---
title: HoneyBook Reviews
meta_title: 'HoneyBook Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 248 reviews by the users' company size, role or industry
  to find out how HoneyBook works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 248
  scale: '5'
date_modified: '2026-08-13'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# HoneyBook Reviews
**Vendor:** HoneyBook  
**Category:** [CRM Software](https://www.g2.com/categories/crm)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 248
## 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 appreciate the **seamless payment management** of HoneyBook, making invoicing and client payments hassle-free and organized. (19 reviews)
- Users appreciate the **easy creation of materials** with HoneyBook&#39;s user-friendly templates and automation features, streamlining their workflow. (8 reviews)
- Users commend the **ease of use** of HoneyBook, appreciating its seamless integration into daily business operations. (6 reviews)
- Users value the **easy customization** of HoneyBook, enhancing their efficiency with tailored templates for various needs. (6 reviews)
- Users value the **ease of use** of HoneyBook, enhancing organization and client management for smooth business operations. (6 reviews)
- Users love the **all-in-one solutions** of HoneyBook, streamlining their real estate operations and enhancing professionalism. (5 reviews)
- Users appreciate the **exceptional customer support** of HoneyBook, enhancing their overall experience with the platform. (5 reviews)
- E-Signatures (5 reviews)
- Users value the **user-friendly features** of HoneyBook, finding it integral for managing their business efficiently. (5 reviews)
- Organization Structure (5 reviews)

**What users dislike:**

- Users face **payment issues** with HoneyBook, expressing concerns about processing fees and limited payment options. (5 reviews)
- Users are frustrated by the **expensive pricing** of HoneyBook, feeling the increase lacks justification and value. (4 reviews)
- Users face **lack of integration** , making data export difficult and complicating transitions to other platforms. (4 reviews)
- Users criticize the **limited features** of HoneyBook, feeling they do not justify the increased pricing or expectations. (4 reviews)
- Users find the **reporting features inadequate** , hindering comprehension and tracking of earnings efficiently. (4 reviews)
- Reporting Limitations (4 reviews)
- Contact Management (3 reviews)
- Users report significant **integration issues** with HoneyBook, leading to reliance on external systems and complicated workflows. (3 reviews)
- Users express a desire for **missing features** such as enhanced customization and better integration with other platforms. (3 reviews)
- Users find the **complex processes** of HoneyBook frustrating, especially lacking integration and difficult data export options. (2 reviews)

## HoneyBook Reviews
  ### 1. 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.

  ### 2. 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.

  ### 3. 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!

  ### 4. 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.

  ### 5. 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!

  ### 6. 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.

  ### 7. 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.

  ### 8. 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!

  ### 9. 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.

  ### 10. 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.

  ### 11. 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

  ### 12. 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

  ### 13. Love honey book

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tonya D. | photographer, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2024

**What do you like best about HoneyBook?**

I love how honeybook simplifes my life! It keeps all things together

**What do you dislike about HoneyBook?**

having to learn new things can sometimes be challenging

**What problems is HoneyBook solving and how is that benefiting you?**

Its helping run my business smoothly

  ### 14. Honeybook helped me earn 6 figures!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mary Catherine W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 26, 2023

**What do you like best about HoneyBook?**

I love Honeybook most for keeping me organization and also giving me the tools to create an amazing and seamless client experience. Between the automations feature, the new scheduling feature and the tasks feature, it's hard for anything to slip through the cracks! I'm a HUGE fan of how it has allowed me to automate so much of my business. It's like having an assistant!

**What do you dislike about HoneyBook?**

I'm hoping to use the scheduling feature in 2024, but it feels a little clunky and like there are a few extra, unnecessary steps in the user flow. But I know its a new feature, so I'm sure you're still working through kinks!

**What problems is HoneyBook solving and how is that benefiting you?**

Honeybook helps me keep my business organized. Between sending contracts, collecting payments and scheduling my clients, it helps me immensely and allows me to focus on the bread and butter of my business: shooting families and editing their photos.

  ### 15. The most helpful ongoing expense for my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amie H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 31, 2023

**What do you like best about HoneyBook?**

HoneyBook is very easy to use on the backend and is also a very intuitive experience for my clients. I am a wedding and event florist and utilize HoneyBook for every part of the booking process- from inquiry to signing the contract and accepting payment. It leads both myself and the client through that process very seamlessly.

**What do you dislike about HoneyBook?**

I do wish there was an option to put the credit card fees on the invoice. It took me a few months to realize that about 4% of what I collected from my clients went to processing fees. As soon as I realized this, I've been manually calculating that number and putting it on the invoice. I would love if HoneyBook had an option that calculated this number for you so you could put it on then invoice if you want.

**What problems is HoneyBook solving and how is that benefiting you?**

Getting my contract signed! I have a lengthy contract and I was nervous that sending it off to people would turn them off. HoneyBook very seamlessly takes them through that piece of my booking process before it gives them the option to pay. I love this feature!

  ### 16. Wonderful Experience!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2024

**What do you like best about HoneyBook?**

I love that everything is all in one place.

**What do you dislike about HoneyBook?**

I feel like there could be a way more advanced and better scheduling system for "direct scheduling" things.

**What problems is HoneyBook solving and how is that benefiting you?**

I need a way to connect with my clients to send them booking proposals and sign contracts. I love that all of that is in one place.

  ### 17. Extremely user-friendly way to keep all things organized without the stress!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melissa E. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 07, 2023

**What do you like best about HoneyBook?**

HoneyBook is extremely easy to navigate. The alerts sent are a lifesaver, helping me to stay on track with all tasks. As a business owner, it is easy to be pulled in so many directions at once, HoneyBook saves me from drowning!

**What do you dislike about HoneyBook?**

I don't think I have anything negative to say about HoneyBook! I can easily access from my phone or my laptop, so even on the go, I'm able to keep up without skipping a beat

**What problems is HoneyBook solving and how is that benefiting you?**

I had no idea where to start. HoneyBook and all the tools and tutorials helped me realize exactly how much I was missing without their services. I now have an entire process in place for each and every client - from the time they are interested in my services, down to the invoice, contract and payment all in one place. Everything syncs to my calendars, so I never miss planning or meetings, I would be lost without HoneyBook!

  ### 18. Game changer for my freelance business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ana G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 22, 2023

**What do you like best about HoneyBook?**

I use Honeybook on a daily basis. I love how communication with each client is centralized in one place. The contract templates are of immense help when sending out proposals. I've recently been using recurring invoices, which makes payment processing so much easier for me and my client. I also love all the reports you can look through which give you an insight into your business. Also, a huge plus is the amazing customer service, if anything comes up the response time is timely and always helpful.

**What do you dislike about HoneyBook?**

The only thing I wish it had would be recurring expenses so I wouldn't have to enter the same expense every month.

**What problems is HoneyBook solving and how is that benefiting you?**

It solves my accounting and customer management problems.

  ### 19. A Seamless Solution: Harnessing the Power of HoneyBook

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria E. | Virtual Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2023

**What do you like best about HoneyBook?**

From the outset, I was immediately impressed with HoneyBook, a comprehensive business management platform designed specifically for solopreneurs and small businesses. It is a multi-faceted tool offering solutions for project management, client communications, invoicing, and more – it has changed the game for my small business and has become an integral part of my daily operations.

One of HoneyBook's greatest strengths is its robust client management capabilities. The CRM features are exceptional and make tracking client interactions a breeze. I can manage contacts, track projects, and maintain all relevant client information in a single place. This centralization has resulted in far better organization and efficiency for my business.

**What do you dislike about HoneyBook?**

Firstly, the pricing could be a deterrent for some, particularly solopreneurs or small businesses with a limited budget. While the platform offers a wide range of features, the cost is higher than some competitors. A tiered pricing structure or customizable package could make it more accessible to a wider range of businesses.

Secondly, HoneyBook's customization options are somewhat limited. While the platform covers a broad base of needs, it doesn't offer as much flexibility as some might like when it comes to personalizing workflows, templates, and forms. Greater customization would enable users to better adapt the platform to their unique needs.

Lastly, while the integrations offered by HoneyBook are useful, the platform could benefit from expanding its range of third-party integrations. Compatibility with more apps and services would increase the versatility of HoneyBook and allow users to streamline their processes even further.

**What problems is HoneyBook solving and how is that benefiting you?**

Organization and Efficiency: Managing various aspects of a business can be overwhelming, especially when juggling multiple projects and clients. HoneyBook solves this by providing a centralized platform to manage projects, communications, tasks, and invoicing. This helps in staying organized and significantly enhances operational efficiency.

Client Relationship Management: Keeping track of client details, interactions, and project statuses can be cumbersome. HoneyBook offers robust CRM features that allow you to manage all client-related information in one place. This contributes to better customer service and relationship management.

Payment Processing: Invoicing and payments can be a complicated aspect of running a business. HoneyBook simplifies this by providing a streamlined, secure platform for billing and transactions. The platform supports various payment methods and also enables recurring invoices, reducing the administrative burden.
Time Management: Many entrepreneurs and small businesses struggle with the administrative side of business, which can take away time from core tasks. HoneyBook provides automation for recurring tasks, enabling you to save valuable time and focus more on growth-oriented activities.

Professionalism: By providing branded invoices, contracts, and other business forms, HoneyBook helps enhance your business's professionalism and credibility in the eyes of your clients.

  ### 20. Love Honey Book!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Shalisha P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2023

**What do you like best about HoneyBook?**

Honey Book offers everything I need to streamline my business operations with a delightful touch of design that aligns perfectly with my brand. What truly impresses me is the super user-friendly interface, ensuring a seamless experience for both me and my clients. The option for recurring payments is an absolute game-changer, eliminating the hassle of chasing down payments and allowing me to focus on what truly matters.

One of the aspects I adore is the secure online payment portal, which instills confidence in my clients and enables them to conveniently make payments without any concerns about safety. The inclusion of comprehensive templates is an absolute lifesaver, saving me an immense amount of time. It provides my clients with all the essential information they need before taking the next step and even allows them to effortlessly e-sign documents.

When it comes to Honey Book, there's honestly nothing I dislike. I wholeheartedly recommend this platform to every independent business owner out there. It's a transformative tool that elevates your business management to new heights, making it an indispensable asset in your entrepreneurial journey.

**What do you dislike about HoneyBook?**

HoneyBook has truly won my heart, and there's very little I could ever express dissatisfaction with. If I were to make a wish, it would be for an expanded range of design options specifically tailored for creating captivating proposals and brochures. However, despite this minor longing, my love and appreciation for HoneyBook remain unwavering. Its comprehensive features and intuitive interface have undoubtedly elevated my business operations to extraordinary levels.

**What problems is HoneyBook solving and how is that benefiting you?**

Invoicing was the driving force behind my search for a solution that perfectly aligned with my design business. When I discovered HoneyBook, it became abundantly clear that it was the ultimate all-in-one package I had been yearning for. The platform seamlessly transformed the invoicing process, making it incredibly manageable and enhancing the overall flow for my clients. HoneyBook's comprehensive suite of features has truly revolutionized my business operations, streamlining tasks and allowing me to focus on what I do best: delivering exceptional design services.

  ### 21. HoneyBook is a must have for creatives

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shelby H. | Media Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 03, 2023

**What do you like best about HoneyBook?**

I love how easy HoneyBook has made the process of turning leads into clients. As a photographer my time is important and HoneyBook has streamlined workflow.

**What do you dislike about HoneyBook?**

There really isn't anything I don't like.

**What problems is HoneyBook solving and how is that benefiting you?**

HoneyBook has solved my client organization problems as well as contracting and invoicing. Having contracting, invoicing, and scheduling all in one place has streamlined my work flow which frees up more time to focus on other aspects of my business.

**Official Response from Jacqueline Ibarra-Garcia:**

> We're thrilled to hear that HoneyBook has made such a positive impact on your workflow as a photographer. Thank you for sharing your experience!

  ### 22. Honeybook is great for any business that requires payment and booking?

**Rating:** 5.0/5.0 stars

**Reviewed by:** Misael M. | Photographer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 23, 2023

**What do you like best about HoneyBook?**

I like that I can send a presonalized Brochures to each client and if the customer decides to book they are able to make a payment right on the same page that was sent to them.

**What do you dislike about HoneyBook?**

One think that I can think of is: i am a photographer and the pictures displayes can be clicked on and saved as photo on the persons device. I would like for the pictures to be protected from being click on and downloaded.

**What problems is HoneyBook solving and how is that benefiting you?**

Client names, emails and phone numbers.

  ### 23. Clear and Concise

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lindsay M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2023

**What do you like best about HoneyBook?**

From invoices to contracts, everything on the backend is easy to navigate, and very clear to the user on the front end.

**What do you dislike about HoneyBook?**

The only thing I wish could be combined would be when an existing client signs up for a phone, it connects them with an existing project so we get a more accurate inquiry amount

**What problems is HoneyBook solving and how is that benefiting you?**

Everything we need to start a project from beginning to end is all in honeybook, and then we can integrate it with Quickbooks on the backend so everything is clear and streamlined.

  ### 24. Great way to streamline my business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amdak P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 21, 2023

**What do you like best about HoneyBook?**

HoneyBook has streamlined my business giving my clients a pleasant experience from the Contact US form to Proposal.

**What do you dislike about HoneyBook?**

More customization for other industries using the program. I'm an architectural photographer that provides photography, videography, drone, and MATTERPORT services.

**What problems is HoneyBook solving and how is that benefiting you?**

Gallery delivery. I would like copyright registration implemented as well. And tracking IP assets like pixsy or an API to Pixsy with pic time.

  ### 25. Great for beginners and Pros!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Quaid W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 20, 2023

**What do you like best about HoneyBook?**

The workflow for HoneyBook is so easy! The customizable templates for invoices, contracts, etc. make for a smooth time!

**What do you dislike about HoneyBook?**

I honestly haven't found anything that I dislike so far!

**What problems is HoneyBook solving and how is that benefiting you?**

It gives me a great way to track my workflow for each booking I receive for my photography business so I know what I need to be work on!

  ### 26. The quickest and most efficient way to book clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Neca G. | Salon Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2022

**What do you like best about HoneyBook?**

I love how easy it is to navigate the website. The contact form is what I needed the most and it was so simple to create. Once someone does inquire and I'm sent the lead, even the layout of the information is easy to read and straightforward. Other leads I get outside of Honeybook email the inquiries in a way that is harder to read unless you go into their app or site. With Honeybook, they make sure you can get all info you need in an email without having to click out.

**What do you dislike about HoneyBook?**

There could be perks and incentives for customers like myself who hit over the $10k in bookings  who want to utilize all the aspects of the site like proposals, contracts, brochures, and contact forms. The processing and instant deposit fees I seem high compared to other companies.

**What problems is HoneyBook solving and how is that benefiting you?**

Honeybook allows me to point my potential customers to one place to inquire, gather all necessary information, and proceed to booking through brochures, proposals, and contracts, all of which I do through Honeybook. I love that I can use one site to do get my client through the entire booking process.

  ### 27. Ease of Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leigh Ann V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2023

**What do you like best about HoneyBook?**

I use Honeybook for all my invoicing and lead capture for future clients. The ease of setting up recurring invoices and automations have really improved my business.

**What do you dislike about HoneyBook?**

I would like to share a workbook/template (because they are more detailed) as a lead gen but was unable to. Not a huge deal crusher as I was able to create a landing page of sorts.

**What problems is HoneyBook solving and how is that benefiting you?**

It keeps all my clients in one locaiton, I can commuicate with them directly or in a mass setting, and it helps me create beautiful, professional looking templates to maintain consistency.

  ### 28. User Friendly and Covers All My Bases

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kayla B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 03, 2023

**What do you like best about HoneyBook?**

Super easy proposal, invoice and contract creation through customizable or uploaded templates. Also easy payment collection for all of my invoices and services.

**What do you dislike about HoneyBook?**

A few more customization options for events would be great, but a very minor issue.

**What problems is HoneyBook solving and how is that benefiting you?**

Payment Collection, Cohesive Proposals, Invoice Building, CRM at a great cost.

  ### 29. HoneyBooks saved my life

**Rating:** 5.0/5.0 stars

**Reviewed by:** Angela D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 08, 2023

**What do you like best about HoneyBook?**

The best thing I like about HoneyBook is that it helps me keep everything in one place.

Such as my contracts, payments, and communication between me and my clients in one place.

**What do you dislike about HoneyBook?**

There are not a lot of things I dislike just some things that need improvement,

**What problems is HoneyBook solving and how is that benefiting you?**

It solved the problem of making me look like I'm organized.

  ### 30. Honeybook a professional tool for growing entrepreneurs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley M. | Virtual Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 24, 2023

**What do you like best about HoneyBook?**

I love how easy it was to setup and how quickly support staff helps you with any navigation or setup issues

**What do you dislike about HoneyBook?**

I dislike the fees charged for bank deposits

**What problems is HoneyBook solving and how is that benefiting you?**

It allows me to communicate with clients in one portal and have it specific to their needs

  ### 31. Must-have for service based entrepreneurs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verena L. | Email List Manager + Copywriter, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2023

**What do you like best about HoneyBook?**

Sends automatic payment reminders to customers. You can reuse your most recent proposals as templates for new proposals and you can keep all of your communication with your clients in one place in Honey Book instead of using a regular email platform where there might be multiple threads which makes it harder to keep track of things and find important emails when you need them.

**What do you dislike about HoneyBook?**

You can only have one type of scheduling link. For me, I meet with clients for different reasons so it would be nice to have separate sessions or some way to customize the calendar notes for different occasions.

**What problems is HoneyBook solving and how is that benefiting you?**

organizing my CRM and keep all important customer data in one easy-to-find place.

  ### 32. Honeybook is so helpful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shana S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

I have been using honeybook for a few years and I must say that I am very pleased. To see the updates that have occurred has been perk as well. I used to have to send individual invoices, separate payment options. Separate emails. The list goes on and on. My business has run more seamless because of honeybook. I would have to say they have contributed to me having more business of the easy process for my clients.

**What do you dislike about HoneyBook?**

It's not a dislike just I have to take out a lot of time to learn the updates and the entire system.

**What problems is HoneyBook solving and how is that benefiting you?**

I love that honeybook automates my reoccurring clients invoice. And that myself and my client can sign contracts within the system

  ### 33. I love HB!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tara Lawrence P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

I am absolutely LOVING beta Finance! That is going to be a game changer. And have loved everything else too. HB is great! I am a photographer. I was with Iris for 3 years before I was with 17 hats for 4 years and then I switched to Honeybook 3 years ago now and love it. 10/10!

**What do you dislike about HoneyBook?**

Absolutely nothing :) I love HB! Finance beta is great so far. I love the new templates! Great job. Nothing to note :)

**What problems is HoneyBook solving and how is that benefiting you?**

All of my problems :) I use the finance beta, scheduling, invoicing, CRM, email templates, etc... and it saves me so much time and so much money in subscriptions to other platforms because I can do everything right in HB.

  ### 34. User friendly is an understatement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 13, 2023

**What do you like best about HoneyBook?**

Honeybook makes running a business the slickest, easiest thing to do! From templates galore to a simple few clicks to getting paid, it's a godsend for sure! Hands down the easiest app to use for running a professional and efficient business.

**What do you dislike about HoneyBook?**

Nothing, honestly. If there were pre-made email templates, that'd make it even better but the resources given are so useful and easy to use, there truly is nothing to dislike!

**What problems is HoneyBook solving and how is that benefiting you?**

Being able to run my business on the go through an app. I don't have to hassle with my laptop..just a few clicks and my clients are taken care of and my bank account is chachinging!!

**Official Response from Jacqueline Ibarra-Garcia:**

> Thank you so much for the review!  We would love to showcase this review in some of our marketing materials and attribute it to you if you're interested!  Please let us know if you would like to know more by sending us an email at reviews@honeybook.com.

  ### 35. HoneyBook Saved Me!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole J. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

When set up properly, HoneyBook keeps my business running smooth! One place for all the costumer connections! The best thing is they continue to improve and make more opportunities to customize your clients experience!

**What do you dislike about HoneyBook?**

HoneyBook is a little behind when it comes to CRMs. There are still some systems of customizations that are not available yet. Also, getting help requires that you hire a HoneyBook pro... I wish this service was included in a membership.

**What problems is HoneyBook solving and how is that benefiting you?**

HoneyBook is solving the problem of see less booking experience for me. The automations to help ensure inquires and clients don't fall through the crack, give my business the best opportunity to give excellent service.

  ### 36. Game-Changer for My Business!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen D. | Owner, founder, primary photographer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 21, 2023

**What do you like best about HoneyBook?**

I can't say enough good things about HoneyBook! This platform has truly transformed the way I do business, making me look like a total pro in the eyes of my clients.

**What do you dislike about HoneyBook?**

More personal, I don't have the time to further customize.

**What problems is HoneyBook solving and how is that benefiting you?**

Streamlined payments and having one location for clients to look at the contract.

  ### 37. Necessary for business owners

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 18, 2023

**What do you like best about HoneyBook?**

It's easy to use. It continually improves the app by adding features that business owners need.

**What do you dislike about HoneyBook?**

Nothing at this point all of the things I wished, for were slowly added to the platform.

**What problems is HoneyBook solving and how is that benefiting you?**

It keeps my business streamlined. I have everything in one place I can send one document with all the appropriate links, and it helps. My clients do not feel overwhelmed, while they are being on boarded by me

  ### 38. User friendly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Olivia A. | Photographer, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 06, 2023

**What do you like best about HoneyBook?**

Easy to use, very user friendly, great customer service!

**What do you dislike about HoneyBook?**

The only thing I'd change is I'd like the ability to take payments over thr phone and in person

**What problems is HoneyBook solving and how is that benefiting you?**

Client organization to aid with my client experience and workflow

  ### 39. HoneyBook makes life so, so simple

**Rating:** 4.5/5.0 stars

**Reviewed by:** Tiffany T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

HoneyBook keeps me on track! Being able to take a client from a proposal/idea to a contract and recurring invoice helps speed up my onboarding and allows me to focus on executing my best work.

**What do you dislike about HoneyBook?**

If I send a smart file to my contact, they can't forward it to another contact in their office (e.g., an accountant or resource manager) for approval or payment.

**What problems is HoneyBook solving and how is that benefiting you?**

I despise tracking hours. HoneyBook makes it simple to do and turn into an invoice. I'm more productive, can handle onboarding faster, and have a better sense of how much money I'm generating.

  ### 40. Works great for many different businesses.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alycia M. | Customer Service, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 02, 2023

**What do you like best about HoneyBook?**

I love that I can customize the pipeline to my business needs. I love that you can create automations to really help you meet your business needs!

**What do you dislike about HoneyBook?**

Could be a little more user friendly. I know they have plans where you can pay more for assistance setting up but definitely have to learn the system to make sure  you're getting the best out of it!

**What problems is HoneyBook solving and how is that benefiting you?**

It is allowing me to have a professional CRM and allow me to ensure my client experience is top tier.

  ### 41. Efficient workflows and automations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

The templates, automations and general workflow in Honeybook is easy to use and saves me time. The phone app is also well designed. I enjoy the customization options Honebook offers compared to other software.

**What do you dislike about HoneyBook?**

The main issue I've heard is that my clients don't love the user experience with Honeybook. Additionally, I'd like to see more reports and analytics to help me improve my business.

**What problems is HoneyBook solving and how is that benefiting you?**

Keeps all my client communications, schedule, paperwork and billing organized in one place. It ensures I can offer my clients the best experience possible and focus on relationship building.

  ### 42. Best CRM for small businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Julienne G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 24, 2023

**What do you like best about HoneyBook?**

Easy user interface and they have thought about what is useful for business owners and creatives. Love the templates!

**What do you dislike about HoneyBook?**

Nothing. I love the features. They are also always inproving.

**What problems is HoneyBook solving and how is that benefiting you?**

Managing all my clients and payment processing

  ### 43. My favorite way to manage my business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** DARBY S. | Photographer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

I am happy to provide a positive review for HoneyBook, a platform that has been essential to managing my business. HoneyBook has made it easy to keep up with clients, send invoices, and streamline my workflow.
One of the things that I appreciate about HoneyBook is how user-friendly the platform is.

**What do you dislike about HoneyBook?**

occasionally there are issues with sending emails where the emails do not go out.

**What problems is HoneyBook solving and how is that benefiting you?**

has been essential to managing my business. HoneyBook has made it easy to keep up with clients, send invoices, and streamline my workflow.

  ### 44. Streamlining my process

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chantel W. | Graphic Designer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

I enjoy the convenience of me being able to streamline my processes as well as utilize the digital signature.

**What do you dislike about HoneyBook?**

I dislike not being able to receive a payment at the end once someone schedules a consultation with me through the scheduling calendar. This would have a great deal as it would account for clients who do not show up and I have already a lot at that time.

**What problems is HoneyBook solving and how is that benefiting you?**

It is helping with capturing the client signature and other acknowledgments. Also, it helps with the reminders of payments due.

  ### 45. Nice General Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawniece E. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 10, 2023

**What do you like best about HoneyBook?**

This is a great general CRM. It has almost everything you need to start creating a professional appearance for your business. I also love that they have an appointment scheduling feature built in and the price is very affordable.

**What do you dislike about HoneyBook?**

I don't like that it gives a lot of new/small business owners the idea that the sample contracts they include are solid. It's nice that they are included; however, using this as a selling feature isn't fair to newer business owners that don't know what they need regarding legal.

**What problems is HoneyBook solving and how is that benefiting you?**

I used HoneyBook as a CRM. It kept each of my bookings organized.

  ### 46. The BEST software for freelancers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yoanna M. | Website Designer, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2022

**What do you like best about HoneyBook?**

Custom automations, COMPLETE customization ability (custom fonts, branding, page layout, etc.), creative freedom to format everything just the way I want it, all docs are mobile-optimized, client portal for all clients, ability to see if client opened email, automatic reminders, 2-factor verification option for sending files to clients, ability to track time, ability to create contracts, quotes, invoices, and quizzes all in one place. Oh and i love the multi-page invoices and the ability for my clients to pay straight through the invoice. Their processing fees are also very reasonable and it's very intuitive to set up

there are sooooo many more features that I love about honeybook - it's impossible to list them all.

**What do you dislike about HoneyBook?**

The only thing I could suggest is adding the option to sort files in "my library"  by tags and folders. That's it!

**What problems is HoneyBook solving and how is that benefiting you?**

Sending quotes/proposals/invoices/service menu to clients, tracking business income, integrating with Quickbooks to keep my finances in check, truly customized files to express my creativity through branding, keeping track of all clients/projects, looking very professional

  ### 47. Helped me with my client workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Photography | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

I can easily see what point I am in my process with my clients. It is so easy to forget if you've sent a client something, which helps me keep track of that. I also really like that I can take payments easily.

**What do you dislike about HoneyBook?**

I've had emails get lost to a client before, but it was a while back and seems to have been fixed. When I reached out about the issue, they immediately resolved it.

**What problems is HoneyBook solving and how is that benefiting you?**

I can see what I've sent my clients, including questionnaires, invoices & contracts. It's helpful to have all of this in one place. The templates alone have saved me a lot of time.

  ### 48. The BEST Platform for Client Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 09, 2023

**What do you like best about HoneyBook?**

I can't tell you how much I adore Honeybook. I've used it since day one of my business and it has allowed me to save time and create a flawless client experience!

**What do you dislike about HoneyBook?**

The two-factor for clients can be confusing. Also, If you pay an invoice and are already a part of honeybook sometimes it won't let you in.

**What problems is HoneyBook solving and how is that benefiting you?**

Automating our client inquiry to onbaording process and keeping up with invoices!

  ### 49. The BEST

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica J. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2022

**What do you like best about HoneyBook?**

Everything about Honeybook makes us run our business a breeze! Being able to have everything in one centralized place makes for staying on top of clients effortless.

**What do you dislike about HoneyBook?**

We have no dislikes for Honeybook. Everything we have experienced has been positive.

**What problems is HoneyBook solving and how is that benefiting you?**

They solve the day to day tasks at hand with our wedding clients. The automation function is key to keeping us on track and the communication on point.

  ### 50. Very professional and efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 20, 2023

**What do you like best about HoneyBook?**

Great for efficiancy and organization! I like the automatic email responses.

**What do you dislike about HoneyBook?**

Can be complicated if you don't take the time to train yourself to form your own system within the crm- because honeybook offers a lot.

**What problems is HoneyBook solving and how is that benefiting you?**

The system is helping me with automated email templates and providing organization with tasks.


## 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?filters%5Bnps_score%5D=5&page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-14+13%3A53%3A52+-0500&secure%5Bsession_id%5D=67e6c266-a4ec-4eeb-b599-eec6b49437bd&secure%5Btoken%5D=086df16fd0cc7f0d220e0767ea1650887bb6729ed35c796fafa8144b3d915431&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)
  - [Calendar](https://www.g2.com/products/calendar/reviews)
  - [Calendly](https://www.g2.com/products/calendly/reviews)
  - [Canva](https://www.g2.com/products/canva/reviews)
  - [Chrome OS](https://www.g2.com/products/chrome-os/reviews)
  - [Claude](https://www.g2.com/products/claude-2025-12-11/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)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/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)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/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 Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Quo](https://www.g2.com/products/quo-quo/reviews)
  - [SimpleTexting](https://www.g2.com/products/simpletexting/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)
  - [TurboTax Self Employed](https://www.g2.com/products/turbotax-self-employed/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)
  - [Xero](https://www.g2.com/products/xero/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
- Contract/License Management

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Additional Functionality**
- AI Copilot
- Electronic Signature
- Approval Process Control
- Customer History
- Workflow Management
- Reminders
- Automated Quoting
- Price/Margin Management
- Contact Management
- Drag & Drop
- Pricing and Cost Calculations
- Calendar Management
- Catalog Management
- Client Portal
- Discount Management
- Real-Time Data
- Proposal Generation
- Billing & Invoicing
- Generative AI
- Customizable Branding
- Template Management
- Document Management
- Estimating
- Email Management
- Third-Party Integrations
- Reporting & Statistics
- Access Controls/Permissions
- Customizable Fields
- CRM
- Pricing Management
- API
- Accounting Integration
- Activity Dashboard
- Contract/License Management
- Electronic Payments
- Audit Trail
- Quotes/Estimates

**Marketing Automation**
- Email Marketing
- Lead Management
- Email Management
- File Management
- Deal 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
- Debit/Credit Card Processing
- Online Payments
- Partial Payments
- In-Person Payments
- Digital Wallet Payments

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Notifications**
- Confirmations & Reminders
- Appointment Follow-Up
- Scheduling Notifications
- Recurring Appointments
- Automated Scheduling
- Group Scheduling

**Customization**
- Custom Fields
- Multi-page Forms
- Design
- Forms Creation & Design

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Workflow**
- Document Builder Interface
- Collaborative Creation
- Assembly and Approval Workflows

**Invoice Processing**
- Approvals

**Administration**
- Reporting & Analytics
- Processing Fees
- POS Integration
- Omnichannel
- Payment Gateway Integration
- ACH Payment Processing
- Cryptocurrency Processing

**Bill Processing**
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Settings**
- Time Zone Detection
- Availability Settings
- Blocked Time Settings

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**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
- Self Service Portal

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Personalization**
- Branding
- Links

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Administration and Platform**
- User, Role, and Access Management
- Alerts and Notifications
- CRM Integration
- Electronic Signature
- CPQ Integration
- API / Integrations
- Contract/License Management
- Knowledge Base Management
- Contact Management
- RFP Management
- Workflow Management
- Document Management
- Task Management
- API

**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

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead 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

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Templates
- Collaboration Tools
- AI Copilot
- CRM
- Automatic Formatting
- Client Portal
- Access Controls/Permissions
- Quotes/Estimates
- Customizable Reports
- Content Library
- Data Import/Export
- Document Review
- Document Automation
- Reminders
- Audit Trail
- Reporting & Statistics
- Approval Process Control
- Version Control

**Additional Functionality**
- Data Synchronization
- Transaction Monitoring
- Purchasing & Receiving
- Contactless NFC
- Offline Access
- Electronic Signature
- PCI Compliance
- Credit Card Management
- Fraud Detection
- SSL Security
- Mobile Access
- Generative AI
- Returns Management
- Discount Management
- Reminders
- Barcode/Ticket Scanning
- Reporting & Statistics
- Recurring/Subscription Billing
- Compliance Management
- Transaction History
- Mobile Card Reader
- Sales Tax Management
- Customer Database
- Receipt Management
- Customizable Branding
- Invoice Management
- Cash Management
- Remote Access/Control
- Multi-Location
- Sales Trend Analysis
- CRM
- Gift Card Management
- Sales Reports
- AI Copilot
- Multiple Payment Options
- Loyalty Program
- Status Tracking
- Alerts/Notifications
- Activity Dashboard
- Expense Tracking
- Data Security
- Payment Links
- API
- Payment Fraud Prevention
- Payment Reconciliation
- Data Import/Export
- Search/Filter
- Real-Time Data
- Billing & Invoicing

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Agentic AI - Online Appointment Scheduling**
- Autonomous Task Execution
- Multi-step Planning
- Natural Language Interaction

**Additional Functionality**
- Access Controls/Permissions
- Customizable Forms
- Customizable Templates
- Availability Management
- Wait List Management
- Mobile Access
- Client Portal
- Data Import/Export
- Appointment Management
- Email Marketing
- Client Management
- Employee Management
- Client Database
- Online Booking
- Reporting & Statistics
- SMS Messaging
- Credit Card Processing
- API
- Multi-Location
- Email Management
- Customer History
- Calendar Management
- AI Copilot
- Activity Dashboard

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

## 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 (961 reviews)
  - [Assembly](https://www.g2.com/products/assemblysoftware/reviews) - 4.7/5.0 (326 reviews)

