About 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.

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of HoneyBook

• 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.

Devices

Business size

S M L

Markets

Canada, United States

Supported Languages

English

Pricing starting from:

US$39.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

HoneyBook Software - HoneyBook add section
HoneyBook Software - HoneyBook project
HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
HoneyBook Software - HoneyBook activity
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HoneyBook Software - HoneyBook add section
HoneyBook Software - HoneyBook project
HoneyBook Software - HoneyBook dashboard
HoneyBook Software - HoneyBook home page
HoneyBook Software - HoneyBook activity
HoneyBook Software - HoneyBook inquiry

Features

Total features of HoneyBook: 124

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Scheduling
  • Authentication
  • Availability Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Canned Responses
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Completion Tracking
  • Contact Database
  • Contact Management
  • Content Library
  • Contract Drafting
  • Contract/License Management
  • Credit Card Management
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Dashboard
  • Customisable Invoices
  • Customisable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Deadline Management
  • Debit/Credit Card Processing
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Response Control
  • Employee Scheduling
  • Expense Tracking
  • FAQ
  • Facility Scheduling
  • File Sharing
  • For Startups
  • Forms Automation
  • Forms Management
  • Group Scheduling
  • Hourly Billing
  • In-Person Payments
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Knowledge Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Live Chat
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • No-Code
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payment Processing Services Integration
  • Pipeline Management
  • Pre-built Templates
  • Process Modeling & Designing
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Proposal Generation
  • Proposal Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Management
  • Real Time Notifications
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Response Management
  • Room Booking
  • Rules-Based Workflow
  • Scheduling
  • Search/Filter
  • Signature Management
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Planning
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Templates
  • Third Party Integrations
  • Time Tracking
  • To-Do List
  • Version Control
  • Web-based Deployment
  • Whitelisting/Blacklisting
  • Workflow Configuration
  • Workflow Management

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Reviews

Overall rating

4.9 /5
(478)
Value for Money
4.7/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
4.8/5

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Showing 5 reviews of 478
Christina S.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Best Client Management Resource-- goes beyond normal software

Reviewed on 20/09/2019

Before I used HoneyBook, I had tried several other client management platforms. All of them were...

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.

Steve S.
Overall rating
  • Industry: Photography
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The sweetest solution for photographers

Reviewed on 3/04/2022

Honeybook continues to be a game-changer for our photography business. It has been an integral part...

Honeybook continues to be a game-changer for our photography business. It has been an integral part of our daily workflow for years now. This year they added calendar and booking functionality.

Pros

Love the customer service. Whenever I need help they are always right there. We use HB for every booking. As soon as a lead goes active, we start a new project and manage everything from communication to proposal to contact to invoicing with HB.

Cons

There could maybe be more freedom to customize but really it's just an advanced issue. First world problems.

Verified Reviewer
Overall rating
  • Industry: Entertainment
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Worst Customer Service of ALL the platforms we've tried

Reviewed on 3/05/2022

My interactions with the team always left me frustrated, angry, and in a foul mood that only they...

My interactions with the team always left me frustrated, angry, and in a foul mood that only they could seem to get me into. Even my wife trying to get me mad could not boil my blood as quickly and completely as the interactions with this team.

Pros

It looked like it might have been perfect for us, but the horrible experiences with the Honeybook team pushed us away from ever considering it at scale for our business.

Cons

The fact that there was ZERO support whatsoever may it an easy choice to stay away from this as a viable solution for our business long term.

Jessica P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Your go-to, all-in-one CRM for small business!

Reviewed on 13/02/2022

Amazing, hands down!

Amazing, hands down!

Pros

Easy to use and so many features! The ability to go to one place AND have so many things automated is amazing!

Cons

There are little things that can be improved, but so does everything. I have voiced my suggestions to the HoneyBook team and they are passing the information along to try to improve my experience. Even without those being fixed, I still love HoneyBook.

Alternatives Considered

Calendly and QuickBooks Online Advanced

Reasons for Choosing HoneyBook

Everything all in on spot was the big excitement for me!

Switched From

Calendly and PayPal Invoicing

Reasons for Switching to HoneyBook

I needed something easier for a non-bookkeeper/accountant but that I could still understand my business in. Plus, having everything in one place made it an easy decision!
Daniela M.
Overall rating
  • Industry: Photography
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

My business can't survive without Honeybook

Reviewed on 21/04/2022

This CRM makes my business run smoothly and efficiently. I otherwise would not be able to keep...

This CRM makes my business run smoothly and efficiently. I otherwise would not be able to keep track of task due dates and all of my clients. I cannot run my business without Honeybook.

Pros

I love that everything I need to run my business is in one place, and that I can customize just about everything to create brand cohesive experiences for my clients.

Cons

Couple little things here and there, like a box won't move where I want it to in Flows, but they are always tweaking and adding new features. The customer service is also stellar so if anything goes wrong I know someone will be able to help me right away!

Showing 5 reviews of 478 Read all reviews

HoneyBook FAQs

Below are some frequently asked questions for HoneyBook.

HoneyBook offers the following pricing plans:

  • Starting from: US$39.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Unlimited Plan: $39 per month, or billed annually at $390 (a $78/year savings!). For your first 6 months, get HoneyBook for $1 per month with code ONLY1.

HoneyBook has the following typical customers:

Self Employed, 2-10, 11-50, 51-200

HoneyBook supports the following languages:

English

HoneyBook supports the following devices:

Android (Mobile), iPhone (Mobile)

HoneyBook integrates with the following applications:

10to8, AWeber, ActiveCampaign, Acuity Scheduling, Agile CRM, Airtable, Asana, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Emma, Evernote Teams, FreshBooks, Gmail, Google Analytics 360, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Google Hangouts, Gravity Forms, HelloSign, Hive, HubSpot CRM, Insightly, Instagram, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Meta for Business, Microsoft 365, Microsoft Excel, Microsoft To Do, OneDrive, Ortto, PayPal, Planning Pod, Process Street, Quickbooks Online, Route4Me, Salesforce Sales Cloud, Schedule it, Shopify, Slack, Square for Retail, Squarespace, Streak, Stripe, Teachable, Teamwork, TextMagic, Thryv, Todoist, Toggl Track, Trello, Twilio, Typeform, Wave Accounting, WooCommerce, WordPress, Wrike, Xero, Zapier, Zoho Mail, monday.com

HoneyBook offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

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