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Like Pope Leo, Bishop Ronald Hicks is an Illinois native with deep experience in Latin America.

HoneyBook is a comprehensive client management platform that helps small businesses streamline their operations. It combines the functionality of a CRM with invoicing, contract management, scheduling, and more into one easy-to-use package.

The CRM platform is designed to handle the full client lifecycle, from initial contact through project completion and payment. You can manage all client communication, share files and proposals, get contracts signed, send invoices, and collect payments without leaving HoneyBook.

Where this CRM really shines is its powerful automation features. You can set up customized workflows to automatically move projects forward, send reminders, and follow up with clients. This allows small teams to operate efficiently and stay on top of all their client relationships.

HoneyBook CRM core capabilities

(Image credit: HoneyBook)

HoneyBook is an accounting tool with a basic CRM, designed to enhance business operations for small businesses and solo entrepreneurs. It offers essential CRM functions like contact management, an intuitive sales pipeline, and automated workflows to reduce manual tasks.

HoneyBook also offers user-friendly contact forms, which effortlessly capture lead information and create new contacts and projects in your pipeline. Plus, it provides tools for important administrative tasks such as invoicing, contracts, and scheduling.

Its interactive smart files let you combine actions like service selection, contracts, and invoicing for a smooth client experience. Automated payment reminders help ensure timely payments. You can create professional invoices, set custom payment plans, and collect payments online through credit card or bank transfer—all within HoneyBook.

Legally vetted contract templates are customizable with project details, pricing, and e-signature options. Scheduling is managed through a personalized client portal that syncs with your Google or iCloud calendar, preventing double-bookings. All client communications are organized within the relevant project for easy reference.

While not as advanced as specialized solutions, HoneyBook offers basic tools for tracking performance insights. You can monitor key metrics like conversion rates, project value, and payment status. However, I hope that future updates will enhance the reporting functionality with more CRM-specific KPIs.

But, HoneyBook focuses primarily on client projects. It lacks traditional CRM features such as lead scoring, opportunity tracking, territory management, or sales forecasting. However, for service-based businesses, HoneyBook's workflow is ideal for managing client engagements from start to finish.

I’m also impressed by HoneyBook's mobile apps for iOS and Android, which provide full functionality for working on the go. You can send invoices, receive payments, and manage projects from anywhere. Desktop users will benefit from Gmail and Calendly integrations.

How easy is HoneyBook CRM to use?

(Image credit: HoneyBook)

HoneyBook provides an intuitive and user-friendly interface that makes it easy to get up and running quickly, even for those without prior experience using a CRM. The clean, modern design is simple to navigate, with features logically organized in the left sidebar and settings accessible from the top menu.

To help new users get started, HoneyBook offers a helpful 30-minute Quick Start onboarding session that covers the key areas to focus on for setting up your account. There are also on-demand video courses available with over 50 step-by-step lessons.

I really like how the drag-and-drop pipeline tool makes it a breeze to customize your sales stages and client flow. You can easily create custom contact fields, email templates, questionnaires and contracts to streamline your processes. The visual pipeline view provides a great snapshot of where each lead/client is at.

HoneyBook also provides strong accessibility options, including a high contrast mode and the ability to navigate most of the interface using just a keyboard. The forms and client portal are mobile-responsive and look great on smaller screens.

While the breadth of features may seem overwhelming at first, most users report feeling comfortable with the core functionality after just a few hours of exploring and watching tutorials. The average time to get fully up and running seems to be around 2-4 weeks, factoring in time to thoughtfully configure your account, import data, and test your workflows.

Overall, HoneyBook is one of the most user-friendly CRM options I've come across for small businesses and freelancers. The modern design, strong customization options, and well-produced help resources make it accessible to a wide range of tech comfort levels. While it may take a few weeks to fully optimize your account, the core features can be learned in a matter of days, enabling you to start seeing the benefits quickly.

HoneyBook CRM integrations

When it comes to integrations, HoneyBook offers a solid set of capabilities that allow it to connect with the other tools small businesses rely on.

The CRM provides several pre-built integrations out of the box, including ones for QuickBooks accounting, Gmail for email, Calendly for scheduling, Facebook, and the popular automation platform Zapier. These native integrations make it easy to sync data and automate workflows between HoneyBook and these key external systems.

For custom integrations, HoneyBook also provides a full-fledged API. Developers can use the API to build integrations that allow reading and writing data between HoneyBook and virtually any other application. The company provides comprehensive API documentation and code samples to help with the integration process.

In testing out some of HoneyBook's built-in integrations, I found the data syncing between apps to be fast and reliable overall. Connecting a new app is also a straightforward process from the integrations settings page.

One potential downside is that, while HoneyBook offers a Zapier integration, it does not appear to directly integrate with some other popular iPaaS (Integration Platform as a Service) vendors like Make. However, Zapier alone enables support for thousands of integrations.

HoneyBook also provides some nice features to make managing integrations easier for non-technical users. The ability to retrieve your API key and manage 3rd-party app connections from the integrations dashboard is convenient.

Overall, HoneyBook covers the bases well in terms of supporting integrations. The combination of key direct app integrations, Zapier support, and a full API provides ample options for connecting data and workflows with external tools. While a few more iPaaS integrations would be nice to see, HoneyBook still offers solid capabilities for most small business integration needs.

How good is HoneyBook CRM support?

When it comes to customer support, HoneyBook has received mixed reviews.

The company offers live chat and email support channels, but does not provide phone support, which some customers find frustrating. Response times can vary, with some users reporting prompt and helpful replies while others have experienced delays of hours or even days to hear back, especially on weekends.

On the plus side, many users praise the friendliness and attentiveness of HoneyBook's support team when they are able to connect. The live chat tends to be the quickest way to get answers. I also found out that HoneyBook provides a fairly robust library of self-service resources, including a searchable knowledge base, tutorials, and webinars to help users troubleshoot issues on their own.

However, the quality and consistency of live support seem to be hit or miss. In my research, I came across a number of complaints about "pass-the-buck" responses and difficulty getting timely help with urgent problems. One reviewer even called it the "worst customer experience ever." Yet others rave about how HoneyBook's excellent support has made their lives easier.

Overall, HoneyBook appears to be working to provide solid customer service, with a capable and caring support staff. But the lack of live phone support and inconsistent response times are definite drawbacks compared to some other CRMs. The company could improve by expanding real-time support options and ensuring more reliable follow-up.

For many satisfied HoneyBook users, the support is good enough, and the product's benefits outweigh any frustrations. But if reliable and always-available customer service is a top priority for your business, it's worth carefully evaluating the support limitations before committing to the platform.

HoneyBook CRM pricing and plans

Plan

Starter

Essentials

Premium

Price

$19/user/month

$39/user/month

$79/user/month

Best For

New businesses, low client volume

Growing businesses, increased efficiency

Established businesses, advanced needs

Features

Unlimited clients/projects

Invoicing and payments

Basic reporting

All features from Starter plan

Automations

Scheduling tool

All features from Essentials plan

Priority support

Advanced reporting

Limitations

No automations or scheduling tool

Limited reporting capabilities

May be costly for very small businesses

HoneyBook offers three main pricing plans to fit the needs and budget of different types of businesses. The Starter plan at $16 per month, billed annually, provides the core CRM features like unlimited clients and projects, invoicing, contracts, and a client portal. This is a great entry-level option for solopreneurs just getting started with a CRM system.

For growing businesses that need more advanced features, the Essentials plan at $32 per month (billed annually) adds a lot of valuable capabilities. Automated workflows, scheduling, QuickBooks integration, and support for up to 2 team members can really streamline operations. Plus you can remove HoneyBook branding and access more robust reporting.

Larger teams will appreciate the Premium plan at $66 per month annually. It supports unlimited team members for collaboration and includes priority support, the ability to manage multiple company accounts, an onboarding specialist, and advanced reporting features.

You can start with a 7-day free trial to test out if the platform is a good fit before committing. While this is still less than the industry standard, having a free trial at all is a welcome feature that new users will appreciate.

Across all plans, you'll pay less on a monthly basis by choosing annual billing, which effectively gets you two months free compared to the month-to-month prices. Keep in mind the listed prices don't include applicable sales tax. But overall, HoneyBook's pricing is very competitive and transparent, without a lot of confusing add-ons or upcharges that some other vendors tack on.

My take is that HoneyBook provides a lot of value for the cost, especially for small businesses and self-employed professionals looking for an intuitive all-in-one system to manage their clients and business. While it may lack some of the deeper customization of pricier CRMs, the thoughtful feature set and interface you get for the price make it a compelling option in my book.

HoneyBook CRM review: Final verdict

After thoroughly evaluating HoneyBook, I've found it to be an excellent all-in-one CRM solution for small service-based businesses, freelancers, and independent professionals. The platform shines in its ability to streamline the entire client lifecycle, from initial contact to invoicing and payment.

HoneyBook's intuitive interface and robust feature set make it accessible to entrepreneurs and small teams without extensive technical expertise. The visual sales pipeline, customizable contact forms, and automated workflows allow users to efficiently manage and track all of their projects and client communication in one centralized hub.

I'm particularly impressed with HoneyBook's seamless integration of invoicing, contracts, and scheduling tools alongside traditional CRM functionality. The ability to handle essential administrative tasks like securing signatures and collecting payments without leaving the platform is a major benefit for busy small business owners and freelancers.

While larger enterprises with complex sales cycles may require more advanced CRM capabilities, HoneyBook is perfectly suited for small service providers looking for an affordable, user-friendly system to nurture leads and manage client engagements from start to finish.

HoneyBook stands out as a versatile CRM platform designed specifically for creative entrepreneurs and small businesses. It excels in simplifying client management, automating workflows, and integrating essential business tools. While primarily focused on creative industries, its intuitive interface and continual improvements make it a valuable asset for most small businesses.

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Launched in 2013, Agile CRM is a comprehensive platform built for small and medium-sized businesses. By combining sales, marketing, and customer service into one integrated system, it aims to simplify operations and boost efficiency across various business processes.

When I first looked at Agile CRM, I was struck by its affordability and the range of features it offers. The CRM platform provides a free plan that supports up to 10 users, which is more generous than many of its competitors in the small business space.

However, as I dug deeper into Agile CRM's capabilities, I found that its user interface and overall user experience could be seriously improved. While the platform offers a lot of features, it's not always easy to find what you need, and the experience can feel a bit clunky compared to established CRMs.

Agile CRM core capabilities

(Image credit: Agile CRM )

Agile CRM offers a complete set of core capabilities that cover the essential functions of customer relationship management. I found the contact profiles to be quite detailed, allowing me to store and organize a wealth of information about customers and prospects. 360-degree contact views provide a holistic picture of each relationship, including communication history, deals, tasks, and more.

When you're managing leads, Agile CRM includes a lead scoring feature that automatically rates contacts based on their interactions and attributes, helping prioritize follow-ups. I appreciate the ability to create custom deal milestones and stages to match my specific sales process. The visual pipeline view makes it easy to drag and drop deals between stages and get a quick overview of the sales funnel.

I can easily see the value and probability of deals in each stage, which aids in forecasting. The system also allows for multiple pipelines to be created, which is useful for managing different products or sales processes.

Sales forecasting is adequate but not exceptional. Agile CRM's system provides basic revenue projections based on deal values and probabilities. However, I found the forecasting tools to be somewhat limited in the way they handle recurring revenue and deal probability. For small businesses with straightforward forecasting needs, it should suffice, but larger organizations may find it lacking.

Reporting in Agile CRM shows both strengths and weaknesses. The platform offers a good selection of pre-built reports covering sales, marketing, and service metrics. I also appreciate the ability to create custom reports and dashboards to track specific KPIs. However, the depth of data analysis and visualization options falls short of what some competitors offer.

Agile CRM's mobile app, available for both iOS and Android, provides a seamless experience for managing contacts, deals, and tasks on the go. I found the app to be responsive and well-designed, offering most of the core functionality of the desktop version. The ability to access and update CRM data from anywhere is very useful for field sales and remote work.

Unlike some CRM systems that treat marketing as an afterthought, Agile CRM offers robust tools for email marketing, landing page creation, and campaign management. I was impressed by the drag-and-drop campaign builder, which allows for the creation of multi-step marketing workflows. The system includes ticketing, knowledge base, and customer feedback tools, allowing businesses to manage customer support directly within the CRM.

But perhaps most interestingly, Agile CRM offers gamification features to motivate sales teams. While not a core CRM function, I found this to be an interesting addition that can help drive engagement and performance among sales reps. The system allows for the creation of contests and leaderboards based on various sales metrics.

How easy is Agile CRM to use?

(Image credit: Agile CRM)

Agile CRM balances functionality and simplicity, mainly targeting small businesses. I found the dashboard clean, intuitive, and minimalistic — which avoids overwhelming new users. There's a prominent left-side menu for quick access to contacts, deals, and marketing, pretty standard for a CRM.

A drag-and-drop interface makes navigation even easier. It's particularly impactful when using the marketing automation module, where creating multi-step workflows is made significantly easier through visual campaign builders.

But the learning curve for Agile CRM can vary depending on your familiarity with CRMs. There are lots of customization options, so you can tailor the interface to your specific needs. This includes the ability to create custom fields, modify layouts, and set up personalized dashboards with custom KPIs. But while these options enhance flexibility, they can also add complexity for users who are less technically inclined.

For accessibility, Agile CRM supports keyboard navigation and has readable font sizes. But, I didn't find any mentions of screen reader compatibility or advanced accessibility options in the documentation.

Onboarding and training resources are available, though they may not be as comprehensive as those offered by some larger providers. Agile CRM provides a knowledge base, video tutorials, and webinars to help users get started. However, I also found that the depth of these learning resources varies from one topic to another.

I like how Agile CRM aids in the learning process with context-sensitive help. As users navigate through different sections of the software, relevant help articles and tips are often displayed, providing guidance at the point of need. This can reduce the time spent searching for information, accelerating adoption.

Despite the positives, however, many users have reported that certain aspects of the software feel clunky or dated compared to more modern CRMs. Agile's attempt to pack a wide range of features into a single platform sometimes results in a less polished user experience.

Agile CRM integrations

Agile CRM offers solid integration capabilities, allowing users to connect the platform with a wide array of third-party applications and services. There are three ways you can do this: using pre-built connectors for various applications, through an iPaaS vendor like Zapier or Make, or by building custom integrations using the API.

Agile offers direct connections to popular business tools across various categories, including email services like Gmail and Office 365, social media platforms such as Twitter and LinkedIn, and ecommerce solutions like Shopify and WooCommerce. These are quick to set up and easy to modify.

Agile CRM integrates with web tracking and form integration tools, which is great for improving customer engagement. You can also plug into various telephony services, including Twilio and RingCentral.

For users requiring connections beyond the native integrations, Agile CRM provides support for multiple iPaaS vendors. Through Zapier, users can connect Agile CRM to over 1,000 more SaaS applications, enabling complex automation workflows across multiple platforms. Support is also available for Make (Integromat) and Webhooks.

Agile CRM also offers an open API, which provides developers the ability to create custom integrations to extend the platform's functionality. API documentation appears comprehensive, allowing for deep integration with external systems and powerful custom widgets within the interface.

During my testing, I found that data syncing with third-party platforms was mostly reliable. Agile CRM supports real-time and scheduled syncing options for most integrations, allowing users to choose the most appropriate method for their needs.

But while Agile CRM's integration features are generally strong, I did notice some limitations. The depth of integration can vary significantly between different connected apps. Some integrations offer solid two-way synchronization, while others may be more limited in scope.

How good is Agile CRM support?

Agile CRM provides a varied approach to customer support, combining live assistance with self-service options. Email support is clearly the main live support channel. Plus, there's a strong self-service resource ecosystem to help new users get acclimated to the CRM.

Email support system is fairly responsive, although response times can differ. In my research, I found that most users claim to receive initial replies within 24 hours, which is acceptable but not outstanding in the industry. More complex issues often take longer to resolve, sometimes requiring several days of communication.

Phone support is also available, even if not easily accessible. Usual support hours are 09:00 am to 05:00 pm EST, with additional scheduling options also available. But the real problem is the availability of agents, which can make it difficult to get urgent assistance.

Agile CRM makes up for limited live support options with a strong self-service ecosystem. The knowledge base is comprehensive and well-organized, covering topics from basic setup to advanced features. Articles are generally clear, often enhanced with screenshots or step-by-step guides.

In addition to the knowledge base, Agile CRM provides video tutorials and webinars. These resources are especially helpful for users who prefer interactive learning. The tutorials cover various platform aspects, from initial setup to advanced features, offering a solid foundation for new users and a reference for experienced ones.

A community forum enables users to engage with each other, share experiences, and offer solutions to common problems. While evaluating Agile CRM, I observed active participation from both users and staff on the forum, which seems to serve as a feedback channel and a support resource.

User testimonials about support quality are mixed. Some users commend the helpfulness and patience of support staff, especially for complex issues. However, other testimonials indicate inconsistencies in support quality, with some users frustrated by response times or the depth of assistance.

Agile CRM pricing and plans

Plan

Free

Starter

Regular

Enterprise

Price

$0/user/month

$8.99/user/month

$29.99/user/month

$47.99/user/month

Best For

Individuals or very small teams just getting started with a CRM.

Small businesses looking for an affordable all-in-one CRM solution.

Growing businesses that need advanced marketing automation and customer support features.

Large enterprises requiring unlimited contacts, custom reporting, and dedicated support.

Features

Basic contact management

Deal tracking

Email campaigns

2-way email integration

Marketing automation

Helpdesk

Custom deal tracks

Advanced automation workflows

Social media monitoring

Unlimited contacts

Custom reporting

Dedicated account rep

Limitations

Limited to 1,000 contacts and 1 campaign workflow.

Caps at 10,000 contacts and 5 campaign workflows.

Supports up to 50,000 contacts and 10 campaign workflows.

Higher price point may not be suitable for smaller businesses.

Agile CRM employs a tiered subscription-based pricing model, offering four distinct plans to cater to businesses of varying sizes and needs. The pricing structure is designed to scale with the growth of a company, starting with a free plan and progressing through increasingly feature-rich paid tiers.

At the entry-level, Agile provides a Free plan that supports up to 10 users and 1,000 contacts. This plan includes basic CRM features such as contact management, deal tracking, and limited marketing automation capabilities. While the free tier is generous compared to many competitors, I found that it primarily serves as an extended trial, allowing users to get a feel for the system before committing to a paid plan.

The Starter plan, priced at $8.99 a user per month, marks the beginning of the paid offerings. It increases the contact limit to 10,000 and introduces additional features like two-way email integration, custom deal milestones, and social monitoring. This plan provides good value for small businesses looking to expand their CRM capabilities beyond basic contact management.

Moving up the ladder, the Regular plan is priced at $29.99 per user per month with annual billing. This tier supports up to 50,000 contacts and includes more advanced features such as marketing automation, custom deal tracks, and mobile marketing. The plan seems to strike a balance between functionality and cost, making it suitable for growing small to medium-sized businesses.

At the top end, the Enterprise plan is offered at $47.99 per user per month with annual billing. This plan provides unlimited contacts and access to the full suite of Agile CRM features, including call recording, custom reporting, and role-based access control. While the Enterprise plan is the most expensive, it offers the most comprehensive set of tools for businesses with complex CRM needs.

There’s a significant discount offered for annual billing across all paid plans. The savings range from 33% to 40% compared to monthly billing, which could be a substantial incentive for businesses to commit to longer-term subscriptions. Agile CRM also offers volume discounts for businesses requiring a large number of user licenses, though the exact terms of these discounts are not publicly disclosed.

As for trials, Agile CRM provides a 14-day free trial of their paid plans, allowing users to test the full feature set before making a purchase decision. This trial period, combined with the free plan, gives potential customers ample opportunity to evaluate the system's fit for their business needs.

Agile CRM review: Final verdict

Agile CRM’s key strengths are its affordability and scalability. Its pricing model is designed to attract businesses at various stages of growth, with a generous free plan and competitive paid tiers. It’s also very feature-rich, with interesting additions like sales gamification and multi-step automation.

However, Agile has a dated interface that’s in serious need of an uplift. While the advanced features are nice to have, the clunkiness involved in their execution makes them less loved by most users. Still, it’s easy enough to use, with some accessibility features thrown in for good measure. I’d have loved to see more live support options, though, especially given the outdated nature of the UX.

Overall, I recommend Agile CRM for small to medium-sized businesses looking for an affordable CRM with a ton of features. It’s not the most intuitive, but it's still easy enough to use. With the amount of training resources available, user adoption shouldn’t be a major issue.

Agile CRM is a feature-rich all-in-one CRM solution that caters to the needs of small and medium-sized businesses. With its affordable pricing plans and a wide range of tools for sales, marketing, and customer service, it provides good value for money. But the lack of consistent support, combined with a dated interface, hampers usability. There are competitors who do all of this with better execution, but not necessarily at a cheaper price point.

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