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HoneyBook

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Client CRM for proposals, contracts, invoices and payments

HoneyBook preview

About HoneyBook

HoneyBook is a client management platform for small service businesses. It covers the full path from a first inquiry through booking, contracts and payment.

What it does

Leads can come in through a form and a scheduler, then move through a project pipeline. You can send proposals, contracts and invoices in one flow, and clients can pay online. A client portal keeps messages, files and tasks in one place, and automations can send reminders and follow-ups. An AI assistant can draft emails and take meeting notes, so less time goes to repetitive writing.

Key features

  • Lead capture forms and scheduler
  • Proposals, contracts and invoices
  • Online payments for bookings
  • Project pipeline and client portal
  • Automated reminders and follow-up messages

Who it's for

HoneyBook is built for photographers, event planners, venues, designers, consultants and other businesses that book clients for projects or events. It is a good match when most work starts with an inquiry and ends with a signed agreement and a payment.

Pricing and good to know

You can get started for free, and the site notes that no credit card is needed. Paid plans add more features, and annual plans are offered at a lower price. HoneyBook runs in a web browser. Check the pricing page for the current options, since plans and included features change over time.

Highlights

  • Capture leads with forms and a scheduler
  • Send proposals, contracts and invoices
  • Take online payments for bookings
  • Manage projects in a pipeline and client portal
  • Automate reminders and follow-up messages

Ratings & reviews

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