HoneyBook

HoneyBook

Client management for freelancers & SMBs

4.8/5 (199 avis)

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

À partir de
40,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

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


HoneyBook - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
Canada, États-Unis
Langues
anglais

Captures d'écran

Capture d'écran pour HoneyBook : The dashboard provides an overview of current projects
Capture d'écran pour HoneyBook : The dashboard provides an overview of current projects Capture d'écran pour HoneyBook : HoneyBook offers a range of pre-built templates for invoices, contracts, proposals, and more

HoneyBook - Avis

HoneyBook - Avis

Note globale
4.8
/
5 199 avis
Excellent
177

Très bien
17

Moyen
2

Médiocre
0

Mauvais
3

Rapport qualité-prix
4.7
Fonctionnalités
4.6
Simplicité d'utilisation
4.7
Support client
4.8
97% des utilisateurs recommandent cette application
Cori S.

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.


Traduire avec Google Translate
Abigail G.

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.


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Christina S.

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.


Traduire avec Google Translate
Casey C.

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.


Traduire avec Google Translate
Flossie O.

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.


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Cori S.
Secteur d'activité: Photographie
Taille de l'entreprise: Auto-entrepreneur
Traduire avec Google Translate

The Best CRM Software EVER!!!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 04/12/2019
Provenance de l'avis : Capterra

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.

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Abigail G.
Secteur d'activité: Photographie
Taille de l'entreprise: Auto-entrepreneur
Traduire avec Google Translate

HoneyBook is amazing!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 04/11/2019
Provenance de l'avis : Capterra

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.

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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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Christina S.
Secteur d'activité: Services juridiques
Taille de l'entreprise: 2-10 employés
Traduire avec Google Translate

The Best Client Management Resource-- goes beyond normal software

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 20/09/2019
Provenance de l'avis : Capterra

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.

Traduire avec Google Translate

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Casey C.
Secteur d'activité: Événementiel
Taille de l'entreprise: 2-10 employés
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.
Secteur d'activité: Photographie
Taille de l'entreprise: Auto-entrepreneur
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

Recommandation utilisateur
9.6/10
Basé sur 199 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

HoneyBook - Prix

HoneyBook - Prix

À partir de
40,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-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.

Rapport qualité-prix
4.7/5
Basé sur 199 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

HoneyBook - Fonctionnalités

HoneyBook - Fonctionnalités

API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4.6/5
Basé sur 199 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

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