Why I Use HoneyBook for My CRM & Project Management (And Why You Might Want To As Well)

If you're a service-based business owner looking for a CRM that makes managing your clients feel easier and more organized, this one’s for you.

I use HoneyBook to manage my client workflow from start to finish - it’s one of the few tools I can’t imagine running my business without. Whether I’m sending quotes, tracking projects, collecting payments, or getting contracts signed, HoneyBook keeps it all in one place.

It’s more than just a CRM. It’s also how I stay on top of project timelines, organize communication, track expenses and deliver a professional experience without juggling five different platforms.

What Is HoneyBook?

HoneyBook is an all-in-one CRM (Client Relationship Management) and project management platform made for freelancers and small business owners. It’s designed to simplify the behind-the-scenes parts of running a service-based business — especially if you’re wearing all the hats.

With HoneyBook, you can:

• Keep track of leads and inquiries

• Send branded proposals, invoices, and contracts

• Collect deposits and final payments (with reminders)

• Automate repetitive emails and follow-ups

• Track every project in one dashboard

• Use templates to save time

• Create a smooth and consistent client experience

• Track expenses, payment and profit

• Download tax documents from the Tax Hub

No complicated setup. No patchwork systems. Just a clean, user-friendly tool that actually helps you get things done.

Why I Chose It

It’s simple to use, but still flexible enough to match what I need. Clients can view and accept proposals, sign contracts, and pay invoices all in one place. That ease-of-use has helped projects move along faster and made my client experience feel more seamless and professional overall. Plus, everything looks polished and branded, which helps create trust in your business right from the start.

Is HoneyBook Worth It?

If you’re a solo business owner who sends quotes, manages bookings, or handles contracts and payments — then yes, it’s 100% worth it. For me, it’s taken so much admin off my plate and helped me feel more in control of my business as a whole. I use it for every project, from the initial inquiry to the final payment. It’s one of the few tools I recommend without hesitation.

Want to Try It? Get 30% Off in May

If you’re thinking about trying HoneyBook, this month is a great time to test it out. They’re offering 30% off your first year through my link:

👉 Click here to get 30% off HoneyBook

This isn’t sponsored, it's just the tool I use in my own business and recommend! The link is an affiliate link, which means I might make a small commission if you decide to try HoneyBook through it (at no extra cost to you). If you do end up trying it out, I appreciate you so much! (and let me know how you like it!)