HoneyBook Review: Best CRM for Freelancers and Creators?

HoneyBook Review: Discover how HoneyBook streamlines client management, invoicing, contracts, and payments for freelancers and small businesses.
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Timestamp Sections:
00:00 Intro
00:37 About HoneyBook
01:11 Features
02:25 Pricing
04:13 Getting Started
04:40 Comparison
05:26 Bottom Line
05:50 Outro

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HoneyBook — All-in-One Platform for Small Businesses
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Running a small business can get messy fast — from juggling invoices and chasing contracts to switching between endless apps just to stay on top of things. That’s where HoneyBook comes in. It’s a clientflow management platform designed to simplify how you run your business from start to finish.

Trusted by over 100,000 independents and small businesses, HoneyBook connects leads, clients, projects, and payments into one streamlined system. You get tools for proposals, contracts, invoices, and scheduling — all in one place — plus smart automations and AI features that quietly handle the admin while you focus on the work that matters most.

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How HoneyBook Works and What You Get
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HoneyBook brings everything under one roof — your leads, projects, and payments flow together instead of living in separate apps. When a new client inquiry comes in, the system captures their info, adds them to your pipeline, and helps you send one interactive file that includes your proposal, contract, and invoice together. Clients can sign and pay instantly, without creating accounts or jumping between tabs.

On your end, automation takes care of reminders, follow-ups, and project tracking so nothing slips through the cracks. The AI layer acts like a digital assistant — drafting emails in your tone, summarizing client details before meetings, and pointing out trends that help you make smarter business moves. It’s intuitive, fast, and feels more like having a quiet teammate than just another app to manage.

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Plans, Pricing & Why It Beats the Competition
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HoneyBook keeps its pricing simple with three annual plans — Starter ($29/month) for essentials, Essentials ($49/month) for automations, scheduling, and two team members, and Premium ($109/month) for growing teams that need full reporting and multi-brand support. Payment processing is transparent at 2.9% + $0.25 for cards and 1.5% for ACH, with no hidden fees.

Compared to alternatives like Dubsado, HoneyBook stands out with integrated AI tools and HoneyBook Finance, a built-in business checking feature that gets your payments processed faster. And setup, while a bit hands-on at first, pays off massively once everything’s automated. Overall, HoneyBook replaces a patchwork of tools with one connected system that saves hours every week — helping you stay organized, impress clients, and get paid faster.

Hope you enjoyed my HoneyBook Review: Best CRM for Freelancers and Creators? Video.