運作方式
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.