HoneyBook is a client management software primarily designed for creative professionals and small businesses. It centralizes various business processes, including project tracking, client communication, and financial management. The platform offers tools for creating and sending custom-branded proposals, contracts, and invoices, simplifying the client onboarding process. HoneyBook also facilitates appointment scheduling and automates workflow with customizable templates and automated responses. Its integrated CRM system helps manage client information and interactions efficiently. The platform includes payment processing capabilities, supporting online payments for ease of transactions. User-friendly and visually appealing, HoneyBook is accessible to users with different levels of tech expertise. Its focus on streamlining client management and business operations makes it a popular choice among entrepreneurs and freelancers in creative industries.

Does HoneyBook offer a free version?

No, HoneyBook does not offer a free version.

Does HoneyBook offer a free trial?

Yes, HoneyBook offers a free trial.

Are Credit Card details required for the HoneyBook trial?

No, Credit Card details are not required for the HoneyBook trial.

What type of support options does HoneyBook offer?

Email, Phone, Chat, Knowledge Base

What type of training options does HoneyBook offer?

Live Online, Webinar, Documentation, Videos

Small-Business, Midsize-Business, Large-Enterprise-Business

What devices and operating systems does HoneyBook support?

Web-Based, iPhone, Android, Windows, Mac, Linux

HoneyBook Reviews Apr 2025: Pricing & Features

Business Performance Management Software

Scorecards
Visual Analytics
Key Performance Indicators
Trend Analysis
Budgeting/Forecasting
Reporting/Analytics
Progress Tracking
Predictive Analytics
Performance Metrics
Financial Management
Ad hoc Reporting
Dashboard
Data Visualization
Strategic Planning
Goal Setting/Tracking
Data Management
Collaboration Tools
Data Extraction
KPI Monitoring
Benchmarking
Activity Planning

Business Management Software

Performance Metrics
Inventory Management
Purchasing & Receiving
Calendar Management
Quotes/Estimates
Contact Management
Customizable Fields
Employee Management
Training Management
Workflow Management
Accounting
Financial Management
Marketing Automation
Task Management
Client Management
Project Management
Billing & Invoicing
Third Party Integrations
Access Controls/Permissions
CRM
Point of Sale (POS)
Document Management
Email Management
Purchase Order Management
Order Management
Time & Expense Tracking
Invoice Management
Client Portal

Email Management Software

Email Tracking
Contact Management
Auto-Responders
Signature Management
Spam Blocker
Email Marketing
Customer Segmentation
Alerts/Notifications
Email Monitoring
Chat/Messaging
Routing
Canned Responses
Whitelisting/Blacklisting
Search/Filter
Drag & Drop
Campaign Management
Shared Inboxes
Inbox Management
Response Management
Email Templates
Queue Management
Email Distribution
Collaboration Tools
Prioritization

Professional Services Automation Software

Portfolio Management
Quotes/Estimates
Gantt/Timeline View
Activity Tracking
Multiple Projects
Proposal Generation
Billing & Invoicing
Task Management
Real Time Reporting
Project Management
Document Management
Forecasting
Approval Process Control
Performance Metrics
Resource Management
Project Planning
Billable Items Tracking
Collaboration Tools
Task Scheduling
Email Management
CRM
Project Time Tracking
Project Tracking
Client Portal
Timesheet Management
Progress Tracking
Time & Expense Tracking
Calendar Management
Accounting Integration

Project Management Software

Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates

Project Planning Software

Due Date Tracking
Project Time Tracking
Activity Dashboard
To-Do List
Progress Tracking
Kanban Board
Project Planning
Activity Tracking
Document Management
Assignment Management
Gantt/Timeline View
Budget Management
Task Scheduling
Multiple Projects
Deadline Management
@mentions
Resource Management
Prioritization
Project Tracking
File Management
Document Storage
Collaboration Tools
Task Progress Tracking
Charting
Projections
Task Planning
Traditional Methodologies
Commenting/Notes
Email Management
Tagging
Agile Methodologies
Calendar Management

Business Process Management Software

Business Process Automation
Drag & Drop
Access Controls/Permissions
Reporting/Analytics
Configurable Workflow
Process Change Tracking
Business Process Control
Forms Management
Customizable Templates
Workflow Management
No-Code
Third Party Integrations
Approval Process Control
Collaboration Tools
Document Storage
Process Modeling & Designing
Task Management
Audit Trail
Customizable Fields
Monitoring
Email Management
Data Visualization
Calendar Management
User Management
Graphical Workflow Editor
Forms Automation

Workflow Management Software

Approval Process Control
Reporting/Analytics
Activity Dashboard
Activity Tracking
Role-Based Permissions
Calendar Management
Compliance Tracking
Alerts/Notifications
No-Code
Email Management
Real Time Notifications
Collaboration Tools
Document Storage
Real Time Reporting
Rules-Based Workflow
Graphical Workflow Editor
Task Management
Search/Filter
Monitoring
Progress Tracking
Document Management
Drag & Drop
Template Management
Workflow Configuration
Business Process Automation
Commenting/Notes
Access Controls/Permissions
Forms Management
Project Workflow

Construction CRM Software

Project Management
Data Import/Export
Scheduling
Quotes/Estimates
Activity Tracking
Document Management
Job Costing
Buyer Management
Warranty Tracking
Calendar Management
Collaboration Tools
Client Tracking
Contract/License Management
Task Management
Change Order Management
Communication Management
Contact Management
Project Tracking
Subcontractor Management
Sales Pipeline Management
Email Marketing
Bid Management
Lead Management
Procurement Management

Event Management Software

Payment Processing
Budgeting/Forecasting
Weddings/Parties
Badge Management
Room Block Management
Discount Management
Sponsorship Management
Attendee Management
Website Management
Email Marketing
Social Promotion
Barcode/Ticket Scanning
Registration Management
Volunteer Management
Credit Card Processing
Contact Management
Conferences/Conventions
Reporting/Analytics
Support Ticket Management
Event Scheduling
Exhibit/Vendor Management
Calendar Management
Ticketing
Speaker Management
Expense Tracking

Contact Management Software

Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture

Online CRM Software

Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions

Lead Management Software

Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management

Financial CRM Software

Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management

Nonprofit CRM Software

Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments

Task Management Software

Task Scheduling
Task Editing/Updating
Task Progress Tracking
Commenting/Notes
Calendar Management
Real Time Notifications
Gantt/Timeline View
Create Subtasks
Gamification
Activity Tracking
Prioritization
Collaboration Tools
To-Do List
Project Planning
Reporting/Analytics
Document Management
Task Board View
Alerts/Notifications
Assignment Management
Status Tracking
Email Management
Recurring Tasks
Project Tracking
Time Tracking
Task Tagging
Deadline Management
File Management
Spreadsheet View
Parent Task
Search/Filter

Appointment Scheduling Software

Automated Scheduling
Appointment Management
Customer Database
Credit Card Processing
Client Portal
Electronic Payments
Billing & Invoicing
Recurring Appointments
Client Management
Online Payments
Calendar Management
Multi-Location
SMS Messaging
Group Scheduling
Online Booking
Website Integration
Availability Management
Mobile Access
Booking Management
Email Management

Graphic Design Software

Collaboration Tools
Engagement Tracking
Preview Functionality
Version Control
Image Editing
Content Library
Print Management
Watermarking
Search/Filter
Data Storage Management
Content Management
Design Management
Commenting/Notes
Text Editing
Data Visualization
CAD Tools
Design Templates
Content Import/Export
Custom Brushes
Custom Fonts
Drag & Drop Editor
3D Digital Asset Management
Video Editing
Presentation Tools

Tutoring Software

Automatic Grading
Calendar Management
Appointment Management
Event Scheduling
Learning Paths/Tracks
Reminders
Learning Management
Website Integration
Invoice Processing
Parent/Student Portal
Client Management
Credit Card Processing
Attendance Management
Progress Reports
Multiple User Accounts
Billing & Invoicing
SMS Messaging
Self Service Portal
Employee Management
Lesson Notes
Availability Management
Invoice Management
Online Classes
Class Scheduling
Communication Management
Multi-Location
SMS Reminders
Interactive Learning
CRM
Document Management

Billing and Invoicing Software

Mobile Payments
Billing Portal
Project Billing
Tax Calculation
Multi-Currency
Reporting & Statistics
Contact Database
Third-Party Integrations
Credit Card Processing
Customizable Invoices
Time & Expense Tracking
Invoice Processing
Reminders
Payment Processing
Document Management
Hourly Billing
Contingency Billing
Quotes/Estimates

Calendar Software

Calendar Management
Color Codes/Icons
Collaboration Tools
Calendar Sync
Scheduling
Room Booking
Task Management
Address Book
Email Management
Calendar/Reminder System
Event Management
Website Integration

Catering Software

Kitchen/Menu Management
Customer Database
Recipe Management
Order Management
Calendar Management
Facility Management
Quotes/Estimates
Real-Time Updates
Inventory Management
Waitstaff Management
Multi-Location
Event Management
Proposal Generation
Banquet Management
Booking Management
Billing & Invoicing
Event Scheduling
Delivery Tracking
Online Ordering
CRM
Payment Processing
For Catering Businesses

Client Onboarding Software

Activity Dashboard
Activity Tracking
Chat/Messaging
Client Management
Client Portal
Collaboration Tools
Communication Management
Data Import/Export
Document Management
Electronic Forms
Email Management
Onboarding
Reporting & Statistics
Surveys & Feedback
Task Management
Third-Party Integrations
Workflow Management

Coaching Software

Life Coaching
Business Coaching
Billing & Invoicing
Goal Setting/Tracking
Mentor/Coach Matching
Program Management
Sport Coaching
Appointment Scheduling
Progress Tracking
Client Management

Contract Management Software

Version Control
Completion Tracking
Team Collaboration
Audit Trail
Contact Management
Compliance Tracking
Electronic Signature
Workflow Management
Digital Signature
Data Extraction
Customizable Branding
Pre-built Templates
Approval Process Control
Full Text Search
Document Storage
Reminders
CRM

Customer Communications Management Software

Template Management
Workflow Management
Third-Party Integrations
CRM
Interaction Tracking
Content Management
Activity Dashboard
On-Demand Communications
Personalization
Multi-Channel Communication
Interactive Content
Video Support
Customer Database
Chat/Messaging
Reporting & Statistics
Batch Communications
Customer History
Alerts/Notifications
Feedback Management

Digital Signature Software

File Sharing
Access Controls/Permissions
Reminders
Document Management
Document Storage
Multi-Party Signing
Mobile Signature Capture
Customizable Branding
Electronic Signature
Authentication
Document Analytics
Customizable Templates
Workflow Management
Data Security
Audit Trail
Task Progress Tracking

Document Generation Software

Multiple Output Formats
Batch Processing
Collaboration Tools
Digital Signature
Templates

Email Signature Software

Signature Creation
Auto Update
Signature Templates
Signature Management
Image Library
Campaign Specific Signature
Reporting/Analytics

Event Booking Software

Online Registration
Social Promotion
Event Ticketing
Social Media Integration
Confirmation/Reminders
Website Management
Third-Party Integrations
Visitor Registration
Wait List Management
Registration Management
Alerts/Notifications
Online Payments
Activity Dashboard
Marketing Automation
Customizable Branding
Electronic Payments
Barcode/Ticket Scanning
Attendee Management
Reporting & Statistics
Customizable Forms
Event Management
Promotions Management
Mobile Access
Event Calendar
Event Scheduling
Booking Management
Communication Management

Florist Software

Automated Card Printing
Stem Counting
Customer Accounts
Delivery Tracking
Order Management
Production Tracking

Generative AI Software

Content Generation
Data Augmentation
Creative Design
Virtual Characters and Avatars
Automated Image & Video Editing
Natural Language Processing
Simulation and Scenario Generation
Personalization and Recommendation
Prompt Engineering
Conditional Generation
Transfer Learning and Fine-tuning
Adversarial Training
Interactive and Co-Creative Systems
Transformer Model
API
Code Generation
Variation Autoencoder Models
Foundation Model

HVAC Software

Service History
Calendar Management
Job Management
Billing & Invoicing
Electronic Payments
Inventory Management
Task Scheduling
Customer History
Technician Management
Quotes/Estimates
Inventory Control
Location Tracking
Customer Database
Routing
Real-Time Updates
Maintenance Scheduling

Payment Processing Software

Electronic Signature
Billing & Invoicing
In-Person Payments
Recurring/Subscription Billing
Payment Fraud Prevention
Payment Processing
Data Security
Electronic Payments
Multiple Payment Options
Payment Processing Services Integration
Point of Sale (POS)
Online Payments
Reporting/Analytics
Debit/Credit Card Processing
ACH Payment Processing
Mobile Payments
PCI Compliance
Third-Party Integrations
Multi-Currency

Photography Studio Software

Marketing Automation
Calendar Management
Billing & Invoicing
Customer Database
Proposal Management
Electronic Payments
Digital Signature
Client Management
Contract/License Management
Appointment Scheduling
Lead Management
Email Marketing
Quotes/Estimates

Predictive Lead Scoring Software

AI/Machine Learning
Alerts/Notifications
Predictive Analytics
Lead Distribution
Lead Qualification
Data Enrichment
Demographic/Firmographic Data
Customizable Scoring
Prioritization
Process/Workflow Automation
Multiple Scoring Models

Proposal Management Software

Collaboration Tools
Document Management
Content Library
RFP Management
Contact Management
Proposal Generation
Templates
Version Control
Workflow Management
Audit Trail
Automatic Formatting
Knowledge Base Management
Electronic Signature
Reminders
Approval Process Control

Recurring Billing Software

Multiple Payment Options
Dunning Management
Revenue Recognition
Payment Processing
Multi-Period Recurring Billing
Reporting & Statistics
Invoice Processing
Contact Database
Deferred Billing
Third-Party Integrations
Bank Reconciliation
Refund Management
Multi-Currency
Subscription Management
PCI Compliance
Self Service Portal
Billing & Invoicing
Tax Calculation

Sales Tracking Software

Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter

Scheduling Software

Real-time Scheduling
Online Booking
Reporting & Statistics
Availability Management
Group Scheduling
Automated Scheduling
Multi-Location
Self Service Portal
Calendar Management
Customer Database
Timesheet Management
Access Controls/Permissions
Room Booking
Appointment Scheduling
Calendar Sync
Alerts/Notifications
Third-Party Integrations
Mobile Access
Reminders
Booking Management
Task Scheduling

Time and Expense Software

Project Tracking
Approval Workflow
Time Tracking by Project
Reimbursement Management
Mobile App
Employee Management
Time Tracking
Billing & Invoicing
Payroll Management
Invoice Management
Vacation/Leave Tracking
Timesheet Management
Activity Tracking
Expense Tracking
Time Tracking by Client
Reporting/Analytics

Venue Management Software

Staff Management
Calendar Management
Event Ticketing
Attendee Management
Credit Card Processing
Event Management
Reporting & Statistics
Mobile Access
CRM
Multi-Facility
Booking Management
Email Marketing
Contract/License Management
Billing & Invoicing
Sales Management
Food & Beverage Management
Reservations Management

Website Builder Software

Online Store Builder
Website Management
SEO Management
Reporting/Analytics
Design Management
Widgets
Landing Pages/Web Forms
Real Time Editing
Drag & Drop
Shopping Cart
Pre-built Templates
Survey Builder
Media Library
Content Management
Data Import/Export
Auto Update
Online Booking Tools
Customizable Templates
Customizable Branding
Access Controls/Permissions
Custom Domains
Website Hosting

Work Order Software

Contract/License Management
Electronic Signature
Job Tracking
Quotes/Estimates
Recurring Appointments
Document Management
Calendar Management
Billing & Invoicing
Reporting & Statistics
Mobile Access
Maintenance Scheduling
Third-Party Integrations
Dispatch Management
Preventive Maintenance
Alerts/Notifications
Inventory Management
Technician Management

Customer Relationship Management (CRM) Software

Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning

HoneyBook Claim

HoneyBook Overview

HoneyBook Screenshot & Video

Contact Details

Support

Training

Licensing & Deployment

Typical Customers

Languages Supported

Industries

HoneyBook Features