Why I Use HoneyBook as a CRM for My Small Business (and Why You Might Love It Too)

A behind-the-scenes look at how I manage my business with HoneyBook as a mom and horse girl.

Running a Small Business While Juggling Real Life

Being a small business owner comes with a lot of hats—and that doesn’t even include the ones I wear as a mom and rider. My days are a mix of client calls, design work, toddler snacks, and barn time. It’s a rhythm I love, but it only works because I’ve found tools that support me behind the scenes.

One of the biggest game-changers in my business? HoneyBook.

A CRM That Helps Me Stay Professional (Even in the Chaos)

I started using HoneyBook because I needed something that could streamline the business-y side of my work—things like contracts, invoices, and client communication—without pulling me away from the parts I enjoy most: designing thoughtful websites, building creative brands, and spending time with my family and horses.

One of my favorite features is the ability to create and send beautiful proposals and contracts in just a few clicks. I’ve got templates saved and ready to go, so when a new inquiry comes in, I don’t have to scramble. It helps me look professional and organized—whether I’m sending an email from my laptop or my phone while chasing my toddler around.

No More Awkward Payment Conversations

Another reason I love HoneyBook? It handles the payment reminders for me.

This was a huge relief. As a millennial, and someone who cares deeply about client relationships, I hate having to chase down overdue invoices or send awkward reminders. With HoneyBook, the system takes care of that. Clients get gentle nudges before payments are due, and I get to stay focused on the work—no guilt or weirdness involved.

Simple, Built-In Payment Collection

Speaking of payments, the fact that clients can pay me right through HoneyBook is a dream. I send an invoice, they click a button, and it’s done. No need to juggle payment apps or worry about tracking things down. It’s simple, secure, and professional—which means I get paid faster and have more brain space for what really matters (like squeezing in a quick ride before dinner or being fully present during a family walk).

It Keeps My Business Organized (So I Can Focus on What Matters)

HoneyBook helps me run a business that looks and feels elevated—without needing a full team behind me. It keeps everything organized in one place, so I can keep showing up for my clients and my family in a way that feels aligned and sustainable.

Want to Try HoneyBook for Your Business?

If you’ve been feeling stretched thin trying to keep your business running smoothly, I can’t recommend HoneyBook enough. You can click here to check it out and get 20% off your first year. I think you’ll love how much simpler and more streamlined it makes things.

Got questions about how I use it in my business? Send me a message—I’m always happy to share what’s working behind the scenes.

Happy business-ing!

Bex



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How to Make Your Business Feel More Professional—Without Adding More to Your Plate