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ClientPoint vs HoneyBook Comparison (2026)

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ClientPoint logo

ClientPoint

HoneyBook logo

HoneyBook

Overview

ClientPoint is a cloud-based document and proposal creation, management and automation solution suitable for mid-sized businesses and enterprises. The solution can be used for almost all industries, especially for sales, business and marketing teams to help generate and store documents, proposals, send them to clients and optimize the proposal and document management lifecycle.

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

83

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

36

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

167

5

4

3

2

1

109

47

9

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.7

692

5

4

3

2

1

573

77

24

8

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

Pros

“The ability to find solutions for most of our business's challenges and turn them into operational efficiencies.”
PY

Patty Y.

COO

“The turnaround time on feature request through the sales process was amazing.”
RM

Robin M.

Director of IT and Software Architect

“The "Save" and the "Save and Continue" buttons.”
CB

Candice B.

Business Development

Pros

“I liked its ability to track the invoice from sending to payment, as it documents all of that in the records with date and time efficiently.”
MG

Moran G.

Mobile Marketing Lead

“It enables us to create digital invoice forms and link them to customer records and email with ease.”
MG

Moran G.

Mobile Marketing Lead

“It referenced clicking an underlined project name above, but that underlined project name did not appear on the thank-you screen.”
JP

Jodi P.

Manager

Cons

“Their business tactics are not aligned with customer service and generating a positive review. When the fit was no longer there due to our in-house initiatives, they refused to waver on their renewal notice which was 60 days and we were outside of, and billed for the annual renewal with no attempt to meet in the middle.”
Verified reviewer profile picture

Craig B.

Chief Operating Officer

“I find these tactics predatory in the extreme, and it has completely changed my perception of their organization. If you want to use them, bite the bullet on the monthly fees so you don't have someone telling you send them the money and they don't care about anything else.”
Verified reviewer profile picture

Craig B.

Chief Operating Officer

“Also the site often "spins" and freezes.”
SD

Sarah D.

Business Development Coordinator

Cons

“The issue I am running into is that the client flow is confusing, repetitive, and not nearly as customizable as it needs to be for a professional service-based business. After a client completes a form, schedules a consultation, and pays, they are shown a thank-you screen, receive a payment receipt, and then receive a separate scheduled session email.”
JP

Jodi P.

Manager

“HoneyBook has useful features, but the lack of control over important client-facing details and the difficulty getting fast, specific support answers makes the platform frustrating to use. When clients are paying, scheduling, and receiving automated communication, the process should feel clean and professional — not repetitive, confusing, or limited by features that cannot be customized.”
JP

Jodi P.

Manager

“The problem is that the same information is being repeated in multiple places, and some of the instructions do not even make sense depending on where they appear.”
JP

Jodi P.

Manager

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last review18 days ago

Key features

  • Total features155
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Archiving & Retention
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Assignment Management
  • Audio/Video Recording
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Availability Management
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • Buy Side (Suppliers)
  • CMS Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Chat/Messaging
  • Checklists
  • Churn Management
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Completion Tracking
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Generation
  • Content Library
  • Content Management
  • Content Sharing
  • Contract Drafting
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Data Synchronization
  • Deadline Management
  • Debit/Credit Card Processing
  • Design Templates
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Management
  • Employee Scheduling
  • Engagement Tracking
  • Event Scheduling
  • Event Triggered Actions
  • Expense Tracking
  • Facility Scheduling
  • Feedback Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Filtering
  • Financial Management
  • For AEC Industry
  • For Mac Devices
  • For Photography Studios
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Form Builder
  • Forms Automation
  • Forms Management
  • General Ledger
  • Group Scheduling
  • Hourly Billing
  • Image Library
  • In-Person Payments
  • Inbox Management
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • Multiple Projects
  • Natural Language Processing
  • No-Code
  • On-Demand Communications
  • Onboarding
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Order Management
  • Payment Gateway Integration
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Personalization and Recommendation
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-built Templates
  • Predictive Analytics
  • Process Modeling & Designing
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Role-Based Permissions
  • Room Booking
  • Rules-Based Workflow
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Planning
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Self Service Tools
  • Sell Side (Customers)
  • Signature Creation
  • Signature Management
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Specialty Contracts
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trend Analysis
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Web-based Deployment
  • Work Order Creation
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management
  • Total features150
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Alerts/Notifications
  • Appointment Scheduling
  • Approval Process Control
  • Archiving & Retention
  • Asset Categorization
  • Asset Library
  • Asset Sharing
  • Assignment Management
  • Audio/Video Recording
  • Audit Trail
  • Authentication
  • Automatic Formatting
  • Availability Management
  • Batch Processing
  • Bid Management
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • Buy Side (Suppliers)
  • CMS Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Chat/Messaging
  • Checklists
  • Churn Management
  • Client Database
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Completion Tracking
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Generation
  • Content Library
  • Content Management
  • Content Sharing
  • Contract Drafting
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Customer Accounts
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer Portal
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Security
  • Data Synchronization
  • Deadline Management
  • Debit/Credit Card Processing
  • Design Templates
  • Digital Signature
  • Discussions/Forums
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Forms
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Employee Management
  • Employee Scheduling
  • Engagement Tracking
  • Event Scheduling
  • Event Triggered Actions
  • Expense Tracking
  • Facility Scheduling
  • Feedback Management
  • File Conversion
  • File Management
  • File Sharing
  • File Transfer
  • Filtering
  • Financial Management
  • For AEC Industry
  • For Mac Devices
  • For Photography Studios
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Form Builder
  • Forms Automation
  • Forms Management
  • General Ledger
  • Group Scheduling
  • Hourly Billing
  • Image Library
  • In-Person Payments
  • Inbox Management
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Meeting Management
  • Metadata Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Channel Communication
  • Multi-Language
  • Multi-Party Signing
  • Multiple Format Support
  • Multiple Output Formats
  • Multiple Projects
  • Natural Language Processing
  • No-Code
  • On-Demand Communications
  • Onboarding
  • Online Booking
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Order Management
  • Payment Gateway Integration
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Personalization
  • Personalization and Recommendation
  • Pipeline Management
  • Point of Sale (POS)
  • Pre-built Templates
  • Predictive Analytics
  • Process Modeling & Designing
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Recurring Invoicing
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Role-Based Permissions
  • Room Booking
  • Rules-Based Workflow
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Planning
  • Scheduling
  • Screen Sharing
  • Search/Filter
  • Secure Data Storage
  • Self Service Tools
  • Sell Side (Customers)
  • Signature Creation
  • Signature Management
  • Single Sign On
  • Social Media Integration
  • Source Tracking
  • Specialty Contracts
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Editing
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • To-Do List
  • Trend Analysis
  • User Management
  • Version Control
  • Video Conferencing
  • Video Management
  • Video Support
  • Visual Analytics
  • Web-based Deployment
  • Work Order Creation
  • Workflow Automation
  • Workflow Configuration
  • Workflow Management

Integrations

  • Total integrations13
  • AWeber
  • ActiveCampaign
  • Acuity Scheduling
  • Agile CRM
  • Airtable
  • Asana
  • Avaza
  • Basecamp
  • BenchmarkONE
  • Calendly
  • Canva
  • Caterease
  • Chatfuel
  • ClickFunnels
  • ClickUp
  • CoSchedule
  • Cognito Forms
  • Constant Contact
  • Docusign
  • Drift
  • Drip
  • Dropbox
  • Dropbox Sign
  • Emma by Marigold
  • Evernote Teams
  • FreshBooks
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Gravity Forms
  • Hive
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Instagram
  • Keap
  • Kit
  • Klaviyo
  • MYOB Business
  • Mailshake
  • MeisterTask
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft To Do
  • NetSuite
  • Netskope One Platform
  • OneDrive
  • Ortto
  • PayPal
  • Pipedrive
  • Planning Pod
  • Prismm
  • Process Street
  • QuickBooks Enterprise
  • QuickBooks Online
  • RightSignature
  • Route4Me
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Schedule it
  • Sertifi
  • Shopify
  • Slack
  • Square for Retail
  • Squarespace
  • Streak
  • Stripe
  • Teachable
  • Teamwork.com
  • Textmagic
  • Thryv
  • Todoist
  • Toggl
  • Trello
  • Twilio
  • Typeform
  • Wave
  • WooCommerce
  • WordPress
  • Wrike
  • Xero
  • Zapier
  • Zendesk Sell
  • Zoho CRM
  • Zoho Mail
  • iCloud
  • monday AI Work Platform
  • Total integrations81
  • AWeber
  • ActiveCampaign
  • Acuity Scheduling
  • Agile CRM
  • Airtable
  • Asana
  • Avaza
  • Basecamp
  • BenchmarkONE
  • Calendly
  • Canva
  • Caterease
  • Chatfuel
  • ClickFunnels
  • ClickUp
  • CoSchedule
  • Cognito Forms
  • Constant Contact
  • Docusign
  • Drift
  • Drip
  • Dropbox
  • Dropbox Sign
  • Emma by Marigold
  • Evernote Teams
  • FreshBooks
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Google Drive
  • Google Forms
  • Gravity Forms
  • Hive
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Instagram
  • Keap
  • Kit
  • Klaviyo
  • MYOB Business
  • Mailshake
  • MeisterTask
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft To Do
  • NetSuite
  • Netskope One Platform
  • OneDrive
  • Ortto
  • PayPal
  • Pipedrive
  • Planning Pod
  • Prismm
  • Process Street
  • QuickBooks Enterprise
  • QuickBooks Online
  • RightSignature
  • Route4Me
  • Salesforce Platform
  • Salesforce Sales Cloud
  • Schedule it
  • Sertifi
  • Shopify
  • Slack
  • Square for Retail
  • Squarespace
  • Streak
  • Stripe
  • Teachable
  • Teamwork.com
  • Textmagic
  • Thryv
  • Todoist
  • Toggl
  • Trello
  • Twilio
  • Typeform
  • Wave
  • WooCommerce
  • WordPress
  • Wrike
  • Xero
  • Zapier
  • Zendesk Sell
  • Zoho CRM
  • Zoho Mail
  • iCloud
  • monday AI Work Platform

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