HoneyBook is a client management platform for independent service businesses. It is good at the path from inquiry to payment: lead forms, proposals, contracts with e-signature, invoices, online payments and a client portal are on every plan, and Essentials adds a scheduler and automations.
Agencies usually start looking when the team grows, when they work outside the countries HoneyBook supports, or when most of their work happens after the contract is signed. The seven tools below cover those cases, from close copies of HoneyBook's client flow to tools built for agency delivery.
Team members are capped by plan. Starter cannot add team members and Essentials allows up to 2. Unlimited team members need Premium at $109/mo billed annually.
Four supported countries. HoneyBook says it currently supports professionals in the US, Canada, UK and Australia.
Delivery happens elsewhere. After the client signs and pays, agencies still need request queues, file proofing and capacity planning, which HoneyBook's plans do not list.
How we compared: on published features and pricing from each vendor's own site, checked Oct 14, 2026. We did not run hands-on tests or use ratings. AgencyPro is our product, so it is listed first, with its limits. Agiled is made by ZTABS, the company behind AgencyPro.
A direct replacement covers the main job agencies use HoneyBook for. A partial replacement covers part of it, so you keep or add another tool for the rest. Prices are US list prices from each vendor's pricing page; confirm before you buy.
1. AgencyPro: best for agency teams that deliver ongoing work after the contract
AgencyPro is a client portal, project and billing tool for agencies. Against HoneyBook, it covers proposals, contracts with e-signatures, invoicing and a branded client portal (documents need Pro), then carries on into delivery: client requests, versioned proofing, time tracking and capacity. Its pricing page does not list a booking scheduler, so it is a partial replacement if clients book sessions with you.
Key features
Branded client portal with custom domain, messaging, file storage and client onboarding (Basic)
Quotes, proposals and contracts with e-signatures, a leads pipeline and intake forms (Pro)
Invoicing with Stripe (cards, ACH, wallets) or PayPal, payment reminders and late fees
Client requests on Kanban and list views, with tickets, SLA tracking and capacity management (Pro)
Design and video annotation with versioned proofing and approvals (Pro)
AI Assistant, Agents and Chatbot on every plan
Pricing
Basic $39/mo, Pro $79/mo and Plus $149/mo billed monthly ($32.50, $65.83 and $124.17 per month billed annually). Each plan includes 1 seat; extra seats are $15 (Basic), $20 (Pro) or $30 (Plus) per month. Enterprise is priced by quote. AgencyPro pricing, checked Oct 14, 2026.
Pros
Unlimited clients and no per-client fees on every plan
Covers the delivery work HoneyBook leaves to other tools: requests, proofing, time tracking and capacity (Pro)
Portal branding and a custom domain from Basic ($39/mo)
Cons
No booking scheduler is listed on its pricing page; keep a separate scheduling tool if clients book calls or sessions
Proposals and contracts need Pro ($79/mo); Basic covers the portal, projects and invoicing
Each extra seat costs $15 (Basic), $20 (Pro) or $30 (Plus) per month
The CSV importer brings in clients and services only; projects, files and history are set up by hand
Choose it if you run a team that delivers retainers or projects after the client signs, and you want the portal, documents, invoices and delivery in one place.
2. Dubsado: best for deep form, contract and workflow customization
Dubsado is the closest like-for-like swap. It covers lead capture forms, proposals, contracts, invoices with payment plans and a client portal, and it is built around templates you adapt to your process. Scheduling and automated workflows need Premier, and the pricing page lists annual prices.
Key features
Customizable lead capture forms, proposals, contracts and email templates
Invoicing with payment plans and a client portal on both plans
Unlimited clients and projects, with 3 additional users included
Premier adds scheduling and booking, automated workflows, public proposals and Zapier
Pricing
Starter $335/yr and Premier $525/yr (about $28 and $44 per month); the pricing page lists annual prices. 3 additional users are included; teams of 4-10 users pay $25/mo extra, 11-20 pay $45/mo and 21-30 pay $60/mo. Extra brands are $10/mo each. Dubsado pricing, checked Oct 14, 2026.
Pros
3 additional users included on both plans, so a small team does not need a top tier
Invoices with payment plans on both plans
21-day trial of Premier with no card
Cons
Scheduling, automated workflows, public proposals and Zapier are Premier only
Teams of 4-10 users pay $25/mo extra, and 11-20 users pay $45/mo
Extra brands cost $10/mo each
Choose it if you like HoneyBook's client flow but want more control over forms, proposals and workflows, and your team is small.
3. Bonsai: best for small teams that also bill by tracked time
Bonsai covers proposals, contracts, invoicing, payments, scheduling and a client portal on its Essentials plan, and adds time tracking and task management on every plan. It is priced per user, so the cost follows your headcount instead of jumping at a team-member cap.
Key features
Invoicing, payments, proposals, contracts, scheduling and a client portal from Essentials
Time tracking and task management on every plan
Premium adds workload management, a deals pipeline and profit reports
Elite adds custom permissions, timesheet locking and expense markups
Pricing
Per user: Basic $9, Essentials $19, Premium $29 and Elite $49 per month billed annually ($15, $25, $39 and $59 billed monthly). Elite needs at least 3 users. Bonsai pricing, checked Oct 14, 2026.
Pros
The full proposal-to-payment flow on Essentials ($19/user/mo billed annually)
Time tracking and tasks on every plan
Workload management and profit reports on Premium
Cons
Basic ($9/user/mo) has no invoicing, contracts or client portal, so HoneyBook users need Essentials or above
Per-user pricing: 4 people on Essentials cost 4 x $19 = $76/mo billed annually
4. Agiled: best for CRM, documents and invoicing with seats included by plan
Disclosure: Agiled is made by ZTABS, the same company that makes AgencyPro. The facts here come from Agiled's own pricing and features pages, the same standard as every other tool.
Agiled is a business management app that combines CRM and deal pipelines, proposals and contracts with e-signing, invoices and estimates, scheduling pages, projects and time tracking. Seats come bundled by plan (3 on Pro, 7 on Business) instead of a two-person cap, and the branded client portal is included from Business.
Key features
CRM with deal pipelines, projects and tasks, time tracking, invoices, estimates and expenses
Proposals and contracts with e-signing, scheduling pages, forms and tickets
Branded client portal, custom domain and custom SMTP included from Business
Seats included by plan: 1, 3, 7 or 15
Pricing
Starter $24, Pro $59, Business $99 and Scale $199 per month billed annually, with 1, 3, 7 and 15 seats. Extra seats are $20/mo on Pro and up. On Starter and Pro the branded portal is a $15/mo add-on (billed annually). Agiled pricing, checked Oct 14, 2026.
Pros
Pro ($59/mo billed annually) includes 3 seats; Business ($99/mo) includes 7
Scheduling pages alongside proposals, contracts and invoices
Business adds the branded portal, custom domain, subscriptions and QuickBooks and Xero sync
Cons
Starter caps you at 500 contacts, 10 projects, 100 invoices and 5GB of storage
On Starter and Pro the branded portal is a $15/mo add-on (billed annually)
The pricing page lists annual prices only
Choose it if you want CRM, documents, invoicing and scheduling in one app for a team of 3 to 7 people.
Direct replacement
5. Plutio: best for freelancers and small studios that want every feature on every plan
Plutio puts projects, proposals, contracts, invoices, scheduling, forms, time tracking and a client portal on every plan, so you choose a plan by team size rather than features. The limits are on people and clients: Core is solo with 9 active clients, and Pro includes 30 contributors.
Key features
Projects, tasks, proposals, contracts, invoices, scheduling, forms and time tracking on every plan
Client portal on every plan, with white-label as an add-on on Core and Pro
No Plutio transaction fees on invoices
Pricing
Core $19/mo (solo, 9 active clients), Pro $49/mo (30 contributors, unlimited clients) and Max $199/mo (unlimited contributors, white-label included), billed monthly. Annual billing is about $15, $39 and $159 per month. Plutio pricing, checked Oct 14, 2026.
Pros
The same core features on every plan, including scheduling and time tracking
Pro ($49/mo) includes 30 contributors and unlimited active clients
No Plutio transaction fees; only your payment processor charges
Cons
Core is solo only and limited to 9 active clients
White-label is an add-on on Core and Pro; it is included on Max ($199/mo)
After the 7-day trial, an unpaid account can view its data but cannot create new projects or invoices
Choose it if you are a freelancer or small studio and want HoneyBook's client flow plus projects and time tracking at a flat price.
6. Bloom: best for photographers and creative studios
Bloom is built for photographers and creative studios. Every plan includes invoicing and payments, contract signing, a client portal, scheduling, lead management, client galleries and a website, which makes it the closest match for HoneyBook users who book shoots or sessions.
Key features
Invoicing and payments, contract signing, a client portal and scheduling on every plan
Client galleries and a professional website on every plan
Lead management and a live messenger widget
Workflows, automations and packages, unlimited from Standard
Pricing
Starter $14/mo, Standard $34/mo and Plus $66/mo at monthly list prices. Yearly plans save up to 30%, and Bloom showed 50% off the first 12 months when we checked. Bloom pricing, checked Oct 14, 2026.
Pros
Galleries, scheduling and contract signing from Starter ($14/mo)
Standard ($34/mo) removes transaction fees and the project, workflow and automation limits
Plus ($66/mo) adds team members and removes "Powered by Bloom"
Cons
Starter allows 3 active projects and 1 workflow, and charges 1.5% on card and ACH payments
Team members need Plus
Built around shoots and galleries rather than agency retainers
Choose it if your business is photo, video or creative sessions and you deliver galleries to clients.
Partial replacement
7. SuiteDash: best for a white-label portal and CRM with unlimited staff at a flat price
SuiteDash is a white-label client portal and CRM with unlimited clients and staff on every plan. It covers invoicing, subscriptions, projects and email marketing; proposals and documents with e-signing are on Thrive, and automations need Pinnacle. It is a partial HoneyBook replacement because the pricing page does not break every module down by plan, so check the client flow you rely on during the trial.
Key features
Unlimited CRM contacts, staff and client portals on every plan, with white-labeling and a custom-branded mobile app
Modules for invoicing, subscriptions, projects and tasks, time tracking, appointment scheduling and file sharing
Proposals, documents with e-signing and deal pipelines on Thrive
Pinnacle adds the automation toolkit, FLOWs onboarding, support tickets and an LMS
Pricing
Start $19/mo, Thrive $49/mo and Pinnacle $99/mo ($180, $480 and $960 per year). Storage is 100GB, 500GB and 2TB; extra storage is $5/mo per 250GB. Unlimited clients and staff on every plan. SuiteDash pricing, checked Oct 14, 2026.
Pros
Unlimited clients and staff on every plan, so team growth does not change the price
White-labeling and a custom-branded mobile app on every plan
14-day trial at Pinnacle level with no card
Cons
Proposals start on Thrive ($49/mo); automations, FLOWs onboarding and support tickets are Pinnacle only ($99/mo)
The pricing page does not break every module down by plan
Start includes 100GB of storage; Thrive has 500GB and Pinnacle 2TB
Choose it if you want a white-labeled portal, CRM and email marketing for a growing team and do not want to pay per seat.
Example for a 4-person studio, at list prices checked Oct 14, 2026. HoneyBook: Essentials allows up to 2 team members, so a team of 4 needs Premium at $109/mo billed annually. Dubsado Premier: $525/yr (about $44/mo) with 3 additional users included. Bonsai Essentials: 4 x $19 = $76/mo billed annually. AgencyPro Pro (proposals and contracts included): $79 + 3 x $20 = $139/mo billed monthly. Agiled Business: $99/mo billed annually with 7 seats and the branded portal. Plutio Pro: $49/mo with 30 contributors. Bloom Plus: $66/mo at list price. SuiteDash Thrive: $49/mo with unlimited staff.
How to choose a HoneyBook alternative
Keep the proposal-to-payment flow
Confirm that proposals, contracts with e-signature and online payments are on the plan you would buy, not just the top tier. Bonsai needs Essentials, AgencyPro needs Pro and SuiteDash needs Thrive.
Price your whole team
HoneyBook caps team members by plan. Other tools charge per user (Bonsai), per extra seat (AgencyPro, Agiled), by team-size band (Dubsado) or not at all (SuiteDash). Use your real headcount.
Plan for what happens after the contract
If you deliver ongoing work, compare request queues, file proofing and time tracking, not just onboarding.
Bookings and scheduling
If clients book calls or sessions, check the scheduler: Dubsado has it on Premier, Bonsai from Essentials, and Plutio and Bloom on every plan; Agiled lists scheduling pages. AgencyPro does not list one.
Country and payments
Check that the tool and its payment processor work where you and your clients are, and compare processing fees.
When to stay with HoneyBook
You work solo or with one or two helpers and HoneyBook covers booking, contracts and payments.
You are in the US, Canada, UK or Australia and your clients like paying through HoneyBook.
Your work is mostly one-off bookings rather than ongoing deliverables.
Notes by agency type
What to weigh first when you replace HoneyBook, by the kind of work you do.
For marketing agencies
Weigh recurring billing, a place for clients to submit requests and approve content, and a clear view of how much retainer work is left each month. Campaign reporting usually stays in a dedicated analytics tool.
Test how clients leave feedback on files. Pinned comments on images and versioned approvals save more time than any task view. Check whether proofing is on the plan you can afford.
HoneyBook covers the contract and the payment, not file review. AgencyPro Pro includes design annotation with versioned approvals; with the other tools, check how clients comment on files before you switch.
Look for recurring tasks that recreate each month, subscription billing, and a portal where clients see what was delivered. Rank tracking and audits stay in your SEO tools.
Prioritize milestone billing, change-request tracking and time tracking against estimates. If your developers live in GitHub or Jira, check the integration before anything else.
Multi-discipline teams need capacity planning across people and a review flow that handles images, video and documents. Budget tracking per project matters once you run fixed-fee work.
Proposals, contracts with e-signature, hourly or retainer billing and a secure place to share documents carry more weight than detailed task boards.
Consultancies that mostly need proposals, contracts and invoices are well served by Dubsado, Bonsai or Agiled. Add AgencyPro if clients also submit requests during the engagement.
Fast client approvals on press releases and a shared record of what was sent and when. Media databases and monitoring are separate tools in almost every stack.
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
A mix of build projects and ongoing retainers means you need both milestone and recurring billing, plus a ticket or request queue for store fixes after launch.
Start with your client list: export it from HoneyBook if it offers a CSV export, or build the CSV by hand. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are not imported automatically, so recreate active projects and leave closed ones archived in HoneyBook. On the Plus plan, AgencyPro's migration service helps with setup. Run both tools side by side until your active projects close.
What is the best HoneyBook alternative for agencies?
It depends on why you are leaving. For a closer copy of HoneyBook's client flow with more customization, Dubsado. For the same flow plus time tracking, Bonsai. For agency delivery after the contract (requests, proofing, capacity), AgencyPro, which is our product. For photo and creative studios, Bloom.
Is there a free alternative to HoneyBook?
None of the seven tools here has a free plan for this workflow. They offer trials instead: HoneyBook 30 days, Dubsado 21 days, AgencyPro, Agiled and SuiteDash 14 days, and Bonsai, Plutio and Bloom 7 days.
How many team members does HoneyBook allow?
Starter cannot add team members, Essentials allows up to 2, and Premium ($109/mo billed annually) allows unlimited team members, according to HoneyBook's help center.
Which is better, Dubsado or HoneyBook?
Dubsado gives you more control over forms and workflows and includes 3 additional users on both plans. HoneyBook includes proposals, contracts, payments and a portal on its entry plan and adds a scheduler on Essentials. Choose Dubsado if customization and a small team matter most. Choose HoneyBook if you work in one of its four supported countries and want its built-in payment processing and HoneyBook AI.
Where is HoneyBook available?
HoneyBook's pricing page says it currently supports professionals in the US, Canada, UK and Australia.
What does HoneyBook charge to process payments?
HoneyBook's pricing page says card processing fees start at 2.7% + 10 cents and ACH bank transfers cost 1.5%.
Can I import my data into AgencyPro?
Partly. AgencyPro's CSV importer accepts clients and services. Projects, tasks, files and comment history are recreated by hand, and the Plus plan includes a migration service to help with setup.
Sources and date checked
Every price, plan limit and feature on this page comes from the vendor's own website, checked Oct 14, 2026. AgencyPro facts come from the AgencyPro pricing page. Vendors change plans often, so confirm on their site before you buy.
For social media agencies
Monthly content approvals and subscription billing come first. Scheduling and publishing usually stay in a social media tool, so check that the two can live side by side.
How social media agencies use AgencyPro