OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

HoneyBook review: 54 specs compared

Starting price:29 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

HoneyBook Review: Compare 54 technical specifications, 15 expert and video reviews and 1 best-of list to see how this product ranks in the CRM Software category and whether it is worth buying.

HoneyBook
8.3/10

Overall score

Score
8.3/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 87% of models
Score components

40%

8.3

Technical score

30%

8.5

Reviews score

30%

8.1

List score

▲Better than 87% of CRM software
8.3

Technical score

Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 71% of models
Score components

25%

8.6

Product & Pricing

25%

8.6

Core CRM

20%

7.4

Sales & Automation

15%

8.5

Integrations & Access

15%

8.5

Security & Deployment

▲Better than 71%
8.5

Reviews score

Reviews score
8.5/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
★ Better than 91% of models

80%

8.3

Average grade

20%

9.4

Popularity

Grades by review (15)
3 reviews + 12 videos, average 8.4/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
★Better than 91%
8.1

List score

List score
8.1/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (1)
List score: in 1 of 44 lists (2%)
▲Better than 73%
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about HoneyBook

Based on 3 · 12

Reviewers love the all-in-one setup with automation and payments, but find customization limited and setup harder than expected.
Praised
Criticised
Pick a topic to see who said what
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Technical Specifications of CRM platform HoneyBook

Technical score
Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
▼
<55-66-77-88-99-10
▲ Better than 71% of models
Score components:

25%

8.6

Product & Pricing

25%

8.6

Core CRM

20%

7.4

Sales & Automation

15%

8.5

Integrations & Access

15%

8.5

Security & Deployment

8.3
Reviews score
8.5
List score
8.1
Starting price
29 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 29 USD/user/mo, which is lower than that of 54.3% of CRM platforms and equal to that of 22.4% of CRM platforms.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
7 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
What reviewers say
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead capture forms and contact widget for websites.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual project pipeline with customizable stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
HoneyBook AI drafts replies and extracts project details from inquiries.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated client communication and task workflows.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with QuickBooks, Zapier, and Gmail.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
HoneyBook mobile app on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
SOC 2 Type II, PCI DSS
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based security groups and granular permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Complete administrative audit trail of user activities.
Supported operating systems
Web, iOS, Android
Show more

HoneyBook vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    HoneyBook AI drafts replies and extracts project details from inquiries.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and bank transfer (ACH) payment processing.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • 7.6% higher review score
    Reviews score
    8.5/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    ▼
    <55-66-77-88-99-10
    ★ Better than 91% of models

    80%

    8.3

    Average grade

    20%

    9.4

    Popularity

    Grades by review (15)
    3 reviews + 12 videos, average 8.4/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.5 vs 7.9
  • 5.7% better value for money
    HoneyBook offers better value for money than the average CRM platform (8.82 vs 8.3).
    8.82 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • 10 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    HoneyBook
    the average CRM platform
    HoneyBook has a lower starting price than the average CRM platform (29 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    29 USD/user/mo vs 39 USD/user/mo
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Built-in time tracking timer for billable client hours.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    HoneyBook AI drafts replies and extracts project details from inquiries.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card and bank transfer (ACH) payment processing.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Higher mobile app rating category
    This CRM platform ranks higher than the average CRM platform for mobile app store rating (4.5–5 vs 4–4.4).
    4.5–5.0 vs 4.0–4.4
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • 1.2% lower list score
    List score
    8.1/ 10
    ✕
    What it is
    How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
    How we count it
    Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
    Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
    Lists with this model (1)
    List score: in 1 of 44 lists (2%)
    8.1 vs 8.2
  • No automatic duplicate detection
    This CRM platform does not detect duplicate records automatically, while the average CRM platform does. 98.6% of CRM platforms offer automatic duplicate detection.

Video reviews

Hands-on testing and real-world video evaluations

9.0
Smart Spending
≈ estimated
24/09/2026
Hands-on review · daily use, features and pricing
Verdict
HoneyBook takes effort to set up, but once running it saves small businesses time and stress.
9.0
Trusted Picks
≈ estimated
17/09/2026
Hands-on review · daily use, pricing and AI features
Verdict
HoneyBook is a strong fit for busy small businesses, though setup takes effort and customization is more limited.
9.0
Savvy Selections
≈ estimated
05/08/2026
Hands-on review · daily use and plan comparison
Verdict
HoneyBook takes effort to set up, but it becomes one connected system that saves hours each week.
8.0
How to Hippo 🦛
≈ estimated
03/11/2025
Demo walkthrough · features, pricing and templates
Verdict
HoneyBook is a useful all-in-one tool for freelancers, but it can feel overwhelming at first, so start small.
9.0
Consumer Reviews
≈ estimated
23/10/2025
Hands-on review · daily use, pricing and Dubsado comparison
Verdict
HoneyBook is a worthwhile tool that changed daily operations, though setup takes real effort in the first week.
9.0
Good Brand Academy™ with Matthew Eriksen
≈ estimated
29/10/2024
Product tour · screen share and personal use case
Verdict
HoneyBook is recommended as a solid all-in-one platform for independent business owners and creatives.
9.0
Best Reviews
≈ estimated
24/02/2023
Walkthrough review · features, pricing and support
Verdict
HoneyBook suits small businesses and freelancers well, thanks to its easy-to-use all-in-one setup.
9.5
North Park Films
≈ estimated
04/02/2020
Hands-on review · templates, contracts and bookkeeping
Verdict
HoneyBook is worth the money for small businesses that want to automate client communication.
8.0
Digibase Media
≈ estimated
06/09/2025
Short review · pros, cons and features
Verdict
HoneyBook is among the best options for freelancers and creatives, but deep analytics or advanced automation may fall short.
8.0
Elliot Explains
≈ estimated
14/02/2025
Short review · overview and pricing
Verdict
HoneyBook is a solid all-in-one choice for freelancers and creatives, though the interface has a learning curve and pricing feels high.
7.0
Wise Explainer
≈ estimated
26/08/2024
Short overview · features and ideal users
Verdict
HoneyBook suits freelancers and creative small businesses well, but less so for complex CRM needs.
8.0
FULL FINANCE REVIEW
≈ estimated
16/11/2023
Overview · pros, cons and support
Verdict
HoneyBook is a good all-in-one choice for creatives and small businesses, held back by pricing and support.

Expert reviews

In-depth analysis and verdict from leading tech publications

8.0
techradar.com
✓ explicit
18/12/2025
Hands-on test · Client management CRM
Verdict
HoneyBook is a client management CRM for creative freelancers, combining invoicing, contracts and automated workflows, but it lacks lead scoring and forecasting.
7.0
pcmag.com
✓ explicit
04/08/2025
Hands-on review · Freelancer CRM
Verdict
HoneyBook is a freelancer CRM with strong lead forms, pipeline automations and useful AI, but its fixed pipeline layout and basic reports hold it back for growing businesses.
8.6
sonary.com
✓ explicit
07/10/2024
Expert review · Small business CRM
Verdict
HoneyBook bundles CRM, contracts, scheduling and invoicing for small businesses, replacing several subscriptions, but it lacks advanced CRM features.

Third-party reviews

What we like about HoneyBook

  • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
  • Built-in AI assistant for conversation summaries and draft creation, paired with multi-step workflow triggers.
  • Built-in quotation and invoice creation directly connected to digital payment gateways for accelerated client checkout.
  • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
  • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

What we don't like about HoneyBook

  • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $16/user/month.
  • Underlying data schema is confined to conventional contact and deal entities without support for custom relational objects.
  • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
  • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

Verdict

HoneyBook is a cloud-based CRM platform engineered by HoneyBook to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging alongside AI-assisted lead scoring. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. On the other hand, the platform lacks a permanent free plan, requiring an entry investment starting around $16 per user monthly, while advanced analytics require higher-tier subscriptions. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration. Furthermore, administrative settings maintain flexible oversight as operational requirements expand.

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