HoneyBook

HoneyBook

Client management for freelancers & SMBs

4.8/5 (167 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
98% d'avis positifs
147
Excellent
16
Très bien
1
Moyen
0
Médiocre
3
Horrible
Casey C.
Traduire avec Google Translate

From Employee to Business Owner Honeybook has been by my Side

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 26/07/2019
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Flossie O.
Traduire avec Google Translate

Level up

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 19/07/2019
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
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
Patrice P.
Traduire avec Google Translate

My Favorite Business Management System! And it Feels FUN!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 03/09/2019
Provenance de l'avis : Capterra

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.

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

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