HoneyBook Vs 17hats Vs ClientVenue: Which is the Best for Client Management?

Client relationship management (CRM) software is a powerful tool that helps businesses manage customer interactions and streamline internal processes. 

In addition to streamlining administrative tasks, a good CRM solution provides a centralized location for storing customer data. This can include contact information, purchase history, customer preferences, and more.

HoneyBook and 17Hats are two of the leading software products in this space, I will discuss the two software and also a great alternative for the both of them you should use. 

HoneyBook vs 17hats: Overview

What is HoneyBook?

HoneyBook is a cloud-based client management software designed specifically for small businesses and freelancers. With this platform, users can effectively manage every aspect of their business, from client consultation to billing. 

HoneyBook offers comprehensive features, including project management, customer bookings, invoicing, online contract signing, and payment tracking.

Despite its visually appealing and whimsical interface, HoneyBook is a serious business application that combines CRM with lead and project management, invoicing, proposal generation, contract management, scheduling, online payment processing, and automated workflows.

It allows you to send booking and invoice reminders automatically.

What is 17hats?

17hats is a cloud-based business management software designed to automate business processes for small business owners, creative entrepreneurs, and freelancers.

The software provides a wide range of features that enable users to streamline their operations and eliminate the need for manual paperwork.

It also has great customer service. Its key features include project management, time tracking, invoicing, payment processing, lead tracking, contract management, and scheduling.

17Hats Bookkeeping lets you link your business bank account directly to your dashboard. Plus, you can automatically import your expenses, which can be a long process for a busy business owner.

Honeybook vs 17hats: Top Features

Honeybook: Top Features

Work activity management

With HoneyBook, users can manage all their business activities in one place. The dashboard shows if there are any new client inquiries, upcoming meetings, approved proposals, or completed projects. Every record of contracts, invoices, and important files is organized in one space for easy access.

Client communication management

HoneyBook organizes all client communication, including emails, messages, and chats, in one place. Users can view the communication history in just a few clicks, ensuring they are always up to date with feedback.

Proposals, bookings, invoice reminders

Users can easily send invoices and payment reminders to their clients, ensuring timely payments. HoneyBook provides secure online payment options to prevent fraud and inaccurate pay transactions.

Additionally, users can send contracts and receive notifications once they are signed, making it easy to manage their overall work process. Users can also send proposals and receive notifications once their clients have reviewed and approved them.

Proposal management

HoneyBook users can see if their clients have viewed the proposals they sent earlier. This is very useful for them because it will give them an idea of how to improve their future proposals, stay updated with tasks and projects, and know who's interested in what services. 

Users can easily upload their work to HoneyBook and check out the comments of their clients on the uploaded file.

App Integration

By integrating with popular apps like Google Calendar, HoneyBook provides a seamless experience for users by ensuring they never miss an event or schedule change. 

The platform automatically sends notifications to users when updates or changes are made to their schedules. This integration feature is particularly useful for businesses that rely on timely scheduling, as it eliminates the risk of missing important events or appointments.

17hats: Top Features

Prospect Management

The app allows you to keep track of the visits of your prospects and sends a pop-up notification when a new prospect is found on your website or blog. This saves time and effort that would otherwise be spent manually searching for prospects or relevant content. 

You can also add contacts from LinkedIn and Facebook by uploading them individually or in bulk as per your preference. The app also includes automated prospect management to easily track important sales statistics.

Automate Payments

With 17hats, you can forward incoming emails from potential clients directly to Gmail, saving them within the app itself without worrying about the location of your inbox. 

Honeybook is a cloud-based customer relationship management software for creative professionals to manage projects. The app's connection with Gmail lets you easily import email contacts that will be added automatically to your CRM.

Revenue Tracking

17Hats enables you to keep track of payments and performance with its smart biller system that automatically calculates the commission for your agents based on the type of policy sold. 

You can customize company logos or download free templates from their website, making it an ideal solution for managing multiple companies under one roof. The app offers a free trial to test it before deciding whether to purchase a monthly subscription.

Collaborative Tools

17hats is an affordable solution that brings all your contacts into one place with its sleek design, making it easier to use than other customer management software. 

The app offers over 100 customizable templates, and you can track who viewed your profile or sent you messages. The app also includes search features through social media accounts.

Honeybook vs. 17hats: Features Comparison

Billing and Invoicing: Honeybook and 17hats offer invoice and billing features that allow businesses to easily generate and send invoices to clients. However, 17hats also includes payment processing options, which Honeybook currently does not offer.

Project Management: Honeybook offers robust project management tools that allow businesses to manage tasks, timelines, and team collaboration. 17hats focuses more on streamlining administrative tasks such as scheduling and client communication.

Customer Relationship Management (CRM): 17hats includes a comprehensive CRM system that allows businesses to track customer interactions, utilize lead capture form, and automate follow-up tasks. Honeybook currently does not offer a built-in CRM system.

Proposal Creation: Honeybook includes a feature for creating custom proposals and quotes for clients, while 17hats does not have this feature.

Integration Options: Honeybook and 17hats offer integration options with other software tools, such as accounting software and calendar apps. However, 17hats offers a wider range of integration options than Honeybook.

Honeybook vs. 17hats: Pros and Cons

Honeybook Pros:

• HoneyBook has a simple and intuitive interface that makes it easy for users to navigate and use the software.
• HoneyBook offers a wide range of features, including project management, invoicing, payment processing, and client management, all in one platform.
• Users can create templates for contracts, proposals, and other documents, saving time and effort.
• HoneyBook integrates with popular tools such as QuickBooks, Google Calendar, and Zapier, making it easy to streamline workflows and improve productivity.
• HoneyBook has a mobile app for iOS and Android devices, enabling users to manage their business on the go.

Honeybook Cons:

• HoneyBook's reporting capabilities are limited, which can be a drawback for businesses that require detailed profit and loss reports.
• HoneyBook has no built-in time-tracking feature, which may be inconvenient for businesses that bill clients based on hourly rates.
• While HoneyBook offers customizable templates, there are limited options for customization beyond templates.
• HoneyBook does not offer a free plan, which can be a drawback for businesses that are just starting or have a limited budget.
• HoneyBook's customer support is limited to email and chat support during business hours, which may not be ideal for urgent issues that require immediate attention.

17hats Pros:

• 17hats automates repetitive tasks, such as invoicing, online scheduling, and contract management, allowing business owners time to focus on their core work.
• 17hats provides a single platform to manage multiple aspects of a business, such as contacts, projects, and finances, making it easier to keep track of everything in one place.
• The workflows in 17hats can be customized to suit the specific needs of a business, allowing for a more personalized and efficient workflow.
• 7hats has a mobile app that allows users to manage their business on the go.
• 17hats integrates with various other apps and services, such as Quickbooks and Stripe, making it easy to connect with other tools a business may already be using.

17hats Cons:

• 17hats has a steep learning curve, and it can take time to fully understand and utilize its features.
• While the workflows can be customized, there are some limitations to the extent of customization, which may not suit the needs of every business.
• The reporting functionality in 17hats is limited and may not provide the level of detail some businesses require.
• 17hats can be expensive for small businesses with limited budgets, as some features require a higher subscription plan.
• Some users have reported issues with customer support, including slow response times and difficulty resolving issues.

Honeybook vs 17hats: Their Similarities

There are several similarities between 17hats and Honeybook, which are:

Automation of business processes: 17hats and Honeybook are designed to automate various aspects of small businesses. They offer features to help businesses streamline workflow, manage clients, create invoices, and schedule appointments.

Customizable templates: Both platforms offer templates for users to create documents such as contracts, proposals, and invoices. This feature helps businesses to create professional-looking documents without spending too much time on design.

Client management: Both platforms allow businesses to manage their clients effectively. Users can track their client's information, communication, and project progress in one place.

Online payments: Both platforms allow businesses to receive online payments from clients. They integrate with various payment gateways, such as PayPal, Stripe, and Square, making it easy for clients to pay for services rendered.

Mobile app: Both platforms have mobile apps that allow users to access their accounts on the go. The apps offer most of the same features as the desktop versions, allowing users to manage their businesses from anywhere.

Honeybook vs 17hats: Their Differences

There are several differences between 17hats and HoneyBook, including:

Pricing: HoneyBook offers only one pricing plan, while 17hats has different pricing tiers based on the number of features and users needed.

Features: While both platforms offer similar features, there are some differences in the details. For example, HoneyBook has a more robust contract and proposal management system, while 17hats has a more comprehensive bookkeeping and accounting system.

Customization: HoneyBook offers more customization options for branding and design, while 17hats has a more straightforward and standardized interface.

Integration: Both platforms integrate with popular third-party tools, but the specific integrations may differ. For example, HoneyBook integrates with QuickBooks, while 17hats integrates with Xero.

Target audience: While both platforms are designed for small business owners and freelancers, HoneyBook strongly focuses on creative professionals such as photographers, event planners, and designers, while 17hats is geared more towards general business management.

Honeybook vs 17hats: Their Pricing

Honeybook Pricing

Honeybook offers three pricing plans: Starter, Unlimited Plan and Unlimited Annual.

Starter Plan: This plan is priced at $9/month and has the following features:

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

Unlimited Plan: This plan is priced at $39/month and has the following features:

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

Unlimited Annual: This plan is priced at $390/year and has the following features:

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

17hats Pricing

17hats offers three pricing plans: Essentials, Standard, and Premier. Each plan includes different features and capabilities, with increasing levels of functionality as the plans go up in price.

The Essentials plan costs $15 monthly and includes basic features such as invoicing, payment processing, project management tools and one online scheduling service. This plan also offers access to a mobile app and the ability to customize your branding.

The Standard plan: This plan costs $30 per month and includes all the features of the Essentials plan, as well as additional tools like lead capture forms, automated workflows, and advanced scheduling. This plan also offers integrations with third-party apps and the ability to track time and expenses.

The Premier plan: This plan costs $60 per month and includes all the features of the Standard plan, plus additional capabilities such as advanced reporting, client portals, and team collaboration tools. This plan also offers a dedicated account manager and priority customer support.

The best alternative to 17hats Vs Honeybook: ClientVenue

ClientVenue

ClientVenue is a cloud-based project management software solution created for the specific needs of small businesses. Its features include comprehensive client management tools, invoicing, scheduling, and payment processing. 

By leveraging its advanced automation and integration capabilities, ClientVenue offers a seamless way for businesses to streamline their client and project management processes.

Features of ClientVenue

Client Onboarding

ClientVenue offers a customizable onboarding process for individual clients, allowing businesses to keep track of their clients and their project progress. Users can create tailored onboarding forms and templates for a smooth, personalized experience. 

This feature can increase client satisfaction and retention rates, as businesses can provide their clients with an efficient and personalized onboarding experience.

Project Management

ClientVenue's powerful project management tool enables businesses to manage projects from start to completion. The visual timeline view allows for easy task planning and progress tracking. Conversations, comments, and notifications are included for each project, ensuring team members stay up-to-date with the latest developments. 

With this feature, businesses can streamline their project management processes and ensure that projects are completed on time and within budget.

Integrations

ClientVenue lets users connect easily with popular third-party services and apps like Google Drive and Slack. The software's automation capabilities are available to users who integrate their accounts, allowing businesses to fully utilize its automation features. 

This feature saves time and effort by automating tasks and eliminating the need for manual data entry.

Client Portal

With ClientVenue's client portal feature, businesses can create a customized portal for clients, assign tasks, and collaborate securely and conveniently. The client portal provides a single place for clients to access project-related information, files, and updates. 

This feature helps businesses maintain strong relationships with their clients by giving them easy access to project information and updates.

Daily Standups

ClientVenue's daily standup feature allows teams to set up daily meetings to keep everyone updated on tasks, progress, and priority items for the day. This feature helps teams stay aligned and work more efficiently, ensuring everyone is on the same page and that projects progress.

Reports

ClientVenue's reports feature allows businesses to track project progress, identify areas for improvement, and create detailed insights into teams. Reports provide valuable data to help businesses make informed decisions and optimize their project management processes. 

With this feature, businesses can better understand their project and team performance and make data-driven decisions to improve their processes.

Invoice Management

With ClientVenue's invoice management feature, businesses can manage and track invoices in the same place as tasks. This makes it easy to maintain billing and ensure timely payments. 

This feature helps businesses to manage their finances more efficiently and reduce the risk of late payments.

Timesheets

ClientVenue's timesheet feature lets businesses track time spent and tasks completed. Timesheets help businesses monitor their teams' productivity and identify improvement areas. With this feature, businesses can optimize their team's performance and ensure they use their time effectively.

Company Branding

With ClientVenue's branding feature, businesses can customize project boards with brand colors, logos, and fonts. This can help to strengthen brand recognition and reinforce the company's identity. 

This feature helps businesses to maintain a consistent brand image across all their projects, enhancing their brand's reputation and credibility.

ClientVenue Pricing

ClientVenue offers two subscription plans: Professional and Enterprise. Both plans come with a fully-featured 14-day free trial. Clients who opt for an annual subscription can enjoy an additional two months for free. Below is a detailed breakdown of each plan:

Professional Plan: This plan is priced at $21 per month and has the following features

• 100 GB of Collaborative Team Storage
• Client Accounts
• All Integrations
• White Label Portal
• Priority Support
• Unlimited Unlimited Projects

Enterprise Plan: This plan is priced at $33 per month and has the following features

• 250 GB of Collaborative Team Storage
• Custom Integrations
• Custom Workflows
• Personalized Onboarding
• Dedicated Account Manager

Why choose ClientVenue over 17hats and Honeybook

Project management software options are plentiful, with popular choices like Honeybook and 17hats available. However, ClientVenue sets itself apart by offering several key advantages.

Firstly, ClientVenue excels at task management with its unparalleled flexibility. Users can assign tasks to individuals or groups and break them into subtasks for improved organization and tracking. 

Moreover, the platform allows task dependencies, linking tasks together and enabling teams to work more efficiently.

In addition, ClientVenue boasts a range of project management features that make it an excellent choice for businesses. Collaboration tools, time tracking, and customizable workflow options ensure users can manage their projects successfully. 

Users can tailor the system to their requirements, resulting in a highly organized and productive project management experience.

Lastly, ClientVenue is highly cost-effective compared to 17hats and Honeybook. Despite providing comparable functionality, ClientVenue offers a much lower service cost. Furthermore, the platform provides a free plan for users to start immediately.

Conclusion

ClientVenue is an exceptional project management tool that stands out from the competition with its user-friendly interface, comprehensive range of features, and customizable settings. Its powerful and flexible platform makes it an excellent choice for businesses of all sizes that need a robust and reliable project management tool to keep their projects on track. 

Whether working on a large-scale project with a complex workflow or a smaller project requiring streamlined communication, ClientVenue has everything you need to succeed.

One of the key advantages of ClientVenue is its range of features. It has everything you need to manage a successful project, from task management to collaboration tools and time tracking. 

The platform's flexible workflow options also allow you to customize the system to meet your requirements, ensuring you stay organized and productive. 

Whether you need to assign tasks to individuals or groups, break them down into subtasks for improved organization and tracking, or use dependencies to link tasks together, ClientVenue provides unparalleled flexibility in task management.

In addition to its capabilities, ClientVenue provides detailed analytics and reporting tools that enable users to monitor project progress and keep stakeholders up-to-date on its status. 

These features provide valuable information that empowers project managers to make informed decisions and ensure timely completion.

With ClientVenue, you can track project progress, identify areas for improvement, and create detailed insights into teams, providing valuable data to help businesses optimize their project management processes.

Sign up today and get more out of your business.