Home/Business Management Software/HoneyBook vs BonsaiUpdated on: March 28, 2024

Compare HoneyBook vs Bonsai

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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
91% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

HoneyBook is a client monitoring solution, helping out small businesses to book clients, manage individual projects, and send invoices to them. An end to end project tracking feature within the particular enables users to get multiple projects mapped and monitored from start to finish. Business houses get to sequence up personalized messages to individual clients, and get reminded of the due tasks by HoneyBook. They can also generate secure and safe online contracts for their clients with the particular solution, and get them signed as per the convenience of the latter. With HoneyBook, brands get to streamline fully-featured client meetings. HRs can configure the meeting schedule and medium as well. Managing payments from clients is no more a tedious task, as HoneyBook supports monetary transactions through credit, debit and bank transfers. The platform offers seamless integrations with other popular tools like Gmail, Google Calendar, Zapier, Quickbooks etc. Thus enhancing the efficiency levels of business process and project monitoring in real-time. ..show more

Bonsai is an all-in-one product suite that enables users to quit all kinds of paperwork and completely focus on their tasks. In fact, this product suite has everything that one needs for running their freelancing business effortlessly. The automated and integrated design of the software enables users to carry on with their day-to-day business operations by managing tasks efficiently like a pro. The software runs on a user-friendly interface that enables users to organize their tasks and projects. One can manage all the proposals, contracts, invoices, tasks, projects, expenses, taxes, and accounting operations neatly in one place. Users can craft structured proposals, determine clear estimates and close deals faster. Apart from this, users can even manage their clients and the ongoing projects all at the same place. Besides, they can organize documents, files, look into payments and get e-signatures on contracts without any hassle. Bonsai enables freelancers and agencies to protect their business by answering a few simple questions for generating attractive contract templates. After one hits on ‘Send’, his/her contract will be e-signed automatically within minutes. Users can track time for each of their projects and tasks, thus being able to manage their projects in a more structured manner. ..show more

Features

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

CRM Handles your contact database, follows up with potential customers and keeps them engaged

Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Financial Management Handles functions like management of cash and utilisation of funds

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing Acquiring goods or services required for the business at minimal cost

Scheduling Manages and helps to prepare schedules in an appropriate and timely manner

Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions

Vendor Management Helps to manage necessary data concerning vendors and allows easy access

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

San Francisco, California / +1 415-591-7768

San Francisco, California

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Starter
$8 /Month

$1 per Month for first 2 months

$8 per Month billed Yearly

Start with everything you need to create great client experiences.

Features

  • Unlimited clients and projects
  • Invoices and payments
  • Proposals and contracts
  • Calendar
  • All professional templates
  • Client portal
  • Basic reports
Essentials
$16 /Month

$1 per Month for first 2 months

$16 per Month billed Yearly

Grow with added productivity and automation tools.

Features

  • Includes features of Starter plan, plus
  • Scheduler
  • Automations
  • QuickBooks Online integration
  • Up to 2 team members
  • Expense management
  • Profit and loss
  • Remove "Powered by HoneyBook"
  • Standard reports
Premium
$33 /Month

$1 per Month for first 2 months

$33 per Month billed Yearly

Scale up with priority support for your whole team

Features

  • Includes features of Essentials plan, plus
  • Unlimited team members
  • Priority support
  • Multiple companies
  • Onboarding specialist
  • Dedicated account manager
  • Advanced reports - coming soon
View Price Page
Starter
$24 /Month

Ideal for freelancers and contractors just starting out.

Features

  • All Templates
  • Unlimited Clients & Projects
  • Invoicing & Payments
  • Proposal & Contracts
  • Scheduling
  • Tasks & Time Tracking
  • Client CRM
  • Forms & Questionnaires
  • Expense Tracking
  • Up to 5 Project Collaborators

Add-ons

  • Collaborators: Free
  • Partners: $9 per Month
  • Tax Assistant: $10 per Month
Professional
$39 /Month

Everything a growing independent business needs to thrive

Features

  • Includes features of Starter plan, plus
  • Remove Bonsai Branding
  • Workflow Automations
  • Branded Client Portal
  • Unlimited Scheduling events
  • QuickBooks Integration
  • Calendly Integration
  • Zapier Integration
  • Up to 15 Project Collaborators
  • Includes features of Add-ons
Business
$79 /Month

The perfect package for small businesses and agencies.

Features

  • Includes features of Professional plan, plus
  • Subcontractor Management
  • Hiring Agreement Templates (1099 contractors)
  • Subcontractor Onboarding
  • Talent Pool
  • 3 Team Seats additional seats $9/month
  • Unlimited Subcontractors
  • Unlimited Project Collaborators
  • Includes features of Add-ons
View Price Page

SCREENSHOTS

HoneyBook Screenshots
View 4 screenshot(s)
Bonsai Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Gmail
  • Google Calendar
  • Quickbooks
  • Zapier
  • Calendly
  • Zoom
  • Quickbooks
  • Zapier
  • Calendly

ALTERNATIVES

Top alternatives to HoneyBook

DocuSign
DocuSign
17hats
17hats
Freshbooks
Freshbooks
HubSpot CRM
HubSpot CRM
Bonsai
Bonsai

Top alternatives to Bonsai

Freshbooks
Freshbooks
Dubsado
Dubsado
Quickbooks
Quickbooks
HoneyBook
HoneyBook
Bitrix24
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