Is Honeybook Right For Your Business? 5 Things You Need to Know Before You Make the Switch
Small business owners have a lot on their plate and need to make sure they have access to the right tools that make it easier to manage day-to-day operations. Your team might prefer to use a chat platform that allows everyone to brainstorm over group texts or perhaps you prefer to track projects with your team members through a project management platform that lets you add notes, comments, deadlines, and feedback to the dashboard.
As a business owner, a customer relationship management (CRM) tool can prove to be another powerful addition to your arsenal. It can help you streamline your workflow and make sure you’re staying on track with your work-related goals. Whether you’re trying to create service brochures for prospective clients or need to quickly draft work contracts and work on a series of questionnaires, a CRM platform like HoneyBook promises to be a one-stop solution for most of your work requirements. If you’re already using a different customer relationship management software, but are curious about giving HoneyBook a shot, read on to learn more about this fantastic tool!
It’s a versatile solution
HoneyBook aims to function as a handy CRM that lets you accomplish multiple goals in one place. The platform has a wide range of offerings for small business owners that can help them save time and use workflow automation to their advantage. For example, after creating their accounts and taking care of the basics, HoneyBook users can rely on the platform to come up with well-crafted invoices for different clients.
Busy entrepreneurs can also use HoneyBook to communicate with their clients by adding automatic responses to emails, keeping track of their finances, setting up virtual work meetings, and more useful functions.
You can get help when you need it
HoneyBook users don’t need to navigate the CRM software alone – they can turn to the website’s help center for tips. For more comprehensive advice, business owners can also contact a concierge from the HoneyBook team who’s available to help them out when needed through a chat function on the website.
This is especially important when you’re new to the tool as you attempt to figure out how HoneyBook works. The platform promises to offer support to its users throughout the week via chat and email. Plus, business owners can attend weekly webinars for more tips and insights on several topics related to the CRM platform.
HoneyBook lets you enjoy a customized experience
HoneyBook isn’t meant to be used as a generic tool. It offers a personalized experience and can cater to your individual needs. For example, you can add HoneyBook’s contact form to your website to ensure that you don’t miss out on any important messages from prospective clients and collaborators. You can also create and send proposals for new projects.
You can even use personalized templates while sending brochures, contracts, proposals, and invoices to your clients. The best part? HoneyBook works hard to provide professional templates that do justice to your brand. No need to settle for generic ones anymore!
You’ll stay more organized
Nobody likes to struggle with a cluttered work setup as they try to track the status of different projects while drafting new invoices and replying to scores of emails. It’s much easier to tackle everything with the help of a single platform. With a CRM resource like HoneyBook, you can work on several client-related tasks at once without stressing over the back-and-forth usage of different tools.
HoneyBook is a solid collaborative tool that allows you to add team members to your workspace. Making it easier to work on different projects and ensuring everyone is aligned with your goals.
HoneyBook is a timesaver
HoneyBook is a customer relationship management tool for ambitious business owners. Want to create a to-do list that helps you stay accountable? HoneyBook lets you do that with project-related tasks and general tasks – private lists that allow you to tick items off a checklist as you finish them. Need to send the same email to multiple recipients at a scheduled time? No problem. HoneyBook has an option for that too!
Additionally, if you’re on the go and need to stay connected, you can conveniently log into the HoneyBook app on your phone to keep a track of your projects. You can even choose to link your HoneyBook account to other accounts such as Gmail, quickbooks, Calendly, Facebook, and zapier.
All in all
HoneyBook allows you to create a better workflow for your business while being user-friendly and super accessible.Interested to find out more? Sign up for HoneyBook at a 50% discounted rate with our referral code today!
WRITTEN BY: BOSHIKA GUPTA
