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All-in-one CRM for freelancers

Organization is crucial when you’re an independent business owner. HoneyBook can provide you with so much more than a regular CRM for freelancers. With our clientflow management platform you’re able to manage client inquiries, contracts, payments, and more — all in one place.

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Working with CRM for freelancers

Streamline your entire clientflow

Stop switching tools for every task. As a comprehensive clientflow management platform our CRM for freelancers keeps your processes organized and efficient.

Highlight what makes your services unique

Flexible templates help you showcase your talent, experience, and professionalism.

Let clients sign, pay, and book faster

Quickly send branded online invoices, contracts, and proposals so clients can book in one step. Plus, let automatic payment reminders follow-up for you.

Easily manage your freelance projects from first inquiry to final payment

  • Get started with freelance templates
  • Gather client info with questionnaires and contact forms
  • Send online contracts signed with freelance templates
  • Bill clients with freelancer proposals and invoice templates
manage clients with crm for freelancers
manage clients with crm for freelancers

Streamline all your 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 stakeholders so everyone’s on the same page
freelancer business proposal
freelancer business proposal

Manage inquiries and projects on-the-go

  • Get notified when a new inquiry comes in
  • Send freelance contracts, online invoices, and proposals from anywhere
  • Access documents and client details offline, anytime
  • Track online payments in real-time. Cha-ching!
freelancer apps proposal software
freelancer apps proposal software

Thinking of switching?

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

Features freelancers 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, Facebook ads, and email directly into HoneyBook. From there, easily follow up and track freelance projects.

Online invoices

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.

Proposals

Combine online invoices, online 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 freelance business and capture legally binding signatures. Start from our template or add custom language, plus get notified as soon as 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.

Automations

Automate steps in your process, at the cadence you determine. Automations take the day-to-day stuff off your plate, so you’re free to focus on growing your business.

Free file setup

Our team is here to make your transition onto HoneyBook seamless. Simply send us the documents you currently use to run your independent 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-the-go about leads, payments, and more.

Create professional documents and emails in minutes with freelance templates

Spend more time on freelancing while still keeping in touch with your clients. Client communication has never been easier with templates for freelancers.

Freelancer invoice templates

You became a freelancer to work independently - not to process invoices. HoneyBook’s freelancer invoice templates are easily customizable for any of your jobs, allowing you to provide a tailored invoice for each client. Automatically input your itemized services and packages and send. Whether you charge on a recurring basis, collect an up-front deposit, or want to bill clients on hours worked, our freelancer invoice templates have you covered.

create freelancing invoice with crm for freelancers

Freelancer contract templates

Work hassle-free knowing that you are protected with freelancer contract templates created by attorneys. Start from a freelancer contract template to quickly craft professional, legally-binding online contracts and let clients fill them out and sign them from any device.

Start from our freelancer contracts and add any existing legal language you have to the templates. 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 freelancer contract template with your attorney to make sure you’re totally covered.

freelancer contract template

Freelancer brochure templates

Sell your services, hours, and other options to clients with brochure templates for freelancers. Brochures are flexible, totally customizable documents that can function as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, proofs, and more.

A freelancer brochure template allows you to present information, including images, to clients and capture their response, whether it be selecting a service , answering questions, or requesting more information. And the best part? Customers can book from your brochure with the click of a button.

freelancer brochure templates

Freelancer proposal templates

Convert inquiries into jobs with proposal templates for freelancers. Proposals combine online invoices, online contracts, and online payments into one user-friendly flow, so that you can skip the back and forth and get paid fast.

Creating a customized proposal is easy — simply start from a template and pull in the services your client is receiving from you as well as your preferred freelancer contract template. You can customize all your freelancer proposal templates before sending per the client’s needs. Once you send your freelancer proposal, your clients can review, fill and sign the contract, and pay!

freelancer proposal templates

Freelancer questionnaire templates

As a freelancer, you deserve to know if your clients are the right fit for you. Learn more about client’s needs and collect their feedback with questionnaire templates for freelancers. If you would like to send all your clients a list with the same set of questions, all you’ll have to do is open your template, adjust according to anything you’d like for a particular client or job, and send.

Freelancer 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 process you’re in, there’s a freelancer questionnaire template to do the job. You can save and use as many questionnaire templates as you’d like!

freelancer questionnaire templates

HoneyBook’s CRM for freelancers FAQ

What should I look for in a good CRM for freelancers?

What’s a better CRM for freelancers, Salesforce or HoneyBook?

What should I look for in a good invoice software for freelancers?

How can HoneyBook help my freelance business?

How do other freelancers use HoneyBook?

Does HoneyBook provide freelancer invoice templates?

I’m too busy to make the switch to HoneyBook, can you help?

Where can I find HoneyBook video tutorials?

How much does HoneyBook cost?

It’s free to try.

We hope you do.

93% of members would recommend HoneyBook to a friend.

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