Bonsai
Run client work from proposal to payment.
Manage client inquiries, proposals, contracts, invoices, and project delivery

HoneyBook manages client relationships, projects, and payments for service businesses. Lead forms and scheduling start the inquiry process, followed by proposals, contracts, invoices, and payment collection. A visual pipeline shows where each relationship stands, while tasks and a client portal organize the work that follows a booking.
Automations handle recurring messages and steps. AI assistance drafts email responses and summarizes project information, meetings, and outstanding tasks. A ChatGPT connection answers questions using the user's HoneyBook account, such as which payments are overdue or what an earlier quote included. This keeps those questions tied to the business's recorded clients and transactions.
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