Honeybook features for small business

Best Honeybook Features For Elevating Your Business

When you’re working on a variety of projects simultaneously, it can be challenging to remember everything you need to get done. So many business owners feel overwhelmed juggling multiple clients and responsibilities and feel like they need help organizing it all. It’s important to have a system in place that allows you to stay on top of your workload and get everything done effectively.

Honeybook is an easy-to-use platform that will help you manage your business from start to finish. Whether you’re a freelancer or small business owner, Honeybook can help you get organized and make sure nothing falls through the cracks.

What is Honeybook?

Honeybook is an online customer relationship management (CRM) and project management software that allows you to keep track of all your tasks and client communication through one convenient platform. It’s also personalized based on what services you use (design, marketing, photography etc.). It has tons of features that can help business owners run their business with ease.

We’ve created a list of the best Honeybook features that can help you get organized and create the best client experience possible. Honeybook’s feature’s can be put into 5 main categories: project management, finances, leads management, documents, and workflow.

Project Management Features


Keep your client’s projects on track by scheduling tasks. Once your tasks have been completed, you can check them off your to do list. Uncompleted tasks are shown on project pages and your home page so you can easily keep track of what needs to be done next.

Honeybook Project Management

Time Tracking

Track how much time you spend on tasks for your clients in their project area. You can list the time spent on the task, describe what the task was, and mark whether the time is billable or not.

Honeybook Time Tracking

Client Portal

Give your clients access to all the important project information they need in one place with a password protected client portal. In the client portal, your clients can view and respond to files and documents you’ve sent them, pay their invoices, send you messages, and view the details of their project. You can even customize your client portal login page so it’s on brand.

Honeybook Client Portal

Finance Features


Honeybook’s invoicing platform is beautifully designed. It’s simple to use, easy to template and lets you choose from pre-set packages or create new line items on the fly—even add pictures of your products! You can send an invoice for a single payment or create one with a payment schedule that automatically remind your clients when their payments are due. This feature is perfect for subscriptions, retainer fees, deposits, or installments!

Honeybook Invoiving


Invoices can be paid online by credit card or bank transfer, and you can also mark it paid if you receive cash or check. Honeybook has a quick turnaround for releasing your hard-earned cash to your bank account and usually takes just 2-3 business days.

Honeybook payment features


Track expenses and income to see how much you’re making, where your money is coming from and what it’s going towards. You can also export your data so you can use it in other accounting software or put together a report for a client. Honeybook’s reports give you a breakdown of the financial side of your business. You can see where your leads are coming from, your conversion rate for different lead sources, which lead sources are making you the most money, and how long it’s taking you to book clients from each lead source. You can also see the breakdown of your revenue by the month and year.

Honeybook Finance Reports

Leads Management


Embed forms from Honeybook straight onto your website to collect leads and add them to your CRM easily. Honeybook’s lead collection forms are easy to set up and integrate with your website. You can customize the form fields, choose which fields are required, and create an email template for sending out a confirmation email after someone submits their information..

Honeybook Forms

Leads Pipeline

Honeybook provides a pipeline system that allows you to track each of your inquiries from the very beginning until they become clients. When one stage is completed with a client, it can be moved onto another stage. You can view specific stages to look at all the projects currently in them. You can also add custom stages to fit your industry, like a “design” phase for web or graphic designers. Having these stages makes it easier to manage each client’s progress through the inquiry, booking and planning processes and helps you get a better idea of which lead sources are working best for you.

Honeybook pipeline



Collect client information with questionnaire templates for every industry, or create one easily from scratch with the template designer. These templates are especially useful for onboarding new clients and getting the background information you need to complete their projects.

Honeybook Questionnaires


You can also create customized informational documents for your business like brochures about your services or welcome packages for new clients. The templates are fully customizable and you can easily add your own images, text, and content.

Honeybook brochures templates


Not only can you use the template designer to make proposals to send to your prospective clients, but you can add a section for your recipients to sign, too. You can also customize the proposal to fit your brand and make it more personalized for each client. It’s a great way to get your company out there and attract new customers without having to spend a lot of time on design.

Honeybook Proposals


The Honeybook document designer also has templates and features for making the creation of contracts and agreements as simple as possible. You can customize the contracts to include different sections and fields, such as client information, terms and conditions and payment information. You can also add your own images, logos or other images to personalize the document for each client.

Honeybook Contracts

Project Approvals

Honeybook also has some pretty cool industry specific templates to use for your client projects. Some examples are the moodboard template and design proof approval documents. You can send these files to your clients through their client portal with a built-in request for approval, streamlining your workflow for a seamless client experience.

Honeybook templates



You can keep all your client communications in one place by sending your emails through Honeybook. You can send individual messages to specific clients in their project area or send batch emails to multiple clients at once!

Honeybook workflows


There are a few ways that Honeybook can speed up your workflow with automation. First, you can create automated workflows that create tasks, send emails, and create files when triggered. This is a great way to automate repetitive tasks and save yourself time. You can also create automation rules that will send you a notification when someone books a project with you. This way, you don’t have to worry about forgetting or losing track of your new clients!

Honeybook also has a useful feature called “smart fields” that you can add to your templates. Smart fields are auto filled by information about the client and project when you use the template for a specific client’s project, so you don’t have to fill in the information for each project every time you onboard a new client.

Perhaps the coolest feature Honeybook has to offer is the “smart files” feature. Smart files allow you to combine multiple document types, so your clients only have to get one file to be onboarded. You can combine questionnaires, brochures, proposals, and contracts for a quick and easy client onboarding process.

Honeybook smart files

Scheduling Calendar

Honeybooks scheduling calendar allows clients to book with you just by visiting a link. You can create different meeting types with different links depending on your business needs and set different availabilities for each. Honeybook’s calendar integrates with other popular digital calendar softwares like Calendly and Google Calendar so you can easily create virtual meeting links and keep track of your appointments.

Honeybook scheduling calendar

Honeybook App

Honeybook has an app that allows you to manage your business on the go. It’s available for both Android and iOS devices, so you can easily access information even when you’re not at home or in front of your computer screen. The app also has push notifications so you’ll never miss any important messages from clients or staff members.

Honeybook app

The Bottom Line

Honeybook is a great option for freelancers and small business owners in need of an excellent CRM and project management system. It’s completely customizable, allowing you to create a system that works best for your unique needs. And while it isn’t the only player in the field, it is one of the most affordable options out there, making it an attractive alternative for many designers looking to upgrade their workflows—especially those who prefer best in class features over a hefty price tag.

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