I like that HoneyBook streamlines all of my templates, financials, and customer interactions in one software.

Having all my CRM tasks in one spot, organized well and easy to use. Automations available to run my business.

I use HoneyBook to invoice my clients and to have a place to organize my projects and contacts. It helps keep me on top of my invoices and when they're going out, plus payments. It reminds me when clients haven't paid so I can send reminders. I love the templates I'm able to use and how I can customize each template specifically for that client, because I like to use my clients' logos and colors in their invoices as well as the landing page they come to to pay their invoice. I think it gets a very nice, white-glove-type finish. I also like that HoneyBook makes getting all my records together for when it's time to pay taxes or just keeping track of my expenses. What I really appreciate is that it helps me stay organized and stay on top of my invoices. When you have a lot of clients and you're sending out a lot of invoices, it can be hard to keep track of who has paid and who hasn't, so it's nice that it lets me know right away. I like the little cha-ching sound when somebody makes a payment. I also appreciate that when somebody hasn't even opened the invoice, it lets me know, because that way I can check that I have the information correct and contact the client to remind them. I very much appreciate how it stays on top of my invoices. That is key to my business. I'm still exploring and learning how it works, and I'm excited to see it's getting more and more new functions. I appreciate the AI assist, like when I send an invoice, it'll make the email message for me. It's just very time-saving. The setup was pretty easy and simple. I only had one question I had to go into the AI chatbot to figure out, but it gave me the answer I needed, and I was able to set everything up quickly. I moved from Square, and I like this one better. HoneyBook just seemed like the best fit for me. I'd rate it an eight, and for someone who's an entrepreneur like I am, I'd go closer to a 10.