Feeling swamped managing your business?
Juggling clients, tasks, and payments can get messy, so you’re probably looking for a better way to stay organized.
Imagine missing deadlines or losing track of important client details.
Frustration builds up, and focusing on what you love is tough.
Good news! We’re breaking down these popular HoneyBook vs Monday CRM platforms and showing you their strengths and weaknesses.
Overview
We’ve rolled up our sleeves and put HoneyBook and Monday CRM through their paces.
Our team spent weeks testing each platform’s features, from client management to project tracking, to give you a real-world, unbiased comparison.
There are over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.
Pricing: It has a free plan. The premium plan starts at $9/month.
Key Features:
- Visual Workflow Management
- Collaboration Tools
- Integrations
Are you looking for a simple way to manage projects and get paid? HoneyBook offers a 7-day free trial to explore all its features.
Pricing: It has a free plan. The premium plan starts at $19/month.
Key Features:
- Client Communication Tools
- Online Invoicing and Payments
- Proposal and Contract Management
What is HoneyBook?
Think of HoneyBook as your all-in-one business sidekick.
It keeps your client’s work organized, allows you to send invoices and contracts, and helps you manage projects. Simple, right?
Streamline your business and get back to doing what you love. HoneyBook’s intuitive platform automates tasks, manages clients, and gets you paid faster.
Key Benefits
- Stay easily organized: Manage all your projects, clients, and communication in one central hub.
- Get paid faster: Send invoices and receive payments online with ease.
- Boost your bookings: Create and send professional proposals in minutes.
- Automate your workflow: Streamline tasks like sending contracts and follow-up emails.
Pricing
HoneyBook offers a free trial to get a feel for the platform. They have a simple pricing structure with two main options:
- Starter ($19/month): Ideal for solopreneurs and new businesses with basic needs.
- Essentials ($39/month): Unlocks almost every feature with limited access.
- Premium ($79/month): Unlocks unlimited projects and clients for growing businesses.
Pros
Cons
What is Monday CRM?
Monday CRM is more like a flexible workspace. It helps teams track sales and projects.
You can customize workflows. It’s designed for collaboration. Think of it as a central hub.
Join over 150,000 teams worldwide who rely on Monday.com to streamline their workflows & boost productivity. Explore the platform’s full potential.
Key Benefits
- Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
- Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
- Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
- Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.
Pricing
Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:
- Free: Up to 3 boards, Unlimited docs, 200 templates.
- Basic: $9/month: Unlimited free viewer, Unlimited items, 500 file storage.
- Standard: $12 per user/month: Timeline & client views, Calendar view.
- Pro $19 per user/month: Private boards, Time tracking, Formula Column.
- Enterprise: Custom pricing.
Feature Comparison
Let’s break down the key features of HoneyBook and Monday CRM.
We’ll compare them side-by-side, helping you see which platform aligns best with your business needs.
Client Portal
- HoneyBook:
- It offers a dedicated client portal where clients can view invoices, contracts, and project details. The portal is designed for a seamless client experience.
- Monday CRM:
- It provides client views within its boards. While customizable, it’s not a dedicated portal like HoneyBook’s. It focuses more on internal team collaboration.
Booking and Scheduling
- HoneyBook:
- It includes robust booking tools. This highly integrated booking system allows clients to schedule appointments and sessions directly through the platform.
- Monday CRM:
- Relies on integrations for scheduling. While it can connect to calendar apps, it doesn’t have built-in direct booking capabilities.
Automation
- HoneyBook:
- It lets you automate client communication, payments, and contracts workflows—Streamlines repetitive tasks.
- Monday CRM:
- Offers extensive workflow automation through its boards. You can automate tasks, notifications, and data movement. This automated feature is powerful.
Integrations
- HoneyBook:
- Integrates with key tools like QuickBooks for accounting. Limited in other integrations.
- Monday CRM:
- It boasts many integrations, including Trello and various other business tools. This makes it great for diverse workflows. The amount of integration is a strong point.
Templates
- HoneyBook:
- Provides professional template options for contracts, invoices, and proposals. Focuses on visual appeal.
- Monday CRM:
- Offers customizable board template options for project and sales management. More focused on workflow structure.
Customer Support
- HoneyBook:
- Offers email and chat customer support. Response times are generally quick.
- Monday CRM:
- Provides comprehensive support through its help center, webinars, and live chat. Quality customer support is available.
Free Trial
- HoneyBook:
- Offers a free trial to explore its features. This allows potential users to test the platform.
- monday.com (Monday CRM):
- It also provides a free trial, allowing users to experience its project management and CRM functionalities.
What to Look For in CRM Software?
- Scalability: Can the CRM grow with your business?
- Ease of Use: Is the interface intuitive for your team?
- Mobile Accessibility: Can you manage tasks on the go?
- Reporting & Analytics: Does it provide actionable insights?
- Security: How secure is your customer data?
- Customization: Can you tailor it to your specific needs?
- Training & Onboarding: Does the provider offer adequate support?
- Industry-Specific Features: Does it cater to your industry’s unique needs?
- Data Migration: How easy is it to transfer your existing data?
- Customer Reviews & Reputation: What are other users saying about the software?
- Budget & ROI: Does the software offer a good return on investment?
- API Access: Can it connect with other systems via API?
- Compliance: Does it meet relevant data privacy regulations?
Final Verdict (Our Pick)
So, which one wins? For most creative businesses and freelancers, HoneyBook takes the lead.
It’s built for client-focused work. You get easy contracts, payments, and scheduling.
If you need strong team collaboration and project management, Monday CRM is your go-to.
However, HoneyBook is the better option if you want a platform to streamline all aspects of your client workflow.
We’ve tested both, and HoneyBook’s smooth client experience works better for service-based businesses.
Trust us, it’ll save you time and stress. Consider your business size and needs.
And remember, both offer free trials so you can see for yourself.
Frequently Asked Questions
Is HoneyBook better for freelancers, and is Monday CRM better for teams?
Yes, generally. Due to its client management tools, HoneyBook excels for freelancers and small creative businesses. Monday CRM is stronger for teams needing robust project and workflow management.
Can I integrate QuickBooks with both HoneyBook and Monday CRM?
HoneyBook offers direct QuickBooks integration. Monday CRM can integrate with QuickBooks but might require third-party connectors or Zapier.
Which platform offers a better client portal experience?
HoneyBook has a dedicated client portal designed for seamless client interaction. Monday CRM offers client views within its boards but is not a dedicated portal.
How does the free trial work for both HoneyBook and monday.com?
Both HoneyBook and monday.com offer free trials. You can explore their features and functionalities during this time before committing to a paid plan. Test them to see which best suits your needs.
Which platform is more straightforward for automating workflows?
Monday CRM offers very robust automated features and workflow customization. HoneyBook also allows for automation, particularly in client communication and payments, but Monday CRM provides more options.
