of the tools I've tried so far, and can't wait to more fully utilize what HoneyBook offers. I launched my site after embedding forms and links to scheduling and it WORKS. I have onboarded two new clients already, and have others that are excited to work with me in the future because of the steps I've taken with HoneyBook.

Cons

As a professional designer, I'm used to being able to create whatever I need in my design software, but was thrilled to be able to remove that tedious aspect from my workflow after setting up brochures in HoneyBook. I would love some increased functionality and flexibility in those brochure templates, but that's certainly not going to keep me from using this amazing tool.

Showing 5 reviews of 431 Read all reviews

HoneyBook FAQs

Below are some frequently asked questions for HoneyBook.

HoneyBook offers the following pricing plans:

  • Starting from: US$9,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Starter Plan: $9 per month, no annual billing option. Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!)

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, Autopilot, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Emma, Evernote Teams, Facebook for Business, FreshBooks, Gmail, Google Analytics, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Google Hangouts, Gravity Forms, HelloSign, Hive, HubSpot CRM, Insightly, Instagram, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Microsoft 365, Microsoft Excel, Microsoft To Do, OneDrive, 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, Phone Support, Chat

Related categories

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