HoneyBook Features

Based on 64 HoneyBook reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 62 HoneyBook reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 58 HoneyBook reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 51 HoneyBook reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 40 HoneyBook reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 59 HoneyBook reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 65 HoneyBook reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 55 HoneyBook reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Provide integration with accounting software and ERP systems. This feature was mentioned in 56 HoneyBook reviews.

Based on 41 HoneyBook reviews. Provide integration with B2B and B2C e-commerce platforms

Based on 72 HoneyBook reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

As reported in 50 HoneyBook reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Based on 70 HoneyBook reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 73 HoneyBook reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 44 reviewers of HoneyBook have provided feedback on this feature.

Based on 52 HoneyBook reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 61 HoneyBook reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 68 HoneyBook reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 72 HoneyBook reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 56 HoneyBook reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 70 HoneyBook reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 66 HoneyBook reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 73 HoneyBook reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 73 HoneyBook reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 53 HoneyBook reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 55 HoneyBook reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 54 HoneyBook reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 50 HoneyBook reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

As reported in 46 HoneyBook reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

As reported in 59 HoneyBook reviews. Provide integration with accounting and financial management software

Based on 75 HoneyBook reviews. Integrate with payment gateways and enterprise payments software

Based on 38 HoneyBook reviews. Deliver integrations with accounting modules of ERP systems

Based on 52 HoneyBook reviews and verified by the G2 Product R&D team. Sync with company accounts to transfer payments for approved invoices

Provide integration with accounting and financial management software 57 reviewers of HoneyBook have provided feedback on this feature.

Based on 35 HoneyBook reviews. Deliver integrations with accounting modules of ERP systems

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 50 reviewers of HoneyBook have provided feedback on this feature.

Based on 52 HoneyBook reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 63 HoneyBook reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 68 HoneyBook reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 73 HoneyBook reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

As reported in 53 HoneyBook reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Based on 79 HoneyBook reviews. Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 74 HoneyBook reviews.

Based on 68 HoneyBook reviews. Automatically generates invoices at pre-defined time intervals

Include workflows for approvals of invoices or payments 63 reviewers of HoneyBook have provided feedback on this feature.

Track invoices based on due dates to identify overdue payments This feature was mentioned in 76 HoneyBook reviews.

Based on 61 HoneyBook reviews. Analyze variations between incoming and outgoing cash

As reported in 45 HoneyBook reviews. Monitor KPIs such as time to process an invoice or erroneous payments

Based on 70 HoneyBook reviews and verified by the G2 Product R&D team. Track different types of payment such as deposits or partial payments

Based on 71 HoneyBook reviews. The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

As reported in 61 HoneyBook reviews. Reports and analytics created from payment data.

Based on 66 HoneyBook reviews. Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

Based on 37 HoneyBook reviews. Process payments from multiple channels such as ACH, mobile, or e-commerce.

As reported in 39 HoneyBook reviews. Supports levels 1 and 2 for credit card payment processing.

As reported in 33 HoneyBook reviews. Allows users to process payments in multiple currencies.

Based on 73 HoneyBook reviews. Provides an online portal where customers can make payments.

Support cardholder verification methods for POS transactions. This feature was mentioned in 46 HoneyBook reviews.

Provide standard invoice templates that can be customized by users This feature was mentioned in 70 HoneyBook reviews.

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 71 HoneyBook reviews.

Automatically generates invoices at pre-defined time intervals This feature was mentioned in 66 HoneyBook reviews.

Based on 49 HoneyBook reviews. Ability to create multiple types of invoices

Manage invoicing for different types of products or services This feature was mentioned in 63 HoneyBook reviews.

Based on 36 HoneyBook reviews. Ability to send confirmation and reminder emails & texts

As reported in 36 HoneyBook reviews. Ability to send automated follow-up emails/texts upon conclusion of appointment

Receive a notification whenever a customer schedules an appointment 36 reviewers of HoneyBook have provided feedback on this feature.

Based on 33 HoneyBook reviews. Automatically detects the time zone of both parties to avoid booking mistakes

As reported in 34 HoneyBook reviews. Ability to set preferred availability to ensure appointments are only booked during approved times

Personalize booking page with custom logos and colors to match branding This feature was mentioned in 38 HoneyBook reviews.

As reported in 34 HoneyBook reviews. Personalize a booking link to share with customers

Provides the ability to be embedded into websites This feature was mentioned in 33 HoneyBook reviews.

Integrates with video conferencing tools to allow for virtual appointments This feature was mentioned in 25 HoneyBook reviews.

Integrates with SMS providers or instant messaging platforms to communicate directly with customers This feature was mentioned in 32 HoneyBook reviews.

Allows users to add custom fields to forms that aren't already on the templates 42 reviewers of HoneyBook have provided feedback on this feature.

Allows users to create forms with more than one page 35 reviewers of HoneyBook have provided feedback on this feature.

As reported in 41 HoneyBook reviews. Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)

Based on 40 HoneyBook reviews. Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection This feature was mentioned in 24 HoneyBook reviews.

Sends notifications when a completed form is recieved This feature was mentioned in 36 HoneyBook reviews.

Based on 37 HoneyBook reviews. Contains integrations with payment processors, enabling users to accept payments through forms

Allows users to build, distribute and access forms from a mobile device This feature was mentioned in 38 HoneyBook reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 18 HoneyBook reviews.

Allows users to generate text based on a text prompt. 12 reviewers of HoneyBook have provided feedback on this feature.

As reported in 12 HoneyBook reviews. Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt. 12 reviewers of HoneyBook have provided feedback on this feature.

Based on 12 HoneyBook reviews. Simulates human-like speech from text inputs.

Converts images into a textual description, identifying key elements. 13 reviewers of HoneyBook have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting