HoneyBook Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

I love using Honeybook! I've tried a couple other CRM softwares, and this one is by far the easiest to deploy and keep me on track. It is logical and feels easy to use, which has kept me using it rather than reverting to inefficient paper tracking. The customer service has been great: always quick and friendly to answer questions and help me through something I didn't understand. I would highly recommend Honeybook to anyone.

Nachteile

The calendar sync is sometimes glitchy, but that could also be user error. One thing that would make it better would be an easy way to override when I am considered "busy" on my Google Calendar that syncs in. I'd also love to have SMS communication with my clients, but rumor has it they are working on this.

In Betracht gezogene Alternativen

17hats

Warum HoneyBook gewählt wurde

Zoho was just too confusing - I love that it's one big suite to manage Social, and Website, and Accounting, and CRM, and washes my windows...but it was overwhelming, and to have someone help me set it up would require an additional subscription. Studio Cloud was just clunky. I may not have given it enough effort, but it just wasn't quite there for me.

Zuvor genutzte Software

Zoho CRM

Vorteile

Does offer document management / sharing to organize agreements to obtain signatures from clients, which is easy and efficient to use

Nachteile

This product was pitched to our team as the supreme tool for doc management / / sharing / signatures, but it was no different, and had less features, than similar tools

Vorteile

The ease and convenience of clients booking my services and signing contracts.

Nachteile

I actually have no cons. My experience with Honey has been great.

Vorteile

It keeps my business organized and on track! From digital contracts and invoicing, custom brochures and questionnaires, to email tracking and a simple way to see what step I'm at with each project, HoneyBook keeps me on track.

Nachteile

The worst part about it is getting started, but even THAT is pretty simple with their "concierge service" where you can send them your current forms and they'll digitize them for you!

Vorteile

I purchased Honeybook primarily to keep my client details in a single location while gaining the ability to send proposals and invoices for the clean, professional touch. This area is very easy to use without having to hire a pro.

Nachteile

To use all the features of CRM, you need to hire a pro who can set you back at least $2k. Also, the payment deposits are the slowest on the market - days! If you use Square, you get the deposit the next day - same for all other CRMs. If you receive a payment on a Wednesday, for example, you won't get that deposit until at least Monday.

In Betracht gezogene Alternativen

Square Payments, QuickBooks Online, monday.com und Asana

Gründe für den Wechsel zu HoneyBook

I chose Honeybook for the invoice tracking and easy client setup. I had hoped to figure out more features to get more out of the offering but I just got lost in the lack of finding videos how to use the tools for my needs.

Vorteile

I like that the interface is easy to use and navigate and is visually appealing. I can track my leads and communicate with them and send emails and send updates and invoices, contracts, and receive payments all in one place. It keeps my business organized. I like the mobile app for business on the go. The customer support is helpful and responsive. Love the scheduling app! It has replaced my previous scheduler.

Nachteile

I want more email customization - better html features - add photo to my signature, add gifs, rename buttons and add them wherever I want in the email.
I'd like it to manage my items better - have a place where I can update item pricing and descriptions and archive old items.
I'd like better customization around the contact forms. Be able to match the text and font and fields closely to my website so that it integrates better onto my design. Be able to change colors of text and lines, and fonts and customize the lead contact form better.

Vorteile

Honeybook keeps me organized which in return gives me a good reputation as a service provider. I like that I can do it all - and at that from my phone because theres an app that has most of the features the desk top does

Nachteile

There's not much to like about it. It meets all of the things I was looking for in a CRM.

Vorteile

Well, I really like about honey Book. It was very professional and easy to use

Nachteile

I didn’t like that the pricing system was very high, especially for startup businesses

Vorteile

Straight forward, user friendly and nice look to it.

Nachteile

Still learning all the capabilities but no complaints yet

Vorteile

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.

Nachteile

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.

Vorteile

1.Template building for sure. Not having to hand customize every single contract has saved so much time.
2. The fact that, in the wedding industry, it is heavily female dominant.... which means a lot of us are moms.... which means that this app allowed me to take care of critical work while on my phone. THAT is a lifesaver with kiddos. If you know you know!
3. The time between sending a proposal and getting paid (depending on how ready to book a client was) was minutes at most. I’d get live feedback when they opened the file, signed the contract, and made a payment. I never had to guess.
4. Customer service was great!!! They actively ask for feedback from their customers and even go granular with their questions so they can consider the nuances of each client’s industry!

Nachteile

1. The email communication side of the app is very hit or miss. Where they soar with sending files and making payments a BREEZE, the ability to create a streamlined, semi-automated Follow-up process for leads that come in is sorely lacking. Even if HoneyBook never intends to be the best at that portion of sales, I feel it is a simple task to add a feature that makes it easy to add tags to leads so that you can export those contacts to a service that DOES soar in email communication and lead nurturing.
2. There is still a lot of room for more organization in the communication process from sales to project completion.

In Betracht gezogene Alternativen

17hats

Gründe für den Wechsel zu HoneyBook

After looking into many different options (I don’t even remember all of them) we chose HoneyBook because of: 1. It’s UX design. It was very easy to navigate and use for both us as the admins and the customer. 2. The process of receiving payments was so simple. 3. The template creation which eliminated customizing every single contract manually. 4. The app!

Vorteile

HoneyBook just overall has so many great features that will help you run & maintain your business every day. During the onset of Covid & with so many of us experiencing cancellations & such, they were the only CRM I knew of that rolled out any help with legal documents to help you convey the right words to your clients to not only help you stay level headed & in charge of your business, but also helped your clients realize that cancelling should be a last resort & that we business owners are here for them!
I am also a big fan of most all of the templates that they provide for you to help set your business up for success! Aaaand in the Winter, I love the little Snowman icon that sips hot cocoa & makes the computer screen be a wintery scene. Adorable!
HoneyBook is very easy to use, & their customer service & tech departments are da bomb!

Nachteile

The only things I wish that HoneyBook would improve on the most would be trying different variations with the project pipeline, with adding more availability or being able to choose between pipelines for different project types, & working out some kinks with the scheduling system between what we intend for clients to see in availability & what they actually see; & for the client to be able to go in & change their selection of date & time immediately afterwards & up to half an hour later.

Vorteile

Everyone kept telling me, "Honeybook is great, but there's a learning curve." So I was a little intimidated. They were wrong, I could jump in face first and start using it exclusively immediately. Even in the middle of a terrible time for my little business, I will pull all the strings I can find to be able to afford Honeybook. It's easy for me, easy for my clients and keeps me focused. It saves me time and energy and thats the most important thing!

Nachteile

The only thing I'm having issues with right now is making a brochure. It probably user error, but I wish it there more extensive editing capabilities within the brochure making operation. I will play around with it some more though.

Vorteile

I moved away from Quickbooks online because they didn't have an easy way to send customers automatic recurring invoices. Honeybook had pre-built service agreements along with the automated recurring payments feature I needed for my business. It was appealing to work with them because set up was very easy to get what we needed up and running

Nachteile

After a client pays their invoice, it usually takes 12-24 hours for Honeybook to send me a confirmation email saying they've paid. This is (I don't use this word often) absurd. With Quickbooks, I know payment confirmation comes in within 10 minutes.

Especially if I am going to start work with a client right as they pay, this hurdle in their platform stops me from getting to work right away.

It usually leads to me emailing my customer "Did you pay the invoice?" then them replying "I did!" then me looking into Honeybook wondering why the heck it hasn't come in and making me look foolish to my client... Then I finally get the notification the next day.

It's the #1 feature request they need to get updated.

In Betracht gezogene Alternativen

Stripe und QuickBooks Online

Gründe für den Wechsel zu HoneyBook

Because they have online scheduling, and pre-built proposals/service agreements to use. More of an all-in-one platform.

Vorteile

I love how organized I feel using this product - I can see at a glance where I am in the process with all of my clients and it is amazing to pull up all the correspondence with each client in one place. It has made a world of difference and I am beyond happy with it!

Nachteile

The thing I like least is the limitation when building templates for contracts, proposals, questionnaires, etc. - I am in the business of photography and delivering beautiful images is what sets my soul on fire! I wish I could add some of my images into some of my documents and have full control over the size and their location in the document. The way it is set up right now is a square crop on any image which can only be left, center, and right page. Dubsado has the leg up on Honeybook in that regard but otherwise I am totally happy with Honeybook.

Vorteile

Honeybook took my booking process to a massively higher level of success. My contracts are all signed, and invoices are paid before I even start designing. I walk my customers through the process and we discuss TAT and rates, next steps, and then I kick them over the Proposal with the same details we discussed during the sale.

With other software I've struggled to receive timely payments, or contract signatures.

Not anymore!

Nachteile

The contract templates are pretty limited to social media management and marketing ops. I think that every business needs their own contracts, period, but it would be nice to have a better starting place for other service providers.

Additionally, the emails that Honeybook kicks out for proposals, payments, contracts and the like have reportedly found their way to many of my customer's spam box. I just warn them ahead of time, but it's not super reassuring to some more leery customers.

Vorteile

Task automation
Easy to use invoice management with built in payment link
Modern and easy to read brochures and proposals
Contract integration with E signature capabilities
Easy to use platform
Manages all client communication with Gmail integration
Unbeatable customer service
AFFORDABLE

Nachteile

Difficult for clients to find current versions of proposals when looking for it from emails
Some shortcomings when working with teams (sharing proposals / contracts / invoices)

Vorteile

I get paid without hassle. Everything is automated. The proposal is so amazing, you send the invoice and contract together, and it goes with a pay button where the customer has no choice besides to sign the contract and paying.

Nachteile

The app.
The time tracking - the fact you have to calculate the time in fractions, what should have been an easy task becomes a "let me google what 1h35min is in time fractions". You can just put the time in the app, but not on the webapp. But I can never login at the app because it doesn't accept Google SSO, but it does on the web, so I always have to change my password. The app doesn't stay connected for long.
So I just don't use the app, I have it installed because maybe one day it will update and login with Google.

Vorteile

I really like how well thought out everything is. Honeybook meets my business needs on multiple levels. It's given my business the structure that it needed. My business looks good every step of the way with custom brochures, questionnaire and well drafted contracts. I started using Honeybook at the start of the pandemic and was amazed at the customer service. Honeybook stepped in to provide it's community with webinars and resources on how each business could navigate the pandemic. They went above and beyond and for that I am grateful.

Nachteile

I have nothing bad to say about Honeybook

Vorteile

What I love most about Honeybook is that most of my business needs can be handled through them! Aside from client galleries- it’s all done here on Honeybook. The program is organized, intuitive, and includes so many features! It’s easy to learn and use. I can’t imagine running my business without it!

Nachteile

I have no cons. This meets and exceeds all expectations that I would have for a CRM.

Vorteile

We can conduct all of the business we need to within one software. We can create contracts, get them signed and get paid, all within HoneyBook. Our team can communicate with clients straight from HoneyBook. It will even allow us to communicate from emails within the website. Love it! Makes our jobs so much easier. It allows our creatives to create and not have to worry about all of the details associated with the business practice.

Nachteile

We don't have any complaints. We book 40ish weddings a year and I strongly believe HoneyBook pushed us up to the next level with professionalism.

Vorteile

The complete set up of contracts, invoices and legal portions was so quick and easy. Now we don't have to struggle with creating new proposals with each client. The auto population of products previously used is a huge time saver and makes it really easy for new employees to get the right price with the right product.

Nachteile

The only thing I would like to see, and truly, I haven't asked, so it may even be there already; the monthly report of income shows the total of all contracts that came in during the month. We only collect a deposit from each. We would like to see the income report reflect just the deposit total of the month for our accounting purposes.

Vorteile

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.

Nachteile

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.

Vorteile

Honeybook has everything we need to run our two companies (and we use it for both). Support has been absolutely excellent, and we love how they're constantly adding new features and templates. HoneyBook is easy to use and they take security seriously, which we value.

Nachteile

They're stuck in the Stripe system for payments with zero other options. We run our businesses using PayPal and the lack of paymention options pales in comparison to a couple of the CRM competitors out there. The app could use with a UX/UI redesign for the new decade. It's easy to use, but could be much better.