HoneyBook vs Forecast Comparison

Overview

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments,...

Forecast is a complete PSA platform for improving operational and financial performance of professional services companies...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$40.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$29.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

261

22

5

0

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.6

(49)

5

4

3

2

1

30

17

1

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

Pros

I LOVE how user-friendly it is. Customer service is AMAZING, I've had two different representatives reach out to me and make sure I was comfortable using the software (Thanks Mak and Lily!).
I love how you put what you need and the vendors reaches out to me with their quotes and availabilities. It makes comparing quotes easy and payment function is also built in so it feels secure.
Having a solid on-boarding process is crucial, and having HoneyBook helped me up my game SO much. I love, love, love how confident I feel in my processes, especially my on-boarding process.

Pros

Powerful reporting - easy to see where projects are over/under spending. Fantastic UX with many control points throughout the software.
Filters on project pages to see only your tasks, or only certain tasks filtered by tags is neat. Nice integrations and full REST API is a nice addition.
It is an enjoyable experience, it made some company processes very easy and unbureaucratic, we have much more visibility of the projects and it unified some tasks that were made separately.

Cons

My only complaint, which is more of a personal preference than a complaint, is that the invoice templates are a bit difficult to figure out when you begin using them.
After a disagreement about drapery our wedding planner quit and refused to return our money and deleted all information off honeybook immediately.
Very confusing switching over. I have been running my client management for over 4 years on my own.

Cons

The website is virtually unusable for anyone who is visually impaired and uses screen reading software. There is little to no keyboard access and the site does not follow accessibility standards.
I think the feature that is missing the most is being able to see on the scheduler that the resource was already allocated with tasks in the projects.
No approve button after filling timesheet for double checks. Impossible to release sprint & have issues removed from done column.
  • Vendor responds to reviews
  • Last review8 days ago
  • Vendor responds to reviews
  • Last review3 months ago

Key features

  • Total features29
  • @mentions
  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Automated Scheduling
  • Automatic Notifications
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting
  • Bug Tracking
  • Burndown Charts
  • Business Intelligence
  • Calendar Management
  • Capacity Management
  • Client Management
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Contract Management
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Demand Planning
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Estimating
  • Expense Tracking
  • File Management
  • Financial Management
  • Follow-up Scheduling
  • Forecasting
  • Gantt Charts
  • Goal Setting / Tracking
  • Invoice Management
  • Issue Tracking
  • Labeling
  • Meeting Management
  • Microsoft Outlook Integration
  • Monitoring
  • Multi-Department / Project
  • Multiple Projects
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Prioritizing
  • Progress Reports
  • Progress Tracking
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Reporting & Statistics
  • Resource Allocation
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Search Functionality
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Third Party Integration
  • Timeline Management
  • Timer
  • Timesheets
  • To-Do List
  • Workflow Management
  • Total features85
  • @mentions
  • API
  • Access Control
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Automated Scheduling
  • Automatic Notifications
  • Billable Hours Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Budgeting
  • Bug Tracking
  • Burndown Charts
  • Business Intelligence
  • Calendar Management
  • Capacity Management
  • Client Management
  • Collaboration Tools
  • Collaborative Workspace
  • Commenting
  • Configurable Workflow
  • Contract Management
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Demand Planning
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Estimating
  • Expense Tracking
  • File Management
  • Financial Management
  • Follow-up Scheduling
  • Forecasting
  • Gantt Charts
  • Goal Setting / Tracking
  • Invoice Management
  • Issue Tracking
  • Labeling
  • Meeting Management
  • Microsoft Outlook Integration
  • Monitoring
  • Multi-Department / Project
  • Multiple Projects
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Planning Tools
  • Portfolio Management
  • Prioritizing
  • Progress Reports
  • Progress Tracking
  • Project Budgeting
  • Project Estimating
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Updates
  • Receiving
  • Reporting & Statistics
  • Resource Allocation
  • Resource Management
  • Role-Based Permissions
  • SSL Security
  • Search Functionality
  • Single Sign On
  • Status Reporting
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Third Party Integration
  • Timeline Management
  • Timer
  • Timesheets
  • To-Do List
  • Workflow Management

Integrations

  • Total integrations78
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations22
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

HoneyBook

The HoneyBook Way

Reviewed 2 years ago

Having multiple applications to complete various jobs is very costly, but with HoneyBook which manages so many various tasks such as payment, scheduling and more it has saved my company a substantial amount of money. Tasks which are now automated I no longer have to keep worrying about completing, my business now is quite streamline.

Pros

Creating future projection and forecasting is a breeze with HoneyBook. The reports it provides are easy to create, read and and use to create business forecasts.

Cons

HoneyBook's automation can be a bit tasking as the learning curve to do this is not a simple one.

HoneyBook vs. Forecast

See how HoneyBook and Forecast stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.