HoneyBook: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: HoneyBook
Brand: HoneyBook
Rating: 4.76 (2883 reviews)

4.76 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2883)

Client Management Software for Small Businesses

HoneyBook Overview

HoneyBook allows independent businesses to book clients, manage projects, and get paid in one place. A free 7-day trial is offered.

Use Cases

Customers recommend Sales Document Management, Workflow Management, Communication Management, as the business use cases that they have been most satisfied with while using HoneyBook.

Other use cases:

Engaging And Following Up
Coaching
Training & Onboarding
Contact List Management
Relationship Management
Helpdesk Management
Collaboration

See all use cases See less use cases

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using HoneyBook.

Other priorities:

Increase Sales & Revenue
Build Brand Awareness
Launch New Products
Improve Consistency
Enter New Markets Internationally Or Locally

See all business priorities See less business priorities

HoneyBook Use-Cases and Business Priorities: Customer Satisfaction Data

HoneyBook works with different mediums / channels such as E-Mail. Offline. Out Of Home etc.

HoneyBook's features include Templates, Personalization, Alerts: Popups & Notifications, etc. and HoneyBook support capabilities include Email Support, Chat Support, 24/7 Support, etc. also HoneyBook analytics capabilities include Analytics, and Custom Reports.

Reviews

"So easy and user friendly. [HoneyBook] makes it easy for clients to make payments." - Kati Fictum

HoneyBook, 1crm, Efficy CRM, Keap CRM, EngageBay Marketing, etc., all belong to a category of solutions that help CRM All-in-One. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for HoneyBook

Top Industries

Events Services
Design
Professional Training & Coaching

Popular in

Small Business
Mid Market

HoneyBook is popular in Events Services, Design, and Professional Training & Coaching and is widely used by Small Business, and Mid Market,

Comprehensive Insights on HoneyBook Use Cases

What makes HoneyBook ideal for Sales Document Management?

Honeybook offers a central platform for managing sales documents. It facilitates sending quotes, contracts, and invoices, collecting signatures, and communicating with clients. The platform allows for easy organization and access to all client-related files. However, it lacks extensive formatting options for contracts.

"...I love the fact that it comes with templates for e-mails, contracts and proposals...." Peer review by Larianne T., Owner

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What benefits does HoneyBook offer for Workflow Management?

Honeybook facilitates workflow management by automating tasks, sending emails, and reminding users of client-specific actions. The system helps users manage their businesses by streamlining communication, creating proposals, and tracking client progress. However, Honeybook has limited customization options for email automation based on contract status.

"...Workflows help you remember each step needed for specific projects and contact form embeds to your website to automatically add new inquiries to your pipeline and workflows...." Peer review by Samantha C., Owner

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How can HoneyBook enhance your Communication Management process?

HoneyBook streamlines client communication and task management. It provides tools for project management, invoicing, proposals, contracts, and online payments. The platform features automated email reminders, templates, and a user-friendly interface. HoneyBook lacks the ability to send batch emails to specific segments of a client list.

"...I ve had some of my work published in magazines..." Peer review by Carli Vergamini, Designer, CRAVE by Carli Rae Vergamini

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How can HoneyBook optimize your Engaging And Following Up Workflow?

Honeybook enables users to create customizable workflows for each project, including automated reminders for follow-ups and tasks. The software facilitates managing sales processes, client interactions, and project tracking. While Honeybook offers robust features for managing projects and clients, the software lacks a robust automated follow-up system for leads.

"...Follow up reminders, pie charts, automated payment reminders, online payment scheduling, brochures.. seriously everything! . ...." Peer review by Jenna W., Photographer

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How can HoneyBook optimize your Coaching Workflow?

HoneyBook Coaching provides a platform for coaching professionals to manage their businesses, including client communication, project management, and payment processing. HoneyBook's features can be customized to fit a variety of coaching businesses. HoneyBook Coaching does not offer specific coaching tools designed for coaches.

"...I believe that you don t invite strangers into yours most intimate moments in life and as such I devote countless hours getting to know both my photography and mentoring clients...." Peer review by Amber Robinson, Owner/Photographer/Memory Maker, Images by Amber Robinson

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39+ more Business Use Cases

13 buyers and buying teams have used Cuspera to assess how well HoneyBook solved their CRM All-in-One needs. Cuspera uses 2883 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM All-in-One needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Kati Fictum Bellart Photography + Design	So easy and user friendly. [HoneyBook] makes it easy for clients to make payments. Testimonial By Kati Fictum
Gina Gina Sierra Photography	[HoneyBook's scheduling tool] is very intuitive I set it up the first time as though I'd done it a thousand times. Testimonial By Gina
Stephanie Danforth SD Studio	HoneyBook has easily saved me 5-10 hours/week by not having to create custom proposals, contracts, etc! Testimonial By Stephanie Danforth

CUSTOMERS	TESTIMONIALS
Kati Fictum Bellart Photography + Design	So easy and user friendly. [HoneyBook] makes it easy for clients to make payments. Testimonial By Kati Fictum
Gina Gina Sierra Photography	[HoneyBook's scheduling tool] is very intuitive I set it up the first time as though I'd done it a thousand times. Testimonial By Gina
Stephanie Danforth SD Studio	HoneyBook has easily saved me 5-10 hours/week by not having to create custom proposals, contracts, etc! Testimonial By Stephanie Danforth

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Abigail Gingerale Photography Events Services	Events Services	Case Study Abigail Gingerale Photography Learn How Andy Tripled Bookings with Email Automation Read More
FRSH Marketing, Branding and Design Design	Design	Case Study FRSH Marketing, Branding and Design Learn How Graphic Designer Ce’Erica Booked 80% More Clients in Half the Time Read More
Career Maven Consulting Human Resources	Human Resources	Case Study Career Maven Consulting Learn How This Career Coach Used Gift Cards to Connect With More Clients Read More

Video

Grow a 7-figure Business with ONE Product (Natalie Ellis)

Frequently Asked Questions(FAQ)

for HoneyBook

What is HoneyBook?

Honeybook is an all-in-one software solution that assists small and medium businesses especially in the services sector to manage projects, online proposals, contracts, invoices and all related business activities from one place. It is also accessible on mobile devices.

The solution provides tools for generating customizable contracts, proposals and invoices and assists in easy tracking of payments. It provides automated actions on tasks and sending out personalized messages and responses based on preset rules.

The scheduling tool facilitates quick meeting scheduling with automated, and personalized confirmations and reminders. It integrates with all the popular business applications. The single unified platform enables easy tracking of project progress, customer communications, proposal generation and tracking.

What is HoneyBook used for?

HoneyBook is a CRM All-in-One Software mainly used by its customers to Acquire Customers and Enhance Customer Relationships by Sales Document Management, Workflow Management and Communication Management .

What are the top features of HoneyBook?

Templates, Personalization and Alerts: popups & Notifications are some of the top features of HoneyBook.

Who uses HoneyBook?

HoneyBook is used by Events Services, Design and Professional Training & Coaching among other industries.

What are HoneyBook alternatives?

1Crm, Efficy CRM, Keap CRM and EngageBay Marketing are popular alternatives for HoneyBook.

Where is HoneyBook located?

HoneyBook is headquartered at San Francisco.

Peers used HoneyBook for sales document management and workflow management

HoneyBook Competitors

More HoneyBook Alternatives...

HoneyBook Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	3.42/5 ★ Read Reviews (4)
Analytics	4.43/5 ★ Read Reviews (13)
Custom Reports	4.39/5 ★ Read Reviews (461)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	3.42/5 ★ Read Reviews (4)
Analytics	4.43/5 ★ Read Reviews (13)
Custom Reports	4.39/5 ★ Read Reviews (461)

HoneyBook Integrations

HoneyBook integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.21/5 ★

Read Reviews (157)

Data Export

3.66/5 ★

Read Reviews (89)

Software Failure Risk Guidance

for HoneyBook

Overall Risk Meter

Low Medium High

Top Failure Risks for HoneyBook

HoneyBook Inc News

Prismm and HoneyBook partner to combine platforms 9th December 2024 | published by Theo Reilly SHARE - Exhibition News

Prismm and HoneyBook have partnered to combine their platforms.

08/12/2024 - source

HoneyBook Unveils HoneyBook Finance, a Comprehensive Suite of Financial Tools to Boost Financial Confidence for Independent Businesses - Business Wire

HoneyBook introduced HoneyBook Finance, a set of financial tools aimed at enhancing financial confidence for independent businesses.

15/10/2024 - source

HoneyBook Launches Expanded Suite of Financial Tools for Independent Businesses - PYMNTS.com

HoneyBook introduces new financial tools to help independent businesses manage their finances.

15/10/2024 - source

HoneyBook Inc Profile

Company Name

HoneyBook Inc

Company Website

https://www.honeybook.com/

HQ Location

San Francisco

Employees

101-250

Social

Financials

SERIES E

HoneyBook: Use-Cases, Insights and Reviews | 2025 Cuspera

Client Management Software for Small Businesses

Failure Risk for HoneyBook ?

HoneyBook Overview

Use Cases

Business Priorities

HoneyBook Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on HoneyBook Use Cases

What makes HoneyBook ideal for Sales Document Management?

What benefits does HoneyBook offer for Workflow Management?

How can HoneyBook enhance your Communication Management process?

How can HoneyBook optimize your Engaging And Following Up Workflow?

How can HoneyBook optimize your Coaching Workflow?

39+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study Abigail Gingerale Photography

Case Study FRSH Marketing, Branding and Design

Case Study Career Maven Consulting

Video

Grow a 7-figure Business with ONE Product (Natalie Ellis)

Frequently Asked Questions(FAQ)

What is HoneyBook?

What is HoneyBook used for?

What are the top features of HoneyBook?

Who uses HoneyBook?

What are HoneyBook alternatives?

Where is HoneyBook located?

Peers used HoneyBook for sales document management and workflow management

HoneyBook Competitors

HoneyBook Features

HoneyBook Integrations

Docusign

ActiveCampaign

Ontraport Marketing Automation

rasa.io

Sortd

Software Failure Risk Guidance

HoneyBook Inc News

Prismm and HoneyBook partner to combine platforms 9th December 2024 | published by Theo Reilly SHARE - Exhibition News

HoneyBook Unveils HoneyBook Finance, a Comprehensive Suite of Financial Tools to Boost Financial Confidence for Independent Businesses - Business Wire

HoneyBook Launches Expanded Suite of Financial Tools for Independent Businesses - PYMNTS.com

HoneyBook Inc Profile

Get a personalised risk report for HoneyBook

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