Our Recommended CRM- Honeybook

March 8, 2021

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It’s no secret that we love Honeybook! We have been very lucky, fortunate and grateful to have Natalie Frank, the rock star behind Honeybook as part of our community and one of educators. Honeybook is by far the easiest, most beautiful, robust CRM that we have ever laid eyes on and it’s the only program we trust here at Evolve!

1 – The App

I had been pining for an app for over a year with my last CRM and sadly never saw one. Being able to step away from the computer, without leaving behind everything that needs to be done, is wonderful. I appreciate the app that Honeybook has so I can quickly respond to AND EASILY follow up with inquiries, start workflows down the pipeline, and more. It seems you need an app these days to really advance your software and Honeybook is definitely doing this right. I find this the most helpful when not in the office. Before Honeybook, I felt I had to wait until I was in front of a computer to type out and finesse a response, but now I can easily reply to my students as soon as I receive their inquiry. This is a feature you absolutely have to see for yourself to appreciate how amazing it is! You can sign up for a free trial with Honeybook to check it out here.

2 – Concierge

When you sign up, you meet your ‘concierge team’. This team helps build your account for you which saves time and the somewhat daunting process of figuring out yet another new system. You send your pricing, itineraries and class information and the concierge team will actually turn them into templates for you to use in the future. You can go in and tweak the templates once they are created as you update things. This is so great for questionnaires that I am constantly tweaking to be able to give my students the best experience. On top of this, they have really helpful webinars available to go over everything and will even set up a live call with you to go over all of the things; I found this incredibly helpful and it was definitely the selling point for me once I saw how seamlessly everything worked all together!

3 – Editing the Workflow

The best part of a CRM program is the automated workflow. When someone fills out an inquiry, a specific response email can be automatically sent. All course itineraries can work together, either private or group. Setting up good workflows is amazing but with other programs, the flow is the flow. With Honeybook, you can go into each course’s workflow and edit or make adjustments (this was HUGE for me!) While most students can enter a workflow seamlessly, every now and then you have something that needs a little extra tweaking. With Honeybook I can open the workflow for each course and remove the pieces I don’t need and even edit the ones I want to use.

4 – Calendar

Since all your bookings will go through Honeybook, their interactive calendar makes it easy for your students to book with you. It’ll then auto-populate all your appointments into your calendar (whichever calendar you use – google, office, outlook or icloud), which means you just need to take one quick glance in ONE place, instead of searching through your emails, Facebook messages, Instagram DMs, and maybe even your text messages. I also love that when an appointment comes in, Honeybook automatically lets me know, and gives me the option to send a confirmation email right away. Plus, it’s so easy for you to go in and book appointments for your students, just in case you do take an appointment through a DM.

5 – Payment

Keeping payments all in one place is a dream with Honeybook, it can take credit cards, e-transfers and even cash/over the phone. You can have payment plans set up, one time payments as well as invoicing. Your students can simply add their information and pay on the spot, they’ll have the option to save this information, making future payments a breeze. There’s also an option for auto-payments, and friendly reminders can be sent out if a payment hasn’t been made. I’ve definitely taken cash and payments over the phone, and I was able to add the payment into Honeybook, keeping everything in one spot. Added bonus: the payments are deposited into my account right away, no waiting for the turnaround timeline of past CRMs. 

6 – Editing Templates

Another place Honeybook really excels is the ease in which you can customize welcome packages, private and group class information, reminders, questionnaires and invoices. With my old CRM I would have to make an entirely new template and workflow if I wanted to make any changes at all. Alternatively, I could go back to my templates and duplicate or edit them, but really hated that I couldn’t just edit them for my current students as I was putting everything together. With Honeybook this is all a seamless process! You can edit as needed, just for that client as you go and this alone has saved me SO many headaches!!

7 – Automation

HoneyBook allows you to run your business on auto-pilot, but still keep all the control! You can make an awesome first impression with potential students by instantly responding to their inquiries. Whenever students submit an inquiry via your contact form, you can set up a workflow to send them an email with your price list attached as well as follow up tasks and additional emails later in the week. In our blog post on Client Communication, we outlined a few communication tricks we use to ensure our community feels in the loop at all times!

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