HoneyBook vs. INHUBBER

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

Organize large volumes of contracts with attachments. Reduce the number of copies and versions of documents. To keep documents in a location that is searchable and provides an overview of what the contracts are intended to accomplish. To stay up to date on the terms and conditions of documents and take advantage of opportunities such as volume discounts accordingly.

• 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

• It tracks contract expiration dates, renewal periods, etc.
• Automates and manages approvals and helps maintain order in contract management.
• Keeps contracts in a secure location and supports version control.
• Saves time by extracting useful data, e.g. deadlines.
• Provides a very handy reminder management system.

• 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

• If you just want to quickly look something up the tool can feel a bit overloaded like it's trying to do everything at once.

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.

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.

The platform helps you to get your things done. It is designed the way so that user spends as little time as possible on dealing with low-value activities like labeling, structuring, signing and focuses more on the things that will determine how much you will get out of the contract, like setting reminders for the deliverables, extracting the key information, etc.

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

It's easy to understand and to use, though I still recommend asking a colleague or contacting support to get a quick tutorial for first-time users.

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

• 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

• It saves time by replacing channels for document encryption. No need for emails; makes work safer and easier to figure out what document the team is working on.
• No need to switch between the platforms to sign documents.
• No need to read the whole document; just the places AI highlighted.

Incentivized