HoneyBook

HoneyBook

Client management for freelancers & SMBs

4.8/5 (216 avis)

HoneyBook - Présentation

Description du logiciel 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.

HoneyBook - Présentation

Prix

À partir de
40,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

$40/month when paid monthly, or $34/month or $400/year when billed annually.


HoneyBook - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Canada, États-Unis
Langues
anglais

Captures d'écran

Capture d'écran pour HoneyBook :
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HoneyBook - Avis

HoneyBook - Avis

Note globale
4.8
/
5 216 avis
Excellent
189

Très bien
20

Moyen
4

Médiocre
0

Mauvais
3

Rapport qualité-prix
4.7
Fonctionnalités
4.6
Simplicité d'utilisation
4.7
Support client
4.8
97% des utilisateurs recommandent cette application
Christina S.

The Best Client Management Resource-- goes beyond normal software

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.


Traduire avec Google Translate
Penny L.

Best choice I made for my business yet

Payment processing was always a challenge until I found Honeybook. I love that the automated convenience of honey book. I set my templates, it does the rest. I send an invoice, it bills, reminds and keeps everything squared away. Not to mention it auto-deposits funds into my account. IT keeps me in business!


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Shelbye G.

The easiest way to get paid fast!

My overall experience has been very pleasant! The customer service is always very helpful and the little frustrations of working with a start up or nothing compared to the benefit that it’s given our business in the past two years!


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Paige E.

Not User Friendly - Difficult Learning Curve


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Cori S.

The Best CRM Software EVER!!!

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.


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Christina S.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

The Best Client Management Resource-- goes beyond normal software

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/09/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

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Réponse de 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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Penny L.
Secteur d'activité: Art/artisanat
Taille de l'entreprise: Auto-entrepreneur
Traduire avec Google Translate

Best choice I made for my business yet

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 06/02/2020
Provenance de l'avis : Capterra

Payment processing was always a challenge until I found Honeybook. I love that the automated convenience of honey book. I set my templates, it does the rest. I send an invoice, it bills, reminds and keeps everything squared away. Not to mention it auto-deposits funds into my account. IT keeps me in business!

Avantages

Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful.

Inconvénients

I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Shelbye G.
Secteur d'activité: Divertissement
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

The easiest way to get paid fast!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/01/2020
Provenance de l'avis : Capterra

My overall experience has been very pleasant! The customer service is always very helpful and the little frustrations of working with a start up or nothing compared to the benefit that it’s given our business in the past two years!

Avantages

1.Template building for sure. Not having to hand customize every single contract has saved so much time.
2. The fact that, in the wedding industry, it is heavily female dominant.... which means a lot of us are moms.... which means that this app allowed me to take care of critical work while on my phone. THAT is a lifesaver with kiddos. If you know you know!
3. The time between sending a proposal and getting paid (depending on how ready to book a client was) was minutes at most. I’d get live feedback when they opened the file, signed the contract, and made a payment. I never had to guess.
4. Customer service was great!!! They actively ask for feedback from their customers and even go granular with their questions so they can consider the nuances of each client’s industry!

Inconvénients

1. The email communication side of the app is very hit or miss. Where they soar with sending files and making payments a BREEZE, the ability to create a streamlined, semi-automated Follow-up process for leads that come in is sorely lacking. Even if HoneyBook never intends to be the best at that portion of sales, I feel it is a simple task to add a feature that makes it easy to add tags to leads so that you can export those contacts to a service that DOES soar in email communication and lead nurturing.
2. There is still a lot of room for more organization in the communication process from sales to project completion.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Paige E.
Secteur d'activité: Photographie
Traduire avec Google Translate

Not User Friendly - Difficult Learning Curve

Logiciel utilisé toutes les semaines pendant plus d'un an
Publié le 07/06/2018
Provenance de l'avis : Capterra

Avantages

Keeps contracts in one place, able to accept credit cards. You can network with other vendors, and they seem to really concentrate more on this than actually developing software that works well.

Inconvénients

I am a "founding" Honeybook user and bought the lifetime membership. At first, HB was very convenient. The learning curve was very frustrating as the online software had many MANY bugs. It still does. The entire premise behind the software was to free up your time, have all your projects in one place, sign contract, get paid, etc. Yes, great idea! However, the software has so many glitches! You're not able to even edit a person in your contacts. Their customer support team used to be great you could actually message a real person - now you have to wait a day or two to get an email answer and most of the time they just send you a link to deal with your problem. Once you email your client the contract, everything goes down the Honeybook "rabbit hole". My clients are tech savvy and they can't even figure out Honeybook - the emails that I've received from frustrated clients is numerous. Save your time and money and get another online software that will actually do the job - like Sprout Studio or Dubsado. Wish I would have done that from the beginning. Regretting my purchase since my lifetime "membership" isn't transferrable and Honeybook continues to make money off of me by accepting credit card payments. I looked at 17hats, which also didn't have great reviews before I purchased Honeybook. Moving on, however, I'm assuming that the process will not be easy transferring existing contracts and other office files.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Cori S.
Secteur d'activité: Photographie
Taille de l'entreprise: Auto-entrepreneur
Traduire avec Google Translate

The Best CRM Software EVER!!!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 04/12/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Recommandation utilisateur
9.5/10
Basé sur 216 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

HoneyBook - Prix

HoneyBook - Prix

À partir de
40,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-prix

$40/month when paid monthly, or $34/month or $400/year when billed annually.

$40/month when paid monthly, or $34/month or $400/year when billed annually.

Rapport qualité-prix
4.7/5
Basé sur 216 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

HoneyBook - Fonctionnalités

HoneyBook - Fonctionnalités

API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4.6/5
Basé sur 216 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Vidéos et tutoriels

Vidéos et tutoriels

Plus d'informations sur HoneyBook

Plus d'informations sur HoneyBook

HoneyBook - Principales fonctionnalités

  • Invoicing
  • Online Payments
  • Payment Processing

Avantages

• 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.

HoneyBook - FAQ

HoneyBook - FAQ

Voici quelques-unes des questions fréquentes sur HoneyBook.

Q. Quels sont les types de licence disponibles pour HoneyBook ?

Types de licences disponibles pour HoneyBook :

À partir de: 40,00 $US/mois

Type de licence: Abonnement

Essai gratuit: Disponible

$40/month when paid monthly, or $34/month or $400/year when billed annually.

Q. Quelles sont les principales fonctionnalités du logiciel HoneyBook ?

Fonctionnalités du logiciel HoneyBook :

  • Invoicing
  • Online Payments
  • Payment Processing

Q. Qui utilise HoneyBook ?

Utilisateurs habituels du logiciel HoneyBook :

Auto-entrepreneurs, PME

Q. Dans quelles langues HoneyBook est-il disponible ?

Langues dans lesquelles HoneyBook est disponible :

anglais

Q. Quels sont les types de licence disponibles pour HoneyBook ?

Types de licences disponibles pour HoneyBook:

Abonnement

Q. HoneyBook prend-il en charge les appareils mobiles ?

Appareils pris en charge par HoneyBook :

Android, iPhone

Q. Avec quelles applications HoneyBook peut-il s'intégrer ?

Applications s'intégrant à HoneyBook :

ActiveCampaign, Basecamp, Emma, FreshBooks, Mailchimp, Shopify, Wave, Wordpress, Wrike, Xero

Q. Quelles sont les ressources d'aide disponibles pour HoneyBook ?

Ressources d'aide disponibles pour HoneyBook :

Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo