[Home](https://www.selecthub.com/) \> [CRM](https://www.selecthub.com/category/customer-relationship-management/) \> [CRM Software](https://www.selecthub.com/c/crm-software/) \> HoneyBook Categories: * [CRM Software](https://www.selecthub.com/c/crm-software/) * [Proposal Software](https://www.selecthub.com/c/proposal-software/) * [...](#) ## What Is HoneyBook? **Industry Specialties:** Serves all industries HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes. HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=CRM+Software&product%5Fname=HoneyBook&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fhoneybook%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F5c22590152f4f53f3c05cf7cc6aa0b6b-efadef37e43365074c295ad35ca1b7c4%2Fresources%2Fnormal%2Flogo.png%3F1693318911) User Sentiment i ![User satisfaction level icon: excellent]() Based on 556 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #5 HoneyBook is ranked #5 in the CRM Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [Get the Report Now ](https://pmo.selecthub.com/top-crm-analyst-report-site-vers?category%5Fslug=crm-software&product%5Fslug=honeybook&page%5Ftype=product&slug=honeybook&product%5Fname=HoneyBook&category=CRM+Software&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fhoneybook%2F) ## HoneyBook Pricing Based on our most recent analysis, HoneyBook pricing starts at $29 (Monthly (if Paying Annually)). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=CRM+Software&product%5Fname=HoneyBook&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Fcrm-software%2Fhoneybook%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2F5c22590152f4f53f3c05cf7cc6aa0b6b-efadef37e43365074c295ad35ca1b7c4%2Fresources%2Fnormal%2Flogo.png%3F1693318911&price=2) Price $ $ $ $ $ i Starting From $29 Pricing Model Monthly (if paying annually) Free Trial 30 Days - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=HoneyBook&category=CRM+Software&product%5Flogo=https://cdn.selecthub.com/products/5c22590152f4f53f3c05cf7cc6aa0b6b-efadef37e43365074c295ad35ca1b7c4/resources/normal/logo.png?1693318911) ## Training Resources HoneyBook is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for HoneyBook: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## HoneyBook Benefits and Insights Why use HoneyBook? ### Key differentiators & advantages of HoneyBook * **Improved Productivity:** Leverage automation to enhance productivity using custom workflows. Automate emails, tasks and other manual tasks to save time and resources. * **Streamlined Invoicing:** Create invoices easily and quickly using templates or recently sent ones, fetch information, accept payments on a scheduled or recurring basis and automate discounts and tax calculations. * **Smooth Payments:** Ensure safe and secure transactions by enabling clients to pay from any device, allowing auto-pay for the future and accepting payments through credit or debit cards and bank transfers. Send automatic payment reminders, receive direct deposits to funds, track payments, manage clients and transactions, and ensure steady cash flow through instant deposits, 24/7\. * **Customized Workflows:** Modify workflows to fit business needs by sending emails and files, creating tasks and getting reminders for due or to-approve tasks. Send stuff to clients either automatically or set for approval. Receive triggers based on client behaviors, dates and other criteria. * **Personalized Communications:** Reach out to each client with individualized messages. Respond to queries automatically, follow up with marketing materials, link scheduling and questionnaires, and offboard clients with surveys, review requests or simple thank you messages. Access and view communications easily, and never miss out on inquiries or messages. ### Industry Expertise Designed for freelancers and entrepreneurs, it serves photographers, graphic designers, DJs, web designers, business coaches, consultants, health and wellness professionals, caterers, florists, videographers, business coaches, calligraphers, and more. ## HoneyBook Reviews Based on our most recent analysis, HoneyBook reviews indicate a 'excellent' User Satisfaction Rating of 96% based on 556 user reviews from 2 recognized software review sites. ![User satisfaction level icon: excellent]() 556 reviews 96% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of HoneyBook reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Streamlined Client Onboarding:** HoneyBook provides tools like online contracts and invoices, which can simplify the process of bringing on new clients and getting them set up to work with you. * **Project Management Features:** HoneyBook helps you stay organized by allowing you to manage projects, track tasks, and communicate with clients all in one place. * **Payment Processing:** HoneyBook allows you to accept payments from clients directly through the platform, which can save you time and hassle. * **Automation Capabilities:** HoneyBook offers automation features that can help you save time on repetitive tasks, such as sending follow-up emails or scheduling appointments. * **Client Communication Tools:** HoneyBook provides a centralized location for all client communication, making it easy to keep track of conversations and ensure that everyone is on the same page. #### Cons * **Limited Customization:** Users express frustration with the platform's rigidity, particularly in areas like invoice customization and workflow automation. The available options often fall short of accommodating diverse business needs, leading to workarounds and inefficiencies. * **Mobile App Shortcomings:** The mobile app receives criticism for its limited functionality and clunky interface. Users find it cumbersome to perform tasks efficiently on mobile devices, hindering on-the-go productivity. * **Learning Curve and Complexity:** Navigating the platform's features and interface can be challenging for new users. The learning curve can be steep, requiring significant time investment to master the system effectively. * **Customer Support Concerns:** Some users report difficulties in obtaining timely and effective support from HoneyBook's customer service team. Delays in response and resolution times can impact user experience and business operations. #### Researcher's Summary: Looking for the bee's knees of client management software? HoneyBook might just be the sweet spot for your small business needs. User reviews from the past year highlight its user-friendly interface as a major draw, making it a breeze for even tech novices to navigate the platform and get up and running quickly. HoneyBook also offers a comprehensive suite of features, including project management, invoicing, and contract creation, all bundled into one convenient package. This eliminates the need for juggling multiple software subscriptions, saving you time and money. Plus, HoneyBook plays well with others, integrating seamlessly with popular tools like QuickBooks and Google Calendar, further streamlining your workflow. However, no software is without its imperfections. Some users have noted that HoneyBook's reporting capabilities are somewhat limited, lacking the depth and customization options found in more robust CRM platforms like Salesforce. Additionally, while HoneyBook offers a range of templates for invoices, contracts, and proposals, the design customization options can feel restrictive for businesses with specific branding requirements. Despite these minor drawbacks, HoneyBook's ease of use, affordability, and comprehensive features make it a top contender for solopreneurs and small businesses, especially those in creative fields like photography, event planning, and design. HoneyBook's client-centric approach, with features like online booking, automated workflows, and integrated payments, allows you to focus on what you do best – serving your clients and growing your business – without getting bogged down in administrative tasks. So, if you're a small business owner looking for a user-friendly, all-in-one solution to manage your client relationships, HoneyBook is definitely worth considering. Just keep in mind that the software landscape is constantly evolving, so it's always a good idea to check for the latest updates and offerings before making a decision. ## Key Features * **Online Contracts:** Create secure online contracts from scratch or customize pre-built templates by adding legal language and brand-specific format and style. * Auto-fill contracts with locations, dates, names and more using smart fields. * Make it easy for clients to sign by highlighting where to sign and allowing all-device access. * Get legally binding e-signatures and initials on documents, trigger follow-up tasks and get real-time notifications once a client signs. * **Small Business Modules:** Handles the unique needs of a small business or freelance operation. Customize the interface to incorporate branding. * **Invoice:** Ensure easy and secure digital payments, access a bank of auto-saved items and create payment schedules and reminders. * **Scheduling:** Share meeting links, get bookings and send reminders and confirmations. * **Proposals:** Access contracts, invoices and payments from a single platform. Ensure a quick step-by-step booking process for clients. * **Integrations:** Access seamless integrations with Gmail, Google Calendar, Zoom, Zapier and QuickBooks, along with any existing tools currently used. * **Automation:** Automate the most frequently recurring processes and reuse them strategically. Create dynamic, customizable files while adding brand elements. Assign leads to specific staff based on their interest. * **Project Management:** Organize invoices, contracts and other vital files in a central repository to ensure easy access for team members and clients. * **Mobile:** Available on Android and iOS, ensures ease of access from anywhere, anytime. Mobile responsive designs provide user-friendly navigation. ## Limitations At the time of this review, these are the limitations according to user feedback: * Narrow integration scope with other tools, including those used by photographers. * Restricted payment methods. * Newer features like calendar tools aren’t perfect. ## Suite Support The help center on the vendor website offers detailed guides, articles and video tutorials on getting started, its referral program, mobile app, payment and finances, product updates, integrations, calendar and scheduling, workflows and more. Learn about community and opportunities as well as collaboration and communication. A FAQ section is available in the “Contact Us” section. _mail\_outline_Email: Concierge@honeybook.com, available seven days a week to help with troubleshooting and technical questions. _phone_Phone: (415) 591-7768. _school_Training: Self-paced courses and on-demand webinars are available to help customers understand the product better. Additionally, video tutorials cover various topics, including getting-started, account set-up, template creation, file creation and sending, business growth, monthly guides and more. Check product education documents to learn about features in detail and access product orientation. _local\_offer_Tickets: Not listed. ![Banner of Pricing guide for HoneyBook]() ## Pricing & Cost Details See the Price/User for the top CRM software… plus the most important considerations and questions to ask when shopping. See Pricing Details ## Head-to-Head Comparison ![HoneyBook Software Tool]() vs * [Act! 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Review Title Pros Cons Overall feedback Your name Your job title Industry [Choose your main industry ](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [Choose your company size ](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "CRM", "item": "https://www.selecthub.com/category/customer-relationship-management/" }, { "@type": "ListItem", "position": 3, "name": "CRM Software", "item": "https://www.selecthub.com/c/crm-software/" }, { "@type": "ListItem", "position": 4, "name": "HoneyBook" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "HoneyBook", "description": " HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes. HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners. ", "review": { "@type": "Review", "author": { "@type": "Person", "name": "Manogna Chandrika Matta", "reviewBody": "Looking for the bee's knees of client management software? HoneyBook might just be the sweet spot for your small business needs. User reviews from the past year highlight its user-friendly interface as a major draw, making it a breeze for even tech novices to navigate the platform and get up and running quickly. HoneyBook also offers a comprehensive suite of features, including project management, invoicing, and contract creation, all bundled into one convenient package. This eliminates the need for juggling multiple software subscriptions, saving you time and money. Plus, HoneyBook plays well with others, integrating seamlessly with popular tools like QuickBooks and Google Calendar, further streamlining your workflow. However, no software is without its imperfections. Some users have noted that HoneyBook's reporting capabilities are somewhat limited, lacking the depth and customization options found in more robust CRM platforms like Salesforce. Additionally, while HoneyBook offers a range of templates for invoices, contracts, and proposals, the design customization options can feel restrictive for businesses with specific branding requirements. Despite these minor drawbacks, HoneyBook's ease of use, affordability, and comprehensive features make it a top contender for solopreneurs and small businesses, especially those in creative fields like photography, event planning, and design. HoneyBook's client-centric approach, with features like online booking, automated workflows, and integrated payments, allows you to focus on what you do best – serving your clients and growing your business – without getting bogged down in administrative tasks. So, if you're a small business owner looking for a user-friendly, all-in-one solution to manage your client relationships, HoneyBook is definitely worth considering. Just keep in mind that the software landscape is constantly evolving, so it's always a good idea to check for the latest updates and offerings before making a decision." } }, "image": "https://cdn.selecthub.com/products/5c22590152f4f53f3c05cf7cc6aa0b6b-efadef37e43365074c295ad35ca1b7c4/resources/normal/logo.png?1693318911", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "96", "bestRating": "100", "worstRating": "1", "ratingCount": "556" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "29", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Streamlined Client Onboarding: HoneyBook provides tools like online contracts and invoices, which can simplify the process of bringing on new clients and getting them set up to work with you." }, { "@type": "ListItem", "position": 2, "name": "Project Management Features: HoneyBook helps you stay organized by allowing you to manage projects, track tasks, and communicate with clients all in one place." }, { "@type": "ListItem", "position": 3, "name": "Payment Processing: HoneyBook allows you to accept payments from clients directly through the platform, which can save you time and hassle." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Limited Customization: Users express frustration with the platform's rigidity, particularly in areas like invoice customization and workflow automation. 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