Please share where you primarily live and operate your business. We want to make sure that HoneyBook works where you do.
Today, HoneyBook is designed for Independents based in the U.S. and Canada, but we’re growing every day. Help us decide where to launch next by registering your interest.
We’ll be in touch with an email to as soon as we start gearing up for a launch in . In the meantime, feel free to visit our small business blog.
CLIENT relationship management
Turn leads into long-term client relationships with CRM tools that connect to your HoneyBook proposals, contracts, invoices, and payments.
Make a great first impression
Track leads and get more of your ideal clients in the door with branded lead forms, service guides, intro packets, and more.
Keep client details in one place
Store contacts, conversations, files, notes, and payments in a single, organized client record that gives you the full picture at a glance.
Keep projects on track
See where each client is in your workflow, manage tasks, and keep projects moving forward.
Let busywork take care of itself
Automate messages, follow-ups, files, and tasks so things get done without landing on your to-do list. No technical setup needed.
Give clients a project HQ
Organize project details, communications, files, and notes, in a shared client portal to build trust and create alignment.
Add lead form links to your website, emails, social bios, or just about anywhere.
Receive predictive alerts when high-value leads reach out so know where to focus.
Collect key information to qualify leads and kick off projects.
Send contracts, proposals, and invoices, pre-filled with the client’s details.
Create professional proposals and track when leads open, view, and respond.
Access AI-powered metrics to understand your top services, clients, and projects.
Unlock your productivity and potential with AI built to guide you through every client relationship.
Learn more
HoneyBook does a lot, because so do you. Keep exploring how HoneyBook can help your business thrive.
We wrote that with much regret and self-loathing. But you’ve come to the right place to get answers to frequently asked questions about how HoneyBook works for client relationship management.
Yes! There are a number of great resources to help you get up and running, including in-product setup guides.
For more advanced and detailed tips on getting started, you’ll have access to the HoneyBook Academy full of educational content, and a Community where you can connect with other HoneyBook members. You can also find answers and guidance on our Help Center.
And for even more hands-on service, we have HoneyBook Pros who are vetted systems experts you can hire to set up, build, and optimize your account.
Yes, you can connect your HoneyBook account to popular business apps such as QuickBooks, Gmail, Calendly, Facebook, Zapier, Flodesk, Acuity, Asana, Monday, Slack, Pic-Time, Zoom, Prismm, and Canva. Learn more about integrations
Yes, our support team is available via live chat and email, plus you'll find helpful guides, tutorials, and training resources in our HoneyBook Academy.
Yes, in HoneyBook, you can automate repetitive tasks such as follow-up emails, contract reminders, invoice scheduling, client onboarding sequences, and project status updates so you can focus on what matters most.
Yes, the HoneyBook mobile app lets you manage your business on the go. Chat with clients, send contracts and invoices, track project progress, and stay on top of your pipeline from anywhere. Download it from the App Store or Google Play Store.
