HoneyBook Features
What are the features of HoneyBook?
Sales Force Automation
- Contact & Account Management
- Task / Activity Management
- Customer Contract Management
Marketing Automation
- Lead Management
Customer Support
- Customer Support Portal
- Knowledge Base
Integration
- Payments
Reporting & Analytics
- Dashboards
Invoice Generation
- Templates
- Digital Invoices
Analytics
- Due Dates
Payment Processing
- Credit Card Processing
Payment Options
- Online payment portal
Bill Generation
- Templates
- Digital Billing
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Technology Glossary Features
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HoneyBook Categories on G2
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Platform
Customization | Based on 59 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. | 85% (Based on 59 reviews) | |
Workflow Capability | Based on 57 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. | 89% (Based on 57 reviews) | |
User, Role, and Access Management | Based on 53 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. | 89% (Based on 53 reviews) | |
Internationalization | Based on 45 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. | 86% (Based on 45 reviews) | |
Sandbox / Test Environments | Based on 35 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. | 80% (Based on 35 reviews) | |
Document & Content Mgmt. | Based on 54 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. | 88% (Based on 54 reviews) | |
Performance and Reliability | Based on 60 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. | 92% (Based on 60 reviews) | |
Output Document Generation | Based on 50 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. | 90% (Based on 50 reviews) | |
Accounting integration | Based on 53 HoneyBook reviews. Provide integration with accounting software and ERP systems. | 86% (Based on 53 reviews) | |
E-commerce Integration | Based on 38 HoneyBook reviews. Provide integration with B2B and B2C e-commerce platforms | 85% (Based on 38 reviews) |
Sales Force Automation
Contact & Account Management | Based on 67 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. | 90% (Based on 67 reviews) | |
Partner Relationship Mgmt. (PRM) | 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 This feature was mentioned in 45 HoneyBook reviews. | 88% (Based on 45 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 65 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. | 91% (Based on 65 reviews) | |
Task / Activity Management | Based on 68 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. | 89% (Based on 68 reviews) | |
Territory & Quota Management | Based on 40 HoneyBook reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 84% (Based on 40 reviews) | |
Desktop Integration | Based on 47 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. | 89% (Based on 47 reviews) | |
Product & Price List Management | Based on 56 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. | 89% (Based on 56 reviews) | |
Quote & Order Management | Based on 64 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. | 89% (Based on 64 reviews) | |
Customer Contract Management | Based on 67 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. | 93% (Based on 67 reviews) |
Marketing Automation
Email Marketing | Based on 51 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. | 78% (Based on 51 reviews) | |
Lead Management | Based on 65 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. | 90% (Based on 65 reviews) |
Customer Support
Case Management | See feature definition | Based on 61 HoneyBook reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 89% (Based on 61 reviews) |
Customer Support Portal | Based on 68 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. | 86% (Based on 68 reviews) | |
Knowledge Base | Based on 68 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. | 87% (Based on 68 reviews) | |
Call Center Features | Based on 49 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. | 77% (Based on 49 reviews) | |
Support Analytics | Based on 51 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. | 83% (Based on 51 reviews) |
Integration
Data Import & Export Tools | Based on 49 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. | 83% (Based on 49 reviews) | |
Integration APIs | Based on 45 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. | 88% (Based on 45 reviews) | |
Breadth of Partner Applications | 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. 40 reviewers of HoneyBook have provided feedback on this feature. | 78% (Based on 40 reviews) | |
Accounting | Based on 53 HoneyBook reviews. Provide integration with accounting and financial management software | 86% (Based on 53 reviews) | |
Payments | Integrate with payment gateways and enterprise payments software This feature was mentioned in 69 HoneyBook reviews. | 88% (Based on 69 reviews) | |
ERP | Based on 33 HoneyBook reviews. Deliver integrations with accounting modules of ERP systems | 87% (Based on 33 reviews) | |
Account Sync | Based on 47 HoneyBook reviews and verified by the G2 Product R&D team. Sync with company accounts to transfer payments for approved invoices | 89% (Based on 47 reviews) | |
Accounting | As reported in 53 HoneyBook reviews. Provide integration with accounting and financial management software | 85% (Based on 53 reviews) | |
ERP | Based on 31 HoneyBook reviews. Deliver integrations with accounting modules of ERP systems | 85% (Based on 31 reviews) |
Mobile & Social
Social Collaboration Features | Based on 46 HoneyBook reviews. 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 | 86% (Based on 46 reviews) | |
Social Network Integration | Based on 48 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. | 85% (Based on 48 reviews) | |
Mobile User Support | Based on 59 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. | 87% (Based on 59 reviews) |
Reporting & Analytics
Reporting | Based on 63 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. | 81% (Based on 63 reviews) | |
Dashboards | Based on 68 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 | 90% (Based on 68 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. 48 reviewers of HoneyBook have provided feedback on this feature. | 80% (Based on 48 reviews) |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users 73 reviewers of HoneyBook have provided feedback on this feature. | 92% (Based on 73 reviews) | |
Digital Invoices | As reported in 68 HoneyBook reviews. Ability to convert invoices to digital formats such as PDF | 94% (Based on 68 reviews) | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals 62 reviewers of HoneyBook have provided feedback on this feature. | 92% (Based on 62 reviews) |
Invoice Processing
Approvals | Include workflows for approvals of invoices or payments 57 reviewers of HoneyBook have provided feedback on this feature. | 90% (Based on 57 reviews) |
Analytics
Due Dates | Track invoices based on due dates to identify overdue payments 70 reviewers of HoneyBook have provided feedback on this feature. | 92% (Based on 70 reviews) | |
Cashflow | Analyze variations between incoming and outgoing cash This feature was mentioned in 56 HoneyBook reviews. | 86% (Based on 56 reviews) | |
KPIs | Based on 40 HoneyBook reviews. Monitor KPIs such as time to process an invoice or erroneous payments | 88% (Based on 40 reviews) | |
Payment Tracking | Based on 64 HoneyBook reviews and verified by the G2 Product R&D team. Track different types of payment such as deposits or partial payments | 95% (Based on 64 reviews) |
Payment Processing
Credit Card Processing | As reported in 67 HoneyBook reviews. The ability to process credit card payments and receive approval or denial of funds from the customer's bank. | 88% (Based on 67 reviews) |
Administration
Reporting & Analytics | Reports and analytics created from payment data. 57 reviewers of HoneyBook have provided feedback on this feature. | 86% (Based on 57 reviews) | |
Processing Fees | As reported in 62 HoneyBook reviews. Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate. | 72% (Based on 62 reviews) | |
Omnichannel | Process payments from multiple channels such as ACH, mobile, or e-commerce. This feature was mentioned in 34 HoneyBook reviews. | 85% (Based on 34 reviews) | |
Levels 1 & 2 | Supports levels 1 and 2 for credit card payment processing. 36 reviewers of HoneyBook have provided feedback on this feature. | 86% (Based on 36 reviews) |
Payment Options
Multi-Currency | As reported in 30 HoneyBook reviews. Allows users to process payments in multiple currencies. | 87% (Based on 30 reviews) | |
Online payment portal | See feature definition | Provides an online portal where customers can make payments. This feature was mentioned in 70 HoneyBook reviews. | 91% (Based on 70 reviews) |
Security
POS Verification | Support cardholder verification methods for POS transactions. 43 reviewers of HoneyBook have provided feedback on this feature. | 88% (Based on 43 reviews) |
Bill Generation
Templates | Based on 66 HoneyBook reviews. Provide standard invoice templates that can be customized by users | 92% (Based on 66 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 67 HoneyBook reviews. | 94% (Based on 67 reviews) | |
Recurring Billing | Based on 62 HoneyBook reviews. Automatically generates invoices at pre-defined time intervals | 94% (Based on 62 reviews) |
Bill Processing
Batch Invoicing | Ability to create multiple types of invoices 45 reviewers of HoneyBook have provided feedback on this feature. | 90% (Based on 45 reviews) | |
Management | Based on 59 HoneyBook reviews. Manage invoicing for different types of products or services | 92% (Based on 59 reviews) |
Notifications
Confirmations & Reminders | Based on 33 HoneyBook reviews. Ability to send confirmation and reminder emails & texts | 95% (Based on 33 reviews) | |
Appointment Follow-Up | Based on 33 HoneyBook reviews. Ability to send automated follow-up emails/texts upon conclusion of appointment | 95% (Based on 33 reviews) | |
Scheduling Notifications | As reported in 33 HoneyBook reviews. Receive a notification whenever a customer schedules an appointment | 96% (Based on 33 reviews) |
Settings
Time Zone Detection | As reported in 30 HoneyBook reviews. Automatically detects the time zone of both parties to avoid booking mistakes | 91% (Based on 30 reviews) | |
Availability Settings | Ability to set preferred availability to ensure appointments are only booked during approved times 31 reviewers of HoneyBook have provided feedback on this feature. | 97% (Based on 31 reviews) |
Personalization
Branding | Personalize booking page with custom logos and colors to match branding 35 reviewers of HoneyBook have provided feedback on this feature. | 92% (Based on 35 reviews) | |
Links | Based on 31 HoneyBook reviews. Personalize a booking link to share with customers | 96% (Based on 31 reviews) |
Integrations
Website Integration | As reported in 30 HoneyBook reviews. Provides the ability to be embedded into websites | 91% (Based on 30 reviews) | |
Video Conferencing | Integrates with video conferencing tools to allow for virtual appointments 22 reviewers of HoneyBook have provided feedback on this feature. | 91% (Based on 22 reviews) | |
Communication | As reported in 29 HoneyBook reviews. Integrates with SMS providers or instant messaging platforms to communicate directly with customers | 90% (Based on 29 reviews) |
Customization
Custom Fields | Based on 40 HoneyBook reviews. Allows users to add custom fields to forms that aren't already on the templates | 91% (Based on 40 reviews) | |
Multi-page Forms | As reported in 33 HoneyBook reviews. Allows users to create forms with more than one page | 94% (Based on 33 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 39 HoneyBook reviews. | 91% (Based on 39 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 37 reviewers of HoneyBook have provided feedback on this feature. | 92% (Based on 37 reviews) | |
Offline Capability | Can used without an internet connection This feature was mentioned in 22 HoneyBook reviews. | 77% (Based on 22 reviews) | |
Notifications | Based on 34 HoneyBook reviews. Sends notifications when a completed form is recieved | 95% (Based on 34 reviews) | |
Payments | Contains integrations with payment processors, enabling users to accept payments through forms This feature was mentioned in 35 HoneyBook reviews. | 91% (Based on 35 reviews) | |
Mobile Forms | As reported in 35 HoneyBook reviews. Allows users to build, distribute and access forms from a mobile device | 92% (Based on 35 reviews) |
