Compare PlayBook CRM vs HoneyBook

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About PlayBook CRM

With operations and intelligence from Marketing to Renewals, PlayBook is designed as a centralised revenue lifecycle management system for all the revenue generating teams in the organisation.

The old school "switching between multiple platforms" to figure out your company's growth is a thing of the past. PlayBook brings in a rad approach to the traditional Sales and Customer Success processes by introducing a view where reps no longer haggle between tasks but focus on objectives to ensure productivity and output.

Coming soon - Create your own playbook for CXOs and VPs can define plays for their reps - from SDRs to CSMs to minimise dependencies on operational support while they focus on growth.

PlayBook works exceptionally well for Startups and SMEs.

Our Support - Phone/Email/Chat and FAQs (coming soon)

About HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant.

Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • SaaS Revenue Lifecycle Management

  • Toggling between multiple platforms is a thing of the past

  • Inbuilt CRM for - Marketing, Inside Sales, Sales, Customer Success, Renewals

  • Inbox View to maintain objectivity and productivity across tasks and deaks

  • Coming Soon - Create your own playbook for CXOs and VPs to guide their reps through operational work

  • Support - Call/Email/Chat and FAQs (coming soon)

  • PlayBook works exceptional well for Startups and SMEs

Summary

  • Business Software for Creative Entrepreneurs

  • Freedom to Do More of What You Love

  • Smart Proposals to Book Faster

  • Templates: Create Once. Use Forever.

  • Workflows: Set Your Busywork on Autopilot

  • Built for creative entrepreneurs, HoneyBook is an all-in-one platform that streamlines and automates your business with the tools you need to be flexible and free.

  • HoneyBook helps you serve up your ideal client experience. Every touchpoint is stamped with your brand. Every step of the booking process is seamless.

  • Get your time back, so you can create more and stress less. From invoices that get you paid fast to contracts that create themselves, HoneyBook has everything you need to set your busywork on autopilot.

  • Get up and running within days. Just send us your pricing/services, contracts and questionnaires you use the most, and our concierge team will turn these into re-usable, time-saving HoneyBook templates. We'll also migrate up to 10 of your current projects from whatever system you use now, so there's no break in your flow.

Pricing

Tribe

$100.00
upto 5 users/month
Included in plan:
  • CRM
  • Team Targets
  • User Targets
  • Dashboards
  • Email Support

Kingdom

$150.00
upto 10 users/month
Included in plan:
  • All Tribe Features
  • Setup Guidance
  • Email Support

Empire

$250.00
upto 25 users/month
Included in plan:
  • All Kingdom Features
  • Assisted Setup
  • Email/Call/Chat Support

Pricing

7 Day Free Trial

Free
Included in plan:
  • Access to all of our features - totally free. No credit card required

Starter Plan - Monthly

$19.00
1 user(s) / month
Included in plan:
  • Unlimited clients and transactions
  • Invoices and Payments
  • Proposals and Contracts
  • All professional templates
  • Calendar
  • Client portal
  • Basic reports

Essentials Plan

$39.00
2 user(s) / month
Included in plan:
  • Scheduler
  • Automations
  • QuickBooks Online Integration
  • Up to 2 team members
  • Expense management
  • Profit and loss
  • Remove "Powered by HoneyBook"

Premium Plan

$79.00
unlimited user(s) / month
Included in plan:
  • Unlimited team members
  • Priority support
  • Multiple companies
  • Dedicated account manager
  • Advanced reports

FAQs

    What are some applications this service is commonly used in tandem with?
  • The output from PlayBook CRM can be used in accounting. Our CRM can help maintain customer management information in Tandem with Customer Success/Engagement Softwares.

  • Does this service integrate with any other apps?
  • GSuite

  • Who are the main user groups of this service?
  • SaaS companies <100 employees and <30 users

  • What is this service generally used for?
  • It can be used as a CRM for revenue generating/contributing teams - Marketing/Inside Sales/Sales/Customer Success/Renewals.

    Revenue Management and Target Setting for CXOs and VPs

    Company Health check for CEOs

  • Does this service offer an API?
  • Yes, we can build APIs on demand

  • What platforms does this service support?
  • It's a cloud based software and works on multiple browsers such as Chrome, Firefox, Safari etc.

    Coming soon - iOs and Android mobile apps

  • Does this service offer guides, tutorials and or customer support?
  • Yes, both video and infographics coming soon

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. We have 5 teams - Marketing, Inside Sales, Sales, Customer Success, Renewals

FAQs

    What is this service generally used for?
  • HoneyBook offers easy-to-use features that help small business owners run their business more efficiently and seamlessly manage clients from first inquiry to final payment. Learn more about our HoneyBook features
    Core features include:

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we offer support via a live chat, through email, webinars, live demos, and online video tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • You can add another member in the Essentials Plan, and add unlimited team members on the Premium Plan!

  • Who are the main user groups of this service?
  • A variety of small businesses have found HoneyBook helpful for booking clients, staying organized, and streamlining their business. Some of our most popular types of users include: graphic designers, djs, photographers, business coaches, web designers, consultants, interior designers, videographers, calligraphers, business coaches, health & wellness professionals, doulas, caterers, event planners, copywriters, bakers, florists, travel professionals and more.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
6

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.34k

Other

Who uses PlayBook CRM
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses HoneyBook
  • Freelance
  • Startups
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada

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