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The all-in-one clientflow platform for those who do it all

HoneyBook Overview

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.

HoneyBook screenshot & Video

Contact Details

  • HoneyBook
  • 2013
  • United States
  • 101-500

Support

  • Email
  • Phone
  • Chat
  • Knowledge Base

Training

  • Live Online
  • Webinar
  • Documentation
  • Videos

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • iPhone
  • Android
  • Windows
  • Mac
  • Linux

Typical Customers

  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

English

Industries

Accounting, Health, Wellness & Fitness

HoneyBook Features

  • 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 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
  • 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
  • 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
  • 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 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
  • 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

HoneyBook Pricing

Pricing Type

  • Usage Based

Preferred Currency

  • USD ($)

Free Trial

  • 7 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription
  • Monthly Payment

Plans & Packages

Starter

$8 Per Month

HoneyBook FAQ's

  • No, HoneyBook does not offer a free version.

  • Yes, HoneyBook offers a free trial.

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

  • HoneyBook offers the following pricing plans & packages:

    Starting Plan:

    $8 Per Month

  • HoneyBook supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • No, HoneyBook does not offer an API.

  • HoneyBook offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • HoneyBook offers training with the following options:
    • Webinar , Documentation

  • Following are the typical users of the HoneyBook:
    • Self-Employed , Small-Business

  • HoneyBook supports the following deployment:
    • Cloud Hosted

  • HoneyBook supports the following devices:
    • Web-Based , iPhone , Android