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
Types de licence
$40/month when paid monthly, or $34/month or $400/year when billed annually.
HoneyBook - Fonctionnalités
Captures d'écran
HoneyBook - Avis
HoneyBook - Avis
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.
HoneyBook is amazing!
It’s been great!! Any time I’ve had an issue it’s been resolved quickly. I do find that asking a question in the group & getting a personal email is rather annoying. I specifically ask in Facebook for a reason - so when I get an email I usually don’t see it right away whereas I’m looking for a notification or other users experiences.
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.
From Employee to Business Owner Honeybook has been by my Side
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.
Level up
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.
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
The Best CRM Software EVER!!!
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.
HoneyBook is amazing!
It’s been great!! Any time I’ve had an issue it’s been resolved quickly. I do find that asking a question in the group & getting a personal email is rather annoying. I specifically ask in Facebook for a reason - so when I get an email I usually don’t see it right away whereas I’m looking for a notification or other users experiences.
Avantages
User friendly for both myself and my clients, ease of set up (love that they do most of the upload work & it’s easily changeable!), the community it’s created, & the “opportunities” section.
Inconvénients
1. I wish there was more internal automation, like the workflow applied just sent out the emails and not prompted me to act.
2. While “linked” with Calendly, it’s not linked in the correct way. I wish when someone signed up for a slot in Calendly, it could generate an automatic proposal that I could look over before sending, or sent automatically. When adding my “Calendly link” to a honeybook email, the link always fails. I don’t use Calendly enough to have this be a major issue, just a nuisance.
3. More flexibility in personal branding & branding the contact form. I don’t currently use the form on my site because of this.
Réponse de HoneyBook
Thank you for being a member Abigail! I know you will be excited about some upcoming functionality we'll be releasing in early 2020! I'll be sure to share your feedback with the product team.
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.
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.
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.
From Employee to Business Owner Honeybook has been by my Side
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.
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.
Level up
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.
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
HoneyBook - Prix
HoneyBook - 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.
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
HoneyBook - Fonctionnalités
HoneyBook - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
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
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.