Juggling clients and projects?
It’s tough, right? You’re trying to grow your business, but all the admin stuff is eating up your time.
Imagine missing deadlines or losing track of important details.
Frustrating, isn’t it?
Let’s talk about HoneyBook vs Close CRM.
We’ll break down which one might be the best fit for your business in 2025.
Time to ditch the chaos and get back to what you do best.
Overview
To give you a clear picture, we didn’t just read about these platforms.
We dove in. Our team spent weeks testing HoneyBook and Close CRM, putting them through real-world scenarios.
We tracked features, ease of use, and how well they handled actual business tasks so we could give a genuine comparison.
Honeybook will give a simple way to manage projects and get paid? Explore more!
Pricing: It has a free plan. The premium plan starts at $19/month.
Key Features:
- Online Invoicing.
- Contract Management.
- Automated Workflows.
Ready to boost your team’s productivity and streamline your workflow?
Pricing: Free trial available. The premium plan starts at $19/month.
Key Features:
- Built-in Calling
- Email Sequences
- Lead Management
What is HoneyBook?
Now, let’s talk about it. It’s for freelancers and small businesses.
It helps manage client projects. You can send contracts and invoices, schedule meetings, and keep everything in one place.
Streamline your business and get back to doing what you love. HoneyBook’s intuitive platform automates tasks, manages clients, and gets you paid faster.
Key Benefits
- Stay easily organized: Manage all your projects, clients, and communication in one central hub.
- Get paid faster: Send invoices and receive payments online with ease.
- Boost your bookings: Create and send professional proposals in minutes.
- Automate your workflow: Streamline tasks like sending contracts and follow-up emails.
Pricing
HoneyBook offers a free trial to get a feel for the platform. They have a simple pricing structure with two main options:
- Starter ($19/month): Ideal for solopreneurs and new businesses with basic needs.
- Essentials ($39/month): Unlocks almost every feature with limited access.
- Premium ($79/month): Unlocks unlimited projects and clients for growing businesses.
Pros
Cons
What is Close CRM?
Alright, let’s talk about Close CRM.
It’s built for sales teams that love to call. It has built-in calling.
That’s a huge plus for some. It also helps you automate email sequences.
And it’s great for lead management.
Boost sales and productivity with Close CRM’s built-in calling, email sequences, and automation.
Key Benefits
- Built-in calling: Make and receive calls directly within Close.
- Powerful email sequences: Automate your outreach and follow-up.
- Advanced reporting: Track your progress and identify areas for improvement.
- Sales automation: Streamline repetitive tasks and save time.
- Dedicated support: Get help from their expert team when you need it.
Pricing
- Base: $19/month
- Startup: $49/month
- Professional: $99/month
- Enterprise: $139/month
- Custom: Talk to sales
Pros
Cons
Feature Comparison
Let’s get down to brass tacks.
We’ve looked at the core features of HoneyBook and Close CRM.
Here’s a head-to-head comparison to help you decide which best CRM fits your needs.
Client Management and Onboarding
- HoneyBook: Excels in client management and onboarding, offering streamlined workflows for proposals, contracts, and payments. It’s designed for service-based businesses needing an all-in-one platform.
- Close CRM: Focuses on sales pipelines and lead tracking. While it handles contacts, its onboarding features are less robust than HoneyBook’s.
Project Management and Collaboration
- HoneyBook: Offers solid project management tools, including task management, file sharing, and team collaboration.
- Close CRM: Primarily a sales CRM; its project management features are more basic, geared towards sales follow-ups.
Automation and Marketing Automation
- HoneyBook: Has strong automation for workflows, contracts, and payments. It also includes basic marketing automation for follow-ups and lead nurturing.
- Close CRM: Focuses on sales automation, like automated email sequences and call reminders. Its marketing automation is more sales-driven.
Email Marketing and Templates
- HoneyBook: Provides built-in email marketing tools with customizable templates for proposals and invoices.
- Close CRM: Stronger for personalized sales emails and follow-ups. Template creation is focused on sales communication.
Integration and QuickBooks
- HoneyBook: Seamlessly integrate with QuickBooks and other tools, streamlining accounting and financial management.
- Close CRM: Integrates with various sales and communication tools. QuickBooks integration is possible, but its focus is more on sales-related integrations.
Free Trial
- HoneyBook: Offers a free trial to explore its features. Pricing is structured for service-based businesses.
- Close CRM: Also provides a free trial. Its pricing is geared towards sales teams and the number of users.
CRM Software and All-In-One Capabilities
- HoneyBook: A comprehensive CRM software with all-in-one capabilities catering to service-based businesses.
- Close CRM: Primarily a sales-focused CRM software, excelling in lead management and sales pipelines.
What to Look For When Choosing CRM Software?
- Scalability: Can it grow with your business?
- Integration: Does it connect with your existing tools?
- Reporting: Can you easily track key metrics?
- Mobile Accessibility: Is it usable on the go?
- Support: Does the vendor offer reliable assistance?
- Training: Is there adequate training and onboarding?
- Security: How well does it protect your customer data?
- Industry Specifics: Does it cater to your industry’s needs
Final Verdict (Our Pick)
So, which one wins? It really depends on what you need.
If you’re running a service-based business and want an all-in-one tool, HoneyBook is likely your best bet.
It’s great for managing clients, projects, and payments all in one place.
Close CRM is awesome for sales teams.
It helps you track leads and close deals.
We tested both, and we know what works.
Trust us; we’ve done the work, so you don’t have to.
Pick the one that fits your business best!
Frequently Asked Questions
Is HoneyBook better for creative professionals?
Yes, HoneyBook is generally favored by creative professionals due to its robust client management, project management, and all-in-one features. Its visual interface and workflow tools are tailored to service-based businesses, including photographers, designers, and event planners.
Can Close CRM handle large sales teams?
Absolutely. Close CRM is designed with sales teams in mind, offering features like call tracking, automation, and detailed reporting. Its scalable structure makes it suitable for larger teams needing strong sales pipeline management and lead tracking.
Does HoneyBook offer a free trial?
Yes, HoneyBook offers a free trial, allowing users to explore its features before committing to a paid plan. This lets you test the CRM software and decide if it meets your business needs.
Which platform integrates with QuickBooks?
Both HoneyBook and Close CRM offer QuickBooks integration. HoneyBook is known for its seamless integration, streamlining financial management for service-based businesses. Close CRM also integrates, but its focus is more on sales-related integrations.
Which platform is better for email marketing?
HoneyBook provides built-in email marketing with customizable templates for proposals and invoices. Close CRM focuses on personalized sales emails and follow-ups. The best choice depends on your primary email marketing needs.
