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All-in-one CRM for social media consultants

As a social media consultant, you know that the audience is your priority. Using a full clientflow management platform with a CRM for social media consultants empowers you to manage client inquiries, communication, payments and more — all in one place.

No credit card required
using a crm for social media consultants
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Streamline your entire clientflow

Stop switching tools for every task. Use HoneyBook’s clientflow platform as an all-in-one CRM for social media consultants that helps you manage client communication, scheduling, contracts, and billing from one central hub.
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Showcase what makes your social media consulting business unique

Stand out with social media contract templates, online invoices, proposals, and questionnaires that fit your brand and business.
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Let clients sign, pay, and book faster

Send professional invoices and proposals that make it easy for clients to pay online. Plus, let automatic payment reminders do the follow-up for you.

Easily manage clients from first touch to final payment

  • Funnel inquiries directly into your clientflow
  • Automate follow-ups and tasks to take work off your plate
  • Gather info with social media client questionnaires
  • Get real-time notifications for important status updates
managing business with crm for social media consultants
managing business with crm for social media consultants

Streamline all your client communication

  • Keep the back-and-forth in one place with our CRM for social media consultants
  • Let clients schedule consultations based on availability
  • Get read receipts on all emails and files
  • Invite team members or collaborators so everyone’s on the same page
social media consultant business proposal
social media consultant business proposal

Run your entire social media consultant business on-the-go

  • Get notified whenever a new inquiry comes in for your social media services
  • Stay productive with a desktop and mobile social media CRM
  • Access client details offline, anytime
  • Track payments in real time. Cha-ching!
social media consultant apps proposal software
social media consultant apps proposal software

Thinking of switching?

Grow your social media business without losing the personal touch.

Features social media consultants love

All-in-one clientflow platform
All-in-one clientflow platform

All-in-one clientflow platform

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling, and more — in one organized place.
Lead and project tracking
Lead and project tracking

Lead and project tracking

Funnel prospective clients from your website, Facebook ads, and email directly into your clientflow on HoneyBook. From there, easily follow up and track projects from end-to-end.
Online invoices
Online invoices

Online invoices

Make it easy for clients to receive your invoice and pay you for your social media consultant services. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.
Proposals
Proposals

Proposals

Combine online invoices, online contracts, and payments into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.
Online contracts
Online contracts

Online contracts

Protect your social media consultant business and create legally binding contracts written by attorneys. Start from one of our templates and add custom language, plus get notified as soon as a contract is signed.
Online meeting scheduler
Online meeting scheduler

Online meeting scheduler

Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.
Online payment software
Online payment software

Online payment software

Accept all major debit/credit cards with processing fees as low as 2.9% + 25¢ and ACH payments with a 1.5% processing fee. We replace PayPal or Square and even work directly with you in the event of a payment dispute.
Automations
Automations

Automations

Automate steps in your process, at the cadence of your choice. Automations free up your time, so you’re free to focus on your clients and growing your social media consultant business.
Free file setup
Free file setup

Free file setup

Our team is here to make your transition into HoneyBook's clientflow management platform seamless. Simply send us the documents you currently use to run your business, and we’ll set them up on our platform for free.
Client portal software
Client portal software

Client portal software

Give clients access to an organized shared workspace, so you’re always on the same page.
Payment reminders
Payment reminders

Payment reminders

Automatically send payment reminders to clients when they have upcoming or overdue payments, so you never have to chase down another payment.
Mobile app
Mobile app

Mobile app

Work from anywhere with the HoneyBook App for iOS and Android. Get real-time updates on leads, payments, and more.
Create professional documents and emails in minutes with customizable social media consultant templates
Create professional documents and emails in minutes with customizable social media consultant templates

Create professional documents and emails in minutes with customizable social media consultant templates

Start saving major time on communication with templates for social media consultants.

Social media consultants invoice templates

Whether you charge on a recurring basis, collect an up-front deposit, or want to bill clients on specific dates, our social media consultant invoice templates have you covered.

Start from a template, make it your own, and customize for any of your clients, instead of starting from scratch every time. Our social media consultant invoice templates allow you to provide a tailored invoice where your clients will view your itemized services, packages, or any other combination of your pricing.

create social media consultant invoice with crm for social media consultants

Social media contract templates

Protect yourself with contracts made for social media consultants. Start from a social media consultant contract template to quickly craft auto-populating, legally binding online contracts and let clients fill and sign from any device.

Start from our social media contracts or add any existing legal language you have to the templates. Our smart fields help you quickly fill out contracts with existing job-specific details so you save tons of time and get your contracts out asap! We always recommend reviewing your final social media consultant contract with your attorney, to make sure you’re totally covered.

social media consultant contract template

Social media consultant brochure templates

Influence your audience and sell your services to clients with brochure templates for social media consultant. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, proofs, and more.

Essentially, a social media consultant brochure template allows you to present information to clients and capture their response, whether it be a service selection, requesting information, or a questionnaire response.

social media consultant brochure templates

Social media consultant proposal templates

Convert prospects into booked clients with proposal templates for social media consultants. Proposals combine online invoices, contracts, and payments into one user-friendly clientflow, so that you can skip the back and forth and get paid fast.

Creating a customized proposal is easy — simply start from a template and pull in the services your client is receiving from you and add your preferred social media consultant contract template. You can customize all your social media consultant templates before sending them per the client’s needs. Once you send your social media proposal, your clients can review, fill and sign the contract, and pay!

social media consultant proposal templates

Social media consultant questionnaire templates

Learn more about a client’s needs and collect feedback from them with questionnaire templates for social media consultants. If you like to send all your clients a list with the same set of questions, all you’ll have to do is start from your social media consultant questionnaire template, adjust anything you’d like for a particular client or job, and send.

Social media consultant questionnaire templates help you ask the right questions and collect feedback regarding your clients’ social media needs. You can save as many questionnaire templates as you’d like!

social media consultant questionnaire templates

HoneyBook's CRM for social media consultants FAQ

What type of social media consultants use HoneyBook?

Does HoneyBook provide social media contract templates?

How much does HoneyBook cost?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

No credit card required