HoneyBook vs SaaSOptics Comparison

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Overview

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

SaaSOptics is a subscription management platform that automates financial operations for growing B2B SaaS businesses. The...

  • 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
/
No info available
/
  • 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

4.5

(29)

5

4

3

2

1

21

5

1

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
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

Customer support and onboarding was great - very helpful. Would highly recommend you check it out.
Overall, this is a great product, and I appreciate the constant improvements that are being rolled out regularly.
Handles rev rec seamlessly, great for B2B billing, super customizable, syncs with salesforce extremely well.

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

At the same time, when I pull this info, I also cross-compare against my self maintained spreadsheet to correct errors on the billing profiles.
And the URL is not something easy to remember. Although they do this for security reasons, to reduce the risk of accounts getting hacked.
Then you'll try to find the most basic things, and struggle. For example, is your report to be found under Finance Reports or Analytics Reports.
  • Vendor responds to reviews
  • Last review6 days ago
  • Vendor responds to reviews
  • Last review3 days ago

Key features

  • Total features29
  • API
  • Accounting Management
  • Activity Dashboard
  • Analytics
  • Automatic Notifications
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Client Management
  • Collections Management
  • Contact Database
  • Contract Management
  • Customer Database
  • Customizable Templates
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Templates
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Financial Management
  • Follow-up Scheduling
  • General Ledger
  • Invoice Management
  • Meeting Management
  • Monitoring
  • Multi-Currency
  • Order Management
  • Order Processing
  • Pipeline Management
  • Project Management
  • Project Planning
  • Proposal Generation
  • Real Time Notifications
  • Receiving
  • Recurring Billing
  • Reporting & Statistics
  • Revenue Management
  • Revenue Recognition
  • Scheduling
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Planning
  • Third Party Integration
  • To-Do List
  • Transaction History
  • Widgets
  • Workflow Management
  • Total features22
  • API
  • Accounting Management
  • Activity Dashboard
  • Analytics
  • Automatic Notifications
  • Billing & Invoicing
  • CRM Integration
  • Calendar Management
  • Client Management
  • Collections Management
  • Contact Database
  • Contract Management
  • Customer Database
  • Customizable Templates
  • Data Synchronization
  • Data Visualization
  • Deadline Management
  • Document Templates
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Financial Management
  • Follow-up Scheduling
  • General Ledger
  • Invoice Management
  • Meeting Management
  • Monitoring
  • Multi-Currency
  • Order Management
  • Order Processing
  • Pipeline Management
  • Project Management
  • Project Planning
  • Proposal Generation
  • Real Time Notifications
  • Receiving
  • Recurring Billing
  • Reporting & Statistics
  • Revenue Management
  • Revenue Recognition
  • Scheduling
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Planning
  • Third Party Integration
  • To-Do List
  • Transaction History
  • Widgets
  • 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 integrations10
  • 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

HoneyBook vs. SaaSOptics

See how HoneyBook and SaaSOptics 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.