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All-in-one CRM for consultants

You will always be ahead of the game with HoneyBook’s clientflow management platform, which is so much more than just a regular CRM for consultants. By combining CRM functionality with project management, communication tools, and online payments, you can manage your entire consulting business all in one place.

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All-in-one CRM for consultants

Streamline your entire clientflow

Stop switching tools for every task. As a comprehensive clientflow managment platform, our all-in-one CRM for consultants keeps your processes organized and efficient.

Highlight what makes your services unique

HoneyBook’s flexible templates help you showcase your talent, experience, and professionalism.

Let clients sign, pay, and book faster

Quickly send invoices, contracts, and proposals so clients can hire you in one simple step. Plus, let automatic payment reminders do the follow up for you.

Easily manage projects from first inquiry to final payment

  • Cut down on your workload by using 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
manage projects with crm for consultants
manage projects with crm for consultants

Streamline all client communication

  • Keep the back-and-forth in one place with our CRM for consultants
  • Use customizable templates for emails, proposals, and more
  • Schedule kick-off calls, meetings, and initial consultations
  • Invite collaborators so everyone’s on the same page
streamline client communications with our crm for consultants
streamline client communications with our crm for consultants

Manage inquiries and projects on-the-go

  • Get instantly notified when a new inquiry comes in for your consultant business
  • Send contracts, invoices, and proposals from your phone
  • Access documents and client details offline, anytime
  • Track payments in real time. Cha-ching!
manage inquires and projects on the go with our crm for consultants
manage inquires and projects on the go with our crm for consultants

Thinking of switching?

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

Features consultants love

All-in-one clientflow platform

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

Lead and project tracking

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

Online invoices

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


Combine online invoices, contracts and payments into one seamless experience. Proposals cut down on back-and-forth and help you book clients 2x faster.

Online contracts

Protect your consulting business and create legally binding contracts created by attorneys. Start from our templates or add custom language. Plus, get notifications once a contract is signed.

Online meeting scheduler

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 payment software

Accept all major debit/credit cards with processing fees as low as 2.9% + 25¢ and ACH payments with a 1.5% processing fee. We replace PayPal or Square and even work directly with you in the event of a payment dispute.


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

Free file setup

Our team is here to make your transition onto HoneyBook seamless. By sending us the documents you currently use to run your business, we’re able to 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 payment reminder emails to clients when they have upcoming or overdue payments, so you never have to chase down payments.

Mobile app

Work from anywhere with the HoneyBook App for iOS and Android. Get real time updates on leads, payments, and more for your consulting business.

Create professional documents and emails in minutes with templates

Start saving major time on communication with templates for consultants.

Consultant invoice templates

Whether you charge a recurring fee, collect an initial deposit, or want to bill clients on set dates, our consultant invoice templates have what you need.

Use a template, apply your branding, and customize it for any of your clients instead of starting from scratch every time. Our consultant invoice templates allow you to provide a professional invoice where your clients will view your itemized services, packages, or any other combination of your pricing. Templates make your clientflow as professional and consistent as possible

invoice template with our crm for consultants

Consultant contract templates

Protect yourself with contracts made for consultants. Start from a contract template created by attorney to quickly create legally binding contracts that clients can fill and sign from any device.

Within your template you can add existing legal language that applies to your consulting business and services. Our smart fields help you quickly fill out contracts with existing job-specific details so you save tons of time and get your contracts out asap! We always recommend reviewing your consultant contract with your attorney to make sure you’re completely covered.

consulting contract with our crm for consultants

Consultant brochure templates

Showcase your consulting packages, add-ons, and other services to prospective clients with brochure templates for consultants. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, worksheets, and more.

Essentially, a consultant brochure template allows you to present information, including images, to clients and capture a response from them, whether it be a service selection, answering questions, or requesting more information.

online brochure with our crm for consultants

Consultant proposal templates

Convert leads into booked clients with proposal templates for consultants. Proposals combine invoice, contract, and payment into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Creating a customized proposal is easy — just start from a template and pull in the specific services your client is receiving from you and your preferred consultant contract template to create proposals in a snap. You can customize all your consultant templates per your clients needs, before sending them off. Once you send your online proposal, your clients can review, sign the contract, and pay!

consultant proposal with our crm for consultants

Consultant questionnaire templates

Every client’s needs are different, so use one of our consultant questionnaire templates to learn more about them and collect feedback. If you like to send all your clients a list of the same set of questions, all you’ll have to do is start from your questionnaire template, adjust anything you’d like for a particular client or job, and send.

Consultant questionnaire templates help you ask the right questions and get the information you need to meet your clients’ needs and collect feedback. No matter what stage of the project you’re in, there’s a questionnaire template to guide your consulting services. You can save as many questionnaire templates as you’d like!

consultant questionnaire with our crm for consultants

HoneyBook CRM for consultants FAQs

How can HoneyBook help my consultant business?

How do other consultants use HoneyBook?

Does HoneyBook provide consultants invoice templates?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

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