HoneyBook vs Infor CloudSuite CRM

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Our analysts compared HoneyBook vs Infor CloudSuite CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Infor CloudSuite CRM Software Tool

Product Basics

HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes.

HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. With plans starting at $11.20 per month (billed annually), HoneyBook provides a cost-effective solution for small businesses seeking to enhance their client management capabilities. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners.

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Infor CloudSuite CRM is a cloud-based system that helps companies cater to and understand customers through sales, marketing and customer service activities. It helps with operations and handles outreach. Users can identify opportunities, streamline sales projects, forecast business-related decisions and generate growth with its analytics.

Cloud deployment and ERP integration help implement a strategic approach for maximum business growth.

To explore other popular solutions that Infor offers, visit our Infor company page.
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$11.20 Monthly
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Tailored to your specific needs
$795/User, One-Time
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Tailored to your specific needs
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Windows
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Linux
Android
Chromebook
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Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Improved Productivity: Leverage automation to enhance productivity using custom workflows. Automate emails, tasks and other manual tasks to save time and resources. 
  • Streamlined Invoicing: Create invoices easily and quickly using templates or recently sent ones, fetch information, accept payments on a scheduled or recurring basis and automate discounts and tax calculations. 
  • Smooth Payments: Ensure safe and secure transactions by enabling clients to pay from any device, allowing auto-pay for the future and accepting payments through credit or debit cards and bank transfers. Send automatic payment reminders, receive direct deposits to funds, track payments, manage clients and transactions, and ensure steady cash flow through instant deposits, 24/7. 
  • Customized Workflows: Modify workflows to fit business needs by sending emails and files, creating tasks and getting reminders for due or to-approve tasks. Send stuff to clients either automatically or set for approval. Receive triggers based on client behaviors, dates and other criteria. 
  • Personalized Communications: Reach out to each client with individualized messages. Respond to queries automatically, follow up with marketing materials, link scheduling and questionnaires, and offboard clients with surveys, review requests or simple thank you messages. Access and view communications easily, and never miss out on inquiries or messages. 
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  • Birst Networked BI: The software has dedicated embedded analytics that aid in internal reporting and drive business results. Business intelligence facilitates gathering and distributing information across teams. 
  • Unified View: The platform helps sales, marketing and support teams work hand-in-hand to deliver results. With a cloud environment, users can easily view a customer’s touchpoints, giving access to users across various departments. 
  • On-the-Go Access: Users can access customer data, respond to customers and keep track of employee data via a dedicated mobile application. This helps them stay connected anytime, anywhere. 
  • Better Customer Experiences: The purpose-built CX suite enhances customer engagement and enriches the customer experience to drive profits. Users can integrate customer data across the enterprise to provide consistent, exceptional and personal experiences on any channel across a customer’s lifecycle. 
  • Back Office Integration: The platform takes care of integrated planning, purchase of inventory, sales, marketing, finance, human resources and more. Users can manage and integrate important parts of their business with the help of an ERP integration. 
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  • Online Contracts: Create secure online contracts from scratch or customize pre-built templates by adding legal language and brand-specific format and style. 
    •  Auto-fill contracts with locations, dates, names and more using smart fields. 
    •  Make it easy for clients to sign by highlighting where to sign and allowing all-device access. 
    •  Get legally binding e-signatures and initials on documents, trigger follow-up tasks and get real-time notifications once a client signs. 
  • Small Business Modules: Handles the unique needs of a small business or freelance operation. Customize the interface to incorporate branding. 
    • Invoice: Ensure easy and secure digital payments, access a bank of auto-saved items and create payment schedules and reminders. 
    • Scheduling: Share meeting links, get bookings and send reminders and confirmations. 
    • Proposals: Access contracts, invoices and payments from a single platform. Ensure a quick step-by-step booking process for clients. 
  • Integrations: Access seamless integrations with Gmail, Google Calendar, Zoom, Zapier and QuickBooks, along with any existing tools currently used. 
  • Automation: Automate the most frequently recurring processes and reuse them strategically. Create dynamic, customizable files while adding brand elements. Assign leads to specific staff based on their interest. 
  • Project Management: Organize invoices, contracts and other vital files in a central repository to ensure easy access for team members and clients. 
  • Mobile: Available on Android and iOS, ensures ease of access from anywhere, anytime. Mobile responsive designs provide user-friendly navigation. 
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  • Forecasting: The solution gives proactive alerts to drive accurate forecasts that help in generating business. This also helps users make informed decisions, build an effective team, and choose and manage business territories. 
  • Omni-Channel Campaign Management: This feature enables users to orchestrate a well-constructed customer strategy along with managing campaign outcomes. The software provides advanced campaign workflows, sophisticated email marketing, precise customer targeting and powerful customer insights. 
  • Productivity Monitor: Users can identify opportunities, maximize the impact of each interaction and streamline sales activities. They can monitor their team progress and assign tasks that align goals for everyone. 
  • Data Availability: The system stores and manages leads, opportunities and activities for best business outcomes. Users can maintain full control of all this data and utilize it when and where they need it. 
  • TCO Analysis: Users can estimate and utilize the total cost of ownership, as well as evaluate the use of those services. This can help them understand and strategize their campaign plans for maximum success. 
  • Segmentation: The platform centralizes customer data, improves internal and external communications, and segregates data based on preference of hot and cold leads. 
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Product Ranking

#63

among all
CRM Software

#44

among all
CRM Software

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User Sentiment Summary

Excellent User Sentiment 556 reviews
Good User Sentiment 158 reviews
96%
of users recommend this product

HoneyBook has a 'excellent' User Satisfaction Rating of 96% when considering 556 user reviews from 2 recognized software review sites.

72%
of users recommend this product

Infor CloudSuite CRM has a 'good' User Satisfaction Rating of 72% when considering 158 user reviews from 4 recognized software review sites.

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2.9 (63)
4.84 (529)
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3.6 (24)
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4.1 (55)
4.35 (27)
4.6 (16)

Awards

HoneyBook stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Streamlined Client Onboarding: HoneyBook provides tools like online contracts and invoices, which can simplify the process of bringing on new clients and getting them set up to work with you.
Project Management Features: HoneyBook helps you stay organized by allowing you to manage projects, track tasks, and communicate with clients all in one place.
Payment Processing: HoneyBook allows you to accept payments from clients directly through the platform, which can save you time and hassle.
Automation Capabilities: HoneyBook offers automation features that can help you save time on repetitive tasks, such as sending follow-up emails or scheduling appointments.
Client Communication Tools: HoneyBook provides a centralized location for all client communication, making it easy to keep track of conversations and ensure that everyone is on the same page.
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User-Friendly Interface: Users praise Infor CloudSuite CRM for its intuitive design and ease of use, making it simple for teams to quickly adopt and navigate the system.
Robust Reporting and Analytics: The platform offers powerful reporting and analytics features that provide valuable insights into customer data, enabling businesses to make informed decisions and track key performance indicators.
Seamless Integrations: Infor CloudSuite CRM integrates smoothly with other business applications, streamlining workflows and improving efficiency by eliminating data silos.
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Limited Customization: Users express frustration with the platform's rigidity, particularly in areas like invoice customization and workflow automation. The available options often fall short of accommodating diverse business needs, leading to workarounds and inefficiencies.
Mobile App Shortcomings: The mobile app receives criticism for its limited functionality and clunky interface. Users find it cumbersome to perform tasks efficiently on mobile devices, hindering on-the-go productivity.
Learning Curve and Complexity: Navigating the platform's features and interface can be challenging for new users. The learning curve can be steep, requiring significant time investment to master the system effectively.
Customer Support Concerns: Some users report difficulties in obtaining timely and effective support from HoneyBook's customer service team. Delays in response and resolution times can impact user experience and business operations.
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Reporting limitations: Users have reported difficulties in creating custom reports and extracting specific data, making it challenging to gain comprehensive insights from the CRM.
Complex customization: Tailoring the system to specific business needs can be cumbersome and may require extensive technical expertise, leading to increased implementation time and costs.
Occasional performance issues: Some users have experienced slow loading times and system lags, particularly when dealing with large datasets or complex operations, impacting productivity and user satisfaction.
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Looking for the bee's knees of client management software? HoneyBook might just be the sweet spot for your small business needs. User reviews from the past year highlight its user-friendly interface as a major draw, making it a breeze for even tech novices to navigate the platform and get up and running quickly. HoneyBook also offers a comprehensive suite of features, including project management, invoicing, and contract creation, all bundled into one convenient package. This eliminates the need for juggling multiple software subscriptions, saving you time and money. Plus, HoneyBook plays well with others, integrating seamlessly with popular tools like QuickBooks and Google Calendar, further streamlining your workflow. However, no software is without its imperfections. Some users have noted that HoneyBook's reporting capabilities are somewhat limited, lacking the depth and customization options found in more robust CRM platforms like Salesforce. Additionally, while HoneyBook offers a range of templates for invoices, contracts, and proposals, the design customization options can feel restrictive for businesses with specific branding requirements. Despite these minor drawbacks, HoneyBook's ease of use, affordability, and comprehensive features make it a top contender for solopreneurs and small businesses, especially those in creative fields like photography, event planning, and design. HoneyBook's client-centric approach, with features like online booking, automated workflows, and integrated payments, allows you to focus on what you do best – serving your clients and growing your business – without getting bogged down in administrative tasks. So, if you're a small business owner looking for a user-friendly, all-in-one solution to manage your client relationships, HoneyBook is definitely worth considering. Just keep in mind that the software landscape is constantly evolving, so it's always a good idea to check for the latest updates and offerings before making a decision.

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Recent user reviews suggest the answer is a mixed bag. While users appreciate the comprehensive, all-in-one nature of the platform, particularly its ability to centralize customer interactions and provide a 360-degree view of customer data, there are some notable drawbacks. For instance, users have reported frequent errors and instances of missing data, which can be a major headache for businesses that rely on accurate information for decision-making. One user praised Infor CloudSuite CRM's analytics, stating they are "really telling" and help them target prospects effectively. However, another user criticized the platform's outdated user interface and slow performance, finding it "a bit old-fashioned" and potentially off-putting for first-time users. This contrast highlights a key takeaway from user reviews: Infor CloudSuite CRM's strengths lie in its functionality and data insights, but its user experience might leave something to be desired. Ultimately, Infor CloudSuite CRM seems best suited for businesses that prioritize a comprehensive feature set and robust analytics over a sleek and modern user interface. However, companies with a low tolerance for technical glitches and those who value a seamless user experience might want to explore alternative CRM solutions like Salesforce or Microsoft Dynamics 365.

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