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Ratings and Reviews 16 Ratings

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What is Indy?

Indy is a comprehensive management software designed for freelancers, enabling them to effortlessly manage everything from invoicing to project proposals. By simplifying time management and organizational tasks, Indy allows users to concentrate on their core work. The platform features an array of templates for contracts, proposals, and forms, which facilitate easier client acquisition. With its task tracking system, users can allocate tasks to designated projects or categories efficiently. The integrated time tracker helps users log and organize their time spent on various tasks, making it simpler to juggle multiple projects and generate invoices. When payment time arrives, Indy can create detailed invoices for clients, ensuring a smooth transaction process. Clients can feel secure knowing that Indy supports leading payment options like PayPal and Zelle. Additionally, Indy boasts versatility and can seamlessly integrate with other tools, including Profiles, Drive, and Client Contacts, enhancing its overall functionality for freelancers. This makes it an indispensable resource for managing a freelance business effectively.

What is HoneyBook?

HoneyBook simplifies the process for solo entrepreneurs to interact with their clients, oversee projects, and receive payments seamlessly within a single platform. By utilizing our business management software, you can streamline your administrative tasks and keep track of your responsibilities, ultimately conserving both time and financial resources to foster your business growth. It functions much like a personal assistant dedicated to your needs. Equipped with features such as proposals, invoices, contracts, payment processing, and scheduling, HoneyBook provides all the essential tools required to ensure your clients have a remarkable experience. In doing so, it empowers you to focus on what truly matters—building lasting relationships with your customers.

Media

Media

Integrations Supported

Google Calendar
Zapier
AWeber
ActiveCampaign
Agile CRM
Facebook
Google Analytics
Google Docs
HubSpot CRM
HubSpot Customer Platform
Keap
Kit
PayPal
QuickBooks Online Advanced
Shopify
Square POS
Square for Retail
Stackreaction
Teamwork.com
Wufoo

Integrations Supported

Google Calendar
Zapier
AWeber
ActiveCampaign
Agile CRM
Facebook
Google Analytics
Google Docs
HubSpot CRM
HubSpot Customer Platform
Keap
Kit
PayPal
QuickBooks Online Advanced
Shopify
Square POS
Square for Retail
Stackreaction
Teamwork.com
Wufoo

API Availability

Has API

API Availability

Has API

Pricing Information

$12 month/user
Free Trial Offered?
Free Version

Pricing Information

$19 monthly ($16 annually)
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Indy

Date Founded

2016

Company Location

United States

Company Website

weareindy.com

Company Facts

Organization Name

HoneyBook

Date Founded

2013

Company Location

United States

Company Website

www.honeybook.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

RFP

Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Bookkeeping

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Coaching

Appointment Scheduling
Billing & Invoicing
Business Coaching
Client Management
Goal Setting / Tracking
Life Coaching
Mentor/Coach Matching
Program Management
Progress Tracking
Sport Coaching

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Event Booking

Attendee Management
Confirmation/Reminders
Discount/Coupon Management
Event Calendar
Marketing Management
Online Payments
Online Registration
Social Media Promotion
Wait List Management
Website Management

Event Management

Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties

Florist

Automated Card Printing
Customer Account Profiles
Delivery Tracking
Order Management
Production Tracking
Stem Counting

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Personal Trainer

Appointment Scheduling
Assessments
Attendance Tracking
Billing & Invoicing
Certification Tracking
Client Management
Commission Management
Exercise Library
Fitness Assessments
Fitness Plan
Nutrition Program
Online Store
Payment Processing
Wellness Plans
eCommerce

Photography Studio

Appointment Scheduling
Billing & Invoicing
Client Management
Contract Management
Event Management
Marketing Management
Order Management
Project Management
Proposal Management

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Tutoring

Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports

Venue Management

Attendee Management
Billing & Invoicing
Contract Management
Customer Management
Event Management
Food & Beverage Management
Multi-Facility
Reservations Management
Resource Booking
Sales Management
Staff Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Yoga Studio

Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management

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