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
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
Integrations
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.
Billed monthly price is $36/mo; billed yearly price is $29/mo.
Up to 2 live lead forms
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
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)
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