Client management for freelancers & SMBs
4.8/5 (140 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
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.
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.
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.
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.
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
$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
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!