Customer relationship management (CRM) is a technology that allows you to manage all of your company's relationships and interactions with current and prospective customers. The goal is straightforward: to strengthen business relationships. A CRM system assists businesses in staying connected to customers, streamlining processes, and increasing profitability.
When people talk about CRM, they usually mean a CRM system, which is a tool that aids in contact management, sales management, productivity, and other areas.
A CRM solution enables your organization to focus on individual people — such as customers, service users, colleagues, or suppliers — throughout the lifecycle of the relationship, including finding new customers, gaining their business, and providing additional services.
HoneyBook and Bonsai are two of the most successful CRM platforms on the market. With this article, I hope to compare all of their features and provide a detailed explanation of which one will best suit your needs.
Let us begin with HoneyBook.
HoneyBook is a cloud-based CRM solution that allows small businesses and freelancers to manage all aspects of their business, from consultation to billing.
The platform allows users to manage projects, book customers, send invoices, sign contracts online, and track payments.
It's designed to be an all-in-one management platform for a wide range of extremely small businesses. HoneyBook has an extremely user-friendly interface that borders on the whimsical, but don't be fooled by its relaxed appearance.
CRM is combined with lead and project management, invoicing, proposal generation, contracts, scheduling, online payments, and automated processes in this real-world business application. Before diving into the client portal, it's a good idea to compare HoneyBook and Bonsai.
HoneyBook Pricing Structure
Top Honeybook Features and Benefits
- Oversee Work Activities
Users can use HoneyBook to stay on top of their businesses and keep track of what's going on with all of their projects.
They can see in the dashboard if there is a new client inquiry, upcoming meetings, if the proposal they sent was approved, or if a project has been completed.
Every contract, invoice, and important file is also organized in one place so that users can save time looking for them and simply access them. Customized Dashboards Make It Easier
HoneyBook users can personalize their dashboards and views. Users can customize what they see on their dashboard, add new metrics, and use different filters.
For example, if you are a small contractor who typically works on a time-rate basis, HoneyBook allows you to create a filter that alerts you when a proposal is approved.
Users of Honeybook can also consolidate alerts in one place and receive notifications about what's going on in their business.
2. Maintain Contact With Clients
Because HoneyBook organizes all client communications, whether via email, message, or chat, users will always remember what changes to make in their projects.
Users can view their communication history with a few mouse clicks. They will be kept up to date in this manner.
Managers can keep track of their team members' performance. It's simple to create milestones, track progress, and send approvals or feedback.
Tasks are also simple to manage because everything is in one place. HoneyBook has a new design that includes high-quality graphics, plugin support, regularly updated UI elements, and custom branding options.
3. Sending Invoices, Contracts, and Proposals
- Users can easily send invoices and payment reminders to their clients using HoneyBook. This action will ensure that users are paid on time for their services. HoneyBook also has a secure online payment system, so users don't have to worry about fraud or inaccurate payment transactions.
- HoneyBook also has the ability to send a contract and notify the user once it has been signed. The same is true for submitting proposals. Once a user's client has reviewed and approved the proposal, he or she will be notified. These are all simple methods for managing the user's overall work process.
HoneyBook Pros and Cons:
You can visually track projects from start to finish. Its user interface is sleek and simple to use.
It also includes a mobile app for iOS and Android to help you manage your business on the go.
It is beneficial for creative entrepreneurs to manage their entire work process. Professionalism and readability are highlights.
The main disadvantage of HoneyBook is the lack of payment integrations.
There is no integration with Stripe or PayPal, and you must use their payment gateway. There is only a 7-day trial period, which may be insufficient to fully test the tool.
The email feature in HoneyBook can be a little perplexing.
Hello Bonsai is an online CRM software that helps solopreneurs, freelancers, and other small business owners with contracting and invoicing.
Users who manually process invoices and payments are said to get money faster when using the tool.
It includes standard CRM features such as proposal and contract management, pipeline management, freelancer-specific tools such as freelancer rate, time tracker, and self-employment tax calculators, as well as other features that we'll cover later in this article.
It provides freelance proposals as well as contracts. It is in charge of your freelance invoices and payments. It aids in the tracking of your expenses.
It assists you in managing your clients and leads. It's also a project management app and a time tracker. Hello Bonsai Vs Honeybook is essentially intended to assist you with all aspects of your freelancing.
Hello Bonsai Pricing Structure
What does Hello Bonsai provide you?
1. Attracts More Work
In just a few clicks, you can create organized proposals with clear figures, allowing you to complete agreements more quickly.
2. Protects Your Company
Simply answer a few questions to generate a pre-approved contract template. After you press the submit button, the contract can be e-signed in minutes.
3. Aids in the maintenance of your organization
Ongoing tasks will be managed in one location by organizing clients. Organize all of your documents, files, and payments for both you and your customer in one location.
4. Assists you in keeping things simple.
Keep track of how much time you spend working, complete timesheets automatically, and smoothly transition between tasks throughout the day.
5. Get paid faster
Create and modify invoices, receive payment reminders automatically, and learn about payment timelines.
6. Increases your efficiency
Simple project task management can help you organize your day. Keep track of how much time you spend on each job and stay informed.
7. Automates your finances
You won't have to worry about your freelancing money if you have automatic cost monitoring, income reporting, and anticipated tax planning.
8. Aids in client consultations
To design your own forms and surveys for clients and project kick-offs.
Hello Bonsai Features
- Hello Bonsai gives you the ability to create proposals using a variety of templates. With Bonsai, you can easily create and edit proposals.
- You can also share the events and tasks with other plan members. This is useful when you want to share information with the team.
- You can receive notifications in Bonsai when new proposals are created. It also enables you to communicate with your customers via email or task messaging.
- Email and task integration is a fantastic feature because it allows everyone to work within the same project structure. It also facilitates communication by keeping everyone on the same page at all times.
- When your proposal is opened, Bonsai notifies you. It automatically sends reminders to interested parties about an event or project when the proposal status changes. This is useful for keeping the customer informed about the status of their proposal.
2. Task Tracking
- Bonsai has a Task concierge that allows you to track every minute spent on a task. You can easily track how much time was spent on each project. The best part is that it syncs with your calendar to show you how much time you spend on projects.
- Bonsai also makes it simple to keep customers up to date on task completion via email or task messaging.
- It sends you a series of notifications about upcoming events (i.e., proposal due date). If the events are sent automatically when the status of the proposal changes. This is useful for keeping the customer informed about the status of their proposal.
3. Customer Relationship Management
- Bonsai makes it simple to use by allowing you to create a contacts list, organize your contacts into lists, and receive notifications when tasks or events are assigned to specific people for bulk emailing. Integration with your email is extremely beneficial if you want it to act as your personal assistant. It can assist you in automating tasks or providing reminders.
- Bonsai allows you to invite other plan members, resulting in improved communication channels that are automatically sent when the proposal status changes.
- This is useful for keeping the customer informed about the status of their proposal. Integration with your email is extremely beneficial if you want it to act as your personal assistant. It can assist you in automating tasks or providing reminders.
4. Create Customized Forms & Surveys
- Design Customized Forms and Surveys
- Easily Create client-specific forms and surveys to help you collect more detailed information from clients while remaining professional between the two of you.
- Many advantages can be gained by customizing surveys, formulations, and Reminders.
- Send Event Invitations and RSVPs Schedule customer meetings, assign tasks, and receive notifications about upcoming events (i.e., proposal due date) ails allows you to store all of your contacts in one location.
5. Invoices & Tax Invoices
Invoices and Tax Invoices
Automatic Invoice Calculations for Taxes Using Accounting Data to Make Your Financial Life Easier Notifies you of invoice due dates and sends you notifications when an invoice is ready.
Easy-to-read bar graphs to view your company's profit and loss data, allowing you to easily analyze your financial situation. When using Bonsai, you can switch between multi-currency and single currency mode at any time.
It has a lot of features.
It also has a comprehensive tax and accounting system (which must be purchased as an add-on) that can save you a significant amount of time.
They also have an iOS and Android app.
The application is intended for freelancers.
If you have a large number of team members or tasks, it may not be the best tool for managing an agency.
It's entirely up to you, but the Bonsai pricing structure may not be suitable for freelancers in any given month. However, if you run an agency with a lot of freelancers and clients, they might be a good fit.
Hello Bonsai is best suited for small businesses or freelancers with fewer than ten employees.
HoneyBook is best suited for small businesses or freelancers with fewer than ten employees. Although there is no free trial version available, the company provides a 60-day money-back guarantee after purchase.
Finally, both Bonsai and HoneyBook are excellent tools that bear no resemblance. You can use them both to complete various tasks.
However, Bonsai is better suited for freelancers looking to organize their work with a small number of clients, whereas HoneyBook is best suited for small businesses or freelancers with a small number of employees.
What if I told you there is a new entrant in this space that offers all of this and much more at a very reasonable price?
ClientVenue is a one-stop shop for all of your needs in the pursuit of selling your productized service, maximizing profit, and building long-term relationships with your clients.
ClientVenue is one of the most powerful and user-friendly Client Management Platforms on the market today, and it has been used to productize the services of a number of brands.
Its advanced platform, as well as its quality of life features, have helped my business run as smoothly as possible, with many clients being so impressed that they have inquired about this product for future use!
Now, rather than getting into the nitty-gritty of how a CRM software works at this point, I'll tell you about some of the reasons why ClientVenue is the best client portal software to meet all of your needs.
- It helps you create the easiest onboarding experience for your client
It assists you in creating the simplest onboarding experience for your client.
Most of the time, the first impression you make is the best chance for you to retain your client even before the work begins.
A smooth Client Onboarding Process speaks volumes about your professionalism and credibility.
Clientvenue's integrated client automated onboarding process allows you to focus on how your organization grows rather than getting bogged down in routine tasks.
3. Integrates with the best known tools available on the web
Integrates with the most well-known tools available on the web Clientvenue does an excellent job of selecting the best tools to connect your organization, ensuring clarity in communication and seamless integration to ensure you and your client are always on the same page.
Simply sign up for any tool (for example, Slack) and it will connect to your clientvenue workspace.
All you have to do is provide Clientvenue with your unique reference code, registered website, or registered license information, and it will take care of the rest.
Furthermore, this list is not exhaustive because Clientvenue is constantly integrating more and more critical tools, such as Hubspot and LiveChat, to name a few.
Both HoneyBook and Bonsai have their niches and are excellent standalone products, but they don't come close to ClientVenue as a CRM portal.
Since I began using ClientVenue, my company has always been ahead of the competition in terms of both technical and quality of life features.
Running an agency?
Clientvenue is an all-in-one client portal and client requests management software.Learn more