HoneyBook

Gestión de clientes para trabajadores autónomos y pymes.

4.8 /5 (325 opiniones) ¡Escribe una reseña!

Información general sobre HoneyBook

¿Qué es HoneyBook?

HoneyBook es una solución CRM basada en la nube y diseñada para pequeñas empresas y trabajadores autónomos. Ayuda a los usuarios a gestionar todos los procesos comerciales, desde la consulta hasta la facturación. La plataforma permite a los usuarios gestionar proyectos, reservar clientes, enviar facturas, firmar contratos online y administrar pagos.

HoneyBook ofrece una funcionalidad de gestión de tareas que permite a los usuarios ver y supervisar las diferentes etapas de un proyecto. Los usuarios pueden almacenar sus facturas, contratos y otros documentos en un solo lugar. También pueden responder a los clientes con solicitudes de citas automatizadas y mensajes de seguimiento usando plantillas y notificaciones personalizadas.

Para ayudar a los usuarios a mantenerse al día con su carga de trabajo, HoneyBook permite crear recordatorios de tareas y enviar recordatorios de pago automatizados según las fechas de vencimiento de los pagos del proyecto. HoneyBook facilita los pagos seguros online dentro del sistema y la firma digital de contratos. La solución también proporciona a los usuarios las herramientas necesarias para supervisar automáticamente reservas, planes de pago y clientes potenciales. HoneyBook se puede integrar con herramientas de terceros como Calendly, QuickBooks, Zapier, Google Calendar, Gmail y más para crear flujos de trabajo con una perfecta sincronización de datos.

Información general sobre HoneyBook

Precio

A partir de
USD 40.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de HoneyBook

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá
Idiomas admitidos
Inglés

Medios

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Opiniones de HoneyBook

Opiniones de HoneyBook

Calificación general
4.8
/
5
Excelente
290

Muy bien
26

Normal
5

Pobre
1

Malo
3

Relación calidad-precio
4.7
Funciones
4.6
Facilidad de uso
4.7
Asistencia al cliente
4.8
97% Un ha recomendado esta aplicación
Christina S.

The Best Client Management Resource-- goes beyond normal software

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.


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Alyssa P.

Using HoneyBook is like having a personal sales assistant helping me run my business 24/7

Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook!

Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.


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Duane M.

HB is my secret sauce!

The customer service has been really great and I am a big fan of the look and feel.


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Paige E.

Not User Friendly - Difficult Learning Curve


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Sarah G.

Definitely a game changer!


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Christina S.
Sector: Servicios jurídicos
Tamaño de la empresa: 2-10 empleados
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The Best Client Management Resource-- goes beyond normal software

Software usado A diario durante Más de dos años
Revisado el 20/9/2019
Fuente de la reseña: Capterra

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.

Puntos a favor

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.

Puntos en contra

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.

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Respuesta de 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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Alyssa P.
Sector: Diseño
Tamaño de la empresa: Trabajador autónomo
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Using HoneyBook is like having a personal sales assistant helping me run my business 24/7

Software usado A diario durante 1-5 meses
Revisado el 1/9/2020
Fuente de la reseña: Capterra

Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook!

Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.

Puntos a favor

Honeybook is incredibly intuitive and easy to use. Luckily, I started using it when I began my business, so I didn't need to transfer any existing CRM or sales data over. When I was onboarding, HoneyBook's support staff loaded in a bunch of pre-designed templates specific to my industry. They also took images I sent them of my products and prices and turned them into usable sales proposals. That alone has saved me WEEKS of time that I would have had to spend learning how to use HoneyBook and manually inputting my content.

Puntos en contra

The time tracker does not function to the extent that I need it to. I currently use Time Doctor to track my time, but it would be nice if I could keep everything in HoneyBook.

Also, I oftentimes don't see my reminders for following up with "tasks" for clients in my projects pipeline. If there's a way to have those notifications automatically sync with my personal google calendar and send me an email reminder, that would be helpful. Pipedrive's CRM and sales pipeline does a really great job of showing urgent prospects to follow up with. I think it color-codes them too.

Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. The notes are also not displayed in a way that's very easy to read. It would be nice to add bullets, bold text, underline, etc. Pipedrive does a really great job of showing all of the email threads and notes between clients and multiple team members in their CRM.

Also, the first time I sent an invoice, HoneyBook automatically included a place for gratuity/tip. I've now figured out how to turn that setting off, but I couldn't see that it was automatically included in my invoice ahead of time. With my business (and I think most), they will never need gratuity, so I think that's kind of an odd setting. Maybe instead of having to click and review the settings in the left side bar of invoices, there could be an extra prompt to review those settings before the user sends the proposal to their client.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Duane M.
Sector: Entretenimiento
Tamaño de la empresa: Trabajador autónomo
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HB is my secret sauce!

Software usado Semanalmente durante 6-12 meses
Revisado el 18/11/2020
Fuente de la reseña: Capterra

The customer service has been really great and I am a big fan of the look and feel.

Puntos a favor

I love love love the proposal feature and how everything is integrated.

Puntos en contra

It did take me a little bit to understand the workflow of the platform. No big deal though.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Paige E.
Sector: Fotografía
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Not User Friendly - Difficult Learning Curve

Software usado Semanalmente durante Más de un año
Revisado el 7/6/2018
Fuente de la reseña: Capterra

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Sarah G.
Sector: Fotografía
Tamaño de la empresa: Trabajador autónomo
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Definitely a game changer!

Software usado A diario durante 1-5 meses
Revisado el 1/10/2020
Fuente de la reseña: Capterra

Puntos a favor

I love how organized I feel using this product - I can see at a glance where I am in the process with all of my clients and it is amazing to pull up all the correspondence with each client in one place. It has made a world of difference and I am beyond happy with it!

Puntos en contra

The thing I like least is the limitation when building templates for contracts, proposals, questionnaires, etc. - I am in the business of photography and delivering beautiful images is what sets my soul on fire! I wish I could add some of my images into some of my documents and have full control over the size and their location in the document. The way it is set up right now is a square crop on any image which can only be left, center, and right page. Dubsado has the leg up on Honeybook in that regard but otherwise I am totally happy with Honeybook.

Desglose por calificación

Relación calidad-precio
Facilidad de uso

Probabilidad de recomendación: 9.0/10

Recomendación de usuario
9.5/10
Basado en 325 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de HoneyBook

Precios de HoneyBook

A partir de
USD 40.00/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4.7/5
Basado en 325 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de HoneyBook

Funciones de HoneyBook

API
Análisis financiero
Creación de informes personalizables
Creación de informes y estadísticas
Datos en tiempo real
Facturación
Gestión de facturas
Gestión de flujos de trabajo
Gestión de la conformidad
Gestión de la contabilidad
Importación y exportación de datos
Integración contable
Integración de terceros
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Procesamiento de facturas
Registro de auditoría
Seguimiento de gastos
Varias divisas
Funciones
4.6/5
Basado en 325 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre HoneyBook

Preguntas frecuentes sobre HoneyBook

He aquí algunas preguntas frecuentes sobre HoneyBook.

P. ¿Qué tipo de planes de precios ofrece HoneyBook?

HoneyBook ofrece los siguientes planes de precios:

A partir de: USD 40.00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de HoneyBook?

No tenemos información sobre las características de HoneyBook

P. ¿Quiénes son los usuarios habituales de HoneyBook?

Los clientes habituales de HoneyBook son:

Empresas pequeñas, Trabajadores autónomos

P. ¿Qué idiomas admite HoneyBook?

HoneyBook admite los siguientes idiomas:

Inglés

P. ¿Qué tipo de planes de precios ofrece HoneyBook?

HoneyBook cuenta con los siguientes planes de precios:

Suscripción

P. ¿HoneyBook es compatible con dispositivos móviles?

HoneyBook admite los siguientes dispositivos:

Android, iPhone

P. ¿Con qué otras aplicaciones se integra HoneyBook?

HoneyBook se integra con las siguientes aplicaciones:

ActiveCampaign, Basecamp, Emma, FreshBooks, Mailchimp, Shopify, Wave, Wordpress, Wrike, Xero

P. ¿Qué tipo de asistencia ofrece HoneyBook?

HoneyBook ofrece las siguientes opciones de asistencia:

Asistencia telefónica, Asistencia en línea, Base de conocimientos, Tutoriales en vídeo