HoneyBook Reviews

It is a cloud-based CRM solution for small businesses and freelancers that allows them to manage all aspects of their business, from consultation to billing. Users can use the platform to manage projects, book customers, issue invoices, sign contracts online, and track payments.

HoneyBook Reviews

What is Honeybook?

HoneyBook isn't just a customer relationship management (CRM) solution, and it costs $39 per month for the Unlimited Monthly Plan. It's actually intended to serve as an all-in-one management platform for a wide range of extremely tiny firms. HoneyBook has a very user-friendly interface that borders on the whimsical, but don't be fooled by its laid-back appearance.

It is a cloud-based CRM solution for small businesses and freelancers that allows them to manage all aspects of their business, from consultation to billing. Users can use the platform to manage projects, book customers, issue invoices, sign contracts online, and track payments.

This is a real business application that combines CRM with lead and project management, invoicing, proposal generation, contracts, scheduling, online payments, and automated processes.

Each HoneyBook subscription allows businesses to have an unlimited number of projects and clients, ensuring that they are not overcharged as their businesses develop. This pertains to one of HoneyBook's most appealing features: its attitude to customers is welcoming and flexible, in contrast to many of the more rigid SMB systems we've examined in the past.

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • Mobile - Android
  • Mobile - iPhone

SUPPORT

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

TRAINING

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

HoneyBook Features

  • Access Controls/Permissions
  • Alerts/Notifications
  • Appointment Scheduling
  • Billing & Invoicing
  • Billing Portal
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Canned Responses
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Contact Database
  • Contact Management

HoneBook Pricing Structure

1. Starter Plan

$9/month

  • Access to all features
  • Limited to $10k in total transactions
  • Up to 6 months of concierge support
  • Free Trial

2. Unlimited Plan

$39/month

  • Access to all features, plus
  • No limit on transactions
  • Unlimited concierge support
  • Add unlimited team members
  • Free Trial

3. Unlimited Annual

$390/Year

  • Access to all features, plus
  • No limit on transactions
  • Unlimited concierge support
  • Add unlimited team members
  • 17% savings
  • Free Trial

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 are 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.

Pros and Cons of HoneyBook

Pros:

  • You can track projects in a visual way from start to finish.
  • Its UI is sleek and very easy to use.
  • It also features a mobile app which is both available on iOS and Android to help you manage your business on the go.
  • It is good for creative entrepreneurs to manage their whole working process.
  • Professionalism and ease of sight features.

Cons:

  • The biggest downside of HoneyBook is the lack of payment integrations.
  • There is no Stripe or PayPal integration and you are tied to using their own payment gateway.
  • There’s only a 7-day trial, which might be too short to fully test the tool.
  • The email feature within HoneyBook can be a bit confusing.