- Products
Client Portal
Deliver a branded client experience
Messaging
Communicate with clients securely
Invoicing
Invoice clients and get paid
Tasks
Assign tasks to clients and stay organized
Contracts
Create contracts and request eSignatures
File Sharing
Share and organize documents
Forms
Streamline data collection
Store
Make online storefronts
Features
- Solutions
- Resources
- Pricing
Powered by G2
(updated 1/2025)
Copilot vs. HoneyBook (1)
Copilot is a flexible platform that scales with your business, supports more complex workflows, and gives you more control over payments, custom integrations, and creative expression. HoneyBook might work for solo freelancers, but Copilot handles that use case plus much more.
- Copilot is designed for freelancers and scaling teams
- Copilot delivers a more robust billing experience with lower fees
- Copilot lets you express your creativity better
- Copilot comes with more advanced features, a developer ecosystem, and better support
Copilot
4.8
Overall G2 score
HoneyBook
4.5
Overall G2 score
What do customers say?
Photographers, event planners, and many other service-based businesses choose Copilot over HoneyBook for its superior features, ease of use, lower billing fees, and advanced customizations.
Flexibility
Copilot is designed for freelancers and scaling team
HoneyBook’s feature set is geared toward solo photographers and event planners. Copilot, on the other hand, is great for creative professionals and broader service firms of 2 to 50+ employees looking for more customization, automation, and security. Whether you’re in marketing, consulting, accounting, law, real estate, or tech, Copilot adapts to your workflows — offering advanced integrations and team-based controls that HoneyBook simply doesn’t match.
|  | |||
|---|---|---|---|---|
Photography | | | ||
Evening planning | | | ||
Freelancing | | | ||
Marketing | | | ||
Consulting | | | ||
Accounting and bookkeeping | | | ||
Law | | | ||
Real estate | | | ||
Technology | | |
Payments
Copilot delivers a more robust billing experience with lower fees
Copilot supports more currencies — USD, CAD, AUD, and GBP — along with one-time surcharging and a lower-cost ACH setup. While HoneyBook charges 1.5% on ACH transactions with no fee cap, Copilot’s 1% ACH rate maxes out at $10 per transaction. That means a business processing $200,000 in payments per year could see up to $3,000 in ACH fees with HoneyBook but just $100 with Copilot (assuming 10 transactions at $20,000 each), resulting in 97% savings.
| | |||
|---|---|---|---|---|
Credit cards | | | ||
ACH | | | Supported — 1% with $10 maximum fee | Supported — 1.5% fee with no maximum |
Multi currency | | | Yes — USD, CAD, AUD, and GBP | Yes — USD and CAD only |
Surcharging | | |
Creativity
Copilot lets you express your creativity better
Copilot effortlessly embeds thousands of third-party products — like YouTube, Loom, Calendly, Typeform, Airtable, and ClickUp — directly in your client portal. Imagine delivering project status updates via a live Airtable kanban board or sharing Loom videos right inside your portal without forcing clients to jump between platforms. HoneyBook’s customization options focus on colors and logos, but it doesn’t offer native embedding of these powerful external tools.
| | |||
|---|---|---|---|---|
Client portal customization | | | Comprehensive — configure each app’s name and icon, typography, and more | Basic — colors, login images, and emails |
Embed schedulers like Calendly | | | ||
Embed videos from YouTube and Loom | | | ||
Embed forms from TypeForm and JotForm | | | ||
Embed kanban views from Airtable and ClickUp | | | ||
Embed photo albums | | |
Scale
Copilot comes with more advanced features, a developer ecosystem, and better support
HoneyBook offers helpful features for some soloproneurs, but Copilot’s toolkit is built with expanding teams in mind. Beyond essential features Copilot comes with support for embedded apps, more team controls and permission, and ever-expanding app store, a more comprehensive API, and support for more complex work workflow automation.
| | |||
|---|---|---|---|---|
Messaging and team inbox | | | ||
Proposals and contracts | | | ||
File-sharing and intake forms | | | ||
Task and project management | | | ||
Invoices, subscriptions, pay links | | | ||
Embeds & links | | | ||
App Visibility — Control which clients can see each app | | | ||
Client Access — Control which team members can access each client | | | ||
App Store — Install apps built by others | | | ||
Developer platform | | | Comprehensive — Open-source apps, integrations, and more | Limited — Basic API only |
Automations | | | Comprehensive — In-app, Zapier, Make, API | Limited — Low coverage on Zapier, Make, and API |
Frequently Asked Questions
The button color for the login page and email notifications can be changed in the Customization tab under Brand Colors. The Accent Color is the color that applies to the login page button and email notification links.
For email notification links, the background is set to white (#FFFFFF) by default, so you will want to make sure your accent color is set to a color other than white to ensure the link buttons are clearly visible in email notifications.
Unlike Shopify stores, Copilot stores are built for businesses selling professional services, not consumer products. When you launch a Copilot store, you can offer custom recurring plans and one-off service items and then immediately have clients paying and onboarded through your client portal software.
Yes, with Copilot Store, you can publish a public link to your online store that lets you link to it from an existing website or share via email or social media. We will soon release the ability for you to embed the store in an iFrame on your site.
Yes, with Copilot stores, you can create a private online store that is only visible to clients who log in via a secure client portal. You can invite clients to join via a link or email.
With Copilot Stores, people who purchase from your store page will automatically become clients in your CRM that you can manage. Their information comes from their purchase information and is collected and saved in your secure client portal. They also get access to your portal for onboarding and contacting you right after checkout.
You can list services online on a website, but the best way to sell services is to offer a way for people to purchase them without having to contact you first. An online storefront like Copilot lets service businesses create Shopify style stores that are optimized for providing professional services to clients.
You and your clients deserve better than HoneyBook
