HoneyBook payments itself as a clientflow administration platform for impartial companies. It goals to mix a number of features — together with invoices, on-line funds, scheduling and CRM software program — into one single platform.
On this evaluate, we dive deep into the professionals and cons of HoneyBook that can assist you resolve if it’s the best alternative on your small enterprise.
HoneyBook provides three totally different pricing plans. A seven-day free trial is out there for all three plans, and so they every include a 60-day a reimbursement assure as nicely.
The Starter plan begins at $8 per 30 days billed yearly for the primary yr or $1 billed month-to-month for the primary two months. After the promotional interval, the plan prices $16 per 30 days billed yearly or $19 per 30 days billed month-to-month. The Starter plan contains limitless purchasers and tasks, invoices, funds, proposals, contracts and a shopper portal.
The Necessities plan begins at $16 per 30 days billed yearly for the primary yr or $1 billed month-to-month for the primary two months. After the promotional interval, the plan prices $32 per 30 days billed yearly or $39 per 30 days billed month-to-month. The Necessities plan contains automations, a QuickBooks On-line integration, as much as two group members and expense administration.
The Premium plan begins at $33 per 30 days billed yearly for the primary yr or $1 billed month-to-month for the primary two months. After the promotional interval, the plan prices $66 per 30 days billed yearly or $79 per 30 days billed month-to-month. The Premium plan contains limitless group members, a number of corporations, precedence help, an onboarding specialist and a devoted account supervisor.
HoneyBook’s key options
Invoices, proposals and contracts
HoneyBook makes it easy to create an bill (Determine A), customise it together with your model and ship a hyperlink proper to a buyer. The software program will stroll new customers by the complete course of with pleasant pop-ups, although the system is nicely laid-out and simple to determine by yourself.
In case you have an intermediate proposal stage as a substitute of leaping straight into invoices, you may select from a couple of contract templates, fill in your info and ship it to your shopper for eSigning.
When you’ve created your bill, your purchasers will pay you instantly by HoneyBook (Determine B). HoneyBook accepts main debit and bank cards in addition to financial institution transfers, however it doesn’t combine with exterior fee gateways resembling PayPal, Sq. and Stripe. Purchasers may also select to arrange auto-pay if they want, and HoneyBook will mechanically ship fee reminders to those that don’t.
Processing charges are as little as 2.9% + 25¢ for card funds or 1.5% for ACH funds. HoneyBook additionally provides the choice of On the spot Deposit to get your funds instantly as a substitute of in 2-3 enterprise days.
HoneyBook is thought for its seamless scheduling software (Determine C), which is out there for the Necessities and Premium plans. Merely set your availability and share the hyperlink with potential purchasers to allow them to guide conferences with you instantly at a time that works for them.
You may even construct in time buffers and arrange several types of periods so that you don’t overbook your self. New periods will mechanically be added to your calendar and the purchasers’, and automatic reminders will maintain your purchasers on observe.
HoneyBook additionally provides easy buyer relationship administration (CRM) instruments for freelancers and small companies. When you create a contact, your entire messages and funds will probably be logged on their contact web page. You can even add purchasers to totally different tasks and provides them entry to a shared workspace utilizing the shopper portal possibility. New leads and communications will present up on the HoneyBook dashboard (Determine D).
Automations and AI
In case you have the Necessities or Premium plan, you additionally get entry to HoneyBook’s automations. These automations might be personalized to your workflows and minimize down on sure repetitive, guide duties (Determine E).
As an illustration, you should use automations to ship a questionnaire to a brand new shopper or get a reminder when you could have a process due. HoneyBook’s AI operate will mechanically pull branding out of your web site into the platform and assist you compose skilled emails.
- Combines many various features into one easy-to-use platform.
- Guided setup course of for brand new customers.
- Pleasant tone and approachable visible design.
- Intuitive for purchasers to make use of.
- Chat and e mail help obtainable seven days per week for all plans.
- Safe on-line funds.
- Restricted integrations.
- Should improve to the Necessities plan for scheduling, automations and the QuickBooks integration.
- Prices greater than some opponents.
- Not best for bigger corporations or teams.
- Superior reviews are within the pipeline however are usually not but obtainable for Premium customers.
HoneyBook largely depends on Zapier for its integrations. Whereas Zapier can join HoneyBook to hundreds of apps, it does require you to create one other account — and relying on which integrations you need, you may want a paid subscription as nicely. Nevertheless, HoneyBook does provide a handful of native integrations as nicely:
- Sync HoneyBook paybooks instantly into QuickBooks (this integration requires an Necessities or Premium subscription).
- Ship emails with Gmail, Yahoo, AOL, iCloud, Microsoft Outlook, Hotmail and Stay.
- Let your purchasers schedule conferences with Calendly.
- Seize leads from social media with Fb and Instagram integrations.
Who’s HoneyBook finest for?
HoneyBook is designed for freelancers, solopreneurs and microbusinesses. In case you are half of a bigger firm or group, you most likely received’t discover HoneyBook complicated sufficient on your wants. But when most platforms you’ve checked out appear too overwhelming for you, then HoneyBook is likely to be the best alternative on your smaller enterprise.
HoneyBook is costlier than some opponents, particularly as soon as the introductory interval ends. Nevertheless, it’s important to remember that HoneyBook does mix many various features into one. This prevents you from having to pay for a separate CRM, scheduler and invoicing software, so that you may really get monetary savings in the long term with HoneyBook. However in case you’ve already obtained most of your software program stack found out and also you’re taking a look at HoneyBook to do one particular factor, you is likely to be higher off taking a look at cheaper alternate options.
In the event you’re searching for an invoicing software to sync up with well-liked accounting software program, it is best to keep in mind that HoneyBook integrates instantly with solely QuickBooks On-line, and it’s essential to improve to not less than the Important plan for that. To sync HoneyBook’s invoices and funds with some other accounting software program, you’ll need to set it up in Zapier, which is likely to be a deterrent for some small companies.
If HoneyBook isn’t best for you, take a look at these alternate options
Whereas HoneyBook provides many benefits, it’s not the best resolution for everybody. Its pricing plans is likely to be too costly for smaller companies, and its options may not be superior sufficient for sure bigger companies. Some companies may also be searching for an invoicing platform that integrates with methods apart from QuickBooks in addition to fee gateways like PayPal, Stripe and Sq..
So listed below are some HoneyBook alternate options that you simply may need to contemplate.
Zoho Books and Bill
In the event you’re on a critical funds, take a look at the Zoho Books accounting platform and its companion software, Zoho Bill. Each of them include entry-level without end free plans which are excellent for small companies that may’t actually afford to pay for software program. Zoho additionally provides a number of tiers of reasonably priced, clear pricing plans to select from in case you resolve that you simply want extra options.
FreshBooks is an intuitive accounting and invoicing platform that’s extra reasonably priced than QuickBooks, with pricing plans beginning at $17 a month. Along with accepting funds instantly, it additionally integrates with PayPal and Stripe, whereas HoneyBook doesn’t work with exterior fee gateways. FreshBooks additionally contains extra sturdy instruments for time monitoring and expense administration.
Whereas it’s recognized for its accounting software program, Xero additionally contains invoicing and fee instruments that make it corresponding to HoneyBook. Xero additionally has a contact administration operate similar to HoneyBook that offers you a full image of their transactions and communication historical past. You can even retailer notes and paperwork related to every contact. Pricing plans begin at solely $13 a month, making this an reasonably priced various.
To evaluate HoneyBook, we signed up for a free trial. We additionally consulted product documentation and consumer critiques. We contemplate options resembling invoices, proposals, contracts, on-line funds, scheduling and CRM. We additionally weighed components resembling pricing plans, automation, integrations, consumer interface design and buyer help.