HoneyBook vs OnePageCRM

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Our analysts compared HoneyBook vs OnePageCRM 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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OnePageCRM provides cloud-based customer relationship management (CRM) software designed to streamline sales, marketing, and customer service operations. Its user-friendly interface and affordability make it a popular choice among small businesses and startups seeking efficient CRM solutions. Key benefits include ease of use, cost-effectiveness, and a comprehensive suite of features such as contact management, lead tracking, opportunity management, email marketing, and reporting tools. Users appreciate its intuitive design and focus on action-oriented sales processes.

Built on Getting Things Done productivity principles, and focused on small businesses, it allows users to streamline sales workflows, convert more prospects, achieve sales targets, build better customer relationships and grow their business.

Pricing for OnePageCRM typically falls within a moderate range for CRM software, often billed on a per-user, per-month basis. While some users find alternative CRM solutions offer more extensive customization or industry-specific features, OnePageCRM remains a compelling option for businesses prioritizing simplicity and value.

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$11.20 Monthly
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$9.95/User, Monthly
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Tailored to your specific needs
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
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Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

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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  • Next ActionTM Philosophy:  OnePageCRM is built on the Next ActionTM Philosophy, meaning each contact is assigned follow-up actions so that the leads are actively engaged, and users can work to their maximum efficiency in a highly productive action-oriented manner. 
  • Data Backup and Security:  This cloud-hosted software suite ensures that all user data is encrypted and secured with advanced firewalls. It also helps users with data backup stored in remote servers in case of disaster recovery. 
  • Reliable Customer Support:  With 24/7 support staff spread across three countries, users can expect quick resolutions to their queries and concerns. 
  • Mobile Apps:  Android and iOS apps let users work on-the-go and never miss an update or deadline. 
  • Integrations:  With over 20 pre-built integrations and an open API, users can easily sync OnePageCRM with other apps for seamless operations. 
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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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  • Contact Management:  Users can stay on top of their contacts and activities related to each. OnePageCRM stores valuable information like contact details, associated deals, communication history, notes and next actions are available on a single scrollable page. 
  • Lead Clipper Chrome Extension:  The lead clipper extension allows users to source leads from the Internet with one click. It also prompts users to take the follow-up action right away so that the database remains fresh and engaged. 
  • Lead Management:  With OnePageCRM, users can actively capture, segment and nurture leads to maximize performance and conversion rate. Each lead is automatically updated with associated deals, its sale cycle stage and the next action relevant to the lead. 
  • Opportunity Management:  The software identifies and sources leads from various channels, organizes them by deal size and type while further engaging them with communication and quotes. 
  • Pipeline Management:  OnePageCRM lets users set up a deal quickly with automated items and a drag-and-drop feature to move deals across the stages of the sales cycle. 
  • Workflow Automation:  Users can automate repetitive actions and set reminders for manual intervention across their sales processes using workflow automation. This also helps them cut down on guesswork and standardize the sales process. 
  • Quote Management:  OnePageCRM gathers deal info, generates a quote and creates a pre-set email with all required information, which users can further customize or send as is. 
  • Interaction Tracking:  Users can maintain a communication history of each contact, including call logs, meeting notes and immediate follow-up actions on a scrollable single-screen interface. 
  • Email Integration and Templates:  It integrates with popular email services and provides two-way sync, customizable templates for different stages of customer lifecycle journey and bulk-mailing capabilities. 
  • Call Management:  Users can build a customizable list of their leads and contact them using speed dialing from the mobile app. It also maintains call logs and notes for users to stay updated on progress. 
  • Activity Tracking:  OnePageCRM is built on the Next ActionTM philosophy, which connects each contact and user to the next sequence of actions for maximum efficiency. Managers can also track individual team member activities for performance review as well as group sales forecasts. 
  • Calendar Management:  It integrates with Google and iCalendar to send meetings, calls and appointment reminders in a timely manner. 
  • Collaboration Management:  Managers can assign deals and contacts to team members on rule-based engines, leave notes and comments and tag individuals for push notifications for better collaboration and efficient team performance. 
  • Reports:  All key metrics are shown in real-time under the Activity tab. Users can set up customized Sales and CRM reports to track progress and have reports emailed periodically to themselves or stakeholders. 
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Product Ranking

#63

among all
CRM Software

#81

among all
CRM Software

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User Sentiment Summary

Excellent User Sentiment 556 reviews
Excellent User Sentiment 152 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.

96%
of users recommend this product

OnePageCRM has a 'excellent' User Satisfaction Rating of 96% when considering 152 user reviews from 4 recognized software review sites.

n/a
5.0 (9)
4.84 (529)
4.77 (61)
n/a
4.8 (61)
4.35 (27)
4.9 (21)

Awards

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

User Favorite Award

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

User Favorite 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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Action-Oriented Interface: The system is designed to keep sales teams focused on taking action and closing deals, rather than getting bogged down in data entry and administrative tasks. Its Next Action Sales methodology guides users through a streamlined workflow, ensuring no lead falls through the cracks.
Contact Management: OnePageCRM offers robust contact management features, allowing users to store all relevant information about leads and customers in one central location. This includes contact details, communication history, notes, and any associated deals or projects.
Sales Pipeline Management: The platform provides a clear visual representation of the sales pipeline, enabling users to track the progress of deals from initial contact to close. This helps sales teams identify bottlenecks, prioritize leads, and forecast future revenue.
Integrations: OnePageCRM integrates with a variety of popular business tools, such as email clients, calendar apps, and marketing automation platforms. This allows users to streamline their workflows and avoid switching between multiple applications.
Mobile App: The mobile app allows users to access their CRM data and take action on deals from anywhere, at any time. This is essential for sales teams who are constantly on the go.
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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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Limited Customization: The platform's strength in simplicity can also be a drawback for users who require more complex workflows or in-depth customization options. For example, users may find it challenging to tailor the system to accommodate unique sales processes or industry-specific needs.
Reporting Capabilities: While OnePageCRM offers basic reporting features, some users may find them insufficient for comprehensive data analysis and generating detailed insights. The platform may not provide the level of granularity or flexibility required for advanced reporting and business intelligence needs.
Integrations: Although OnePageCRM integrates with popular tools like Gmail and Mailchimp, the range of available integrations may be limited compared to other CRM solutions. Users who rely on specific third-party applications or have complex integration requirements may find the options insufficient.
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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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OnePageCRM seems to have carved out a niche for itself as a CRM that's all about simplicity and action. Users consistently praise its ease of use, especially for those who are new to the CRM game or who find other platforms too clunky. The "Next Action" feature is a big hit, helping users stay focused on what needs to be done next to keep deals moving forward. Affordability is another plus, with pricing plans that cater to businesses of all sizes. However, some users point out that OnePageCRM might be *too* simple for those with complex sales processes or who need advanced reporting and automation features. Integrations with other tools are also somewhat limited compared to bigger players like Salesforce or HubSpot. So, who's the ideal candidate for OnePageCRM? It's perfect for solopreneurs, small businesses, and sales teams who value a straightforward, action-oriented approach to managing their customer relationships. If you're looking for a CRM that helps you stay on top of your tasks and close deals without getting bogged down in complexity, OnePageCRM might just be your new best friend. But if you need a CRM powerhouse with all the bells and whistles, you might want to explore other options.

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