HoneyBook

Client portals and onboarding

About HoneyBook

Client management for small service businesses: inquiries, proposals, contracts, invoices and a client portal in one flow.

HoneyBook is built for small service businesses such as photographers, designers, planners and consultants. It covers the path from first inquiry to final payment: lead forms, proposals, contracts with e-signature, invoices, payment plans and a client portal where clients see their files and next steps.

Automations send the next document or reminder when a client takes a step, and AI features help write replies, summarize client threads and suggest follow-ups. Templates let you reuse the same proposal and contract for similar jobs.

It suits solo owners and small teams who want one place to run client work instead of a CRM plus separate signing and invoicing tools. Check which payment methods and countries it supports before you move your invoicing over.

Details

  • Mobile app

    Yes

Not enough info yet on free plan or free tier, developer API, integrates with HubSpot, integrates with Salesforce. Check the tool's own site.

Listing written by ClientsBook, checked 2026-11-03. Report a correction or request removal. Back to client portals and onboarding.