What is HoneyBook?
Honeybook is an all-in-one business management solution that helps small businesses and freelancers organize their work activities, connect with their clients, and get paid on time.
Through HoneyBook, users such as freelance photographers and consultants can keep track of all their business appointments. They can communicate and schedule a meeting with their clients, send proposals, receive signed contracts, and many more.
Aside from its easy-to-use dashboard, HoneyBook also has other important features like electronic signature, expense tracker, organized calendars, and branded templates, which can showcase all the user’s accomplishments for future clients to see.
Also, collecting pay online won’t be a problem because HoneyBook accepts payments from credit cards, debit cards, and bank transfers.
It has a mobile application for iOS and Android users and can be integrated with third-party applications like Gmail, Google Calendar, and Zapier.
HoneyBook members can pay their subscriptions either monthly or annually. For those who don’t have a membership, HoneyBook offers a 7-day free trial. Honeybook is only functional in the US and Canada.
How Much Does HoneyBook Cost?
1. Starter Plan
- Access to all features
- Limited to $10k in total transactions
- Up to 6 months of concierge support
- Free Trial
2. Unlimited Plan
- Access to all features, plus
- No limit on transactions
- Unlimited concierge support
- Add unlimited team members
- Free Trial
3. Unlimited Annual
- Access to all features, plus
- No limit on transactions
- Unlimited concierge support
- Add unlimited team members
- 17% savings
- Free Trial
Overview of HoneyBook Features
- Lead Capture
HoneyBook is a great tool for better communication with clients. Through its drag and drop lead capture form, you can create a contact form that will help you easily sell yourself as a professional service provider to potential clients.
- Online Payments
If your customer doesn’t have the time to pay you through other means, accepting payments online is now possible with HoneyBook’s flexible payment options.
With this feature, you don’t have to think about chasing after clients for their dues because they can do it themselves.
- Client Communication
HoneyBook allows users to create separate dashboards that display all the important information on any matter related to your business!
You can invite anyone from your business into a shared folder or check out everything by yourself. You can share documents, track projects, send messages, and view the calendar.
- Project Management
HoneyBook allows you to create milestones that are actionable goals for your business. This way, you can easily monitor where you are in the project at any point in time. HoneyBook’s Gantt chart makes it easier to estimate how long a task might take.
- Templates & Invoices
To make communication more formal and professional, HoneyBook provides users with an invoice template that they can use to present their offerings or services.
The template is particularly helpful when generating proposals because it has all the information needed about the project like pricing structure and terms needed by clients before signing on the dotted line (and paying your dues, of course).
HoneyBook makes it easy for users to create and send invoices from within the platform. Customers can pay you through credit cards, debit cards, or bank transfers.
To avoid all kinds of misunderstandings in future projects with customers, HoneyBook provides a contract template that is legally binding between two parties. It also captures the important details needed before starting a project.
The contracts are required by most clients as part of their standard terms and conditions when hiring freelancers or service providers.
- Expense Tracker
Managing expenses is now made easy with HoneyBook’s expense tracker feature. With this tool, you don’t have to worry about being unable to keep track of your expenses because it can be done smartly and simply.
- HoneyBook for Business
In addition to the features above, HoneyBook also allows users to add unlimited team members from different parts of the world. It also comes with a free iOS and Android app for customers to use when managing projects on the go.
- Other Features
HoneyBook offers complimentary access codes to join in their networking events or attend special training sessions so freelancers and service providers can always have a steady stream of new clients in an already collaborative industry.
The system also has a blog where they share thoughts, tips, tricks, and advice on how best to manage your business using the book's platform!
Overview of HoneyBook Benefits
1. Manage Work Activities
In using HoneyBook, users can stay on top of their businesses and have an idea of what’s happening with all their projects.
They will see in the dashboard if there’s a new client inquiry, if they have upcoming meetings, if the proposal they sent has been approved, or if they have completed a project.
Every record of contracts, invoices, and important files is also organized in one space for users to save time looking for them and just access them easily.
2. Be Updated With Clients
Users will always remember what changes to make in their projects because HoneyBook organizes every communication with clients whether it’s through email, message, or chat.
Users can view the communication history in just a few clicks. In this way, they will be updated with every feedback.
3. Sending Invoices, Contracts, and Proposals
Through HoneyBook, users can easily send invoices and payment reminders to their clients. This action will make sure that users get paid for their service on time. Also, users don’t have to worry about fraud or inaccurate pay transactions because HoneyBook has a secured online payment.
Another feature that HoneyBook has is its ability to send a contract and notify the user once it has been signed.
The same goes for sending proposals. A user will receive a notification once his or her client has reviewed and approved the proposal. These are all easy ways to manage the user’s overall work process.
4. Provide Immediate Responses
Users don't have to worry about responding to their clients immediately because HoneyBook can automate greetings, thank you messages, follow-up questions or updates, and appointment requests. This feature will save both the users’ time and their clients’ time.
5. Earn More Referral Fees
Users can earn more referral fees because HoneyBook lets them offer their service to other freelancers or entrepreneurs who are looking for business management tools. This is another way that users can maximize the use of their platform.
6. Manage Invoices and Expenses Efficiently
HoneyBook allows users to track expenses by simply adding transactions under each category. This action will ensure that clients receive an accurate invoice so they won’t be surprised with higher than expected costs when paying for the project.
7. Collaborative Environment
Through HoneyBook, users can build team members from different parts of the world. It has a free iOS and Android app for customers to access the system wherever they are! Clients can also view available calendars and schedule meetings using the app.
8. Complimentary Access Codes
With HoneyBook, users don’t have to worry about finding new clients because they will find them through their platform.
As mentioned above, HoneyBook offers complimentary access codes so freelancers and service providers can always have a steady stream of new clients in an already collaborative industry.
It also has a blog where they share thoughts, tips, tricks, and advice on how best to manage your business using HoneyBook!
9. Automated Smart Invoicing
In using HoneyBook, users don’t have to worry about manually sending invoices. Their platform will automatically generate a customized invoice based on the contract terms and it can be sent via email or text message with just one click.
10. Unlimited Add-Ons
HoneyBook has free add-ons that allow users to choose more features that improve their business performance from mail merge automation and professional looking receipts; to time tracking and expense approvals; project task collaboration and real-time analytics; and even an open API for developers! Users can also extend their account by upgrading to premium for as low as $7 per month (billed annually).
- Cloud Hosted
- Monthly payment
- Annual Subscription
- Small Business
Differentiating factor with ClientVenue and HoneyBook
ClientVenue Key Points:
1. Easy Client Onboarding
Move away from high-touch onboarding to a self-serve & automated checkout onboarding model, so you can focus on scaling your agency work instead of doing the heavy lifting on your own.
Use templates, and standard processes which can be duplicated for all your workflows so you can focus on work that matters the most for your agency.
2. Manage Tasks & Client Requests
Have visibility over all your projects in real-time. Manage your client requests in real-time, and showcase progress in a project manager style. Bring all the teams together to collaborate on projects easily.
Get a 360-degree view of your entire project and prevent project delays from happening.
Store all your client-related files & assets in ONE place. So that you don't have to link your drives and shareable links every time. You can just pull your resources from your dedicated drive and attach them in one place.
4. Invoicing & Billing
Get all your payment-related worries handled within the Client-workspace. Having a truly integrated experience will allow you to create a self-serve checkout model where you can focus on the important bits of your business instead of chasing for payments, and getting your invoices cleared.
Be it recurring billing or one-time billing, we have all of that handled with native integrations using all top payment platforms and providers.
Get all the stakeholders involved on the clients' side as well as your agency side as well. You can assign the permission levels to all the teammates on your side as well as the agency side.
6. Branded Experience
Make the portal look as if it's your product, and on your website. Make it look as if it's a native experience to your website, by changing the branding, coloring, and design to suit your brands' styling.
You can package up all your services and show them up to your customers, this way you move from chasing payments and sending them manual pricing invoices and get everything done in an automated fashion.
Connect with all popular payment platforms, and automate your invoicing and bill collection.
Make your entire team more productive by sharing all the relevant information in one place. Know about all that is happening on the project, share ideas, documents and files with ease, without missing out on anything important.
You can know who's performing at what level so you can give them their deserved rewards for being awesome!
9. Security & Compliance
Give security to all your clients' projects by giving them a secure space to host all their data under one roof. Make sure they are always compliant with any rules set out by the various board of control bodies around the world. Follow compliance laws, client data protection acts, etc., and be ready if any audits happen.
10. Amazing Client Experience
Customers have been asking for a better experience from billing and invoice automation, to getting their payment due to date reminders even if it's been 30 days.
They might not be in your country, in which case you can make use of an amazing international experience using the native language with which they are most comfortable.
Don't let your customers decide on features and pricing, give them all the features they need by rolling out their very own add-on suite.
Bring in your proposals for billing & invoicing together with various other services, which you can bundle up to form valuable packages.
12. Customization Options
The flexibility is endless when it comes to using HoneyBook. It is built with customizability in mind so every customer has the power to get what they want, and how they want it.
You can choose from a variety of themes, use your logo and color schemes, change the texts according to your need, add integrations for payment gateways and make the system yours.
Get testimonials & reviews from your customers so that they share your love for HoneyBook with the rest of the world.
You can use this in your marketing collateral, and even give them discounts to get you referrals. This way YOUR brand grows strong!
HoneyBook Key Points:
1. Collaborative Project Management
Collaborative project management is the key to successful business collaboration. With Honeybook, you can have complete visibility into your projects and everyone on your team can stay in sync with ease.
In addition, the time tracking features ensure that all billable hours are accounted for accurately so you don't have to worry about spending too much time on one project or another.
Our premium version even includes an automated invoicing feature that calculates how much should be billed based on tracked time and sends out professional-looking invoices without any input from you.
2. Elegant Invoicing and Payments
The best thing about the invoice module is that it's completely customizable — we offer a bunch of professionally designed templates that'll make your invoices look great.
You can also make payments to HoneyBook subscribers directly from your Honeybook invoice page, so you don't have to worry about updating books or clearing out invoices.
3. File Sharing & Management
Every account comes with unlimited storage for all your files and assets. Whether it's a logo file shared by the CMO, or an excel spreadsheet containing data points about each of your clients' projects, everything is easily accessible whenever you need it using the dedicated drives feature.
4. Data Security
All client information is kept strictly confidential. We implement very stringent security measures to ensure that the highest level of precaution is taken against any unauthorized access attempts, making sure that every bit of sensitive data stays protected and intact.
5. Easy Onboarding and Organization
HoneyBook also simplifies your client onboarding process by allowing you to add clients, proposals, and transactions in one place on the dashboard.
You can also tag them with custom labels like "Pending Payment" or "Billing Soon" to keep things organized and avoid any confusion later on.
6. Customizable Billing Methods & Metrics
This is probably one of our favorite features that we offer exclusively on the premium plan different billing methods for different sized enterprises! For example, if a company bills out on average 1 million dollars a month, it might be better to bill them every month while a small business pays every three months. This helps us keep all of your billing information organized and make sure you don't forget to invoice anything.
7. Online Forms, Surveys & Documents
HoneyBook offers a comprehensive suite of tools for growing businesses looking to streamline their operations.
With online forms, surveys and documents, you can create custom templates that will save everyone involved a ton of time on repetitive tasks. This is a great way for us at HoneyBook to hone in on what our customers need from us!
8. Automated Invoicing with Payment Collection
The best part about the premium service is that we'll send out professional-looking invoices automatically as soon as you've tracked hours for the day or week no more wasting precious time preparing reports or sending out invoices.
In addition to that, we also integrate with a variety of online payment systems so you can bill your clients in real-time and have them pay right from their invoice page.
9. Client Communication
From the client's perspective, they can also keep track of all their projects and tasks conveniently in their user portal.
This is where you'll find all communications between you and your client organized so that everybody stays on top of things with ease. We've found this to be particularly beneficial for businesses that would like to centralize data without compromising on privacy for individual clients.
10. Document Sharing & Approval
When it comes to effective business management, we know that the key is clear and efficient communication and we've made sure we offer you all the tools needed for this!
With our collaboration hub feature, teams can create custom files, upload photos and easily share ideas and feedback. That way, nobody's left out of the conversation and everything gets done on time."
11. File Sharing & Management
HoneyBook accounts come with unlimited storage for all your files and assets, whether it's a logo file shared by the CMO or an excel spreadsheet containing data points about each of your clients' projects.
Everything is easily accessible whenever you need it using the dedicated drives feature.
12. Dedicated Client Portals
HoneyBook doesn't send out mass emails to your clients or force them to look through lengthy reports detailing the hours they've worked. Instead, you can give each of your clients their dedicated portal where you can post all relevant information about their projects and tasks.
13. Data Security
All client information is kept strictly confidential. We implement the same security standards as banks and credit card companies, so you can rest assured that your business is safe on our end.
What are some other alternatives?
HoneyBook has many other alternatives that fit into a wide range of price ranges and clientele. Here are some that we recommend :
• FreshBooks – Offers integrations with more than 10 major software platforms, including QuickBooks, Basecamp, and MailChimp, along with the option to send out invoices for free.
• Zoho Books – In addition to task management features, this service allows you to create custom forms and integrate them directly with your bank account.
• Harvest – This is an awesome tool for freelancers who bill clients hourly or by project instead of on retainer. It manages billing cycles, tracks time spent on tasks, and offers reporting tools so you can visualize your productivity in real-time."
It seems like Honeybook is just the ticket for streamlining your business management operations.
Integrations with major platforms, automated invoicing, and customer-friendly portals are just some of the ways that this service helps you get organized.
In conclusion, this article provides a brief overview of the features offered by HoneyBook and how they compare to other popular time tracking and billing software programs available on the market today.