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Independent business owners including designers, photographers, marketers, freelancers, consultants, florists, caterers, videographers, and many more!
Communications, Education, Financial Services, Government (FedRAMP certified), Healthcare & Life Sciences, Manufacturing, Media, Non-profits, Professional Services, Real Estate, Retail.
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.
There are so many great features to Drawloop, but I really appreciate the ability to set up the tool without technical skills, and the broad range of options make it the best tool for us.
There are always some weird formatting issues that probably just stem from how Word formatting can be tricky.
The best thing I like about Nintex is the ease of use to generate a document with the click of a button.
This runs the risk of a user going in there and possibly altering a system setting if they are in the back snooping around, it was hard to find a solution to this.
I liked the flexibility for document generation which provided from drawloop against the other products in salesforce app exchange it is very good.
Setting up what we need, we used a consultant, but every time I need to try to make a change it is really confusing and takes me forever.
We use it on a daily basis. It's great that you can add custom logic for different documents to pull, and there's a good amount of flexibility in the document templates themselves.
For the past year, they've had outages at least once a month, usually more often, and we have several business critical processes on DocGen so these outages have caused us to research other options.
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.
HoneyBook
Nintex DocGen for Salesforce
Top FeaturesHoneyBook
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Nintex DocGen for Salesforce
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