17Hats Vs. HoneyBook: Why 17Hats is Superior

September 20, 2023

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Are you in search of the perfect CRM solution for your business needs? Look no further! In this blog post, we’re going to delve into the reasons why I believe 17Hats is a superior choice compared to HoneyBook. As an online business manager who’s passionate about efficient workflows and automation, I’ve extensively used both CRMs and can confidently say that 17Hats offers more robust features and a better overall customer experience.

1. 17Hats has More Features than HoneyBook

When it comes to features, 17Hats takes the lead. While HoneyBook may appear visually appealing, it falls short in terms of functionality. 17Hats offers a wide range of features that can significantly streamline your business operations. It’s not just about looks; it’s about what you can accomplish with the CRM. Let’s explore some of the features that set 17Hats apart:

2. Start Workflows Based on Lead Capture Form Responses

One standout feature of 17Hats is its ability to initiate automated workflows based on responses from lead capture forms. This feature is incredibly valuable for tailoring your interactions with potential clients. For example, if you’re a photographer, you can ask prospects if they’re interested in portrait sessions, family sessions, or weddings. Depending on their response, 17Hats can automatically trigger a workflow specific to their needs. This level of customization ensures you’re providing relevant information to your leads, saving both their time and yours.

On the other hand, HoneyBook lacks this functionality, forcing you to manually intervene in the workflow process, which can be time-consuming and prone to errors.

3. The 17Hats Customer Experience is Superior

Providing an exceptional customer experience is crucial for any business. Unfortunately, HoneyBook falls short in this department, particularly from the client’s perspective. With HoneyBook, clients often encounter frustrating hurdles, such as needing to enter verification codes each time they want to access a file. This friction can negatively impact their overall experience.

In contrast, 17Hats offers a smoother client experience by providing secure links for file access. It’s a small detail, but it can make a world of difference in terms of user satisfaction.

4. More Workflow Automation Features than HoneyBook

Workflow automation is at the heart of any CRM system, and 17Hats excels in this area. It allows you to automate your processes based on specific steps or actions. For instance, you can set up a series of questionnaires and determine what happens next based on the client’s responses.

However, HoneyBook falls short in this aspect. It limits you to triggering actions solely based on questionnaire completion, rather than offering the flexibility to respond to various steps in your workflow. This limitation can hinder your ability to customize your client interactions effectively.

5. Branch Questions in Questionnaires

Branch questions within questionnaires are a game-changer when it comes to personalizing your client interactions. 17Hats allows you to present clients with follow-up questions based on their previous responses. For example, you can inquire if clients sell products on their website. Depending on their answer (yes or no), you can present them with the relevant follow-up questions. This level of customization ensures that you’re gathering the necessary information without overwhelming your clients with irrelevant queries.

Regrettably, HoneyBook lacks this feature, forcing you to include all questions in the questionnaire, even if they may not apply to every client.

6. Start Workflows and Take Payments with the Scheduler

Scheduling meetings and accepting payments seamlessly is another area where 17Hats outshines HoneyBook. While HoneyBook offers a user-friendly interface for scheduling, it lacks the capability to integrate payments and initiate workflows simultaneously.

With 17Hats, you can not only schedule meetings but also collect payments and trigger automated workflows based on the booking. This feature is invaluable for businesses that offer paid services, such as coaching, photography sessions, or website development. Clients can book, pay, and start their journey with your business without any manual intervention, providing a frictionless experience.

In conclusion, while HoneyBook may have its visual appeal, 17Hats surpasses it in terms of features, customization, and overall user experience. If you’re looking for a CRM that empowers you to automate your workflows, provide tailored client interactions, and streamline your business operations, 17Hats is the superior choice.

If you’re interested in exploring 17Hats further or need assistance with its setup, feel free to reach out to me. I’m here to help you make the most of this powerful CRM.

Ready to get set up your CRM set up? Book a Free Consultation with me!

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