We earn a commission from brands listed on this site. This influences the order and manner in which these listings are presented.
Advertising Disclosure

HoneyBook CRM Review 2024

All-in-one CRM for freelancers and small businesses
By Phillip RichardsonBy Phillip Richardson -
Last Updated: Mar 28, 2024
289 reviews
by
logo-HONEYBOOK
Visit Site
Price
From $16 per month
Free Trial
7-day free trial
Integrations
Gmail, Google Calendar, Quickbook, Calendly, Zapier

Our Verdict:

Is HoneyBook Worth It? 

If you’re looking for one place to manage all your client interactions, then you should consider HoneyBook. The platform integrates project management tools within the CRM making it stand out from the competition.

Enterprise users wanting advanced customizations and endless features might find HoneyBook a little limiting. But I found the ease of use and intuitive pipeline for managing clients an ideal option for freelancers and small teams. 

Price
From $16 per month
Free Trial
7-day free trial
Integrations
Gmail, Google Calendar, Quickbook, Calendly, Zapier

HoneyBook at a Glance

8.7
Editorial Score

Easy-to-use

Easy to set up, advanced customization and intuitive pipeline
8.9

Great for Small Businesses

CRM for small businesses and freelancers
9.8

Automations & Integrations

Integrate with email systems, Zapier, social media and more
9.0

Reporting & Analytics

Clean and easy to read reports
8.0

Customer Service

Email and live chat available
8.0

HoneyBook Pros & Cons

PROS

Project management, scheduling, and payment features
Unlimited team members
Easy to set up

CONS

Limited 3rd party integrations
No phone support

Top HoneyBook Reviews

Toby Skinner
Look Pro with HoneyBook
HoneyBook makes my consulting business look so professional and I have definitely closed a higher % of potential deals now that my proposal process is so on point. Getting up and running does take time and a little work but be sure to persevere and if need be there's a network of experts you can use.
Da
Dawn
Love this CRM makes everything so easy
Love this CRM makes everything so easy
Am
Amanda
Super convenient
Super convenient and easy to use! Saves so much time.
See all HoneyBook reviews

How do I know I can trust this HoneyBook review?

Top10.com authors, contributors, and editors are serious about research. We combine our own experience with the services we recommend, with reviews that come from verified users–just like you! Together, with reviews from industry experts, we find the Top 10 best products and services to make sure you can choose with confidence and ease.

HoneyBook HoneyBook Visit Site

Overview

HoneyBook at a Glance

Best for: Independent small businesses of 1-8 people 

Key use: Project tracking

Lead capturing: Yes

Cloud: Yes

What is HoneyBook?

HoneyBook is an end-to-end client relationship management platform for small independent businesses. It’s built to be easy to use and comes with a free migration service. This makes it an ideal option if you’re wanting to avoid getting bogged down in technical complexity while growing your business. 

HoneyBook’s strength is its end-to-end project management tools. You can book meetings, communicate with clients, and share documents and contracts. You’re also able to deal with invoicing and payments with HoneyBook too. 

Most CRMs focus strongly on sales and marketing or dealing with customer interactions, whereas HoneyBook's features provide a powerful pipeline for managing a range of client processes. This makes HoneyBook a good choice for freelancers and solo entrepreneurs in particular. 

HoneyBook Features

Manage proposals, contacts, and payments

HoneyBook’s key feature is the ability to manage your projects—from the onboarding process to payments—all from one platform. HoneyBook allows you to create proposals from templates, which include contracts, invoicing, and taking payments. Access to hundreds of professionally-designed templates means you don’t have to start from scratch and can focus on growing your business. 

Manage leads with automation

With HoneyBook, you can automate aspects of client management to save time. For example, you can use automatic follow-ups to send additional materials to a promising lead. Another useful feature is using an event or date-based triggers for tasks like reminding a client to sign a contract.

Integration with other tools and platforms

HoneyBook can integrate with your email system, Calendly, Gmail, Quickbooks, Zapier, and Zoom. You can also integrate Facebook/Instagram Lead Ads with HoneyBook. This means you can track leads and automatically funnel them into new projects on HoneyBook.

Analytics and Reporting

HoneyBook’s analytics and reporting are functional rather than outstanding. The reports provided are clean and easy to read. They cover areas such as lead sources, conversion rates, number of projects booked, and payment and financial information. I found that HoneyBook offered me the reporting features I needed without having to search multiple reports for the data I was looking for.

Ease of use and user interface

HoneyBook has a clean, tidy user interface. The important tools are easily accessible and the dashboard includes plenty of white space, so nothing feels cluttered. Whereas some CRMs I’ve used can feel intimidating when getting started, I always felt in control while configuring HoneyBook.

Is HoneyBook Reliable?

HoneyBook appears to be a reliable service, based on our experience testing it and the reviews of other users. HoneyBook offers unlimited team members, projects, clients, and files with their subscription, so we would expect them to handle high volumes of data and traffic as well as your business’s ability to scale.

However, like most cloud services these days, HoneyBook doesn't make promises regarding uptime and availability. It also doesn’t provide details regarding data backup and recovery. Regardless of which CRM you choose and what they promise, I would always recommend that you have access to your own data backups and files outside of the platform.  

Likewise, information on how HoneyBook conducts error handling or meets compliance and security standards isn’t widely available. For example, the HoneyBook Data Processing Addendum states that HoneyBook takes “appropriate technical and organizational measures” to protect data, without detailing what those measures are. While many companies do not need these details, depending on the data your CRM will contain, you may need to request more details or consider other CRMs. 

How HoneyBook Works

HoneyBook works as an end-to-end client management platform. It allows you to manage every aspect of a client’s experience with your business—from being an initial lead and receiving a project proposal to invoicing and payments. All of this can be managed by point and click through the HoneyBook dashboard.

With HoneyBook, you can also respond to inquiries, create projects, and communicate with clients using their mobile apps. Your clients can access any shared communications, files, and project details through a web-based client portal. 

How to Get Started with HoneyBook 

Getting started with HoneyBook is really easy. Simply register for an account and away you go. 

Once you sign in, HoneyBook provides a setup wizard that you can follow to help you get everything configured. Clicking on your profile icon in the top right allows you to set up your profile and manage custom integrations, payment details, and other configurations and preferences. If you run into trouble at any point, there are plenty of helpful video tutorials to follow. 

For members who have subscribed, there’s a free, one-time migration service. HoneyBook asks you to upload pricing brochures, project proposals, client questionnaires, and old contracts, which they use to set up new templates within the CRM. 

HoneyBook Customer Service

Unfortunately, HoneyBook doesn’t offer phone support—but it does have a number you can call for billing inquiries. Instead, customer support is provided by “unlimited concierge support” via email and web chat. 

HoneyBook’s chat support is staffed on weekdays from 4am-8pm PST and on weekends 8am-5pm PST. Questions are initially fielded by a bot. However, if it can’t answer it you’ll quickly get passed to a human. The chat system notifies you that they usually respond in under 30 minutes, but I received helpful answers from a person within five minutes. 

If you need support outside those hours, HoneyBook has plenty of useful resources such as a knowledge base, video content, and live educational webinars. These can be used for troubleshooting and helping you get the most out of the service. The blog has a nice mix of HoneyBook-specific and more general business content. There are also some free tools like invoice templates and an email signature generator.

Is There a HoneyBook App?

HoneyBook has both iOS and Android apps. As with the clean and uncluttered interface on the web, the mobile app is also easy to use. While many people will still want to do most of their CRM work on a desktop, the app allows you to immediately receive and respond to incoming inquiries on the go. This makes HoneyBook really useful for smaller support teams.

HoneyBook Pricing

How Much Does HoneyBook Cost?


Starter

Essentials

Premium

Cost

$16 per month

$32 per month

$66 per month

Number of users/contacts

Unlimited

Unlimited

Unlimited

Storage

Unlimited

Unlimited

Unlimited

Integrations

Yes

Yes

Yes

Features

Invoices and payments, basic reports, client portal, and more.

Everything in the Starter plan plus automations, QuickBooks Online integration, and more.

Everything in the Essentials plan plus priority support, an onboarding specialist, dedicated account manager, and more. 


HoneyBook’s pricing is competitive when compared to other paid services. Even though the entry-level pricing of CRMs such as Pipedrive—$14.90/user/month—and Capsule—$18/user/month—might initially be cheaper if you only need one user account, both work out more expensive by the third team member you add. 

When you consider that HoneyBook gives you access to all the features in its plan, I think that makes it good value for money. 

What can you do with HoneyBook for free? 

HoneyBook offers a free, seven-day trial. You can access all the features of HoneyBook during the free trial. As HoneyBook is an intuitive and easy-to-navigate CRM, you should be able to configure it to meet your needs and test the software properly within the seven-day trial. 

HoneyBook’s promotional $1 per month pricing for the first six months and 60-day money-back guarantee make it a low-cost investment for getting started with a CRM.   

HoneyBook Alternatives 

How Does HoneyBook Compare to Other CRMs?


HoneyBook

Pipedrive

HubSpot

Zendesk CRM

Price

From $16 per month

$14.90-$99 per user per month

Free - upwards

$19-$99 per user per month

Key use

Project management

Lead tracking

Automation

Conversation tracking

Lead capturing

Yes

Yes

Yes

Yes

Cloud

Yes

Yes

Yes

Yes

Free trial

Yes

Yes

Yes

Yes

HoneyBook vs Pipedrive

Both HoneyBook and Pipedrive are easy-to-use CRMs for small to medium-sized businesses (SMBs). 

With tools for proposals, scheduling, invoicing, and payment processing, HoneyBook is a better option for project management users who want one solution for all their client management tools. If you are looking at a solution specifically for your sales and marketing teams then Pipedrive might be the better choice.  

HoneyBook vs HubSpot

HoneyBook is a great all-around CRM for small and medium-sized businesses, but if you need an enterprise-level solution then HubSpot should be considered. 

HoneyBook is an aesthetically well-designed platform that prioritizes ease of use. HubSpot, on the other hand, can provide an overwhelming array of complex options. If you can dedicate time to learning HubSpot—or pay someone else to do so—it’s a solution that will scale with your business. However, HoneyBook is a simpler solution for small businesses wanting to get started with a CRM quickly. 

Unlike HoneyBook, Hubspot does have a free tier, but some optional tools and features can cost thousands of dollars per month. 

HoneyBook vs Zendesk CRM

Zendesk CRM is a fully-featured CRM that includes a ticketing system and excellent reporting tools. The extra features you get with Zendesk CRM compared with HoneyBook come at a price. 

ZenDesk has two platforms for managing customers. There’s “Suite” for customer support and “Sell" for sales and marketing—priced at $49 and $19 per user per month respectively. This can make it a significantly more expensive option than HoneyBook if you need all the features across both platforms.  

HoneyBook HoneyBook Visit Site

Bottom Line 

HoneyBook is a very capable and user-friendly CRM for very small and independent businesses. While it may not be the most configurable option for enterprise-level power users, it does provide a comprehensive set of features without being overwhelming to use.

With HoneyBook, you can add unlimited team members and it has a strong pipeline for working with clients from proposal generation to payment processing. This makes it a good choice for anyone who wants all their client management tools on the same platform. 

I’d recommend HoneyBook for small and mid-sized businesses that don’t want to take on the technical complexity of an enterprise solution like HubSpot or Salesforce. 

Frequently Asked Questions
Is HoneyBook secure?+-

HoneyBook provides a secure cloud platform and protective.ai didn’t identify any infrastructure or cloud risks. You can set up two-factor authentication for increased security and enable client verification access codes—clients will be required to enter a code sent to their email before they can access files.

Does HoneyBook integrate with Quickbooks?+-

Yes, you can connect your HoneyBook account to Quickbooks to synchronize your payments. This means that an invoice and payment are automatically created in Quickbooks whenever a client pays you through HoneyBook.

Does HoneyBook have a client portal?+-

Yes, HoneyBook has a client portal that you can customize to fit your own branding. This portal is the client-side view of their project workspace and includes any shared documents, project details, and communications in one place.

Phillip Richardson writes for Top10.com as a tech writer. Phillip has worked in the IT sector for 13+ years. He holds a BSc (Hons) in Audio and Music Technology and a PhD. in Acoustics from Anglia Ruskin University, Cambridge. Phillip has amassed a wealth of technical skills throughout his varied career, with highlights including roles as Laboratory IT Manager at the University of Cambridge, Linux Engineer on a British Atlantic Survey expedition, and IT Officer at Newnham College.
Our Verdict:

Is HoneyBook Worth It? 

If you’re looking for one place to manage all your client interactions, then you should consider HoneyBook. The platform integrates project management tools within the CRM making it stand out from the competition.

Enterprise users wanting advanced customizations and endless features might find HoneyBook a little limiting. But I found the ease of use and intuitive pipeline for managing clients an ideal option for freelancers and small teams. 

HoneyBook reviews

Great • Reviews 289
on
Excellent
72%
Great
12%
Average
7%
Poor
3%
Bad
6%
Sort by
Toby Skinner
3 days ago
Look Pro with HoneyBook
HoneyBook makes my consulting business look so professional and I have definitely closed a higher % of potential deals now that my proposal process is so on point. Getting up and running does take time and a little work but be sure to persevere and if need be there's a network of experts you can use.
Da
Dawn
2 weeks ago
Love this CRM makes everything so easy
Love this CRM makes everything so easy
Am
Amanda
3 weeks ago
Super convenient
Super convenient and easy to use! Saves so much time.
Pete Julienne
1 month ago
5 stars or more
I've been searching for an excellent overall photography business program. I was very happy to see them at WPPI. The customer service representatives are always excellent. I made the decision to maintain them as part of my company. If anyone is considering utilizing this application at all. I urge you to simply purchase it.

Copyright © 2009 - 2024 Natural Intelligence Ltd. All Rights Reserved.

Mailing address:

4023 Kennett Pike #50055

Wilmington, DE 19807

Top10.com is designed to help users make confident decisions online, this website contains information about a wide range of products and services. Certain details, including but not limited to prices and special offers, are provided to us directly from our partners and are dynamic and subject to change at any time without prior notice. Though based on meticulous research, the information we share does not constitute legal or professional advice or forecast, and should not be treated as such.

Reproduction in whole or in part is strictly prohibited.

As an Amazon Associate we earn from qualifying purchases.