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Description
Quickly look up client info and add notes from anywhere in your browser. Colara Client Lookup puts your client info one click away, no matter what you're doing in the browser. Open the extension, search by name or email, and instantly see a client's wedding date, contact details, partner information, and phone. Copy any field with one click. Already on a client's page in Colara? The extension detects it automatically and opens straight to their card. What you can do: - Look up any client by name or email - View and copy email, phone, partner name, partner email, and partner phone - Add a quick note that saves directly to their CRM record - View and update their pipeline stage (Lead, Proposal Sent, Booked, Completed) - Check off workflow tasks for the client - Ask the Colara AI assistant anything about the client — invoices, payments, timeline, and more Requires an active Colara account. Works entirely within your existing Colara session — no separate login needed.