This is my first time in Honeybook community, and I’m not surprised to see this many people being as frustrated as me. I’m heavily considering switching crm’s once I reach my off season.
Automations should be so much more customizable than they are. A simple follow-up sequence to an inquiry that hasn’t responded should not be hard to achieve. It seems Honeybook automations are mostly only responsive to contracts being signed or files being finished. My client’s journey with me is a lot longer than paying and invoice and submitting a file.
Follow up automations would be extremely valuable for a few reasons: 1.) I get a lot of inquiries, and it’s difficult to remember to follow up with each of them during busy season. 2.) I get inquires from many different time zone. Automations that are designed to send to a client who didn’t respond to my inquiry response template within 3 days exactly would mean they’d be receiving my follow up at a time they can actually read it and take action (considering someone inquiries during a time of their day the were available to do so.) 3.) Some clients are price-shoppers and don’t book. That’s totally okay, however, my CRM is supposed to make my life easier. I send 3 cold follow up emails, and if none are responded to, I want them archived and out of my pipeline and brain.
Finally, I do a lot for my clients. I have certain email templates that when I send them out, I’d like a task assigned to me. That way when I open up my home screen I can see everything that needs to be done per client within a certain amount of time. Triggering a specific email template to assign a specific task in a clients workspace does NOT feel like rocket science. I’m tired of seeing garbage AI being forcibly integrated into my workflow when what I want is more control of how my business is run when I’m not starting at my computer.
Honeybook, get it together. If automations aren’t updated for these types of flows I will 100% be moving on.
