HoneyBook

Qui utilise HoneyBook ?

Photographes professionnels, concepteurs web, fleuristes, organisateurs de mariage, maquilleurs, planificateurs d'événements, DJ, traiteurs, designers d'intérieur, designers de mode, designers graphiques.

Description de HoneyBook

HoneyBook rationalise et automatise l'expérience de vos clients, de la demande à la facture finale.

Informations sur HoneyBook

HoneyBook

https://www.honeybook.com/

Fondé en 2013

Prix de HoneyBook

HoneyBook n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de HoneyBook est disponible à partir de 40,00 $US/mois.

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HoneyBook video
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À partir de

40,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Support en horaire de bureau

En ligne

HoneyBook - Fonctionnalités

Logiciels CRM en ligne
Analyse du service client
Catalogage et catégorisation
Contrôle des réponses par e-mail
Gestion des connaissances
Messagerie instantanée
Mesure des performances
Portail libre-service
Recherche
Suivi du support client
Accès mobile
Base de données de clients
Emplacements multiples
Gestion des réservations de chambres
Paiements en ligne
Planification automatisée
Planification des groupes
Rappels de rendez-vous
Rendez-vous récurrents
Réservation en ligne
Synchronisation du calendrier
Bibliothèque de contenu
Collaboration
Gestion de la base de connaissances
Gestion de versions
Gestion des appels d'offres
Gestion des contacts
Gestion des documents
Gestion des flux de travail
Gestion des pipelines
Modèles
Piste d'audit
Signature électronique
Accès mobile
Devis et offres
Gestion des tâches
Gestion du territoire
Génération de leads
Intégration des médias sociaux
Intégration du chat interne
Intégration du marketing automation
Lead scoring
Segmentation
Stockage de documents
Système de calendrier et de rappel
e-mail marketing
Devis et offres
Gestion des tâches
Gestion du territoire
Intégration des médias sociaux
Intégration du marketing automation
Lead scoring
Lecture de cartes de visite et de badges
Messagerie instantanée
Prévision
Segmentation
Stockage de documents
Système de calendrier et de rappel
Analyse ad hoc
Analyse prédictive
Analyse qualitative
Analyse quantitative
Budgétisation et prévision
Consolidation et regroupement
Fiches d'évaluation (scorecards)
Indicateurs clés de performance
Planification stratégique
Rapports ad hoc
Tableau de bord
Base de données de contacts
Calculateur d'impôts
Facturation des dépenses imprévues
Facturation des projets
Facturation en ligne
Facturation récurrente et des abonnements
Facturation à l'heure
Factures personnalisables
Gestion des demandes de paiement
Paiements en ligne
Paiements mobiles
Portail de facturation
Prise en charge de plusieurs devises
Traitement des paiements
Achats
CRM
Facturation
Gestion de la formation
Gestion de projets
Gestion des commandes
Gestion des employés
Gestion des fournisseurs
Gestion des stocks
Gestion du marketing
Gestion financière
Mesure des performances
Planification
Suivi du temps et des dépenses
Contrats formalistes
Contrats gouvernementaux
Côté achat (fournisseurs)
Côté vente (clients)
Gestion de cycle de vie des contrats
Gestion de versions
Gestion des flux de travail
Modèles prédéfinis
Recherche en texte intégral
Signature électronique
Suivi de la conformité
Suivi de la progression
Diagrammes de Gantt
Gestion des idées
Gestion des portefeuilles
Gestion des ressources
Gestion du budget
Modèles personnalisables
Méthodes Agile
Méthodes classiques
Outils de collaboration
Portail client
Suivi des étapes
Suivi du temps et des dépenses
Suivi progression/coût
Tableau kanban
Distribution de leads
Gestion des campagnes
Gestion des pipelines
Lead nurturing
Lead scoring
Outils de prospection
Saisie de leads
Segmentation de leads
Suivi des interactions
Suivi des sources
Archivage et rétention
Bloqueur de spam
Boîtes de réception partagées
Gestion des listes d'attente
Gestion des réponses
Gestion des signatures
Liste blanche et liste noire
Routage
Récupération de données
Réponses préenregistrées
Suivi des e-mails
Alertes/Notifications
Emplacements multiples
Gestion des réservations de chambres
Planification automatisée
Planification des cours
Planification des groupes
Planification des installations
Planification des rendez-vous
Planification des ressources
Planification du personnel
Planification en temps réel
Conformité PCI
Facturation
Facturation récurrente
Intégration des caisses
Intégration des services de traitement des paiements
Paiements en personne
Paiements mobiles
Portails de paiement multiples
Prévention des paiements frauduleux
Rapports et analyses
Signature électronique
Sécurité des données
Traitement de cryptomonnaies
Traitement des cartes de crédit et de débit
Traitement des paiements
Traitement des paiements ACH
Traitement des paiements en ligne
Accès mobile
Automatisation des processus métiers
Configuration des workflows
Contrôles/Permissions d'accès
Gestion des calendriers
Gestion des documents
Gestion des formulaires
Gestion des tâches
Intégrations de tiers
Sans code
Suivi de la conformité
Tableau de bord personnalisable
Éditeur graphique de workflow
Facturation
Gestion de projets
Gestion des clients
Gestion des commandes
Gestion des contrats
Gestion des offres
Gestion des événements
Gestion du marketing
Planification des rendez-vous

Avis sur HoneyBook

Afficher 5 avis sur 271

Note globale
4,8/5
Facilité d'utilisation
4,7/5
Service client
4,8/5
Fonctionnalités
4,6/5
Rapport qualité-prix
4,7/5
Christina S.
Owner
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 20/09/2019

"The Best Client Management Resource-- goes beyond normal software"

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par HoneyBook le 23/09/2019

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.

  • Provenance de l'utilisateur 
  • Publié le 20/09/2019
Penny L.
Owner/Photographer
Art/artisanat, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 06/02/2020

"Best choice I made for my business yet"

Commentaires: Payment processing was always a challenge until I found Honeybook. I love that the automated convenience of honey book. I set my templates, it does the rest. I send an invoice, it bills, reminds and keeps everything squared away. Not to mention it auto-deposits funds into my account. IT keeps me in business!

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 06/02/2020
Jill C.
Owner
Design, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 15/06/2020

"Most affordable and complete solution for the creative business"

Commentaires: Makes running my creative business so much smoother. Their customer service is second to none. Fast, helpful, and friendly.

Avantages: Integration of CRM, Calendar, and Billing all in one as well as the ability to run multiple businesses at no additional charge.

Inconvénients: I'd cannot attach a file to an email which means I sometimes have to send 2, but they're working on it.

  • Provenance de l'utilisateur 
  • Publié le 15/06/2020
Paige E.
President
Photographie
Temps d'utilisation du produit: plus d'un an
  • Note globale
    1/5
  • Facilité d'utilisation
    1/5
  • Fonctionnalités
    2/5
  • Support client
    3/5
  • Rapport qualité-prix
    1/5
  • Probabilité de recommander le produit
    Sans note
  • Provenance de l'utilisateur 
  • Publié le 07/06/2018

"Not User Friendly - Difficult Learning Curve"

Avantages: 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.

Inconvénients: 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.

  • Provenance de l'utilisateur 
  • Publié le 07/06/2018
Leigh ann S.
Manager
Événementiel, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 29/05/2020

"Powerful, Intuitive Tool"

Commentaires: When we were starting up our business, an event venue, I was going nuts comparing the different CRM software. When you haven't actually used them, you don't know which will work best for you. Another venue owner told me she used HoneyBook. I had learned a lot from her, and finally decided that if she thought HoneyBook was good, it probably was and I'd just go for that. Best decision ever!

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par HoneyBook le 02/06/2020

Hi Leigh Ann,

Thanks for your feedback. It's helpful to know where we can improve. We're in the process of building in more formatting customizations right now, as well as new triggers within workflows to help you automate tasks on a more real-time basis. Stay tuned!

  • Provenance de l'utilisateur 
  • Publié le 29/05/2020