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Honcho CRM

by Honcho CRM · Since 2014
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ActiveAvailable globallyCloud
Quick facts
VendorHoncho CRM
Year launched2014
StatusActive
LocationHoncho Headquarters 123 Main Street Anytown, USA
Countries servedGlobal
Languages8
Integrations1+
Free tier
Free trial
Contact sales

About Honcho CRM

Honcho CRM is a CRM software from Honcho CRM that supports customer relationship management. It combines Active Demand Marketing Automation and Sign Up Now features so businesses can manage customer interactions and marketing efforts effectively. This platform helps organizations track leads, automate marketing campaigns, and facilitate customer sign-ups. With its user-friendly interface, teams can access valuable insights and analytics to better understand customer behavior. The software also enables customization to fit specific business needs and workflows. Key capabilities: lead tracking marketing automation customer insights customizable dashboards user-friendly interface Best for: small to medium-sized businesses that need to manage customer relationships and marketing initiatives.

Honcho CRM by Honcho CRM is a customer relationship management solution designed with simplicity, scalability, and small business agility in mind. Its primary purpose is to streamline sales, improve customer engagement, and provide small to medium-sized enterprises with the tools needed to manage contacts, sales pipelines, tasks, and marketing communications in a single unified system. Honcho CRM is particularly focused on eliminating the bloat found in more complex CRMs by delivering core features that are intuitive and powerful. Key features include contact management, deal tracking, email marketing, task automation, and built-in reporting tools. Honcho CRM shines in terms of usability. The user interface is clean, minimal, and purposefully designed to reduce clutter and learning curves. The dashboard offers an at-a-glance view of ongoing deals, recent activity, and performance metrics, and it can be customized to prioritize what's most relevant to each user. Navigation is handled through a simple top and side menu layout, making it easy to switch between modules like Contacts, Deals, Tasks, and Campaigns.

Pros & Cons

What users like
  • +Seamlessly connects marketing automation with CRM functionalities.
  • +Described as an easy-to-use application.
  • +Offers features like visual pipeline, one-click updates, and quick reporting.
  • +Connects with useful apps like Freshbooks, Mailchimp, and Slack via Zapier.
  • +Offers a free solo plan and affordable multi-user options.
What users flag
  • Relies heavily on Zapier for connecting with other applications.
  • The "more" in feature lists lacks specific details.
  • While present, the depth of marketing automation features isn't fully detailed.

Features

Key features

Active Demand Marketing Automation
This feature allows users to automate their marketing efforts to generate and nurture leads proactively. It includes creating campaigns, scheduling timed emails, and tracking lead engagement.
Visual Deal Timeline
This provides a clear graphical representation of the sales process, making it easy to understand the current status of deals and identify potential bottlenecks.
One-Click Deal Pipeline Updates
This streamlines the sales process by allowing users to move deals through the pipeline stages with a single click, improving efficiency and data accuracy.
1-Minute Sales Report Creation
This feature enables users to quickly generate sales reports, likely providing key insights into sales performance without requiring extensive manual data compilation.
Integrated Marketing & Sales Functions
Honcho CRM is specifically designed to connect marketing and sales activities, creating a seamless flow of information and improving overall business alignment.
Zapier Integration
This allows Honcho CRM to connect with numerous other applications like Freshbooks, Mailchimp, and Slack, extending its functionality and integrating it into existing workflows.

Additional features

Lead Management
Enables users to organize, track, and nurture potential customers throughout the sales cycle.
Visual Deal Timeline
Provides a graphical representation of the progress of sales opportunities.
One-Click Deal Pipeline Updates
Allows for quick and easy movement of deals through sales stages.
Sales Team Creation
Enables the formation and management of sales teams within the CRM.
1-Minute Sales Report Creation
Facilitates the rapid generation of sales performance reports.
Easy Data Import
Simplifies the process of bringing existing data into the CRM system.
Google Calendar Sync
Allows for the integration of the user's Google Calendar with the CRM for scheduling.
Email Marketing Automation
Enables the creation and management of automated email campaigns.
Create and Manage Campaigns
Allows users to design and oversee marketing campaigns.
Create Timed Emails
Enables the scheduling of emails to be sent at specific times.
Track Leads by Campaign
Allows users to monitor the effectiveness of marketing campaigns by tracking the leads they generate.
Lead Scoring by Opens, Forwards and Clicks
Assigns scores to leads based on their engagement with emails.
Sync to QuickBooks
Integrates with QuickBooks for seamless financial data management.
Create Product Catalogs & Pricing
Enables the creation and management of product information and pricing.
Easily Create Quotations for Client
Simplifies the process of generating sales quotes for customers.
Clients Sign Off on Quotes
Allows clients to electronically approve sales quotations.
Convert Quotes to Orders and Invoices
Enables the seamless transition of accepted quotes into sales orders and invoices.
Qualify Leads Generated by Campaigns
Provides tools to assess and prioritize leads coming from marketing efforts.
Manage Deals
Allows users to track and manage ongoing sales opportunities.
Add/Edit/Manage Companies
Enables the management of information related to client companies.
Add/Edit/Manage Contacts
Allows for the management of individual contact details within companies.
Setup Roles, Permissions, Teams, Territories
Provides control over user access and the organization of sales efforts.
Create Tasks, Reminders and Appointments
Enables the scheduling and tracking of activities.
Send Email and Make Calls to Contacts and Companies
Facilitates direct communication with clients.
Add Tasks & Reminders (via Google Calendar Integration)
Allows for the creation of tasks and reminders that sync with Google Calendar.
Schedule Appointments (via Google Calendar Integration)
Enables the scheduling of meetings that synchronize with Google Calendar.
Send Email to Clients (via Google Email Integration)
Allows users to send emails to clients directly from the CRM.
Save Digital brochures, presentations and other content
Provides a repository for marketing and sales materials.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Solo

USD 39

Team Player

USD 99

Boss Plan

USD 149

Countries & Languages

Global
Countries served
8
Interface languages
11
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchRussian

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇮🇳INR🇨🇳CNY🇲🇽MXN🇸🇬SGD🇷🇺RUB

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