HoneyBook

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

In Betracht gezogene Alternativen

Warum HoneyBook gewählt wurde

Zuvor genutzte Software

Vorteile

I love how it combines so many features in one place, like project management, invoicing, and client communication. The templates for proposals and contracts save a ton of time, and the automation features help keep everything running smoothly without a lot of manual effort. Plus, the integration with other tools like Google Calendar and QuickBooks makes syncing your work a breeze.

Nachteile

The mobile app, while handy, doesn’t offer all the features available on the desktop version, which can be a bit frustrating when you're on the go. Also, it’s a bit pricey, so it might not be the best option if you’re just starting out or have a tight budget.

Vorteile

I manage the entire flow of information from my clients in a more organized way, controlling and monitoring each one, it allows me to be more agile in the processes that I have to carry out with my clients and thus provide them with better attention and speed in document delivery. invoices, contracts and digital signatures. I can do many things at the same time and it helps me perform better at my job.

Nachteile

The system has never failed me, I feel satisfied with each tool I use and I am convinced that it has been the most efficient platform that I use for my work tasks.

Vorteile

It keeps my business organized and on track! From digital contracts and invoicing, custom brochures and questionnaires, to email tracking and a simple way to see what step I'm at with each project, HoneyBook keeps me on track.

Nachteile

The worst part about it is getting started, but even THAT is pretty simple with their "concierge service" where you can send them your current forms and they'll digitize them for you!