HoneyBook

Client management for freelancers & SMBs

4,8 /5 (300 reviews) Write a Review!

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
United States, Canada
Supported Languages
English

Media

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HoneyBook Reviews

HoneyBook Reviews

Overall rating
4,8
/
5
Excellent
267

Very good
25

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.


Alyssa P.

Using HoneyBook is like having a personal sales assistant helping me run my business 24/7

Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook!

Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.


Paige E.

Not User Friendly - Difficult Learning Curve


Janelle M.

Organize My Squirrel Brain


Jessica B.

HoneyBook is a lifesaver!

I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask! The customer service and care is golden!


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 2019/09/20
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

Alyssa P.
Industry: Design
Company size: Self Employed

Using HoneyBook is like having a personal sales assistant helping me run my business 24/7

Used Daily for 1-5 months
Reviewed on 2020/09/01
Review Source: Capterra

Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook!

Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.

Pros

Honeybook is incredibly intuitive and easy to use. Luckily, I started using it when I began my business, so I didn't need to transfer any existing CRM or sales data over. When I was onboarding, HoneyBook's support staff loaded in a bunch of pre-designed templates specific to my industry. They also took images I sent them of my products and prices and turned them into usable sales proposals. That alone has saved me WEEKS of time that I would have had to spend learning how to use HoneyBook and manually inputting my content.

Cons

The time tracker does not function to the extent that I need it to. I currently use Time Doctor to track my time, but it would be nice if I could keep everything in HoneyBook.

Also, I oftentimes don't see my reminders for following up with "tasks" for clients in my projects pipeline. If there's a way to have those notifications automatically sync with my personal google calendar and send me an email reminder, that would be helpful. Pipedrive's CRM and sales pipeline does a really great job of showing urgent prospects to follow up with. I think it color-codes them too.

Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. The notes are also not displayed in a way that's very easy to read. It would be nice to add bullets, bold text, underline, etc. Pipedrive does a really great job of showing all of the email threads and notes between clients and multiple team members in their CRM.

Also, the first time I sent an invoice, HoneyBook automatically included a place for gratuity/tip. I've now figured out how to turn that setting off, but I couldn't see that it was automatically included in my invoice ahead of time. With my business (and I think most), they will never need gratuity, so I think that's kind of an odd setting. Maybe instead of having to click and review the settings in the left side bar of invoices, there could be an extra prompt to review those settings before the user sends the proposal to their client.

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 2018/06/07
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

Janelle M.
Industry: Consumer Services
Company size: Self Employed

Organize My Squirrel Brain

Used Daily for 6-12 months
Reviewed on 2020/08/09
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Jessica B.
Industry: Graphic Design
Company size: Self Employed

HoneyBook is a lifesaver!

Used Daily for 2+ years
Reviewed on 2020/07/28
Review Source: Capterra

I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask! The customer service and care is golden!

Pros

I love the brochures and proposals features. It makes things SO easy for me and my clients! I also love that I can use HoneyBook for project specific emails, so I have everything in one place!

Cons

It's not really a con, but I don't use the community aspect of the platform. I'm sure it's amazing too though. 😄

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,5/10
Based on 300 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 300 user ratings
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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
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,6/5
Based on 300 user ratings
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Categories

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:

,

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:

Phone Support, Online Support, Knowledge Base, Video Tutorials