CRMs — or Customer Relationship Management tools — are different from project management tools in that they automate manual tasks and processes. The results? More efficiency, enhanced client experiences, and more time to do what you do best. A CRM like HoneyBook can also do incredible things like:
Still not sure how a CRM fits into your overall business plan? Get in touch with us, and we’ll make sure it’s the right investment for you!
Create and send secure, ready-to-go contracts with highlighted areas for easy signing, and get notified instantly when a client signs.
Create payment schedules, send automated reminders, and receive secure digital payments.
Send professional, branded proposals along with a simple, three-step client booking process.
Manage meetings and client kickoffs with a customizable, branded calendar. You can even share your schedule with clients so they can easily book with you.
Boost productivity and get more time back with custom workflows that automate your current manual tasks and processes.
Integrate HoneyBook with some of your favorite apps (like Zoom and Gmail) while managing everything in just one place.