Über HoneyBook
HoneyBook ist eine cloudbasierte CRM-Lösung für kleine Unternehmen und Freiberufler, die Nutzern bei der Verwaltung von Geschäftsprozessen von der Beratung bis zur Abrechnung hilft. Die Plattform ermöglicht es Nutzern, Projekte zu verwalten, Kunden zu buchen, Rechnungen zu versenden, Online-Verträge zu unterzeichnen und Zahlungen zu verwalten.
HoneyBook bietet Aufgabenmanagementfunktionen, mit denen Nutzer verschiedene Phasen eines Projekts anzeigen und verfolgen können. Nutzer können ihre Rechnungen, Verträge und andere Dokumente an einem Ort speichern. Sie können auch mit automatisierten Terminanforderungen und Follow-ups über nutzerdefinierte Vorlagen und Benachrichtigungen auf Kunden reagieren.
Um den Nutzern den Überblick über ihre Arbeitslast zu ermöglichen, können mit HoneyBook Aufgabenerinnerungen erstellt werden, und automatisierte Zahlungserinnerungen können basierend auf Projektzahlungsfristen gesendet werden. HoneyBook ermöglicht sichere Online-Zahlungen innerhalb des Systems und Verträge können digital unterzeichnet werden. Die Lösung bietet Nutzern außerdem die erforderlichen Tools, um Reservierungen, Zahlungspläne und Leads automatisch zu verfolgen. HoneyBook kann in Tools von Drittanbietern wie Calendly, QuickBooks, Zapier, Google Kalender, Gmail und mehr integriert werden, um nahtlose Workflows und Datensynchronisation zu erstellen.
Preisoptionen ab:
9,00 $/Monat
- Gratis Testen
- Abonnement
Vergleich mit beliebten Alternativen
Geräte
Unternehmensgröße
Märkte
Unterstützte Sprachen
Preisoptionen ab:
9,00 $/Monat
- Gratis Testen
- Abonnement
Vergleich mit beliebten Alternativen
Bilder


Funktionen
Gesamtzahl der Funktionen von HoneyBook: 29
- Aktivitäts-Dashboard
- Angebotserstellung
- Anpassbare Vorlagen
- Aufgabenliste
- Aufgabenmanagement
- Aufgabenplanung
- Automatische Benachrichtigungen
- Dokumentvorlagen
- E-Mail-Integration
- Echtzeit-Benachrichtigungen
- Elektronische Signaturerfassung
- Elektronische Zahlungen
- Erhalten
- Follow-up von Terminen
- Integration von Dritten
- Kalenderverwaltung
- Kundendatenbank
- Kundenmanagement
- Meeting-Management
- Pipeline-Management
- Projektmanagement
- Projektplanung
- Rechnungsmanagement
- Statusverfolgung
- Termin-Fristenmanagement
- Vertragsmanagement
- Workflow-Management
- Zusammenfassende Berichte
- Überwachung
Alternativen
Clio

MineralTree Invoice-to-Pay
VersaPay ARC
Sage Business Cloud Financials
Nutzerbewertungen
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Eine Bewertung schreiben
- Branche: Rechtsberatung
- Untern. Größe: 2-10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
The Best Client Management Resource-- goes beyond normal software
Bewertet am 20.9.2019
Before I used HoneyBook, I had tried several other client management platforms. All of them were...
Before I used HoneyBook, I had tried several other client management platforms. All of them were clunky, and often I'd have to hunt around for things in the interest of the app developer's attention to folders and organization. What a mess! I'm so glad I switched to HoneyBook. They've consistently made product improvements and seem to really care about their customers. It gets easier and more fun to use every day, with just enough features to accomplish what I need without overwhelming me. I highly suggest this to anyone who is managing multiple clients, especially if you have client projects that tend to go dormant for awhile then pick back up.
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.
Antwort von HoneyBook
Christina, thank you for you being a HoneyBook member! We are so happy to hear that HB allows you to manage your clients in a fraction of time of other systems! Our Product Team works hard to consistently meet and exceed our members expectations. Thank you for the feedback on the default email templates. I will share with our team. Incase you didn't know, you can edit the default templates text and format to meet your needs.
- Branche: Fotografie
- Untern. Größe: Selbstständig
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
HoneyBook is the right CRM for you!
Bewertet am 23.1.2021
I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is...
I love HoneyBook. I have looked at switching just because I’m interested in seeing what else is available & how they compare, but I think my loyalty & the overall satisfaction with HoneyBook will keep me here!
Vorteile
HoneyBook just overall has so many great features that will help you run & maintain your business every day. During the onset of Covid & with so many of us experiencing cancellations & such, they were the only CRM I knew of that rolled out any help with legal documents to help you convey the right words to your clients to not only help you stay level headed & in charge of your business, but also helped your clients realize that cancelling should be a last resort & that we business owners are here for them!
I am also a big fan of most all of the templates that they provide for you to help set your business up for success! Aaaand in the Winter, I love the little Snowman icon that sips hot cocoa & makes the computer screen be a wintery scene. Adorable!
HoneyBook is very easy to use, & their customer service & tech departments are da bomb!
Nachteile
The only things I wish that HoneyBook would improve on the most would be trying different variations with the project pipeline, with adding more availability or being able to choose between pipelines for different project types, & working out some kinks with the scheduling system between what we intend for clients to see in availability & what they actually see; & for the client to be able to go in & change their selection of date & time immediately afterwards & up to half an hour later.

- Branche: Fotografie
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Not User Friendly - Difficult Learning Curve
Bewertet am 7.6.2018
Vorteile
Keeps contracts in one place, able to accept credit cards. You can network with other vendors, and they seem to really concentrate more on this than actually developing software that works well.
Nachteile
I am a "founding" Honeybook user and bought the lifetime membership. At first, HB was very convenient. The learning curve was very frustrating as the online software had many MANY bugs. It still does. The entire premise behind the software was to free up your time, have all your projects in one place, sign contract, get paid, etc. Yes, great idea! However, the software has so many glitches! You're not able to even edit a person in your contacts. Their customer support team used to be great you could actually message a real person - now you have to wait a day or two to get an email answer and most of the time they just send you a link to deal with your problem. Once you email your client the contract, everything goes down the Honeybook "rabbit hole". My clients are tech savvy and they can't even figure out Honeybook - the emails that I've received from frustrated clients is numerous. Save your time and money and get another online software that will actually do the job - like Sprout Studio or Dubsado. Wish I would have done that from the beginning. Regretting my purchase since my lifetime "membership" isn't transferrable and Honeybook continues to make money off of me by accepting credit card payments. I looked at 17hats, which also didn't have great reviews before I purchased Honeybook. Moving on, however, I'm assuming that the process will not be easy transferring existing contracts and other office files.
- Branche: Fotografie
- Untern. Größe: Selbstständig
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
I LOVE IT
Bewertet am 3.2.2021
The invoices are my favorite. I love being to bill clients through HB and not have to use a...
The invoices are my favorite. I love being to bill clients through HB and not have to use a different program to do that. I get to keep EVERYTHING in one spot which actually saves me money. I don’t need a separate software for bookkeeping, calendars, workflow, etc. It’s ALL here. In one place. I’m obsessed. I can’t imagine not having HB.
Vorteile
Very user friendly, they offer so much! I love being able to track my expenses and schedule clients. I love the workflow feature, it’s so helpful. I REALLY love the fact that clients can pay you through the HB invoice. That’s probably the best part. Its awesome that they added a COVID-19 tool kit that shows you which clients are most likely to be affected. And then they have email templates that are COVID related. So many resources are provided, it’s like they actually care about us 🥺 💕 haha.
Highly recommend
Nachteile
The only thing that’s a little slow is the payment actually getting to my bank account. I’m not even sure if HB has anything to do with the time it takes, but I do wish it didn’t take 2 days to finally show up in my account. I wish there was an option to “instantly” transfer the funds for like a 1% fee. Like Venmo! That way if someone needs the money ASAP, they can instantly get it OR they can choose to wait the 1-2 business days to get the full payment. That would AMAZING
- Branche: Grafikdesign
- Untern. Größe: Selbstständig
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Ever Growing to Meet the Needs of My Business
Bewertet am 19.2.2021
If they keep improving the product the way they have been I will be a happy HoneyBook HoneyBee for...
If they keep improving the product the way they have been I will be a happy HoneyBook HoneyBee for life.
Vorteile
I love the Project Management area. I can see everything i am working on and the stage it is at. I also love the automation of some of the project stages. I love that everything pertaining to that project is all included in the project. Once i open each project i can see all the files, correspondences between my client and I. I can simply pick up where i left off.
Nachteile
I was expecting more from the workflow and would love the option to create a link so clients can open the link to get to the invoice to make the payment. As much as I’d love everyone to use the client portal, not everyone can handle it and this would be a great feature for older, less tech-savvy clients.
HoneyBook Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über HoneyBook.F. Welche Preispläne bietet HoneyBook an?
HoneyBook bietet folgende Kostenpläne an:
- Beginnt ab: 9,00 $/Monat
- Preismodell: Abonnement
- Gratis Testen: Verfügbar
F. Was sind die Hauptfunktionen von HoneyBook?
Wir haben keine Informationen über die Funktionen von HoneyBook
F. Wer sind die typischen Nutzer von HoneyBook?
HoneyBook hat die folgenden typischen Kunden:
Kleine Unternehmen, Freie Mitarbeiter
F: Welche Sprachen werden von HoneyBook unterstützt?
HoneyBook unterstützt die folgenden Sprachen:
Englisch
F. Unterstützt HoneyBook mobile Geräte?
HoneyBook unterstützt die folgenden Geräte:
Android, iPhone
F. Mit welchen anderen Applikationen integriert HoneyBook?
HoneyBook kann in folgende Anwendungen integriert werden:
ActiveCampaign, Basecamp, Emma, FreshBooks, Mailchimp, Shopify, Wave, Wordpress, Wrike, Xero
F. Welche Varianten der Kundenbetreuung bietet HoneyBook an?
HoneyBook bietet folgende Optionen für Kundensupport:
Telefon-Support, Online-Support, Wissensdatenbank, Video-Anleitungen
Ähnliche Kategorien
Sieh alle für HoneyBook gefundenen Softwarekategorien an.
- Terminplaner Software
- Rechnungsprogramme & Faktura-Software
- Planungssoftware
- Workflow Management Systeme
- Kalender Software
- E-Mail-Programm
- Fotostudio-Software
- Lead Management Software
- Predictive Lead Scoring Software
- Angebotsmanagement Software
- Vertragsmanagement Software
- CRM-Systeme
- Online CRM Systeme
- BPM Software
- Unternehmensführung Software
- Software zur Zahlungsabwicklung
- Projektmanagement Software