| | $9/seat/month (Teams, annual) or $10.80/seat/month (monthly). Free plan for 1 seat and 2 projects. | $9/user/month (Starter, annual) or $10/user/month (monthly). Free plan for up to 5 users. | Free plan for unlimited users. Paid from $3.99/seat/month (Basic, annual). | $21/month (Lite, 5 clients) | $15/month (Basic, $9/month annual) | $36/month (Starter, $29/month annual) |
| No free plan (14-day trial available) | Free plan for 1 seat and up to 2 projects (unlimited time tracking and invoicing) | Free plan for up to 5 users (unlimited projects, basic reports, no billable rates) | Free plan for unlimited users (unlimited time tracking, basic reports, basic billable rates) | No free plan (30-day trial) | No free plan (trial available) | No free plan (7-day trial) |
| | 30-day free trial on Teams plan | Free plan available (no trial needed) | Free plan available (no trial needed) | | | 7-day trial + 60-day money-back guarantee |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Basic project and task structure for time and budget tracking only (no kanban, no Gantt, no dependencies) | Basic project and task management (no kanban, no Gantt, no dependencies) | Basic project and task management (no kanban, no Gantt, no dependencies) | Basic project tracking with profitability focus | Basic project and task management | Projects with task lists and pipeline |
Project roles and permissions | Control exactly who can view or edit each part of a project | Admin and member roles only (no granular project-level permissions) | Admin and member roles (Premium plan adds billable rate visibility controls) | Admin, member, and project manager roles (Enterprise adds advanced controls) | Team member permissions (Admin, Manager, Employee) | 4 fixed roles (PMs cannot view financials) | 5 team roles with project access control |
| Unlimited boards to run parallel workflows in the same project | No board views (list-only task display) | No board views (list-only task display) | No board views (list-only task display) | No task boards (list-based tracking only) | Strictly restricted to 1 board per project | You cannot use task boards |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project boards | | | No embeddable project views | Embedding live project boards is not supported | You cannot embed project views |
| Read-only public links for sharing progress without risk | No shareable project boards | No sharable project boards | No sharable project boards | Clients can view documents in portal only | Portal access only (no public read-only links) | You can share projects via the client portal only |
Project stages and milestones | Define custom project lifecycles for different types of work | No project stages or milestones | Project status and estimates only (no milestones or stage tracking) | Project status and budget tracking (no milestone tracking) | No project stages or milestones | Milestones with Gantt chart visualization | You can use pipeline stages, but they are predefined |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Invoices link to tracked time (no proposals or contracts) | No proposals, contracts, or invoicing workflow | No proposals or contracts. Basic invoicing on Standard+ plan. | Estimates and invoices connect (no contracts) | Manual linking (no automatic project integration) | Integrated via Smart Files |
Custom project data fields | Track, sort, filter, and report on custom project data | No custom project data fields | | | | Text, number, date, URL (no filtering) | |
| Drag-and-drop tasks across customizable columns | | | | | Kanban view (limited customization) | You cannot view tasks in a kanban board |
| Bulk-edit tasks like a spreadsheet | Basic list view for tasks (no advanced table features) | Basic list/table view for tasks | Basic list view for tasks and timesheets | | Basic table view (no bulk editing) | You cannot view tasks in a table |
| Clean task lists with clear hierarchy | Default list view for tasks and projects | Default list view for tasks | Default list view for tasks | | Simple list view with basic sorting | You can view projects in a list |
| See tasks and deadlines on a calendar | No calendar view for tasks | Calendar integrations (Google/Outlook) available but no native calendar view | Calendar view for timesheets only (not task management) | Calendar shows events, not tasks | Calendar view for tasks and deadlines | You can see bookings on a calendar |
| Plan work visually with task order and dependencies | | | | | Gantt chart with drag-and-drop | You cannot view work on a gantt chart |
| Break work down into multiple nested levels | Tasks within projects (no nested subtasks) | Tasks and checklists (no nested subtask hierarchy) | Tasks within projects (no nested subtasks) | | Nested subtasks supported | You cannot split tasks into subtasks |
| Turn emails into tasks without manual copying | | | | No email-to-task conversion | No email-to-task conversion | Not supported (email sync only) |
| Keep discussions tied directly to each task | Notes on time entries (no dedicated task comment threads) | Comments on time entries and projects | Comments on tasks and time entries | Team discussion on projects | Comments stay attached to tasks only | You cannot comment on tasks |
| Store files directly on the task they belong to | No file attachments on tasks | File attachments on time entries | File attachments on tasks | Files can be attached to projects | File attachments (no file manager) | You can share files, but not attach them to tasks |
| Define priority levels that fit your workflow | | | | | | You cannot set task priorities |
Task labels & color coding | Use unlimited labels to visually organize tasks | No task labels or color coding | | Project color coding and tags | No task labels or color coding | No color coding (labels only) | You cannot label or color-code tasks |
| Assign tasks to one or multiple teammates | | | | Tasks can be assigned to team members | One assignee per task (no multi-assign) | You cannot assign tasks to multiple people |
| Reuse task-level structures across projects | No task or project templates | Project templates (Starter+) | | Project templates available | Task templates with dependencies | You cannot reuse task templates |
| Control access at the individual task level | No task-level permissions | Admin and member role permissions only | Role-based permissions (no per-task permissions) | No task-level permissions | Project-level only (no task-level) | You cannot set permissions per task |
| Prevent work from starting out of order | | | | | Waiting on, Blocking, Related to | You cannot link tasks together |
| Automate repeating work with flexible schedules | No recurring tasks (recurring time entries only) | | | | Daily, weekly, monthly, milestones | You cannot create recurring tasks |
| Add task-level fields for tracking custom details | No custom task data fields | | | | Custom fields (text and number only) | |
| Easily track time using timers or manual entries | Start/stop timer and manual time entry (browser extension, desktop, and mobile) | Full-featured time tracker with start/stop timer, manual entry, browser extension, offline sync, and Pomodoro mode | Full-featured time tracker with start/stop timer, manual timesheet, kiosk clock-in, auto-tracker, offline mode, and Pomodoro mode | Timer and manual time entry | Timer and manual time entry | Basic time tracking (manual entry on desktop, stopwatch on mobile) |
| Log time directly against tasks and subtasks | Track time per task with start/stop timer and manual entry | Track time per task with start/stop timer and manual entry | Track time per task with timer and timesheet entry | Time tracked per service, not per task | Limited to task-level only (no subtask tracking) | Project-level only, no task-level tracking |
| See time spent per project and per client | Time and budget tracking per project with rollup reports and cost analysis | Time rolled up per project with reports | Time and budget tracking per project with rollup reports | Time tracked per project and client | | Time tracked at project level |
| Clearly separate billable and non-billable time | Billable and non-billable categorization with hourly rates per person or project | Billable rates on Starter+ plan ($9/user/month annual) | Billable rates available on free plan (basic) and all paid plans | Billable and non-billable hours supported | Billable and non-billable categorization | Billable time tracking available |
| Turn tracked time into invoices without extra steps | Auto-populate invoices from tracked billable time (core Harvest feature) | Basic PDF invoice export (limited — no discounts, no payment tracking, Toggl branding on free) | Invoice from tracked time on Standard+ plan ($5.49/seat/month annual). Includes taxes, discounts, recurring invoices. | Time entries convert to invoices | One-click invoice from time entries | Invoice from time logs (desktop only) |
| View detailed time reports by task, project, or client | Detailed timesheet reports with filters by project, client, team member, and date range | 5 report types: Summary, Detailed, Workload, Profitability, My Reports. 11+ filter properties. | Summary, detailed, and weekly reports. Exportable. Labor cost and profit analysis. | Detailed time reports available | Detailed timesheet reports | Basic time logs per project |
| See how each team member tracks their time | Team timesheet views with member-level breakdowns and capacity reporting | Team timesheet views with member-level breakdowns (Starter+) | Team timesheets with member activity views and approval workflows (Standard+) | Team time tracking on higher plans | Per-member timesheets with locking | Team members can log time on shared projects |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Estimates/quotes only (not full proposals with contracts or e-signatures) | | | Estimates only (not full proposals) | Customizable proposals with e-signatures | Smart files combine proposals and contracts |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | | | | No visual proposal builder | Visual editor (no true drag-and-drop) | You can edit sections, not free drag-and-drop) |
Reusable proposal templates | Reuse proven proposal layouts across clients | No reusable proposal templates | | | Estimate templates available | Industry templates plus custom templates | You can use proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | | | No proposal view tracking | | You can see when a proposal is viewed |
Live messenger on proposals | Answer questions directly while clients review proposals | No live messenger on proposals | | | | No live chat in proposals | You cannot chat inside proposals |
| Move from proposal to contract, invoice, or booking automatically | No proposal flow automation | | | | Proposal-contract link only (no scheduler) | Complete Smart Files flow |
Convert proposal to invoice | Create invoices directly from approved proposals | No proposal-to-invoice conversion (estimates only) | | | Convert estimates to invoices | Auto-generate invoice from accepted proposal | Accepted proposals create invoices |
| Offer upsells and add-ons directly inside proposals | No packages or add-ons in proposals | | | | Packages with single, multi-select options | You can offer packages and add-ons |
Interactive pricing tables | Let clients choose options before approving | No interactive pricing tables | | | | Static pricing only (no client selection) | Pricing updates dynamically |
Dynamic data and variables | Auto-fill proposal content with client and project data | No dynamic data or variables in proposals | | | Basic placeholders available | Basic smart fields (limited variables) | |
| Automatically expire proposals after a set date | Expiration dates on estimates only (no proposals) | | | Manual expiry dates on estimates | Manual expiry dates (no automation) | You can set proposal expiry |
| | PDF export available for invoices and estimates | | | | Basic PDF export (limited branding) | You can download proposal PDFs |
| Create reusable proposal sections you can reuse on demand | No reusable content blocks | | | No reusable content blocks | Reusable blocks not supported (templates only) | You can reuse proposal sections |
Legally binding e-signatures | Collect secure electronic signatures on proposals | | | | | Basic e-signatures (limited audit trail) | |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | No proposal custom data fields | | | No custom proposal fields | Text and date custom fields only | |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | | | | | Legally vetted templates with e-signatures | Smart files combine contracts and invoices |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | No drag-and-drop contract builder | | | | Visual editor (no full drag-and-drop) | You cannot visually build contracts |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | No e-signatures on contracts | | | | Legally binding e-signatures | Contracts support legal e-signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | No multi-signature support | | | | Multiple signers and recipients | You can collect multiple signatures, with fixed roles |
Reusable contract templates | Reuse contract structures to create new agreements faster | | | | | Industry-specific and custom templates | You can use contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | No contract auto-reminders | | | | Auto-reminders (stop after 16 days overdue) | You can send automatic reminders |
| Auto-fill contract content with client and project data | No dynamic data variables in contracts | | | | Basic smart fields (limited variables) | You can use smart fields in contracts |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | No contract automation triggers | | | | Contract & proposal triggers only | Contracts can trigger workflows |
| See when contracts are opened and reviewed | No contract view notifications | | | Email notifications when viewed | Basic email notifications (no detailed tracking) | You receive contract notifications |
PDF download with signature certificate | Download signed contracts with official proof of signature | No signed contract PDF download | | | | Basic PDF download (limited certificate) | You can download signed PDFs |
Custom signer data fields | Collect structured signer information during signing | No custom signer data fields | | | | Standard fields only (name & email) | You cannot customize signer fields |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | No custom contract data fields | | | | Custom fields (contact info only) | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Create and send invoices from tracked time with Stripe and PayPal payment collection | Basic PDF invoice generation from time reports (Toggl branding on free, limited fields) | Invoice creation from tracked time on Standard+ plan. Includes line items, taxes, discounts. | Full invoicing with online payments | Invoicing with multiple payment options | Invoices with instant online payments |
| Match invoices to your brand with custom logos, colors, and layout | Branded invoices with logo and custom colors | Toggl branding on free plan. No custom branding on paid plans either. | No custom invoice branding | Customizable invoice branding | Limited branding (logo and colors only) | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | No drag-and-drop invoice builder (template-based) | | | Template-based editor only | Pre-built templates (no drag-drop) | Fixed themes (non-customizable layouts) |
| Edit pricing, quantities, descriptions, and structure freely | Customizable line items with services catalog | No customizable line items (time entries only) | Line items on Standard+ invoices | Fully customizable line items | Line items (no advanced customization) | |
Item or invoice discounts | Apply discounts at the item or full invoice level | Discounts supported on invoices | | Invoice discounts on Standard+ plan | | Discounts (percentage or fixed, no tiered) | |
| Create tax rules that match your location and use case | Custom tax rates supported on invoices | | Tax configuration on Standard+ plan (item-level taxes added Q1 2025) | | Basic tax configuration (no automation) | |
| Accept bank transfers for lower-fee payments | ACH bank transfers via Stripe integration | | | ACH bank payments supported | ACH via Bonsai Payments (US, UK, CA, AU only) | You can accept bank transfers |
| Accept credit and debit cards instantly | Native Stripe integration for invoice payments | | | Stripe payments supported | Stripe payments supported | You can accept payments via Stripe |
| Collect in-person payments when needed | | | | | | You cannot accept payments via Square |
| Let clients pay using PayPal | Native PayPal integration for invoice payments | | | PayPal payments supported | PayPal payments supported | You cannot accept payments via PayPal |
Flexible partial payments | Collect deposits and split payments across milestones | No partial payment support | | | Partial payments supported | Partial payments (manual milestone setup) | You can accept partial payments |
| Break invoices into scheduled installments | No payment plans or installment schedules | | | | Payment plans (limited automation) | You can split invoices into payments |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Automated recurring invoices with flexible frequency options | | Recurring invoices (weekly, bi-weekly, monthly) on Pro+ plan | Recurring invoices supported | Weekly, biweekly, monthly, yearly recurrence | You can schedule payments, not subscriptions |
| Manage ongoing client subscriptions and billing | No subscription management | | | Retainers available on Plus plan | Recurring invoices (no subscription portal) | You cannot manage subscriptions |
Automated payment reminders | Follow up automatically until invoices are paid | Automated payment reminders for overdue invoices | | Overdue invoice notifications (added Q3 2025) | Automated late payment reminders | Automated reminders (stop after 16 days) | Payment reminders send automatically |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Reusable invoice templates available | | | Invoice templates available | Templates available (limited customization) | You can reuse invoice templates |
Multiple currency support | Bill clients globally in their local currency | Multiple currency support on invoices | Multiple currencies in reports (no multi-currency invoicing) | Multi-currency invoicing on Standard+ plan | | Multi-currency (manual exchange rates) | You can use one account currency only |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | No invoice automation triggers | | | | Payment & form triggers only | Contracts can trigger workflows |
| See when invoices are opened and paid | Email notifications when invoices are viewed and paid | | | Email notifications when viewed | Email notifications (no real-time tracking) | You receive contract notifications |
Built-in expense tracking | Track project-related costs alongside invoices | Built-in expense tracking with receipt photos and reimbursements | No built-in expense tracking | Expense tracking on Pro+ plan | Full expense tracking with receipts | Expense tracking (auto-categorization via bank sync) | You cannot track expenses |
| Collect upfront payments before work starts | No invoice deposit support | | | Deposit invoicing supported | Deposits supported (manual collection) | |
Auto-invoice billable time | Turn tracked time into invoices automatically | Core feature — auto-populate invoices from tracked billable time | Manual export to invoice from time reports | Manual generation from tracked time on Standard+ (no true automation) | Time to invoice conversion | Time-to-invoice (manual confirmation required) | There is no time to convert |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | No custom invoice data fields | | | | Text and date custom fields only | |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | | | | | A unified client inbox is not supported | Messages and emails live in one inbox |
| Connect and manage all your email accounts in one place | | | | | Send-only (no inbox sync) | |
| Add real-time chat to your website and client portals | | | | | | You cannot add live chat to your site |
| Message teammates privately without leaving your workspace | | | | | Direct messaging is not supported | |
Contextual project conversations | Keep conversations tied directly to the project they belong to | | | | Project discussions available | No in-app project messaging | Messages are tied to projects |
| Create shared spaces for team-wide discussions | | | | | Team chat is not supported | You cannot create team channels |
| Organize channels by team, topic, or workflow | | | | | | Channels are not supported |
| Notify teammates instantly inside conversations | | | | | | You cannot mention teammates |
| See when messages are read | | | | | Read receipts are not supported | You can see when clients read messages |
| Share files directly inside conversations | | | | | Share files and links in portal messages | You can share files in messages |
| Collaborate on incoming emails as a team | | | | | | |
| Access and respond to messages on mobile | | | | | | |
| Reply from your email client and keep conversations synced | | | | | | Email replies sync to conversations |
| Keep all client and project files in one organized place | | | | Basic file storage in projects | Project document storage with client access | Files exist per project only |
Advanced folder organization | Organize files by project, client, or structure you choose | | | | | Project-level only (no granular) | Fixed themes (non-customizable layouts) |
| Control who can view or edit folders | | | | | Project-level only (no granular) | Fixed themes (non-customizable layouts) |
| Group files by person when needed | | | | | | Fixed themes (non-customizable layouts) |
| Keep files scoped to each project | | | | Files organized by project | Project-based file sections in portal | Fixed themes (non-customizable layouts) |
| Preview files instantly without downloading | | | | | | Fixed themes (non-customizable layouts) |
| Capture file metadata you can sort and filter | No custom file data fields | | | | Contact info only (no CRM fields) | You can add custom fields |
| Create and edit documents directly inside Plutio | No built-in document editor | | | | No built-in document editor | Fixed themes (non-customizable layouts) |
Comments on files and docs | Leave comments directly on files and documents | | | | | No file commenting system | Fixed themes (non-customizable layouts) |
| Move, tag, or manage many files at once | | | | | | Fixed themes (non-customizable layouts) |
| Find files quickly using search and filters | | | | | | Fixed themes (non-customizable layouts) |
| Sync files with Google Drive or Dropbox | | | | Dropbox and Google Drive integrations | | Fixed themes (non-customizable layouts) |
| Restrict access with permissions or passwords | No secure sharing controls | | | | | Fixed themes (non-customizable layouts) |
| Share files externally with controlled access | | | | | Portal sharing only (no direct file links) | Fixed themes (non-customizable layouts) |
| Let clients book meetings directly without back-and-forth emails | No scheduling or booking feature | No scheduling or booking feature | Employee scheduling on Pro+ (not client booking) | | Booking pages with calendar sync | Scheduler with intake forms |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | | | | Custom branding on booking pages | Branding options are limited |
Advanced availability management | Define flexible availability rules applied automatically to bookings | No availability management | | Staff availability on Pro+ | | Event types with availability windows | You can control availability |
| Add buffer time automatically between meetings | | | | | Buffer times (no daily limits) | |
| Create unlimited booking types with different rules and setups | | | | | Custom event types with different durations | You can offer multiple session types |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | No scheduling or calendar sync | Google and Outlook Calendar integrations available | Google Calendar sync available | Calendar sync for late payments only | Calendar sync (Google and Outlook only) | Fixed themes (non-customizable layouts) |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | | | | Email customization (limited template control) | Confirmation customization is limited |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | | | | Redirect supported (basic URL redirect) | You cannot redirect after booking |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | | | | Booking triggers (limited action types) | Contracts can trigger workflows |
| Send automatic reminders without manual follow-ups | | | | | Auto-reminders (email only, no SMS) | Meeting reminders send automatically |
Automatic timezone detection | Handle timezones automatically without manual adjustments | | Automatic timezone detection per user | Automatic timezone detection per user | Timezone support for invoicing | Timezone detection (basic support) | Timezones adjust automatically |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | | | | Require payment to book via Bonsai Payments or Stripe | Fixed themes (non-customizable layouts) |
| Build booking forms with full control over questions and layout | | | | | Custom intake questions and forms on booking events | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | | | | Notice periods (no per-event daily limits) | You can set booking limits |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | No rescheduling or cancellation controls | | | | Clients can reschedule or cancel from confirmation email | Clients can reschedule or cancel |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | | No workflow automation builder | No workflow automation builder | | Contract, proposal, invoice, form triggers | AI-powered workflow builder with branching |
| Start workflows from real events across projects, clients, and payments | No trigger-based workflows | | | Limited payment and invoice triggers | Contract signed, proposal accepted, form filled | You can automate actions with workflows |
| Run workflows on schedules you control, not fixed intervals | | | | | | Workflows cannot repeat on a schedule |
| Chain multiple actions into one continuous automation | | | | | | Workflows can include multiple steps |
| Create conditional paths instead of one-size-fits-all flows | | | | | | Branching exists, but options are limited |
| Add precise timing between steps, down to minutes or days | | | | | | You can delay workflow steps |
| Create, update, or move records automatically across the system | | | | | Auto-create (projects and clients only) | Creation actions are limited |
| Reorganize work automatically without manual cleanup | | | | | | Items cannot be duplicated automatically |
| Automatically archive or remove records based on rules | | | | | | Items cannot be deleted via automation |
| Trigger or receive real-time events from external systems | REST API and webhooks available | | Incoming webhooks via API (Zapier for complex flows) | | Webhooks (outgoing only, no incoming) | You cannot use APIs or webhooks |
| Send automated emails tied to real workflow events | Automated invoice and reminder emails | | | Automated invoice and reminder emails | Logo & colors (no custom domain) | Workflows can send emails |
| Add notes or comments automatically where work happens | | | | | | You cannot post comments via automation |
| See exactly what ran, when, and why | | | | | | You cannot view automation logs |
| Pass data between steps dynamically without manual mapping | | | | Basic invoice placeholders | | |
| Run workflows that span projects, tasks, proposals, invoices, and more | No cross-entity automation | | | Clients link to invoices and projects | | Forms, bookings, and payments trigger workflows |
| Build fully branded forms that match your workflow and client experience | | | | | Branded intake and questionnaire forms | Questionnaires with limited styling |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | | | | | Form editor (no true drag-and-drop) | You cannot visually build contracts |
| Reuse form structures without rebuilding from scratch | | | | | Form templates with auto-CRM sync | You cannot reuse form templates |
| Collect structured data you can sort, filter, and report on | | | | | Custom fields (limited field types) | You can add custom fields |
| Show or hide fields based on responses, not static forms | | | | | Conditional logic (limited complexity) | Fields cannot change based on answers |
Instant email notifications | Get notified immediately when forms are submitted | | | | | Email notifications (no customization) | You can email on submission |
| Trigger automated workflows when a form is submitted | | | | | Basic automation triggers (limited actions) | Contracts can trigger workflows |
| Embed forms anywhere without layout restrictions | | | | | Embed via iframe (limited styling control) | |
Advanced field preferences | Control required, hidden, and default field behavior | No advanced field preferences | | | | | |
Comprehensive field types | Collect text, files, dates, selections, and more | | | | | | |
| Collect legally binding signatures directly inside forms | No signature field on forms | | | | E-signature field (basic, no advanced options) | Forms can include signatures |
| Accept file uploads as part of form submissions | | | | | Clients can upload files to projects | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | | | | | You cannot redirect after submit |
| Manage contacts and companies in one connected system | Basic client and contact list (no CRM pipeline or lead tracking) | Client/project tracking in reports only (no CRM features) | Client and project tracking (no CRM pipeline or contact management) | Client management included | CRM with Deals pipeline for leads | Pipeline with AI lead prioritization |
| Track organizations, not just individual contacts | | | | Client records only (no companies) | Companies (basic info only, no hierarchy) | Companies exist, but contacts come first |
Custom contact data fields | Collect and manage structured contact data you define | | | | | Custom fields (text and select only) | |
Complete activity timeline | See every interaction with a client in one place | | | | Client activity history available | Activity log (projects and invoices only) | You can see full activity history |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | No contact labeling or grouping | | | | Tags (no advanced segmentation) | You can tag and segment contacts |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | | | | | | You cannot create an internal wiki |
Beautiful rich text pages | Write structured, formatted content without complexity | | | | | | Not supported (requires integration) |
| Build deep knowledge hierarchies without limits | | | | | | Not supported (requires integration) |
Granular page permissions | Control exactly who can view or edit each page | | | | | | Not supported (requires integration) |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Basic project and time reporting dashboard (not customizable) | Basic reporting dashboard (not a customizable dashboard builder) | Basic reporting dashboard (not a customizable dashboard builder) | | Dashboard (fixed layout, no customization) | HoneyBook does not have custom dashboards |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | No drag-and-drop dashboard builder | | | No custom dashboard builder | Pre-configured widgets only | Limited dashboard widgets |
| Visualize data with customizable charts | Charts in time and budget reports only | | | Financial charts available | Charts (revenue and time only) | |
| Track key numbers without manual reporting | Time and budget metrics in reports only | | | Key financial metrics displayed | Metrics (revenue and project totals only) | |
| Monitor progress toward defined goals | | | | | | Not supported (requires integration) |
| Add contextual notes directly to dashboards | | | | | | Not supported (requires integration) |
| View upcoming events alongside work and metrics | | | | | Calendar widget (upcoming tasks only) | |
| Track revenue and expenses in the same view | Revenue, expense, and invoice reporting but no custom dashboard widgets | | | Comprehensive financial widgets | Revenue tracking (invoices only, no expenses) | Revenue & invoice tracking |
| Run the entire platform under your brand | | | | Branding on invoices only | Documents and portal only (no admin theming) | HoneyBook branding, not white-label |
| Apply your brand colors across the system | | | | No interface customization | No admin interface theming | Color themes on Deliver+ (no Free plan theme customization) |
| Fine-tune styling beyond basic theming | | | | | | You cannot apply custom CSS |
Custom login/signup pages | Use branded authentication pages instead of generic screens | | | | | Branded login (fixed layout) | Login pages cannot be customized |
| Send all system emails with your branding | Logo and branding on invoice emails | | | Logo on emails (Premium only) | Logo in emails (no custom templates) | You can brand outgoing emails |
| Use your own fonts throughout the platform | | | | | | You cannot use custom fonts |
| Replace all platform logos with your own | Logo upload on invoices and branded documents | | | | Logo (documents and portal only) | |
| Run everything on your own domain | | | | | | Not supported (requires integration) |
| Send emails from your own email infrastructure | | | | | | Not supported (requires integration) |
| Embed Plutio directly into your website or product | | | | | | Not supported (requires integration) |
| Shape the platform to match how your business works | Workspaces, projects, tasks, and clients only (no flexible hierarchy) | Workspaces, projects, and clients only (no nested hierarchy) | Workspaces, projects, and clients (no nested hierarchy) | Fixed workspace structure | No workspace customization | HoneyBook has fixed workspace |
| Add, remove, or reorder navigation items freely | | | | | Fixed menu (no customization) | You cannot customize navigation |
| Show different navigation for different roles | Fixed menus for all users | | | Fixed menus for all users | | Menus are the same for all users |
| Create role types beyond preset permissions | Admin and member roles only | Admin and member roles (Premium adds rate visibility) | Admin, project manager, and member roles (Enterprise adds custom roles) | | 4 fixed roles (no custom) | You cannot define custom roles |
Advanced user permissions | Control access at a granular level | Project-level permissions only (admin and member roles) | Admin and member permissions by workspace and project | Role-based permissions by project (Enterprise adds advanced controls) | | Project permissions (no granular control) | Permissions are not configurable |
| Support enterprise-grade single sign-on | No SSO on Teams plan (Enterprise only) | SSO on Premium plan ($18/user/month annual) | SSO on Enterprise plan ($11.99/seat/month annual) | | Email & password login only | |
| Integrate with external systems without lock-in | 50+ native integrations including Asana, Trello, Jira, Slack, QuickBooks, Xero, Basecamp, and more | 100+ integrations via browser extension and native connections (Jira, Asana, Salesforce, QuickBooks, Trello, Todoist) | 80+ native integrations including Jira, Asana, ClickUp, Monday.com, Notion, QuickBooks, Google Drive | 100+ integrations available | Integrations (Zapier and Make only) | |
| Connect to thousands of apps without custom code | | | Full Zapier integration (2,900+ additional apps) | | Zapier (limited triggers and actions) | You can connect HoneyBook to Zapier |
| Build advanced automation scenarios visually | Make.com integration supported | Make.com integration via API | | | Make.com (limited modules) | You cannot connect via Make |
| Connect services without usage-based limits | | | | | | You cannot connect via Pabbly |
| Build custom integrations with full system access | | | | | REST API (read-only, limited endpoints) | |
Incoming & outgoing webhooks | Send and receive real-time events | Incoming and outgoing webhooks supported | Webhooks via API and Zapier | Outgoing webhooks via API (limited) | | Webhooks (outgoing only, limited events) | |
| Access your business from native mobile apps | iOS and Android apps with timer and time tracking | | iOS, Android apps plus kiosk mode | | Mobile apps (iOS and Android, limited features) | Full-featured iOS and Android apps |
| | | | | | iOS app (basic features only) | You can use HoneyBook on iOS |
| Full-featured Android app | Full Android app available | Full Android app available | Full Android app available | Full Android app available | Android app (basic features only) | You can use HoneyBook on Android |
| Native macOS app for desktop workflows | Mac menubar app and browser extension (no full standalone desktop app) | | Desktop app available (Mac and Windows) | | | |
| Native Windows app for desktop workflows | Windows menubar app and browser extension (no full standalone desktop app) | Native Windows desktop app | Desktop app available (Mac and Windows) | | Web only (no Windows app) | |
