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HoneyBook vs Bonsai: The Ultimate Comparison

HoneyBook vs. Bonsai! As a small business owner, which CMS is best for you? Both of these systems have significant advantages and disadvantages. Continue reading to find out what we think about the HoneyBook vs. Bonsai dispute!

HoneyBook vs Bonsai: The Ultimate Comparison

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, productivity, and more.

A CRM solution helps you focus on your organisation’s relationships with individual people — including customers, service users, colleagues, or suppliers — throughout your lifecycle with them, including finding new customers, winning their business, and providing support and additional services throughout the relationship.

HoneyBook and Bonsai are two of the leading CRM platforms with a proven track record of success. With this article I try to compare all of their features and come up with a detailed explanation on which one will suit your needs perfectly.

Let’s start with HoneyBook.

HoneyBook

HoneyBook 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.

It's 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 doesn't be fooled by its laid-back appearance.

This is a real business application that combines CRM with lead and project management, invoicing, proposal generation, contracts, scheduling, online payments, and automated processes. HoneyBook Vs Bonsai is a great topic to explore before venturing into the client portal.

HoneyBook Pricing Structure

Top Honeybook Features and 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. Efficient with Customized Dashboards
  • HoneyBook allows users to customize their dashboards or views. Users can adjust what they want to see on their dashboard, include new metrics, and use different filters.
  • So for example, if you are a small contractor who usually works on a time rate basis, HoneyBook lets you create a filter alerted when a proposal is approved
  • Honeybook users can also consolidate alerts in one place and be notified about what's happening in their business.

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.
  • Managers can monitor the performance of their team members. It’s easy to set up milestones, monitor progress, and send approvals or feedback.
  • Tasks are also easy to manage since everything is available in one place. HoneyBook offers an improved design with high-quality graphics, plugin support, regularly updated UI elements, and provides custom branding options.

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. In using Honeybook, clients will never struggle to find an honest contractor because HoneyBook provides a list of verified contractors.
  • Users can also search among the best local pros for their project to make sure they hire reliable people.

5. Security with Verified Profiles

  • Whoever you want to hire through HoneyBook, users are assured of contractors. HoneyBook’s main focus is establishing trust among professionals and clients.
  • Contractors can't fake their profiles because HoneyBook does background checks on all the people they will recommend on their website.
  • This platform also has an interactive verification process that lets users see if someone is telling the truth about themselves or not like the book is a trusted community where more than 500,000 professionals and clients have been verified to be real.

HoneyBook Features

  • Access Controls/Permissions: HoneyBook is a platform that helps professionals manage their businesses. It gives access control options users have the option to turn off access to a particular event, a user’s profile, or even an entire organization. HoneyBook provides notifications that will significantly help users manage their projects. It keeps them updated on any change or progress in their project because it notifies when someone opens an email, sends
  • Alerts/Notifications: As communication is essential for a successful business, which is why HoneyBook offers great communication tools to help users stay informed. Users can receive notifications when they’re invited to a conversation when there are new people following them, and even when someone comments on an event.

HoneyBook lets users receive alerts in one place so that they don't miss any important updates or messages.

  • Calendar Management: Honeybook has a very convenient calendar feature that helps manage events from all aspects. Users have the option to sync unlimited calendars under their account from different sources such as Google Calendar, Facebook Events, Outlook Calendar, etc.

Once added, it will be available in the calendar section under each user's profile page where they can properly organize the calendar and easily drag and drop events. Users can also make sure to properly organize their calendar by creating different categories like personal, work, school, etc…

This makes it easier for users to filter through what is important to them without missing an important meeting or event.

  • Appointment Scheduling: HoneyBook has a platform that helps schedule appointments with clients or coworkers in no time. Before they conduct business meetings, users want to be prepared first before talking face-to-face.

This is why this platform offers appointment scheduling that lets users set up times and dates for future conversations; then they won't waste each other’s time when it doesn't work out with the client's schedule.

Members have the option to add a private note to an appointment. This is very helpful because it will let the user know why they want or need that specific time for their business meeting with that specific client.

  • Billing & Invoicing: HoneyBook has an integrated billing system where users can easily track their projects’ hours and submit bills straight from their HoneyBook account.

Users don't have to worry about invoicing clients manually because this tool lets them create multiple project types like fixed price, hourly, milestone-based, design contest, etc. Users also have the option to set up billing rates per project type so they'll never forget about changing those rates whenever they feel it's necessary.

  • Billing Portal: All of this is managed and tracked through the user's personal HoneyBook portal which shows all the different projects they have.

This portal gives them an overview of projects' statuses, how much time they've spent on each project, money collected from clients, total costs of a project, etc. This makes it easier for users to manage their time and finances

  • Calendar/Reminder System: HoneyBook lets its users create different reminders from repeating to single alerts. They can also provide default settings like priority levels, urgency levels, and notify them with specific tones and sounds depending on the level assigned.

This is very beneficial because the alert system lets clients know that you're working on their project or event as long as they have an account in HoneyBook.

  • Canned Responses: Users also have the option to use canned responses so they don't have to wait for your response.

Users can also easily create personalized properties with a click of a button. This includes adding contact information, company name, and profile picture that will automatically be added to different projects or contacts.

  • Client Portal: HoneyBook's client portal allows users to edit notes for each client individually. They can also upload files like logos, images, etc.

Users can even send messages directly to the client through this portal making it easier for them to communicate with clients on their events or project updates.

They can expect instant feedback from their clients because they'll receive notifications whenever new messages are coming in; this plays an important role when saving time is crucial during business meetings.

Updates about the project or event should be communicated to clients through this portal.

  • Collaboration Tools: HoneyBook also offers different collaboration tools that help users work together on a project. This includes a chat feature for real-time messaging and a task list where users can assign tasks to other members of their HoneyBook account.

They can even share their calendar events with other members, including notes made inside each calendar entry.

Users can communicate efficiently by sending messages privately within the tool as well as assigning tasks from one person to multiple team members.

This is helpful because it lets users save time and avoid duplicating work by letting them delegate projects and tasks with just one click of a button; problems like miscommunication wonder planning made easy

This helps save time and achieve more effective results since everyone's following guidelines or industry-standard guidelines.

Pros and Cons of HoneyBook

Pros:

  • You can visually track projects from start to finish.
  • Its UI is sleek and very easy to use.
  • It also features a mobile app that 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 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.

Hello Bonsai

Hello Bonsai is an online CRM software that makes contracting and invoicing easier for solopreneurs, freelancers, and other small company owners.

Users who process invoices and payments manually are said to get money faster using the tool.

It includes standard CRM capabilities like proposal and contract management, pipeline management, freelancer-specific tools like freelancer rate, time tracker, and self-employment tax calculators, as well as other features that we'll discuss later in this piece.

It offers freelance proposals and contracts. It handles your freelance invoices and payments. It helps you with tracking your expenses.

It helps you manage your clients and leads. Also, it’s a project management app and time tracker. Essentially, Hello Bonsai Vs Honeybook is designed to help you with every aspect of your freelancing.

Hello Bonsai Pricing Structure

What does Hello Bonsai provide you?

1. Attracts More Work

You can create organized proposals with clear figures in only a few clicks, allowing you to complete agreements faster.

2. Safeguards Your Business

Simply complete a few questions to create a contract template that has already been reviewed. The contract may be e-signed in minutes after you press submit.

3. Helps you maintain your organization

By organizing clients, ongoing tasks will be managed in one location. Organize all of your papers, files, and payments for you and your customer in one place.

4. Assists you in maintaining simplicity

Keep track of how much time you spend working, automatically complete timesheets, and transition between tasks smoothly throughout the day.

5. Get paid sooner

Create and modify invoices, get payment reminders sent to you automatically, and get information on payment timeframes.

6. Boosts your efficiency

Simple task management on your projects can help you organize your day. Keep track of the time spent on each job and keep informed.

7. Makes your finances automated

When you have automatic cost monitoring, income reporting, and anticipated tax planning, you won't have to worry about your freelancing money.

8. Helps you consult with your clients

To create your customized forms and surveys for clients and project start-ups.

Hello Bonsai Features

1. Proposals

  • Hello Bonsai lets you create proposals with a variety of templates. With Bonsai, Creation, and editing of proposals with ease.
  • You can also share the events and tasks with other members in your plan. This is helpful when you want to share stuff with the team
  • In Bonsai, you can get notifications about creating proposals. It also lets you communicate with your customers whether via email or task messaging and task messaging
  • Email and task integration is a superb feature because it helps everyone work according to the same project structure. It also makes communication easier, having everyone on the same page all time.
  • Bonsai notifies you when your proposal was opened. It sends reminders to interested parties about an event or projects that are automatically sent when proposal status changes. This is helpful to keep the customer updated about their proposal’s process.

2. Task Tracking

  • Bonsai has a Task concierge that lets you track every minute of your time spent on a task. You can easily monitor how much time was spent on different projects. the best part of the syncs with your calendar to give you details on how much time you spend on projects.
  • Bonsai also makes it easy for you to update customers on tasks completion through email or task messaging.
  • It gives you a set of alerts about upcoming events (i.e., proposal due date). If the events are automatically sent when the proposal status changes. This is helpful to keep the customer updated about their proposal’s process.

3. Customer Relationship Management

  • Bonsai has an easy way of using it by creating a contacts list, organizing your contacts into lists, and getting notified when tasks or events are assigned to certain people for sending bulk emailing. Integration with your email is very useful if you want it to act as your assistant. It can help you automate tasks or give reminders
  • Bonsai lets you invite other members in the plan, creating better communication channels that are automatically sent when proposal status changes.
  • This is helpful to keep the customer updated about their proposal’s process. Integration with your email is very useful if you want it to act as your assistant. It can help you automate tasks or give reminders

4. Create Customised Forms & Surveys

  • Easily Create Client-Specific Forms & Surveys That Help You Get More Detailed Information from Clients, But Will Still Help Keep Things Professional Between the Two of You.
  • By customizing surveys and formulations and Reminders you can gain many benefits.
  • Send Invitations and RSVPs to Events, Schedule Meetings with Customers, Assign Tasks, and Get Notifications about Upcoming Events (i.e., proposal due date)ails allow you to add all your contacts in one place

5. Invoices & Tax Invoices

Automatic Invoice Calculations for Taxes With Accounting Data to Make Your Life Easier When It Comes to Finances. Informs You of Invoice Due Dates and Gives Reminders When an Invoice Is Ready.

Easy-to-Read Bar Graphs to See Your Business's Profit and Loss Data, So You Can Analyze Your Financial Situation Easily. Choose Between Multi-Currency and Single Currency Mode at Any Time When Using Bonsai.

Pros:

  • It's very feature-rich.
  • It also has a comprehensive tax and accounting system (which you must purchase as an add-on), which can save you a lot of time.
  • They have an iOS and Android app as well.

Cons:

  • The application is designed for freelancers.
  • It may not be the best tool for managing an agency if you have a large number of team members or tasks.

It's really up to you, but the pricing structure of Bonsai might not be suitable for freelancers in any given month. However, if you're running an agency with multiple freelancers and clients, then they may be a good choice for you.

Hello Bonsai is best suited for small businesses or freelancers who do not have a large number of employees.

HoneyBook is best suited for small businesses or freelancers who do not have a large number of employees. Although there is no free trial version, the company offers a 60-day free guarantee after the purchase.

In conclusion, Bonsai and HoneyBook are both great tools that do not share any resemblance. You can use them both to accomplish different tasks.

However, Bonsai is more suitable for freelancers looking to organize their works with clients who are not large in numbers while HoneyBook is best suited for small businesses or freelancers who do not have a large number of employees.

Now, what if I told you there is a new entrant in this space which is offering all of this and much more at a very affordable pricing structure?

ClientVenue is a one stop shop for all your needs in the pursuit of selling your productized service, deriving maximum profit and establishing good and lasting relations with your clients.

ClientVenue is one of the most powerful and easy to use Client Management Platforms currently in the market and has been used by a number of brands to productize their services.

Its advanced platform along with its quality of life features have made my business function as smoothly as it can with many clients being so impressed that they have enquired about this product later for their personal use!

Now I won’t be diving into the intricacies since at this point you should have enough knowledge on how a CRM software functions, I will instead tell you about some features why ClientVenue is the best client portal software to fulfill every need of yours.

1.It helps you create the easiest onboarding experience for your client

The first impression you is most of the time the best chance for you to retain your client even before the work commences.

A smooth Client Onboarding Process speaks about your professionalism for itself and lends you credibility.

Clientvenue's integrated client automated onboarding process will help you focus more on how your organization scales rather than getting stuck doing routine work.

3. Integrates with the best known tools available on the web

Clientvenue does a perfect job and preselects for you the best tools to link your organization ensuring clarity in communication and seamless integration to ensure both you and your client are on the same page at all times.

You just need to signup for any tool (for eg. Slack) and it will seamlessly link to your clientvenue workspace.

All you need to do is to provide Clientvenue with the unique reference code, registered website or your registered licence details and it will automatically take care of the rest.

Also, this list is not exhaustive because as we speak Clientvenue is continuosly integrating more and more essential tools such as Hubspot and LiveChat to name a few.

Conclusion
Both HoneyBook and Bonsai have their niche and are very good as standalone products, they don't even come close when it comes to ClientVenue as a CRM portal.

With both the technical and quality of life features; my business is always ahead of the market since I've started using ClientVenue.

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