Bonsai
About Bonsai
Bonsai is a one-stop platform for creative and digital agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, resource planning and revenue tracking, we've got you covered.
Key benefits of Bonsai
Bonsai Team Time Tracking - Team capacity and utilization rate at a glance:
Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Fully integrated into project management & billing.
Bonsai Project Management - Keep your projects on track and on budget:
Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work.
Bonsai CRM - Keep clients & projects organized in one place:
Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.
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Reviews
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Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Graphic Design
- Company size: Self Employed
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Why I use Bonsai
Reviewed on 2023/05/11
Its been a game changer and it helped me scale my bsuiness.
Its been a game changer and it helped me scale my bsuiness.
Pros
Bonsai is easy to get started, and I was up and running in no time. I like how easily I am able to create and send invoices to my clients.
Cons
I wish there were a chat widget feature that I could install on my website similar to Sharpspring or HubSpot. Perhaps some collaboration with Webflow.
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Free trial for 3 months - it's going GREAT
Reviewed on 2023/05/08
So far it's going great. I'm moving my operation to Bonsai.
So far it's going great. I'm moving my operation to Bonsai.
Pros
Ease of use, definitely. Everything is right there, intuitive.
Cons
I wish I could add one member for free, instead of 9 usd. I'd like to have a ticketing system. But I'll use a form for it, for now.I wish I could create proposals by just adding the services I've already added to the "Services" tab.
Alternatives Considered
ManyChatReasons for Choosing Bonsai
Almost everything I need in one placeSwitched From
NotionReasons for Switching to Bonsai
You guys gave 3 month for 1 usd/m and I believe I'll be able to pay the subscription. Bonsai will help me streamline my workflow and I hope I'll reach 5k mrr by the end of 3 months- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Shady business practices and terrible customer service
Reviewed on 2024/01/17
Horrible experience, they have their system setup to auto charge you after the trial expires and...
Horrible experience, they have their system setup to auto charge you after the trial expires and don't send any sort of email notifications to let you know you're trial is being paid. Customer service is useless and not helpful. Please check other reviews as t here are plenty of examples from others of cancelling of accounts and holding customer paid funds.
Pros
I wouldn't recommend bonsai to anyone who runs a business
Cons
Shady business practices and terrible customer service
- Industry: Design
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
I finally have time to actually work on my business!
Reviewed on 2024/10/29
Pros
Bonsai has been a game-changer for my freelance business! It's like having a personal assistant that handles all the tedious admin work. The templated contracts save me a lot of time on paperwork, and I love how everything updates automatically when payments come in, or projects move forward. Their automated workflows help me set up when documents and updates get sent to clients. Everything is streamlined, from project management to time tracking, helping me stay profitable. Plus, their customer service is exceptional. Always helpful and responsive when I need them. They listen to my feedback and consider feature requests, making me feel valued as a customer. I can finally focus on what matters: growing my business. Definitely worth the investment!
Cons
As a solo-preneur, taking time to learn new software can be challenging, especially with so many features to explore. But Bonsai has a very intuitive interface, so I got comfortable with everything in just a few days. Worth the effort!
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Perfect for Freelance Web Designers and SEOs
Reviewed on 2023/03/22
Before Bonsai, it was often difficult to get paid by clients. With Bonsai's flexible online payment...
Before Bonsai, it was often difficult to get paid by clients. With Bonsai's flexible online payment options and professional appearance, I usually get paid immediately on sending invoices. Same with proposals: clients love that they can pick and choose from the options I present to them and then we can revisit options later.
Pros
We're a very small shop, but Bonsai makes us look as professional as our larger competitors and helps us manage our proposal development, time tracking and online invoicing without a huge time investment in learning the software.
Cons
When I'm setting up new clients and developing proposals, I don't want to enter the client's real email address initially and accidentally send them something that's not ready for them yet, so I have to go out and create fake email addresses that I use temporarily. Would be great if there were an option to not have to enter emails initially, or if there were a fake email address option built into Bonsai.
Reasons for Switching to Bonsai
It was a good mix of all the functionality I needed at a better price.Bonsai FAQs
Below are some frequently asked questions for Bonsai.Q. What type of pricing plans does Bonsai offer?
Bonsai offers the following pricing plans:
- Starting from: US$9.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of Bonsai?
Bonsai has the following typical customers:
2–10, 11–50, 51–200
Q. What languages does Bonsai support?
Bonsai supports the following languages:
English
Q. Does Bonsai support mobile devices?
Bonsai supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Bonsai integrate with?
Bonsai integrates with the following applications:
Calendly, ClickUp, Gmail, Google Calendar, Google Drive, Google Sheets, HubSpot CRM, QuickBooks Online, Slack, Trello, Xero, Zapier
Q. What level of support does Bonsai offer?
Bonsai offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
Related categories
See all software categories found for Bonsai.
- Contract Management Software
- Task Management Software
- Tax Preparation Software
- Proposal Management Software
- Billing and Invoicing Software
- Time Tracking Software
- Project Planning Software
- Project Tracking Software
- Professional Services Automation Software
- Kanban Tools
- Project Management Software
- Workflow Management Software
- Business Management Software
- Advertising Agency Software
- Legal Calendar Software
- Law Practice Management Software
