HoneyBook

Manage clients and invoices

Adaugă extensie Contactează echipa de vânzări

@HoneyBook What are my active projects and their stages in the pipeline @HoneyBook Do I have any open overdue payments?@HoneyBook Add a new contact for a potential client I just met

Caz de utilizare: Small Business

Creată de: HoneyBook, Inc

Site web: honeybook.com(se deschide într-o fereastră nouă)

Cum funcționează

Connect your HoneyBook account to look up clients, check on projects, and handle invoices without switching tabs. Ask for a client's contact details, see which projects are active, pull up an unpaid invoice, find a file you sent last month, or check the last message in a thread. Useful for catching up before a client call, chasing down what's overdue, or getting a quick read on your pipeline. Requires a HoneyBook account.

Review your project pipeline

Look up active client projects and their stages to see where work stands across your business.

Find overdue client payments

Identify unpaid invoices and overdue payments to focus your billing follow-up.

Prepare for client conversations

Review client details, shared files, and recent messages before a call without switching between records.

Exemple de solicitări

Resurse

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