# HoneyBook Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of HoneyBook Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of HoneyBook Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/162588/HoneyBook --- # HoneyBook Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 22, 2025 Written byAmita Jain Amita Jain Amita Jain is a senior writer for Capterra, covering finance technology with a focus on expense management and accounting solutions for small and midsize businesses. Her work has been featured in Careers360, among other publications. [See bio & all articles](https://www.capterra.com/resources/author/ajain/) Edited byMehar Luthra Mehar Luthra Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade... [See bio & all articles](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Written by [Amita Jain](https://www.capterra.com/resources/author/ajain/) Amita Jain is a senior writer for Capterra, covering finance technology with a focus on expense management and accounting solutions for small and midsize businesses. Her work has been featured in Careers360, among other publications. Edited by [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) Content Editor Mehar has been a team lead at Capterra for nearly three years, helping shape educational articles, thought leadership research reports, and content designed to help businesses compare software to find the best fit. She's spent nearly a decade in the editorial space, having served as a content writer, editor, editorial head, and now as a team lead. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Pros and Cons](#pros-cons)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) HoneyBook HoneyBook Overview: ### Key takeaways Insights from verified Capterra reviews HoneyBook helps manage client workflows through invoicing, contracts, and communication tools. It’s most used by admin and creative teams in service-based industries. Your team will appreciate its customer relationship management (CRM) and billing features, but may face limited customization and mobile functionality. Recent updates like AI-powered automation and branded client portals reflect its evolving focus on personalization and efficiency. ### Our verdict It’s a great fit for small teams that want to simplify client-facing workflows without juggling multiple tools. HoneyBook’s automation and invoicing features save time, but you should expect trade-offs in customization and mobile depth. While setup may require effort, the platform’s feature set and pricing make it a viable option for service-led businesses seeking operational clarity. Overall rating Based on 678 user reviews Reviews sentiment Positive 94% Neutral 4% Negative 3% Pros & cons Automated client payment reminders Comprehensive business organization Email system limitations Slow and restrictive payment processing Starting price $36 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## HoneyBook alternatives If HoneyBook’s interface, pricing, or feature set doesn’t align with your workflow needs, especially around customization, collaboration, or mobile access, exploring other workflow management tools may help you find a better fit. Highest Rated [4.7 (822)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (1,428)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (2,007)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,282)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/162588/HoneyBook/alternatives/) ## Who uses HoneyBook? Based on Capterra reviews from the past 3 years Talk to a software expert to get a free software list tailored to your business needs ## Pros and Cons Automated client payment reminders 97% positive reviews out of 35 Most reviewers describe payment reminders as saving time, reducing missed deadlines, and improving client responsiveness. Abby A Fitness Coach, 1 employee. "I use it a lot and it save me the time of contacting clinets to remind them subscription renewing." Email system limitations 40% negative reviews out of 78 Some reviewers describe email communication as confusing, with deliverability issues, limited batch options, and workflow restrictions. Comprehensive business organization 97% positive reviews out of 34 Most reviewers indicate organization features help manage tasks, projects, and schedules efficiently, increasing productivity. Slow and restrictive payment processing 44% negative reviews out of 64 Some reviewers report payment processing delays, high fees, limited payment options, and difficulties integrating with other systems. Angela B Owner, 1 employee. "Also, the payment deposits are the slowest on the market - days! If you use Square, you get the deposit the next day - same for all other CRMs. If you receive a payment on a Wednesday, for example, you won't get that deposit until at least Monday." Centralized project and task tracking 97% positive reviews out of 31 Most reviewers find tracking tools enable easy monitoring of bookings, leads, expenses, and overall business progress. ## HoneyBook's interface Reviewers describe HoneyBook’s interface as visually clean and easy to navigate once familiarized, with centralized access to contracts, invoices, and client details. However, setup can feel complex for users unfamiliar with templates, and some mobile features are limited. 2+ Amita Jain If your team relies on templates and client-facing workflows, HoneyBook’s layout supports efficient handling of tasks like invoicing and contract delivery. Just expect a learning curve during setup, especially if you’re customizing documents or switching between desktop and mobile. Ease of Use 4.6 (678) 4.6 Based on 678 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Amita Jain HoneyBook’s top-rated features simplify client operations, giving you faster access to project data, clearer communication threads, and more control over billing and contracts without needing to juggle multiple tools or platforms. Features 4.5 (678) 4.5 Based on 678 reviews Reviewers rated the HoneyBook features below the highest. Our commentary is based on reviewer sentiment and collective feedback from reviews published in the past two years. CRM 4.8 (39) 39 reviewers rated this feature You can centralize client details, conversations, files, proposals, and contracts in one place. The layout adapts to different workflows and helps track pipeline projects. Some teams mention filtering limitations for bulk emails. Billing and invoicing 4.7 (108) 108 reviewers rated this feature Create professional invoices using branded templates, set automated reminders, and accept ACH, credit, and debit payments. These tools help with tax prep and payment tracking. Manual entry for hourly billing may take extra effort. Reporting or project tracking 4.7 (72) 72 reviewers rated this feature Track project progress and timelines with clear visibility into client interactions and deliverables. This feature helps manage multiple projects and keeps records organized. Contact management 4.7 (116) 116 reviewers rated this feature Organize client and vendor contacts using customizable forms and automatic project association. You can manage multiple projects per contact and maintain a full communication history. Customizable templates 4.6 (51) 51 reviewers rated this feature Use reusable templates for contracts, proposals, and questionnaires. These save time and look professional, though the setup may feel complex at first. Interaction tracking 4.6 (80) 80 reviewers rated this feature Monitor emails, contracts, and invoices in one place to stay on top of client engagement and follow-ups. Some teams suggest improvements for capturing all incoming emails and adding social media messaging. Advanced reports 0 reviewers rated this feature Generate detailed insights into team performance and client activity across projects. These reports help identify bottlenecks, track engagement, and optimize service delivery using visual dashboards and exportable data. Multiple company support 0 reviewers rated this feature Manage multiple brands or business entities under a single HoneyBook account. This feature allows users to switch between company profiles, customize branding, and maintain separate client lists and financial records. Unlimited team members 0 reviewers rated this feature Add unlimited users with customizable roles and permissions. This supports scaling across departments or contractors while maintaining control over access to sensitive data and project visibility. Priority support 0 reviewers rated this feature Access expedited help via email and chat, reducing downtime and resolving issues faster. This feature is especially useful for teams managing time-sensitive client interactions or complex workflows. AI automation builder 0 reviewers rated this feature Create complete workflows using a single prompt. Just describe what you want, like sending a follow-up email after a contract is signed, and the system builds it for you. This reduces setup time and simplifies automation. Follow-up suggestions 0 reviewers rated this feature HoneyBook AI identifies leads you haven’t contacted recently and drafts email replies to help you reconnect. You can access these suggestions via a new filter on the Contacts page. Priority list 0 reviewers rated this feature Every morning at 8 a.m., HoneyBook’s AI chat sends a personalized list of your most important follow-ups, tasks, and meetings, helping you stay focused and organized. Customizable client portal 0 reviewers rated this feature You can now personalize fonts, colors, and images in the client portal to better reflect your brand and create a cohesive client experience. All key features (157) Define levels of authorization for access to specific files or systems 44.44% of 18 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. 0% of 0 reviewers... Integrate with a third-party accounting system 100.00% of 1 reviewers that rated this feature as important or highly important Track money owed to a company's creditors/suppliers 0% of 0 reviewers... Track outstanding invoices and the money owed from clients 0% of 0 reviewers... Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) 50.00% of 2 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities 80.95% of 21 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0% of 0 reviewers... Generate detailed insights into team performance and client activity across projects. These reports help identify bottlenecks, track engagement, and optimize service delivery using visual dashboards and exportable data. 0 reviewers rated this feature Create complete workflows using a single prompt. Just describe what you want, like sending a follow-up email after a contract is signed, and the system builds it for you. This reduces setup time and simplifies automation. 0 reviewers rated this feature Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 52.00% of 25 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 100.00% of 1 reviewers that rated this feature as important or highly important Schedule appointments via a calendar 80.00% of 5 reviewers that rated this feature as important or highly important Verify the identity of users/devices to enable secure access 0.00% of 5 reviewers that rated this feature as important or highly important Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients 0.00% of 1 reviewers that rated this feature as important or highly important HoneyBook offers organized and professional billing with customizable templates, automated reminders, and easy PDF exports. Reviewers appreciate how it streamlines invoicing, saves time, and keeps all records in one place, though some mention manual entry for hourly billing as a drawback. 58.33% of 108 reviewers that rated this feature as important or highly important Create professional invoices using branded templates, set automated reminders, and accept ACH, credit, and debit payments. These tools help with tax prep and payment tracking. Manual entry for hourly billing may take extra effort. 108 reviewers rated this feature Gateway through which end users can view past bills and pay current invoices 54.55% of 11 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage schedules and meetings via an integrated calendar 70.00% of 60 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 50.00% of 24 reviewers that rated this feature as important or highly important Notifications/alerts for upcoming events or tasks 43.48% of 46 reviewers that rated this feature as important or highly important Manage contact details and communication with clients 69.23% of 13 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients 31.43% of 35 reviewers that rated this feature as important or highly important Track all company interactions with current clients 0% of 0 reviewers... Provides a channel for team members to share media files, communicate, and work together 48.61% of 72 reviewers that rated this feature as important or highly important Track the current status and completion of activities, tasks, goals or deliverables via progress indicators 20.00% of 10 reviewers that rated this feature as important or highly important Automated reminders and confirmations for booked appointments and events via text or email 57.14% of 14 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. 48.00% of 25 reviewers that rated this feature as important or highly important Organize client and vendor contacts using customizable forms and automatic project association. You can manage multiple projects per contact and maintain a full communication history. 116 reviewers rated this feature Generative AI can be employed to generate content in different forms, such as text, images, music, and videos 0% of 0 reviewers... Centralized repository to store content and assets 0.00% of 3 reviewers that rated this feature as important or highly important Create, edit, and revise contracts/written agreements 65.00% of 20 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses 87.50% of 8 reviewers that rated this feature as important or highly important Accept and process credit card transactions 0.00% of 3 reviewers that rated this feature as important or highly important You can centralize client details, conversations, files, proposals, and contracts in one place. The layout adapts to different workflows and helps track pipeline projects. Some teams mention filtering limitations for bulk emails. 39 reviewers rated this feature Record customer information, purchase history, and other notes 0% of 0 reviewers... A collection of customer information such as contact details, demographics, previous interactions, etc. 66.67% of 6 reviewers that rated this feature as important or highly important You can now personalize fonts, colors, and images in the client portal to better reflect your brand and create a cohesive client experience. 0 reviewers rated this feature Alter the layout and content of dashboards 60.00% of 5 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information 100.00% of 1 reviewers that rated this feature as important or highly important Invoices that can be tailored according to company's branding, payment terms and personalized information 65.52% of 29 reviewers that rated this feature as important or highly important Use reusable templates for contracts, proposals, and questionnaires. These save time and look professional, though the setup may feel complex at first. 51 reviewers rated this feature Assembly of graphs and charts for visualizing and tracking statistics/metrics 50.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications 20.00% of 5 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy 65.63% of 64 reviewers that rated this feature as important or highly important Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency 0% of 0 reviewers... Specify or track the date/time a project, task, etc., is due for completion 0% of 0 reviewers... Accept and process credit/debit card transactions 52.63% of 19 reviewers that rated this feature as important or highly important Create designs using pre-built templates or customize them with flowcharts, mindmaps, wireframes, network diagrams and org charts 0% of 0 reviewers... Electronic signing method that validates the authenticity and integrity of a digital document 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location 69.23% of 26 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system 39.47% of 38 reviewers that rated this feature as important or highly important Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 0% of 0 reviewers... Electronically collect payments for goods or services 52.38% of 21 reviewers that rated this feature as important or highly important With this capability, you can quickly and securely collect client signatures on contracts and forms. Reviewers appreciate its ease of use, seamless integration, and time savings, noting it eliminates the need for third-party tools like DocuSign or Adobe PDF. 58.23% of 79 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 56.06% of 66 reviewers that rated this feature as important or highly important Pre-made examples and templates for emails 0% of 0 reviewers... Track employee schedules, availability, and performance across projects and tasks 0% of 0 reviewers... Assign working shifts or tasks to employees based on their availability 100.00% of 1 reviewers that rated this feature as important or highly important Plan an event's time and location 0% of 0 reviewers... Monitor and record expenses such as purchases or charges incurred 33.33% of 3 reviewers that rated this feature as important or highly important Schedule facilities, such as athletic fields, venues, and convention centers based on their availability 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 20.00% of 30 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization 50.00% of 12 reviewers that rated this feature as important or highly important HoneyBook AI identifies leads you haven’t contacted recently and drafts email replies to help you reconnect. You can access these suggestions via a new filter on the Contacts page. 0 reviewers rated this feature Primarily serving architecture, engineering, and construction industry professionals 0% of 0 reviewers... Operate/access software on iPad Devices 0% of 0 reviewers... Operate/access software on Mac Devices 0% of 0 reviewers... Designed for photography studios 0% of 0 reviewers... Designed for small businesses 100.00% of 1 reviewers that rated this feature as important or highly important Primarily serving startup companies 0.00% of 3 reviewers that rated this feature as important or highly important Automate repetitive tasks such as filling out information or creating certain types of forms 0% of 0 reviewers... Store, manage and track all forms in a centralized location 75.00% of 4 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions 0% of 0 reviewers... Automatically find mutually available meeting time slots across multiple calendars 33.33% of 6 reviewers that rated this feature as important or highly important Business model that charges based on the amount of time spent on an hourly basis 0% of 0 reviewers... Transactions that typically involve face-to-face interactions between the payer and the payee 25.00% of 4 reviewers that rated this feature as important or highly important Monitor emails, contracts, and invoices in one place to stay on top of client engagement and follow-ups. Some teams suggest improvements for capturing all incoming emails and adding social media messaging. 80 reviewers rated this feature Create invoices from scratch or have recurring invoices 64.18% of 67 reviewers that rated this feature as important or highly important Store and view prior invoices for each account/client 57.89% of 38 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes 0% of 0 reviewers... Creation, processing, verification, and execution of invoices till the payment is made 70.59% of 17 reviewers that rated this feature as important or highly important Manage and track all job information and associated tasks 0% of 0 reviewers... Manage the process of attracting and converting business prospects into leads 37.50% of 8 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process 51.46% of 103 reviewers that rated this feature as important or highly important Score a lead on their quality or likelihood to buy based on certain behaviors 38.89% of 18 reviewers that rated this feature as important or highly important Ability to chat online in real time 25.00% of 4 reviewers that rated this feature as important or highly important Manage the process of planning and scheduling meetings, including agenda creation 0% of 0 reviewers... Access software remotely via mobile devices 45.45% of 55 reviewers that rated this feature as important or highly important Access the system via a mobile application 42.86% of 7 reviewers that rated this feature as important or highly important Clients can submit payments via mobile devices 60.87% of 23 reviewers that rated this feature as important or highly important Observe and track the demand, usage, progress or quality of a system, product, or user 0% of 0 reviewers... Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. 0% of 0 reviewers... Manage multiple brands or business entities under a single HoneyBook account. This feature allows users to switch between company profiles, customize branding, and maintain separate client lists and financial records. 0 reviewers rated this feature Ability to handle several projects simultaneously 0% of 0 reviewers... Process and analyze human language in text or audio form 0% of 0 reviewers... Drag and drop/visual interfaces that allow non-tech users to build without writing code 50.00% of 2 reviewers that rated this feature as important or highly important Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service 0% of 0 reviewers... Book meetings and appointments through a website or digital platform 73.47% of 49 reviewers that rated this feature as important or highly important Create, send, and view electronic invoices 66.67% of 84 reviewers that rated this feature as important or highly important Accept and process online payment transactions 60.32% of 63 reviewers that rated this feature as important or highly important Integration with payment gateways to facilitate online transactions 0% of 0 reviewers... It gives you an integrated way to accept payments online, supporting bank transfers and credit cards. Reviewers appreciate the convenience and professionalism, but some mention slow deposit times and occasional client confusion with the payment portal. 65.31% of 98 reviewers that rated this feature as important or highly important Generative AI models can create personalized recommendations for users based on their preferences and behavior. 0% of 0 reviewers... Accept and process customer payments for products or services using hardware and software 0% of 0 reviewers... Pre-defined templates within a library for common cases such as contracts, websites, emails, and more 25.00% of 4 reviewers that rated this feature as important or highly important Predict future data based on historical data sets 0% of 0 reviewers... Every morning at 8 a.m., HoneyBook’s AI chat sends a personalized list of your most important follow-ups, tasks, and meetings, helping you stay focused and organized. 0 reviewers rated this feature Access expedited help via email and chat, reducing downtime and resolving issues faster. This feature is especially useful for teams managing time-sensitive client interactions or complex workflows. 0 reviewers rated this feature Visually identify, define, and map all details and relationships surrounding business process models and elements 0% of 0 reviewers... Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Business model that bills clients an amount based on the project/task/job performed 0% of 0 reviewers... Plan and coordinate all the resources, costs and time needed to execute assignments 84.21% of 19 reviewers that rated this feature as important or highly important Organize and schedule projects 40.00% of 5 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints 35.00% of 40 reviewers that rated this feature as important or highly important Monitor the progress of projects from start to finish 0% of 0 reviewers... Create proposals based on costs of labor and materials 60.00% of 5 reviewers that rated this feature as important or highly important Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. 0% of 0 reviewers... Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity 55.56% of 9 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers 60.00% of 60 reviewers that rated this feature as important or highly important Notifications that are delivered to users as soon as an event occurs 66.67% of 3 reviewers that rated this feature as important or highly important Generate recurring invoices 0% of 0 reviewers... Automated process of charging customers at regular intervals for repeated access or use of a product or service 68.18% of 22 reviewers that rated this feature as important or highly important Log and store the source of contacts/leads 60.00% of 5 reviewers that rated this feature as important or highly important Timed notification for any upcoming task, deadline, appointment, or activity 30.00% of 10 reviewers that rated this feature as important or highly important Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 60.00% of 15 reviewers that rated this feature as important or highly important Track project progress and timelines with clear visibility into client interactions and deliverables. This feature helps manage multiple projects and keeps records organized. 72 reviewers rated this feature View and track pertinent metrics to find patterns and gain insights from data 27.91% of 43 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation 55.56% of 72 reviewers that rated this feature as important or highly important Manage and process incoming documents detailing requests for proposals 33.33% of 3 reviewers that rated this feature as important or highly important Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held 0.00% of 1 reviewers that rated this feature as important or highly important Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work 0% of 0 reviewers... Pipeline view and tracking lead status 38.24% of 34 reviewers that rated this feature as important or highly important Plan availability and assign specific time slots for tasks and resources 71.43% of 35 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria 20.00% of 5 reviewers that rated this feature as important or highly important Create and design custom email signatures 100.00% of 3 reviewers that rated this feature as important or highly important Add and maintain centralized email signature(s) across an organization 60.00% of 5 reviewers that rated this feature as important or highly important Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. 25.00% of 24 reviewers that rated this feature as important or highly important Track the status over time for a request, process, asset, or transaction 100.00% of 1 reviewers that rated this feature as important or highly important Edit task information and all related elements 0.00% of 1 reviewers that rated this feature as important or highly important HoneyBook helps you stay organized by letting you track project progress, set reminders, and view all tasks in one place. Some reviewers find it convenient for workflow and collaboration, though others wish for more advanced task assignment and reminder options. 50.00% of 100 reviewers that rated this feature as important or highly important Track the status and progress of tasks 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 25.00% of 8 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment 0.00% of 3 reviewers that rated this feature as important or highly important Allow multiple team members to edit and work on the same document 25.00% of 4 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is 56.25% of 16 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes 22.22% of 9 reviewers that rated this feature as important or highly important Log and record hours worked and costs spent to assist in billing and invoicing 28.57% of 7 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) 0.00% of 2 reviewers that rated this feature as important or highly important A digital list of items that need to be completed 0% of 0 reviewers... Add unlimited users with customizable roles and permissions. This supports scaling across departments or contractors while maintaining control over access to sensitive data and project visibility. 0 reviewers rated this feature Track revisions and updates made to files and navigate between different versions 14.29% of 7 reviewers that rated this feature as important or highly important SaaS, web-based, online deployment 0% of 0 reviewers... Create a new work order 0% of 0 reviewers... Alter the default workflow to meet your organization's needs 66.67% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 76.47% of 34 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Amita Jain HoneyBook’s top-rated features simplify client operations, giving you faster access to project data, clearer communication threads, and more control over billing and contracts without needing to juggle multiple tools or platforms. Features 4.5 (678) 4.5 Based on 678 reviews ## Pricing Value for money 4.6 (620) HoneyBook’s Starter plan costs $39 per month or $29 per month when billed annually, which is lower than the average small and midsize business (SMB) budget for CRM tools of $79 per user, per month. Pricing scales by plan tier, with no seat minimums and unlimited clients included across all plans. Free Trial [View pricing plan details](https://www.capterra.com/p/162588/HoneyBook/pricing/) Starter $36.00 Flat Rate,Per Month It includes: - Unlimited Clients - Unlimited Projects - Invoices & Payments - Proposals & Contracts - Calendar - All Professional Templates - Client Portal - Basic Reports Essentials $59.00 Flat Rate,Per Month It includes: - Scheduler - Automations - QuickBooks Online integration - Up to 2 Team Members - Expense Management - Profit and Loss - Remove "Powered by HoneyBook" - Standard Reports Premium $129.00 Flat Rate,Per Month It includes: - Unlimited Team Members - Priority Support - Multiple Companies - Dedicated Account Manager - Advanced Reports - 1 AI Assistant - Onboarding Specialist Value for money 4.6 (620) 4.6 Based on 620 reviews ## Integrations HoneyBook links with tools for scheduling, communication, and financial tracking. These connections span calendar sync, email management, and accounting workflows, using a mix of native and third-party links to reduce manual work and improve coordination. Popular integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Amita Jain Senior Content Analyst Connecting HoneyBook with scheduling, email, and accounting tools helps your team reduce manual entry, sync client activity across platforms, and maintain accurate records from first contact to final payment. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (583) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (583) 4.7 Based on 583 reviews ## User reviews Overall rating 4.7 Based on 678 reviews Filter by rating 5(562) 4(75) 3(24) 2(8) 1(9) Mentioned topic Sorted by most recent AA Alix-marie A. Owner Entertainment ### "Client experience dropping" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 April 13, 2026 I feel as they're becoming more AI heavy, they're losing the reliability with unforeseen issues. We never had issues with Honeybook until they started tweaking everything to incorporate AI. Pros It's still okay for organizing clients. Customer service is quick and friendly. Cost is fair. Templates look nice and are easy to setup for simple items. Cons There are issues coming up (like client answers not being auto saved) that there is not answer for. Even an issue with the "EST" timezone disappearing, making me unable to set the timezone for the event. The timezone they were able to fix within a week - but the solution to the client answers not being saved was a fail. They asked me to ask the clients to record the issue - there is no way I'm asking a client to record something (especially when it may not happen at that time) after they've just lost 3 hours of work from the template not auto saving. They're already upset enough as is. Switched from [Wix](https://www.capterra.com/p/169007/Wix/) Needed more features and automation. Being able to send a beautifully customized proposal makes us look a lot better. Alternatives considered [Wix](https://www.capterra.com/p/169007/Wix/) [Wix Studio](https://www.capterra.com/p/264956/Wix-Enterprise/) Reasons for choosing HoneyBook I was looking for something that would allow me to map my questionnaire answers to specific google sheet cells. Wix does this but was lacking everything else Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SB Sabre B. Systems Strategist Internet ### "An easy CRM " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 28, 2026 I love HoneyBook. It’s really simple to use and you can set it up. It definitely was was to use when I started my entrepreneur journey Pros I love the templates and how you can start from scratch. I also love the mobile app, easy to use and can manage your clients on the go Cons I didn’t like how sometimes the payment processing wouldn’t work for some of my clients but it would work with others. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VC Vanessa C. Sales Manager Construction ### "A Reliable Tool For Recurring Billing Needs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 18, 2026 My overall experience with HoneyBook has been exceptionally great. It has any intuitive features rich interface that is very easy to navigate. I has been a seamless tool for us. Pros I like that HoneyBook has great customer support team that offers assistance for any queries reported 24/7. The interface is very easy to use and customize. Cons I have not experienced any issues with HoneyBook. It has been an exceptional tool for us. No dislikes. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RP Ryan P. Graphic Designer Design ### "Look and feel like a big corporation even if you're a small time op." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 16, 2026 Overall I like Honeybook. I feel it can make even smaller businesses like mine look very polished and professional. Pros My favorite thing about it is that You can manage the entire client journey from inquiry to contract to payment and delivery in one place. Cons My least favorite thing is the price. As a solo entrepreneur, budget is tight and the barrier to entry is around $40 a month. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Carlie R. Ceo Arts and Crafts ### "Good experience. Would recommend " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 8, 2026 Pros Easy user interface. Customer service was very helpful. Would highly recommend. Worth the investment Cons There were some bugs and glitches, however, tech support was able to address and fix the issues in a timely manner. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User CEO and Lead Consultant Marketing and Advertising ### "Good Tool for the Value" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 9, 2026 I have been a user of Honeybook for 4.5 years. I use it for recurring invoices, contracts, and customer management. It needs some improvements but overall it's a good tool for the money. Pros I love the ability to create templates and recurring invoices with the Honeybook configuration and implementation tools. Cons I do not love the UI \[User Interface\] of Honeybook. It seems a bit dated and is not intuitively laid out. Alternatives considered [Gusto](https://www.capterra.com/p/131882/Gusto/) Reasons for choosing HoneyBook It was a cheaper alternative, at the time. Honeybook is now more expensive. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MP Marissa P. Executive Director Human Resources ### "Vendor Booking" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 16, 2026 I just using it for our music festival to book bands and bar cart. Its been pretty efficient so far in keeping things organized and setting up payment schedule. I'm looking forward to using it more with our other events. Pros The ease of use booking and paying vendors for our event. Payments were easy to setup and it helped manage all the vendors and bands we book for our music festival. Cons I'm brand new to the program so I'm still learning but the so far it hasn't been too difficult to learn. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RT Ricki T. Owner Marketing and Advertising ### "Honeybook is fine for what it does." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 6/10 January 15, 2026 Pros I really enjoyed their emailing abilities. I was able to batch emails ahead of time, and see when they had been read. Cons I didn't like is that the more advanced features had a bit of a more steeper learning curve. Pricing for what I needed. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DG Desiree G. Peer support worker Health, Wellness and Fitness ### "Sign away!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 7, 2026 Overall my expericance has been a good one. I do wish it was a little less expensive to access certain features. Pros I LOVE the ease of use. Nothing is complicated it's right there on how to use it and add signatures to everything. I feel safe and comfortable in using this product no concerns of my info getting anywhere other than where it is suppose to. Cons The price of there packages is expensive. Even the cheapest option is pretty high. Customer support is also a little slow to get back when there is an issue. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Mai M. VP of Events Entertainment ### "Book with Ease!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 18, 2025 My overall experience with HoneyBook was overwhelmingly positive. Easy to adopt and implement into daily use! I found the entire experience to be streamlined and incredibly user friendly. Not only for me, but for my clients as well! Pros I was nervous to implement a new platform but I was SO delighted to find how user friendly this program was! I was immediately grateful for how quickly I was able to adopt HoneyBook and use it to create proposals, contracts while tracking payments and communications. Cons Honestly, I don't have any cons- the only one I could possibly think of was that it once went to someone's spam box as opposed to their inbox. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/162588/HoneyBook/reviews/) ## FAQs HoneyBook’s Starter plan costs $39 per month or $29 per month when billed annually. Essentials and Premium plans are priced at $49 and $109 per month, respectively, billed annually. All plans include unlimited clients and projects. Yes. HoneyBook offers a 7-day free trial with access to nearly all features. No credit card is required to start, and users can explore invoicing, contracts, scheduling, and client portal tools during the trial. Yes. HoneyBook integrates with QuickBooks Online to sync payments and invoices. This one-way sync helps users manage financial records and match transactions within QuickBooks. Yes. HoneyBook integrates with Google Calendar and Calendly. These tools help users manage appointments, automate reminders, and keep client sessions organized. Yes, the Premium plan allows users to manage multiple companies under one account. Each business can have its own branding, client list, and financial records. Yes. The Essentials plan supports up to two team members, while the Premium plan accommodates unlimited users with customizable access levels. This helps teams collaborate while maintaining data control. HoneyBook provides email and live chat support seven days a week. Premium users receive priority support, ensuring faster response times for urgent issues. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from HoneyBook’s own online content in August 2025, including the product's website and its social media channels. ## Related reading ### [4 Key Workflow Management Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-workflow-management-features/) Published August 8, 2024 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [6 Top-Rated AI-Enabled Tools for Workflow Management](https://www.capterra.com/resources/top-ai-workflow-tools/) Published January 16, 2026 by ### [Improve Customer Data and CRM With Master Data Management](https://www.capterra.com/resources/master-data-management/) Published September 26, 2023 by [Adam Carpenter](https://www.capterra.com/resources/author/acarpenter/) ### [5 Top-Rated Workflow Management Software for Small Businesses](https://www.capterra.com/resources/workflow-management-software-for-small-business/) Published September 6, 2023 by [Saumya Srivastava](https://www.capterra.com/resources/author/ssrivastava/) ### [How to Improve Your Daily Workflow with Marketing Automation Processes](https://www.capterra.com/resources/improve-workflow-with-marketing-automation/) Published May 5, 2022 by [Shanice Jones](https://www.capterra.com/resources/author/sjones/) ### [5 Top-Rated IT Workflow Management Software](https://www.capterra.com/resources/top-it-workflow-management-software/) Published December 18, 2023 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) ### [What Is CRM Software?](https://www.capterra.com/resources/what-is-crm-software/) Published August 5, 2024 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) and [Kathryn Todd](https://www.capterra.com/resources/author/kathryn-todd/) ### [5 Top-Rated CRM Software for Small Businesses](https://www.capterra.com/resources/crm-software-for-small-business/) Published October 29, 2024 by [Barkha Bali](https://www.capterra.com/resources/author/bbali/) and [Mehar Luthra](https://www.capterra.com/resources/author/mehar-luthra/) ### [How To Scale Your Customer Service Operations: A CX Pro’s Roadmap](https://www.capterra.com/resources/ai-powered-customer-service/) Published August 14, 2024 by [Niels Juist](https://www.capterra.com/resources/author/niels-juist/) and [Shep Hyken](https://www.capterra.com/resources/author/shep-hyken-guest-contributor/) ### [Capterra Value Report: A Price Comparison Guide for CRM Software](https://www.capterra.com/resources/CRM-software-pricing-report/) Published March 1, 2024 by [Baljeet Kaur](https://www.capterra.com/resources/author/bkaur/) ### [Types of CRM Software to Know Before You Buy](https://www.capterra.com/resources/types-of-crm-software/) Published March 24, 2026 by ### [How To Leverage Your CRM for Better Sales Pipeline Analysis](https://www.capterra.com/resources/sales-pipeline-analysis/) Published August 17, 2023 by [Lauren Spiller](https://www.capterra.com/resources/author/lspiller/) ### [5 Key CRM Software Features And Top Products That Offer Them](https://www.capterra.com/resources/crm-software-features/) Published August 7, 2023 by [Shephalii Kapoor](https://www.capterra.com/resources/author/skapoor/) ### [Customer Data Management in Marketing: What You Need to Know](https://www.capterra.com/resources/data-management-in-marketing/) Published March 15, 2023 by [Gary Froniewski](https://www.capterra.com/resources/author/gfroniewski/) ### [CRM Integration Explained: Meaning, Methods, and System-Level Examples](https://www.capterra.com/resources/crm-integrations-help-your-business/) Published April 6, 2026 by ### [5 Top-Rated Lead Management Software For Small Business](https://www.capterra.com/resources/lead-management-software-for-small-business/) Published July 3, 2024 by [Ashish Upadhyay](https://www.capterra.com/resources/author/aupadhyay/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) ### [As Support Demand Rises, Technology is Boosting Customer Satisfaction for 63% of U.S. Businesses](https://www.capterra.com/resources/how-technology-helps-to-improve-customer-satisfaction/) Published July 30, 2024 by [Laura Burgess](https://www.capterra.com/resources/author/laura-burgess/) and [Caroline Rousseau](https://www.capterra.com/resources/author/caroline-rousseau/) Popular comparisons [PayPal vs HoneyBook](https://www.capterra.com/compare/162588-207944/HoneyBook-vs-PayPal)[QuickBooks Online vs HoneyBook](https://www.capterra.com/compare/162588-190778/HoneyBook-vs-QuickBooks-Online)[Jobber vs HoneyBook](https://www.capterra.com/compare/127994-162588/Jobber-vs-HoneyBook)[NetSuite vs HoneyBook](https://www.capterra.com/compare/135757-162588/NetSuite-vs-HoneyBook)[Xero vs HoneyBook](https://www.capterra.com/compare/120109-162588/Xero-vs-HoneyBook)[Odoo vs HoneyBook](https://www.capterra.com/compare/135618-162588/Odoo-vs-HoneyBook)[QuickBooks Enterprise vs HoneyBook](https://www.capterra.com/compare/162588-174984/HoneyBook-vs-QuickBooks-Enterprise)[Dynamics 365 vs HoneyBook](https://www.capterra.com/compare/157279-162588/Dynamics-365-vs-HoneyBook) [Zoho Invoice vs HoneyBook](https://www.capterra.com/compare/162588-163114/HoneyBook-vs-Zoho-Invoice)[FreshBooks vs HoneyBook](https://www.capterra.com/compare/142390-162588/FreshBooks-vs-HoneyBook)[QuickBooks Desktop vs HoneyBook](https://www.capterra.com/compare/162588-212058/HoneyBook-vs-QuickBooks-Desktop-Pro)[Clio vs HoneyBook](https://www.capterra.com/compare/105428-162588/Clio-vs-HoneyBook)[Bitrix24 vs HoneyBook](https://www.capterra.com/compare/113540-162588/Bitrix24-vs-HoneyBook)[Wave vs HoneyBook](https://www.capterra.com/compare/162588-178021/HoneyBook-vs-Wave-Apps)[monday.com vs HoneyBook](https://www.capterra.com/compare/147657-162588/monday-com-vs-HoneyBook)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)