HoneyBook is not just another small business customer relationship management (CRM) solution. Designed as an all-in-one management platform, it can be best described as a serious and comprehensive tool that integrates CRM with project and lead tracking, contracts, scheduling, invoicing, proposal creation, automated workflows, and online payments.

HoneyBook is designed to emulate a personal assistant to help creative freelancers and entrepreneurs book more clients, manage more projects uninterruptedly, and get paid – all in one place. Users can leverage HoneyBook to stay on top of to-dos and save time and money while growing their business. 

    Some of the most common HoneyBook users include graphic designers, caterers, event planners, bakers, florists, copywriters, travel professionals, health & wellness professionals, consultants, business coaches, web designers, DJs, calligraphers, videographers, photographers, doulas, and more.

One of the biggest advantages of a HoneyBook subscription is that it gives businesses unlimited projects and clients, so you don’t get overcharged once your business starts to grow. HoneyBook focuses primarily on freelancers and self-employed entrepreneurs. 

Top HoneyBook Features

• Customer data management / contact management
• Case management
• Contract management
• Workflow management
• Opportunity management
• Integration with email client (e.g., Outlook or Gmail)
• Customizable reports
• Custom objects and fields
• Billing and invoicing management
• Task Management
• Role-based user permissions

HoneyBook can be deployed as software as a service (SaaS), cloud, or web-based solution. It can provide range of features to microbusiness customers, including easy automation options, simple shortcuts across different processes, and convenient Google Android and iOS apps. It is quite similar to other pipeline-based CRM solutions from a CRM-focused perspective. The subscribers of HoneyBook get unlimited contacts, team members, template creation abilities, and projects in their pipeline.

Users can easily quickly create engaging custom contact forms on their websites to funnel leas directly into HoneyBook. They can even leverage pre-configured workflow automations to maintain a 24/7 customer contact and response solution. Once efficiently set up, these automations can send emails automatically at specific times and/or respond to specific client triggers. On top of that, HoneyBook helps you do bookkeeping, perform calendar management, set up task lists, and build reports.

Furthermore, it presents a very clean and minimalist design while stunningly incorporating some personal touches and friendly tips across its user-friendly and conversational interface. For instance, the top navigation has quick text links to Home, Tools, Contacts, and Projects. You can even reach out to a real individual to cover the needs of your account to help you with any pressing issue or query that you may be experiencing. The concierge support of HoneyBook is available to members seven days a week.

The list of advantages associated with HoneyBook doesn’t end here. It provides more hand-holding for fulfilling the next steps such as viewing and editing templates, embedding your contact form, uploading existing materials, and finalizing your subscription details.

Reach out to us now to find out how your small business can leverage HoneyBook to make more money, win more clients, and stand out against competition.