HoneyBook Pricing, Features, Reviews & Comparison of Alternatives

HoneyBook

Client management for freelancers & SMBs

4.84/5 (328 reviews)

HoneyBook overview

What is HoneyBook?

HoneyBook is a cloud-based CRM solution designed for small businesses and freelancers that helps users to manage business processes, from consultation to billing. The platform enables users to manage projects, book customers, send invoices, sign online contracts and manage payments.

HoneyBook offers task management functionality that allows users to view and track different stages of a project. Users can store their invoices, contracts and other documents in one place. They can also respond to customers with automated appointment requests and follow-ups using custom templates and notifications.

To help users keep on top of their workload, HoneyBook allows task reminders to be created, and automated payment reminders can be sent based on project payment due dates. HoneyBook facilitates secure online payments within the system and contracts can be signed digitally. The solution also provides users with the necessary tools to track reservations, payment schedules and leads automatically. HoneyBook can be integrated with third party tools such as Calendly, QuickBooks, Zapier, Google Calendar, Gmail, and more to create seamless workflows and data synchronization.
www.honeybook.com

Pricing

Starting from
$40/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
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HoneyBook user reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.7
  4.8
Christina Scalera

The Best Client Management Resource-- goes beyond normal software

Used daily for 2+ years
Reviewed 2019-09-20
Review Source: Capterra

Before I used HoneyBook, I had tried several other client management platforms. All of them were clunky, and often I'd have to hunt around for things in the interest of the app developer's attention to folders and organization. What a mess! I'm so glad I switched to HoneyBook. They've consistently made product improvements and seem to really care about their customers. It gets easier and more fun to use every day, with just enough features to accomplish what I need without overwhelming me. I highly suggest this to anyone who is managing multiple clients, especially if you have client projects that tend to go dormant for awhile then pick back up.

Pros
I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried.

Cons
It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use.

Response from HoneyBook


Christina, thank you for you being a HoneyBook member! We are so happy to hear that HB allows you to manage your clients in a fraction of time of other systems! Our Product Team works hard to consistently meet and exceed our members expectations. Thank you for the feedback on the default email templates. I will share with our team. Incase you didn't know, you can edit the default templates text and format to meet your needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Alyssa Parr

Using HoneyBook is like having a personal sales assistant helping me run my business 24/7

Used daily for less than 6 months
Reviewed 2020-09-01
Review Source: Capterra

Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook! Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.

Pros
Honeybook is incredibly intuitive and easy to use. Luckily, I started using it when I began my business, so I didn't need to transfer any existing CRM or sales data over. When I was onboarding, HoneyBook's support staff loaded in a bunch of pre-designed templates specific to my industry. They also took images I sent them of my products and prices and turned them into usable sales proposals. That alone has saved me WEEKS of time that I would have had to spend learning how to use HoneyBook and manually inputting my content.

Cons
The time tracker does not function to the extent that I need it to. I currently use Time Doctor to track my time, but it would be nice if I could keep everything in HoneyBook. Also, I oftentimes don't see my reminders for following up with "tasks" for clients in my projects pipeline. If there's a way to have those notifications automatically sync with my personal google calendar and send me an email reminder, that would be helpful. Pipedrive's CRM and sales pipeline does a really great job of showing urgent prospects to follow up with. I think it color-codes them too. Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. The notes are also not displayed in a way that's very easy to read. It would be nice to add bullets, bold text, underline, etc. Pipedrive does a really great job of showing all of the email threads and notes between clients and multiple team members in their CRM. Also, the first time I sent an invoice, HoneyBook automatically included a place for gratuity/tip. I've now figured out how to turn that setting off, but I couldn't see that it was automatically included in my invoice ahead of time. With my business (and I think most), they will never need gratuity, so I think that's kind of an odd setting. Maybe instead of having to click and review the settings in the left side bar of invoices, there could be an extra prompt to review those settings before the user sends the proposal to their client.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Harley Maile

Best thing you never knew you needed

Used daily for less than 6 months
Reviewed 2021-01-14
Review Source: Capterra

Absolutely amazing!

Pros
Ability to quickly and easily create and send invoices as well as easy payments!

Cons
When I first started I was so overwhelmed with all they have to offer, but after signing up for their free webinar/tour it answered so many of my questions. So I guess put simply, the learning curve?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Paige Eden

Not User Friendly - Difficult Learning Curve

Used weekly for 1-2 years
Reviewed 2018-06-07
Review Source: Capterra

Pros
Keeps contracts in one place, able to accept credit cards. You can network with other vendors, and they seem to really concentrate more on this than actually developing software that works well.

Cons
I am a "founding" Honeybook user and bought the lifetime membership. At first, HB was very convenient. The learning curve was very frustrating as the online software had many MANY bugs. It still does. The entire premise behind the software was to free up your time, have all your projects in one place, sign contract, get paid, etc. Yes, great idea! However, the software has so many glitches! You're not able to even edit a person in your contacts. Their customer support team used to be great you could actually message a real person - now you have to wait a day or two to get an email answer and most of the time they just send you a link to deal with your problem. Once you email your client the contract, everything goes down the Honeybook "rabbit hole". My clients are tech savvy and they can't even figure out Honeybook - the emails that I've received from frustrated clients is numerous. Save your time and money and get another online software that will actually do the job - like Sprout Studio or Dubsado. Wish I would have done that from the beginning. Regretting my purchase since my lifetime "membership" isn't transferrable and Honeybook continues to make money off of me by accepting credit card payments. I looked at 17hats, which also didn't have great reviews before I purchased Honeybook. Moving on, however, I'm assuming that the process will not be easy transferring existing contracts and other office files.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Sarah Gartlan

Definitely a game changer!

Used daily for less than 6 months
Reviewed 2020-10-01
Review Source: Capterra

Pros
I love how organized I feel using this product - I can see at a glance where I am in the process with all of my clients and it is amazing to pull up all the correspondence with each client in one place. It has made a world of difference and I am beyond happy with it!

Cons
The thing I like least is the limitation when building templates for contracts, proposals, questionnaires, etc. - I am in the business of photography and delivering beautiful images is what sets my soul on fire! I wish I could add some of my images into some of my documents and have full control over the size and their location in the document. The way it is set up right now is a square crop on any image which can only be left, center, and right page. Dubsado has the leg up on Honeybook in that regard but otherwise I am totally happy with Honeybook.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 9/10

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HoneyBook pricing

Starting from
$40/month
Pricing options
Subscription
Free trial
View Pricing Plans

$40/month when paid monthly, or $34/month or $400/year when billed annually.

HoneyBook features

Activity Dashboard
Automatic Notifications
Electronic Payments
Invoice Management
Third Party Integration
Workflow Management

API (333 other apps)
Accounting Integration (183 other apps)
Accounting Management (217 other apps)
Audit Trail (164 other apps)
Billing & Invoicing (217 other apps)
Compliance Management (230 other apps)
Customizable Reporting (190 other apps)
Data Import/Export (218 other apps)
Expense Tracking (174 other apps)
Financial Analysis (160 other apps)
Invoice Processing (175 other apps)
Multi-Currency (182 other apps)
Real Time Data (167 other apps)
Reporting & Statistics (321 other apps)

Videos and tutorials

Additional information for HoneyBook

Key features of HoneyBook

  • Automatic emails
  • Automatic workflows
  • Client management
  • Contract management
  • Customer database
  • Customizable templates
  • Digital payments
  • Electronic signatures
  • Email integration
  • Invoice management
  • Invoicing
  • Online payments
  • Payment processing
  • Payment reminders
  • Payment schedules
  • Pipeline
  • Proposal sending
  • Proposals
  • Real time notifications
  • Status tracking
  • Third party integration
View All Features

Benefits

• The secure online payment functionality within HoneyBook saves the time, effort and money needed to make multiple trips to the bank each week to deposit checks received.

• HoneyBook provides users with powerful tools to automatically track payment schedules, reservations, and leads.

• The reporting feature allows users to monitor analytics on key metrics, including the combined value of all events, success rates, the percentage of posting, and more.

• HoneyBook allows users to set up email reminders that are automatically sent to customers when payments are due

• The platform enables all parties to see and share timelines, view event details such as dates, times, and addresses and communicate via email.