Save 50% on your first year.

All-in-One CRM for designers

Focus on your creativity and leave everything else up to HoneyBook’s clientflow management platform, which is so much more than just a CRM for designers. By combining CRM functionality with project management, communication tools, online payments, and more, you’re able to manage your entire design business in one place.

No credit card required
All-in-One CRM for designers

Streamline your entire clientflow

Stop switching tools for every task. As a full clientflow management platform, HoneyBook’s CRM for designers helps you stay organized from project start to finish.

Showcase what makes your business unique

Customize templates –– like client questionnaires, online invoices, and online contracts — to fit your brand and design style.

Let clients sign, pay, and book faster

Bill clients with invoices made for designers, plus let automatic payment reminders do the follow up.

Easily manage your design clients from first touch to final payment

  • Track leads directly in HoneyBook
  • Vet design clients with questionnaires
  • Track your design projects as they move from stage to stage
  • Get real-time notifications for important project updates
onboarding new clients with crm for designers
onboarding new clients with crm for designers

Streamline all your client communication

  • Keep all emails in one place
  • See read receipts on all emails and files
  • Get email, proposal, and contract templates for your design business
  • Invite team members or collaborators so everyone has the same info
Streamline all your client communication
Streamline all your client communication

Run your entire design business on-the-go

  • Get notified whenever a new inquiry comes in
  • Send online invoices, online contracts, and more from your phone
  • Access project details offline, anytime
  • Track online payments in real time
Run your entire design business on-the-go
Run your entire design business on-the-go

Thinking of switching?

Grow your design business without losing the personal touch.

Features designers love

All-in-one clientflow platform

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, social media, and email directly into HoneyBook. From there, easily follow up and track design projects from end-to-end.

Online invoices

Make it easy for clients to pay you. Set a fixed payment schedule or recurring charges. Plus, let automatic reminders follow-up seamlessly.


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

Online contracts

Protect your design business and capture legally binding signatures. Start from a template and add your own language, plus get notified as soon as clients sign.

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 that works for you. Automations take all the back-end stuff off your plate, so you’re free to focus on growing your business.

Free file setup

Our team is here to ensure a seamless transition to HoneyBook. Simply send us the documents you currently use to run your design 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 payment reminders to clients when they have upcoming or overdue payments, so you never have to chase them down.

Mobile app

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

Design work has never been this easy. Create documents and emails in minutes with stylish templates

Start saving major time on communication with templates for designers.

Invoice templates for designers

Work on your own terms. Whether you work on a monthly retainer, charge a flat-fee, collect an up-front deposit, or want to bill clients on a specific date, our invoice templates for designers have you covered.

Start from a template that you can personalize and use as a starting point for all clients instead of starting from scratch. Our design invoice templates allow you to provide an itemized invoice or arrange your services in packages. Plus, add photos to provide more detail.

create designer invoice with crm for designers

Contract templates for designers

Protect your business with our contract templates created by attorneys for designers. Quickly craft comprehensive and legally-binding online contracts. The best part is that clients can sign your contract from any device.

Start from our provided contract, tweak it to fit your service offering, and add any existing legal language you have. We recommend reviewing your design contract template with your attorney to make sure that every aspect of your business design is covered.

Contract templates for designers

Brochure templates for designers

Your designs deserve to be appreciated fully. Showcase your work and sell your services with brochure templates for designers. Brochures are customizable files that can function as services overview, mood boards, quotes, proof reviews, price lists, and more.

Present your work to clients with designer brochure templates and capture their response, whether they select one of your services, answer your questions, or give you feedback on your designs.

Brochure templates for designers

Proposal templates for designers

Convert leads into clients with HoneyBook’s online proposal software. . Proposals combine invoice, contract, and payment in one file so you can immediately send and start your client relationships off seamlessly.

Creating your designer proposal is easy. Find a template you like and tweak it to suit your specific needs. Add your services and preferred designer proposal template to create proposals in minutes. After that, all you have to do is send your proposal to your clients!

Proposal templates for designers

Questionnaire templates for designers

Not every client is the right fit for you. As a designer, you need a way to quickly figure out which projects are relevant to your business. This is where HoneyBook’s designer questionnaire templates come in. Onboard clients and learn more about their needs easily by sending them a ready-made set of questions. Questionnaire templates for designershelp you ask the right questions and get the information you need to sell your services and meet your clients’ needs. Want to send a questionnaire after working with a client? No problem. Use multiple questionnaire templates for all the different stages of your design business.

designer questionnaire templates

HoneyBook CRM for designers FAQ

How can HoneyBook help my design business?

How do other Designers use HoneyBook?

Does HoneyBook provide designer templates and questionnaires?

What other templates does HoneyBook provide for designers?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

No credit card required