Brand & website designer, coffee addict, lover of small businesses, creative, antique shopper, animal lover, your new business bestie.
If you’re a brand and website designer like me, you know how quickly things can get chaotic. Between handling client emails, receiving deposits & payments, sending proposals, and organizing project details, it can feel like you’re juggling a million things at once… When I started my business, I was on the hunt for a CRM (Client Relationship Management) to organize all of the things. I found HoneyBook and it has truly been a game-changer for me & my business.
I can’t imagine running my design business without it. It’s an all-in-one platform that helps me manage everything from lead forms to client communication to package selection, etc. —and I’m about to tell you why I love it so much.
When someone fills out a lead form or questionnaire on my site, it automatically pops up in HoneyBook, which means I don’t have to go hunting for those responses in my inbox. This is huge for me, especially when I have multiple inquiries coming in at once. Plus, I can customize the forms to get all the info I need right from the start—whether it’s project specifics, timelines, or design preferences.
I don’t have to dig through emails to get answers—HoneyBook keeps everything organized and in one place. No more lost leads, and no more confusion.
One of my favorite features is the ability to send custom proposals. Let’s face it—if your proposals look professional, clients are more likely to take you seriously. HoneyBook lets me easily create sleek, branded proposals that I can send to clients with just a few clicks. You can even set up smart files, so that a client can choose what package they want AND leave a deposit AND schedule their project date AND sign a contract all in one file.
Now, I’ll be honest: there’s a bit of a learning curve when you first dive into HoneyBook. But really, what platform doesn’t have a learning curve? Once you get the hang of it, it’s pretty simple, and honestly, it’s totally worth it for the time and stress it saves you in the long run.
P.S. Stay tuned for another blog post where I dive deeper into HoneyBook’s ease of use and some other perks I use and love —trust me, it’s a total game-changer for running your biz.
Delivering the final designs or websites is always a bit nerve-wracking, right? With HoneyBook, I can easily create a client hub where all their project files, assets, and communications live. This way, clients can access their brand files and designs whenever they need them, and I don’t have to deal with lost files or messy email threads.
It keeps everything clean, neat, and professional—just the way I want my business to feel.
Let’s be real—getting paid on time is one of the most stressful parts of running a business. With HoneyBook, I can send invoices directly from the platform, and clients can pay online in just a few clicks. It saves me so much time, and I don’t have to chase down payments anymore. It even sends reminders if a payment is late, so I don’t have to feel like the “bad guy.”
Plus, I can track my finances and keep everything in one spot. Super helpful for taxes, too!
I’m someone who gets a lot of emails—and keeping up with them all can be overwhelming. But with HoneyBook’s messaging system, everything is in one place. I can communicate with clients without having to search through inboxes, making sure I’m not missing anything important. Plus, the platform allows me to set up automations for things like follow-ups, which saves me tons of time.
If you’re wondering about safety and data security—don’t worry. HoneyBook has top-notch security protocols in place to keep your and your clients’ data safe. I can rest easy knowing that the platform complies with industry standards, and I don’t have to stress about potential data breaches. It’s just one less thing to worry about in my day-to-day business operations.
Overall, HoneyBook has been a total game-changer for me. As a graphic and web designer, staying organized, delivering an amazing client experience, and getting paid on time is essential to my business. HoneyBook has made it all easier. If you’re looking for a solution to streamline your business operations, save time, and keep things professional, I highly recommend giving HoneyBook a try.
I’ll be honest, when HoneyBook raised their prices, it came as a bit of a shock to many of us—including me. The way they handled the increase caught a lot of people off guard, but at the end of the day, I still plan to stick with them. Here’s why:
From proposals to invoices to client communication, it’s my all-in-one hub, and I’m not sure I’d find anything else that offers the same level of organization.
HoneyBook is constantly improving. They continue to add new features and really listen to their customers —whether it’s new tools, automation features, or simple tweaks that make the platform even smoother.
I’ve tested out a few other CRM platforms in the past, and none of them felt as intuitive or clean as HoneyBook. The design is just SO easy to navigate, and I never feel like I’m lost in the platform. Plus, the customization options are a huge win. And as a designer….. it’s important. I can easily update my branding, tweak colors, set up guides for clients, and really make the platform feel like my own. Whereas with other platforms, I’d have to spend time coding or dealing with complicated settings just to get the look and feel I want. HoneyBook makes all of that super easy without the tech headaches.
So, while the price increase wasn’t ideal, the way HoneyBook continues to deliver value—plus how simple and beautiful it is to use—makes it worth it for me. At the end of the day, having a tool that helps me stay organized, professional, and efficient in my business is priceless
Sign up for HoneyBook here and get started today!
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