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HoneyBook vs Agile CRM: Best CRM Tool in 2026?

執筆者 | Last updated Aug 7, 2026

勝者
ハニーブック
3.2
  • Invoices, Contracts & Payments
  • ブランド化されたクライアントポータル
  • AIライティング アシスタント
  • iOS & アンドロイド モバイルアプリ
  • Googleカレンダーとの連携
  • 無料トライアルあり
  • 有料プランは月額29ドルから
準優勝
アジャイルCRM
2.8
  • 最大10ユーザーまで無料プラン
  • Sales, Marketing & Helpdesk
  • ドラッグ&ドロップワークフロー ビルダー
  • Built-in Telephony & Email
  • Sales Gamification Leaderboards
  • ランディングページとウェブフォーム
  • Paid Plans from $8.99

⚡ 簡単な評価:

  • 価格: HoneyBook starts at $29/month. Agile CRM has a free version and paid plans from $8.99.
  • 最適な用途: HoneyBook suits service フリーランサー who send proposals, contracts and invoices. Agile CRM suits small and medium businesses running sales and marketing オートメーション.
  • 主な違い: HoneyBook handles client projects and online payments. Agile CRM is a classic all in one CRM with a sales pipeline and helpdesk.
  • 私たちのおすすめ: HoneyBook, because its client portal and payment tools cover the full booking-to-paid workflow.
HoneyBook vs Agile CRM Comparison

These two tools both call themselves a CRM.

They are built for very different jobs.

HoneyBook wants to book clients and collect payments.

Agile CRM wants to score leads and close deals.

Picking the wrong one costs you months of setup.

Here is how each platform actually works.

概要

This HoneyBook vs Agile CRM comparison covers pricing, features and ease of use.

We reviewed documentation, pricing pages and G2 reviews for both.

弊社のライター陣は、各プラットフォームを実際に操作して検証しました。

それらのメモは、以下の「チームが気づいたこと」のセクションに記載されています。

By the end you will know which crm software fits your 仕事.

HoneyBookとは何ですか?

HoneyBookはAIを搭載した 仕事 management platform for service-based freelancers.

It is built for independent service businesses that bill by the project.

The tool helps small businesses book more clients and get paid faster.

You get invoices, contracts, scheduling, automations, forms and payments in one place.

The goal is to kill the admin sprawl of five separate free tools.

Clients can review a proposal, sign it and pay inside a single interactive file.

Honeybookホームページ

Here is a walkthrough of how the platform handles a real project.

HoneyBook CRMの正直なレビュー - 使用前にご覧ください

🏆 Winner: HoneyBook

⭐ 3.2/5 | 💰 月額29ドルから

Send branded proposals, contracts and invoices from one file. Clients sign and pay without leaving the page. Free to try before you commit.

HoneyBookの価格設定

HoneyBook costs $29 per month on the entry plan. There are three tiers and no setup fee.

プラン価格最適な用途
スターター月額29ドルSolo freelancers sending a few proposals
必需品月額49ドルBusy businesses that need オートメーション
プレミアム月額109ドルSmall teams with employees and priority support

Pricing verified August 2026.

Honeybookの価格

無料トライアル: Yes. Hit start free trial on the pricing page to test the platform before billing begins.

返金保証: HoneyBook offers a satisfaction refund window on new annual purchases. Check the current terms at checkout.

📌 注記: Payment processing is billed separately from your plan. Clients can pay by credit card, ACH transfer, Apple Pay or Google Pay.

⚠️ Pricing conflict flagged: Our research notes list HoneyBook plans from $36/month and an Unlimited Annual plan at $390 per year, with a promo code cutting the first year to $195. Our verified data shows $29, $49 and $109 per month. Confirm the current honeybook cost on the checkout page before you buy.

HoneyBookの主なメリット

Here is what makes HoneyBook worth a look:

  • One interactive file: Clients review, sign contracts and pay invoices in the same place. No chasing signatures across three apps.
  • Branded client portal: You can customize the portal so clients access contracts, files and brochures under your own brand.
  • AIライティングアシスタント: It summarizes project histories or drafts a personalized reply. Useful when you need to respond fast.
  • Inquiry forms that create projects: Integrated inquiry forms turn new inquiries into projects automatically.
  • Email templates and questionnaires: Save reusable email templates and send questionnaires to gather client details mid-project.
  • Mobile app on both stores: HoneyBook runs on iOS and Android, so you can manage a project from a client ミーティング.
  • Works with your stack: It syncs with Google Calendar and other tools you already use.
Honeybookの主なメリット

私たちのチームが気づいたこと

私たちの 作家 signed up for HoneyBook and ran two client projects through it end to end. Here is what stood out from that hands-on time:

Honeybookの個人的な体験

HoneyBookの長所と短所

✅ メリット
  • Contracts, invoices and online payments live in one interactive file
  • Customizable client portal keeps every project document in one spot
  • AI Writing Assistant drafts client emails and project summaries
  • Mobile app for iOS and Android handles work away from the desk
  • Clients can pay by card, ACH transfer, Apple Pay or Google Pay
❌ デメリット
  • No free version once the trial period ends
  • Payment processing fees are charged on top of the monthly price
  • Thin sales forecasting and pipeline reporting compared to a true crm system
  • Built for service work, so ecommerce teams will find gaps

Agile CRM とは何ですか?

Agile CRM is a cloud-based, all in one CRM for small and medium businesses.

It joins sales, marketing and customer service in one interface.

The company has been in operation since 2013.

It is trusted by over 15,000 customers and has offices in インド そしてフィリピン。

G2 Crowd has recognised it as a leader in its market.

その ピッチ is simple. One system instead of three, with no data silos.

アジャイルCRMホームページ

This video walks through the dashboard and the deal pipeline.

Agile CRMの正直なレビュー - 使用前にご覧ください

🥈 Runner Up: Agile CRM

⭐ 2.8/5 | 💰 From $8.99

Sales pipeline, marketing automation and helpdesk in one tool. The free version covers up to 10 users at a great price.

Agile CRMの価格

Agile CRM offers four tiers, priced per user. A free plan covers up to 10 users.

プラン価格最適な用途
無料無料Up to 10 users testing contact management
スターター$8.99Solo sellers who need a sales pipeline
通常$29.99Growing marketing teams and sales teams
企業$47.99Larger businesses needing custom fields and analytics

Pricing verified August 2026.

Agile CRMの価格

無料トライアル: Not needed. The free version is permanent for up to 10 users, so it doubles as an extended trial.

返金保証: No published refund policy. Start on the free tier and upgrade only once the sales process fits.

📌 注記: Prices are per user per month. Ten seats on Regular means ten times $29.99, so the money adds up faster than the headline price suggests.

⚠️ 警告: Some G2 reviewers report billing and cancellation friction. Read the terms before you move a whole sales team onto a paid tier.

アジャイルCRMの主なメリット

Here is where this crm software earns its keep:

  • 360-degree contact management: The contact record shows every customer interaction in one view. That keeps customer data out of spreadsheets.
  • Marketing automation at scale: Drag-and-drop workflow building lets you create campaigns without a developer.
  • Sales automation and gamification: Leaderboards and badges push a sales team to compete on deals closed.
  • Helpdesk built in: Ticketing handles customer queries without buying a second tool.
  • Web engagement tracking: Landing pages and web forms show which pages visitors touch before they convert.
  • 内蔵電話機能: Calls and email marketing run from the same screen as the deal record.
  • Calendar booking: Leads book meetings straight onto your calendar, syncing with Google Calendar or Outlook.
アジャイルCRMの主なメリット

私たちのチームが気づいたこと

Our writer set up a full sales pipeline in Agile CRM and imported a test contact list. Here is what that hands-on time turned up:

アジャイルCRMの個人的経験

The same walkthrough is recorded below if you prefer to watch it.

Agile CRMの正直なレビュー - 使用前にご覧ください

アジャイルCRMのメリットとデメリット

✅ メリット
  • Free plan for up to 10 users is rare in this category
  • Sales, marketing and service run from a single platform
  • Drag-and-drop builder makes workflow creation easy
  • リーダーボードとバッジを活用した販売促進のためのゲーム化
  • Paid plans start at a great price for small businesses
❌ デメリット
  • G2 reviews report email deliverability dropping sharply over recent months
  • Support quality is inconsistent, with some tickets taking two weeks
  • Reporting tools are described as poorly configured by reviewers
  • Limited custom fields and data mapping for larger enterprise needs

機能比較

These two platforms overlap on contacts and email, then split apart fast. We compared eleven areas that decide which tool fits your business.

特徴ハニーブックアジャイルCRM
開始価格月額29ドル$8.99
無料版✅ (10 users)
クライアントポータル
Invoices & Online Payments
オンライン契約
Sales Pipeline & Forecasting基本
マーケティングオートメーション基本
ヘルプデスク/チケット管理
ランディングページ
モバイルアプリ✅ iOS & Android
最適な用途Service freelancers billing per projectSmall and medium businesses running sales

1. 連絡先管理

ハニーブック: Contacts sit inside projects rather than in a standalone database. You see the client, the files attached and every payment on one screen. It works well for a short client list.

アジャイルCRM: The contact record gives a 360-degree view of every customer interaction. Tags, notes and call logs all attach to the same profile. This is proper contact management for a growing list.

アジャイルCRMコンタクト管理

2. Company and Account Records

ハニーブック: There is no separate company object. A business client is just another contact on a project. Agencies juggling several stakeholders per account will feel that gap.

アジャイルCRM: Companies are their own records, with contacts rolled underneath them. That structure matters once you sell to organisations with multiple employees involved in a purchase.

アジャイルCRM企業管理

3. Projects, Deals and Pipeline

ハニーブック: You organise projects by name, date, type, stage and status. It reads like a delivery board, not a revenue forecast. Great for tracking work, thin for sales forecasting.

アジャイルCRM: The visual sales pipeline tracks deals by value and stage. Milestones, weighted totals and revenue generated per stage are all built in.

アジャイルCRM取引管理

⚠️ 警告: If you need a weighted pipeline forecast, HoneyBook will not give you one. That is the single biggest gap between these two products.

4. Invoices and Online Payments

ハニーブック: You create and send professional invoices, then clients pay by card, ACH transfer, Apple Pay or Google Pay. Payment is direct, fast and digital.

Honeybookオンライン請求書

アジャイルCRM: There is no native invoicing or payment collection. You send deals to an 会計 tool through integrations, which adds a step to billing.

Here is how HoneyBook’s payment tool handles the collection step.

Honeybookオンライン決済ツール

5. Contracts and Proposals

ハニーブック: Online contracts are ready to sign in the browser. A single interactive file can carry the proposal, the contract and the invoice together.

Honeybookオンライン契約

アジャイルCRM: Proposals live as documents attached to a deal. There is no e-signature step, so contracts move to a third-party tool.

6. Email Templates and Client Communication

ハニーブック: Saved email templates plug into workflows so you communicate without rewriting the same emails. Questionnaires and brochures let you present packages clearly.

Honeybookテンプレート

アジャイルCRM: Templates target campaigns rather than one client. The builder is simple to use, though reviewers call it inflexible once you step outside its parameters.

アジャイルCRM:ウェブサイト訪問者を引き付けるためのウェブルール

7. スケジュールとカレンダー

ハニーブック: Clients pick a slot from your availability and the session lands on your calendar. It syncs with Google Calendar, which suits anyone meeting clients in person.

Honeybookオンラインスケジュール

アジャイルCRM: Leads book meetings directly on your online calendar, syncing with Google Calendar or Outlook. The booking page is aimed at inbound leads rather than existing clients.

アジャイルCRMオンラインカレンダー

8. Workflow and Sales Automation

ハニーブック: Automations chase unsigned contracts and unpaid invoices for you. They also stop clients getting the same emails twice, which cuts real busywork.

Honeybookオートメーション

アジャイルCRM: Sales automation covers follow-ups, lead scoring and data entry. The drag-and-drop canvas makes workflow creation easy without code.

セールスオートメーション

9. Marketing Automation and Email Marketing

ハニーブック: Marketing services cover simple client campaigns and follow-up sequences. There are no landing pages and no lead scoring, so demand generation stays elsewhere.

ハニーブック・マーケティング・サービス

アジャイルCRM: This is the stronger side. Email marketing supports A/B testing and personalisation, and multi-channel campaigns reach email, mobile and social channels like LinkedIn.

中小企業向けマーケティングオートメーション

⚠️ 警告: Several G2 reviewers report that Agile CRM’s email delivery rate has fallen sharply, with sending failing for weeks at a time. Test deliverability on the free version first.

10. AI, Reports and Analytics

ハニーブック: The AI Writing Assistant summarises project histories and drafts personalised replies. Reporting stays basic and focuses on booked revenue rather than deep analytics.

Honeybook Business AI

アジャイルCRM: Reports cover pipeline, campaigns and activity, and the roadmap points toward AI agents for lead scoring and predictive analytics. Reviewers still call the current reporting weak.

アジャイルCRMレポート&アナリティクス

11. Integrations and Customer Support Tools

ハニーブック: Integrations connect the tools you already use, including Google Calendar and 会計 apps. There is no helpdesk, so customer queries stay in your 受信トレイ.

Honeybookとの連携

アジャイルCRM: Third-party integrations extend the platform, and the built-in helpdesk automates ticketing. A knowledge base lets customers search for answers before they contact you.

アジャイルCRMワークフローは、顧客サポートの管理に役立ちます。

12. 価格設定とコスト

料金プランを並べて比較してみましょう。

ティアハニーブックアジャイルCRM
無料無料(最大10ユーザーまで)
エントリスタータープラン — 月額29ドルStarter — $8.99
基本プラン — 月額49ドルRegular — $29.99
トッププレミアムプラン — 月額109ドルEnterprise — $47.99

ハニーブック: Pricing is per account, not per user, so a two-person studio pays the same $29 as a solo writer. Payment processing fees sit on top of that.

アジャイルCRM: Pricing is per user. The $8.99 starter looks cheap until you multiply it by a five-person team, and the free version caps out at 10 users.

💡 Cost tip: One HoneyBook seat at $29 beats four Agile CRM seats at $8.99. Count heads before you compare the headline price.

さまざまなシナリオ

必要な場合は選ぶなぜ
Zero budget to startアジャイルCRMFree version covers 10 users
Contracts and online paymentsハニーブックSign and pay in one file
売上予測アジャイルCRMWeighted deal pipeline
A branded client portalハニーブックClients access files under your brand
Helpdesk for customer queriesアジャイルCRMTicketing and knowledge base built in
Easy implementation soloハニーブックLive in an afternoon

💰 あなたの予算

Agile CRM wins on raw price with a free tier and $8.99 entry plan. HoneyBook costs more upfront but replaces your invoicing tool, so compare total spend rather than line items.

🔌 あなたの技術スタック

Both connect to Google Calendar and common apps. If you already run an ecommerce crm or a separate accounting tool, Agile CRM slots in beside them more naturally.

📝 販売プロセス

Project work that starts with client inquiries points to HoneyBook. Outbound selling with lead scoring and sales enablement points to Agile CRM.

🎓 あなたの経験レベル

HoneyBook asks almost nothing of a first-time user. Agile CRM has more knobs, including custom fields and multi-step campaigns, and takes longer to configure properly.

🆓 無料トライアルとデモ

Both are free to try, and free trials are the cheapest way to settle this. Load ten real contacts into each and send one campaign.

🛟 サポートオプション

G2 reviews for Agile CRM split hard here. Some reviewers praise great support, while others report bug fixes taking two weeks and inconsistent answers between agents.

切り替えガイド

Already on one of these? Here is what changes when you move.

🔄 Switching from HoneyBook to Agile CRM?

✅ 得られるもの:

  • A weighted sales pipeline with deal stages and forecasting
  • Helpdesk ticketing and a knowledge base for customer queries
  • Landing pages, web forms and lead scoring for marketing teams

❌ 失うもの:

  • Online contracts with e-signature
  • Native invoices and client payments
  • The branded client portal and project files hub

📋切​​り替え方法:

  1. Export contacts and project data from HoneyBook as CSV
  2. Open the free Agile CRM account and map your custom fields
  3. Add a separate invoicing tool before you cancel HoneyBook billing
🔄 Switching from Agile CRM to HoneyBook?

✅ 得られるもの:

  • Contracts, invoices and online payments in one interactive file
  • A client portal you can customize with your own brand
  • An AI Writing Assistant for client emails and project recaps

❌ 失うもの:

  • The free version for up to 10 users
  • Deal pipeline reporting and sales gamification
  • Built-in telephony and helpdesk ticketing

📋切​​り替え方法:

  1. Export your contacts and open deals from Agile CRM
  2. Create the HoneyBook account and import the contact file
  3. Rebuild your top three email templates, then move live projects across

私たちのレビューで取り上げられなかったこと

This comparison focused on solo operators and small teams. We did not test bulk data migration, API access or how either platform handles a 50-seat rollout. Deliverability was assessed from reviewer reports rather than a controlled sending study. Our notes reflect the August 2026 versions, and both products keep shipping changes.

最終評決

カテゴリ勝者
💰価格アジャイルCRM
🚀 Client Managementハニーブック
💳 Invoices & Paymentsハニーブック
📈 セールスパイプラインアジャイルCRM
📣 マーケティングオートメーションアジャイルCRM
👶 使いやすさハニーブック
🔌 連携機能ネクタイ
🛟 Support Reliabilityハニーブック
🏆総合優勝ハニーブック

🏆 WINNER: HONEYBOOK

HoneyBook wins 4 of 8 categories, with one tie and three going to Agile CRM.

最適な用途: Freelance service work, client onboarding, contracts and getting paid on time

These are not really rivals. HoneyBook manages the client relationship after someone says yes.

Agile CRM manages the sales process before that point, plus the marketing that feeds it.

Agile CRM is the better pick if you run outbound campaigns and need pipeline analytics at a low price per user.

HoneyBook takes the overall win because most service businesses lose money on admin, not on lead scoring. Contracts, invoices and payments in one file solve that directly.

Reviewers who love HoneyBook keep pointing at that single file. Many say they would recommend HoneyBook to a friend running the same kind of business.

HoneyBookの比較をもっと見る

Here is how HoneyBook lines up against other client management tools. It is most often weighed against Dubsado, another CRM popular with business owners, and both offer free trials before you commit.

2026年最高のCRMソフトウェアは?Notion vs Airtable vs Folk vs Copper vs Pipedrive vs HubSpot vs Salesforce

HoneyBook対 キープ

HoneyBookが優れている点: Faster setup for a solo business, cleaner client-facing files, lower entry price

キープの勝利条件: Deeper campaign branching, native 文章 message marketing, stronger lead capture

HoneyBook vs HubSpot

HoneyBookが優れている点: Built-in payments, e-signature contracts, per-account rather than per-seat billing

HubSpotが優れている点: Reporting depth, a huge app marketplace, room to grow into enterprise use

HoneyBook対 クリックアップ

HoneyBookが優れている点: Client-facing proposals, invoicing, a portal clients can actually use

ClickUpが優れている点: Internal task management, custom views, a generous free tier for teams

HoneyBook vs Monday CRM

HoneyBookが優れている点: Getting paid without add-ons, simpler onboarding, service-business templates

月曜日のCRMの勝利点: Board customisation, cross-team visibility, automation recipe library

アジャイルCRMの比較

And here is where Agile CRM sits against other CRM platforms:

あなたのニーズに最適なCRMツール

アジャイルCRM vs セールスフォース

アジャイルCRMが優れている点: Marketing automation bundled at a far lower price, quicker setup, free tier for ten seats

Salesforceが優れている点: Custom object modelling, partner network depth, reporting that scales past 100 users

アジャイルCRM vs アクティブキャンペーン

アジャイルCRMが優れている点: Bundled helpdesk ticketing, built-in telephony, cheaper entry seat

ActiveCampaignが優れている点: Email deliverability track record, automation builder polish, template library size

Agile CRM vs HubSpot

アジャイルCRMが優れている点: Cost per seat at every tier, gamification for sales teams, fewer paywalled features

HubSpotが優れている点: Onboarding resources, dashboard quality, support responsiveness

Agile CRMとFreshsales CRMの比較

アジャイルCRMが優れている点: Marketing and service in the same licence, landing page builder, sales badges

Freshsales CRMが優れている点: Interface speed, mobile app quality, clearer contact scoring

よくある質問

HoneyBookは何に使われるのですか?

It manages client work for service businesses. You send proposals, contracts and invoices, collect online payments, and track each project from first inquiry to final payment.

Agile CRMは本当に無料ですか?

Yes, for up to 10 users. The free plan covers contacts, deals and basic email marketing. Paid tiers start at $8.99 per user and add automation limits.

HoneyBookはCRMですか?

It is a client management platform with CRM features. It tracks contacts and projects well, but lacks the lead scoring and forecasting of a traditional crm system.

HoneyBookは支払額の一部を手数料として徴収しますか?

Yes. Card and ACH transactions carry a processing fee charged separately from your subscription. Check the current rate at checkout, since it varies by payment method.

CRMの費用は通常いくらくらいですか?

中小企業 CRM software typically runs $10 to $50 per user monthly. Agile CRM sits at the low end. HoneyBook charges per account instead, starting at $29.

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