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All-in-one CRM for franchises

A platform that combines the functionality of multiple programs is the ultimate life saver for any franchisee. HoneyBook is so much more than just a regular CRM for franchises. With HoneyBook’s clientflow management platform you’re able to manage client inquiries, communications, payments, and more — all in one place.

No credit card required
All-in-one CRM for franchises
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Streamline your entire clientflow

All-in-one client management software keeps your franchise’s processes organized and efficient without needing to switch tools for every task.
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Showcase what makes your business unique

Flexible templates help you showcase your services, prices, and professionalism.
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Let clients sign, pay, and book faster

Quickly send invoices, contracts, agreements, and proposals so clients can get more done in one step. Then let automatic payment reminders do the follow up for you.

Easily manage clients from first inquiry to final payment

  • Cut down on your workload with franchise templates
  • Gather client info with questionnaires or contact forms
  • Get agreements signed with contract templates for franchises
  • Bill clients with franchise proposals and invoice templates
Easily manage clients from first inquiry to final payment
Easily manage clients from first inquiry to final payment

Streamline all your franchise’s client communication

  • Keep the back-and-forth in one place
  • Use templates for your client emails, proposals, and more
  • Schedule kick-off calls, meetings, and consultations
  • Invite collaborators so everyone’s on the same page
Streamline all your franchise’s client communication
Streamline all your franchise’s client communication

Manage inquiries on-the-go

  • Get notified whenever a new inquiry comes in
  • Send online contracts, agreements, online invoices or proposals from your phone
  • Access documents and client details offline, anytime
  • Track payments to your franchise in real time. Cha-ching!
Manage inquiries on-the-go
Manage inquiries on-the-go

Thinking of switching?

Try the best CRM for franchises and work on your own terms.

Features franchise owners 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 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 pay you. 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 payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients in half the time.
Online contracts
Online contracts

Online contracts

Protect your business and capture legally binding signatures. Start from our template or 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 take the nitty gritty stuff off your plate, so you’re free to focus on growing your business.
Free file setup
Free file setup

Free file setup

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your business, and we’ll set them up for free.
Client portal software
Client portal software

Client portal software

Give clients access to an organized shared workspace, where they can view all important documents so you’re always on the same page.
Payment reminders
Payment reminders

Payment reminders

Automatically send reminders to clients when they have upcoming or overdue payments, so you never have to chase down payments.
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 templates
Create professional documents and emails in minutes with customizable templates

Create professional documents and emails in minutes with customizable templates

Start saving major time on communication with templates for franchises to save time and reduce back-and-forth.

Franchise invoice templates

Whether you charge by appointment service, hourly, our franchise invoice templates have you covered.

Start from a template, make it your own, and customize for any job instead of starting from scratch every time. Our franchise invoice templates give your clients a tailored invoice with itemized services, packages, or any other combination of your pricing.

Franchise invoice templates

Franchise contract templates

Protect yourself with contracts and agreements made for franchises. Start from a franchise contract template, created by attorneys, to quickly craft auto-populating and legally binding online contracts. Then let clients fill them out and sign from any device.

Start from our franchise 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 franchise contract with an attorney to make sure you’re totally covered.

Franchise contract templates

Franchise brochure templates

Sell your franchise’s services and expertise to clients with polished brochure templates. Brochures are flexible, customizable documents that can work as welcome packets, pricing lists, quotes, testimonials, questionnaires, and more.

Your franchise brochure template lets you present any information to clients and capture a response from them in one place. Let them select services, answer kick-off questions, or request more information.

Franchise brochure templates

Franchise proposal templates

Convert prospects into clients with proposal templates for franchises. Proposals combine invoices, contracts, and payments into one user-friendly clientflow that reduces back and forth and gets you paid faster.

Creating a customized proposal is easy — simply pull in the services your client is receiving from you and your preferred franchise contract to create proposals in a snap. You can customize all your franchise templates before sending based on your client’s needs. Once you send your franchise proposal, your clients can review, fill, sign the contract, and pay!

Franchise proposal templates

Franchise questionnaire templates

Franchise questionnaire templates let you learn more about a client’s needs and collect feedback directly from them. If you like to send all your clients a list with the same set of questions, great! All you’ll have to do is duplicate your franchise questionnaire template and adjust anything you’d like for a particular client or project, and send.

Franchise questionnaire templates help you ask the right questions and get the information you need to meet your clients’ needs. No matter what stage of the process you’re in, there’s a franchise questionnaire template to do the job. You can save as many questionnaire templates as you’d like.

Franchise questionnaire templates

HoneyBook's CRM for Franchises FAQ

What should I look for in a good CRM for franchises?

What’s a better CRM for franchises, Salesforce or HoneyBook?

What should I look for in a good invoice software for franchises?

How can HoneyBook help my franchise?

How do other franchises use HoneyBook?

Does HoneyBook provide franchise invoice templates?

I’m too busy to make the switch to HoneyBook, can you help?

Where can I find HoneyBook video tutorials?

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