HoneyBook

Avantages

I personally love how easy it is to access previous customer communications and interactions. Sending over contracts and delivering payment collections has also been fairly painless and easy to administer through HoneyBook. Lastly, we've more recently experimented with the proposal creation tool, which offers very visually attractive documentation.

Inconvénients

For the moment, I don't feel that anything with HoneyBook is missing at all.

Avantages

Keeps track of the projects. Auto reminder follow ups, financial records, project recap, booking forms and how the project details auto populate

Inconvénients

The financial reports are not accurate. Also need easier login for multiple business logins. Deposits take a little longer sometimes

Avantages

I love that they are always updating their features and allow users to give input on the usefulness. The software is always improving.

Inconvénients

There are some small things i wish where available in the smart files, such as drop down lists and check boxes.

Alternatives envisagées 

HubSpot CRM

Pourquoi passer à HoneyBook

Ease of use and price was most reasonable

Avantages

I purchased Honeybook primarily to keep my client details in a single location while gaining the ability to send proposals and invoices for the clean, professional touch. This area is very easy to use without having to hire a pro.

Inconvénients

To use all the features of CRM, you need to hire a pro who can set you back at least $2k. Also, the payment deposits are the slowest on the market - days! If you use Square, you get the deposit the next day - same for all other CRMs. If you receive a payment on a Wednesday, for example, you won't get that deposit until at least Monday.

Alternatives envisagées 

Square Payments, QuickBooks Online, monday.com et Asana

Pourquoi passer à HoneyBook

I chose Honeybook for the invoice tracking and easy client setup. I had hoped to figure out more features to get more out of the offering but I just got lost in the lack of finding videos how to use the tools for my needs.

Avantages

What I like most about HoneyBook is that you can have your scheduler, contracts, products and checkouts all in one platform.

Inconvénients

What I like least about HoneyBook is that there is no way to add a global discount code to a product or all products.

Avantages

I love this program. This is great for photographers and event planners. Likely could be good for another business as well, but as an event planner this program allows me to get inquiries, navigate them through the pipeline stage of booking, invoice clients and send contracts, process payments and build task management and automations all in one place. This program does so much, and connects to QuickBooks which is a huge bonus for me.

Inconvénients

There isn't really much about the program that I dislike. I don't like that the automations now have two types of files (legacy and templates). They are basically the same and it really makes no sense to me why they exist separately, but it doesn't impede on using the software. Also, the reporting is good but it doesn't really make sense as it's not as functional as I'd like. You can't look at a report in the program, you have to download every time, but, I make due with what's available.

Avantages

The ease and convenience of clients booking my services and signing contracts.

Inconvénients

I actually have no cons. My experience with Honey has been great.

Avantages

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

Inconvénients

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

Avantages

I manage the entire flow of information from my clients in a more organized way, controlling and monitoring each one, it allows me to be more agile in the processes that I have to carry out with my clients and thus provide them with better attention and speed in document delivery. invoices, contracts and digital signatures. I can do many things at the same time and it helps me perform better at my job.

Inconvénients

The system has never failed me, I feel satisfied with each tool I use and I am convinced that it has been the most efficient platform that I use for my work tasks.

Avantages

If you're a freelancer or running a small business, HoneyBook is a fantastic project management tool that’s worth considering. I absolutely love it for its comprehensive suite of features designed to streamline workflows and improve efficiency.

Inconvénients

I don't have any dislikes thus far regarding the platform.

Avantages

Honeybook keeps me organized which in return gives me a good reputation as a service provider. I like that I can do it all - and at that from my phone because theres an app that has most of the features the desk top does

Inconvénients

There's not much to like about it. It meets all of the things I was looking for in a CRM.

Avantages

I love the ease with which I can confidently navigate the multiple features of Honeybook. I am not the most tech savvy but Honeybook makes it feel easy to me!

Inconvénients

I had a bit of trouble acclimating to emailing within the platform but now I have adjusted and know how easy it can be! Sometimes the emails land in client's spam but only once in a while!

Avantages

My highlight is the fact that I can have everything that concerns a client all in one place. It makes it very convenient and is time saving.

Inconvénients

I do not have anything I like the least at the moment.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

ClickUp

Pourquoi passer à HoneyBook

Overall this was the software that had the features I needed in one place.

Avantages

Affordable and Backend looks nice - so that's something!

Inconvénients

Client experience if poor. Integrations are awful. Layout, design and look are atrocious and check out for clients is multi step.....Who does that anymore?

We spent a week trying to get it setup and working well and efficiently....no way it was going to. And if we have to handhold it and manually do a TON of things.....why bother? MANY other options available and we've moved to one.

Avantages

It is an innovative tool where each function is unique and serves to have an improved organization of my work, in task management it is easy to distribute the work in the team and then reunite it and the security with the data is very reliable, when I make the signatures electronics I am calm that there is no risk of anything.

Inconvénients

All the processes are useful and have had no inconsistencies in use, so on my part everything has turned out satisfactory.

Avantages

Honeybook streamlines your process into an easy to use system, once the initial set up, from questionnaires to Invoices and Contracts you have all the tools you need to manage your projects. The desktop and mobile app add flexibility to what you can do with your business at home, in the office, or on the go.

Inconvénients

The setup process is a bit tricky and unless you have familiarized yourself with template creation, pay someone to build your templates, or find a premade on to edit to work for your needs it is a bit overwhelming if you have no experience at all with creating online templates or websites.

Avantages

I enjoyed this user friendly software. I was offered a seven day trial to see if it was a good fit for my company. Sending invoices was a breeze. One of my favorite features is being able to send crisp, professional looking proposals to possible business prospects. This feature alone helped take my business up a notch.

Inconvénients

As compared to others, The payout speed for invoices takes close to a week as opposed to a couple of days with other software I have tried. Perhaps that will change in the future.

Avantages

Does offer document management / sharing to organize agreements to obtain signatures from clients, which is easy and efficient to use

Inconvénients

This product was pitched to our team as the supreme tool for doc management / / sharing / signatures, but it was no different, and had less features, than similar tools

Avantages

Tienes todo lo necesario para comenzar a trabajar de manera profesional con clientes de cualquier parte. Como dueño de una agencia de marketing y diseño web, iniciar con hooneybook me ayudo mucho a escalar mi empresa en los inicios

Inconvénients

Para quienes inician, pagar una mensualidad de esta clase puede ser un poco difícil, por lo tanto, al ser una aplicación enfocada en empresas pequeñas que están iniciando, debo darle un punto en contra al hecho del precio para quienes inician, debería haber una opción limitada para quienes inician con diferentes tipos de negocios

Avantages

I really enjoy how easy it is to use the system. I take a lot of payments and handle invoices and this program makes it easy

Inconvénients

The customer service can take a while to answer the phone or resolve a problem online

Avantages

The branding, logo and name are all trendy and up to date. This is very important when interating with new people, new clients. One wants the interface to be inviting.

Inconvénients

It could have better contract signing features.

Avantages

If I could think of a pro I would add it. If you are looking to be overcharged and never refunded use this software.

Inconvénients

No customer service. When they charge incorrectly you cannot reach them to get it corrected. Product was not impressive to start to have to deal with this billing issue.

Avantages

Robust contract and proposal tool. Very efficient to use. Seamless invoicing and payment processing.

Inconvénients

Initial customisation takes time. Limited integration with certain third party apps.

Avantages

I like that I can create invoices in many different ways set up lead forms

Inconvénients

I really enjoy using HONEYBOOK and all its features

Avantages

Streamlined client workflow management and customizable templates for proposals.

Inconvénients

limited advanced customization for workflows and only basic reporting.

Avantages

What I like most about HoneyBook is how efficient the software is for appointment scheduling.

Inconvénients

There is currently nothing I dislike about Honeybook, it has been very effective and efficient.

Avantages

I love the nice, professional presentation of information. Everything is laid out nicely for everyone to see (messages, threads, etc). Honey book also streamline business to client relations from sending the contract, invoicing, signing, then finally payment (through Stripe).

Inconvénients

I honestly don’t have any cons. This program is by far the best of it’s kind.

Avantages

Ease of use and minimal training requirements!

Inconvénients

Pricing could be a little better but overall I really don’t have any cons.

Avantages

Well, I really like about honey Book. It was very professional and easy to use

Inconvénients

I didn’t like that the pricing system was very high, especially for startup businesses

Avantages

I have been using HoneyBook for my event planning business, and it has truly transformed the way I manage my events. The platform's ease of use for both business and customers is exceptional. It simplifies the process of keeping all event details in one place and ensures everything is organized on the calendar. The amazing capabilities of HoneyBook have made my life so much easier, allowing me to focus on delivering exceptional service to my clients. I highly recommend HoneyBook for any business looking to streamline their event management process.

Inconvénients

Nothing, the application is fantastic!! I am so glad we have this amazing tool for our business!

Avantages

Straight forward, user friendly and nice look to it.

Inconvénients

Still learning all the capabilities but no complaints yet

Avantages

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

Inconvénients

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

Avantages

I love how it combines so many features in one place, like project management, invoicing, and client communication. The templates for proposals and contracts save a ton of time, and the automation features help keep everything running smoothly without a lot of manual effort. Plus, the integration with other tools like Google Calendar and QuickBooks makes syncing your work a breeze.

Inconvénients

The mobile app, while handy, doesn’t offer all the features available on the desktop version, which can be a bit frustrating when you're on the go. Also, it’s a bit pricey, so it might not be the best option if you’re just starting out or have a tight budget.

Inconvénients

Hi,If you don't want to be scammed, you must stay away from HoneyBook.Don't waste your valuable time and business by using HoneyBook.I won't say much, just say that if you accept payment through Honeybook, the payment will not come to you.Thank you

Avantages

HoneyBook is very visually appealing and easy to use for both myself and my clients. The ability to create and save templates that I can edit and reuse for each client saves me SO much time, and it's truly so easy. It's very affordable and has already saved me a lot of time and headaches.

Inconvénients

I honestly have no complaints about HoneyBook.

Alternatives envisagées 

Docusign

Pourquoi passer à HoneyBook

HoneyBook had more features and included both the organization, scheduling, and file sharing features I was looking for as well as digital signature and contract templates.

Avantages

I loved how I could create workflows for myself.

Inconvénients

Unfortunately my clients said it was confusing and they didn't know how to work inside of it to do edits etc.

Avantages

I like the Streamlined Workflow and the Customizable Templates. Also the ability to pay directly through the App.

Inconvénients

Price is pretty expensive for small businesses. There is no built-in time tracking.

Avantages

Pre made templates, able to invoice, bill, estimate and collect payment from customers all in one place.

Inconvénients

The templates are basic. For our business specifically we had to basically create a template, but that was the only negative.

Alternatives envisagées 

Docusign et PandaDoc

Pourquoi passer à HoneyBook

Honebook was all inclusive, had a free trial and offered everything we needed.

Avantages

What I loved the most of Honeybook was the scheduling was easy and processing payments and also the flexibility of customers paying online for services and products

Inconvénients

Long term it just wasn't for me and my business

Avantages

HoneyBook seems to do many things, from sales presentations to contracts but what we are using it for is contracts, and it is very good with that. So much less complicated for our staff to create and sign them through a flawless (also beautiful) system, and clients are impressed with the system as well.

Inconvénients

Haven't found anything yet, perhaps as we go along. We are considering expanding our use to include invoicing and billing and will update review at that time.

Avantages

Proposals, appointments, payments, invoices. All in one platform. Like a personal assistant. I found it very useful and innovative, especially for the automation part which is not obvious for a software like this.

Inconvénients

Nothing wrong to report. A few bugs every now and then but I haven't seen one in a while.

Avantages

Useful features such as invoice creation, contract development and managing contracts. Great for independent business owners whether your business is small or progressing. Convenient tools for the structure of my small business. I mostly use this app for invoice, payments and scheduling. Features work wonderful.

Inconvénients

Can be a little confusing at first but eventually I learned about the tools.

Avantages

I enjoyed the instant payment feature. The fees were a bit high though.

Inconvénients

The price is expensive for solopreneurs. The features are overwhelming and there is a steep learning curve.

Avantages

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.

Inconvénients

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.

Avantages

What I like the most about this platform is its ability to centralize all my business needs in one place. The seamless integration of proposals, invoices, contracts, payments, and scheduling allows me to stay organized and save valuable time.

Inconvénients

One of the areas where I feel this platform could use some improvement is its reporting and analytics functionality. While the platform provides basic data on projects, payments, and clients, I would like access to more advanced and customizable metrics that allow me to more closely track how my business is performing.

Avantages

Honeybook è una piattaforma di gestione del lavoro e della clientela progettata specificamente per creativi, liberi professionisti e imprenditori. Ho avuto l'opportunità di utilizzare questa piattaforma e devo dire che sono rimasto molto soddisfatto.Uno dei principali vantaggi di Honeybook è la sua interfaccia utente intuitiva e facile da usare. La piattaforma è molto ben organizzata e ti consente di tenere traccia di tutte le attività relative ai tuoi progetti in modo semplice e veloce. Inoltre, la piattaforma offre un'ampia gamma di funzioni, come la creazione di contratti, la gestione delle fatture, la pianificazione degli appuntamenti, la condivisione di file e la comunicazione con i clienti.Un'altra grande caratteristica di Honeybook è la sua capacità di automatizzare molte delle attività che solitamente richiedono molto tempo e sforzo. Ad esempio, puoi impostare dei modelli di email predefiniti per inviare messaggi ai tuoi clienti in modo rapido ed efficace. Inoltre, la piattaforma ti permette di inviare promemoria automatici per i pagamenti e di organizzare i tuoi progetti in modo da non perdere mai di vista una scadenza importante.Infine, Honeybook è molto flessibile e personalizzabile. Puoi adattare la piattaforma alle tue esigenze specifiche, aggiungere campi personalizzati ai moduli di contatto, creare modelli di contratto personalizzati e altro ancora.In generale, sono rimasto molto soddisfatto dell'utilizzo di Honeybook.

Inconvénients

Purtroppo, anche se Honeybook ha molte funzionalità interessanti, devo esprimere alcune critiche sulla piattaforma.Innanzitutto, il prezzo di Honeybook è piuttosto elevato rispetto ad altre soluzioni simili presenti sul mercato. Questo potrebbe essere un problema per molti freelance e piccole imprese che hanno un budget limitato e che non possono permettersi di pagare costi elevati per la gestione della loro attività.Inoltre, nonostante la piattaforma offra molte funzioni utili, ho notato che l'interfaccia utente di Honeybook può risultare un po' confusionaria e poco intuitiva. In particolare, ho trovato alcuni processi di configurazione dei modelli di contratto e dei form di contatto piuttosto complicati e poco user-friendly.Un altro aspetto negativo di Honeybook è che alcune funzionalità avanzate, come la possibilità di creare sondaggi personalizzati, sono disponibili solo per gli utenti che hanno sottoscritto il piano premium. Ciò significa che i clienti che hanno scelto il piano base potrebbero non avere accesso a tutte le funzioni di cui hanno bisogno per gestire la loro attività in modo efficace

Avantages

Great for document management, very useful when dealing with loads of information on a daily basis. Easy to keep a track on the project momentum.

Inconvénients

Lack of integration with other softwares, it would be usefull p.e. to use with some microsoft programs.

Avantages

Very user friendly and task notifications for leads and clients

Inconvénients

limited integrations and customisation to meet different types of businesses

Avantages

L'estensione per Google Gmail che permette di racchiudere in un unico punto tutte le informazioni che ci servono per gestire il workflow via email.

Inconvénients

L' interfaccia grafica non mi fa impazzire, ma è un opinione personale.