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HoneyBook reviews

HoneyBook

Client experience and financial management platform for independent business owners
our rating 4.5 out of 5 Stars

HoneyBookProduct Overview

  1. About HoneyBook
  2. Pros of HoneyBook
  3. Cons of HoneyBook
  4. Breakdown of core features

HoneyBook product overview

HoneyBook is a client experience and financial management platform for independent business owners. Combining tools like billing, contracts, and client communication, it empowers small business owners to get organized so they can give top-tier service at every step and manage the enterprise efficiently.

This all-in-one management platform for freelancers and solopreneurs streamlines business processes, from first inquiry to final payment, so owners can spend less time on busy administrative work and more time practicing the craft they love. HoneyBook’s features equip small businesses to handle everything from brochures and proposals to contracts.

Pros of HoneyBook

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  • It keeps invoices, contracts, and all other important files organized in one space that’s accessible to the business owners and their clients.
  • HoneyBook’s in-house fraud team monitors all transactions, ensuring safety for the company and its customers.

Cons of HoneyBook

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  • Its mobile app has limited capabilities compared to its desktop version.

Breakdown of core features

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Proposal

HoneyBook Proposal is an all-in-one booking file that enables the business to book faster. It unifies invoices, contracts, and payments, allowing clients to review services, provide an electronic signature, and make their first payment in one swoop. The 1-2-3 experience cuts out unnecessary steps and waiting times, helping companies win clients faster and with less effort.

Scheduling

The online scheduling tool lets users customize sessions to fit their schedules. Business owners can set their availability, and clients can schedule meetings without switching between different platforms for sending meeting links. Moreover, users can create multiple session types, add locations, and send auto replies and reminders.

Client portal

HoneyBook offers a client-facing space where customers can access all past and present communications, payments, signatures, and appointments. This client portal is entirely customizable to suit the brand and keep everything organized.

Automations

Automations free up the time and headache spent on repetitive tasks that come along with running the company. Business owners can use automations to schedule follow-ups with clients, set future task reminders, send thank you emails, and send pricing information to leads as soon as they inquire.

(Last updated on 09/07/2022 by Liz Laurente-Ticong)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    High-end
  • Works Best For
    Small Sized Businesses

Screenshots

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Video

Features

  • Lead and Project Tracking
  • Online Invoices
  • Proposals
  • Online Contracts
  • Scheduling
  • Online Paymenf
  • Automations
  • Client Portal
  • Payment Reminders
  • Mobile App

Integrations

  • Calendly
  • Google Calendar
  • QuickBooks
  • PayPal
  • Slack
  • Trello
  • Dropbox Business
  • Microsoft 365
  • WordPress
  • Mailchimp
  • Salesforce Sales Cloud
  • Acuity Scheduling
  • Asana
  • Google Drive
  • Shopify

Pricing Model

  • Unlimited Monthly
  • Unlimited Annual

Languages

  • English