ContractZen vs. HoneyBook

This is a big step up from our use of an Excel spreadsheet to manage hundreds of clients. There is more functionality in the product than we are currently using. It would be useful to learn from others how they are using the tool as we might discover some improved efficiency that we haven't considered.

Incentivized

I would recommend Honeybook to other coaches, consultants, and small business owners. It may not be appropriate for a large team's use, but works for the size of organization I currently own and manage. It also integrates with QuickBooks and makes financial data management fairly seamless.

Incentivized

• Download of all entries
• Reminders
• Searchability indexes

Incentivized

• Sending sales proposals + contracts with custom payment schedules.
• Automatic email reminders when clients have opened proposals, signed, and payed. HoneyBook even sends automated email reminders when clients haven't opened the email, reminding me to follow up.
• A very easy-to-use dashboard with templates for invoices, contracts, questionnaires, emails, and more.
• A place to see my sales pipeline with all of my clients, projects, and progress statuses in one place.
• All of my branding automatically integrated into everything that I send.

Incentivized

• No contract lifecycle management.
• Governance may not be adequate for large organizations.
• Sign-in with SSO or without SSO can be improved; it's a bit confusing for new users.

Incentivized

• The inability to export client data is ultimately what led us to switch to another CRM. It was great to be able to see all client project information within the specific project, but we needed everything from contracts, to general client data to form submissions and questionnaires to ALL be exportable data and that was not an option. All information only lived in HoneyBook.
• HoneyBook's forms were beautiful but I wish they would have been able to link to SurveyMonkey or Zapier to allow for more integrations. We might not have switched to another platform had that been the case.

Incentivized

The inexpensive ContractZen saves time and money and is a joy to use

Since I do not use ALL the functionality in HoneyBook, I have wondered if the plan I am on is too much. That is why I rated a 9 rather than 10. I have definitely considered downgrading but not leaving HoneyBook.

Good product.

Incentivized

This is now a copy-paste response since this platform is asking me to answer every single question. It is such a negative experience with Honeybook that they even upset me while I'm trying to warn others of all the horrible pitfalls in working with the platform.

Have not needed much but available when I do have questions

Incentivized

They have ALWAYS been amazing when I needed any type of service or help. Their concierge service is also amazing vs other services I have used in the past. I have confidence when I ask for help - both through Chat or even on their Facebook group that I will get an answer quickly.

Incentivized

The capture of the new contracts is more important than the old contracts, somewhat counterintuitively. Once you start saving time using the electronic signing and retrieval, adding old material is easier. Old material additions fit our annual schedule as we've done them during periods of less administrative work.

The barrier of entry with ContractZen was so low. Competition offered a paid proof-of-concept, multiple sales call, and pre-sales analysis for which we had no time and had low interest. ContractZen gave us a demo in 30 minutes, gave me an account and walked me through the product. The cost was significantly lower. Yes, features were fewer in ContractZen but the features were the right ones we needed. Security of the system was adequate and it was cloud-based, which meant we didn't have to maintain servers on premise. Onboarding was easy and describing the system to others to get buy-in was exceptionally easy.

Incentivized

Honeybook and Dubsado have a lot of similarities. I'd say the only big difference is that Dubsado still has more advanced workflow capabilities. Dubsado also is much harder to set up. Honeybook is simpler and easier to use right from the start.

Incentivized

• I have saved 50% of my time when managing and sharing bids and agreements.
• I'll never miss a contract end date - ContractZen has already saved 15% of my total annual contract value.

• HoneyBook has increased my efficiency, particularly when it comes to billing. I wanted to make it easier for myself to bill and HoneyBook has made it a breeze to automate my system.
• I love the forms HoneyBook provides, which fit seamlessly with my website. It makes lead generation easy, and automation has been a dream come true for my efficiency.
• HoneyBook has given me the ability to quickly follow up with professional materials that I wouldn't have had printed to hand out to potential customers. I love the digital capabilities and simplicity of the system, which has been worth the investment.

Incentivized