
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 Feature | ![]() | Honeybook |
---|---|---|
Standard Quote Item | ![]() | ![]() |
Choose One Option | ![]() | ![]() |
Choose Any Option | ![]() | ![]() |
Interactive Client Experience | ![]() | ![]() |
Contracts
Contract Feature | ![]() | Honeybook |
---|---|---|
Tokens | ![]() | ![]() |
Checkboxes | ![]() | ![]() |
Short Text Input | ![]() | ![]() |
Long Text Input | ![]() | ![]() |
Initials | ![]() |
Invoices
Invoice Feature | ![]() | Honeybook |
---|---|---|
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 Questionnaires | ![]() | Honeybook |
---|---|---|
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 Options | ![]() | Honeybook |
---|---|---|
Phone Number | ![]() | ![]() |
Address | ![]() | ![]() |
![]() | ||
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.
Bookkeeping | ![]() | Honeybook |
---|---|---|
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 Feature | ![]() | Honeybook |
---|---|---|
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 Scheduling | ![]() | Honeybook |
---|---|---|
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
Integrations | ![]() | Honeybook |
---|---|---|
Quickbooks | ![]() | ![]() |
Gmail | ![]() | ![]() |
![]() | ![]() | |
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 App | ![]() | Honeybook |
---|---|---|
Push notifications | ![]() | ![]() |
Downloadable app | ![]() | ![]() |
Full Web Page Functionality | ![]() |