HoneyBook

Avantages

I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried.

Inconvénients

It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use.

Avantages

HoneyBook's "Pipeline" feature makes tracking inquiries, keeping up with contracting and following up after events nearly effortless. The power to automate these steps in the process while still being able to customize the automation allows me to keep my client interactions prompt, professional, and most importantly - personal. Email reminders keep me on top of my inbox, and templates turn once-tedious processes into a breeze. HoneyBook's client-facing side is deeply customizable and helps me maintain a professional aesthetic even when I'm drowning in the background.

Inconvénients

HoneyBook shines for many industry professionals but isn't without a few details in need of improvement. Uploading files to customize templates can be difficult due to the restrictions placed on file types and sizes. Businesses with more non-traditional models may also find HoneyBook difficult to customize to meet their needs.

Avantages

None. Their marketing campaign is not transparent. All customers are NOT treated equally.

Inconvénients

Unfortunately, in almost 2023, this is one of the only companies in my professional experience I've ever experienced racial bias. They went out of their way to offend me and as a privately-owned company, I guess they have it as a right, but I think the diverse demographic should be aware prior to spending money with this company.

Avantages

I love using Honeybook! I've tried a couple other CRM softwares, and this one is by far the easiest to deploy and keep me on track. It is logical and feels easy to use, which has kept me using it rather than reverting to inefficient paper tracking. The customer service has been great: always quick and friendly to answer questions and help me through something I didn't understand. I would highly recommend Honeybook to anyone.

Inconvénients

The calendar sync is sometimes glitchy, but that could also be user error. One thing that would make it better would be an easy way to override when I am considered "busy" on my Google Calendar that syncs in. I'd also love to have SMS communication with my clients, but rumor has it they are working on this.

Alternatives envisagées 

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Logiciel antérieur 

Avantages

I can integrate calendly and google calendar making scheduling and booked events easily and always up to date. Emails, payments, questionnaires etc are all kept together for each project.

Inconvénients

It is a lot to set up in the beginning but way worth it. It saves so much time in the long run with workflows and saved templates.