HoneyBook Reviews

The Best Client Management Resource-- goes beyond normal software

Comments: 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.

Streamline your Booking Experience

Comments: The software has made our small business more efficient and allows us to focus on the clients, as we run a client based business, it is important that we can take the time we used to spend invoicing, requesting contracts, and following up on payments to interact with our clients more.

Pros:

Honeybook streamlines your process into an easy to use system, once the initial set up, from questionnaires to Invoices and Contracts you have all the tools you need to manage your projects. The desktop and mobile app add flexibility to what you can do with your business at home, in the office, or on the go.

Cons:

The setup process is a bit tricky and unless you have familiarized yourself with template creation, pay someone to build your templates, or find a premade on to edit to work for your needs it is a bit overwhelming if you have no experience at all with creating online templates or websites.

Great for small businesses

Pros:

Very user friendly and task notifications for leads and clients

Cons:

limited integrations and customisation to meet different types of businesses

Invoicing made effortless with Honeybook!

Comments: Creating an invoice on HoneyBook is a straightforward process. It guides me through the necessary steps, from inputting client details to itemizing services and setting payment terms. The customizable templates provided also save so much time!

Pros:

Honeybook's easy-to-use invoicing features have set a new standard for efficiency. As a professional managing multiple clients and projects, HoneyBook has made the task of creating and managing invoices simple for myself and easy for my clients to make payments.

Cons:

There is nothing that I dislike about Honeybook.

HoneyBook - the software I never knew I needed

Pros:

HoneyBook is very visually appealing and easy to use for both myself and my clients. The ability to create and save templates that I can edit and reuse for each client saves me SO much time, and it's truly so easy. It's very affordable and has already saved me a lot of time and headaches.

Cons:

I honestly have no complaints about HoneyBook.

Great for contracts and invoicing

Comments: I use the software for the valuable contracts and simplified invoicing. The added features of auto-billing and recurring billing is great. The increased transaction fees are unfortunate, whereas competitors offer quicker deposits vs Honeybook. There have been dozens of new features and expanded capabilities added to the software, however, I have never been able to learn the initial project features to try taking advantage of the new smartfile features. Hiring a pro is incredibly expensive.

Pros:

Easy to use invoicing platformCRM helps maintain contacts and specificsContract templates are perfect for my needs

Cons:

Payments take much longer to deposit vs competitorsThe pipeline and smart file functionality takes a degree to figure out. After two years I am still not using these featuresClients do not like the notifications on every change within their project

HoneyBook has streamlined so much of our small company's communications and lead generation

Comments: We've been using Honeybook since 2022, mainly to organize our lead generation and some aspects of client-level communications. It's largely been a success, leaving us more time to focus on execution of our own projects rather than having to worry about timing and logistics associated with client relations (obviously an important point in public relations!).

Pros:

I like how comprehensive HoneyBook is in listing out contact details, project history, and communication points pertinent to specific clients of ours. It's been very easy to organize leads, inquiries, and potential client leads. Lastly, I definitely appreciate the automated capabilities with sending out contracts, invoices and follow-up emails.

Cons:

I haven't quite gotten around to learning all aspects of the software yet!

Really professional contract management

Pros:

HoneyBook seems to do many things, from sales presentations to contracts but what we are using it for is contracts, and it is very good with that. So much less complicated for our staff to create and sign them through a flawless (also beautiful) system, and clients are impressed with the system as well.

Cons:

Haven't found anything yet, perhaps as we go along. We are considering expanding our use to include invoicing and billing and will update review at that time.

All in one platform

Pros:

Proposals, appointments, payments, invoices. All in one platform. Like a personal assistant. I found it very useful and innovative, especially for the automation part which is not obvious for a software like this.

Cons:

Nothing wrong to report. A few bugs every now and then but I haven't seen one in a while.

Honeybook is a great system,but not for me!

Comments: While I like honeybook system it was not ideal for me

Pros:

Being able to send contracts, estimates and manage my workflow all in one place.

Cons:

Being able to navigate and the pricing per month.

The Best CRM Software EVER!!!

Comments: I am keeping my workflow seamless. I am not falling behind with not knowing what i have and havent done. I get notifications in my app on my phone to keep me up to date when i am not at a desk. Saving templates keeps me from having to re-do contracts and brochures to send to clients. And honestly the BIGGEST thing is it keeps me on top of clients and either closing things out if they arent interested, booking them if they just forgot to get back to me, or making sure they are seeing things.

Pros:

I love how seamless and easy to use it is. It may be a transition at first but once you get changed over you will NEVER go back. The workflow is so easy to use and very customizable. Other softwares i've tested are not even comparable to how simple honeybook is to use.

Cons:

The only thing i wish were better is the calendar system. It would be nice to be able to block dates out on the calendar to avoid booking, like if you had planned a vacation. 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.

HoneyBook is the right CRM for you!

Comments: I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is available & how they compare, but I think my loyalty & the overall satisfaction with HoneyBook will keep me here!

Pros:

HoneyBook just overall has so many great features that will help you run & maintain your business every day. During the onset of Covid & with so many of us experiencing cancellations & such, they were the only CRM I knew of that rolled out any help with legal documents to help you convey the right words to your clients to not only help you stay level headed & in charge of your business, but also helped your clients realize that cancelling should be a last resort & that we business owners are here for them! 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! Aaaand in the Winter, I love the little Snowman icon that sips hot cocoa & makes the computer screen be a wintery scene. Adorable! HoneyBook is very easy to use, & their customer service & tech departments are da bomb!

Cons:

The only things I wish that HoneyBook would improve on the most would be trying different variations with the project pipeline, with adding more availability or being able to choose between pipelines for different project types, & working out some kinks with the scheduling system between what we intend for clients to see in availability & what they actually see; & for the client to be able to go in & change their selection of date & time immediately afterwards & up to half an hour later.

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

Comments: 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.

Solid Payment Invoicing & Proposal Tool

Comments: 8/10. Once the client has paid the first time, their automated recurring payment solution is working really well for me.

Pros:

I moved away from Quickbooks online because they didn't have an easy way to send customers automatic recurring invoices. Honeybook had pre-built service agreements along with the automated recurring payments feature I needed for my business. It was appealing to work with them because set up was very easy to get what we needed up and running

Cons:

After a client pays their invoice, it usually takes 12-24 hours for Honeybook to send me a confirmation email saying they've paid. This is (I don't use this word often) absurd. With Quickbooks, I know payment confirmation comes in within 10 minutes. Especially if I am going to start work with a client right as they pay, this hurdle in their platform stops me from getting to work right away. It usually leads to me emailing my customer "Did you pay the invoice?" then them replying "I did!" then me looking into Honeybook wondering why the heck it hasn't come in and making me look foolish to my client... Then I finally get the notification the next day. It's the #1 feature request they need to get updated.

Honeybook is a game-changer for Service Oriented Small-Businesses

Comments: The biggest problem that I've struggled with since launching my business is obtaining payment in a timely fashion. Honeybook totally fixed that problem for me. I don't have to give a laundry-list of payment methods or pay for additional payment services, wait around for physical checks, or process e-checks. My customers just plop in their card information and then it hits my bank account. SO. NICE.

Pros:

Honeybook took my booking process to a massively higher level of success. My contracts are all signed, and invoices are paid before I even start designing. I walk my customers through the process and we discuss TAT and rates, next steps, and then I kick them over the Proposal with the same details we discussed during the sale. With other software I've struggled to receive timely payments, or contract signatures. Not anymore!

Cons:

The contract templates are pretty limited to social media management and marketing ops. I think that every business needs their own contracts, period, but it would be nice to have a better starting place for other service providers. Additionally, the emails that Honeybook kicks out for proposals, payments, contracts and the like have reportedly found their way to many of my customer's spam box. I just warn them ahead of time, but it's not super reassuring to some more leery customers.

Honeybook just works!

Comments: I am very happy with the software.

Pros:

I really like how seamless, intuitive, and robust honeybook is. I like how it keeps me on track and integrates with calendars, emails, and helps my clients stay organized.

Cons:

Some of the features I would like to see in the future would be the ability to integrate a "store"-like function directly into the crm. I would like my clients to be able to choose from options that I offer and those choices to become a proposal or invoice.

The learning curve is flat

Comments: Honeybook is responsible for the success of my business. Before Honeybook I had to follow up and demand to get paid and often get my payments postponed. Now it is all automated, clients even put their invoices in auto-pay.

Pros:

I get paid without hassle. Everything is automated. The proposal is so amazing, you send the invoice and contract together, and it goes with a pay button where the customer has no choice besides to sign the contract and paying.

Cons:

The app. The time tracking - the fact you have to calculate the time in fractions, what should have been an easy task becomes a "let me google what 1h35min is in time fractions". You can just put the time in the app, but not on the webapp. But I can never login at the app because it doesn't accept Google SSO, but it does on the web, so I always have to change my password. The app doesn't stay connected for long. So I just don't use the app, I have it installed because maybe one day it will update and login with Google.

HoneyBook is a lifesaver!

Comments: I love HoneyBook because it's easy to use and if I can't figure something out, I can easily ask! The customer service and care is golden!

Pros:

I love the brochures and proposals features. It makes things SO easy for me and my clients! I also love that I can use HoneyBook for project specific emails, so I have everything in one place!

Cons:

It's not really a con, but I don't use the community aspect of the platform. I'm sure it's amazing too though. 😄

Can’t do business without it!

Comments: It’s streamlined, helpful beyond what I can write here. I would absolutely recommend it to anyone with a small business with multiple clients.

Pros:

The workflow feature helps me keep track of everything from inquiries down to executing the final details before the event. It’s easy to use and customer service is quick and helpful when I do get stuck!

Cons:

I wish the deposits and payments made were a little clearer on my end so I don’t have the check the bank and HoneyBook at the same time to cross reference. That being said, I JUST started using the payment feature and it could be that I’m just not used to it yet.

This Product is a Must.

Comments: This software organizes our contracts, our proposals, our payments and essentially preps all our accounting in such a quick easy way. Our business became so much easier. We don't have to sit over paperwork for hours and that gives us time to give it our clients...which in turn gives us more clients. Our clients have never had to ask how to pay through the software because it is easy. The system even sends out payment reminders to our clients so we don't have to...which is definitely a major plus. I have already recommended HoneyBook to several other businesses who were struggling with all the paperwork and payments for their companies. This software makes that much of a difference.

Pros:

The complete set up of contracts, invoices and legal portions was so quick and easy. Now we don't have to struggle with creating new proposals with each client. The auto population of products previously used is a huge time saver and makes it really easy for new employees to get the right price with the right product.

Cons:

The only thing I would like to see, and truly, I haven't asked, so it may even be there already; the monthly report of income shows the total of all contracts that came in during the month. We only collect a deposit from each. We would like to see the income report reflect just the deposit total of the month for our accounting purposes.

Honeybook Is Amazing!

Comments: I no longer have to keep paper copies of contracts or invoices. Honeybook reminds me of who needs to pay, who has paid, who I have to follow up with. I can save email templates which saves me so much time. Overall, I can do business more effectively in less time! That's huge for me.

Pros:

That everything is at my fingertips no matter where I am. I also like that I can track a clients contract, contact info, entire email exchange, invoicing at once. I like the reports and data that I can access easily. I like the ease of seeing the pipeline and where I'm at with my bookings. I like the daily reminders to follow up on my clients.

Cons:

I would like the ability to look up a clients files by date - the calendar only shows bookings that have a retainer paid. I'd like to search by date and find prospectives. I'd like to search by category - for instance school dances versus weddings versus company parties. And, I'd like to see reports of how many of each type of gig we do each year.

Like having a personal assistant!

Comments: The main benefit of HoneyBook that I love is that I'm able to give my clients an exceptional experience. The way contracts are shared, payments are presented makes it so easy for me to do business with my clients. I think the biggest perk I loved at first was the electronic signature. It's seamless and allows you to pull in more clients quicker. It also keeps my voice consistent with different clients. I can have automated responses ready to send. The price was worth it to me to get my sanity back!

Pros:

When I was drowning in emails in my inbox, HoneyBook was the place that everything was in one place. No emails were being looked over anymore, my contract and invoices were easily accessible (no more unprofessional word doc), easy to accept payments and HoneyBook made it so easy for me to do my taxes this year. I contemplated hiring someone to help take the load off the back work but HoneyBook does that for me with easy to use templates, reminders and automated email responses. I can't recommend HoneyBook enough!

Cons:

I have very few negative things to say about HoneyBook. The couple things I did note that may be helpful in the future, HoneyBook wants to know about. They offer surveys and take users suggestions to possibly implement in the future. All things were very minor and don't take away from the overall experience of using HoneyBook.

One of the best customer service relationship managers around!

Comments: We've been using them for a couple of years now and just recently moved our second business into the HB system. We're happy with the way things are and don't plan on changing anytime soon!

Pros:

Honeybook has everything we need to run our two companies (and we use it for both). Support has been absolutely excellent, and we love how they're constantly adding new features and templates. HoneyBook is easy to use and they take security seriously, which we value.

Cons:

They're stuck in the Stripe system for payments with zero other options. We run our businesses using PayPal and the lack of paymention options pales in comparison to a couple of the CRM competitors out there. The app could use with a UX/UI redesign for the new decade. It's easy to use, but could be much better.

HoneyBook review by Jen

Comments: Considering how well most of the experience went, I would recommend HB.

Pros:

Hand off booking to HoneyBook. They have several automated services that keep business on track even if you've gone off the rails for a moment.. (l.o.l.)We came to Honeybook because I'd heard great reviews of their contracts, I wasn't disappointed at all. Easy peasy.

Cons:

While HB shined in some ways, I guess it just wasn't what I expected in others. Payments lagged behind.

I couldn't live without HoneyBook

Comments: I use Honeybook to communicate with my clients from day1, I use it to send proposals, service brochures, drafts of projects, invoices. I use it as my overall project management system to make sure I'm on top of everything and I use it manage my expenses.

Pros:

HoneyBook saves me mountains of time by organizing all of my projects in one place, and allowing me to to track every detail of each project in an organized and easy way. This was the only system I could find that would allow me to communicate with clients, send proposals, attachments, contracts (that can be signed!), collect payments, track tasks and project phases, and manage all of my expenses in the same place. It's so intuitive and the HoneyBook team is incredibly available and helpful.

Cons:

The ONLY things I dislike about the software are very minor. I wish that I could customize the project phases more, I wish that I had a live stop/start time tracking feature, I wish that I could customize the wording of my payment reminders, I wish that I could send an invoice from a proposal without duplicating the payment in the project (clients ask for that for their records), and I wish there was an iPad app.