All-in-One CRM for Real Estate Agents

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

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All-in-One CRM for Real Estate Agents

Streamline your entire client booking flow

Stop switching tools for every task. HoneyBook’s all-in-one real estate CRM software helps you manage communication, scheduling, contracts, and billing from one central hub.

Showcase what makes your business unique

Stand out with real estate contract templates, invoices, proposals, and questionnaires that fit your brand and business.

Let clients sign, pay, and book, faster.

Send professional invoices and proposals that make it easy for clients to pay online. Plus, let automatic payment reminders do the follow-up for you.

Easily manage clients from first touch to final payment

  • Funnel inquiries directly into HoneyBook
  • Automate follow-ups and tasks to take work off your plate
  • Use questionnaires to understand clients’ needs
  • Get real-time notifications for important status updates

Streamline all your communication

  • Keep the back-and-forth in one place
  • Let clients schedule meetings or showings based on your availability
  • Get read receipts on all emails and files
  • Invite team members so everyone’s on the same page

Run your entire business on-the-go

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

Thinking of switching?

Grow your real estate business without losing the personal touch.

Features real estate agents 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.

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

Online Contracts

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.

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 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.

Automations

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 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 reminders 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.

Create professional documents and emails in minutes with Templates

Start saving major time on communication with templates for real estate agents.

Real Estate Invoice Templates

Whether you collect an up-front deposit, or want to bill clients on specific dates, our real estate invoice templates have you covered.

Start from a template, make it your own, and customize for any of your clients, instead of starting from scratch every time. Our real estate invoice templates allow you to provide a tailored invoice where your clients will view your itemized services, packages, or any other combination of your pricing.

Real Estate Contract Templates

Protect yourself with contracts made for real estate professionals. Start from a real estate contract template to quickly craft auto-populating, legally binding online contracts and let clients fill and sign from any device.

Start from our real estate contracts or add any existing legal language you have to the templates. Our smart-fields will save you tons of time and make sure you never have to manually update a contract with client or property specific info again! We always recommend reviewing your real estate contract template with your attorney, to make sure you’re totally covered.

Real Estate Brochure Templates

Sell your services, add-ons, and other options to clients with brochure templates for real estate professionals. Brochures are flexible, totally customizable documents that can function as welcome packets, service lists, quotes, testimonials, questionnaires, and more.

Essentially, a real estate 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.

Real Estate Proposal Templates

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Real Estate Questionnaire Templates

Learn more about a client’s needs and collect feedback from them with questionnaire templates for real estate agents. If you like to send all your clients a list with the same set of questions, all you’ll have to do is start from your real estate questionnaire template, adjust anything you’d like for a particular client or property, and send.

Real estate 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 real estate questionnaire template to do the job. You can save as many questionnaire templates as you’d like!

HoneyBook for Real Estate Agents FAQ

What should I look for in a good real estate CRM?

What type of real estate professionals use HoneyBook?

Does HoneyBook provide real estate contract templates?

How much does HoneyBook cost?

It's free to try. We hope you do.
It's free to try. We hope you do.

It's free to try. We hope you do.

93% of members would recommend HoneyBook to a friend.