HoneyBook Reviews

Managing clients with HoneyBook is relatively easy, as the platform offers several ways to store customers’ information and communicate with them effortlessly. For instance, creating a project opens a dedicated space for each client, where users can send emails, upload documents and photos, check payments, and more. Sharing the project’s link with customers gives them access to all project stages and allows them to schedule meetings and make payments. In turn, this helps streamline the relationship between businesses and customers. By cutting out the back and forth with numerous emails, text messages, and phone calls, the software helps users create an air of professionalism in their company.

The time tracker tool is valuable for adding how many hours were dedicated to each project and, consequently, knowing how much to charge. Also, the option of scheduling meetings through the platform is worth praising. It’s an effective and time-saving solution for business owners to keep an organized agenda and for their clients to choose a time that suits them. When scheduling a session, it’s possible to customize the details such as type (phone call, in-person, video), title, time zone, and duration. Plus, there are over 80 types of customizable templates, including proposals, contracts, questionnaires, brochures, and others. Contracts can even be signed through the software, proving that HoneyBook is indeed an all-in-one platform. Finally, it should be noted that users can add unlimited team members to their accounts and assign them the appropriate permissions based on their roles.

HoneyBook offers a huge variety of features that streamline the sales pipeline, which is displayed in the projects tab. Divided into stages, the pipeline is updated whenever proposals are sent, contracts are signed, or payments are made. Regarding online payments, a fraud team monitors the transactions, and all major credit, debit, and bank transfers are accepted. Additionally, automatic payment reminders can be set.

It’s worth mentioning that the platform offers handy tools for creating formal proposals. These can include not only the details of the services to be provided, but also contracts and invoices. Moreover, although HoneyBook already provides convenient pre-set stages of the sales process, not every business and client are the same. So, it’s excellent that the project pipeline can be customized to fit the specific needs of each project. Users can add up to ten custom stages and easily rearrange them through drag-and-drop.

Although HoneyBook lacks built-in social media management, it offers useful marketing-related resources. For instance, many workflow automations can be set, such as creating tasks and sending emails, files, and follow-ups to clients. Users can also trigger actions based on client behavior. For example, the software can be set to automatically send an invoice whenever a contract is signed. It’s also possible to customize the contact form with your brand colors and embed it into your website. Those who don’t own a website can still share a direct link to the contact form via email, social media, or other communication apps.

Reports are essential for managers to understand their financial performance and interaction with clients. HoneyBook’s reports page displays overviews of leads, bookings, and financial analytics in an organized way. The p rojects section shows data for projects within a specified time frame, including collected and outstanding payments and the total value of bookings. Having this data organized by time frame is helpful, as users can evaluate whether or not the strategies adopted during a certain period worked.

There’s also a section based on lead sources to understand where the best leads come from (website, social media, etc.), which helps users determine which sources are performing well and, therefore, which ones to focus on. The reports include valuable information, such as the percentage of leads that have been booked and the average number of days between the lead being created and the project booked.

The last section gives data from specific periods, including information like the number of booked projects, total tax based on all payments made during the period chosen, and success rate. All this data is relevant for making informed financial decisions and identifying unsuccessful areas to develop strategies to improve the business. Finally, it’s handy that all projects and leads reports, along with annual and monthly analytics, can be downloaded in CSV files.

HoneyBook’s bookkeeping tool is excellent for having accessible and organized accounting. All payment-related information for each project is presented in the payments tab, categorized into paid, upcoming, and overdue. Being able to see this information clearly and neatly is essential for business owners to manage their company’s finances. It’s also possible to keep track of project expenses, and there’s a useful profit-and-loss statement page to instantly check how a business is doing.

HoneyBook is fully available as an online platform for all types of browsers. There are also user-friendly and easy to navigate apps for Android and iOS devices. Most features like creating projects, responding to inquiries, and keeping up with the pipeline stages run as smoothly as the web app. Unfortunately, some advanced tools, such as bookkeeping, automation, and contact forms, can’t be accessed from mobile devices. It’s also disappointing that a mobile apps aren’t available for clients. Still, the online platform is mobile-optimized, so your clients can still access their project workspace on the go.

A platform with many features may be appealing on a surface level, but quality should always come before quantity. Fortunately, with its sleek interface and array of tools, HoneyBook has it all. The uncluttered dashboard displays the projects, calendar, tasks, bookkeeping, and reports, whereas the extensive list of all other features can be accessed in the tools tab.

Additionally, this software stands out among the crowd because every tool has a small explanation that conveniently guides users throughout the platform. For example, all the setup steps are guided, making the process fast and easy. Also, the projects pipeline page provides a walkthrough of how the tool works, and the stages on the pipeline have an explanation of the content displayed. Overall, HoneyBook’s intuitive layout and neatly displayed tools give users a great experience managing their customers.

As a service designed to help manage customers, it makes sense that the primary communication channels are integrated into the platform. That’s why HoneyBook supports email providers such as Gmail, Outlook, Hotmail, and others. The software also integrates with Zapier, giving users extra automation support.

Meanwhile, Facebook and Instagram Leads integration allows users to collect leads through these social media platforms and funnel them into the project pipeline. It’s also possible to integrate the service with Zoom and Calendly, which is extremely helpful for scheduling meetings. Also, it’s convenient that integration with QuickBooks is available, so when clients make payments through HoneyBook, invoices are automatically created in QuickBooks.