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All-in-one CRM for agencies

To run your agency efficiently, you need to wear many different hats. You can achieve that with HoneyBook’s clientflow management platform, which is so much more than just a regular CRM for agencies. Manage client inquiries, communication, payments, and more, all in one place.

No credit card required
All-in-one CRM for agencies
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Streamline your entire clientflow

As a full clientflow management platform, HoneyBook is more than a CRM for agencies. It keeps your agency’s processes organized and efficient without needing to switch tools for every task.
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Showcase what makes your business unique

Flexible templates help you showcase your talent, experience, and professionalism.
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Let clients sign, pay, and book faster

Quickly send online invoices, contracts, agreements, and proposals so clients can hire you in one step. Then let automatic payment reminders do the follow-up for you.

Easily manage client projects from first inquiry to final payment

  • Get started with agency templates
  • Gather client info with questionnaires or contact forms
  • Get agreements signed with contract templates for agencies
  • Bill clients with agency proposals and invoice templates
Easily manage client projects from first inquiry to final payment
Easily manage client projects from first inquiry to final payment

Streamline all your agency’s client communication

  • Keep the back-and-forth in one place
  • Use templates for your client emails, proposals, and more
  • Schedule kick-off calls, meetings, and consultations
  • Invite collaborators so everyone’s on the same page
Streamline all your agency’s client communication
Streamline all your agency’s client communication

Manage inquiries and projects on-the-go

  • Get notified whenever a new inquiry comes in
  • Send contracts, agreements, invoices or proposals from your phone
  • Access documents and client details offline, anytime
  • Track payments to your agency in real time
Manage inquiries and projects on-the-go
Manage inquiries and projects on-the-go

Thinking of switching?

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

Features agencies love

All-in-one clientflow platform
All-in-one clientflow platform

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
Lead and project tracking

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
Online invoices

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
Proposals

Proposals

Combine online invoices, online contracts, and payment into one seamless experience. Proposals cut down on back-and-forth and help you book clients in half the time.
Online contracts
Online contracts

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
Online meeting scheduler

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
Online payment software

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
Automations

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 file setup
Free file setup

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 business, and we’ll set them up for free.
Client portal software
Client portal software

Client portal software

Give clients access to an organized shared workspace, where they can view all important documents so you’re always on the same page.
Payment reminders
Payment reminders

Payment reminders

Automatically send reminders to clients when they have upcoming or overdue payments, so you never have to chase down payments.
Mobile app
Mobile app

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
Create professional documents and emails in minutes with templates

Create professional documents and emails in minutes with templates

Use templates for agencies to save time and reduce back-and-forth.

Agency invoice templates

Whether you charge a recurring retainer, by project, or bill clients hourly, our agency invoice templates have you covered.

Use a template, apply your branding, and customize it for any of your clients instead of starting from scratch every time. Our agency invoice templates give your clients a tailored invoice with itemized services, packages, or any other combination of your pricing.

Agency invoice templates

Agency contract templates

Protect yourself with contracts and agreements made for agencies. Start from an agency contract template, created by attorneys, to quickly create auto-populating and legally binding online contracts. Clients can fill and sign from any device.

Within your template you can add existing legal language that applies to your agency and the services you offer. 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 agency contract with an attorney to make sure you’re totally covered.

Agency contract templates

Agency brochure templates

Showcase your agency’s services, portfolio, and expertise to clients with polished brochure templates. Brochures are flexible, customizable documents that can work as welcome packets, pricing lists, quotes, testimonials, questionnaires, progress guides, proofs, and more.

Your agency brochure template lets you present any information to clients and capture a response from them in one place. Let them select services, answer kick-off questions, or request more information.

Agency brochure templates

Agency proposal templates

Convert leads into booked clients with proposal templates for agencies. Proposals combine invoices, contracts, and payments into one user-friendly flow that reduces back and forth and gets you paid faster.

Creating a customized proposal is easy — simply pull in the services your client is receiving from you and your preferred agency contract to create proposals in a snap. You can customize all your agency templates before sending based on your client’s needs. Once you send your agency proposal, your clients can review, fill, sign the contract, and pay!

Agency proposal templates

Agency questionnaire templates

Every client’s needs are different, so use one of our agency questionnaire templates to let you learn more about them and collect feedback. If you like to send all your clients a list with the same set of questions, great! All you’ll have to do is duplicate your agency questionnaire template and adjust anything you’d like for a particular client or project, and send.

Agency questionnaire templates help you ask the right questions and get the information you need to streamline your clientflow and get projects started off on the right foot. No matter what stage of the process you’re in, there’s an agency questionnaire template to guide your agency to do the job right. You can save as many questionnaire templates as you’d like.

Agency questionnaire templates

HoneyBook for Agencies FAQ

What should I look for in a good CRM platform for agencies?

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

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

How can HoneyBook help my agency?

How do other agencies use HoneyBook?

Does HoneyBook provide agency 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.

No credit card required