Client management for freelancers & SMBs
4.8/5 (179 avaliações)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.
Vantagens
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.
Desvantagens
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.
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.
Vantagens
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.
Desvantagens
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.
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.
Vantagens
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.
Desvantagens
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.
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!
Vantagens
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!
Desvantagens
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.
HoneyBook has mastered the CRM for the event industry (and useful for many other industries)! We searched far and wide for a platform that would manage our client communication and task management and HoneyBook has that on lock down. We have been impressed with their constant improvement and development and their customer service team is A+!
Vantagens
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
Desvantagens
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)
$40/month when paid monthly, or $34/month or $400/year when billed annually.
• The secure online payment functionality within HoneyBook saves the time, effort and money needed to make multiple trips to the bank each week to deposit checks received.
• HoneyBook provides users with powerful tools to automatically track payment schedules, reservations, and leads.
• The reporting feature allows users to monitor analytics on key metrics, including the combined value of all events, success rates, the percentage of posting, and more.
• HoneyBook allows users to set up email reminders that are automatically sent to customers when payments are due
• The platform enables all parties to see and share timelines, view event details such as dates, times, and addresses and communicate via email.
Abaixo estão algumas perguntas frequentes sobre o HoneyBook.
O HoneyBook oferece os seguintes planos de pagamento:
A partir de: US$ 40,00/mês
Modelo de preços: Assinatura
Avaliação gratuita: Disponível
$40/month when paid monthly, or $34/month or $400/year when billed annually.
O HoneyBook oferece os seguintes recursos:
Os clientes habituais do HoneyBook são:
Autônomos, Pequenas empresas
O HoneyBook está nos seguintes idiomas:
Inglês
O HoneyBook tem os seguintes planos de preços:
Assinatura
O HoneyBook é compatível com os seguintes dispositivos:
Android, iPhone
O HoneyBook se integra com os seguintes aplicativos:
ActiveCampaign, Basecamp, Emma, FreshBooks, Mailchimp, Shopify, Wave, Wordpress, Wrike, Xero
O HoneyBook oferece as seguintes opções de suporte:
Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo
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.