The Best Client Management Resource-- goes beyond normal software
コメント: 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.
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.
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.
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.
I LOVE IT
コメント: The invoices are my favorite. I love being to bill clients through HB and not have to use a different program to do that. I get to keep EVERYTHING in one spot which actually saves me money. I don’t need a separate software for bookkeeping, calendars, workflow, etc. It’s ALL here. In one place. I’m obsessed. I can’t imagine not having HB.
Very user friendly, they offer so much! I love being able to track my expenses and schedule clients. I love the workflow feature, it’s so helpful. I REALLY love the fact that clients can pay you through the HB invoice. That’s probably the best part. Its awesome that they added a COVID-19 tool kit that shows you which clients are most likely to be affected. And then they have email templates that are COVID related. So many resources are provided, it’s like they actually care about us 🥺 💕 haha. Highly recommend
The only thing that’s a little slow is the payment actually getting to my bank account. I’m not even sure if HB has anything to do with the time it takes, but I do wish it didn’t take 2 days to finally show up in my account. I wish there was an option to “instantly” transfer the funds for like a 1% fee. Like Venmo! That way if someone needs the money ASAP, they can instantly get it OR they can choose to wait the 1-2 business days to get the full payment. That would AMAZING
コメント: I do all my admin through Honeybook and it has reduced the time I spend astronomically. I've recommended and trained several people in setting up their Honeybook systems and absolutely love it.
I love how quick and easy Honeybook is to use and update. I'm constantly fine-tuning my processes and it is so satisfying to have everything saved and organized in a very intuitive way.
I don't like how many separate emails I need to make to send out my appointment scheduling.
Tries to do a lot of things, but none of them are done very well
コメント: I felt like the app looked great and had great potential, but the clunky UI design left me frustrated. We had been using it for almost a year and still felt that something just wasn't clicking. We ended up moving away from Honeybook and chose another program that was more specific to our industry.
The look and feel of the app is very clean, love the ability to add images and customize the look and feel of contracts, flyers, brochures and more. Adding a custom form field to our website was easy to do. Automation feature seems nice, but we didn't really use it.
In contracts the most frustrating thing is that you can only add line items at the very bottom of the invoice. That means if you have a very long invoice and want to add a line to the top of the page, you have to add a line at the bottom and drag it all the way up to the top ( which is extremely tedious ). It wastes so much time that it made me wonder if we wasted more time trying to use this clunky app than just doing things the way we were used to in excel!
My favorite CRM ever
コメント: I've loved every minute! Even with the few things that I think could be improved on, I think their team is doing an amazing job!
The best part about HoneyBook is that I'm able to fully customize everything to match my brand's visuals. Everything about this CRM is easy to use. The support team is always incredible if you need help - they're seriously the best around. The community around HB is also amazing. I love how easy it is to go from an inquiry to a booked project with my automated workflows! The newer client portal feature is always a client favorite, too!
I would love to see a more flexible method for viewing pipelines and tasks. I prefer to view a Kanban-type of pipeline/workflow and tasks. I'd like to be able to click on a workflow and see how many clients/projects I have under it. I also don't like that I can't charge for certain appointment types. I would love to use the scheduling feature for booking mini sessions or other items that I would charge for outside of weddings/brand sessions. It would also be great if certain appointment types could work as lead capture forms (i.e.: when an appointment is booked, a new inquiry is created). For financial tracking, it would be nice to be able to create a recurring expense.
HoneyBook is the right CRM for you!
コメント: I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is available & how they compare, but I think my loyalty & the overall satisfaction with HoneyBook will keep me here!
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!
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.
Michelle simmons -.
The BEST investment for my business
コメント: Love love LOVE HoneyBook! I've been using it for several years now, and can't imagine using anything else instead. And their customer service is QUICK and helpful for the few times I haven't been able to figure out how to do something.
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.
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!
Ever Growing to Meet the Needs of My Business
コメント: If they keep improving the product the way they have been I will be a happy HoneyBook HoneyBee for life.
I love the Project Management area. I can see everything i am working on and the stage it is at. I also love the automation of some of the project stages. I love that everything pertaining to that project is all included in the project. Once i open each project i can see all the files, correspondences between my client and I. I can simply pick up where i left off.
I was expecting more from the workflow and would love the option to create a link so clients can open the link to get to the invoice to make the payment. As much as I’d love everyone to use the client portal, not everyone can handle it and this would be a great feature for older, less tech-savvy clients.
Honeybook just works!
コメント: I am very happy with the software.
I really like how seamless, intuitive, and robust honeybook is. I like how it keeps me on track and integrates with calendars, emails, and helps my clients stay organized.
Some of the features I would like to see in the future would be the ability to integrate a "store"-like function directly into the crm. I would like my clients to be able to choose from options that I offer and those choices to become a proposal or invoice.
The learning curve is flat
コメント: Honeybook is responsible for the success of my business. Before Honeybook I had to follow up and demand to get paid and often get my payments postponed. Now it is all automated, clients even put their invoices in auto-pay.
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.
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.
This Product is a Must.
コメント: This software organizes our contracts, our proposals, our payments and essentially preps all our accounting in such a quick easy way. Our business became so much easier. We don't have to sit over paperwork for hours and that gives us time to give it our clients...which in turn gives us more clients. Our clients have never had to ask how to pay through the software because it is easy. The system even sends out payment reminders to our clients so we don't have to...which is definitely a major plus. I have already recommended HoneyBook to several other businesses who were struggling with all the paperwork and payments for their companies. This software makes that much of a difference.
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.
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.
Using HoneyBook is like having a personal sales assistant helping me run my business 24/7
コメント: Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook! Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.
Honeybook is incredibly intuitive and easy to use. Luckily, I started using it when I began my business, so I didn't need to transfer any existing CRM or sales data over. When I was onboarding, HoneyBook's support staff loaded in a bunch of pre-designed templates specific to my industry. They also took images I sent them of my products and prices and turned them into usable sales proposals. That alone has saved me WEEKS of time that I would have had to spend learning how to use HoneyBook and manually inputting my content.
The time tracker does not function to the extent that I need it to. I currently use Time Doctor to track my time, but it would be nice if I could keep everything in HoneyBook. Also, I oftentimes don't see my reminders for following up with "tasks" for clients in my projects pipeline. If there's a way to have those notifications automatically sync with my personal google calendar and send me an email reminder, that would be helpful. Pipedrive's CRM and sales pipeline does a really great job of showing urgent prospects to follow up with. I think it color-codes them too. Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. The notes are also not displayed in a way that's very easy to read. It would be nice to add bullets, bold text, underline, etc. Pipedrive does a really great job of showing all of the email threads and notes between clients and multiple team members in their CRM. Also, the first time I sent an invoice, HoneyBook automatically included a place for gratuity/tip. I've now figured out how to turn that setting off, but I couldn't see that it was automatically included in my invoice ahead of time. With my business (and I think most), they will never need gratuity, so I think that's kind of an odd setting. Maybe instead of having to click and review the settings in the left side bar of invoices, there could be an extra prompt to review those settings before the user sends the proposal to their client.
Organize My Squirrel Brain
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!
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.
Leigh ann S.
Powerful, Intuitive Tool
コメント: When we were starting up our business, an event venue, I was going nuts comparing the different CRM software. When you haven't actually used them, you don't know which will work best for you. Another venue owner told me she used HoneyBook. I had learned a lot from her, and finally decided that if she thought HoneyBook was good, it probably was and I'd just go for that. Best decision ever!
I love the pipeline, where each client's project is categorized by stage (new inquiry, tour scheduled, proposal signed, etc.). I can pull up all clients who are in the "Planning" stage of the pipeline, for example. Under each client's project is absolutely everything related to their project: all emails exchanged, contracts, payment schedule, separate workspaces with vendors who will be working on the project, and more. I have templates for emails and have them sent automatically. One goes out when we receive an inquiry, a different one 5 days after client signs the contract, and another 30 days before their event date. There are also templates for brochures, contracts, and payment plans. I can't imagine having to do all of that manually! I set the system up for my business with no outside assistance. It was easy to understand.
Would like to have more ability to make formatting changes (bullets, numbering, bold, etc.) when editing a document. I can do this on a new document, but not when editing an existing one. Workflows could be improved to have more triggers and the ability to automatically send files.
Hi Leigh Ann, Thanks for your feedback. It's helpful to know where we can improve. We're in the process of building in more formatting customizations right now, as well as new triggers within workflows to help you automate tasks on a more real-time basis. Stay tuned!
Best choice I made for my business yet
コメント: Payment processing was always a challenge until I found Honeybook. I love that the automated convenience of honey book. I set my templates, it does the rest. I send an invoice, it bills, reminds and keeps everything squared away. Not to mention it auto-deposits funds into my account. IT keeps me in business!
Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful.
I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience.
The easiest way to get paid fast!
コメント: My overall experience has been very pleasant! The customer service is always very helpful and the little frustrations of working with a start up or nothing compared to the benefit that it’s given our business in the past two years!
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!
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.
The Best CRM Software EVER!!!
コメント: 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.
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.
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.
HoneyBook is amazing!
コメント: 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.
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.
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.
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.
From Employee to Business Owner Honeybook has been by my Side
コメント: 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.
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.
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.
コメント: 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.
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.
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.
Honeybook is the best!
コメント: 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!
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!
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.
How to keep organized while running a business
コメント: From the time my prospective clients contact me, throughout the booking process, automatic reminders of upcoming payments, clients being able to pay through honeybook, and even following up after my scheduled time with clients, Honeybook is my biggest tool.
Honeybook is essential to running my business and now that I've been a user for more than 2 years, I can't imagine not using it. As a photographer, it is important for me to keep all of my scheduling, contracting, payments, and details as organized as possible so that I don't miss a meeting, or special detail for a wedding or photo session. Every part of my business is streamlined now that I use Honeybook. Reporting on Honeybook is made very easy from being able to see what % I've booked based on the number of signed contracts, where most of my clients find me, and how much money in taxes I need to pay for the quarter. Additionally, Honeybook has an opportunity board where creatives can post about need for associates, styled photo sessions. Finally, if you refer 2 people per year to Honeybook, your cost for the entire year is covered.. can't beat that!
There are times when I donate photo sessions to non-profits and want to be able to send an invoice showing how much the session would have cost, then adding a discount to show a $0 invoice but there is not a way to send that without charging the invoice and refunding. I wish that I could do more on the mobile app, but new features are being added frequently.
コメント: Customer service is prompt, attentive, and friendly. The program helps me manage all of my couples' needs efficiently and with ease from the first contact to follow up after their wedding ceremony.
Honeybook provides many tutorials to help you get the most out of the program. Setting it up is fairly simple and worth the effort for the ease of use in managing your clients and how much time you save when using the features such as email and contract templates and task management. I love having everything about my couples in one place - the contract, tasks, payments, all messages and any notes. Plus, I can see the details at a glance and love the ability to integrate my own pictures so my clients and I can all see the beautiful eye catching graphics of my choosing.
I honestly can't think of anything I don't like. I thought I liked my old program a few years ago, but when it went defunct and I had to change, I was so grateful I was forced into an upgrade. I did not know what I was missing. This program simplified the management of my business beyond what I thought was possible.
Definitely a game changer!
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!
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.
Makes your Creative business Look 👀 and run like a champ!
コメント: I was able to put different packages together with pricing that reflects the complexity of the events, such as weddings or corporate events that require more interaction with the client's for planing and venue walk-thru’s which will require more of my time to finalize the bookkeeping side of things simpler. Less complicated events are priced lower allowing me to book more events based on The amount of time I spend with the client versus actually the work that needs to be done giving me more time being creative and last time running the business.
I have been with HoneyBook since it’s inception, I was fortunate enough to be one of the founding fathers. In the beginning, what attracted me about the platform was the ability to focus on getting my clients booked quickly by keeping everything in one spot through the iOS app or web-based interface and it has been relatively easy for them to use as well. They were already an amazing company with an outstanding product, and with each update they release, they continue to exceed my expectations and help me run my business on the go by making the complicated tasks seem quick and easy. BEST INVESTMENT EVER!! Thank you so much for bringing me and my entertainment company to the 21st century!!!
Definitely Would like to see a review questionnaire or rating system with an HTML generator plugin that could be used to post on my website or google ad. Updated training videos for the new features.