HoneyBook

HoneyBook

4.6 out of 5 stars
Task Session

Task Session

5.0 out of 5 stars
HoneyBook Task Session

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HoneyBook:

About

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With their business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. This all-in-one management platform streamlines business processes, from first inquiry to final payment, so business owners can spend less time on administrative work and more time focusing on what got them passionate about their business in the first place. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.
Task Session:

About

TaskSession CRM helps agencies, freelancers and small service businesses run client work from one place. Manage leads and clients, share projects and files in a branded client portal, track time, and send invoices. Choose how you run it. TaskSession Cloud starts free, and even the Free plan supports your own custom domain. Paid Cloud plans start at $12 per month billed yearly. Prefer to own your data? The self hosted edition installs on your own server for $59 for the first year.
HoneyBook:

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Task Session:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
HoneyBook:

Audience

Graphic designers, DJs, photographers, business coaches, web designers, consultants, florists, caterers, videographers, calligraphers, business coaches, health & wellness professionals, and more!
Task Session:

Audience

Freelancers, agencies, consultants, startups, and small to medium-sized businesses that need to manage clients, projects, tasks, leads, invoices, files, teams, and client communication from one self-hosted CRM.
HoneyBook:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Task Session:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
HoneyBook:

API

Offers API Not Supported
Task Session:

API

Offers API Not Supported
HoneyBook:

Screenshots and Videos

Task Session:

Screenshots and Videos

HoneyBook:

Pricing

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Version Not Supported
Free Trial Supported
Task Session:

Pricing

Free
Cloud: Free $0 forever (2 members, 25 clients, custom domain included). Starter $14 per month, or $12 per month billed yearly (5 members). Professional $39 per month, or $32 per month billed yearly (15 members). Business $99 per month, or $82 per month billed yearly. Self hosted: $59 for the first year, renews at $99 per year. Founder plan $249 one time.
Free Version Supported
Free Trial Not Supported
HoneyBook:

Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.5 / 5
design 4.5 / 5
support 4.6 / 5
Task Session:

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
HoneyBook:

Pros & Cons from Real Users

Pros

  • HoneyBook is where it’s at. I love HoneyBook for all of its features, including contracts with digital signing options, invoicing, scheduling, workflows, and also knowing where each client is at in the booking process.
  • I love how it helps me manage all my projects in one place. It keeps my clients emails, brochures, invoices, Etc all organized in their project which is all accessible with a client web link too.
  • I like how it's easy to use and very efficient when doing business fast and easy.
  • Seamless experience for the client. Easy to receive payments. I feel more organized as a business owner.
  • I love how everything is in one place and I can easily access information from my phone. I am constantly using the app and the email features, which I love!

Cons

  • I don’t like that you can’t schedule and then automate a project and file. I wish my clients could schedule and then book all at the same time. I would also like to see a sales page option!
  • There could be a few more customization options when it comes to fonts and font color. But they listen to their customer feedback and frequently update features.
  • Sometimes it's stops working and I don't know why.
  • Hard to first learn how to use SmartFiles. They take out a credit card fee, which is understandable.
  • I wish I could customize my files a little more to make them fit my brand.
Task Session:

Pros & Cons from Real Users

Pros

  • Task Session CRM is easy to set up and gives me full control over my data, which is the main reason I prefer a self-hosted solution. The interface is clean, daily tasks are easy to manage, and it has been reliable for keeping customer information and work organized without depending on expensive cloud subscriptions.

Cons

  • There isn’t much to complain about. The setup can take a little time at first, especially if you’re new to self-hosting, but once it’s running, everything works smoothly. A few more integrations and detailed setup guides would be a nice addition.
HoneyBook:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
Task Session:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
HoneyBook:

Company Information

HoneyBook
Founded: 2013
United States
www.honeybook.com
Task Session:

Company Information

Task Session
Founded: 2024
United Kingdom
www.tasksession.com
HoneyBook:

Alternatives

Xero

Xero

4.4 out of 5 stars
Task Session:

Alternatives

HoneyBook:
FreshBooks

FreshBooks

4.8 out of 5 stars
Task Session:
HoneyBook:
Houzz Pro

Houzz Pro

Houzz
4.4 out of 5 stars
Task Session:
HoneyBook:
Acuity Scheduling

Acuity Scheduling

Squarespace
4.8 out of 5 stars
Task Session:
todo.vu

todo.vu

Kitovu Pty Ltd
HoneyBook:
Task Session:
Clientish

Clientish

Clientish Technologies LLC
HoneyBook:

Categories

AI CRM Supported
AR Automation Supported
Bookkeeping Supported
Coaching Supported
CRM Supported
Dog Training Supported
Event Booking Supported
Event Management Supported
Florist Supported
Interior Design Supported
Invoice Generators Supported
Payment Processing Supported
Personal Trainer Supported
Photography Studio Supported
Project Management Supported
Scheduling Supported
Tutoring Supported
Venue Management Supported
Wedding Planning Supported
Yoga Studio Supported
Task Session:

Categories

CRM Supported
Project Management Supported
HoneyBook:

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Not Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Supported
Segmentation Not Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Supported
Gantt Charts Not Supported
Idea Management Not Supported
Kanban Board Not Supported
Milestone Tracking Not Supported
Portfolio Management Not Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Not Supported
Group Scheduling Not Supported
Mobile Access Not Supported
Multi-Location Not Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Supported
Room Booking Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Bookkeeping Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Supported
Cash Management Not Supported
Collections Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
General Ledger Not Supported
Payroll Not Supported
Revenue Recognition Supported
Spend Management Not Supported
Tax Management Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Contract Management Features

Buy Side (Suppliers) Not Supported
Completion Tracking Supported
Compliance Tracking Not Supported
Contract Lifecycle Management Not Supported
Electronic Signature Supported
Full Text Search Not Supported
Government Contracts Not Supported
Pre-built Templates Supported
Sell Side (Customers) Not Supported
Specialty Contracts Not Supported
Version Control Supported
Workflow Management Supported

Florist Features

Automated Card Printing Not Supported
Customer Account Profiles Supported
Delivery Tracking Not Supported
Order Management Supported
Production Tracking Not Supported
Stem Counting Not Supported

Payment Processing Features

ACH Check Transactions Supported
Bitcoin Compatible Not Supported
Debit Card Support Supported
Gift Card Management Not Supported
Mobile Payments Supported
Online Payments Supported
POS Transactions Not Supported
Receipt Printing Supported
Recurring Billing Supported
Signature Capture Supported

Photography Studio Features

Appointment Scheduling Supported
Billing & Invoicing Supported
Client Management Not Supported
Contract Management Not Supported
Event Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Project Management Not Supported
Proposal Management Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Scheduling Features

Alerts/Notifications Not Supported
Appointment Scheduling Not Supported
Automated Scheduling Not Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Not Supported
Facility Scheduling Not Supported
Group Scheduling Not Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Not Supported
Online Scheduling Not Supported
Payment Processing Not Supported
Real-time Scheduling Not Supported
Reservations Not Supported
Resource Scheduling Not Supported
Room Booking Management Supported

Venue Management Features

Attendee Management Not Supported
Billing & Invoicing Supported
Contract Management Supported
Customer Management Supported
Event Management Supported
Food & Beverage Management Not Supported
Multi-Facility Supported
Reservations Management Supported
Resource Booking Not Supported
Sales Management Supported
Staff Management Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported
Task Session:

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Not Supported
Mobile Access Not Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Project Management Features

Agile Methodologies Not Supported
Budget Management Not Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Not Supported
Time & Expense Tracking Supported
Traditional Methodologies Not Supported
HoneyBook:

Integrations

PayPal Supported
Stripe Supported
ActiveCampaign Supported
Basecamp Supported
ClickFunnels Supported
Cognito Forms Supported
Google Analytics Supported
Google Calendar Supported
Google Contacts Supported
Keap Supported
MeisterTask Supported
Microsoft OneDrive Supported
Process Street Supported
Slack Supported
Square POS Supported
Stackreaction Supported
TeamOhana Supported
Todoist Supported
WordPress Supported
Wrike Supported
Task Session:

Integrations

PayPal Supported
Stripe Supported
ActiveCampaign Not Supported
Basecamp Not Supported
ClickFunnels Not Supported
Cognito Forms Not Supported
Google Analytics Not Supported
Google Calendar Not Supported
Google Contacts Not Supported
Keap Not Supported
MeisterTask Not Supported
Microsoft OneDrive Not Supported
Process Street Not Supported
Slack Not Supported
Square POS Not Supported
Stackreaction Not Supported
TeamOhana Not Supported
Todoist Not Supported
WordPress Not Supported
Wrike Not Supported
HoneyBook:
Claim HoneyBook and update features and information
Claim HoneyBook and update features and information
Task Session:
Claim Task Session and update features and information
Claim Task Session and update features and information