Honeybook

HoneyBook is a feature-rich CRM platform that’s tailored to the needs of creative entrepreneurs who provide services as opposed to products.

You can perform many mission-critical activities such as send out proposals and track interactions with them, use a customized client portal, manage your business with a mobile app, and even processing payments with the platform. The cloud deployment means it’s accessible at any time from anywhere.

All-in-One ClientFlow Platform

HoneyBook organizes all your client information and projects seamlessly, accommodating an unlimited number of clients and projects. Track the progress of each project from start to finish with the project pipeline feature and manage leads efficiently through contact forms that integrate directly with your website and Gmail. Simplify transactions with features for invoicing and online payments, and handle legal formalities by collecting e-signatures on contracts and forms.

Enhance your service offerings with brochures, pricing guides, and customizable proposals that combine contracts and payments into a single process. Allow clients to easily select and book services, and use forms and questionnaires to gather essential client information in one place.

A dedicated client portal and synchronized calendar enhance client engagement and organizational efficiency. With HoneyBook’s mobile apps for iOS and Android, manage your business on the go, ensuring you’re always connected to your clients and projects.

Scheduling

HoneyBook’s scheduler enhances appointment management by enabling clients to book and pay for sessions online while automatically handling confirmations, reminders, and notifications. The round-robin feature efficiently distributes client sessions among team members, optimizing team availability and workload. This streamlined process ensures smooth operations and improves client engagement.

Lead Tracking & Management

HoneyBook gives you the ability to see where your leads are coming from which helps you double down on the channels that are working. You can even determine if a channel is producing leads that don’t turn into customers. Once a lead signs up, you can manage bookings, communications, organize signed contracts or send proposals, and more.

Workflows

The platform also has the ability to set up automated workflows to keep you on top of client communication and the necessary tasks that need to get done. Create automatic reminders, build task lists for projects, automate processes such as appointment requests, follow-ups, and thank yous.

Contracts & Fast Scheduling

HoneyBook has a number of contract templates that you can customize to fit your needs. These are easy-to-use, ready-to-sign-in online contracts. Once you’ve tweaked them to match your situation, you can send them to clients directly from your account. Track when clients have looked at the contract and, since it supports electronic signing, you’ll know exactly when the deal has been sealed.

Professional Payments & Invoicing

HoneyBook simplifies payment processes with flexible scheduling, recurring invoicing, and automatic reminders. Clients can opt for autopay, benefit from instant deposits, and make payments through major credit/debit cards or ACH transfers. The system also offers discounts, allows tipping, and includes fraud monitoring and dispute management to ensure secure and convenient transactions.

The software also has an invoicing system that can be connected to proposals and signed contracts to create a seamless experience. You’ll be able to view all paid and pending invoices in your dashboard and take action accordingly.

HoneyBook stands out for its intuitive design and user-friendly interface, making it a top choice for small business owners and creative entrepreneurs who want to save time and avoid technical headaches. Its dynamic platform ensures that everything you need is within reach, from managing projects to automating reminders, tracking finances, and generating project recaps.

One of the platform’s highlights is its visual, easy-to-follow user prompts, allowing you to accomplish tasks efficiently—often in a fraction of the time compared to other software. Signing up with HoneyBook is equally straightforward, as the onboarding team helps you migrate your contracts, forms, and questionnaires into the system, eliminating the need for manual setup. This personalized onboarding service ensures a smooth transition, even for users switching from DIY client management solutions.

The dashboard is clean and organized, with major menu items like projects, tasks, invoices, and calendars prominently displayed. This layout helps you quickly access key features, perform important tasks, and monitor your business’s progress at a glance. Whether you’re managing bookings, sending follow-ups, or using forms with auto-populated project details, HoneyBook ensures every process is simple and seamless.

HoneyBook gives you the ability to add clients to your account in multiple ways. If you’re coming from a different solution, you can export your contacts from there and upload them via a CSV file. You also have the option of adding them manually, when you’re creating a project, or capturing them from your website with a form built in HoneyBook.

Additionally, you can connect platforms like Facebook and Zapier to route leads directly into your database and start following up with them. You can customize the information you collect from contacts and add private notes to keep track of interactions.

The sales pipeline features are organized under the project section of the application. You’re able to customize the stage to suit your needs and add as many as needed. There are a few stages that cannot be changed or deleted because they’re updated automatically by client actions such as signing a contract or paying an invoice. If you’ve used a different CRM with a sales focus then you’ll be familiar with the way pipelines work in HoneyBook.

HoneyBook’s reporting tools enhance financial oversight with comprehensive features. You can track payment statuses and expenses to manage cash flow effectively and optimize tax deductions.

Gain insights into your financial health through profit and loss summaries, and access detailed reports for a deeper analysis of your business performance. 

HoneyBook gives you insights at various stages of the sales pipeline. It starts by showing you where leads were generated and how many. Drill down further to see the value of projects attributed to different lead sources. This lets you know your best channels so you can focus on them. It’ll also show the conversion rate and time to booked broken down by lead source.

It also has a monthly report that shows you the total number of booked projects, the number of files or proposals you sent, and your conversion rate. You can get more granular and see the value of projects booked, payments collected, and payments outstanding. Unfortunately, you’re unable to customize the default reports provided.

Integrations

On the integration side, it has direct connections to Zapier, QuickBooks, Calendly, Gmail, Zoom, and a few other solutions. It doesn’t have an accessible API, but many of the integrations are used to make it easier to automate simple tasks or import data into HoneyBook.