HoneyBook

Avantages

Nothing I didn't get a chance to use it. I wasted an entire day setting it up and then couldn't send an invoice.

Inconvénients

Absolutely not user-friendly. I have used quite a few payment platforms but couldn't even send an invoice using this program.

Avantages

The big item on my pro list is user experience. Straight from the beginning it was fun and Honeybooks team will help anytime. The guy I talked to solved my problem in like five minutes when I was ready to sit and wait for at least half an hour. Some of the things Honeybook has are project tracking, workflows, invoices and payments, schedule manager, CRM.

Inconvénients

It stinks that Honeybook costs more than the other small business CRMs. It's got the extra stuff, yeah. But I wish they could bring it down a little. The other thing is that I wish they would let more outside apps integrate.

Avantages

I use Honeybook as a bridal hairstylist! It has been seriously amazing for my business. It helps me keep everything in order during the booking process!

Inconvénients

They did an update this past year that has allowed for a lot of great automations. The only thing is, it has been extremely hard to keep up with and figure out how to use. (And I am pretty tech savy) But I do think they are great tools, it just takes a bit of time to figure out the changes. If you are new to honeybook, it's all you may know so it might work great!

Avantages

Posts from other creators to help on jobs if needed.

Inconvénients

Cost was expensive long term and not in out budget at the time but they do work with small businesses to help with that during slow times

Alternatives envisagées 

SuiteDash

Pourquoi passer à HoneyBook

One stop shop for onboarding clients

Avantages

This is a great tool for sending invoices, signing contracts, booking and scheduling appointments, tracking inquiries, managing projects, accepting payments, and sending forms. It is incredibly easy and fast to set up and use, this is a really powerful tool.

Inconvénients

I have no complaints except that the proof reading capability could be enhanced in the platform and/or translation options available.

Alternatives envisagées 

Basecamp

Logiciel antérieur 

PandaDoc

Avantages

Una herramienta muy fácil de utilizar y una vez que la haces habitual, quedas conectado con ella. Lo mejor de todo, es su variedad de herramientas para utilizar, eso te hace sentir que el trabajo es mucho más sencillo.

Inconvénients

En mi opinión algo que deberían mejorar un poco es la interfaz, por momentos se hace pesada al cargar los elementos.

Avantages

The best really and safe honeyBook I like the software

Inconvénients

Really no problem I like it I'm working on honeyBook today great and safe I hope see honeyBook soon number 1 on world service payment

Avantages

Me encanta cómo HoneyBook ha hecho que administrar mi negocio sea muy sencillo. Puedo crear y enviar facturas sin esfuerzo, realizar un seguimiento de los pagos y administrar las relaciones con mis clientes, todo en un solo lugar.

Inconvénients

Considero que los precios de HoneyBook son un poco elevados, especialmente para las pequeñas empresas.

Avantages

Me permite colaborar con los estudiantes y sus padres en proyectos y actividades escolares, y compartir documentos y archivos de manera segura y fácil.

Inconvénients

Quizás un punto negativo podría ser su precio. Aunque ofrece una prueba gratuita y planes de suscripción mensuales y anuales, para algunos usuarios puede resultar caro.

Avantages

Customizing the aesthetics of Client facing files was the reason we used it and the time invested in getting those things created, was why we stuck with it far longer than we should have. Regret every penny and every hour spent on this software, ultimately they “updated” their format (again) and we had to start all over - at our expense and time investment. They lost every payment dispute, dispute our never having lost one when we could handle them: our contracts are iron clad. You’re not given the choice to handle dispute: they must do it - they charge you for it too!

Inconvénients

Customer service is pass-the-buck and no phone number and call backs hours to days later…don’t bother calling on a Friday afternoon, and if u do biz on weekends - too bad for you. Extremely slow to create something, it freezes, slow to upload assets, not intuitive to use whatsoever, help docs are vague. I once begged them to add non-gmail email and they told me their software was “not sophisticated” enough for me.

Alternatives envisagées 

Typeform et Notion

Pourquoi passer à HoneyBook

Already using Notion for biz operations, added the functionality of Honeybook to Notion myself using Typeform integrations. I wouldn’t have had the knowledge to do this 3 yrs ago when I started w Honeybook, learning Notion has been a fantastic investment of time and very inexpensive.

Avantages

- It has a wide range of useful features- Secure and customiztible- Integrates well with other services

Inconvénients

- Fees especially for third party countries- Some limited integration issues

Avantages

I just love that everything that is needed for a online service business is there, The contact form right until the feedback request can be automated and processed.

Inconvénients

I am not too crazy about not being able to have one client on multiple workflows and the calendar feature is not as robust.

Alternatives envisagées 

ClickUp

Pourquoi passer à HoneyBook

So much easier to use, that simple.

Avantages

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.

Inconvénients

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.

Avantages

I am blown away by the value I get from HoneyBook every month. It makes doing many of the tasks I absolutely hate (billing, contracts, managing email, scheduling - the business-y stuff of business) absolutely dead simple and painless. I am a huge fan of this software, and regularly recommend it to others who do creative work.

Inconvénients

I have very few quibbles with the software. Perhaps a bit more obvious control over the aesthetics of the brochures and documents would be nice, and I would love some additional automation, but overall the system works great and makes it so easy to manage everything that I have a hard time finding anything to complain about. I suppose that I would love an i-frame-based embed for the contact form. My portfolio site doesn't work with the embed type that honeybook provides.

Avantages

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.

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

I like that it is user friendly, fast, safe, secure, and smooth booking process for my clients. I love the idea of being organized all in one place from the bookings, scheduling, payment processing, and contract signing. There are so many ways to edit your own critical documents for your clients and business.

Inconvénients

How To guide is helpful to an extent. There were still things such as the automations and other issues I needed help with by my mentor who is also a photographer. She helped me set up my whole process cause it does not give you an example to let you know where to start with brochures, packages, invoice creations, etc.

Avantages

Everything we had used to communicate with clients before Honeybook was built across multiple platforms. Proposals in InDesign. Contacts through email or phone. Contracts and Invoices in and.co. It was a lot to stay on top of. Honeybook has allowed us to streamline those processes. It's so easy now to even keep track of the status of each project, when proposals have been viewed, contracts signed, etc. All at a glance. After taking some time to set up templates, it has made our whole process less daunting when onboarding and offboarding.

Inconvénients

It takes a little effort to get to know the template process and what templates your business needs. We found that for a while we were nonstop creating templates because we offer such a variety of services. But now we have built up our system of templates that can easily be customized for a client.

Avantages

I like the automatic email/brochure/invoice workflows you are able to set up. I like that it tracks the emails and you are able to see your last discussion. I like how easy it is to set up a contact form in my Squarespace website, and contacts who inquire flow into my honey book account.

Inconvénients

The tasks need to be improved. The tasks only allow you to add it, but it doesn't allow the tasks to be sent to your email if it due tomorrow or today. You have to see the tasks in Honeybook to remember to do it. Also, I have the same tasks to do weekly, and you can't set up reoccurring tasks, which is a waste of time to type them in every week. The invoices need to be improved. Lots of my consulting clients are not allowed to use portals to go find the invoice. SO I have to print PDF the invoice and send it via email to my client. However, the print to PDF option does not make the PDF look very professional. It needs to be upgraded.

Avantages

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

Inconvénients

The cost of transitions when collecting online payments from clients

Alternatives envisagées 

Docusign

Pourquoi choisir HoneyBook 

We stopped using QuickBooks Online to send out invoices as we couldn't use it to sign documents electronically

Logiciel antérieur 

QuickBooks Online

Pourquoi passer à HoneyBook

We used DocuSign for some time and stopped because HoneyBook provides significantly more value

Avantages

The software is so easy to use. Once you have your templates and automations in place (most of mine were set up by the concierge team) everything runs pretty much by themselves.

Inconvénients

The client payment processing fees are more pricey than what I’ve used in the past and the instant deposit fees are through the roof. It takes up to 4 days otherwise for payments to arrive in your account, but I just wait it out due to the astronomical fees.

Avantages

I love how I have everything directed right into honey book. Its a space where my entire business is ran from and the look and feel of honey book is so inviting and easy to use. Set up was a breeze (and fun) and my clients RAVE about how easy it is to communicate and easily access all their information with me. Bonus - clients love that they can pay through HoneyBook too! Makes everything look expensive and legit!

Inconvénients

Honestly, I don't really have anything I don't like. Maybe more space within the pipeline to be more tailored to my business (able to add more) And I'd like the option of uploading PDF's to templates like brochure. I like honey books brochure making ability.. but I also want more features and more control. Like building a webpage on squarespace. SO FUN

Avantages

I love the interface. It is easy to use and functional. If you have questions there are facts and questions you can look at or contact customer service. They are very informative and easy to work with.

Inconvénients

Starting out was the hardest part. As with any new software you must familiarize yourself with the product.

Avantages

Easy to use and so many features! The ability to go to one place AND have so many things automated is amazing!

Inconvénients

There are little things that can be improved, but so does everything. I have voiced my suggestions to the HoneyBook team and they are passing the information along to try to improve my experience. Even without those being fixed, I still love HoneyBook.

Alternatives envisagées 

Calendly et QuickBooks Online Advanced

Pourquoi choisir HoneyBook 

Everything all in on spot was the big excitement for me!

Logiciel antérieur 

Calendly

Pourquoi passer à HoneyBook

I needed something easier for a non-bookkeeper/accountant but that I could still understand my business in. Plus, having everything in one place made it an easy decision!

Avantages

The complete set up of contracts, invoices and legal portions was so quick and easy. Now we don't have to struggle with creating new proposals with each client. The auto population of products previously used is a huge time saver and makes it really easy for new employees to get the right price with the right product.

Inconvénients

The only thing I would like to see, and truly, I haven't asked, so it may even be there already; the monthly report of income shows the total of all contracts that came in during the month. We only collect a deposit from each. We would like to see the income report reflect just the deposit total of the month for our accounting purposes.

Avantages

The best part about HoneyBook is that I'm able to fully customize everything to match my brand's visuals. Everything about this CRM is easy to use. The support team is always incredible if you need help - they're seriously the best around. The community around HB is also amazing. I love how easy it is to go from an inquiry to a booked project with my automated workflows! The newer client portal feature is always a client favorite, too!

Inconvénients

I would love to see a more flexible method for viewing pipelines and tasks. I prefer to view a Kanban-type of pipeline/workflow and tasks. I'd like to be able to click on a workflow and see how many clients/projects I have under it.

I also don't like that I can't charge for certain appointment types. I would love to use the scheduling feature for booking mini sessions or other items that I would charge for outside of weddings/brand sessions. It would also be great if certain appointment types could work as lead capture forms (i.e.: when an appointment is booked, a new inquiry is created).

For financial tracking, it would be nice to be able to create a recurring expense.

Avantages

HoneyBook is a simple to use, all-in-one project management tool. It allows you to connect with clients anywhere with an internet connection. Automates the frustrating task of sending proposals, sending the right client the right proposal at the right time. It sends invoices directly to clients, collects payments, keeps track of expenses. Real-time alerts keep you connected with your clients.

Inconvénients

I'd love to see more detailed task management for independent contractors' collaboration, and for clients. I'd also request that HoneyBook connect with Zapier alternatives such as Pabbly Connect, Integrately, and Integromat.

Avantages

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.

Inconvénients

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!

Avantages

Very user friendly, they offer so much! I love being able to track my expenses and schedule clients. I love the workflow feature, it’s so helpful. I REALLY love the fact that clients can pay you through the HB invoice. That’s probably the best part. Its awesome that they added a COVID-19 tool kit that shows you which clients are most likely to be affected. And then they have email templates that are COVID related. So many resources are provided, it’s like they actually care about us 🥺 💕 haha.
Highly recommend

Inconvénients

The only thing that’s a little slow is the payment actually getting to my bank account. I’m not even sure if HB has anything to do with the time it takes, but I do wish it didn’t take 2 days to finally show up in my account. I wish there was an option to “instantly” transfer the funds for like a 1% fee. Like Venmo! That way if someone needs the money ASAP, they can instantly get it OR they can choose to wait the 1-2 business days to get the full payment. That would AMAZING

Avantages

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!

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Alternatives envisagées 

Jira, Pipedrive, Proposify, HubSpot CRM et Qwilr

Pourquoi passer à HoneyBook

Price, ease of use, everything being in one place, support staff to help with onboarding, good UX and UI.

Avantages

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!

Inconvénients

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.

Avantages

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.

Inconvénients

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.

Avantages

Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful.

Inconvénients

I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience.

Avantages

I love the pipeline, where each client's project is categorized by stage (new inquiry, tour scheduled, proposal signed, etc.). I can pull up all clients who are in the "Planning" stage of the pipeline, for example.

Under each client's project is absolutely everything related to their project: all emails exchanged, contracts, payment schedule, separate workspaces with vendors who will be working on the project, and more. I have templates for emails and have them sent automatically. One goes out when we receive an inquiry, a different one 5 days after client signs the contract, and another 30 days before their event date. There are also templates for brochures, contracts, and payment plans. I can't imagine having to do all of that manually!

I set the system up for my business with no outside assistance. It was easy to understand.

Inconvénients

Would like to have more ability to make formatting changes (bullets, numbering, bold, etc.) when editing a document. I can do this on a new document, but not when editing an existing one.
Workflows could be improved to have more triggers and the ability to automatically send files.

Avantages

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.

Inconvénients

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

Avantages

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!

Inconvénients

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!

Avantages

I like how easy it is to use and how everything is in one spot. It's also really useful for leads; if I receive a new lead, it reminds me to follow up with them so that I'm more likely to land the customer, so it's a very positive experience. The simplicity with which contracts could be sent and the opportunity for my customer to sign immediately. Honeybook contains practically all of the features I need to run my business simply and efficiently. It also gives my clients the impression that they have a thorough understanding of everything that is going on in their projects.

Inconvénients

I dislike that there is no option to arrange your date before booking. I only wish clients could choose the amount they want to pay at any given moment. Some of my clients find the email threads quite bothersome. In comparison to other firms, the processing and quick deposit costs appear to be expensive.

Avantages

Love the convinces and that it is simplistic. We use Honey book for a lot of the admin work and more.

Inconvénients

We wish the saving option when creating templated would improve due to work not being saved correctly. The undo option would be great.

THE TEMPLATES. I just wish there were more as we use schedule emails frequently for follow ups, discovery calls, referrals, reminders, announcement, etc. The purpose of Smart Files is kind of pointless if I have to keep customizing my own templates.

Avantages

One, they created flexibility with pricing; for someone who wants to use the platform but uses a different checkout option, there is a very affordable tier. That tier is also fantastic for those just getting started. I've always found it crazy that more platforms don't carry an option like this for beginners.

Since I've been with Honeybook, they have been improving the software; they recently just came out with a fantastic feature to take your lead or on a streamlined journey.

Inconvénients

I hope they allow us to ACTUALLY customize our project pipeline at some point.

Not everyone has the same process, and there is stuff I can't take off because it's default.

I also wish there was an easier way to just send someone to the item to be sold page rather than taking them to a pipeline, we all get leads differently, and I'd like to skip a step for some people.

Avantages

I love the Project Management area. I can see everything i am working on and the stage it is at. I also love the automation of some of the project stages. I love that everything pertaining to that project is all included in the project. Once i open each project i can see all the files, correspondences between my client and I. I can simply pick up where i left off.

Inconvénients

I was expecting more from the workflow and would love the option to create a link so clients can open the link to get to the invoice to make the payment. As much as I’d love everyone to use the client portal, not everyone can handle it and this would be a great feature for older, less tech-savvy clients.

Avantages

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.

Inconvénients

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.

Avantages

HoneyBook has so many great features! I love how everything is so easy to integrate within our business. When you first start out the have helpful videos to get you started and build your work flows. Virtually every part of your client management can be done through HoneyBook, from contracts, billing and invoicing, scheduling, email management and so much more! I couldn't recommend HoneyBook enough. It has made managing our clients through our growing business so easy!

Inconvénients

Truthfully, I can't really think of anything that I would add or change about HoneyBook. They have been really thoughtful in their development process.

Avantages

Honeybook is essential to running my business and now that I've been a user for more than 2 years, I can't imagine not using it. As a photographer, it is important for me to keep all of my scheduling, contracting, payments, and details as organized as possible so that I don't miss a meeting, or special detail for a wedding or photo session. Every part of my business is streamlined now that I use Honeybook. Reporting on Honeybook is made very easy from being able to see what % I've booked based on the number of signed contracts, where most of my clients find me, and how much money in taxes I need to pay for the quarter. Additionally, Honeybook has an opportunity board where creatives can post about need for associates, styled photo sessions. Finally, if you refer 2 people per year to Honeybook, your cost for the entire year is covered.. can't beat that!

Inconvénients

There are times when I donate photo sessions to non-profits and want to be able to send an invoice showing how much the session would have cost, then adding a discount to show a $0 invoice but there is not a way to send that without charging the invoice and refunding. I wish that I could do more on the mobile app, but new features are being added frequently.

Avantages

Honeybook took my booking process to a massively higher level of success. My contracts are all signed, and invoices are paid before I even start designing. I walk my customers through the process and we discuss TAT and rates, next steps, and then I kick them over the Proposal with the same details we discussed during the sale.

With other software I've struggled to receive timely payments, or contract signatures.

Not anymore!

Inconvénients

The contract templates are pretty limited to social media management and marketing ops. I think that every business needs their own contracts, period, but it would be nice to have a better starting place for other service providers.

Additionally, the emails that Honeybook kicks out for proposals, payments, contracts and the like have reportedly found their way to many of my customer's spam box. I just warn them ahead of time, but it's not super reassuring to some more leery customers.

Avantages

The fact that I am able to send contracts and receive payments WITHOUT having to create an account of a secondary payment processing platform was what sealed the deal for me.

Inconvénients

I would like it if the appointment scheduler allowed us to ask prospects questions and charge a fee like Calendly, and that the time tracker was more profound like Clockify.

Avantages

Love the customer service. Whenever I need help they are always right there. We use HB for every booking. As soon as a lead goes active, we start a new project and manage everything from communication to proposal to contact to invoicing with HB.

Inconvénients

There could maybe be more freedom to customize but really it's just an advanced issue. First world problems.

Avantages

Honeybook is easy to use, customizable and easy for my clients to use as well. I like the projet portals so everything is there for my clients, emails go directly to them. Invoicing is easy and provides my clients with a clear concise copy for their records.

Inconvénients

Sometimes editing things for a client when they don't like it is more difficult such as payment dates or legal terms if you include the contract with the invoice in the proposal template.

Avantages

Before honey book, I had a separate calendar, separate scheduling app, sending contracts on PDF (such a pain!), noting details about clients projects separately… With Honey book, it is all in one nice organized place! The contract and proposal and email templates make it so easy to book a client & the payment reminders and invoicing is a breeze! I’m still learning automations which will simplify things even further!

Inconvénients

There’s a little room for improvement, which the wonderful customer service has my suggestions about, but those things will only enhance an already great product.

Avantages

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

Inconvénients

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.

Alternatives envisagées 

Stripe et QuickBooks Online

Pourquoi passer à HoneyBook

Because they have online scheduling, and pre-built proposals/service agreements to use. More of an all-in-one platform.