17hats member using the 17hats platform on her computer

Finding the right CRM and business management software is one of the most crucial steps toward the long-term success of your business. Though 17hats and Honeybook share many similarities when compared, they are very different in nature. Below, you’ll see a breakdown of 7 key factors and features to consider when evaluating the differences between Honeybook and 17hats.

Documents: Quotes/Contracts/Invoicing

In the realm of quotes, contracts, and invoices, 17hats and Honeybook are quite similar, with Honeybook excelling in document aesthetics while 17hats offers a more professional approach that relies on global settings for consistency. Both platforms perform well in this category, with slight differences in features like questionnaires and contract initials.

Quotes
Quote Feature17hats logoHoneybook
Standard Quote Item
Choose One Option
Choose Any Option
Interactive Client Experience
Contracts
Contract Feature17hats logoHoneybook
Tokens
Checkboxes
Short Text Input
Long Text Input
Initials
Invoices
Invoice Feature17hats logoHoneybook
Online Payments
Recurring Invoice
Payment Schedule
Saved Card Data
Automatic Payments
Tipping / Gratuity

Questionnaires – Question Types

Questionnaires are essential in business as they allow you to gain insights and find solutions by asking the right questions; platforms like 17hats excel in this regard, offering a well-styled and interactive questionnaire with if/then logic for a better client experience.

Question Types for Questionnaires17hats logoHoneybook
Short Answer
Long Answer
Yes/No
Choose From a List (Radio Buttons)
Checkboxes
Date
Related Contact
File Upload
If/Then Logic (Branch Questions)

Question Mapping Options

Mapping options in your CRM involves training the system to understand and relate specific client information. 17hats excels in understanding client needs and allowing for the quick and easy creation of custom fields for personalized and automated client experiences, while Honeybook focuses more on budget and project type mapping.

Question Mapping Options17hats logoHoneybook
Phone Number
Address
Email
Contact Name
Contact Title
Company Name
Website
Budget
Person Referred by
Date
Guests
Facebook Username
LinkedIn Username
Twitter Username
Instagram Username
Project Notes
Project Type
Related Contact
[Anything You Would Like Via Custom Field Mapping]

Bookkeeping Features

Both 17hats and Honeybook offer comprehensive bookkeeping features, including Profit & Loss, Sales Tax Report, Upcoming Receivables Report, and more, with 17hats providing a more in-depth Profit & Loss Statement and better quick select options for business owners. 17hats also offers visual reporting references for upcoming 30-day increments, aiding in future planning, while Honeybook has a “next week” option in its reporting functionality.

Bookkeeping17hats logoHoneybook
Profit & Loss
Sales Tax Report
Upcoming Receivables Report
Aged Receivables Report
Client Sales Report
Product Sales Report
Add expense
Add Income
Quickbooks Integration
Link to bank account(s)
Custom transaction categories
Import transactions
Export transactions
Visual reporting references for upcoming and aged receivables

Workflows & Automation Features

Both 17hats and Honeybook offer workflows and automation capabilities, but 17hats takes the lead with its ability to trigger a workflow from other workflows, change calendars, archive projects, add or remove tags, and assign tasks to specific team members, providing more extensive customization and automation options for a better client experience.

Workflow Feature17hats logoHoneybook
Create a To-Do Task
Send an Email
Send a Questionnaires
Send a Quote
Send a Contract
Send an Invoice
Start a Workflow
Change Calendar
Archive the Project
Add/Remove Tags
Pause the Workflow
Assign workflow tasks to a specific team member

Online Scheduling Feature

When it comes to online scheduling for solopreneurs, 17hats outshines Honeybook. 17hats has an in-house built online booking feature that offers better updates, internal integration with contacts, projects, and workflows, various payment options, the ability to ask additional questions, and superior automation – making it the best platform for scheduling appointments online.

Online Scheduling17hats logoHoneybook
Service name & description
In Person, Phone call, or Zoom Call Scheduling
Pay in full, fixed amount, or percentage to book
Custom service timeframe
Multiple Email Reminders
Availability Buffers
Minimum notice for booking
Incremental start times
Name, email, and phone number required to book
Long comment box available
Ability to ask/require additional questions
Post booking message
Confirmation page & email
Rescheduling & Cancellations
Custom availability
Terms of service
Contact & Project tags
Add to the last project (if available)
The choice to create a new project, add to originating
project, or update the project date to the booking time
Require approval to confirm
Calendar selection
Ability to start a workflow once confirmed
Scheduling website embed
Multiple services with a single availability
The ability for a business or client to select a team
member(s) available for booking
Add custom header/logo
Cross check calendar(s)
Override selected availability schedules
Option to limit the number of bookings per day or week
Schedule one-time meeting
Repeat availability time slots every week on the same day
Repeat availability time slots every 2 or 3 weeks
or on a select day every month
Repeat availability time slots on a select day of a select week
every month (e.g., the third Thursday of every month)
End repeating rule after “x” occurrences or on a specific day
Add multiple rules to a single calendar

Integrations

Integrations17hats logoHoneybook
Quickbooks
Gmail
Facebook
Zapier
Zoom
N-VU
Fundy
ProSelect
ShootProof

Mobile App

Both 17hats and Honeybook offer mobile apps with push notifications and downloadable functionality, but 17hats stands out with full web page functionality, allowing users to perform all desktop tasks on their mobile devices, making it the more robust and flexible option for working from anywhere.

Mobile App17hats logoHoneybook
Push notifications
Downloadable app
Full Web Page Functionality