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What is HoneyBook?

HoneyBook simplifies the process for solo entrepreneurs to interact with their clients, oversee projects, and receive payments seamlessly within a single platform. By utilizing our business management software, you can streamline your administrative tasks and keep track of your responsibilities, ultimately conserving both time and financial resources to foster your business growth. It functions much like a personal assistant dedicated to your needs. Equipped with features such as proposals, invoices, contracts, payment processing, and scheduling, HoneyBook provides all the essential tools required to ensure your clients have a remarkable experience. In doing so, it empowers you to focus on what truly matters—building lasting relationships with your customers.

What is Clientary?

Discover an all-inclusive platform designed to manage clients, invoices, projects, proposals, estimates, hours, payments, contractors, and staff in a single location. This solution not only attracts clients but also enhances your efficiency and time management. Clientary functions as a comprehensive professional services automation tool that meets the diverse needs of your business. Thanks to our support, numerous freelancers, agencies, and organizations have effectively streamlined their client management systems. Eliminate the stress of using multiple documents, templates, and applications. We support the entire client lifecycle, from crafting initial proposals and estimates to tracking hours, creating invoices, and handling payments, ensuring that all essential resources are kept in one place. Start your client relationships on the right foot with customized proposals and contracts, and easily obtain signatures directly through Clientary. Invoices can be generated automatically based on billable hours or estimates, making your billing process far more straightforward. Collect payments effortlessly through a variety of methods, such as credit cards, ACH transfers, or offline options. Keep track of time and assign tasks to staff effectively, while also planning for upcoming workloads. With functionalities that handle projects, budgets, deadlines, and various rates, your organization is poised to excel like never before. This cohesive approach will transform your management of business relationships and operations, enabling you to achieve new levels of success and productivity. Your workflow will not only become more efficient but also more enjoyable as you harness the power of Clientary.

Media

Media

Integrations Supported

QuickBooks Online
Stripe
Zapier
Calendly
ClickFunnels
Drip
Google Contacts
HubSpot CRM
HubSpot Customer Platform
Keap
Mailchimp
PayPal
Process Street
Salesforce
Square POS
Square Payments
Square Payroll
Thryv

Integrations Supported

QuickBooks Online
Stripe
Zapier
Integry

API Availability

API Availability

Has API

Pricing Information

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Trial Offered?

Pricing Information

$19 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

HoneyBook

Date Founded

2013

Company Location

United States

Company Website

www.honeybook.com

Company Facts

Organization Name

Clientary

Company Location

United States

Company Website

www.clientary.com

Categories and Features

AI CRM

Not specified

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Online Booking
Online Payments
Recurring Appointments

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Billing & Invoicing
Expense Tracking
Fixed Asset Management
Revenue Recognition

Business Management

Billing & Invoicing
CRM

Coaching

Not specified

Contract Management

Completion Tracking
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CRM

Calendar/Reminder System
Email Marketing
Quotes / Proposals
Social Media Integration
Task Management

Customer Experience

Not specified

Customer Satisfaction

Not specified

Dog Training

Not specified

Event Booking

Not specified

Event Management

Not specified

Florist

Customer Account Profiles
Order Management

Interior Design

Not specified

Invoice Generators

Not specified

Operations Management

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Receipt Printing
Recurring Billing
Signature Capture

Personal Trainer

Not specified

Photography Studio

Appointment Scheduling
Billing & Invoicing

Project Management

Client Portal
Collaboration Tools
Customizable Templates
Time & Expense Tracking

Proposal Management

Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Templates
Version Control

Scheduling

Calendar Management
Room Booking Management

Tutoring

Not specified

Venue Management

Billing & Invoicing
Contract Management
Customer Management
Event Management
Multi-Facility
Reservations Management
Sales Management

Wedding Planning

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Yoga Studio

Not specified

Categories and Features

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