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HoneyBook

AI-powered client relationship platform·honeybook.com

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HoneyBook is an AI-powered CRM and client management platform for small businesses that lets users manage proposals, contracts, invoices, payments, and projects in one place. It covers the full client lifecycle from lead capture through booking, scheduling, contracts, invoicing, and payment collection. It also includes automations, AI tools (email drafts, meeting notes, project recaps, business trends), and HoneyBook Finance (banking, expense tracking, tax tools).

What it's for

Capture and track leadsSend proposals, contracts and invoicesBook clients and schedule meetingsAccept online paymentsManage client and project pipelinesAutomate follow-ups and workflowsManage business finances and taxesGenerate AI-assisted email drafts and meeting notes

Features 18

  • Client portal
  • Contracts and eSignatures
  • CRM / client pipeline management
  • Custom branding and custom URLs
  • HoneyBook AI (email drafts, meeting notetaker, project recaps, business trends, lead enrichment)
  • HoneyBook Finance (checking account, debit card, expense tracking, tax hub, savings buckets)
  • Integrations with third-party apps
  • Invoicing
  • Lead capture forms
  • Mobile app for iOS and Android
  • Online payments (card, ACH, Apple Pay, Google Pay)
  • Proposals
  • Reporting (basic/standard/advanced)
  • Scheduling / booking
  • Task management
  • Team roles and permissions
  • Template gallery
  • Workflow automations

At a glance

free trial
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
Forsmall businesses, creatives, consultants, marketers, event professionals, event services, marketing services, design & creative, professional services, personal services, home & real estate, teams
CompanyHoneyBook Inc. · 2013

Integrations

ZoomMailchimpOutlookAnthropicQuickBooksGoogle CalendarGmailFlodeskZapierCalendlyFacebookAcuityAsanaMondaySlackPic-TimePrismmCanva

Pricing

Pricing includes promotional discounts (Starter $29, Essentials $36.75, Premium $81.75), with base rates of $29/$49/$109 billed yearly or $36/$59/$129 billed monthly. Card processing fees start at 2.7% + 10¢; ACH bank transfer fees are 1.5%. Discounted card fees may be available for Premium subscribers transacting over $500,000/year. 60-day money-back guarantee offered.

Starter$36/mo

Billed monthly price is $36/mo; billed yearly price is $29/mo.

Up to 2 live lead forms

Essentials$59/mo

Billed monthly price is $59/mo; billed yearly price is $49/mo. Marked Most Popular.

Up to 2 team members, up to 10 live lead forms

Premium$129/mo

Billed monthly price is $129/mo; billed yearly price is $109/mo.

Unlimited team members, unlimited live lead forms

Billed yearly (save up to 18% off)

Last checked 29 days ago·