Being organized throughout the process of working with clients is essential for the success of a business owner. If you are running your own business, you will have to spend a significant amount of time tracking administrative tasks such as drafting contract templates, preparing scope of work templates, keeping clients satisfied, and ensuring timely payments.
An online, all-in-one business management platform can make that work a lot easier while keeping you organized and ensuring you look professional.
One popular platform is HoneyBook. It is integrated with essential tools such as invoicing, contracts, and a project management platform. HoneyBook streamlines the client booking process, from inquiry to project completion, saving time and ensuring organization.
HoneyBook is one good option, but it may not be the best for your business. There are HoneyBook alternatives on the market that can help you grow, that are more intuitive and that provide better features at a better price.
If you're an agency, a freelancer or a small business owner looking for a comprehensive solution to help you run your business efficiently, Bonsai is the perfect all-in-one suite. It offers a wide range of features that don't compromise functionality, making it a perfect alternative to HoneyBook.
With Bonsai, you get easy access to more than 500+ customizable templates for various documents, saving you the hassle of creating documents from scratch. You can use Bonsai to quickly prepare and send proposals, invoices, and contracts, and send them for e-signatures using our online signature maker.
Additionally, Bonsai comes with time tracking, task management and project management features, a scheduling feature, as well as automated expense tracking, accounting and banking! In short, Bonsai is a versatile tool that can help you streamline your business operations and boost your productivity. Bonsai is available in 180 different countries, ideal for coaches, consultants, architects, or freelancers who want to work internationally.
Bonsai has been used and trusted by more than 500,000+ small businesses and agencies globally – go ahead and sign up for a free trial today!
Try Bonsai for free now or book a demo.
Dubsado is a popular business management and project management solution and a good alternative to HoneyBook. It features a dashboard that reports and shows sales, income, expenses, and net profits over time, making it effective for small businesses and freelancers.
You can book appointments with clients and connect your email to your calendar and payment processor to ensure your system is integrated. The tool offers a wide range of customizable options to add your brand easily.
Dubsado is a robust tool where you can build an interactive client portal that helps in overall client-facing experience, automation, scheduling, and invoicing to make life easier for you and your clients. You can also create payment schedules and send automatic reminders.
As an entrepreneur, you have to play various roles depending on the situation. The name 17hats perfectly encapsulates this fact. It is a comprehensive business management solution that conveniently combines your calendars, contacts, and invoices in one place, making it effortless to manage your business.
Paperwork is simplified with an online system that streamlines lead tracking, booking coordination, document creation, and project management.
The tools in 17hats are divided into categories, making it easy to track your company's progress with financial details at a glance. You can monitor your results by job, month, or quarter. Additionally, 17hats offers a unique branding customization option that gives your business a professional look. With these features, managing your business, contacts, time, and leads becomes easier, so 17hats is one good alternative to HoneyBook.
Insightly is a highly rated CRM platform that helps manage clients and build client relationships, and also provides a range of functionality and integration to support your business. It is integrated with marketing, sales, and project management tools in one place, coherently, making it particularly useful for freelancers who have a team.
You can use it to manage a sales team and improve your business processes, by distributing leads to sales reps, sending tracked emails to prospects, and managing sales opportunities. Furthermore, you can also use it for project management and connect it to tools you already use, like Office 365 or Google Apps.
Plutio is another ideal platform for freelancers and is a great HoneyBook alternative. It has multiple integrated features such as project management, tasks, and invoice tracking in one dashboard, which is perfect for those managing small businesses. It also allows you to create proposals and contracts using a drag-and-drop tool that’s easy to use so it makes it easier to manage projects.
Moreover, the powerful customer relationship management tool feature helps you build and track client relationships. It also allows you to track when proposals and contracts are opened and signed, as well as when invoices are opened. Plutio also provides clients with multiple payment options and easy online payment integration, making the transactions easy for both parties.
Monday is another great CRM and management software that can be a better HoneyBook alternative for bigger businesses and teams. This system is also powerful if you work remotely.
Monday supports marketing and sales pipeline by using great features that include lead capturing, lead management, email synchronization, and more. It also has project management tools and allows you to manage a remote team by customizing any workflow to fit your needs. If you’re building an agency and want to collaborate with other freelancers, Monday has the tools you’ll need.
Note: The paid plans require a minimum of 3 users.
If you’re a freelance photographer, StudioNinja is made specifically to suit your needs. It has a comprehensive and simple user interface making it easier to use, and is praised by photographers and videographers.
itStudioNinja streamlines lead conversion and workflow management with automated email campaigns and revenue tracking for website inquiries.
You can track progress on jobs, manage clients' information, schedule jobs, automatically send contracts and questionnaires to clients, and use them for quotes, contracts, and invoices. You can also set up a payment system and generate reporting to simplify tax time. Considering all the outstanding above-mentioned features, StudioNinja makes the best HoneyBook alternative for photographers.
Bloom is another tool considered a top client management system for photographers and creative freelancers. It comprises a product suite that helps creative types handle the administrative tasks that take time away from creative pursuits, making it another best alternative to HoneyBook.
The management software makes it simple to track tasks and projects, as well as helps streamline your customer management process and hence, the overall business processes. The integrated invoicing software makes it simple to send invoices and process payments, and a powerful calendar system makes life easy for your clients.
Sharing your Bloom calendar link helps your clients to align their calendars with yours. You can even embed an event planner link in a contract to make it simple to onboard new clients. Bloom Calendar also allows you to sync with Google and iCal to easily manage your work and personal life.
Tave is another management software designed for photographers assisting in client management, workflow automation, and accounting. It is user-friendly and helps with invoice management by automating invoice reminders, and preparing calendars and to-do lists. It also allows you to track client communication with emails, quotes, contracts, and questionnaires.
It offers e-signature for contracts, connects to payment gateways, and provides advanced tax reporting. You can also personalize your client-facing communication by customizing it with your brand.
Keap (formerly Infusionsoft), is a CRM and sales and marketing tool that is similar to HoneyBook. It is ideal for a service-based freelance business as it supports the efforts to acquire new leads (including website capture), and then track and manage them.
It allows you to create a repeatable sales process and build marketing campaigns, collect client information, send branded invoices, and even set up recurring payments. You can also enjoy the benefits of their on-demand customer webinars to learn about setting new goals and strategies, as well as how to implement them into your business.
Here are a few things to consider when selecting a HoneyBook alternative:
Bonsai is an all-in-one platform with a user-friendly interface for freelancers and small business owners. You can manage your entire service-based business with the help of its amazing and comprehensive features.
Bonsai has a whole suite of tools for different use cases; the CRM client portal offers an impeccable experience to your clients. You can generate and send client proposals, manage projects, and set up automated invoices and reminders.
But that’s not all; it also allows you to track business expenses and taxes all in one place. It also has a time tracking and task management feature that lets you accurately bill your clients for the time you put into their projects.
And the best part? You get to enjoy everything at a reasonable price of $25 /month to $79/month, depending on your requirements. So sign up for a free trial to the perfect HoneyBook alternative today!
Do you want to get started with Bonsai, the best HoneyBook alternative? You can sign up for a free trial - no strings attached - and explore the powers of Bonsai to transform how you run your freelance business.
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