# HoneyBook Reviews **Vendor:** HoneyBook **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 210 ## About HoneyBook HoneyBook is a clientflow management platform designed for independent service businesses, such as photographers, venues, virtual assistants, wedding planners, and creative freelancers. The platform consolidates every stage of the client lifecycle into one place, from initial inquiry to final payment, allowing users to manage their operations without switching between multiple tools. Unlike generic CRM tools, HoneyBook offers a tailored experience that integrates lead capture, contracts, invoicing, scheduling, and client communication into a single platform. It includes AI-powered automation and customization features designed specifically for the workflows of service-based businesses. The target audience for HoneyBook includes service-oriented professionals who need a system to handle lead generation, client management, and payment processing. The platform is particularly relevant for those who operate in creative industries such as photography, event venues, graphic design, consulting, and virtual assistance, where client interactions and project management are central to running the business. Key features include: Branded lead forms and questionnaires that embed on any website, along with online scheduling, appointment booking, and automated follow-up sequences to convert inquiries into booked clients Online invoices with integrated payment processing, legally binding contracts with e-signatures, and customizable proposals that combine services, pricing, contracts, and payment in one document A visual project pipeline to track every client and job status, CRM and contact management to store client details and history, a branded client portal where clients can view documents and make payments, and automated workflows and task reminders to reduce manual follow-up HoneyBook integrates with over 40 third-party tools including Squarespace, Google Ads, Mailchimp, Zoom, and QuickBooks, allowing businesses to connect their existing tech stack. The platform is available on web and mobile. A 30-day free trial is available. No credit card required. ## HoneyBook Pros & Cons **What users like:** - Users find HoneyBook's platform incredibly **easy to use** , streamlining invoicing, proposals, and overall business management. (41 reviews) - Payment Management (19 reviews) - Templates Availability (18 reviews) - Customization (16 reviews) - Templates (16 reviews) - Invoicing (15 reviews) - Users love the **time-saving efficiency** of HoneyBook, streamlining contracts and invoices for on-the-go management. (15 reviews) - Users enjoy the **powerful automations** in HoneyBook, enhancing workflow and improving client management effortlessly. (14 reviews) - Easy Payments (14 reviews) - Automations (12 reviews) **What users dislike:** - Users find the **missing features** in HoneyBook, such as project tracking and integrations, limit overall functionality. (20 reviews) - Difficult Customization (11 reviews) - Users lament the **significant price increase** of HoneyBook, finding it unjustified and frustrating for its offered services. (9 reviews) - Lack of Customization (9 reviews) - Limited Customization (9 reviews) - Users express frustration with the **lack of integration** , complicating data export and overall project management experience. (7 reviews) - Users face significant **feature issues** with HoneyBook, including poor data export options and confusing integrations. (6 reviews) - Users report **integration issues** with HoneyBook, making it difficult to sync data and manage complex projects effectively. (6 reviews) - Payment Issues (5 reviews) - Design Improvement (4 reviews) ## HoneyBook Reviews ### 1. Amazing All In One Tool for Service-Based Businesses! **Rating:** 5.0/5.0 stars **Reviewed by:** Alanna H. | Founder and Teacher, Small-Business (50 or fewer emp.) **Reviewed Date:** April 27, 2026 **What do you like best about HoneyBook?** It's all the business admin tools I need in one (I have a service-based business). I love having it all in one place and for one price. On top of highly useful admin tools, the Templates and Automation features have been absolutely key for me because I can provide a really positive, consistent product and customer experience with very little energy or time (and I am just a team of one). They are always improving the tool as well, with even more helpful features that small businesses/consultants actually need. Great customer support as well if you need help with a specific issue, or even just wondering the best way to do something. **What do you dislike about HoneyBook?** There are still some glitchy functionalities that haven't been fixed, despite a lot of other improvements they've made. Most of those glitches that actually cause inconvenience are in the Scheduler - if you add to the calendar description, it sends a notification to the client but words it as being "rescheduled," and this has caused confusion for my clients. Also, within the scheduler, adding time off or removing availability for random days is not very easy. Other than those things, which they'll hopefully fix soon, I'm super happy with HoneyBook and highly recommend it. **What problems is HoneyBook solving and how is that benefiting you?** Solving so many admin problems - not only saving me a TON of time, but also allowing me to deliver consistent, high quality products/services to my clients. ### 2. Centralized Organization with a Steep Learning Curve **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley C. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2026 **What do you like best about HoneyBook?** I love that everything is in one place with HoneyBook. I can make a file and send it to my clients, so they have all the references, resources, and guides in one place. This makes it easier for me to help move them along the client journey and support them along the way. **What do you dislike about HoneyBook?** I think right now, it's just a matter of familiarizing myself with where things are and how to use the different tools. I did find it hard to understand the whole front to back experience until I had an actual client walk through those things. It would be helpful if there were more video tutorials available, kind of like a library, so you can step by step understand each phase from the back end and what your clients are going to experience. **What problems is HoneyBook solving and how is that benefiting you?** HoneyBook helps me keep my clients organized and manage workflows, automating tasks so I don't spend too much time on things, which helps me service my clients better. **Official Response from Sharon Blatt:** > Thank you for sharing your experience with HoneyBook! We're thrilled to hear that you appreciate the convenience of having everything in one place for your clients. We understand that navigating a new platform can have a learning curve, and we appreciate your feedback on wanting more video tutorials. We'll definitely take that into consideration for future improvements. If you need any assistance or have specific questions while familiarizing yourself with the platform, please don't hesitate to reach out to our support team. We're here to help you make the most out of your HoneyBook experience and ensure a smooth client journey. Thank you for choosing HoneyBook to help you stay organized and provide excellent service to your clients! ### 3. Efficient and User-Friendly for Solopreneurs **Rating:** 5.0/5.0 stars **Reviewed by:** Patrice S. | Women's Academy, Enrichment Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** I love that HoneyBook provides the convenience of having everything in one specified portal for my clients. It's really handy to have a calendar integrated with my phone along with a scheduling system that I truly enjoy and use frequently. I also appreciate the reporting feature that lets me know how well I'm doing and provides financial assistance for taxes. The user-friendly interface stands out, allowing me to use it on desktop, laptop, or cell phone, and I enjoy making it compatible with my lock screen and voice. The tap-to-go pay options for on-the-spot clients are a nice touch. Setting it up was very easy, and the one-month trial was great to figure out and navigate through everything. **What do you dislike about HoneyBook?** Things aren't working that well for me with HoneyBook is the AI note taking system. I wish that it was a little bit more customized. In the sense of being sensitive on picking up the correct conversation that's being had, as well as the format of it is convenient for my client as well that it's not just simply provided to me in the portal for notes, that it's automatically emailed to them instead of me copy pasting it from my email to theirs. **What problems is HoneyBook solving and how is that benefiting you?** HoneyBook keeps everything organized in a portal for clients. I love the integrated calendar and scheduling system, and it helps with tax-related financial info. Sharing info or scheduling with clients is quick and easy, and its user-friendly interface works well across my devices. ### 4. Streamlined Client Communication, Exceptional Support **Rating:** 5.0/5.0 stars **Reviewed by:** Royal L. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** I like HoneyBook's ease of use which makes navigation smooth. The customer support is really responsive; whenever I have a question, I can just put it in chat and usually get a response within twenty to thirty minutes, solving my problems quickly. This quick resolution means I can return to focusing on my customers and other important tasks sooner. The contact form feature and the smooth navigation add to its usability. Even though I don't use all the features, the ones I do use are perfect for me. The setup was super easy, only taking about fifteen minutes before I could start navigating around. It's easy enough that I can teach someone else to use it without a problem. I've also shared my positive experience with other small business owners, and they've switched to HoneyBook as well. **What do you dislike about HoneyBook?** One thing I think should be updated pretty quickly is the option to generate a quote without payment terms. Sometimes it's just a quote that the customer wants. **What problems is HoneyBook solving and how is that benefiting you?** I use HoneyBook to streamline my inquiry responses to customers. It's easy to use, and chat support is quick to solve issues, which lets me focus on other important tasks. Navigation and contact forms are simple, making it perfect for my needs. ### 5. Convenient Billing, But User Interface Needs Work **Rating:** 3.0/5.0 stars **Reviewed by:** Colleen K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** I like how HoneyBook has autopay for clients, allowing me to set up automatic billing. The ease of updating contracts and having templates to customize them for each client is crucial for me. I enjoy the convenience of having contracts and invoices all in one place, with everything sent out together. The new feature that makes it easier to get paid faster with invoices, connecting to Stripe, is something I appreciate. I also like that I can send everything to a client in one email. **What do you dislike about HoneyBook?** I wish the templates were a little bit easier to fill out and the forms. I find it's a little bit tedious when connecting everything, and it's not as intuitive as I would like it to be even though I've used a lot of different systems and am pretty computer savvy. I know it could be connected to more tools, but I haven't found it that easy to set up. Prices have gone up on HoneyBook, so I think they're similar right now price-wise with Dubsado. There are definitely some things I would like to either learn how to use better or, there may be some limitations that it has that have stopped me up in the past. **What problems is HoneyBook solving and how is that benefiting you?** I use HoneyBook for invoicing and contracts, appreciating its autopay for automatic billing and customizable templates. It simplifies managing invoices and contracts together, connects to Stripe, and lets me send everything in one email. ### 6. Efficient Automation with Cost Concerns **Rating:** 3.5/5.0 stars **Reviewed by:** Delmar H. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** I appreciate HoneyBook's automations which make setting up the billing cycle really easy. Having email templates available is also useful for routine emails. I have started using the AI feature for creating standard emails, which has saved me time typing in the emails. **What do you dislike about HoneyBook?** It would be good to be able to access additional fields in my onboarding forms. For my standard emails, I need to access student names but it is unavailable with the normal smart fields. The project type field is too small for my use. It needs to be 64 characters in length. The yearly cost for me doubled last year, which takes funds from my non-profit that could be used elsewhere. **What problems is HoneyBook solving and how is that benefiting you?** HoneyBook helps me manage tuition for students by sending out monthly notices and bulk emails. The automations simplify billing cycles, and email templates save time, especially with AI-generated emails. **Official Response from Sharon Blatt:** > We're glad to hear that you find our automations and email templates helpful for managing your billing cycles and saving time. We appreciate your feedback on additional fields in onboarding forms and the project type field size. We'll take this into consideration for future improvements. Regarding the cost concerns, we understand the impact on your non-profit and will pass this on internally to discuss possible solutions. ### 7. So Many Integrations—Keeps Real Estate Leads Organized and Automated **Rating:** 4.0/5.0 stars **Reviewed by:** Regina M. | Account Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about HoneyBook?** I like that there are so many integrations. I use this specifically to manage my real estate client, and we use FloDesk and Canva, and I can integrate her email marketing contacts easily and can use templates we've already decide and import them but make sending out custom showing proposals, open houses, etc. automated while still keeping the branding the same. With real estate having so many different types of leads and coming from other sources, it's really nice to have everything in one place and organized. **What do you dislike about HoneyBook?** I wish their task project pipeline was a little more user friendly on the project management side. For people who aren't familiar with interacting with CRMs that much, when I want to share an outlook on something with Jacqui (the real estate agent whose marketing I do) it can be difficult to breakdown and explain in remote settings. **What problems is HoneyBook solving and how is that benefiting you?** With real estate, my client has potential leads coming from many different sources- from in-person meetings and networking, newsletter clicks, social media followers, people who interact with QR codes from marketing materials, etc. that there are a lot of different buckets and processes here, and having one central place to call home for everything frees up space and prevents us from having to make so many documents externally through Excel sheets. ### 8. Honeybook Strikes the Perfect Balance: Easy to Use and Train **Rating:** 5.0/5.0 stars **Reviewed by:** Miranda T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about HoneyBook?** It is so easy to navigate, user friendly, and great to train our team on! **What do you dislike about HoneyBook?** It lacks some ability to customize forms and portal displays, but honestly that hasn't held us back. We have used major competitors that allow a lot of customization and it has been too hard to use because it had too much ability to customize. Honeybook is a great balance. **What problems is HoneyBook solving and how is that benefiting you?** Keeping track of leads, communicating with clients, and seeing our team communications to clients as well! Great for keeping track of project correspondence all in one place. ### 9. Centralized Client Management Made Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Somraj G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2026 **What do you like best about HoneyBook?** I like how HoneyBook brings everything into a single, organized platform. Managing client communication, documents, and payments from one place makes day-to-day work much smoother. The automation features are especially helpful because follow-up reminders and workflow automation reduce manual effort and save time. I also find the interface quite clean and easy to navigate, which helps when handling multiple clients at once. Another thing I appreciate is how simple it is to send proposals and contracts and track their status without constantly checking emails. The automation features like reminders and follow-ups save a lot of manual effort and help ensure nothing is missed during client handling. It's been useful for maintaining a structured workflow and improving coordination between teams, especially when handling multiple clients simultaneously. HoneyBook helps solve issues by bringing everything into one place. It streamlines client communication, automates reminders, and keeps all documents like proposals, contracts, and invoices easily accessible. This reduces manual tracking and minimizes the chances of missing important updates. Features I use most are the workflows automation and client communication tools. Automated reminders and follow-ups are especially useful because they reduce manual tracking and help ensure nothing slips through the cracks when managing multiple clients. I also rely a lot on the proposals and contracts feature. Being able to create, send, and track them in one place makes the process much faster and more organized compared to handling everything over email. Another valuable feature is the invoicing and payment tracking. It simplifies the billing process and gives better visibility into payment status without needing separate tools. These features help streamline day-to-day operations and save time. **What do you dislike about HoneyBook?** One thing that could be improved is the initial setup of workflows and automations. While the feature is powerful, it can feel a bit complex at the beginning, especially when trying to customize it for specific use cases. I’ve also noticed that the customization options for templates (like proposals or emails) can feel somewhat limited if you’re looking for more advanced personalization. Additionally, occasional delays in notifications or syncing can happen, which can be slightly inconvenient when managing time-sensitive tasks. **What problems is HoneyBook solving and how is that benefiting you?** I use HoneyBook to centralize client communication and project workflows, reducing scattered emails and tools. It streamlines document access, automates reminders, and helps manage multiple clients efficiently, minimizing missed follow-ups and improving organization. ### 10. Polished Proposals and Instant Pay, but Beware of Fees **Rating:** 5.0/5.0 stars **Reviewed by:** Antoinette B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2026 **What do you like best about HoneyBook?** I use HoneyBook for writing very polished proposals, including contracts, which makes me look great and professional. I love that they have a way to make payment directly through the email, which is very efficient. I would say it has increased my closure rate to about at least 80%. It's also pretty user-friendly, and the initial setup was pretty easy. I'm getting a lot of value from HoneyBook for just $20 a month. **What do you dislike about HoneyBook?** The instant pay deduction is pretty hefty. I wish I could adjust the positioning of the itemized invoiced items. It's not possible to reorder invoice items through the phone. **What problems is HoneyBook solving and how is that benefiting you?** I use HoneyBook to create polished proposals with contracts, which increases my closure rate to at least 80%. The integrated payment feature is very efficient, enhancing convenience with instant pay. ### 11. All-in-One Contracts, Invoicing & Payments—But Freezes and Contact Management Limits **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about HoneyBook?** the ability to sign contracts, send invoices and collect payments, along with tracking progress with each project all in one place. **What do you dislike about HoneyBook?** It freezes often I can't delete old contacts if they are attached to past projects I can't update current contacts if they are attached to old projects. I can't add vendors unless they have been added to a project. There is no email campaign option Pricing has increased but the product has not improved enough for the price increase i can't use it on my ipad without using the app, and the app doesn't have the same capabilities as desktop takes a fee for bank processed payments **What problems is HoneyBook solving and how is that benefiting you?** contracts, invoicing and managing a busy scheudle **Official Response from Sharon Blatt:** > Thank you for sharing your feedback with us. We appreciate your positive comments about the convenience of managing contracts, invoices, and payments in one place. We apologize for the inconvenience you've experienced with freezing and contact management limitations. We are constantly working to improve our platform and address these issues. Regarding the pricing increase, we understand your concerns a d value your input on features like email campaigns and iPad usability and will explore ways to enhance these aspects. Please reach out to our support team for assistance with any specific issues you are facing. We are here to help and ensure you have a seamless experience with HoneyBook. Thank you for being a valued customer. ### 12. Effortlessly Manages CRM with Time-Saving Templates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about HoneyBook?** I like using HoneyBook as a CRM for keeping track of my customers and leads because it's easy to use and helps me get payments without any hassle. The templates are fantastic because they make everything really easy by letting me create something once and then use it multiple times, which saves a lot of time. I appreciate being able to have templates for different steps in my process, like brochures or agreements for events, and being able to copy and create these quickly. The initial setup was very easy for me, especially with guidance from a content creator who recommended HoneyBook and shared templates. **What do you dislike about HoneyBook?** Maybe better UI **What problems is HoneyBook solving and how is that benefiting you?** I use HoneyBook as a CRM to keep track of customers and leads. It's easy to use, helps me keep track of everything, get payments, and save time with templates for quick document creation. ### 13. Flexible Booking with Room for Improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Ana G. | Activations Specialist, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about HoneyBook?** I like that there are many integrations through Zapier, so it's easy to build workflows. I also appreciate that it's easy to book a meeting and have different booking links, which helps because my client has different types of events. And being able to connect through Zapier helps move data from HoneyBook onto other software that we use. The initial setup was also very easy, with a lot of support available. **What do you dislike about HoneyBook?** The reminders sometimes don't work well, and the sync to Microsoft calendar doesn't work well. It works when it wants to. **What problems is HoneyBook solving and how is that benefiting you?** I use HoneyBook to schedule meetings, send reminders to clients, and keep my work organized with meeting transcripts. ### 14. Easy to Use, All-in-One Tool for Invoicing, Questionnaires, and Proposals **Rating:** 4.5/5.0 stars **Reviewed by:** Sean M. | Founder/Creative Director/Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2026 **What do you like best about HoneyBook?** I like how easy it is to use and how so many aspects of an essential business is included such as the invoicing, questionnaires, proposals, etc. The platform is very easy to use and blend in with my project management. **What do you dislike about HoneyBook?** I do wish the portal was more user customizable and able to upload more documents, and even project files. A way for the clients to track the progress of the project would be ideal. **What problems is HoneyBook solving and how is that benefiting you?** Honeybook is helping solve many aspects of running a business into one single platform. Being able to create, send, and sign contracts, sending proposals, invoicing, and even having AI to help generate quick reply emails to make our time more efficient is helpful. ### 15. A One-Stop Shop That Streamlines Business Operations **Rating:** 4.0/5.0 stars **Reviewed by:** Jazzmine M. | Unit Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2026 **What do you like best about HoneyBook?** For me, it’s a one-stop shop that helps streamline my business operations. **What do you dislike about HoneyBook?** The price can be a bit expensive for a business with low revenue. It would be nice if there were a free plan that offered full access for low-revenue businesses. **What problems is HoneyBook solving and how is that benefiting you?** Automated workflows save me time, invoicing is easy, and the client portal is helpful. **Official Response from Sharon Blatt:** > We're thrilled to hear that HoneyBook has been a valuable tool for streamlining your business operations! We understand your concern about pricing and are always looking for ways to better serve our users. I will pass along your feedbackto our team for consideration. We're glad to hear that our automated workflows, invoicing features, and client portal have been beneficial to you. If you have any further suggestions or need assistance, please feel free to reach out. Thank you for your feedback! ### 16. HoneyBook Streamlines Client, Contract, and Payment Management in One Place **Rating:** 5.0/5.0 stars **Reviewed by:** Tiffany G. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** HoneyBook helps me to streamline all of my administrative business processes into one cohesive platform, making it easy to keep track of clients, contracts, and payments. **What do you dislike about HoneyBook?** I wish the price were more affordable, but, I would pay for it at almost any rate that made sense. **What problems is HoneyBook solving and how is that benefiting you?** Contracts and payments are streamlined. **Official Response from Sharon Blatt:** > We're thrilled to hear that HoneyBook has helped streamline your business processes! We understand the importance of pricing and are always looking for ways to provide value to our users. We appreciate your feedback and will take it into consideration as we continue to improve our platform. If you have any further suggestions or questions, please feel free to reach out to our support team. Thank you for choosing HoneyBook! ### 17. Streamlined Automation and Customizable Contracts with Smart Fields **Rating:** 5.0/5.0 stars **Reviewed by:** Rickie Q. | Owner/DJ, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** I love the automation and stream line process. I also love the ability to customize my contract with smart fields. **What do you dislike about HoneyBook?** When my clients are making payments I wish they have the ability to customize their payments. **What problems is HoneyBook solving and how is that benefiting you?** It’s helping me stray away from manual process of clients completing contracts making payments. ### 18. HoneyBook’s All-in-One Magic for Proposals, Invoices, and Automations **Rating:** 5.0/5.0 stars **Reviewed by:** Tahquetta H. | Freelance Web Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about HoneyBook?** The features that I like best about HoneyBook are the all in one magic! Proposal, contract, invoice, recurring payment, one time payment, automations, and batch emails. **What do you dislike about HoneyBook?** I would love for HoneyBook to have its own email system. **What problems is HoneyBook solving and how is that benefiting you?** Having things scattered and unorganized as a business owner is no good. HoneyBook takes care of this! ### 19. Convenient, Easy to Use, and a Great Variety of Products **Rating:** 5.0/5.0 stars **Reviewed by:** Lissette L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about HoneyBook?** I like how convenient and easy to use it is, and I also appreciate the diversity of its products. **What do you dislike about HoneyBook?** I don’t like that after I’ve paid, I still need to edit some things, and then I can’t edit it. **What problems is HoneyBook solving and how is that benefiting you?** Contracts and reoccurring invoices **Official Response from Sharon Blatt:** > Thank you for sharing your positive experience with HoneyBook. We're sorry to hear about the inconvenience you faced with editing after payment. We're constantly striving to enhance our platform to ensure a smoother process for our members. ### 20. Keeps Me Organized with Helpful Follow-Up Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Keri R. | Tax Prep, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about HoneyBook?** i like how it reminds me of follow ups and helps me stay organized. **What do you dislike about HoneyBook?** I wish there was better training of how to use all the features. **What problems is HoneyBook solving and how is that benefiting you?** Helping keep all clients documents in their own portal **Official Response from Sharon Blatt:** > Thank you for sharing your feedback! We're thrilled to hear that HoneyBook is helping you stay organized with follow-up reminders. We appreciate your suggestion for better training on using all the features and will definitely take this into consideration for future improvements. If you have any specific questions or need assistance with any features, please don't hesitate to reach out to our support team. We're here to help and ensure you get the most out of your experience with HoneyBook. Thank you for being a valued member! ### 21. All-in-One Admin & A/R Tools That Help You Build Expertise **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2026 **What do you like best about HoneyBook?** Everything is in one place for administration and accounts receivable, with great tools that help me build expertise in areas where I’m still a novice. **What do you dislike about HoneyBook?** I no longer have the option to have more than one company on my account. **What problems is HoneyBook solving and how is that benefiting you?** Automatic billing and payment processing, along with contracting and invoicing. It saves me time and money, and it lets me avoid having to hire someone just to handle these tasks. ### 22. Consistent, Easy-to-Use Platform You Can Rely On **Rating:** 4.5/5.0 stars **Reviewed by:** Megan O. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2026 **What do you like best about HoneyBook?** It's been a consistent, easy-to-use platform over the years **What do you dislike about HoneyBook?** Some of the features aren't as helpful, like the AI features **What problems is HoneyBook solving and how is that benefiting you?** It allows me an easy way to send contract and receive payments **Official Response from Sharon Blatt:** > We're thrilled to hear that HoneyBook has provided you with a consistent and user-friendly experience. We value your feedback about the AI features and will use it to make necessary enhancements. ### 23. HoneyBook’s Automatic Payment Reminders Keep Clients on Track **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2026 **What do you like best about HoneyBook?** I like that honeybook automatically reminds clients when their payments are due. **What do you dislike about HoneyBook?** I think it's a great platform for vendors who are constantly updating their proposals to resend items. For our planning team, once we have their contract set, we aren't altering items throughout the process anymore so it's less useful for us in that way **What problems is HoneyBook solving and how is that benefiting you?** Contract signing and invoicing made easy! **Official Response from Sharon Blatt:** > Thank you for sharing your feedback! We're thrilled to hear that you appreciate HoneyBook's automatic payment reminders. We understand your concern about the platform's functionality for your planning team and appreciate your insight and will definitely consider it for future improvements. If you have any specific suggestions on how we can better cater to your needs, please feel free to reach out. We're here to help make your experience with HoneyBook as seamless as possible. Thank you for choosing us to streamline your contract signing and invoicing processes! ### 24. Centralized Platform That Empowers My Business **Rating:** 5.0/5.0 stars **Reviewed by:** Mikki W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2026 **What do you like best about HoneyBook?** The ability to run my business from a centralized platform. It's user friendly and very easy to implement. Any time I've had an issue, I can contact customer support and have it resolved quickly. I use this tool every day in my business and appreciate all the features it has built in. It also integrates with other tools that I use. **What do you dislike about HoneyBook?** I haven't experienced any extreme downsides to Honeybook. **What problems is HoneyBook solving and how is that benefiting you?** It's allow micro independent business owners like me a robust system that allows me to grow my start-up business. ### 25. Great to get into, but never try to leave. You'll hate them. **Rating:** 0.0/5.0 stars **Reviewed by:** Austin P. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2025 **What do you like best about HoneyBook?** The files have a cute and appealing design. The pricing and initial offer are very enticing. **What do you dislike about HoneyBook?** I used this company for 2 years. I am trying to leave and can officially attest that it is a slimy company. I am trying to migrate out (to an actual modern CRM like Hubspot), and they have NO way for me to export my data en masse. Instead, I am to download each of my files MANUALLY. They offer free setup to lure you in with the promise of helping you set up for free, but if you try to leave the company, on the other hand, they provide no way to exit. This is the number one red flag I look out for with tech companies. Buyer beware, you will hate this product, and they will make it an absolute pain in the bum to get out of. Their AI capabilities are horrendous, very few integration opportunities, and their template files, while they look easy, are much more of a pain in the butt to use and modify. Truly, use any other platform. **What problems is HoneyBook solving and how is that benefiting you?** They say they can help me address my CRM and proposal challenges, although they have failed miserably. ### 26. A good CRM that's on its way to being great but the price tag is steep **Rating:** 2.0/5.0 stars **Reviewed by:** Brian S. | Owner, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** September 18, 2025 **What do you like best about HoneyBook?** I continued to like the service, but the price is too steep. **What do you dislike about HoneyBook?** When I started my subscription with Honeybook, I paid a little over $250 a year. Now two years later, they are charging over $500 a year but aren't providing anything worth the drastic price increase. **What problems is HoneyBook solving and how is that benefiting you?** It's a one stop shop for managing clients and their reoccurring payments. It saves me the time of contacting clients to remind them of their subscription renewing and such. ### 27. My Experience of Using HoneyBook as a Project Intern **Rating:** 4.0/5.0 stars **Reviewed by:** Farhana Y. | Technical writer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2025 **What do you like best about HoneyBook?** HoneyBook brings together projects, clients, timelines, and communication all into one centralised platform. What impressed me most was its intuitive and well-structured interface. The dashboards made it easy to implement project organisation, allowing me to integrate and track tasks, deadlines, and deliverables effortlessly in one place. **What do you dislike about HoneyBook?** The only downside I would like to mention was the absence of a feature that can connect additional platforms while dealing with complex projects. The need for these options made my team rely on external systems while handling larger and more dynamic workflows. **What problems is HoneyBook solving and how is that benefiting you?** As a Project Intern, HoneyBook helped me keep projects, client communication, and timelines organized in one place. With HoneyBook, it was extremely efficient to manage tasks, send invoices, and track progress within a single platform. Thus, it eliminated the need for switching between multiple tools. ### 28. Beginner-Friendly and Affordable, but Not Ideal for Business Consultants **Rating:** 2.5/5.0 stars **Reviewed by:** Adrianna M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about HoneyBook?** Beginner friendly, easy setup, cost efficient **What do you dislike about HoneyBook?** It did not work really well for a business consultant **What problems is HoneyBook solving and how is that benefiting you?** Being able to send invoices and contracts though automation ### 29. amamzing crm for business **Rating:** 5.0/5.0 stars **Reviewed by:** desiree s. | ecommerce photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about HoneyBook?** I like honeybook because it make my business more professional when dealing with clients **What do you dislike about HoneyBook?** Pricing: it is so expensive which is understanbale of all the futures you can use **What problems is HoneyBook solving and how is that benefiting you?** HoneyBook addresses several key problems faced by me as small business owners managing and keeping up with payments and communication with clients ### 30. LOVE my Honeybook **Rating:** 5.0/5.0 stars **Reviewed by:** Brookelyn W. | Owner/CEO/Graphic Designer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 16, 2025 **What do you like best about HoneyBook?** I like the ease of booking and integrating/implementing the forms into my website. Customer support I haven't dealt with personal, but others have had great things to say. I use Honeybook DAILY to run my business and the features **What do you dislike about HoneyBook?** I don't personally have anything that comes to mind. **What problems is HoneyBook solving and how is that benefiting you?** CRM, Billing, Online Form Builder, Payment Processing, Online Appointment Scheduling and automating some systems. ### 31. Seamless business integration tool **Rating:** 4.5/5.0 stars **Reviewed by:** Lara H. | Marketing Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2025 **What do you like best about HoneyBook?** I like how clean the interface is. It is easy to find most things and I like the automation features. **What do you dislike about HoneyBook?** It is hard to find client information without digging through. **What problems is HoneyBook solving and how is that benefiting you?** Helps me invoice my clients in a timely way.I like the recurring invoice so I don't have to worry about my clients. ### 32. Limited for Advanced Needs **Rating:** 3.0/5.0 stars **Reviewed by:** Sindy V. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 09, 2025 **What do you like best about HoneyBook?** Automations are good and can save time. System works well to keep track of prospects and clients. **What do you dislike about HoneyBook?** Internal automations are not enough and even using Zapier it falls short. The smart file feature is not straightforward and duplicating contracts and you have to add them as a template in the main files instead of just being able to duplicate the contract within the workspace of the client. Project dates sync with your calendar for entire days so adding dates in HB will block off your calendar completely and if you have a scheduling system connected to your calendar it is a complete mess. **What problems is HoneyBook solving and how is that benefiting you?** Client management and communication and automations. ### 33. Honeybook trust the process **Rating:** 3.5/5.0 stars **Reviewed by:** Juanita W. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2025 **What do you like best about HoneyBook?** One thing I like about Honeybook is the ability to set up automations. **What do you dislike about HoneyBook?** The price , it has increased drastically. **What problems is HoneyBook solving and how is that benefiting you?** Honeybook is allows me to keep everything in one place. I don’t need to use multiple systems to run my business. ### 34. It's made my life a breeze as a Publicist **Rating:** 5.0/5.0 stars **Reviewed by:** Winnie T. | Publicist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about HoneyBook?** I like that I can access pretty much all that I need in one place. Its taken my business up a notch professionally as well. **What do you dislike about HoneyBook?** I wish I knew about it years ago! It would have elevated my customer experience when I needed it the most. **What problems is HoneyBook solving and how is that benefiting you?** It helps me manage client invoices and contracts without headaches. ### 35. A Great Client Portal Site! **Rating:** 5.0/5.0 stars **Reviewed by:** Megan N. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about HoneyBook?** I love everything about this site. It has been a GAME changer for my business. The creators actually listen to our thoughts to make it better and it shows. **What do you dislike about HoneyBook?** I cannot think of anything major that I do not like **What problems is HoneyBook solving and how is that benefiting you?** I needed a client portal, along with a place to send invoices and other forms. And this had everything in ONE space. ### 36. The Ultimate Tool for Seamless Business Management **Rating:** 5.0/5.0 stars **Reviewed by:** Danieka E. | Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2024 **What do you like best about HoneyBook?** Everything! There is so much to love about HoneyBook; picking just one thing is hard. The most powerful tool for me is the customizable automations. They save me so much time and ensure nothing falls through the cracks. From the scheduler and email templates to the lead forms, everything works seamlessly to create a solid workflow. This saves time, makes you look more professional, and helps you stay on top of your game. **What do you dislike about HoneyBook?** I'm a big believer that there's always room for improvement. HoneyBook does a fantastic job of listening and engaging with their users, constantly updating and implementing features based on user feedback. While there's nothing major to dislike, I'm always excited to see what enhancements they roll out next. **What problems is HoneyBook solving and how is that benefiting you?** HoneyBook provides a unique CRM tailored for small to medium creative businesses, offering a customizable and easy-to-use platform. They actively engage with their customers to continuously improve their features. With a wide variety of tools and customization options, HoneyBook allows professionals to create workflows that cater to their specific business needs. The seamless integrations with other platforms make my life much easier and help me keep track of everything effortlessly. The time-saving tools are invaluable, and the more I use HoneyBook, the better it gets. ### 37. The best tool for all Photographers **Rating:** 5.0/5.0 stars **Reviewed by:** Erika S. | Photographer / Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about HoneyBook?** I love how easy it is to use HoneyBook, and how streamline it is to get a client booked, installments paid, and keep everything organized for each project. It is also so nice automated reminders for payments are sent to my clients which keeps my business running smoothly. I use Honeybook with every single client, and have watched my revenue grow. The initial set up took a little bit of time to do, but Honeybook has great customer service to help with that. I will never go back to invoicing on my own. It is far too easy and keeps my business looking and feeling professional every step of the way. **What do you dislike about HoneyBook?** The only thing I would love to see Honeybook add would be an interface for clients to collaborate on. I currently use Samepage for the planning and documenting. If Honeybook had something like that, I would never ever ever leave. Ever. **What problems is HoneyBook solving and how is that benefiting you?** Keep track of my projects, when payments are due, and signing contracts. ### 38. Not a regular user- Still see benefit **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2025 **What do you like best about HoneyBook?** It is very user friendly. The platform is very intuitive **What do you dislike about HoneyBook?** There are not that many integrations available for specific pain points. **What problems is HoneyBook solving and how is that benefiting you?** By the broad set of filters its easy for me to organize myself in a new CRM ### 39. HoneyBook is almost perfect **Rating:** 3.5/5.0 stars **Reviewed by:** Diane S. | Owner/Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about HoneyBook?** The interface is super easy to navigate. You can get pretty creative with templates and such to interface really well with your branding. **What do you dislike about HoneyBook?** Some things that seem so simple.... are overly complicated. Also I would love it if there was more integration with my website. For instance, i wish that I could have a price page embed (from HB) on my website that the clients could use. Another thing would be an easier way to accept alternative payments. Mostly it is very good but some things could be streamlined. **What problems is HoneyBook solving and how is that benefiting you?** I love that it is all in one. I can pretty much manage my business with Honeybook though book keeping and reporting could definitely be more robust. **Official Response from Jacqueline Ibarra-Garcia:** > Thank you so much for taking some time to share some feedback with us! We actually have some very exciting updates coming soon that will address both of these concerns! Currently, we just have the Contact Form that embeds on your website buuuuut we are actively working on an embeddable Lead Form! This means you can have a pricing guide, an invoice, scheduling, and/or questionnaire (ie a Contact Form) in a file that can be embedded directly on your website! Also in the works as we speak, is additional payment options! Our team is working to get those added in this year as well! Lots of exciting new features and updates coming so so soon, so keep an eye out! :) ### 40. Makes my life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Casey C. | Wedding Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about HoneyBook?** I love that everything is in one place from contracts to invoices and they are all elegantly and professionally designed, and most importantly that I can do it all on my phone when I am traveling or on the go. It has changed the way I have been able to run my business and I am so thankful that I took the time to set it up. It is truly an exciting program and one that I plan to always have from now on. **What do you dislike about HoneyBook?** It was a learning curve to figure out in the beginning but it was good to learn all the same. **What problems is HoneyBook solving and how is that benefiting you?** Keeping my invoices professional and straight to my bank account without fear or concern. ### 41. The best tool to keep my business responsive to the needs of my clients and foster new growth. **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel J. | Makeup Artist, Small-Business (50 or fewer emp.) **Reviewed Date:** July 25, 2022 **What do you like best about HoneyBook?** I love the easy to use contact forms and simple tools for booking new clients. Honeybook takes care of contracts, payments and keep my profits organized for quick accounting. **What do you dislike about HoneyBook?** I'm hoping the booking calendar becomes easier to use, as my availability changes quickly. It's a work in progress. **What problems is HoneyBook solving and how is that benefiting you?** Honeybook keeps my clients, contracts, contact forms, accounting and calendar all in one place. I never forget a client thanks to this system! ### 42. Saves time and Doubles Business **Rating:** 5.0/5.0 stars **Reviewed by:** Daniella K. | Owner, operator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about HoneyBook?** The ease of creating beautiful and easy to use marketing materials for my clients. The user experience is easy for both the client and myself. **What do you dislike about HoneyBook?** I've had people struggle with the passcode to get into their documents so I have to always remember to turn it off **What problems is HoneyBook solving and how is that benefiting you?** Making the paperwork part of my job so much easier that it is ALMOST enjoyable. The app on the phone is a blessing. ### 43. Sophisticated Gallery of Templates & Streamlined Communication! **Rating:** 5.0/5.0 stars **Reviewed by:** Connie E. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2023 **What do you like best about HoneyBook?** I love the gallery of templates to inspire the look and feel of my materials. The system is also very "user-friendly" as I edit each of the templates to suit my needs. They have many tutorial videos that have been very helpful, as well. So many of the steps of communication with potential and new clients can be automated, which has been so helpful! As soon as someone fills out my contact form, they receive automatic communications, and I can monitor the activity daily to stay on top of all activity! I have also FINALLY set up concise and streamlined services, packages, invoices and methods of payment! I hope to never have to be without Honeybooks! I highly recommend! **What do you dislike about HoneyBook?** I have only been using Honeybooks for about one month. In that time, I have learned a LOT on my own, as I poke through getting things set up. However, I think it is best if one hires one of their coaches to get everything set up. I will be doing that SOON! I also think that my time with a hired coach will be best used as I already have a sense for how to navigate the system. Perhaps Honeybooks could provide 1 free hour with a Coach to inspire new Honeybook Users to continue working with a coach? I LOVE this product and look forward to getting my systems set up! (And then I am sure I will continue to grow and evolve what I have set up!) **What problems is HoneyBook solving and how is that benefiting you?** Contact form on website; auto-reply communications; pages and forms; services, invoices and payment; communications; ALL business management! ### 44. Game changer for end-to-end client management **Rating:** 5.0/5.0 stars **Reviewed by:** Marie C. | Calligrapher & Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2022 **What do you like best about HoneyBook?** I love that it is an end-to-end client onboarding and management system. It keeps me organized, and I love the automations. **What do you dislike about HoneyBook?** Despite the automations, I hate that I have to manually move projects to their correct stages. I'm hoping the new features resolve this. **What problems is HoneyBook solving and how is that benefiting you?** Honeybook manages my client intake, proposal, contract and invoicing all in one. ### 45. What every wedding vendor needs **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina S. | Owner, photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 26, 2024 **What do you like best about HoneyBook?** Honeybook keeps me organized. I love having a portal for all my clients for easy communication and client experience! It also makes getting paid so easy. **What do you dislike about HoneyBook?** How high the transaction fees are. Id love to keep more of my money. **What problems is HoneyBook solving and how is that benefiting you?** Organization and saving me time. ### 46. I couldn’t do my business without Honeybook **Rating:** 5.0/5.0 stars **Reviewed by:** Molly K. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2024 **What do you like best about HoneyBook?** I love how organized and easy to use Honeybook is! **What do you dislike about HoneyBook?** There isn't much I dislike! Sometimes I can be confused by the new smart file format but it's just a learning curve! **What problems is HoneyBook solving and how is that benefiting you?** Having all my documents and clients/project info in one place! ### 47. Love honeybook **Rating:** 5.0/5.0 stars **Reviewed by:** Kimber A. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about HoneyBook?** HoneyBook is easy to use and you can do contracts, invoices even auto payments. It's been a game changer in my business. **What do you dislike about HoneyBook?** Wish it had texting service I am using another program that isn't as good as HoneyBook but it has a chat service that hooks up to by website that comes to me when someone has a question on my website as a text. **What problems is HoneyBook solving and how is that benefiting you?** I'm not sure on this one. I know HoneyBook is changing and better things are the way. ### 48. Honeybook is a beautiful, functional CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel S. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2024 **What do you like best about HoneyBook?** Easy to use templates, organizes my leads and clients, automations galore **What do you dislike about HoneyBook?** The reporting is not as robust as other CRM systems **What problems is HoneyBook solving and how is that benefiting you?** Organizing all of our leads and clients, streamlining communication and providing a e-contract solution for our clients and company. ### 49. Honeybooks Review **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2024 **What do you like best about HoneyBook?** It keeps track of everything. Im able to use it on my phone too **What do you dislike about HoneyBook?** theres nothing to dislilke. Ive been using honeybooks for years **What problems is HoneyBook solving and how is that benefiting you?** I love that they updated the software. Its easy to use ### 50. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie F. | special Events coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about HoneyBook?** I like how contracts, invoices, payments are all in one! I don't have to think about when to send an invoice to a client! **What do you dislike about HoneyBook?** Cost for a team is higher than I would like! **What problems is HoneyBook solving and how is that benefiting you?** Having to remember when payments are due ## HoneyBook Discussions - [How much does HoneyBook cost?](https://www.g2.com/discussions/how-much-does-honeybook-cost) - 2 comments - [What is HoneyBook?](https://www.g2.com/discussions/what-is-honeybook) - 2 comments - [What is HoneyBook used for?](https://www.g2.com/discussions/what-is-honeybook-used-for) - 2 comments - [View HoneyBook pricing details and edition comparison](https://www.g2.com/products/honeybook/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-27+12%3A16%3A24+-0500&secure%5Bsession_id%5D=d25b6151-a30d-40d3-82f0-929e5fe58fb4&secure%5Btoken%5D=a193e8a35609ff045c27d01e4e093be2f37f7068b4c26c55637bf45e46032813&format=llm_user) ## HoneyBook Integrations - [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) - [Acuity Scheduling](https://www.g2.com/products/acuity-scheduling/reviews) - [Anthropic SDK](https://www.g2.com/products/anthropic-sdk/reviews) - [Asana](https://www.g2.com/products/asana/reviews) - [Calendly](https://www.g2.com/products/calendly/reviews) - [Canva](https://www.g2.com/products/canva/reviews) - [ClickUp](https://www.g2.com/products/clickup/reviews) - [CloudSpot](https://www.g2.com/products/cloudspot/reviews) - [Dropbox](https://www.g2.com/products/dropbox/reviews) - [Email](https://www.g2.com/products/emailreseller-email/reviews) - [Flodesk](https://www.g2.com/products/flodesk/reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - [Google Calendar for Confluence](https://www.g2.com/products/google-calendar-for-confluence/reviews) - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Intuit Mailchimp Email Marketing](https://www.g2.com/products/intuit-mailchimp-email-marketing/reviews) - [Kajabi](https://www.g2.com/products/kajabi-kajabi/reviews) - [LeadConnect Marketing](https://www.g2.com/products/leadconnect-marketing/reviews) - [MailChimp Odoo Integration](https://www.g2.com/products/mailchimp-odoo-integration/reviews) - [monday CRM](https://www.g2.com/products/monday-crm/reviews) - [Motion](https://www.g2.com/products/motionapp/reviews) - [Outlook4Gmail](https://www.g2.com/products/outlook4gmail/reviews) - [Pic-Time](https://www.g2.com/products/pic-time/reviews) - [Prismm](https://www.g2.com/products/prismm/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Quo](https://www.g2.com/products/quo-quo/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Squarespace](https://www.g2.com/products/squarespace/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Todoist](https://www.g2.com/products/todoist/reviews) - [Typeform](https://www.g2.com/products/typeform/reviews) - [Wave](https://www.g2.com/products/wave-wave/reviews) - [Wix](https://www.g2.com/products/wix/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zoho Calendar](https://www.g2.com/products/zoho-calendar/reviews) - [Zoom Workplace](https://www.g2.com/products/zoom-workplace/reviews) ## HoneyBook Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Lead Management **Document Creation** - Customizability: Variables and Fields - Template Creation and Flexibility - Rich Media - Online Document Creation - PDF Creation - Custom Branding **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Bill Generation** - Templates - Digital Billing - Recurring Billing **Notifications** - Confirmations & Reminders - Appointment Follow-Up - Scheduling Notifications **Customization** - Custom Fields - Multi-page Forms - Design **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Workflow** - Document Builder Interface - Collaborative Creation - Assembly and Approval Workflows **Invoice Processing** - Approvals **Administration** - Reporting & Analytics - Processing Fees - POS Integration - Omnichannel **Bill Processing** - Batch Invoicing - Management **Settings** - Time Zone Detection - Availability Settings - Blocked Time Settings **Additional Functionality** - Embedded Forms - Offline Capability - Notifications - Payments - Mobile Forms **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Analytics** - Engagement Tracking - Proposal Effectiveness Reporting - Reporting and Dashboards **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Payment Options** - Multi-Currency - Online payment portal **Integration** - Accounting - Payments - ERP **Personalization** - Branding - Links **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Administration and Platform** - User, Role, and Access Management - Alerts and Notifications - CRM Integration - E-Signature Integration - CPQ Integration - API / Integrations **Integration** - Accounting - Payments - ERP - Account Sync **Security** - POS Verification **Integrations** - Multi- Calendar Integration - Website Integration - Payment Acceptance - Video Conferencing - Communication **Agentic AI - Billing** - Autonomous Task Execution **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Platform** - Accounting integration - E-commerce Integration **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Text-to-Speech - AI Image-to-Text **Generative AI** - AI Text Generation **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Agentic AI - Online Appointment Scheduling** - Autonomous Task Execution - Multi-step Planning - Natural Language Interaction **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top HoneyBook Alternatives - [Bonsai](https://www.g2.com/products/bonsai/reviews) - 4.3/5.0 (100 reviews) - [FreshBooks](https://www.g2.com/products/freshbooks/reviews) - 4.5/5.0 (953 reviews) - [Assembly](https://www.g2.com/products/assemblysoftware/reviews) - 4.7/5.0 (307 reviews)