When you’re searching for a CRM for your small business, you might have come across HoneyBook as a popular option.
The key functionality that small businesses are typically looking for in a CRM is the automation of repetitive tasks. That can include taking online payments, simple scheduling, and easy client management and communication.
Ultimately, you want a tool that is simple and easy for your clients to interact with, while making you look as professional as possible.
HoneyBook is one of many apps out there that tries to do this. We’ll be going over a few alternatives in this article.
Here are some of the key features to look for when evaluating the different HoneyBook alternatives:
- Workflow automation
- Client customer service
- Payment gateways
6 Best HoneyBook alternatives that can provide the same (or sometimes more) value, and their price points.
A client management software designed for businesses of one. Similar to HoneyBook because it streamlines scheduling, contracts, forms, and more. Different from HoneyBook in that the design is more client-focused.
- In-depth client records (like a medical record) to house all documentation and client activity.
- A chat-like client portal that has voice memo functionality.
- Simple, customizable automations.
- Mobile apps (iOS, Android) and Web apps for you and your clients.
- The best customer service around town. Seriously, people even write reviews about it.
- Currently only integrates with Google Calendar, Gmail, Zoom, Google Meet and Stripe.
- Unlimited clients at $35/month and $300/year, after your 7 day free trial.
Dubsado is similar to HoneyBook in that it’s a more project-based CRM. Their customer base consists of freelancers, doulas and virtual assistants.
- It has pretty robust automations.
- It is free for up to 3 clients.
- You can add multiple brands under the same account for an additional monthly fee ($10) and additional team members for an extra fee as well.
- Built-in time tracking.
- The client portal isn’t very robust.
- The platform is designed around “projects” instead of “clients”.
- Only designed for web.
- Starter plan: $20/month or $200/year.
- Premium plan: $40/month or $400/year.
We did a deeper dive into comparing Dubsado vs. HoneyBook.
Paperbell is a CRM specifically designed for coaches. It has a robust set of features that can support coaches whether they offer 1:1 coaching, group coaching or they’re selling coaching related e-books.
- It’s free for your first client.
- You can create a digital storefront for any digital downloads (e-books).
- Design is very bare bones.
- Automations are limited to your initial client onboarding.
- Only built for web, no apps for you or your clients.
- Some features are specifically designed for coaches and not applicable to other professionals.
- $50/month or $480/year.
More of a content distribution platform for healthcare providers than a CRM, Quenza can be an option to those who care more about delivering a structured program rather than streamlining administrative tasks.
- Really robust questionnaire templates and builder.
- Ability to create a curriculum or a series of content and activities for your clients.
- Multi-language (client app is available in 16 different languages).
- HIPAA compliant.
- Doesn’t handle billing or scheduling.
- Doesn’t have many common integrations.
- $49-$149/month or $490-$1490/year.
Bonsai is another all-in-one solution for small business owners. They offer administrative features like invoicing, light project management (task tracking), and contracts — with more robust features on the accounting and tax side.
- Automatic expense tracking, income reporting and estimated tax planning for an additional $10/month.
- Can use Zapier to connect other platforms.
- No client portal for your clients to see all of their stuff and communicate with you.
- No scheduling function.
- No free trial or free account.
- $24-$79/month or $204-$624/year.
Podia is an all-in-one platform that is designed for those who have a focus on community and online courses
- Ability to customize course content delivery, quizzes and “pre-sell” courses.
- Sell one-off downloads like e-books, with the ability to easy create lead magnets as a marketing effort.
- Control and build your own community, less reliance on Facebook Groups.
- Light email marketing and marketing automation.
- Not a traditional CRM where you can keep detailed notes on your clients.
- No native scheduling, you would have to get a third party scheduler to integrate.
- $39-$199/month or $396-$1992/year.
As you can see, there are a lot of options out there solving similar needs in slight different ways. Whichever client management software you end up going with, we hope this has been educational and helpful.
If you have any questions at all about Practice, feel free to send our team an email at email@example.com and we’d be happy to help you out.