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Enterprise Layer Intelligence
Categories/CRM/HoneyBook
HoneyBook

HoneyBook

Founded 2013

Manage client bookings, contracts, invoices, and project communications from inquiry to final payment

Pricing model

Free Trial

You can use HoneyBook to organize your entire client flow, from capturing initial leads to collecting final payments. It lets you send customized proposals, share binding contracts with digital signatures, schedule meetings, and issue online invoices. You can also automate routine tasks like payment reminders, follow-up messages, and questionnaire sends. Built-in AI helps you draft replies, summarize meetings, and track project details directly inside your client records. Everything stays tied to specific client files so you can keep work organized easily.

What HoneyBook does

Send online invoices and collect client paymentsCreate and deliver service proposalsCollect electronic signatures on legal agreementsSchedule meetings and sync calendar availabilityDraft personalized client email repliesGenerate automated project status recapsCapture customer leads using website intake formsOnline contract signing and digital signature trackingDirect invoicing with integrated credit card and bank payment processingCombined proposals that merge service quotes, contracts, and invoicesAutomated client questionnaire sends and lead capture formsAI meeting notetaker and automated project status recapsBuilt-in scheduler for client consultation bookingsDedicated client portal for reviewing agreements and outstanding invoices

Pricing breakdown

Pricing model: Free trial

PlanList price
Starter (annual billing)$29 / mo, billed annually
Essentials (annual billing)$49 / mo, billed annually
Premium (annual billing)$109 / mo, billed annually

Frequently asked

ZoomZoomMailchimpMailchimpQuickBooksQuickBooksGoogle calendarGoogle calendarGmailGmailFlodeskFlodeskZapierZapierCalendlyCalendly

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HoneyBook, CRM, client management, invoices, proposals, online contracts, payment processing, appointment scheduling, lead forms, workflows, business automation, client portal, task management, project pipeline, meeting summaries, email templates