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Agiloft vs HoneyBook Comparison

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Good recommendations?

Overview

Agiloft’s CLM connects contractual commitments to business operations, allowing users to craft better contracts faster.

Category Leaders

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

  • 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

Video & Screenshots

Pricing

Starting from

Free

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

19

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.9

34

5

4

3

2

1

31

2

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.8

616

5

4

3

2

1

522

61

19

5

9

  • Value for money
  • Ease of use
  • Features
  • Customer support
96%
would recommend this app

Pros

Having a system that fit our business model was important, and I went through a lot of tools before I settled on AG. By far the strongest aspect of Agiloft is its ease of customization.
The folks at Agiloft go out of their way to understand your business process and where their product would best fit in. Agiloft Customer Support is Outstanding.
Agiloft has always been quick to solve the few (if any) problems that have occurred, and they are happy to help customize the product to better align with my organization's needs.

Pros

Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.
I am also a big fan of most all of the templates that they provide for you to help set your business up for success.
I love being able to manage contracts, invoices, proposals, bookkeeping, and client communication all in the same platform. The concierge service is fantastic as well.

Cons

Some of it can be very confusing to someone who doesn't understand business flow.
Understanding the relationships between tables when setting up new fields and revising user permissions can be confusing.
The Group and Team concept and settings are difficult to understand at first and can be daunting to implement.

Cons

I hate myself for not trusting Honeybook sooner. So much grief and agonizing over my "DIY contract & invoicing system" so many wasted hours and sleepless nights.
Buggy, intermittent problems coupled with poor tech suport.
I also with it would sync directly to ical. I hate having to make it use google becuase if google runs out of space it doesnt tell me and then i have a calendar issue.
  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last review14 days ago

Key features

  • Total features86
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Asset Tracking
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Routing
  • Availability Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • Buy Side (Suppliers)
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Generation
  • Content Library
  • Contract Drafting
  • Contract Negotiation
  • Contract/License Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deadline Management
  • Debit/Credit Card Processing
  • Design Templates
  • Digital Signature
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Event Scheduling
  • Expense Tracking
  • Facility Scheduling
  • File Sharing
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Photography Studios
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Government Contracts
  • Group Scheduling
  • Hourly Billing
  • IT Asset Management
  • In-Person Payments
  • Incident Management
  • Insurance Management
  • Interaction Tracking
  • Inventory Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Knowledge Base Management
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Natural Language Processing
  • No-Code
  • Onboarding
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payment Processing Services Integration
  • Performance Metrics
  • Personalization and Recommendation
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-built Templates
  • Predictive Analytics
  • Problem Management
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Procurement Management
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Proposal Generation
  • Proposal Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Management
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Notifications
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Release Management
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Room Booking
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Sell Side (Customers)
  • Service Level Agreement (SLA) Management
  • Signature Creation
  • Signature Management
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Specialty Contracts
  • Status Tracking
  • Summary Reports
  • Support Ticket Management
  • Surveys & Feedback
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • To-Do List
  • Vendor Master Data Management
  • Version Control
  • Web-based Deployment
  • Work Order Creation
  • Workflow Configuration
  • Workflow Management
  • Total features142
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Asset Tracking
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Routing
  • Availability Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • Buy Side (Suppliers)
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Center Management
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Content Generation
  • Content Library
  • Contract Drafting
  • Contract Negotiation
  • Contract/License Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deadline Management
  • Debit/Credit Card Processing
  • Design Templates
  • Digital Signature
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Alerts
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Event Scheduling
  • Expense Tracking
  • Facility Scheduling
  • File Sharing
  • Financial Management
  • For AEC Industry
  • For Insurance Industry
  • For Mac Devices
  • For Photography Studios
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forms Automation
  • Forms Management
  • Full Text Search
  • General Ledger
  • Government Contracts
  • Group Scheduling
  • Hourly Billing
  • IT Asset Management
  • In-Person Payments
  • Incident Management
  • Insurance Management
  • Interaction Tracking
  • Inventory Management
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Knowledge Base Management
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Natural Language Processing
  • No-Code
  • Onboarding
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payment Processing Services Integration
  • Performance Metrics
  • Personalization and Recommendation
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-built Templates
  • Predictive Analytics
  • Problem Management
  • Process Modeling & Designing
  • Process/Workflow Automation
  • Procurement Management
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Proposal Generation
  • Proposal Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Management
  • Real-Time Chat
  • Real-Time Data
  • Real-Time Notifications
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Release Management
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Room Booking
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Sell Side (Customers)
  • Service Level Agreement (SLA) Management
  • Signature Creation
  • Signature Management
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Specialty Contracts
  • Status Tracking
  • Summary Reports
  • Support Ticket Management
  • Surveys & Feedback
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • To-Do List
  • Vendor Master Data Management
  • Version Control
  • Web-based Deployment
  • Work Order Creation
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations20
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations81
  • Dropbox Business
  • Gmail
  • Google Calendar
  • Google Drive
  • Mailchimp
  • Microsoft 365
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier