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Independent business owners including designers, photographers, marketers, freelancers, consultants, florists, caterers, videographers, and many more!
IT services and consulting companies, MSPs and ISVs with complex billing models looking for a consolidated system to automate business process, improving efficiency, accuracy and visibility.
Plus, I can see the details at a glance and love the ability to integrate my own pictures so my clients and I can all see the beautiful eye catching graphics of my choosing.
Some of my clients were hesitant to switch from paper copies to online, but that is a generational issue. There is nothing about the software that I dislike.
Love love love HoneyBook. It has transformed my business organization and in prices client experience.
Very confusing switching over. I have been running my client management for over 4 years on my own.
Love this program and I am so thankful for the ability to schedule emails, to keep everything in one place, and how their inquiry forms integrate beautifully to our website.
I felt a little lost and overwhelmed when I first started using it.
I love the customization options in creating your own templates. I also love how the app and desktop versions seamlessly work together.
Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not.
Harmony is a fully featured, and incredibly well supported PSA software. Our platform team had spent countless hours investigating the best possible solution for our unique requirements.
The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information.
Customer Service is exactly what you need - fast, informative, helpful and friendly. Fantastic supporting documentation for implementation and continuing use.
Also, when we had a problem, we had to "get people together" to gather all of the facts before we could answer the questions needed to solve issues since all information was spread out.
I must have spent countless days looking for the "right" PSA tool and I just kept coming back to Harmony, I love it. Happy to share my experience with anybody thinking about a new PSA.
On past systems I've used, it was difficult to see what happened with our customers after an initial sale.
It is a pleasure to work with the team at Harmony who provide excellent support and are always open to discuss additional features so the product is getting better every day.
We have come across a couple of small bugs but the team at Datalogic are so quick to respond that problems are sorted out straight away with little or no impact.
Jane: Hi, I'm Jane. I have a small company with less than 10 employees and I give Honeybook a 3 out of 5 rating. Before Honeybook, we were linked to HubSpot, which is a large CRM product with a free element attached to it. We looked at and ultimately would have chosen to continue with Honeybook because it was a really good system that had pretty much everything we needed in it for a decent price. However, being based in the UK, Honeybook doesn't support outside of America at the moment, which was a huge blow because I fell in love with it. So the 3 out of 5 is due to them not supporting the UK yet. Otherwise, it would be a 5 out of 5. Getting started with Honeybook was really simple. Again, it follows a lot of the generalized accepted processes that we understand via Microsoft and via Google and kind of webpage design and everything was clear and easy to understand and you could set up a lot of stuff and it would automatically feed into other elements of the program. There was enough flexibility and ability to kind of alter wording and templates, et cetera, without it basically being like you are creating everything from scratch using a system that needs a level of technical knowledge. And it kind of would connect with pretty much any provider as well. So it was really, really useful and really simple to set up. It is a really useful piece of tech. I would play with it all, see what it can do for you in replicating what you're doing currently. I would also really, at the very beginning, think if you are going from just using no CRM or an older version of a CRM and you are moving over to something which a tool like this where effectively it's more than a CRM, it does everything, sit down and sort out your business processes and your paperwork and everything so that setting all that up is really straightforward and you can get people working on it really quickly rather than it being something that drags on for a while, which can happen as a small company.
Prioritize real-user-identified key features according to your needs to find your best fit.
HoneyBook
CloudBlue PSA
Top FeaturesHoneyBook
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CloudBlue PSA
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