HoneyBook

Gerenciamento de clientes para autônomos e pequenas e médias empresas.

Sobre o HoneyBook

O HoneyBook é uma solução de gestão do relacionamento com o cliente (CRM na sigla em inglês) baseada na nuvem, projetada para pequenas empresas e autônomos, que ajuda os usuários a gerenciar processos de negócios, da consultoria ao faturamento. A plataforma permite aos usuários gerenciar projetos, contratar clientes, enviar faturas, assinar contratos online e gerenciar pagamentos.

O HoneyBook oferece a funcionalidade de gestão de tarefas que permite aos usuários visualizar e monitorar diferentes estágios de um projeto. Os usuários podem armazenar faturas, contratos e outros documentos em um único local. Eles também podem responder aos clientes com solicitações e acompanhamentos automatizados de compromissos, usando modelos e notificações personalizados.

Para ajudar os usuários a manterem o controle da carga de trabalho, o HoneyBook permite que lembretes de tarefas sejam criados e lembretes de pagamento automatizados podem ser enviados com base nas datas de vencimento dos pagamentos do projeto. O HoneyBook facilita pagamentos online seguros dentro do sistema; além disso, os contratos podem ser assinados digitalmente. A solução também fornece aos usuários as ferramentas necessárias para rastrear reservas, agendas de pagamento e clientes potenciais automaticamente. O HoneyBook pode ser integrado a ferramentas de terceiros, como Calendly, QuickBooks, Zapier, Google Calendar, Gmail e muito mais, para criar fluxos de trabalho ininterruptos e sincronização de dados.


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Está em dúvida sobre o HoneyBook? Compare com uma alternativa popular

HoneyBook

4,8 (599)
VS.
Mais avaliado

Preço inicial

19,00 US$
mês
6,70 €
mês

Opções de preços

Versão gratuita
Versão de teste gratuita
Versão gratuita
Versão de teste gratuita

Recursos

132
173

Integrações

80
23

Praticidade

4,6 (599)
4,3 (1 150)

Relação qualidade/preço

4,7 (599)
4,5 (1 150)

Atendimento ao cliente

4,7 (599)
4,5 (1 150)
As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações

Classificação geral

4,8 /5
(599)
Relação qualidade/preço
4,7/5
Recursos
4,6/5
Praticidade
4,6/5
Suporte ao cliente
4,7/5

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Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

Exibindo 5 avaliações de 599
Jordyn
Jordyn
Classificação geral
  • Setor: Cosmético
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

How to keep organized while running a business

Avaliado em 15/05/2020

From the time my prospective clients contact me, throughout the booking process, automatic...

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.

Vantagens

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!

Desvantagens

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.

Stephanie
Classificação geral
  • Setor: Fotografia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

My favorite CRM ever

Avaliado em 11/08/2021

I've loved every minute! Even with the few things that I think could be improved on, I think their...

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!

Vantagens

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!

Desvantagens

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.

Kathryn
Classificação geral
  • Setor: Serviços de eventos
  • Porte da empresa: 2 - 10 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 6.0 /10

Tries to do a lot of things, but none of them are done very well

Avaliado em 17/09/2021

I felt like the app looked great and had great potential, but the clunky UI design left me...

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.

Vantagens

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.

Desvantagens

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!

Madeline
Classificação geral
  • Setor: Relações públicas e comunicações
  • Porte da empresa: 11 - 50 funcionários
  • Usado Semanal durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Probabilidade de recomendação 9.0 /10

HoneyBook has streamlined so much of our small company's communications and lead generation

Avaliado em 02/11/2023

We've been using Honeybook since 2022, mainly to organize our lead generation and some aspects of...

We've been using Honeybook since 2022, mainly to organize our lead generation and some aspects of client-level communications. It's largely been a success, leaving us more time to focus on execution of our own projects rather than having to worry about timing and logistics associated with client relations (obviously an important point in public relations!).

Vantagens

I like how comprehensive HoneyBook is in listing out contact details, project history, and communication points pertinent to specific clients of ours. It's been very easy to organize leads, inquiries, and potential client leads. Lastly, I definitely appreciate the automated capabilities with sending out contracts, invoices and follow-up emails.

Desvantagens

I haven't quite gotten around to learning all aspects of the software yet!

Monica
Classificação geral
  • Setor: Fotografia
  • Porte da empresa: Profissional autônomo
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

I LOVE IT

Avaliado em 03/02/2021

The invoices are my favorite. I love being to bill clients through HB and not have to use a...

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.

Vantagens

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

Desvantagens

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

Exibindo 5 avaliações de 599 Leia todas as avaliações

Perguntas frequentes sobre o HoneyBook

Abaixo estão algumas perguntas frequentes sobre o HoneyBook.

O HoneyBook oferece os seguintes planos de pagamento:

  • A partir de: 19,00 US$/mês
  • Modelo de preços: Assinatura
  • Avaliação gratuita: Disponível

Os clientes habituais do HoneyBook são:

Profissional autônomo, 2 - 10

O HoneyBook está nos seguintes idiomas:

inglês

O HoneyBook é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular)

O HoneyBook se integra com os seguintes aplicativos:

AWeber, ActiveCampaign, Acuity Scheduling, Agile CRM, Airtable, Asana, Avaza, Basecamp, BenchmarkONE, Calendly, Chatfuel, ClickFunnels, ClickUp, CoSchedule Marketing Suite, Cognito Forms, Constant Contact, ConvertKit, Drift, Drip, Dropbox Business, Dropbox Sign, Emma by Marigold, Evernote Teams, FreshBooks, Gmail, Google Analytics 360, Google Calendar, Google Contacts, Google Docs, Google Drive, Google Forms, Google Hangouts, Gravity Forms, Hive, HubSpot CRM, Insightly, Instagram, Keap, Klaviyo, Mailchimp, Mailshake, Mautic, MeisterTask, Meta for Business, Microsoft 365, Microsoft Excel, Microsoft To Do, OneDrive, Ortto, PayPal, Planning Pod, Process Street, Quickbooks Online, Route4Me, Salesforce Sales Cloud, Schedule it, Shopify, Sign In Scheduling, Slack, Square for Retail, Squarespace, Streak, Stripe, Teachable, Teamwork.com, Textmagic, Thryv, Todoist, Toggl Track, Trello, Twilio, Typeform, Wave Accounting, WooCommerce, WordPress, Wrike, Xero, Zapier, Zoho Mail, monday.com

O HoneyBook oferece as seguintes opções de suporte:

Email/Help Desk, Base de conhecimento, Suporte por telefone, Bate-papo

Categorias relacionadas

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