Based on your preferences & goals,
I recommend Honeybook.
Watch to find out why
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Why?
I recommend HoneyBook in a couple of scenarios:
- Budget is most important to you, and you prefer QBO bookkeeping software.
- You are not very techy and want to keep it simple.
- A website, digital products, email marketing, and blogging are not important to you or in your near-term plans.
In the scenarios above, HoneyBook is a great CRM for a bookkeeping business.
It allows you to:
- Create a quote form (this can replace a website as you get started, or even in its entirety)
- Have automatic email responses after submission of the form
- Scheduler which can replace Calendly
- Send proposals
- Accept e-signatures of contracts
- Accept payments using its own native payment processor. It has a good integration with QBO, but not with Xero. For that reason, I do not recommend HoneyBook to users who do not want to use QBO.
- And more, but if I were just getting started these are the features I would focus on.
Download the full comparison guide of my top 3 recommended softwares
Now that you have my recommendation, get on board with it by comparing the softwares.
I always recommend making your money go the farthest, so after your trial period is up, I recommend paying annual for the maximum subscription savings and referral discounts.
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