HoneyBook

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HoneyBook is an AI-powered client relationship platform that helps small businesses manage proposals, contracts, invoices, and payments. It streamlines client management tasks to save users time.

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At a glance

Pricing

Paid

Free tier

API

Skill level

Non-technical

About

What is HoneyBook?

HoneyBook is an AI-powered client relationship platform designed for small businesses and freelancers, offering a comprehensive suite of tools to manage clients, projects, and payments. The platform automates administrative tasks such as creating proposals, sending contracts, generating invoices, and processing payments. Key features include a CRM for client and project tracking, scheduling, and AI capabilities for email drafts, project recaps, and business trend analysis. HoneyBook aims to simplify the entire client lifecycle, from lead capture to final payment, allowing users to focus on their core services and deliver a professional client experience. It integrates with popular tools like Zoom, QuickBooks, and Google Calendar.

Best used for

Ideal for freelancers and small business owners who need to streamline their client onboarding, manage ongoing projects, and ensure timely payments. Especially valuable for service-based businesses looking to automate administrative busywork and enhance client communication.

Common actions

manage clients

automate workflows

process payments

generate contracts

track projects

CRMcontractsAutomationclient managementbusiness managementinvoicingfreelance toolsproposals

Capabilities

Key features

AI email drafts
Project recaps
Business trend analysis
Client relationship management
Proposals and contracts
Invoices and payments
Online scheduling

Target Audience

freelancersmall business owner

Integrations

zoomicloudoutlookgoogle-contactsquickbooksgoogle-calendargmailflodesk+ 2 more

Pricing & Plans

Paid

FAQs

What are the main differences between HoneyBook's Starter, Essentials, and Premium plans?

The Starter plan includes core features like unlimited clients, invoices, and proposals. Essentials adds scheduling, automations, QuickBooks integration, and up to 2 team members. Premium further expands with unlimited team members, priority support, and advanced reporting for scaling businesses.

Does HoneyBook offer AI features to help with client communication and business insights?

Yes, HoneyBook AI provides capabilities such as generating instant, personalized email drafts, creating project recaps for meetings, and offering real-time industry insights to help users stay competitive and grow their business.

Can HoneyBook integrate with other tools I already use for my business?

HoneyBook integrates with several popular business tools. These include Zoom, iCloud, Outlook, Google Contacts, QuickBooks, Google Calendar, Gmail, Flodesk, Zapier, and Calendly to help streamline your existing workflows.

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