HoneyBook

HoneyBook

Client management for freelancers & SMBs

4.8/5 (140 avis)

HoneyBook - Présentation

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.

Prix

À partir de
40,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Canada, États-Unis

Langues

anglais

HoneyBook - Avis

Note globale
4.8/5
97% d'avis positifs
123
Excellent
13
Très bien
1
Moyen
0
Médiocre
3
Horrible
Barbara D.
Traduire avec Google Translate

Honeybook is the best!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/02/2019
Provenance de l'avis : Capterra

Before Honeybook, we were having issues with past due account and staying on top of them. With Honeybook-that issue has gone away. Our customers are thrilled with the reminders and the ability to pay online. Before Honeybook we either had to have couples come back to the venue to book or would mail out the contracts delaying bookings by up to 2 weeks. Now we can send out everything and have our bookings completed in just hours! Working with clients and assisting in the coordinating /planning of their weddings are soo much easier with Honeybook. All emails are stored with the project-from the lead contact to the final thank you! No more hunting through email accounts. Notes and information stored there. And the ability to work from home without hauling home a stack of files is unbeatable. This is the BEST program for a wedding venue!

Avantages

The ability to work from anywhere at any time is one of the best features. I can access all the information for our clients from home and answer any questions. Since leads go directly to this program, all emails are attached to each project so you have a record of everything you said. The Library stores all our documents and handouts. I love the report section--last month the owner was starting a project to see what months was our best months for bookings. He said he was going to have to dig through Quickbooks for the information. I pointed out that the information was already in the Honeybooks!

Inconvénients

The only thing have to say that is bad about this program is when there is an update of change. Opening up the program to do something and finding that things have changed with no notice is frustrating.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Morgan M.
Traduire avec Google Translate

Great platform

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 14/01/2019
Provenance de l'avis : Capterra

Love them and will always recommend them when I can.

Avantages

I love that it makes everything so easy. you can send out your contracts, you can send out your emails, you can set reminders that will tell you when things are due you can send out invoices. If someone enters in their information through the contact page that honey but provides they put everything into the system for you that the client has provided to sell the name the email address all of that making it that much more easy for you . I also really love the customer service everyone is very professional and helpful and they go out of their way to make you feel taken care of. it’s also very easy to understand. It makes you look very professional as a business owner I highly recommend Honey Book

Inconvénients

Honestly there’s not really a whole lot of cons the only one that I can think of is that the mobile app is not as interactive as if you were using a computer or laptop but honey book constantly works on improving things so I’m sure that in the future it will be fully interactive from your phone where you can check on things like bookkeeping and Send out contacts faster. So for me it’s not really a con just something to be aware of other than that I really honestly can’t really think of any cons.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Amanda A.
Traduire avec Google Translate

Honeybook Makes Running a Business Less Time Consuming

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 24/09/2018
Provenance de l'avis : Capterra

Honeybook has saved me HOURS every week - which for me means more time with my family and less time in front of a screen. It's so easy to add projects and keep all communication in one place for reference, and the option to add files to each event keeps everything in one place which is GOLDEN.
On the back end we love the reporting function for taxes, tracking how we are doing and our goals.

I can't speak enough great things about Honeybook!

Avantages

Honeybook does a great job about giving you the ability to customize your proposals, brochures, invoices and more. The calendar being linked to google is AWESOME and not having to track down late payments is great so I can focus on my client's and their goals.
They're constantly updating, adding and expanding the services which is nice as our business grows too.

Inconvénients

There are some kinks, especially if trying to work it with a team of employees that are not the best and if you aren't careful can result in double coverage or gaps.
The timeline feature is helpful when it's not constantly freezing or crashing and is basic but when workings awesome!

Quickbook link - doesn't completely speak with Quickbooks so if you also link a bank account it will result in double entries and occasional mis-logs. For us it was easier to disconnect, fix the past and just compare moving forward.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Marian M.
Traduire avec Google Translate

I couldn't live without HoneyBook

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 03/06/2019
Provenance de l'avis : Capterra

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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Laura S.
Traduire avec Google Translate

Excellent platform for making my design business both faster and look more professional with clients

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 23/04/2018
Provenance de l'avis : Capterra

I got my life back and my business is doing better than ever!

Avantages

So I was stuck spending tons of time neglecting friends and family trying to make ends meet with my freelance design business. One day I said enough is enough so I went out and tried a lot of all-in-one software products for people like me.

I tried out 17hats. It was buggy and missing some key features. I tried Dubsado and their platform was minimal and just didn't "flow" with my creative business style.

After a couple other platforms, I gave HoneyBook a try as a friend said they loved it and wow did it fit like a glove. It took a little time to get it fully ready to mesh with my business, but this is the real deal. I get paid faster, clients are signing up for more and more projects and having a one stop shop to run my business versus going between a bunch of free products like spreadsheets, email, invoicing ... I def recommend this to anyone looking to take their creative business to the next level.

Inconvénients

no cons really, only thing I could have done was sign up for this sooner and really focus on spending the 2-3 hours getting my business plugged into HoneyBook as soon as possible

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10

HoneyBook - Prix

À partir de
40,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

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

HoneyBook - Fonctionnalités

  • Gestion des factures
  • Gestion des flux de travail
  • Intégration de tiers
  • Notifications automatiques
  • Paiements électroniques
  • Réceptions
  • Tableau de bord d'activités

  • API
  • Analyse financière
  • Données en temps réel
  • Facturation
  • Gestion de la comptabilité
  • Gestion de la conformité
  • Importation et exportation de données
  • Intégration comptable
  • Prise en charge de plusieurs devises
  • Rapports et statistiques
  • Rapports personnalisables
  • Suivi des frais
  • Traitement des factures

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

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

version d'essai gratuite: 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