Client management for freelancers & SMBs
4.8/5 (167 avis)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.
Avantages
There is a very small learning curve using Honeybook. When I convinced my previous employer to purchase Honeybook, I realized how very quick and easy it was to integrate into the company. Now, as a business owner, my employees can utilize Honeybook as well and our company can have full transparency on where we are at with each client.
Inconvénients
I really wish that Batch Emailing had more options. We often need to send specific batch emails to our clients dependednt on which stage they are at on our timeline. Only having the options to hand select each client to send the batch emails to or to send them to our entire client list is an inefficient use of our time and thus we find no use for this tool that has so much potential to be so valuable to our business.
It’s saved me so much time organizing client data, bookkeeping, payment processing and contracts. Their helpful reminders to keep things from falling through the cracks and maintaining my brand appearance when working with clients.
Avantages
When singing up with Honeybook they took my exhausting contracts, forms, questionnaires and placed them into their system. This saved me so much time switching from DIY client management to this online resource.
Inconvénients
When responding to an email through the software, it makes a new email. Some clients have more questions and I’d like a way to organize with in a project the emails.
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.
Because my whole process with clients is streamlined, clean, and professional, I get to spend more time enjoying the work that I do, versus being bogged down by admin details. Honeybook helped to bring fun back into my work. x
Avantages
I loved the interface and unique ways in which one could customize it for their own brand or company or client. I also LOVE that I can send a brochure, proposal, invoice, contract AND receive payment seamlessly all through Honeybook. And that I have an archive of all my client projects in one place.
Inconvénients
There was a bit of a learning curve for me. It took me at least a good month before I felt "fluent" in Honeybook. Then I had to brief my clients on how to to work in the space as well. But once they were there in Honeybook land, they LOVED it.
In the first year, photo quality seemed to be compromised and had a few glitches with knowing when new messages from clients came in.
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.
$40/month when paid monthly, or $34/month or $400/year when billed annually.
• 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.
Voici quelques-unes des questions fréquentes sur 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.
Fonctionnalités du logiciel HoneyBook :
Utilisateurs habituels du logiciel HoneyBook :
Auto-entrepreneurs, PME
Langues dans lesquelles HoneyBook est disponible :
anglais
Types de licences disponibles pour HoneyBook:
Abonnement
Appareils pris en charge par HoneyBook :
Android, iPhone
Applications s'intégrant à HoneyBook :
ActiveCampaign, Basecamp, Emma, FreshBooks, Mailchimp, Shopify, Wave, Wordpress, Wrike, Xero
Ressources d'aide disponibles pour HoneyBook :
Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
Overall, Honeybook saves us so much time and allows my business to be operated with only 2 full time employees. If I were to try and run this business on my own, without Honeybook, I would not be able to give my clients the attention to detail and quick response time they deserve.