Why I chose Honeybook as my CRM

why I chose Honeybook as my CRM

Honeybook has made a huge impact on my business over the past couple of years! I had not previously used a customer relationship management tool, but had gone through all the “normal” channels — hard copies, scanned copies, pdfs, built-in forms on my website, etc. I always struggled with the problem of having a signed contract, but not having a way to connect it with invoicing directly as a retainer or deposit.

Enter Honeybook. I researched the platform for a while, and loved the idea of having everything in one place — securely — for my clients to inquire with me, book, and pay. There’s more to it than that too that I didn’t originally know about — task keepers, questionnaires, brochures, standalone invoices, calendars, a mobile app, and so much more.

honeybook+home+screen+at+a+glance

Here’s what I love most though — the time I have gotten back. It used to take me an hour to compile all the paperwork and send to a couple when they book a wedding. Now I can send everything within 5 minutes, and have it booked and done. No longer am I having to make copies and figure up payment dates, and send separate invoices. It’s all there and (mostly) automatic.

honeybook project files list

So what’s the one thing that sets Honeybook apart from other CRMs? Full account setup. A little louder for the people in the back — FULL ACCOUNT SETUP! That means you send your contracts, questionnaires and brochures to the Honeybook Concierge, and they do all the initial legwork for you!! I think so many people avoid switching platforms for signing up in the first place because the idea of setting everything up is daunting, which makes HB a no-brainer. AND, if you are already set up on another platform, Honeybook will transfer your existing projects for you so you don’t have the dreaded time lapse and can carry on as normal without interruption.

package collection options to auto-populate in Honeybook

I really enjoy having all communication in one place too — if a client replies to me, I can reply through Honeybook (using the “activity” tab), or I can simply reply directly through my Gmail account, and Honeybook keeps everything together in one thread no matter how I reply. This makes is a cinch to go back and check emails from clients. And how does that initial activity thread get started? Usually it’s through the contact page on my website where I’ve installed Honeybook’s code.

payment schedules with auto-pay in Honeybook

Still unsure? That’s ok! Honeybook has a 60-day money back guarantee and no credit card required to do a trial. They also offer new member trainings, and there are people like me all over the country who are Honeybook Educators and happy to answer your questions. I’ve also offered in-person training meetings in the past, and would happy to do that again in the future with enough interest. To me, Honeybook is definitely worth the investment and has solved a lot of headaches for me. I hope that you’ll find it useful and will feel the same way! <3

Honeybook makes client questionnaires easy and fast

Photos of me in this post by my friend Kristin Darling! This post contains affiliate links. Thank you for supporting my business!