HoneyBook

Vorteile

It made it super easy to keep track of my events that I had coming up as well as keeping track of events I had already completed.

Nachteile

With honey book it was very user friendly.

Vorteile

The ease and convenience of clients booking my services and signing contracts.

Nachteile

I actually have no cons. My experience with Honey has been great.

Vorteile

Honeybook streamlines your process into an easy to use system, once the initial set up, from questionnaires to Invoices and Contracts you have all the tools you need to manage your projects. The desktop and mobile app add flexibility to what you can do with your business at home, in the office, or on the go.

Nachteile

The setup process is a bit tricky and unless you have familiarized yourself with template creation, pay someone to build your templates, or find a premade on to edit to work for your needs it is a bit overwhelming if you have no experience at all with creating online templates or websites.

Vorteile

I have been using HoneyBook for my event planning business, and it has truly transformed the way I manage my events. The platform's ease of use for both business and customers is exceptional. It simplifies the process of keeping all event details in one place and ensures everything is organized on the calendar. The amazing capabilities of HoneyBook have made my life so much easier, allowing me to focus on delivering exceptional service to my clients. I highly recommend HoneyBook for any business looking to streamline their event management process.

Nachteile

Nothing, the application is fantastic!! I am so glad we have this amazing tool for our business!

Vorteile

The complete set up of contracts, invoices and legal portions was so quick and easy. Now we don't have to struggle with creating new proposals with each client. The auto population of products previously used is a huge time saver and makes it really easy for new employees to get the right price with the right product.

Nachteile

The only thing I would like to see, and truly, I haven't asked, so it may even be there already; the monthly report of income shows the total of all contracts that came in during the month. We only collect a deposit from each. We would like to see the income report reflect just the deposit total of the month for our accounting purposes.

Vorteile

HoneyBook is a simple to use, all-in-one project management tool. It allows you to connect with clients anywhere with an internet connection. Automates the frustrating task of sending proposals, sending the right client the right proposal at the right time. It sends invoices directly to clients, collects payments, keeps track of expenses. Real-time alerts keep you connected with your clients.

Nachteile

I'd love to see more detailed task management for independent contractors' collaboration, and for clients. I'd also request that HoneyBook connect with Zapier alternatives such as Pabbly Connect, Integrately, and Integromat.

Vorteile

I love the pipeline, where each client's project is categorized by stage (new inquiry, tour scheduled, proposal signed, etc.). I can pull up all clients who are in the "Planning" stage of the pipeline, for example.

Under each client's project is absolutely everything related to their project: all emails exchanged, contracts, payment schedule, separate workspaces with vendors who will be working on the project, and more. I have templates for emails and have them sent automatically. One goes out when we receive an inquiry, a different one 5 days after client signs the contract, and another 30 days before their event date. There are also templates for brochures, contracts, and payment plans. I can't imagine having to do all of that manually!

I set the system up for my business with no outside assistance. It was easy to understand.

Nachteile

Would like to have more ability to make formatting changes (bullets, numbering, bold, etc.) when editing a document. I can do this on a new document, but not when editing an existing one.
Workflows could be improved to have more triggers and the ability to automatically send files.

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Vorteile

I love how quick and easy Honeybook is to use and update. I'm constantly fine-tuning my processes and it is so satisfying to have everything saved and organized in a very intuitive way.

Nachteile

I don't like how many separate emails I need to make to send out my appointment scheduling.

Vorteile

HoneyBook has so many great features! I love how everything is so easy to integrate within our business. When you first start out the have helpful videos to get you started and build your work flows. Virtually every part of your client management can be done through HoneyBook, from contracts, billing and invoicing, scheduling, email management and so much more! I couldn't recommend HoneyBook enough. It has made managing our clients through our growing business so easy!

Nachteile

Truthfully, I can't really think of anything that I would add or change about HoneyBook. They have been really thoughtful in their development process.

Vorteile

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.

Nachteile

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!

Vorteile

Everything! All of the features are perfect for my business. It’s easy to use and if I run into trouble there is some available to me within minutes or I can hop onto YouTube to find a quick tutorial.

Nachteile

Can’t think of anything I don’t like about this software.

Vorteile

Everything you need is integrated right into the software in a really bold and easy interface. I love the integration between my email on even my phone, into the project on the site. Everything is all in one place and I can see the entire email chain. Invoices and getting paid is seamless, and being able to send pre-made template emails with attached contracts and invoices makes it so I am the fastest responder and get all the business!

Nachteile

There's really not much I don't use or don't like. I would like for my call scheduling to be able to automatically sync to my iCal for my iphone, and maybe some personalized help on automating workflows, but these are wish list items!

Vorteile

Honeybook provides many tutorials to help you get the most out of the program. Setting it up is fairly simple and worth the effort for the ease of use in managing your clients and how much time you save when using the features such as email and contract templates and task management. I love having everything about my couples in one place - the contract, tasks, payments, all messages and any notes. Plus, I can see the details at a glance and love the ability to integrate my own pictures so my clients and I can all see the beautiful eye catching graphics of my choosing.

Nachteile

I honestly can't think of anything I don't like. I thought I liked my old program a few years ago, but when it went defunct and I had to change, I was so grateful I was forced into an upgrade. I did not know what I was missing. This program simplified the management of my business beyond what I thought was possible.

Vorteile

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.

Nachteile

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.

Vorteile

HoneyBook singlehandedly changed the way I do business. My onboarding process is so much easier. All of my documents/processes look so professional. I also love the scheduling system that links with my Zoom account. I absolutely love this software. I truly think it will help me elevate my wedding planning business to the next level.

Nachteile

The only thing I would like to see is an option to merge/combine projects. As a wedding planner, I'm often included in contracts sent to my couples. It's no surprise that they use HoneyBook too! I end up with multiple projects for the same couple from different vendors.

Vorteile

This platform is so easy to use and gives my clients one of the best and easiest experiences they could have. It’s a polished platform that’s lets me easily help my clients and give them the best experience possible for their wedding or event.

Nachteile

I would like a more robust Archive management, and a comprehensive workflow automation system, but I know they are working on it.

Vorteile

I love the pre made templates, it makes answering emails and creating files for my clients extremely easy and cuts my time down. Before using HoneyBook, I was going crazy managing all my weddings and searching for certain correspondence from a certain bride, I was sometimes mixing up dates and losing certain files all together. I love being able to pull up my bride’s file and having all of our correspondence in one place, along with all of my files for them.

Nachteile

I wish there were more options for the pre made templates, that we can title and choose from. For now, I can only make the one follow up email. There are others that I would like to make. Also, I wish I could change the body of the email and it would save it to how I would like to word it. For now, I have to change some wording around every time I send out files to my potential clients. I also really would like to be able to make a timeline through HoneyBook. For now I have to create it in another space and email it separately to my client. It would be nice to have it all under the same file, especially with handling so many brides and weddings.

Vorteile

I like that I can use it in several ways. From making brochures to invoicing, to contracts. Everything is in one place.

Nachteile

I would like the ability to chose the date of expiration, versus week to week.

Vorteile

- Managing all data about a project in one place
- Ease of creating proposals and getting contracts signed
- Customer support is good

Nachteile

- Refunds don’t sync to QuickBooks
- 3% payment processing fee is too expensive
- Delay in funds being deposited into bank account
- Inability to charge different sales tax rates for different items.

Vorteile

What I like most about the software is that I'm able to create my brochures, invoices, emails, notes all in one place. Another very important aspect for me is that we can set payment reminders and I can customize payment amounts and due dates.

Nachteile

I least like that I cannot decide more of what I would like my clients to be able to see within the project. (I may be incorrect in saying this and not yet know how to do this.)

Vorteile

The best part about this system is the payment assistance. It reminds my customers when payments are due, takes their payments easily and gets me paid fast! Also, HoneyBook helps me keep track of all of my projects in an organized way which I really appreciate!

Nachteile

I wish the system was able to better track email correspondence in a long tread that was readable by both the customers and the user.

Vorteile

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

Nachteile

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)

Vorteile

I signed with Honeybook originally just to replace services that Wedding Wire had dropped. I expect this to be short term and didn't see that I would use it much besides what I needed to replace. I was absolutely mistaken!! This product changed the way I do business. My process from inquiry to booking is streamlined. The contract templates are solid. The entire suite of technology doesn't just make my job easier, it increases my value to my clients. I can't recommend Honeybook more highly! I am always telling others in my industsry what a valuable tool this is. Their customer support team is outstanding as well. Absolutely worth it!!

Nachteile

I wish I could go back to an email besides the last one and still reply to that rather than have to always start a new thread. I don't like that I can't tell if I have sent the Client Portal link to a client or not. I have a difficult time with the copy/paste function on my keyboard inside Honeybook.

Vorteile

Honeybook does a great job about giving you the ability to customize your proposals, brochures, invoices and more. The calendar being linked to google is AWESOME and not having to track down late payments is great so I can focus on my client's and their goals.
They're constantly updating, adding and expanding the services which is nice as our business grows too.

Nachteile

There are some kinks, especially if trying to work it with a team of employees that are not the best and if you aren't careful can result in double coverage or gaps.
The timeline feature is helpful when it's not constantly freezing or crashing and is basic but when workings awesome!

Quickbook link - doesn't completely speak with Quickbooks so if you also link a bank account it will result in double entries and occasional mis-logs. For us it was easier to disconnect, fix the past and just compare moving forward.

Vorteile

It is easy to use and gather information from my Brides! It keeps me organized! Easy to use invoices. I love the electronic signature! I also love the instant transfer of payments to my bank.

Nachteile

I would like to be able to upload my own spreadsheets

Vorteile

I like that I can spend a few hours one time and input everything I need and then HoneyBook will keep me on track until the event is executed.

Nachteile

I wish I could just easily take payments and not have to go through the code being emailed and my clients having to email it back. Often times there are unexpected things that come up in events that I need reimbursement for and I end up having to use Venmo or square or PayPal because I can’t do all the transactions here, but really wish I could. I would like more tiers to be able to not only manage my clients but also manage my vendors as well.

Vorteile

Templated contacts with saved descriptions you can modify saves so much time!!

Nachteile

Definitely a learning curve and not being able to speak to someone on the phone for support can make it a bit frustrating when first learning.

Vorteile

Too many things to list! You can create, customize, and assign workflows to every project. It links to your calendar so everything is there at a glance, even brand new inquiries! You can create so many templates to save yourself time and energy by not rewriting the same thing with every project. Your contracts and invoicing are all in one place for the client to easily access. It also links with your Quickbooks account!

Nachteile

Some features could use a bit of refining. My main concern is that the signature lines on contracts aren't customizable, and for someone operating an LLC, we need to be able to add a title next to our name so that we are signing on behalf of the company, rather than personally as ourselves.

I would also love to see better integration with Quickbooks. I regularly have to go in to QB and manually edit the tax rate for each project so that it will categorize properly. I also have had regular issues with tax being calculated/rounded differently for HB vs QB so that they show $0.01 balance still due in QB after a project is paid in full via HB.

Vorteile

The overall ease of use as a complete CRM tool for my team.

Nachteile

Wish the portal was more interactive on the client side.

Vorteile

After spending about a week setting up the program and installing our contracts and templates, it has been a dream to have everything in one program. Having client work spaces (portals) and automation has saved me so much time by not having to constantly "search for" client communications and by not having to keep a spreadsheet of "what's next." I also love that I can add a team member to the client workspace so they can work directly with the client while I monitor the progress. It cuts down on team meeting time and I can step in quickly if something goes sideways.

Nachteile

The pipeline is not 100% customizable and that is not ideal for my company as we have multiple types of clients that we work with differently as we move them from contract to event.

Vorteile

I love the ability to use Honeybook in place of standard email. It makes the process of searching for specifics discussions significantly easier. I also really love the proposal templates, ease of invoicing, and the ability for my proposals to double as contracts. I LOVE the app!

Nachteile

I wasn't able to easily use connect to Quickbooks online.

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Vorteile

We use the tasks feature daily to organize our leads - being able to track where they come from is essential, as is the ability to customize the workflow to schedule follow-up messages and email templates. The integration with our accounting software (QuickBooks Online) was seamless and has made bookkeeping much easier. Having all of our project data in one place is also huge for us!

Nachteile

With larger brochures and projects with more messages, it can take some time for everything to load. There are some limited features in the mobile app but neither has been significantly disruptive.

Vorteile

It helps me keep track of multiple projects by having every item within one workplace per event. It streamlines my billing and makes it easy to send proposals, estimates and invoices.

Nachteile

How long it takes for client payments to be deposited into my business bank account.

Vorteile

Clean interface
automation assists small businesses to ensure great customer service.
Can add more than one company if you're like me and run different events and services.

Nachteile

still has some growing pains, but they are really receptive of suggestions.
Would like to be able to have email coro come from a chain, and not have to send new emails from the system each follow up.
The brochure maker is limited at the moment. Would like to see it more customizable.
In Canada your clients can't pay you with online bank transfers, only available for US businesses.

Vorteile

Gives me all the functionality of client relations in one spot.

Nachteile

Doesn't notify me when clients select services from my brochure to get more information about.

Vorteile

HoneyBook allows me to keep track of everything in one place, and I mean everything!

Nachteile

Initially there was no integration with Microsoft Outlook but this has now been fixed!!

Vorteile

HoneyBook organizes our client's information into separate files, sorted by what stage they are in the booking process. This allows us to easily follow up and convert leads. They also provide analytics to help our business track our success rate, advertising, and more.

Nachteile

The do updates a lot- which is great, but they can have bugs. usually they work out any issues associated with new features quickly.

Vorteile

Organization, accountability and I can send contracts and proposal

Nachteile

I like all the program is interesting and clean

Vorteile

I love the automation and the user friendly platform.

Nachteile

Don’t have any at this time. Using this product has been great!

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Vorteile

This software has always been a no brainer for me. I am able to streamline my booking process, create projects and design events all in one place. It is user-friendly and client-friendly.

Nachteile

I have no real cons about this product, If I had to choose one it would be feature implantation. Releasing new features quicker would help solve a couple of problems.

Vorteile

It's automated work flows, the ability to set auto pay, the reminder emails and the option to do direct deposit

Nachteile

It doesn't have an Android app as of Nov 2018

Vorteile

I do event consulting on the side, while maintaining a full-time job. I needed a software platform that enabled me to look professional with my clients, while not being a huge time sink. Luckily I found HoneyBook which allows me to organize my projects and provide professional and gorgeous proposals to my clients. I couldn't be so efficient without HoneyBook!

Nachteile

Contracts and payments could be a little bit smoother but these are minor complaints for how helpful HoneyBook is

Vorteile

It is easy and (dare I say it?) fun! Easy, guided templates for emails, brochures, contracts, and workflows keep my company moving forward!

Nachteile

That I don't get alerts via email when tasks are due and that I can not delete the sample templates

Vorteile

Im on the go a lot and really appreciate that I can edit a proposal from my mobile phone. I love having the App. It’s been a life saver.

Nachteile

After I send the proposal out, I’ve hesrd back from several clients that they cannot open the proposal. Not all clients have Chrome or know about it as a browser. It would be nice to have it accessible in Safari.

It would be great if there was ability to bring up a photo for the proposal when accessing from your phone.

Vorteile

My wife has used this for photography scheduling and really likes it. It makes responding to emails easy, as well as keeping schedules organized.

Nachteile

At first the cost was disheartening, but they really offer a lot of services and you can get a discount if you use someone else's code.

Vorteile

My favorite features are proposals and contracts, being connected it's easier for the client to read everything.

Nachteile

I wish there was a better way to integrate old clients.

Vorteile

I like the calendars, invoices, contracts, etc.

Nachteile

When scheduling, I think it needs to list common holidays on calendars, not random ones, the ones that count :) Also, in batch emails, I haven't figured out how to send to the same batch again. So, I end up making a new one every time.

Vorteile

I love how I can set up automated replies and half of my work is done with an new inquiry before even logging in! It makes my communication more professional and streamlined.

Nachteile

I wish there were an option for the project timeline that included reminders and a gantt chart or calendar visible to me and my clients. The workflow doesn't quite do it and the tasks don't give the big picture. As a wedding planner - if I could upload a detailed timeline for us both to see and follow along with it would eliminate my need to use Excel or other tools.

Vorteile

I love everything! I love the email templates probably the most!

Nachteile

I hate when I print proposals the page breaks horribly in the middle of sentences and photos.

Vorteile

I can easily manage all my projects in one place!

Nachteile

No feature for client photo/video gallery delivery or sales.