HoneyBook vs Freshsales

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Our analysts compared HoneyBook vs Freshsales based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes.

HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. With plans starting at $11.20 per month (billed annually), HoneyBook provides a cost-effective solution for small businesses seeking to enhance their client management capabilities. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners.

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Freshsales is a cloud solution suitable for small and medium businesses across different industry verticals. Being one of the sales management and customer engagement offerings from Freshworks, it provides comprehensive features for managing leads and deals. Capabilities include a chronological timeline view of customer journey, AI-based lead scoring, built-in one-click phone, and native mobile apps for Android and iOS devices.
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$11.20 Monthly
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$9/User, Monthly, Freemium
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Improved Productivity: Leverage automation to enhance productivity using custom workflows. Automate emails, tasks and other manual tasks to save time and resources. 
  • Streamlined Invoicing: Create invoices easily and quickly using templates or recently sent ones, fetch information, accept payments on a scheduled or recurring basis and automate discounts and tax calculations. 
  • Smooth Payments: Ensure safe and secure transactions by enabling clients to pay from any device, allowing auto-pay for the future and accepting payments through credit or debit cards and bank transfers. Send automatic payment reminders, receive direct deposits to funds, track payments, manage clients and transactions, and ensure steady cash flow through instant deposits, 24/7. 
  • Customized Workflows: Modify workflows to fit business needs by sending emails and files, creating tasks and getting reminders for due or to-approve tasks. Send stuff to clients either automatically or set for approval. Receive triggers based on client behaviors, dates and other criteria. 
  • Personalized Communications: Reach out to each client with individualized messages. Respond to queries automatically, follow up with marketing materials, link scheduling and questionnaires, and offboard clients with surveys, review requests or simple thank you messages. Access and view communications easily, and never miss out on inquiries or messages. 
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  • Detailed Pipeline Data: Access detailed sales pipeline information by tracking multiple deals where different products are sold. Create up to ten custom pipelines, with the option to import pipelines from other CRMs. 
  • Personalized Responses: Establish a personal connection with customers with customized voicemail messages. Either type messages that are converted to audio or record and upload the voicemail messages directly to the platform. 
  • Free Version: Includes 24x5 email, chat, and phone support, and access to deals, accounts, leads, mobile apps and contacts. Available forever for unlimited users, and especially beneficial for small businesses. 
  • Part of the Freshworks Product Suite: Enhance capabilities and promote seamless data flow across multiple apps by integrating Freshsales with other Freshworks products. Tools include marketing automation, help desk, chat, project management, phone system and collaboration to achieve a fully unified software suite. 
  • Accurate Phone Activity Reports: Track the actual number of outgoing calls made by each sales rep across a specific period by generating shareable charts and tables. 
  • Real-Time Visitor Activities: Monitor website visitors’ activities in real time by using Javascript, PHP, Ruby, Java and Python libraries. 
  • Multi-Language Support: Offers 34 languages, including Arabic, Latvian, Romanian, Indonesian, English, Vietnamese and more. 
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  • Online Contracts: Create secure online contracts from scratch or customize pre-built templates by adding legal language and brand-specific format and style. 
    •  Auto-fill contracts with locations, dates, names and more using smart fields. 
    •  Make it easy for clients to sign by highlighting where to sign and allowing all-device access. 
    •  Get legally binding e-signatures and initials on documents, trigger follow-up tasks and get real-time notifications once a client signs. 
  • Small Business Modules: Handles the unique needs of a small business or freelance operation. Customize the interface to incorporate branding. 
    • Invoice: Ensure easy and secure digital payments, access a bank of auto-saved items and create payment schedules and reminders. 
    • Scheduling: Share meeting links, get bookings and send reminders and confirmations. 
    • Proposals: Access contracts, invoices and payments from a single platform. Ensure a quick step-by-step booking process for clients. 
  • Integrations: Access seamless integrations with Gmail, Google Calendar, Zoom, Zapier and QuickBooks, along with any existing tools currently used. 
  • Automation: Automate the most frequently recurring processes and reuse them strategically. Create dynamic, customizable files while adding brand elements. Assign leads to specific staff based on their interest. 
  • Project Management: Organize invoices, contracts and other vital files in a central repository to ensure easy access for team members and clients. 
  • Mobile: Available on Android and iOS, ensures ease of access from anywhere, anytime. Mobile responsive designs provide user-friendly navigation. 
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  • Smartforms: Automatically create new leads after visitors sign up on a web form, providing data from social media profiles, photos and activities on the website. 
  • 360-Degree Customer View: Access customers’ social profiles, products bought, website, interactions and appointments from a single screen. 
  • Velocity Reports: View the time required to convert qualified leads into customers and understand the stages in which sales reps are stuck. 
  • Revenue Analytics: Identify star performers, successful campaigns and leading territories using detailed revenue metrics.  
  • Push Notifications: Push notifications are sent whenever a new lead, task or deal is assigned to users and also offer reminders of upcoming meetings. 
  • Custom Reports: Track sales managers’ performance and sales figures using custom reports with tables and charts. Schedule reports to be delivered on a given date. 
  • Auto Profile Enrichment: Automatically enriches leads, contacts and accounts with their social and publicly listed information such as photos, company details and social profiles.  
  • Email Tracking: Real-time notifications on email opens and clicks facilitate prompt responses and optimize marketing efforts. 
  • Deal Status: Understand deal status in a better way by tracking deal value and the number of deals under review. 
  • Visual Sales Pipeline: Locate deals across stages and get a better view of the pipeline by sorting and filtering. 
  • Third-Party Integrations: The Marketplace provides third-party apps that can be integrated with Freshsales. Connect with Google Sheets, MailChimp and more via Zapier. 
  • Mobile App: With Android and iOS apps, record voice notes, move leads through pipeline stages, check in to meetings, view calendar, log calls and receive notifications. 
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Product Ranking

#63

among all
CRM Software

#8

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 71 96 100 56 100 79 100 0 79 100 54 82 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 556 reviews
Excellent User Sentiment 1954 reviews
96%
of users recommend this product

HoneyBook has a 'excellent' User Satisfaction Rating of 96% when considering 556 user reviews from 2 recognized software review sites.

93%
of users recommend this product

Freshsales has a 'excellent' User Satisfaction Rating of 93% when considering 1954 user reviews from 6 recognized software review sites.

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5.0 (19)
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4.7 (792)
4.84 (529)
4.55 (535)
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4.7 (102)
4.35 (27)
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Awards

HoneyBook stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

SelectHub research analysts have evaluated Freshsales and concluded it earns best-in-class honors for Lead Management and Opportunity Management. Freshsales stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Lead Management Award
Opportunity Management Award

Synopsis of User Ratings and Reviews

Streamlined Client Onboarding: HoneyBook provides tools like online contracts and invoices, which can simplify the process of bringing on new clients and getting them set up to work with you.
Project Management Features: HoneyBook helps you stay organized by allowing you to manage projects, track tasks, and communicate with clients all in one place.
Payment Processing: HoneyBook allows you to accept payments from clients directly through the platform, which can save you time and hassle.
Automation Capabilities: HoneyBook offers automation features that can help you save time on repetitive tasks, such as sending follow-up emails or scheduling appointments.
Client Communication Tools: HoneyBook provides a centralized location for all client communication, making it easy to keep track of conversations and ensure that everyone is on the same page.
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Ease of Use: 97% of reviews talking about usability noted the system is user-friendly.
Interface: The user interface is simple, fast and can be navigated easily, as observed by 96% of reviewers who mention this feature.
Lead Management: According to 90% of users who talk about this feature, it helps generate, track, upload, convert, research and organize leads effectively.
Contact Management: The system helps store client information efficiently and find data quickly, as reported by 94% of users who reference this feature.
Configuration: 80% of reviewers who mention configuration asserted the system is easy and quick to set up.
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Limited Customization: Users express frustration with the platform's rigidity, particularly in areas like invoice customization and workflow automation. The available options often fall short of accommodating diverse business needs, leading to workarounds and inefficiencies.
Mobile App Shortcomings: The mobile app receives criticism for its limited functionality and clunky interface. Users find it cumbersome to perform tasks efficiently on mobile devices, hindering on-the-go productivity.
Learning Curve and Complexity: Navigating the platform's features and interface can be challenging for new users. The learning curve can be steep, requiring significant time investment to master the system effectively.
Customer Support Concerns: Some users report difficulties in obtaining timely and effective support from HoneyBook's customer service team. Delays in response and resolution times can impact user experience and business operations.
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Price: Although a free plan is available, it doesn’t include a lot of options, and adding advanced features gets expensive, according to 65% of reviews referencing cost.
Technical Glitches: Every user who talks about this aspect observed there are quite a few technical issues with APIs, migration and more.
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Looking for the bee's knees of client management software? HoneyBook might just be the sweet spot for your small business needs. User reviews from the past year highlight its user-friendly interface as a major draw, making it a breeze for even tech novices to navigate the platform and get up and running quickly. HoneyBook also offers a comprehensive suite of features, including project management, invoicing, and contract creation, all bundled into one convenient package. This eliminates the need for juggling multiple software subscriptions, saving you time and money. Plus, HoneyBook plays well with others, integrating seamlessly with popular tools like QuickBooks and Google Calendar, further streamlining your workflow. However, no software is without its imperfections. Some users have noted that HoneyBook's reporting capabilities are somewhat limited, lacking the depth and customization options found in more robust CRM platforms like Salesforce. Additionally, while HoneyBook offers a range of templates for invoices, contracts, and proposals, the design customization options can feel restrictive for businesses with specific branding requirements. Despite these minor drawbacks, HoneyBook's ease of use, affordability, and comprehensive features make it a top contender for solopreneurs and small businesses, especially those in creative fields like photography, event planning, and design. HoneyBook's client-centric approach, with features like online booking, automated workflows, and integrated payments, allows you to focus on what you do best – serving your clients and growing your business – without getting bogged down in administrative tasks. So, if you're a small business owner looking for a user-friendly, all-in-one solution to manage your client relationships, HoneyBook is definitely worth considering. Just keep in mind that the software landscape is constantly evolving, so it's always a good idea to check for the latest updates and offerings before making a decision.

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Suitable for SMBs, Freshsales provides easy-to-use tools for sales management, customer engagement and lead management. Its hassle-free configurations and intuitive interface are some standout features noted by reviews. Users also appreciate its ability to manage customer information efficiently and its broad lead management capabilities. However, the free plan doesn’t include useful features, adding advanced features gets costly and there are some technical issues that hinder usability. While integrations with other Freshworks products and Zapier are helpful, important third-party integrations such as LinkedIn and Hubspot are missing. Overall, it has a lot to offer and can be a good choice for smaller operations.

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