HoneyBook Review 2023: Best All In One SMB Software?
/* widget: Image Card */
.uc_classic_content *{
box-sizing: border-box;
}
#uc_image_card_content_box_elementor_5e11383b
{
font-size:14px;
overflow:hidden;
color:#8a8a8a;
text-align:center;
position:relative;
width:100%;
box-shadow:rgba(0,0,0,0.10) 0px 5px 20px;
}
.uc_classic_content .uc_classic_content_content h2
{
font-size:21px;
color:black;
}
.uc_classic_content .uc_classic_content_content p
{
line-height:1.5em;
}
.uc_classic_content .uc_classic_content_border
{
display:block;
margin: 0 auto;
}
.uc_classic_content .uc_classic_content_placeholder img
{
width:100%;
object-fit:cover;
}
#uc_image_card_content_box_elementor_5e11383b .uc_classic_content_content
{
display: flex;
flex-flow: column nowrap;
}
#uc_image_card_content_box_elementor_5e11383b .btn_wrap
{
margin-top:auto;
}
#uc_image_card_content_box_elementor_5e11383b .uc_classic_content_content .uc_more_btn {
display:inline-block;
text-decoration:none;
transition: all 0.3s ease;
border-style:solid;
text-align:center;
}
Bonfire Rating: 4.6/5 HoneyBook helps you manage contracts, payments, clients and more! It's fantastic for scaling while staying organized.
/*! elementor-pro - v3.15.0 - 09-08-2023 */
.elementor-widget-price-list .elementor-price-list{list-style:none;padding:0;margin:0}.elementor-widget-price-list .elementor-price-list li{margin:0}.elementor-price-list li:not(:last-child){margin-bottom:20px}.elementor-price-list .elementor-price-list-image{max-width:50%;flex-shrink:0;padding-right:25px}.elementor-price-list .elementor-price-list-image img{width:100%}.elementor-price-list .elementor-price-list-header,.elementor-price-list .elementor-price-list-item,.elementor-price-list .elementor-price-list-text{display:flex}.elementor-price-list .elementor-price-list-item{align-items:flex-start}.elementor-price-list .elementor-price-list-item .elementor-price-list-text{align-items:flex-start;flex-wrap:wrap;flex-grow:1}.elementor-price-list .elementor-price-list-item .elementor-price-list-header{align-items:center;flex-basis:100%;font-size:19px;font-weight:600;margin-bottom:10px;justify-content:space-between}.elementor-price-list .elementor-price-list-item .elementor-price-list-title{max-width:80%}.elementor-price-list .elementor-price-list-item .elementor-price-list-price{font-weight:600}.elementor-price-list .elementor-price-list-item p.elementor-price-list-description{flex-basis:100%;font-size:14px;margin:0}.elementor-price-list .elementor-price-list-item .elementor-price-list-separator{flex-grow:1;margin-left:10px;margin-right:10px;border-bottom-style:dotted;border-bottom-width:2px;height:0}.elementor-price-table{text-align:center}.elementor-price-table .elementor-price-table__header{background:var(--e-price-table-header-background-color,#555);padding:20px 0}.elementor-price-table .elementor-price-table__heading{margin:0;padding:0;line-height:1.2;font-size:24px;font-weight:600;color:#fff}.elementor-price-table .elementor-price-table__subheading{font-size:13px;font-weight:400;color:#fff}.elementor-price-table .elementor-price-table__original-price{margin-right:15px;text-decoration:line-through;font-size:.5em;line-height:1;font-weight:400;align-self:center}.elementor-price-table .elementor-price-table__original-price .elementor-price-table__currency{font-size:1em;margin:0}.elementor-price-table .elementor-price-table__price{display:flex;justify-content:center;align-items:center;flex-wrap:wrap;flex-direction:row;color:#555;font-weight:800;font-size:65px;padding:40px 0}.elementor-price-table .elementor-price-table__price .elementor-typo-excluded{line-height:normal;letter-spacing:normal;text-transform:none;font-weight:400;font-size:medium;font-style:normal}.elementor-price-table .elementor-price-table__after-price{display:flex;flex-wrap:wrap;text-align:start;align-self:stretch;align-items:flex-start;flex-direction:column}.elementor-price-table .elementor-price-table__integer-part{line-height:.8}.elementor-price-table .elementor-price-table__currency,.elementor-price-table .elementor-price-table__fractional-part{line-height:1;font-size:.3em}.elementor-price-table .elementor-price-table__currency{margin-right:3px}.elementor-price-table .elementor-price-table__period{width:100%;font-size:13px;font-weight:400}.elementor-price-table .elementor-price-table__features-list{list-style-type:none;margin:0;padding:0;line-height:1;color:var(--e-price-table-features-list-color)}.elementor-price-table .elementor-price-table__features-list li{font-size:14px;line-height:1;margin:0;padding:0}.elementor-price-table .elementor-price-table__features-list li .elementor-price-table__feature-inner{margin-left:15px;margin-right:15px}.elementor-price-table .elementor-price-table__features-list li:not(:first-child):before{content:"";display:block;border:0 solid hsla(0,0%,47.8%,.3);margin:10px 12.5%}.elementor-price-table .elementor-price-table__features-list i{margin-right:10px;font-size:1.3em}.elementor-price-table .elementor-price-table__features-list svg{margin-right:10px;fill:var(--e-price-table-features-list-color);height:1.3em;width:1.3em}.elementor-price-table .elementor-price-table__features-list svg~*{vertical-align:text-top}.elementor-price-table .elementor-price-table__footer{padding:30px 0}.elementor-price-table .elementor-price-table__additional_info{margin:0;font-size:13px;line-height:1.4}.elementor-price-table__ribbon{position:absolute;top:0;left:auto;right:0;transform:rotate(90deg);width:150px;overflow:hidden;height:150px}.elementor-price-table__ribbon-inner{text-align:center;left:0;width:200%;transform:translateY(-50%) translateX(-50%) translateX(35px) rotate(-45deg);margin-top:35px;font-size:13px;line-height:2;font-weight:800;text-transform:uppercase;background:#000}.elementor-price-table__ribbon.elementor-ribbon-left{transform:rotate(0);left:0;right:auto}.elementor-price-table__ribbon.elementor-ribbon-right{transform:rotate(90deg);left:auto;right:0}.elementor-widget-price-table .elementor-widget-container{overflow:hidden;background-color:#f9fafa}.e-con-inner>.elementor-widget-price-list,.e-con>.elementor-widget-price-list{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}
HoneyBook
Learn More Today!
$
8
Monthly
Great Client Management
Powerful Automations
Invoices & Contracts
Get HoneyBook
Try it Free Today
Popular
/*! elementor - v3.15.0 - 20-08-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} As a small business owner, deciding which software to use for your business operations can be challenging. With countless options and features available, it can be overwhelming to determine what’s best for you. Moreover, making the wrong choice can be a gamble for the success or failure of your business. I’m AJ, and I know how tough it can be. After a decade of building my business, I’ve learned what works (and what doesn’t). After negotiating a seven-figure exit for my agency , I’m building Small Business Bonfire. With Small Business Bonfire (SBB), I aim to help fellow entrepreneurs get to where I am (in a fraction of the time it took me). So, let’s talk about a platform I’ve recommended to a ton of clients with my digital agency—HoneyBook. The SBB team and I tested it for three months for this comprehensive Honeybook review. Let’s dive in!
/*! elementor - v3.15.0 - 20-08-2023 */
.elementor-widget-divider{--divider-border-style:none;--divider-border-width:1px;--divider-color:#0c0d0e;--divider-icon-size:20px;--divider-element-spacing:10px;--divider-pattern-height:24px;--divider-pattern-size:20px;--divider-pattern-url:none;--divider-pattern-repeat:repeat-x}.elementor-widget-divider .elementor-divider{display:flex}.elementor-widget-divider .elementor-divider__text{font-size:15px;line-height:1;max-width:95%}.elementor-widget-divider .elementor-divider__element{margin:0 var(--divider-element-spacing);flex-shrink:0}.elementor-widget-divider .elementor-icon{font-size:var(--divider-icon-size)}.elementor-widget-divider .elementor-divider-separator{display:flex;margin:0;direction:ltr}.elementor-widget-divider--view-line_icon .elementor-divider-separator,.elementor-widget-divider--view-line_text .elementor-divider-separator{align-items:center}.elementor-widget-divider--view-line_icon .elementor-divider-separator:after,.elementor-widget-divider--view-line_icon .elementor-divider-separator:before,.elementor-widget-divider--view-line_text .elementor-divider-separator:after,.elementor-widget-divider--view-line_text .elementor-divider-separator:before{display:block;content:"";border-bottom:0;flex-grow:1;border-top:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--element-align-left .elementor-divider .elementor-divider-separator>.elementor-divider__svg:first-of-type{flex-grow:0;flex-shrink:100}.elementor-widget-divider--element-align-left .elementor-divider-separator:before{content:none}.elementor-widget-divider--element-align-left .elementor-divider__element{margin-left:0}.elementor-widget-divider--element-align-right .elementor-divider .elementor-divider-separator>.elementor-divider__svg:last-of-type{flex-grow:0;flex-shrink:100}.elementor-widget-divider--element-align-right .elementor-divider-separator:after{content:none}.elementor-widget-divider--element-align-right .elementor-divider__element{margin-right:0}.elementor-widget-divider:not(.elementor-widget-divider--view-line_text):not(.elementor-widget-divider--view-line_icon) .elementor-divider-separator{border-top:var(--divider-border-width) var(--divider-border-style) var(--divider-color)}.elementor-widget-divider--separator-type-pattern{--divider-border-style:none}.elementor-widget-divider--separator-type-pattern.elementor-widget-divider--view-line .elementor-divider-separator,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:after,.elementor-widget-divider--separator-type-pattern:not(.elementor-widget-divider--view-line) .elementor-divider-separator:before,.elementor-widget-divider--separator-type-pattern:not([class*=elementor-widget-divider--view]) .elementor-divider-separator{width:100%;min-height:var(--divider-pattern-height);-webkit-mask-size:var(--divider-pattern-size) 100%;mask-size:var(--divider-pattern-size) 100%;-webkit-mask-repeat:var(--divider-pattern-repeat);mask-repeat:var(--divider-pattern-repeat);background-color:var(--divider-color);-webkit-mask-image:var(--divider-pattern-url);mask-image:var(--divider-pattern-url)}.elementor-widget-divider--no-spacing{--divider-pattern-size:auto}.elementor-widget-divider--bg-round{--divider-pattern-repeat:round}.rtl .elementor-widget-divider .elementor-divider__text{direction:rtl}.e-con-inner>.elementor-widget-divider,.e-con>.elementor-widget-divider{width:var(--container-widget-width,100%);--flex-grow:var(--container-widget-flex-grow)}
You Can Trust Small Business Bonfire The Small Business Bonfire team and I have been testing and rating thousands of business management platforms (overthe last decade) to help you, our Bonfire Nation, start & scale your organizations. To learn more about our testing methods, please read this article here.
/*! elementor - v3.15.0 - 20-08-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is HoneyBook?
HoneyBook is a cloud-based customer relationship management (CRM) platform designed to help with every aspect of the customer lifecycle from start to finish. From invoicing and scheduling to project tracking and workflow automation, HoneyBook has it all! Some of our favorite features of HoneyBook include the following: Client management Invoicing & payments Lead forms Project management Contract management Automation creation Workflow & task management Based on our testing, we think HoneyBook is the perfect solution for small and midsize businesses (SMBs) looking to streamline their operations as they scale . As I mentioned, I’ve used and recommended HoneyBook to several clients (for everything from photography to home service businesses) over the years at my digital agency. Based on that alone, I can safely say it’s worth every penny . With automated reminders, customizable invoice templates, and one-click payment processing, HoneyBook helps you get organized and have a more profitable business overall .
Pros and Cons of the HoneyBook
It’s important to take the good with the bad, so let’s look at the pros and cons of HoneyBook.
HoneyBook Pros
User-friendly interface
Affordable pricing
Great templates for invoice & contact creation
Powerful automation
Automated payment reminders are helpful
Excellent project management
Tons of workflow management tools
HoneyBook Cons
Lacks customization with client management
No free plan
/*! elementor - v3.15.0 - 20-08-2023 */
.elementor-column .elementor-spacer-inner{height:var(--spacer-size)}.e-con{--container-widget-width:100%}.e-con-inner>.elementor-widget-spacer,.e-con>.elementor-widget-spacer{width:var(--container-widget-width,var(--spacer-size));--align-self:var(--container-widget-align-self,initial);--flex-shrink:0}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container,.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer,.e-con>.elementor-widget-spacer>.elementor-widget-container,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer{height:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner{height:var(--container-widget-height,var(--spacer-size))}
Try HoneyBook Today
Who is HoneyBook Best Suited For?
Let’s narrow down who HoneyBook is best for. Here are some situations where we think HoneyBook is particularly well suited: Small businesses – HoneyBook is perfect for small businesses looking to streamline their operations with an all-in-one solution. While it may not have all the bells and whistles of a larger platform, HoneyBook helps you book clients, handle administrative tasks with ease, and ramp up your business processes as your SMB scales. Midsize businesses – HoneyBook is an incredibly easy-to-use and affordable solution for midsize businesses. With its intuitive interface, onboarding all team members is a breeze, ensuring the entire team can use the platform without any hitches. Plus, HoneyBook’s powerful automation features help eliminate the burden of tedious tasks, allowing your team to focus more on strategic initiatives that drive growth. Freelancers – HoneyBook is an ideal solution for freelancers or independent business owners. As a freelancer, you are essentially running a one-person business, and HoneyBook can simplify your operations in multiple ways. Its client management tools make it easy to maintain professional relationships and keep track of your projects.
Who is HoneyBook Not Suited For?
While HoneyBook excels in many areas, it may not fit every business scenario perfectly. Particularly, the following situations might not benefit as much from HoneyBook’s features: Startups – While HoneyBook offers a range of comprehensive features that can benefit your business, its lack of a free plan may deter startups operating on a tight budget. Large enterprises – HoneyBook may not be the ideal solution for large enterprises as its features and tools are tailored to small businesses. Moreover, it does not offer enough customization options to meet the demands of larger organizations.
HoneyBook Software Pricing
HoneyBook offers three pricing plans (billed annually). They include the following: Starter plan – $8/month per user Essentials plan – $16/month per user Premium plan – $33/month per user
/* widget: Unlimited Table */
#uc_ue_table_elementor_2b94d17a.ue-table {
display: flex;
flex-direction: column;
opacity: 0;
transition: opacity .3s ease-in-out;
}
#uc_ue_table_elementor_2b94d17a .tabulator-header .tabulator-col svg,
#uc_ue_table_elementor_2b94d17a .tabulator-table .tabulator-cell svg {
height:1em;
width:1em;
}
#uc_ue_table_elementor_2b94d17a.ue-table.uc-show {
opacity: 1;
}
#uc_ue_table_elementor_2b94d17a .ue-table__tools {
display: flex;
justify-content: flex-end;
}
#uc_ue_table_elementor_2b94d17a .ue-table__search-btn,
#uc_ue_table_elementor_2b94d17a .ue-table__search-fields-toggle {
height: 100%
}
#uc_ue_table_elementor_2b94d17a .ue-table__filter-container {
position: relative;
display: flex;
justify-content: center;
align-items: center;
}
#uc_ue_table_elementor_2b94d17a .ue-table__search-fields {
position: absolute;
top: 0;
width: 100%;
max-height: 200px;
overflow: auto;
list-style-type: none;
z-index: 2;
display: flex;
flex-direction: column;
gap: .5em;
transform-origin: top center;
transform: scaleY(0);
transition: transform .3s ease-in-out;
}
#uc_ue_table_elementor_2b94d17a .ue-table__search-fields.uc-show {
transform: scaleY(1);
}
#uc_ue_table_elementor_2b94d17a .ue-table__search-fields li {
display: flex;
align-items: center;
gap: 0.5em;
}
#uc_ue_table_elementor_2b94d17a .ue-table-icon {
position: relative;
display: flex;
justify-content: center;
align-items: center;
cursor: pointer;
padding: 5px;
}
.ue-table__templates-container {
display: none;
}
#uc_ue_table_elementor_2b94d17a .tabulator-cell {
white-space: normal;
}
#uc_ue_table_elementor_2b94d17a .tabulator-responsive-collapse {
white-space: normal;
}
#uc_ue_table_elementor_2b94d17a .tabulator .tabulator-header .tabulator-col {
color: #000000;
background-color: #F4F8FF;
}
#uc_ue_table_elementor_2b94d17a .tabulator .tabulator-header .tabulator-col:hover {
background-color: ;
}
#uc_ue_table_elementor_2b94d17a .tabulator .tabulator-header .tabulator-col,
#uc_ue_table_elementor_2b94d17a .tabulator .tabulator-header .tabulator-cell,
#uc_ue_table_elementor_2b94d17a .tabulator .tabulator-row .tabulator-col,
#uc_ue_table_elementor_2b94d17a .tabulator .tabulator-row .tabulator-cell {
border-left-style: solid;
border-left: none;
}
#uc_ue_table_elementor_2b94d17a .tabulator-col-resize-handle {
border-width: 1px;
border-left-color: #555555;
border-left-style: solid;
}
@media screen and (max-width: 1024px) {
#uc_ue_table_elementor_2b94d17a .tabulator-col-resize-handle {
border-width: ;
}
}
@media screen and (max-width: 767px) {
#uc_ue_table_elementor_2b94d17a .tabulator-col-resize-handle {
border-width: ;
}
}
#uc_ue_table_elementor_2b94d17a .tabulator-headers .tabulator-col:last-of-type,
#uc_ue_table_elementor_2b94d17a .tabulator-row .tabulator-cell:last-of-type{
border-right: none !important;
}
#uc_ue_table_elementor_2b94d17a .tabulator-col-resize-handle:last-of-type {
display: none;
}
.tabulator-col,
.tabulator-row,
.tabulator-cell,
.ue-table-column__button {
transition: all .2s ease-in-out;
}
.ue-table-column__button {
display: inline-block;
}
/*
.tabulator-headers>.tabulator-col:not([class*='elementor-repeater-item']),
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column']) {
width: 100px !important;
}
*/
.tabulator-table>.tabulator-row>.tabulator-cell:not([tabulator-field*='column'])
How Does HoneyBook Pricing Compare?
Let’s see how HoneyBook stacks up against the competition in terms of both pricing and features. HoneyBook – $8/month per user No free plan Advanced invoicing & contracts Client (self-service) portal Powerful automations Jobber – $45/month for 1 user No free plan Advanced invoicing & contracts Client (self-service) portal Powerful automations Bitrix24 – $49/month for 5 users Free plan Basic invoicing & contracts Client (self-service) portal Powerful automations ClickUp – $9/month per user Free plan Basic invoicing Client (self-service) portal Powerful automations As you can see, these plans and features vary pretty wildly. Regarding the most affordable, HoneyBook easily takes the cake at just $8/month per user . When it comes to features, Jobber and HoneyBook are neck and neck. While we’ve got to give the nod to Jobber here, we ultimately think HoneyBook is the better option for SMBs on a budget . Therefore, we declare HoneyBook the winner here (with Jobber as a close second).
HoneyBook Pricing Tips
/* widget: Timeline Bullets */
#uc_timeline_bullets_elementor_61eb28b8 .ue_item
{
display:flex;
position:relative;
}
#uc_timeline_bullets_elementor_61eb28b8 .ue_item_icon
{
display:flex;
align-items:center;
justify-content:center;
flex-grow:0;
flex-shrink:0;
line-height:1em;
overflow:hidden;
}
#uc_timeline_bullets_elementor_61eb28b8 .ue_item_icon img
{
object-fit: cover;
}
#uc_timeline_bullets_elementor_61eb28b8 .ue_item_icon svg
{
height:1em;
width:1em;
}
#uc_timeline_bullets_elementor_61eb28b8 .ue_item_spacer
{
flex-grow:0;
flex-shrink:0;
}
#uc_timeline_bullets_elementor_61eb28b8 .ue_item_hr_line
{
flex-grow:0;
flex-shrink:0;
}
#uc_timeline_bullets_elementor_61eb28b8 .ue_item_vr_line
{
height:100%;
position:absolute;
flex-grow:0;
flex-shrink:0;
}
.ue_item_title
{
font-size:21px;
}
#uc_timeline_bullets_elementor_61eb28b8.uc-remote-parent .ue_item
{
cursor:pointer;
}
Annual Plans Save Paying annually for HoneyBook can lead to significant savings in the long run. Moreover, it allows for easier budgeting and financial planning as expenses for the entire year are settled upfront.
7-day Free Trial HoneyBook offers a 7-day free trial to test out the platform before committing. This is a great option for entrepreneurs who want to see if the software fits their business needs before signing up.
HoneyBook Core Features
/* widget: Icon Accordion */
#uc_uc_icon_accordion_elementor_6ba005b4 *{
box-sizing: border-box;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_container .uc-heading
{
cursor:pointer;
display:flex;
align-items:center;
transition:0.3s;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_container .uc-heading span.bbb
{
display:block;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_ac_box.uc-item-active span.uc_dactive
{
display:none;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_ac_box:not(.uc-item-active) span.uc_active
{
display:none;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_icon_holder,
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_icon_spacing
{
flex-grow:0;
flex-shrink:0;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_content{
display: none;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_icon
{
display:flex;
justify-content:center;
align-items:center;
line-height:1em;
transition:0.3s;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_icon svg
{
height:1em;
width:1em;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_expand_inside
{
display:flex;
justify-content:center;
align-items:center;
line-height:1em;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_expand_inside svg
{
height:1em;
width:1em;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_expand,
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_expand_spacing
{
flex-grow:0;
flex-shrink:0;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .ue_title
{
flex-grow:1;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_ac_box:last-child
{
margin-bottom:0px;
}
#uc_uc_icon_accordion_elementor_6ba005b4 .uc_ac_box
{
overflow:hidden;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item1 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item1 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item2 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item2 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item3 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item3 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item4 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item4 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item5 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item5 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item6 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item6 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item7 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item7 .ue-heading
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item8 .ue_icon
{
background-color:;
}
#uc_uc_icon_accordion_elementor_6ba005b4_item8 .ue-heading
{
background-color:;
}
Client Management
HoneyBook provides an array of client management tools designed to streamline and enhance your interaction with clients . Let's walk you through how it went for us. We synced our Small Business Bonfire Google account with Honeybook to test how easy it was to import contacts. Here's how the setup process looks. With just a few clicks, we were in business. The Google integration allowed us to import contacts and synchronize our calendar (for seamless scheduling). To test out the platform (during our three-month period), we also manually imported our B2B affiliate marketing contacts. We simply clicked "add contact" and got started. Here's how it looked (to give you a better idea). As you can see, when adding new clients, everything is laid out in a way that's clear and easy to read. Once we created the contact, we were able to easily add the following to our contact card: Projects Invoices Files While client management with HoneyBook is great, we would have liked to see more customization from the platform . For example, we couldn't add any custom fields to our contact cards, which we found very limiting. We also couldn't customize our contacts dashboard, which was a drawback in our opinion. This can make it difficult for niche SMBs to personalize the platform to their specific needs.
Contract Management
Creating, managing, and sending contracts can be a significant strain on any business, particularly for SMBs where resources might already be stretched thin. Drafting contracts requires a keen eye for detail, and sending them out can be time-consuming. Luckily, HoneyBook steps in to eliminate these headaches . During our three-month testing period of HoneyBook, we dove deep into its contracts feature. We created a variety of different contracts, including: Employee contracts Affiliate marketing contracts Terms of service agreements Look at the creation process, where we easily drafted an affiliate marketing agreement (in less than 5 minutes). As you can see, we were able to include our branding, plus HoneyBook automatically added our contact info to the top of the contract to make things even easier. The contract templates (shown below) were well-constructed, covering all the legal bases and leaving room for customization. Plus, the ability to send out and have clients sign contracts online (directly from the platform ) was a game-changer, saving us from the hassle of manually emailing each document. Aside from testing with SBB, I've worked with several clients at my digital agency using HoneyBook. This is one of the features that I've consistently heard positive feedback about. Some things my clients have said include the following: "It's great to be able to quickly send out contracts without having to worry about formatting and the legal language." "The templates are a lifesaver. I don't have to spend hours crafting each contract from scratch anymore!" "HoneyBook makes it easy to stay organized and keep track of all contracts in one place. I never have to worry about losing a contract again!" The bottom line: HoneyBook's contract feature is fantastic for just about any business that needs to create and send contracts without hiring an entire legal team.
Lead Forms
At Small Business Bonfire, we believe in working smarter, not harder . That's why we were excited to test out HoneyBook's lead forms. Quick refresher: Lead forms are digital forms that allow businesses to collect contact information from prospects from the following locations: Website Social media Other marketing channels We are happy to announce that HoneyBook makes it extremely easy to create and customize these forms . We'll walk you through our setup process. We simply navigated to the "lead forms" tab, where we were greeted with a collection of helpful templates (shown below). We went with one called "partnership form" and started the customization process. We were pleasantly surprised with how easy it was to incorporate our branding with the lead form (shown below). We were able to customize the following aspects of our theme: Main font & colors Button font Question colors Check out a sneak peek of the creation process. The whole thing took about 10 minutes from start to finish , and we were able to easily embed the form on our website. At the end of the day, HoneyBook provides some of the most intuitive lead form creation we've seen (and that's saying a lot). It's definitely a standout feature of the platform .
Client Portal
HoneyBook features an intuitive client portal that gives your clients a clear overview of all their pertinent details in one centralized location. This becomes a particularly convenient feature as it saves much-needed time and eliminates the need for back-and-forth emails to exchange information. Here's what clients can access directly from the portal: Invoices: Clients can effortlessly access all their invoices, past and present. This feature eliminates the need for digging through a pile of emails to find specific invoices. Documents: Any important documents shared between you and the client can be easily accessed here. This includes contracts, proposals, and other related files, all neatly organized. Project Details: Clients can view details of all their projects, including their status, deadlines, and any associated tasks. This helps them stay informed and up-to-date about their projects. The client portal by HoneyBook is designed to foster transparency and enhance client satisfaction. By making essential information and communication easily accessible, it enables a smoother, more organized business-client relationship.
Workflow Management
Let's face it—managing your workflow is essential to running a business. HoneyBook provides an intuitive solution to this problem with its workflow management tools. These include the following: Calendar Scheduler Task manager Time tracker For our three-month testing period, we utilized all of these feat
