Opiniones de HoneyBook

HoneyBook me encanta, es un CRM que permite gestionar clientes, generar contratos dinámicos, procesar pagos, y más funciones que son muy útiles para automatizar y agilizar la experiencia de los clientes. La plataforma es recomendable para profesionales que quieren tener un crecimiento en su negocio y buscan crear un ecosistema confiable y segura para sus clientes.

Hasta el momento no he tenido inconvenientes con Honeybook, el sistema va de maravilla y siempre que tengo una duda puedo consultar a servicio de atención al cliente.

Me gusta mucho HoneyBook porque me permite gestionar clientes, realizar contratos dinámicos, procesar pagos, entre muchas herramientas muy útiles si inicias con tu emprendimiento. La plataforma es muy fácil de usar y sobretodo muy segura. Si eres alguien que busca hacer crecer su negocio es importante ofrecer confianza y seguridad a tus clientes y HoneyBook es tu mejor aliado.

Aunque HoneyBook tiene una plataforma muy intuitiva, si es necesario que realices configuraciones según los requerimientos del emprendedor, esto puede tomar algo de tiempo.

Tienes todo lo necesario para comenzar a trabajar de manera profesional con clientes de cualquier parte. Como dueño de una agencia de marketing y diseño web, iniciar con hooneybook me ayudo mucho a escalar mi empresa en los inicios

Para quienes inician, pagar una mensualidad de esta clase puede ser un poco difícil, por lo tanto, al ser una aplicación enfocada en empresas pequeñas que están iniciando, debo darle un punto en contra al hecho del precio para quienes inician, debería haber una opción limitada para quienes inician con diferentes tipos de negocios

Es una aplicación que permite mantener los archivos organizados, brindado seguridad y confianza en el manejo documental.

Debería ser un poco mas asequible, el diseño de la pagina debería se mas amigable con el lector.

El software es agradable en el sentido del diseño, fácil de utilizar en empresas pequeñas o medianas en crecimiento, la plataforma permite enviar facturas y firmar de contratos digitales y administrar pagos.

El idioma admitido, sólo es en ingles, algunos clientes no lo hablan, los de Latinoamérica, sin embargo hay otros programas que traducen los datos.

Una herramienta muy fácil de utilizar y una vez que la haces habitual, quedas conectado con ella. Lo mejor de todo, es su variedad de herramientas para utilizar, eso te hace sentir que el trabajo es mucho más sencillo.

En mi opinión algo que deberían mejorar un poco es la interfaz, por momentos se hace pesada al cargar los elementos.

Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful.

I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience.

Easy to use and so many features! The ability to go to one place AND have so many things automated is amazing!

There are little things that can be improved, but so does everything. I have voiced my suggestions to the HoneyBook team and they are passing the information along to try to improve my experience. Even without those being fixed, I still love HoneyBook.

I like that it gives me the ability to have multiple tools within one software. I don't need an extra scheduling tool, I don't need a CRM, I don't need an invoicing tool, I don't need a form builder for my website. Honeybook handles all of those things for me which makes it really simple to keep it all in one place.

Some things aren't really intuitive so I have to use the help resources or ask customer support for help in figuring things out. The great thing is that the support team is really easy to chat with and makes things really simple.

User friendly for both myself and my clients, ease of set up (love that they do most of the upload work & it’s easily changeable!), the community it’s created, & the “opportunities” section.

1. I wish there was more internal automation, like the workflow applied just sent out the emails and not prompted me to act.
2. While “linked” with Calendly, it’s not linked in the correct way. I wish when someone signed up for a slot in Calendly, it could generate an automatic proposal that I could look over before sending, or sent automatically. When adding my “Calendly link” to a honeybook email, the link always fails. I don’t use Calendly enough to have this be a major issue, just a nuisance.
3. More flexibility in personal branding & branding the contact form. I don’t currently use the form on my site because of this.

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.

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.

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

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