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What is HoneyBook: An all-in-one solution for your Business Needs

HoneyBook is a cloud-based CRM solution designed for both businesses and freelancers that helps users to manage business processes, from consultation to billing.

What is HoneyBook: An all-in-one solution for your Business Needs

The days of having to run around town for every little thing are long gone. The small business world has come a long way in recent years, and with the rise of technology, more entrepreneurs than ever before are scaling their businesses without ever leaving home.

One of the most useful tools for this is HoneyBook, which was designed to help creative entrepreneurs get on top of everything from booking clients to managing projects and getting paid all in one place.

What is HoneyBook?

HoneyBook is a cloud-based CRM solution designed for small businesses and freelancers that helps users to manage business processes, from consultation to billing. The platform enables users to manage projects, book customers, send invoices, sign online contracts and manage payments.

HoneyBook contains a range of tools that businesses can use to manage their project and client interactions, including:

  • A Project Manager tool for managing projects with tasks, files, and deadlines.
  • An automated billing feature enabling users to create professional invoices in minutes.
  • The option to send contracts online or by mail.
  • Advanced reporting and analytics.
  • A built-in client directory for sourcing new business.

Who can utilize HoneyBook?

HoneyBook is a great fit for a variety of small businesses and freelancers. It is the perfect solution for businesses that provide a service, sell a product, or both. Whether you are a photographer, florist, designer, or have something completely different going on in your business-based life - HoneyBook has got you covered.

HoneyBook is also great for companies with multiple employees and teams because it allows users to assign tasks and communicate their progress within the platform. Here are some examples:

  • Boutique owners need to manage their shop from afar.
  • Personal trainers looking for an easy way to get paid by clients.
  • Virtual assistants who want a better way to organize workflows with clients, or simply track time spent on the job.
  • Event planners who want to manage project budgets and expenses in one place, or scheduled event setups from start to finish.
  • Graphic designers looking for a way to simplify client interactions by sending invoices online including branding options with their logo design services.

It helps to keep your business organized and engaged with clients. With HoneyBook, you can manage contracts and invoices for clients from start to finish, in one place.

Key Features of HoneyBook

1. Powerful Integration

HoneyBook is integrated to provide you with all the tools you need to run your business. Here are some of the best integrations:

  • Google Calendar so you can easily schedule appointments and track time spent on tasks.
  • QuickBooks Online for invoicing, accepting payments online or offline, tracking expenses, and paying bills. The software also integrates with other accounting programs including FreshBooks and Xero.
  • Zapier for simple automation of tasks between web applications.

It is a potential platform for entrepreneurs, small businesses, and service-based companies who want to streamline processes.

HoneyBook is also fantastic for freelancers that work on their own or with a team across multiple time zones as it enables you to easily communicate progress within the platform and assign tasks- all from one place.

2. Automated Client Booking & Appointment Requests

HoneyBook enables you to set different availability schedules and send automated client booking requests based on your schedule.

You can also choose to accept or decline appointments directly from the platform, which includes a built-in scheduler for in-person meetings with clients so there's no need to juggle calendars.

HoneyBook can also send you alerts via email or SMS when something is due. Setting up the platform only takes a few minutes and it's compatible with both Mac and PC computers as well as smartphones.

Overall, HoneyBook offers an all-in-one solution for businesses that help to manage tasks, projects, clients, and billing online in one place.

3. Create tasks and Email Reminders

HoneyBook lets you create tasks and reminders in HoneyBook based on projects, client interactions, or your personal schedule. You can set due dates and times for tasks, track the progress of every project with task statuses and receive email/SMS alerts when something is due.

HoneyBook is also fantastic for freelancers that work on their own or with a team across multiple time zones as it enables you to easily communicate progress within the platform and assign tasks- all from one place.

4. Manage Projects with Tasks, Files & Deadlines

HoneyBook has a powerful project management tool that allows you to manage projects with tasks, files, and deadlines. Assigning tasks is easy with drag and drop functionality, which also makes it possible to prioritize them based on your company's needs.

There are three different task statuses you can use- in progress, completed, or pending approval- so multiple team members can collaborate within the platform by adding their own touch to projects as they move forward.  

This software also makes it easy to track the progress of tasks, including any relevant files related to each one.

HoneyBook also lets you upload and share custom documents with clients or other team members right from your dashboard.

This platform is compatible with several file types, which include Microsoft Word (DOCX), Excel (XLSX), and PowerPoint (PPTX).

5. User-friendly Templates

One of the best things about HoneyBook is that it offers several different templates you can choose from, which are all designed to make projects easier to manage.

For example, there's a template for real estate listings with handy checklists and customizable fields including measurements, legal info, and more.

HoneyBook also has an event planning template that makes it easy to manage schedules, book venues, and send invitations in one place.

6. Lead Management

HoneyBook has a powerful lead management tool that allows you to track potential prospects and connect with them in real-time.

The software can also integrate with your current customer relationship management (CRM) system so you have all the information you need about your contacts, including social media profiles, contact history, and more.

With HoneyBook's CRM integration, you can also see who has viewed your profile and send follow-up messages or status updates.

7. Professional Contact form

HoneyBook lets you create custom contact forms that can be embedded on your website or blog to attract new clients.

You can also customize the contact form with your company's branding, which includes your logo and colors.

It is easy to set up a custom email address using Gmail or another preferred provider that automatically attaches to each message sent via HoneyBook so you don't have to worry about checking multiple inboxes for client inquiries.

8. Invoicing & Expenses

HoneyBook makes it easy to create professional invoices and track expenses for each client.

Invoicing has never been easier as clients can pay directly from the platform, which means you don't need a separate payment processing app or service- everything is done right through HoneyBook's dashboard.

There are also several different invoice templates to choose from, including customizable fields and currencies.

HoneyBook also lets you run reports and track revenue so you can see how much business your company is doing throughout the year. Any unused time on invoices will be carried over so there's no need to worry about losing money because of an inaccurate estimate or late payment.

9. Security & Privacy

HoneyBook takes data security seriously and uses bank-level SSL encryption to safeguard your personal information.

The platform also has built-in tools that allow you to backup all of your important files, including invoices, contracts, and other documents in the event something goes wrong with your computer or storage device.

With HoneyBook's secure cloud storage and HIPAA compliance, you can rest easy knowing your data is always safe.

How does it work?

Honeybook is pretty easy to set up & use once you get started: just follow these steps:

  • Create a HoneyBook account.
  • Add your company details.
  • Select your plan, and that's it!

Once you're set up HoneyBook will guide you through the rest. If you already have an account with another CRM or project management tool - don't worry HoneyBook integrates with many of them so switching is easy as pie!

You'll still get all of the benefits of having all your customer interactions in one place.

Why do you need to Choose HoneyBook?

There are plenty of CRM's out there, but none of them offer the unique features that make HoneyBook so valuable. Here are a few reasons why you should choose HoneyBook for your business:

  • You can manage unlimited users under one plan.
  • Automated email & text messages help close sales faster
  • It is especially helpful if you're selling to multiple clients at once.
  • The platform has a built-in payment system so you don't have to use another service or app.

This is great for small businesses that want all their business transactions in one place and makes it simple for clients to pay invoices digitally;


HoneyBook is an all-in-one solution for your business. The platform has many powerful features that can help you run and grow your company while staying organized and on top of everything, no matter how busy you get.

Now stop spending time doing paperwork and start focusing on what matters most that is providing excellent customer service to keep clients coming back for more!

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