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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    CoPilot

    Score8.4 out of 10
    N/ACoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.

    $29

    per month

    HoneyBook

    Score6.2 out of 10
    Small Businesses (1-50 employees)
    HoneyBook aims to help creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With HoneyBook, users can automate busy work and stay on top of to-dos, saving time and money, while growing a business. HoneyBook is designed to emulate a personal assistant. The vendor states that small business owners and freelancer customers have tripled their bookings and saved multiple hours a day using HoneyBook. They further state that a variety of small…

    $36

    per month

    Pricing
    CoPilotHoneyBook
    Editions & Modules
    Pay Yearly - Starter
    $29
    per month per user
    Pay Monthly - Starter
    $39
    per month per user
    Pay Yearly - Professional
    $69
    per month per user
    Pay Monthly - Professional
    $89
    per month per user
    Pay Yearly - Advanced
    $119
    per month per user
    Pay Monthly - Advanced
    $139
    per month per user
    Supersonic
    Custom
    Starter
    $36
    per month
    Unlimited Plan - Monthly
    $39
    Month
    Essentials
    $59
    per month
    Premium
    $129
    per month
    Offerings
    Pricing Offerings
    CoPilotHoneyBook
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—2 months free with annual billing.
    More Pricing Information
    Community Pulse
    CoPilotHoneyBook
    Considered Both Products
    Ortto
    No answer on this topic
    HoneyBook
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    80%
    Would buy again
    8 Answers
    Delivers good value for the price
    No answers on this topic
    80%
    Delivers good value for the price
    8 Answers
    Happy with the feature set
    No answers on this topic
    70%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    63%
    Lived up to sales and marketing promises
    5 Answers
    Implementation went as expected
    No answers on this topic
    70%
    Implementation went as expected
    7 Answers
    Features
    CoPilotHoneyBook
    Sales Force Automation
    Comparison of Sales Force Automation features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    6.4
    12 Ratings
    19% below category average
    Customer data management / contact management00 Ratings6.412 Ratings
    Workflow management00 Ratings5.710 Ratings
    Opportunity management00 Ratings5.111 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings8.711 Ratings
    Contract management00 Ratings7.112 Ratings
    Quote & order management00 Ratings5.410 Ratings
    Interaction tracking00 Ratings6.59 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    7.7
    10 Ratings
    2% above category average
    Case management00 Ratings8.78 Ratings
    Help desk management00 Ratings6.79 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    4.7
    10 Ratings
    47% below category average
    Lead management00 Ratings4.710 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    7.0
    12 Ratings
    8% below category average
    Task management00 Ratings5.712 Ratings
    Billing and invoicing management00 Ratings7.111 Ratings
    Reporting00 Ratings8.411 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    5.5
    8 Ratings
    32% below category average
    Customizable reports00 Ratings5.58 Ratings
    Customization
    Comparison of Customization features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    9.0
    10 Ratings
    18% above category average
    Custom fields00 Ratings9.010 Ratings
    Custom objects00 Ratings9.010 Ratings
    Security
    Comparison of Security features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    6.6
    11 Ratings
    23% below category average
    Single sign-on capability00 Ratings6.49 Ratings
    Role-based user permissions00 Ratings6.810 Ratings
    Platform
    Comparison of Platform features of CoPilot and HoneyBook
    Feature
    CoPilot
    -
    Ratings
    HoneyBook
    6.6
    10 Ratings
    11% below category average
    Mobile access00 Ratings6.610 Ratings
    Best Alternatives
    CoPilotHoneyBook
    Small Businesses
    No answers on this topic
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    No answers on this topic
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    No answers on this topic
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    CoPilotHoneyBook
    Likelihood to Recommend
    9.0
    (1 ratings)
    6.4
    (12 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.0
    (1 ratings)
    Usability
    -
    (0 ratings)
    5.7
    (10 ratings)
    Support Rating
    -
    (0 ratings)
    2.6
    (7 ratings)
    User Testimonials
    CoPilotHoneyBook
    Likelihood to Recommend
    Ortto
    I used it recently to go over a syllabus. It caught errors in grading where there were overlaps in the grading scale. It also caught a section that was deemed to be problematic as it could have created a conflict in grading based on the subjectiveness of the score and how it was determined
    Incentivized
    Read full review
    HoneyBook
    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
    Read full review
    Pros
    Ortto
    • Examines a syllabus for errors or contradictions in grading
    • It works as a great starting point for doing research
    • We use it to aid in developing classroom instruction
    Incentivized
    Read full review
    HoneyBook
    • HoneyBook offers incredible resources to train users how to best use their system. It's informative and eye-opening to watch one of their training sessions.
    • I love how easy HoneyBook makes it to create highly professional materials that are beautiful. Its brochures and selling materials are stellar and I'm able to streamline the process without feeling like I actually have to sell my capabilities.
    • I'm thrilled with the billing system and how simple it is to automate. I love that I can see how my customers have engaged with the bills.
    • The app helps me feel connected to my leads and data while I'm away from my computer.
    Incentivized
    Read full review
    Cons
    Ortto
    • I would like to see better image creation tools
    • More tools in creating custom GPTs
    • Easier tools to limit and create the data used for the LLM
    Incentivized
    Read full review
    HoneyBook
    • The online scheduling tool does not work with different time zones very well. It doesn't automatically adjust to my clients' timezones and it doesn't even have many international time zones as an option! I had 3 clients in a row schedule meetings at the wrong time when I first started using HoneyBook's scheduler. I had to switch to Calendly because HoneyBook's scheduling tool was causing me to lose business.
    • The transaction fees for instant deposits are expensive.
    • [I believe} many of the features on HoneyBook are half-baked. It's marketed as an all-in-one business management platform, but I'm still using Calendly, Google Drive, Typeform, Clockify, and ClickUp because HoneyBook's equivalent features aren't as sophisticated or as easy to use.
    • The notes section for client projects does not have much space or allow for any custom formatting such as hyperlinks, bold text, highlighted text, etc. Tools such as Teamwork, Pipedrive, Asana, and ClickUp do a much better job at displaying this type of information.
    Incentivized
    Read full review
    Likelihood to Renew
    Ortto
    No answers on this topic
    HoneyBook
    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.
    Read full review
    Usability
    Ortto
    No answers on this topic
    HoneyBook
    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.
    Read full review
    Support Rating
    Ortto
    No answers on this topic
    HoneyBook
    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
    Read full review
    Alternatives Considered
    Ortto
    The primary reason is the integration into Office 360. Having the AI tool built into all of the office apps was a game changer in my opinion. Being able to use it in Word to help rewrite a sentence or look up a reference. In Excel, I have used to to build formulas or write simple code.
    Incentivized
    Read full review
    HoneyBook
    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
    Read full review
    Return on Investment
    Ortto
    • It is too early to tell at the moment but I can see it as a positive moving forward
    • The amount of time saved in creating content will be a huge asset for faculty
    • The same holds true for students as they to will be able to safe a lot of time
    Incentivized
    Read full review
    HoneyBook
    • HoneyBook was very cost effective which was great for ROI!
    • HoneyBook was easy to use which made for a quick employee on-boarding for new team members.
    • HoneyBook had some features that were not available on the platform that are considered standard for any other CRM such as data pull, platform integrations, and customization options.
    Incentivized
    Read full review
    ScreenShots

    HoneyBook Screenshots

    Screenshot of BrochureScreenshot of GratuityScreenshot of Homepage PipelineScreenshot of HomepageScreenshot of ProjectScreenshot of Workflows