HoneyBook Review: Easy Workflow in 2025?

Tired of juggling endless emails, invoices, and proposals?

As a freelancer or small business owner, you know how quickly client management can become overwhelming.

HoneyBook promises to simplify your workflow with its all-in-one platform, but does it deliver?

In this review, we’ll dive deep into HoneyBook Review features, pricing, and usability to help you decide if it’s the right tool to streamline your business.

What is HoneyBook?

HoneyBook is like a super-organized online assistant for your business.

It helps you keep track of clients, send invoices, and manage projects all in one place.

It’s perfect for freelancers and small business owners who want to start a free trial and simplify their workflow.

HoneyBook’s cost depends on the plan you choose, but you can often find a promo code to save money.

Like many companies, HoneyBook offers free trials, so you can try before you buy!

Who Created HoneyBook?

Shadiah Sigala and Oz Alon founded HoneyBook in 2013.

They wanted to create a tool that would make it easier for small businesses to manage their clients and grow their businesses.

HoneyBook’s vision is to give entrepreneurs the tools they need to succeed, which is one reason why so many people love HoneyBook.

They also prioritize security, using features like Ray ID technology to protect sensitive information.

Top Benefits of HoneyBook

• Streamline your workflow: HoneyBook helps you automate tasks like sending contracts and invoices, so you can spend less time on admin work and more time on your projects. No more sending the same emails over and over!
• Stay organized: Keep all your client information, contracts, and projects in one central location. It’s like having a personal assistant (but way more affordable).
• Get paid faster: HoneyBook makes it easy for clients to pay you online, which means you get your money quicker.
• Built-in CRM: HoneyBook acts as a simple CRM (Customer Relationship Management) tool, helping you track client interactions and nurture relationships.
• Look professional: Impress your clients with branded invoices, proposals, and a personalized client portal.

Best Features

HoneyBook is packed with features designed to simplify your business and wow your clients.

Here are some of our favorites:

1. Automation

HoneyBook’s automation features are a lifesaver for busy entrepreneurs.

Set up automated workflows to send emails, reminders, and follow-ups, so you can stay on top of tasks without lifting a finger.

This frees up your time to focus on what matters most – growing your business.

2. Online Invoices

Say goodbye to clunky spreadsheets and hello to professional online invoices.

With HoneyBook, you can create and send invoices in seconds.

You can also track payments, send automated payment reminders, and accept payments online, making it easier than ever to get paid on time.

3. Online Scheduling

No more back-and-forth emails trying to find a meeting time that works for everyone.

HoneyBook’s online scheduling feature lets clients book appointments directly through your calendar, eliminating scheduling conflicts and saving you time.

4. Templates

HoneyBook offers a library of professionally designed templates for proposals, contracts, brochures, and more.

You can easily customize these templates to match your brand and save time when creating documents from scratch.

5. Online Contracts

Ditch the paper and go digital with HoneyBook’s online contracts.

Clients can easily review, sign, and pay all in one place.

This simplifies the contract process and ensures you always have a legally binding agreement.

Plus, it’s much easier to manage and track than paper contracts.

Pricing

HoneyBook offers a few different pricing plans to fit your needs and budget.

Here’s a breakdown of their current offerings:

Plan Name	Price (Billed Annually)	Key Features
Starter	$29/month	Unlimited clients and projects, Invoice and payments, Proposals and contracts, Calendar.
Essentials	$49/month	Scheduler, Automations, QuickBooks Online integration, Expense management, Profit and loss.
Premium	$109/month	Unlimited team members, Priority support, Multiple companies.

Pros and Cons

Choosing the right tools for your business is crucial, and it is important to understand each option’s strengths and weaknesses.

Let’s delve deeper into the pros and cons of HoneyBook:

Alternatives to HoneyBook

Here are several HoneyBook alternatives with a brief overview of each:

• GoHighLevel: An all-in-one marketing and sales platform designed for agencies and businesses, offering comprehensive tools including funnel builders, email marketing, SMS automation, and client management.
• Pipedrive: A sales-focused CRM known for its intuitive visual sales pipelines, helping teams manage deals and track progress efficiently.
• Keap: Specializes in automation for small businesses, combining CRM functionalities with email marketing and sales pipeline management.
• ActiveCampaign: A customer experience automation platform that integrates marketing, sales, and e-commerce functionalities, allowing for personalized communication and automated workflows.
• HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
• ClickFunnels: Primarily a sales funnel and landing page builder, with some lead collection and basic email marketing capabilities, focusing on conversion-driven online campaigns.
• Folk: A simple, integrated, and proactive CRM with features like sales pipelines, email campaigns, contact management, and workflow automation.
• Instantly: This company focuses on lead finding and cold email outreach, offering customer relationship management, lead tracking, and sales process automation.
• ClickUp: A versatile work management platform that can be customized to function as a CRM, offering features like contact management, sales pipeline views, email integration, and customizable dashboards.
• Monday CRM: A highly customizable platform structured like a spreadsheet, allowing for full-cycle lead management, sales forecasting, email synchronization, and activity tracking.
• Capsule CRM: A growth-oriented CRM designed for simplicity, helping businesses manage contacts, track sales deals, and maintain client relationships with features like multiple pipelines and task management.
• Insightly: A CRM suitable for small to mid-sized businesses, offering contact and project management, workflow automation, and robust reporting, along with a user-friendly interface.
• Freshsales CRM: A cost-effective option offering extensive features for sales teams, including lead communication, conversion tools, AI-based lead scoring, and strong integration capabilities.
• Salesforce: A robust, industry-leading CRM platform offering extensive features for sales, marketing, and service, known for its high customizability and scalability for larger enterprises.
• Zendesk: Primarily a customer service and support platform that also offers robust CRM capabilities, providing end-to-end customer interaction management and analytics.

Honeybook Compared

Here’s a brief comparison of Honeybook with these software solutions:

• Honeybook vs Gohighlevel: Honeybook is tailored for service-based businesses to manage clients, proposals, and payments, while GoHighLevel offers extensive marketing and sales automation for a broader range of companies.
• Honeybook vs Pipedrive: Honeybook focuses on client and project management for freelancers and small businesses, while Pipedrive specializes in visual sales pipeline management for sales teams.
• Honeybook vs Keap: Honeybook streamlines client and project workflows with integrated payments, while Keap provides comprehensive sales and marketing automation for business growth.
• Honeybook vs ActiveCampaign: Honeybook is an all-in-one platform for client management and project workflows, while ActiveCampaign excels in advanced email marketing automation and customer relationship management.
• Honeybook vs Hubspot: Honeybook provides a streamlined solution for small businesses managing client projects, whereas HubSpot offers a wide range of marketing, sales, and service tools for scaling companies.
• Honeybook vs Clickfunnels: Honeybook is a client management and payment processing platform; ClickFunnels is primarily a sales funnel builder designed for lead generation and online sales.
• Honeybook vs Folk: Honeybook is an all-in-one platform for client management, proposals, and payments, while Folk focuses on collaborative contact organization and team-based CRM.
• Honeybook vs Instantly: Honeybook provides an integrated solution for client and project management, while Instantly is a specialized tool for high-volume cold email outreach and deliverability.
• Honeybook vs Clickup: Honeybook is designed for client and project workflow management with integrated invoicing, while ClickUp is a versatile platform for project management, task tracking, and team collaboration.
• Honeybook vs Monday: Honeybook streamlines client processes and payments for service businesses, while Monday CRM offers customizable visual workflows for diverse project and sales management.
• Honeybook vs Capsule: Honeybook focuses on project-based client management and integrated payments, whereas Capsule CRM is a straightforward CRM for general contact organization and sales pipeline tracking.
• Honeybook vs Insightly: Honeybook offers an all-in-one solution for creative professionals to manage client projects, while Insightly provides a more robust CRM with advanced sales, marketing, and project management capabilities.
• Honeybook vs Freshsales: Honeybook is designed for client-focused project management and invoicing, while Freshsales CRM is a comprehensive sales automation platform with robust lead management and reporting.
• Honeybook vs Salesforce: Honeybook provides a user-friendly platform for small business client management, while Salesforce is an expansive, highly customizable enterprise-level CRM with extensive sales, service, and marketing functionalities.

Personal Experience with HoneyBook

My team and I were drowning in spreadsheets and endless email chains, struggling to keep track of client projects and payments.

We knew we needed a better system, so we decided to try HoneyBook for free. Honestly, we were blown away!

Here’s how HoneyBook transformed our workflow:

• Automated our processes: We used HoneyBook’s automation features to send welcome emails, reminders, and invoices, saving us hours each week. No more verification is successful; we are waiting for clients to respond!
• Elevated our brand: HoneyBook’s beautiful email templates allowed us to create a consistent and professional brand experience for our clients.1 We customized everything to match our brand perfectly, making our business look more polished and trustworthy.
• Simplified client communication: The client portal became our central hub for all client interactions. We could easily share files, track progress, and communicate with clients in one organized space.
• Improved payment collection: HoneyBook made it incredibly easy for clients to pay their invoices online. This streamlined our payment process and significantly reduced the time it took to get paid.

While the HoneyBook cost was initially a concern, we quickly realized the value it brought to our business.

The time saved and the increased efficiency more than justified the investment.

We’ve been using HoneyBook for over a year now, and we can confidently say it’s been a game-changer for our team.

Final Thoughts

HoneyBook is a powerful tool that can truly transform your business.

It streamlines your workflow, automates tasks, and helps you create a professional online presence with a site properly branded for your business.

While the cost might seem high, the time saved and increased efficiency make it a worthwhile investment for many.

However, it’s not a magic bullet for everyone. If you’re on a tight budget or require extensive third-party integrations, you should explore alternative options.

Ultimately, the best way to decide if HoneyBook is right for you is to start a free trial and experience its features firsthand.

You might find that it’s the missing piece you need to take your business to the next level.

Frequently Asked Questions