Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).
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
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
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
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?
Does this service offer multi-user capability (e.g. teams)?
Yes.
Who are the main user groups of this service?
Mid-sized businesses across different industries
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
Yes.
Does this service integrate with any other apps?
Yes.
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:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
7.04k
Vendor Information
Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.34k
Other
Who uses Insightly
Startups
SMEs
Agencies
Enterprises
Desktop Platforms:
Web App
Windows
Macintosh
Mobile Platforms:
iOS
Android
Languages:
English, Italian, German, French, Spanish, Portuguese, Chinese
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