Is Honeybook a CRM

Is Honeybook a CRM?

6 mins

No matter what business you’re in, it’s always important to keep track of your customers and their information. Customer Relationship Management (CRM) software is a great way to do this, but not all businesses need the features that come with traditional CRM software. Is Honeybook a CRM?

Yes, Honeybook is a cloud-based CRM. It was created to help businesses manage their clients and customers more effectively. The software allows users to create and send invoices, track payments, and store client data.

Honeybook is one of many CRMs on the market. It’s a cloud-based CRM, which means it can be accessed from any device with an internet connection. 

This makes it a good choice for businesses that need access to their data from multiple locations.

What Is Honeybook and How Does It Work?

Honeybook is a platform that connects service providers with clients. It has a variety of features that allow users to streamline their workflow, including proposals, invoicing, contracts, and scheduling. Honeybook also offers a CRM tool to help users manage their contacts and leads. 

Its primary focus is on simplifying the process of booking appointments and managing client relationships. The platform offers a variety of templates and tools to help users save time on administrative tasks.

Honeybook also allows users to accept payments online and automate follow-up communication. In addition, the platform provides discounts on business-related products and services. 

Overall, Honeybook is a valuable tool for service providers who want to streamline their workflow and save time on administrative tasks. The platform’s wide range of features and integrations makes it an ideal solution for businesses of all sizes.

What Makes Honeybook a Reliable CRM?

Honeybook is a cloud-based customer relationship management software that helps small businesses and freelancers streamline their operations. From client onboarding to project management to invoicing, Honeybook offers a comprehensive solution for businesses of all sizes.


Furthermore, because it’s cloud-based, Honeybook can be accessed from anywhere with an internet connection. That means you can manage your business from your laptop, tablet, or smartphone.

Honeybook also offers a number of features that make it a reliable CRM software. For example, it includes a robust contact management system that lets you keep track of your client’s information in one place.

It also has a built-in e-signature tool that allows you to get contracts signed electronically. Because Honeybook integrates with popular accounting software like QuickBooks, you can easily manage your finances in one place.

Overall, Honeybook is a reliable CRM software that offers a comprehensive solution for businesses of all sizes.

What Is The Role of Honeybook In Your Business?

Honeybook is a client management platform that helps businesses streamline their operations and improve their customer experience.

By consolidating all of your client communications, scheduling, invoicing, and payments into one platform, Honeybook makes it easy to manage your business and deliver an exceptional customer experience.

Here are some essential roles that Honeybook can play in your business:

  • Communication: Honeybook consolidates all of your client communications into one platform, making it easy to stay organized and responsive.
  • Scheduling: The built-in calendar tool makes it easy to schedule appointments, estimate project timelines, and track deadlines.
  • Invoicing: With Honeybook, you can create professional invoices and accept payments online. This makes it easy to get paid on time and avoid late fees.
  • Customer experience: By providing a streamlined and efficient way to manage your business, Honeybook helps you deliver an exceptional customer experience.
  • Efficiency: By consolidating all of your business operations into one platform, Honeybook saves you time and energy so you can focus on what matters most, growing your business.

How to Use Honeybook in Your Business?

Honeybook is an online platform that helps businesses streamline their operations. From creating contracts to managing payments, Honeybook can help you save time and money.

Here are five ways you can use Honeybook in your business:

  • Create contracts: Honeybook allows you to create contracts and send them to clients electronically. This saves you the time and hassle of printing, signing, and scanning documents.
  • Get organized: Honeybook’s client management system helps you keep track of deadlines, tasks, and conversations with ease. This ensures that nothing falls through the cracks and that your client relationships stay strong.
  • Win new business: Honeybook’s proposals feature allows you to quickly create custom proposals for prospective clients. This increases your chances of winning new business and growing your company.
  • Get paid faster: Honeybook’s invoicing and payment processing features help you get paid faster by automating billing and payments. This gives you more time to focus on running your business instead of chasing down payments.
  • Save time: Overall, using Honeybook can save you a significant amount of time on administrative tasks. This frees up your time so you can focus on other aspects of your business, such as developing new products or services, marketing, or sales.

Honeybook is an essential tool for any business owner who wants to streamline their operations and save time. By using Honeybook, you can focus on growing your business instead of being bogged down by administrative tasks.

How Does Honeybook Benefit Your Business?

If you’re a small business owner, you know how important it is to stay organized and on top of your client communication. Honeybook is a CRM (customer relationship management) software that helps you do just that!


From keeping track of your clientele to organizing your schedule, Honeybook has tons of features to help streamline your business.

Here are a few benefits of using Honeybook for your small business: 

  • Stay organized and on top of your schedule: With the calendar feature, you can easily see what’s on your plate for the week and plan accordingly. You can also set reminders for upcoming deadlines or meetings so nothing slips through the cracks!
  • Keep track of your finances: With the invoicing feature, you can keep track of what’s owed to you and when payments are due. This way, you can stay on top of your finances and avoid any late fees or unpaid invoices.
  • Streamline your client communication: With the templates feature, you can save time by having pre-written responses ready to go for commonly asked questions or inquiries. This way, you can quickly respond to clients without having to start from scratch each time.
  • Stay creative and innovative: With the branding feature, you can create custom logos, templates, and other branding materials for your business. This way, you can present a professional and cohesive brand identity to your clients.
  • Accept payments easily: With the payment processing feature, you can accept payments from clients via credit card, debit card, or PayPal. This way, you can get paid quickly and easily without having to chase down clients for payments.
  • Get discounts on business resources: As a Honeybook member, you get access to exclusive discounts on business resources like website hosting, Stock photos Logo design, social media tools, and more! This way, you can save money on the resources you need to run your business effectively. 
  • Have peace of mind with data backup: With the data backup feature, you can rest assured knowing that all of your important data is safely stored off-site in case of an emergency. This way, you can avoid losing valuable data if something happens to your computer or phone. 

Honeybook is an essential tool for any small business owner who wants to streamline their workflow and stay organized. With so many features available, there’s no reason not to give it a try!

What Are the Drawbacks of Using Honeybook?

Like any software, there are bound to be a few drawbacks to using Honeybook. 

Here are some of the most common complaints:

  • The user interface can be confusing to navigate.
  • The templates are not always customizable.
  • Some features are hidden behind a paywall.
  • The built-in email client is not as user-friendly as some others on the market.
  • The mobile app is not as robust as the desktop version.

Despite these drawbacks, Honeybook remains one of the most popular business management platforms for creative professionals. With its many features and integrations, it can help businesses streamline their operations and grow their client base.

What Are the Alternatives to Honeybook?

Honeybook is a great alternative for businesses that want to manage their clientele and enforce contracts, but it’s not the only player in the game.

Here are some of the top alternatives to Honeybook:

  • Bonsai: Bonsai is a great alternative for businesses that want to manage their clientele and enforce contracts. With Bonsai, you can create custom proposals and contracts, track payments, and send invoices. As with Honeybook, Bonsai has a partnership with PayPal so you can easily accept payments.
  • If you’re looking for an all-in-one business management solution, Andco is a great alternative to Honeybook. With, you can manage your clients, create proposals and contracts, track payments, send invoices, and manage your calendar all in one place.
  • 17hats: 17hats is another all-in-one business management solution that offers many of the same features as Andco and Honeybook. With 17hats, you can manage your clients, finances, projects, and the team all in one place.
  • Counsel: Counsel is a great alternative for businesses that need help managing their clientele. With Counsel, you can send automated emails to keep your clients updated on your progress, create custom proposals and contracts, and track payments.
  • Cloud CMA: Cloud CMA is a great alternative for businesses that want to generate beautiful reports for their clients. With Cloud CMA, you can create custom property reports with photos, market statistics, and more.

Bottom Line

If you’re looking for an all-in-one solution to manage your business, Honeybook is a great choice. It’s easy to use and has a ton of features that will help you keep track of your finances, client communications, and project deadlines.

There are some drawbacks to using Honeybook, but the benefits outweigh them by far. If you’re not sure if it’s the right fit for your business, check out the alternatives we’ve listed below. Otherwise, head over to Honeybook and sign up for a free trial today!


Michael Fied

founder of and SpamBurner

Michael Fied is the founder and CEO of and SpamBurner. In addition, he’s an internationally top-rated and award-winning website advisor and website architect with a global team of 55. You can find Michael on LinkedIn or contact him directly here.

Control form spam forever and win. Feel the burn!

Then only $14 / mo.