HoneyBook

honeybook.com
CRM
Few Days

AI-powered client relationship platform

How to Replace HoneyBook

Overview

HoneyBook is an all-in-one client relationship management platform designed for independent professionals, creatives, consultants, and small business owners. It combines CRM, project management, scheduling, invoicing, payments, and AI tools in a single platform to help businesses manage clients, automate workflows, and grow revenue.

Features

82 features across 20 categories

AI(13)

AI Automations BuilderAI

Describe your process and let AI build the workflow automatically

AI ChatAI

Generate outputs based on your unique business by asking questions

AI Email DraftsAI

Respond faster with AI-generated email drafts

AI Meeting NotetakerAI

Capture notes from online or in-person meetings automatically

AI Meeting PrepAI

Receive project summaries ahead of client meetings

Business TrendsAI

Track shifts in leads, revenue, and business performance

Follow-up SuggestionsAI

Get notified when it's a good time to follow up with a lead

Gmail Lead FinderAI

Analyze Gmail for potential leads to add to your pipeline

HoneyBook AIAI

AI-powered tools that deliver outputs and insights tailored to your business, including chat, automations builder, email drafts, and more

Lead EnrichmentAI

Automatically gather additional information about new leads

Priority Lead NotificationsAI

Get predictive alerts when high-value leads reach out

Priority ListAI

Start your day with an AI-powered list of priorities

Project RecapsAI

Receive project summaries ahead of dates or milestones

Also in: monday.com, Notion, Airtable

Accessibility(1)

Mobile App

Run your business from anywhere with the HoneyBook app

Also in: Justinmind, Justworks, Notion

Account Management(1)

Multiple Companies

Manage separate companies or brands under one account

Also in: Keeper, 1Password, Bitwarden

Automation(2)

Automations

Automate repetitive tasks and workflows

Pipeline Automations

Set triggers that move projects along your pipeline

Also in: monday.com, Notion, Airtable

Branding(4)

Custom Branding

Set brand colors, imagery, fonts, and logos

Custom Fonts

Style your files with custom brand fonts

Custom URLs

Use your subdomain for all HoneyBook links sent to clients

Remove Powered by HoneyBook

Hide this label on your emails, forms, and client portal

Also in: Lightspeed POS, Lessonly, Setmore

CRM(2)

Client Relationship Management

Track leads, manage clients, and organize customer information in one place

Custom Fields

Easily pull client or project details into files or emails

Also in: monday.com, Setmore, HubSpot

Client Management(1)

Client Portal

Provide clients with a dedicated page to access files and project details

Also in: mycase, Litify, Acuity Scheduling

Communication(3)

Read Receipts and Notifications

Know when clients open, view, and take important actions

Schedule Sends

Set emails and files to send at times that work for you

SMS Reminders

Send SMS reminders to clients for upcoming meetings or payments

Also in: Jobber, Jira, Insightly

Document Management(9)

Contracts

Collect eSignatures on contracts and forms

Custom Files

Customize content to create nearly any type of file

File Tracking

View the status and progress of all sent documents

Forms and Questionnaires

Collect client info and save responses by project

Interactive Files

Create polished and professional proposals, contracts, invoices, and other client documents that can be shared interactively

Proposals

Let clients book, sign, and pay from a single file

Services and Pricing Guides

Showcase your services and let clients make selections

Template Gallery

Access hundreds of professionally designed file templates

Unlimited Templates

Save and reuse your most common client emails and files

Finance(9)

Automated Tax Categorization

Tag expenses paid through the HoneyBook debit card

Cashflow Planner

Plan ahead with visibility into future income and expenses

Expense Tracking

Add or import expenses to keep your books up to date

Financial Reports

Access financial analytics, track goals, and gain insights

HoneyBook Balance

Get a HoneyBook checking account, debit card, and more

HoneyBook Capital

Access fixed-fee, no-interest loans (pending eligibility)

Profits by Project

See income and expenses organized by project

Savings Buckets

Allot a percentage of each client payment to savings goals

Tax Hub

Get the reports, tax forms, and education you need to file

Integration(2)

Email Integration

Use your email in HoneyBook to communicate with clients

Gmail Chrome Extension

Add leads or conversations from Gmail to HoneyBook

Lead Capture(2)

Contact Forms

Funnel leads from your website or social into HoneyBook

Lead Forms

Capture and book leads, sell digital products, and more

Organization(1)

Tags

Organize projects and clients into groups or categories

Payments(12)

Autopay

Let clients opt-in or require autopay so you get paid on time

Client Dispute Management

Work with the team to build your case and resolve disputes

Discounts

Offer percentage or dollar-based discounts to invoices

Fraud Monitoring

Rest easy knowing the team monitors all transactions

Instant Deposit

Access funds faster for a 1% fee (pending eligibility)

Invoicing

Send professional invoices with flexible payment options

Late Fees

Automatically apply late fees to overdue invoices

Payment Plans

Set flexible payment terms that work for everyone

Payment Processing

Accept credit/debit card payments, ACH bank transfers, Apple Pay, and Google Pay

Payment Reminders

Automatically send reminders for upcoming or outstanding payments

Payment Tracking

See the status of paid and outstanding payments

Tipping

Allow clients to leave an optional tip on payments

Project Management(5)

Assign Tasks

Assign tasks to team members or clients to get to-dos done

Customizable Pipeline

Track projects through each stage of your unique process

Project Management

Organize projects, prioritize leads, and manage to-dos with automation

Task Management

Create tasks and get reminders when they're due

Time Tracking

Track time by project to invoice for billable hours

Reporting(3)

Advanced ReportsPremium

Access advanced reporting features

Basic Reports

Access basic reporting features

Standard Reports

Access standard reporting features

Scheduling(3)

Automatic Meeting Reminders

Reduce no-shows with reminders for upcoming meetings

Schedule and Pay

Let clients book a session and pay in one go

Scheduler

Set and share your availability so clients can book your time

Storage(1)

Unlimited Storage

Store brand documents, images, and assets in HoneyBook

Support(4)

24/7 Support

Get email and live chat support 7 days a week

File Setup

Let the team turn your existing files into ready-to-use templates

Onboarding SpecialistPremium

Get one-on-one setup support in your first 90 days

Priority SupportPremium

Access priority support and expert resources

Team Collaboration(4)

Bookkeeper Access

Grant limited access to finance-related pages

Roles and Permissions

Control what team members can see and do in HoneyBook

Team Members

Add team members to help run your business

Unlimited Collaborators

Give limited access to projects for easier collaboration

Pricing

Starter

$29/month (billed yearly)
  • Unlimited clients and projects
  • Invoices and payments
  • Proposals and contracts
  • Calendar
  • All professional templates
  • Client portal
  • Basic reports
  • Up to 2 live lead forms
  • HoneyBook AI

Essentials

Popular
$49/month (billed yearly)
  • Everything in Starter
  • Scheduler
  • Automations
  • QuickBooks Online integration
  • Up to 2 team members
  • Up to 10 live lead forms
  • SMS reminders
  • Remove Powered by HoneyBook
  • Standard reports
  • HoneyBook AI

Premium

$109/month (billed yearly)
  • Everything in Essentials
  • Unlimited team members
  • Priority support
  • Multiple companies
  • Advanced reports
  • Unlimited live lead forms
  • HoneyBook AI

Cost Calculator

Keep Paying HoneyBook

Monthly$29/mo
Yearly$348/yr
5-Year Total$1.7k

Build It Yourself

Est. Build Time~9 hrs
Hosting$20/mo
DifficultyEasy

Total Cost Comparison

1 YearSave $108
SaaS
$348
DIY
$240
3 YearsSave $324
SaaS
$1k
DIY
$720
5 YearsSave $540
SaaS
$1.7k
DIY
$1.2k

DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 82 features at easy complexity.

Build vs Buy

Should you build a HoneyBook alternative or buy the subscription? Estimate based on 82 features.

Buy HoneyBook

Better Value
Monthly cost$290/mo
3-year total$10,440
Time to deployDays

Build Your Own

Development cost$72,000
Maintenance$1,080/mo
3-year total$110,880
Dev time~6 months

Buying HoneyBook saves ~$100,440 over 3 years vs building.

Estimates based on 82 features and a BuildScore of 4/5. Actual costs vary.

Integrations

11 known integrations

CalendarCalendlyCanvaEmailFlodeskMeta AdsPic-TimePrismmQuickBooks OnlineZapierZoom