HoneyBook vs. Salesflare

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

Salesflare is recommendable for any business that runs a lean sales setup with a website for lead generation, empowered with maybe cold outreach and/or lead nurturing. Mostly so for small-to-medium sized businesses: they can save a ton of time/money generating more revenue with their human sales efforts, while Salesflare does the rest of the job.

• 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

• Workflows are easy to create and very effective for bulk messaging.
• I like the email templates that I can set up and re-use - very convenient!
• The phone app is good - I can access a contact right from my phone and call them. When I make a call, it automatically opens a note for me to create a time-stamped record of the call.
• I also like that fact that I can add customized contact and account fields. This is a big help in allowing me to do pretty precise "sorts".

• 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

• Salesflare automatically captures and organises data about leads so it can effectively surface the ones that require your attention. It also provides you with the tools to do just that. What it doesn't cover as much right now is feeding top of the funnel: I would for example happily pay extra to have a website visitor identification functionality into the mix.

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 pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.

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

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!

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

The learning curve and ease of use are virtually non-existent, and the interface is straightforward. Other products we've tried or evaluated have been too complicated and customizable. It's easy to start using Salesflare right away. Salesflare can be thought of as a better Pipedrive. With the same easy-to-use, low-barrier approach to getting started, it ups the ante when dealing with data, enriching and automating it.

• 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

• I save dozens of hours each month managing new clients and leads, Salesflare easily pays for itself each month
• Between the great mobile app and integration with Gsuite, Salesflare is the perfect CRM for the mobile user. I no longer feel chained to a desktop to manage my leads.
• I used to have a Love-Hate relationship with CRMs but now actually enjoy using a CRM since using Salesflare and feel like I actually realize the value of using a CRM.

Incentivized