Whether you’re just starting your business or already have dozens of clients, Honeybook is jam-packed with all the features you need to manage your business efficiently.
An efficient CRM software allows you to manage your projects, distributes assignments, issue invoice, handle meetings, and design branded proposals.
In this detailed Honeybook review, we’ll look at all the features, options, and opportunities for freelancers, bloggers, and small business owners within the Honeybook Platform.
Table of Contents
What is Honeybook CRM?
Honeybook is a cloud-based customer relation management (CRM) tool for freelancers and small business owners. The platform offers all the essential features to build a successful business.
Honeybook is an all-in-one management platform that integrates CRM with lead and project tracking and automated workflows all in one package.
You can easily keep track of your business proposals, invoices, interactions, and many more from an easy-to-use dashboard.
It’s a great productivity tool for freelancers as you can store all the information you need so that you dont have to go scratching through your email archives to find it.
Pros and Cons of Honeybook
Here are some Pros and Cons of Honeybook
Pros:
- An all-in-one CRM software for small business
- Automatic payment reminders for clients;
- Integrates business management, invoicing, automation, and payments
- Solid Mobile App Integration
- User-friendly interface
- Dynamic pipeline-focused system
- Schedule appointments with ease.
- Versatile iOS and Android apps
Cons:
Honeybook Features
Contracts
Honeybook comes with premade contract templates that you can use to onboard clients. Each template is easily customizable, or you can import what you already use.
It’s a helpful feature to have in a CRM, especially if you’re starting your business or freelance career or dont know how to draft a contract.
Invoices
Most freelancers or small business owners can tell you that creating and sending timely invoices is one of the most time-consuming and stressful aspects. Honeybook automates this process, provided you take the time to set it up correctly.
You can easily create invoices for the jobs within a few minutes of completing the setup process. The invoice contains all the necessary account and payment information your clients need.
Online payments
Honeybook helps you send neat, branded invoices to your clients regarding financial documents. You can easily set up invoicing, contracting, and online payment from one CRM platform.
You can also accept payment on a recurring or scheduled basis and automatically apply discounts and tax calculations. Honeybook also sends automated payment reminders to your clients regularly.
Honeybook makes accepting credit cards, debit cards, and bank transfers easy with an excellent mobile-friendly payment interface.
It also has an “instant deposit” option where you won’t have to wait a few business days and have money in your bank account immediately with a transfer fee of just 1%.
Automation
From automatic payment reminders to review requests, Honeybook is the best project management software to handle your daily workload.
The software lets you queue up sequences of tasks, essential files, and other automation to ensure your business keeps running even if you are away.
Like when a prospective client reaches out, you can have the software send a gentle note and a questionnaire or set up a meeting on your calendar. These immediate follow-ups will make you look professional and free you from billable tasks.
It is one of the great features of Honeybook as you can quickly provide your clients with the relevant documents or information without any delay as soon as they need it.
You can even easily add documents in those automated replies or use the available premade templates.
Streamline Communication
Communication is essential, especially when dealing with dozens of clients, and you need to retain clients’ history.
Rather than storing separate emails, chats, etc., Honeybook allows you to combine all your communication systems in one platform, reducing missed deadlines and email threads.
Honeybook Mobile app (iOS and Andriod)
When you start as a freelancer, you cannot afford to sit in front of your laptop all day replying to or managing your clients. This is when you need flexible CRM software for easy management across all devices.
Honeybok offers the best client management on both Android and iOS. Thus, you can never miss a notification or a messenger while on the go.
Honeybook CRM Pricing
Honeybook is the most affordable project management software for freelancers and small business owners. With just $9 per month, you access all the above features and 24/7 customer care support.
After the 7-day free trial period, for just $32 per month ($390 per year), you get a customized onboarding session, intuitive dashboard, streamlined scheduling, and many more when billed annually. Plus, abundant options to manage operations, marketing, sales, and finance.
Honeybook for Freelancers?
When you’re just starting as a freelancer and have a few clients (maybe one or three), this may sound stupid to invest money in some project management software.
Working with just a few businesses isn’t too complicated, especially if you only have to manage a few projects and clients simultaneously.
The actual difficulty arises when you need to scale your freelancing business. Keeping up with dozens of clients with multiple projects, their contact information, project deadlines, rates, billing preferences, meetings and schedules, and more can quickly overburden you.
If something gets unnoticed or you mistakenly invoice the wrong client, it could cause a severe issue for your freelance business.
Honeybook can be a great project management tool for your business, and you can quickly pursue your dream of becoming a successful entrepreneur.
Top Honeybook Alternatives
There are a lot of free alternatives to Honeybook, but they are probably not doing the same thing as Honeybook. If you dont want to spend on project management software, you can keep track of everything on paper or your excel sheets. What you’re paying for here is convenience and peace of mind.
Here are some of our top picks:
Monday
Monday is the best alternative to Honeybook, a fully customizable platform; you can create your workflows, marketing, tasks, sales, HR, etc. It’s less focused on client interaction and more on completing productive work. If you’re managing a team and need specific software to manage your projects, Monday got you covered.
Check out the Top 5 Productivity Tools for freelancers.
Hello Bonsai
Hello Bonsai is a great project management software for freelancers; it’s easy to use and not too heavy on your pockets. It may not have as many features as Honeybook, but if you dont need all the bells and whistles, you won’t miss them.
Here is a list of all-in-one CRM for small business owners and freelancers.
Frequently Asked Questions
Is HoneyBook the same as QuickBooks?
Well, Honeybook and QuickBooks are not precisely the same. Honeybook is the best CRM tool, while Quickbooks is more of an accounting or bookkeeping software.
However, for better performance, you can integrate Honeybook with QuickBooks to manage invoices, expenses, stock management, payment, and client communication in a single platform.
Learn more in our detailed post on Honeybook vs Quickbooks.
Does HoneyBook take a percentage?
Honeybook charges a 3% to 1.5% processing fee for credit card and ACH bank transfer payments. This processing fee is comparable to those you would see in Square, PayPal, and other online payment systems and are not in addition to what you would pay when using other online methods.
Is HoneyBook only for photographers?
Honeybook isn’t just for photographers. Anyone with a service-based business can benefit from Honeybook’s customer management program. The software lets users manage projects, book clients, send invoices, accept payments and even sign contracts.
In Honeybook, the members can track various stages of projects and keep all the business-related documents like invoices, contracts, and other documents in one single palace.
Is there a free version of HoneyBook?
Hoenybook monthly pricing starts at $39 per account, and it does offer a free trial of 7 days where you get access to all the paid features of the software.
Does HoneyBook sync with QuickBooks?
It’s a convenient integration for all freelancers and small business owners; connecting your Honeybook account with QuickBooks allows the system to automatically sync your online transactions from Honeybook directly into your QuickBooks account.
It makes it extra simple to manage all your accounting and projects in one place.
Is HoneyBook accounting software?
HoneyBook is not a bookkeeping software. However, it allows you to manage all your business finance in a single platform by providing an all-in-one solution for tracking invoices, online payments, and expenses.
However, Honeybook can also be integrated with other accounting software such as Quickbooks or Freshbooks. Learn more about the best accounting software for freelancers.
