{"id":88619,"date":"2025-07-03T12:27:58","date_gmt":"2025-07-03T19:27:58","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=88619"},"modified":"2025-07-03T12:28:00","modified_gmt":"2025-07-03T19:28:00","slug":"client-relationship-management","status":"publish","type":"post","link":"https:\/\/www.honeybook.com\/blog\/client-relationship-management","title":{"rendered":"Guide to client relationship management: tips, tools, and more"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em>Learn how to improve your client relationship management through better communication and collaboration tools. The more you and your clients are on the same page, the more successful projects you\u2019ll have for long-term success.\u00a0<\/em><\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/09\/client-relationships-header-1024x793.jpg\" alt=\"\" class=\"wp-image-90648\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/09\/client-relationships-header-1024x793.jpg 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/09\/client-relationships-header-300x232.jpg 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/09\/client-relationships-header-768x594.jpg 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/09\/client-relationships-header-1536x1189.jpg 1536w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/09\/client-relationships-header.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p>The heart of your business isn\u2019t just your services. It\u2019s the clients you serve. Strong client relationships strengthen loyalty and increase the likelihood that customers will recommend your business to others.<\/p>\n\n\n\n<p>Research shows that 89% of companies consider <a href=\"https:\/\/www.forbes.com\/sites\/shephyken\/2018\/07\/15\/customer-experience-is-the-new-brand\/?sh=2432ab5b7f52\" target=\"_blank\" rel=\"noreferrer noopener\">customer experience their primary area of competition<\/a>. By focusing on <a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management\" target=\"_blank\" rel=\"noreferrer noopener\">client relationship management<\/a>, you can dramatically boost business success.<\/p>\n\n\n\n<p>In this guide, we\u2019ll share actionable tips to improve client relationships and highlight tools that make client relationship management easier.<\/p>\n\n\n\n<p>Jump to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#importance\">The importance of client relationship management<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#tips\">Tips for communicating effectively with clients<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#difficult\">Dealing with difficult clients and miscommunications<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#best-practices\">Best practices for emailing clients effectively<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#automating\">Automating client communications to save time<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#client-portal\">Using a client portal to stay organized and manage projects with clients<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.honeybook.com\/blog\/client-relationship-management#honeybook\">Improve client relationship management with HoneyBook<\/a><\/li>\n<\/ul>\n\n\n\n<a id=\"importance\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">The importance of client relationship management<\/h2>\n\n\n\n<p>Client relationship management (often known as CRM) is defined as the practice of building and maintaining strong, ongoing relationships with clients through consistent communication, organization, and personalized service. For small business owners, this dedicated focus improves client satisfaction, boosts referrals, and increases long-term revenue.&nbsp;<\/p>\n\n\n\n<p>That said, small business owners may feel like client relationship management doesn\u2019t apply to them and that they ca always find new clients. But the reality is:<\/p>\n\n\n\n<p>Businesses that prioritize customer experience, on average, are <a href=\"https:\/\/www.forbes.com\/sites\/blakemorgan\/2019\/09\/24\/50-stats-that-prove-the-value-of-customer-experience\/?sh=3df2d7664ef2\" target=\"_blank\" rel=\"noreferrer noopener\">5.7x more profitable<\/a> than businesses that don\u2019t<\/p>\n\n\n\n<p>Research shows that acquiring a new customer is <a href=\"https:\/\/www.forbes.com\/sites\/forbesbusinesscouncil\/2022\/12\/12\/customer-retention-versus-customer-acquisition\/?sh=7944ced71c7d\" target=\"_blank\" rel=\"noreferrer noopener\">5-7x as expensive<\/a> as retaining an existing customer<\/p>\n\n\n\n<a id=\"tips\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Tips for communicating effectively with clients<\/h2>\n\n\n\n<p>One of the top ways you can improve the customer experience is to focus on <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/blog\/effective-communication-with-clients\" target=\"_blank\"  rel=\"noopener\" title=\"client communication\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5063\">client communication<\/a>. <a href=\"https:\/\/www.honeybook.com\/blog\/how-to-improve-client-communication\">Effective client communication<\/a> can prevent future disagreements and disappointments, giving you a better chance of fostering long-term trust. Here are three tips to get you started<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1. Focus on transparency<\/h3>\n\n\n\n<p>Sometimes clients expect services your business doesn\u2019t offer\u2014or misunderstand the scope. You can forestall these issues with clear, open communication.<\/p>\n\n\n\n<p>Communication is more than what you say to customers. It also includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contracts that outline your services, pricing, and upcharges (e.g., extra revisions)<\/li>\n\n\n\n<li>Written clarity in all documents, down to your language, font, and layout<\/li>\n\n\n\n<li>Visual cues that align with your messaging<\/li>\n<\/ul>\n\n\n\n<p>For example, if you\u2019re a freelance writer and offer two edits before charging additional fees, include that information in your contract along with the cost of subsequent edits. Professional documentation helps clients and businesses stay on the same page.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2. Triple-check written communications for clarity<\/h3>\n\n\n\n<p>Written communications\u2014including SMS or text messages, web content, and email communications\u2014can be easily misinterpreted. Research shows that while people think their emails are understood 90% of the time, but <a href=\"https:\/\/www.entrepreneur.com\/growing-a-business\/50-percent-of-emails-and-texts-are-misunderstood-but\/346802#:~:text=According%20to%20Nick%20Morgan%2C%20author,statistic%20is%20only%2050%20percent.\" target=\"_blank\" rel=\"noreferrer noopener\">research shows it\u2019s closer to 50%<\/a>. Without things like body language and tone of voice to clarify written statements, they can come out the wrong way.\u00a0<\/p>\n\n\n\n<p>Tools like <a href=\"https:\/\/www.grammarly.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Grammarly<\/a> can help you identify your tone and reduce miscommunications. However, regardless of the tools you\u2019re using to improve your grammar, punctuation, and tone, it\u2019s still a good idea to read and reread written communications and ensure they\u2019re conveyed correctly.<\/p>\n\n\n\n<p>Another strategy is to ask other people in your office to read your email drafts before you send them and help you identify things that could be misconstrued or misunderstood.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3. Be an active listener<\/h3>\n\n\n\n<p>It\u2019s important that you solve clients\u2019 problems, but a problem-solving mindset shouldn\u2019t prevent you from actually listening.<\/p>\n\n\n\n<p>Listening to your customers isn\u2019t limited to verbal communication either. While you should actively listen during phone calls or meetings, you may also need to use active listening skills when reading emails, reviews, or customer surveys.&nbsp;<\/p>\n\n\n\n<p>Becoming defensive when a customer critiques your business or services is a natural response. It\u2019s also super unhelpful. When you hear feedback you don\u2019t like, try to understand the frustration from your client\u2019s point of view.&nbsp;<\/p>\n\n\n\n<p>The best way to show you\u2019re an active listener is to be mindful of your clients\u2019 needs. As you get to know your clients, you may find that someone needs more frequent check-ins from you, while another requires more visual aids to understand your work, and a third needs more one-on-one support. Adapting your communication style based on clients\u2019 needs will improve your relationships and reduce the risk of misunderstandings.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns cta-related-posts is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center left-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"related-post-heading\">Related Post<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/www.honeybook.com\/blog\/effective-communication-with-clients\" target=\"_blank\" rel=\"noreferrer noopener\">8 tips to better communicate with clients<\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.honeybook.com\/blog\/effective-communication-with-clients\"><img decoding=\"async\" width=\"1024\" height=\"630\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/Blog-Header-Image-1300-x-800-_383741c13c-1024x630.png\" alt=\"\" class=\"wp-image-75969\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/Blog-Header-Image-1300-x-800-_383741c13c-1024x630.png 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/Blog-Header-Image-1300-x-800-_383741c13c-300x185.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/Blog-Header-Image-1300-x-800-_383741c13c-768x473.png 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2022\/07\/Blog-Header-Image-1300-x-800-_383741c13c.png 1300w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">3. Be an active listener<\/h3>\n\n\n\n<p>It&#8217;s important that you solve a client&#8217;s problem, but a problem-solving mindset may prevent you from actually listening. Learning to be an active listener is a key skill to any communication.<\/p>\n\n\n\n<p>Note that listening to your customer isn&#8217;t limited to verbal communication. While you should actively listen during phone calls or meetings, you may also need to use active listening skills when reading emails, reviews, or customer surveys.&nbsp;<\/p>\n\n\n\n<p>Becoming defensive when a customer critiques your business or services is a natural response. It&#8217;s also super unhelpful. When you hear feedback you don&#8217;t like, try to understand the frustration from your client&#8217;s point of view.&nbsp;<\/p>\n\n\n\n<p>The best way to show you&#8217;re an active listener is to be mindful of your clients&#8217; needs. As you get to know clients, you may find that one client needs more frequent check-ins from you, another requires more visual aids to understand your work, and a third needs more one-on-one support. Adapting your communication based on client needs will improve your relationship and reduce the risk of misunderstandings.&nbsp;<\/p>\n\n\n\n<a id=\"difficult\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Dealing with difficult clients and miscommunications<\/h2>\n\n\n\n<p>Miscommunication happens, even with the best intentions. Sometimes, client expectations aren\u2019t in line with your company\u2019s services. Other times it may be due to technical hiccups or deliverable delays.&nbsp;<\/p>\n\n\n\n<p>Regardless of a problem\u2019s origin, how you <a href=\"https:\/\/www.honeybook.com\/blog\/how-to-deal-with-difficult-clients\">respond to difficult clients<\/a> and misaligned expectations will directly impact your business\u2019s success.&nbsp;<\/p>\n\n\n\n<p>Research shows that customers are 2.4x as likely to stay with a company if it <a href=\"https:\/\/www.forrester.com\/blogs\/whats-the-roi-of-cx-transformation\/\" target=\"_blank\" rel=\"noreferrer noopener\">resolves their issues quickly<\/a>. The faster you can resolve problems, the more likely you are to improve customer loyalty.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Focus on specifics\u00a0<\/h3>\n\n\n\n<p>If a client is unhappy with your work, clarify what they\u2019re unhappy with. The only way you can improve what you\u2019re offering\u2014and potentially salvage the relationship\u2014is if you know exactly what the problem is.<\/p>\n\n\n\n<p>This may be a good opportunity to review your original contract. For example, say that a client requests a second edit to your content, but you deny it because the requested changes are too extensive. When you review your contract, you see that your client\u2019s upset because it says you provide two edits free of charge. To fix this misunderstanding, you can provide the current edit free of charge and potentially update future contracts to specify the extent of editing before additional charges are added.&nbsp;<\/p>\n\n\n\n<p>When you understand your customers\u2019 specific pain points, you are better positioned to respond appropriately and find a solution you can both live with.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Don\u2019t burn bridges<\/h3>\n\n\n\n<p>If a client is challenging\u2014for example, they continually call outside of stated office hours or make demands outside of your scope of work\u2014you can choose not to work with them anymore. It\u2019s one of the benefits of being an independent contractor.<\/p>\n\n\n\n<p>However, dropping clients comes with an inherent risk. Clients often communicate with others in their industry. If a professional treats them rudely, they may share that experience with their peers. This could prevent new\/prospective clients from trusting you.<\/p>\n\n\n\n<p>Setting and enforcing clear boundaries can eliminate the need to fire clients in the first place. However, if clients remain difficult to work with even after you\u2019ve set and enforced your boundaries, you may need to let them go to protect your mental and emotional health. <em>How <\/em>you choose to cease working with that client will impact your ability to continue onboarding new business in the future.<\/p>\n\n\n\n<p>Remember that previous clients network and can discuss your reputation. So, even if you know you would never want to work with a potential client again, it\u2019s important to stay professional and do your best to satisfy their needs.&nbsp;<\/p>\n\n\n\n<p>You might make it clear that you will not take on additional commissions from a particular client, but you will finish your current project. Or maybe you know a fellow professional who would be willing to take them on instead. Let the client know you think your colleague might be a good fit for them instead of blaming the client for being hard to work with.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Respond to negative feedback and reviews<\/h3>\n\n\n\n<p>If a difficult situation with your clients spills into public reviews, it\u2019s important to address them. Another important strategy for improving customer relations is to respond to customer reviews, including (and maybe especially) the negative ones. Research shows that 87% of customers <a href=\"https:\/\/www.businessnewsdaily.com\/9187-respond-to-online-reviews.html\" target=\"_blank\" rel=\"noreferrer noopener\">expect companies to reply<\/a> to negative reviews, ideally within a week of posting.\u00a0<\/p>\n\n\n\n<p>Customer reviews show future customers what they can expect from your business. If you ignore negative reviews, you send the message that you will ignore problems too. But if you respond to negative reviews, apologize for any dissatisfaction, and offer to help resolve the issue where possible, you show potential clients that you value customer relations and will do your best to resolve problems quickly.<\/p>\n\n\n\n<div class=\"wp-block-columns cta-related-posts is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center left-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"related-post-heading\">Related Post<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/www.honeybook.com\/blog\/how-to-deal-with-difficult-clients\" target=\"_blank\" rel=\"noreferrer noopener\">How to deal with difficult clients: 9 tips to keep your cool<\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/www.honeybook.com\/blog\/how-to-deal-with-difficult-clients\"><img decoding=\"async\" width=\"750\" height=\"563\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2020\/08\/difficult-clients-feature.jpeg\" alt=\"Business owner frustrated over dealing with difficult clients\" class=\"wp-image-73515\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2020\/08\/difficult-clients-feature.jpeg 750w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2020\/08\/difficult-clients-feature-300x225.jpeg 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/a><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<a id=\"best-practices\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for emailing clients effectively<\/h2>\n\n\n\n<p>Email is one of the best tools you have for direct communications with your clients. In addition to improving your clarity and transparency, here are some client relationship management best practices as it pertains to email to consider when creating emails for your clients.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Branding your emails<\/h3>\n\n\n\n<p>Branding your emails ensures that your customers can recognize them at a glance. In addition to following email design best practices and including a <a href=\"https:\/\/www.honeybook.com\/email-signature\">personalized email signature<\/a>, some steps you can take to brand your emails include:\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the same font and color choices on all your emails<\/li>\n\n\n\n<li>Maintain a consistent tone and voice<\/li>\n\n\n\n<li>Use an email template for a cohesive aesthetic<\/li>\n\n\n\n<li>Include your logo at the top of your emails<\/li>\n\n\n\n<li>Standardize subject lines<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Automated emails that save time<\/h3>\n\n\n\n<p>One of the keys to client relationship management is being able to communicate both effectively and efficiently. Automating communications can help you do both.&nbsp;<\/p>\n\n\n\n<p>For example, <a href=\"https:\/\/www.honeybook.com\/blog\/automated-email-response-examples\">email automation<\/a> allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send welcome emails to new clients instantly<\/li>\n\n\n\n<li>Remind clients of project milestones or contract terms<\/li>\n\n\n\n<li>Send <a href=\"https:\/\/www.honeybook.com\/payment-reminders\">payment reminders<\/a> to clients if they haven\u2019t settled their bills yet<\/li>\n\n\n\n<li>Send updates to large groups of customers<\/li>\n\n\n\n<li>Follow up with unresponsive clients<\/li>\n\n\n\n<li>Send confirmation emails to provide a good experience when someone inquires, books, or schedules with you<\/li>\n<\/ul>\n\n\n\n<p>But email isn\u2019t the only thing that can be automated. You can also automate task reminders for yourself and your team to keep projects moving smoothly.&nbsp;&nbsp;<\/p>\n\n\n\n<p>By automating communications, you empower yourself to think more clearly about the words you\u2019re using and plan your communications strategically rather than simply reacting. This means that you\u2019re less likely to miscommunicate and more likely to provide clear, transparent communication across the board.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-columns cta-related-posts is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center left-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"related-post-heading\">Related Post<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/www.honeybook.com\/blog\/automated-email-response-examples\" target=\"_blank\" rel=\"noreferrer noopener\">6 automated email response examples for your business<\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.honeybook.com\/blog\/automated-email-response-examples\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/automated-email-response-1024x793.jpg\" alt=\"Automated email response templates\" class=\"wp-image-88046\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/automated-email-response-1024x793.jpg 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/automated-email-response-300x232.jpg 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/automated-email-response-768x594.jpg 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/automated-email-response-1536x1189.jpg 1536w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/automated-email-response.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<a id=\"tools\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Tools that improve client communication<\/h2>\n\n\n\n<p>Automation and <a class=\"wpil_keyword_link\" href=\"https:\/\/www.honeybook.com\/client-portal-software\" target=\"_blank\"  rel=\"noopener\" title=\"client portal software\" data-wpil-keyword-link=\"linked\"  data-wpil-monitor-id=\"5062\">client portal software<\/a> can help keep your communications organized and consistent in one polished, branded place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Using a CRM or client relationship management tool to consolidate your communications in one place<\/h3>\n\n\n\n<p>One of the easiest ways to miscommunicate is when messages and emails get lost. Instead of sifting through endless email threads, it\u2019s helpful to keep everything in one place. You can manage your communications more efficiently with customer relationship management (CRM) software or a clientflow platform like HoneyBook.&nbsp;<\/p>\n\n\n\n<p>If you work with a team, a clientflow platform can also keep you all on the same page about what information has already been communicated to a client. Plus, you can track your project progress and see if you\u2019re still waiting on something from your client, like an invoice payment. Some platforms also include a client portal to give your customers more visibility.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Using a client portal to stay organized and manage projects with clients<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/01\/38912660-19c1-487e-8b96-1e85419aea0c-1024x683.png\" alt=\"honeybook client portal\" class=\"wp-image-99270\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/01\/38912660-19c1-487e-8b96-1e85419aea0c-1024x683.png 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/01\/38912660-19c1-487e-8b96-1e85419aea0c-300x200.png 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/01\/38912660-19c1-487e-8b96-1e85419aea0c-768x512.png 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/01\/38912660-19c1-487e-8b96-1e85419aea0c-1536x1024.png 1536w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2024\/01\/38912660-19c1-487e-8b96-1e85419aea0c-2048x1365.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">HoneyBook&#8217;s new, updated Client Portal<\/figcaption><\/figure>\n<\/div>\n\n\n<p><a href=\"https:\/\/www.honeybook.com\/blog\/best-client-portal-software\">Client portal software<\/a> can mean the difference between organized communication and chaotic projects.<\/p>\n\n\n\n<p>HoneyBook\u2019s new, updated Client Portal actually allows you to centralize all client communications in one polished place. Its customizability allows you to use your own brand colors, fonts, and header images (with no design experience required!) This means that all communications between you and your clients remain visually-cohesive, giving your customers a seamless, branded experience from start to finish.<\/p>\n\n\n\n<p>With HoneyBook\u2019s Client Portal, you can also view all communications and client files in one place and assign tasks to keep projects moving. This type of client relationship management tool empowers you to be proactive with your client communications instead of reactively responding to client complaints as they pop up.Client portal tooling puts your brand front and center while <em>also <\/em>delivering one centralized space for you and your clients.<\/p>\n\n\n\n<div class=\"wp-block-columns cta-related-posts is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center left-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p class=\"related-post-heading\">Related Post<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><a href=\"https:\/\/www.honeybook.com\/blog\/how-payment-processing-works\" target=\"_blank\" rel=\"noreferrer noopener\">How does payment processing work?<\/a><\/h4>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.honeybook.com\/blog\/how-payment-processing-works\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/05\/Payment-processing-1024x793.jpg\" alt=\"Payment processing\" class=\"wp-image-85805\" srcset=\"https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/05\/Payment-processing-1024x793.jpg 1024w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/05\/Payment-processing-300x232.jpg 300w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/05\/Payment-processing-768x594.jpg 768w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/05\/Payment-processing-1536x1189.jpg 1536w, https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/05\/Payment-processing.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<a id=\"honeybook\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">Improve client relationship management with HoneyBook<\/h2>\n\n\n\n<p>Client relationship management is a major aspect of any business venture. To do it successfully takes strategy, empathy, and the right systems.<\/p>\n\n\n\n<p>HoneyBook can help. As a clientflow platform with a new updated Client Portal, HoneyBook facilitates the entire process of selling and delivering your services. That includes centralizing every project, file, task, and message for your clients.<\/p>\n\n\n\n<p>When all your tools are in one place, you can deliver a better client experience\u2014and grow your business with confidence.<\/p>\n\n\n\n<div class=\"aligncenter wp-block-ugb-container ugb-container ugb-6bb1d93 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-6bb1d93-wrapper.ugb-container__wrapper{border-radius:12px !important;background-image:url(https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/03\/Banner-CTA-Background2.jpg)}.ugb-6bb1d93-wrapper.ugb-container__wrapper:before{opacity:0.5}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-6bb1d93-wrapper ugb--has-background-overlay\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-6bb1d93-content-wrapper\">\n<h2 class=\"wp-block-heading has-text-align-center\"><strong>Manage, improve, and leverage client relationships <\/strong><\/h2>\n\n\n\n<p class=\"has-text-align-center\">Manage your client communications and foster relationships within one platform.<\/p>\n\n\n\n<div class=\"wp-block-ugb-button ugb-button-wrapper ugb-9def6fd ugb-main-block\"><style>.ugb-9def6fd .ugb-button1{background-color:#000000}.ugb-9def6fd .ugb-button1 .ugb-button--inner,.ugb-9def6fd .ugb-button1 svg:not(.ugb-custom-icon){color:#ffffff !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-button-container\"><a class=\"ugb-button1 ugb-button ugb-button--size-normal\" href=\"https:\/\/www.honeybook.com\/client-portal-software\" target=\"_blank\" rel=\"noopener noreferrer\" title=\"\"><span class=\"ugb-button--inner\">Try HoneyBook for free<\/span><\/a><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to improve your client relationship management through better communication and collaboration tools. The more you and your clients are on the same page, the more successful projects you\u2019ll have for long-term success.\u00a0 The heart of your business isn\u2019t just your services. It\u2019s the clients you serve. Strong client relationships strengthen loyalty and increase [&hellip;]<\/p>\n","protected":false},"author":850,"featured_media":90649,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[508,584,77,311],"class_list":["post-88619","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-community-collaboration","tag-client-communication","tag-client-portal","tag-client-relationships","tag-email-marketing"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature.jpg",2000,1548,false],"thumbnail":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature-150x150.jpg",150,150,true],"medium":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature-300x232.jpg",300,232,true],"medium_large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature-768x594.jpg",768,594,true],"large":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/www.honeybook.com\/blog\/wp-content\/uploads\/2023\/07\/client-relationship-feature.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Learn how to improve your client relationship management through better communication and collaboration tools. The more you and your clients are on the same page, the more successful projects you\u2019ll have for long-term success.\u00a0 The heart of your business isn\u2019t just your services. It\u2019s the clients you serve. Strong client relationships strengthen loyalty and increase the likelihood that customers will recommend your business to others. Research shows that 89% of companies consider customer experience their primary area of competition. By focusing on client relationship management, you can dramatically boost business success. In this guide, we\u2019ll share actionable tips to improve&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.honeybook.com\/blog\/category\/community-collaboration\" rel=\"category tag\">Community &amp; collaboration<\/a>","author_info_v2":{"name":"Cait Carter","url":"https:\/\/www.honeybook.com\/blog\/author\/cait-carter"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Improve Client Relationship Management | HoneyBook<\/title>\n<meta name=\"description\" content=\"Client relationship management is a keystone to any business. 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