All-in-one software for business consultants

Manage inquiries, client communication, payments and more — all in one place.

No credit card required

Easily manage projects from first inquiry to final payment

  • Get started with consultant templates
  • Gather client info with questionnaires and contact forms
  • Protect your business with consultant contract templates
  • Bill clients with consultant proposal and invoice templates

Streamline all client communication

  • Keep the back-and-forth in one place
  • Use templates for emails, proposals and more
  • Schedule kick-off calls, meetings and consultations
  • Invite collaborators so everyone’s on the same page

Manage inquiries and projects on-the-go

  • Get notified when a new inquiry comes in
  • Send contracts, invoices and proposals from your phone
  • Access documents and client details offline, anytime
  • Track payments in real time. Cha-ching!

Thinking of switching?

Try the best CRM for consultants who want to work on their own terms.

Features business consultants love

All-in-one solution

Stop switching tools for every task. Keep everything — client communication, documents, payments, scheduling and more — in one organized place.

Lead and project tracking

Funnel prospective clients from your website, Facebook ads, and email directly into HoneyBook. From there, easily follow up and track projects from end-to-end.


Make it easy for clients to pay you. Set a fixed payment schedule or charge on a recurring basis. Plus, let automatic reminders do the follow-up for you.


Combine invoice, contract and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.


Protect your business and capture legally binding signatures. Start from our template or add custom language, plus get notified as soon as a contract is signed.


Set your availability and let clients easily schedule time with you. Plus, create multiple session types, add locations and send auto-replies and reminders.

Online Payments

Accept all major debit/credit cards and bank transfers for a flat 3% fee. We replace Paypal or Square and even work directly with you in the event of a client dispute.


Automate steps in your process, at the cadence of your choice. Workflows take the nitty gritty stuff off your plate, so you’re free to focus on growing your business.

Free account migration

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your business, and we’ll set them up for free.

Client portal software

Give clients access to an organized shared workspace, so you’re always on the same page.

Payment reminders

Automatically send remind clients when they have upcoming or overdue payments, so you never have to chase down payments.
Finally after feeling stressed for so long, I knew I needed a change when my booking rate was 50% at best. Since joining HoneyBook, my conversion rate nearly doubled to over 95%.
Stefani Lefler
Designer & developer, Stefani Lefler Studios
I love that we can map out our design process as templates within HoneyBook. Then when it’s time to share files with a client, we just customize the template with their content and send it off for approval.
Karina Ramos
Founder, The Voyage Society
HoneyBook has made the most tedious part of my job easy! It's given me more time to focus on doing what I love - interacting with my clients and designing.
Jesse Debusk
J. Debusk Studios