Bonsai logo

Bonsai

by Bonsai · Since 2015
No reviews yet
Active1+ countriesCloud
Quick facts
VendorBonsai
Year launched2015
StatusActive
Location2261 Market Street, STE 5896, San Francisco, California 94114, US
Countries served1+
Languages1
Integrations12+
Free tierN/A
Free trialYES
Contact salesYES

About Bonsai

Bonsai is a business management platform for agencies and professional services teams. It combines CRM, project management, time tracking, and invoicing with client portals and reports. Teams can manage proposals and contracts, track budgets, and automate recurring billing. Integrations with accounting and scheduling tools keep operations connected. The platform is designed for scaling service delivery while maintaining visibility into utilization and profitability. Key capabilities: CRM and client management workflows Project tracking with time and budget tools Invoicing, payments, and expense tracking Client portal and document sharing Reporting on utilization and profitability Best for: Agencies and consultants managing client projects.

Bonsai is an all-in-one platform designed to streamline operations for freelancers, agencies, consultancies, and professional services by consolidating client management, project management, and financial management into a single, user-friendly interface. It aims to enhance efficiency and profitability by allowing businesses to manage tasks, invoices, payments, scheduling, and customer relationships in one place. The platform's intuitive design makes it accessible to all team members, from owners to project managers and employees, ensuring that everyone can navigate between different functionalities effortlessly. The user interface of Bonsai is notable for its clarity and ease of use, featuring an interactive Gantt chart for project timelines and a branded client portal for sharing files and updates. Key functionalities include client management tools like CRM, proposals, and contracts, alongside project management features such as task assignments, time tracking, budgeting, and resource planning. Financial management is also a core aspect of the platform, providing invoicing, payment processing in over 100 currencies, expense tracking, and detailed financial reports, enabling users to monitor their revenue and expenditures in real time.

Pros & Cons

Pros
  • All-in-one platform for managing projects, clients, and finances.
  • Wide range of integrations.
  • Suitable for businesses of all sizes.
  • User-friendly interface with powerful features like task management, invoicing, and reports.
Cons
  • Advanced features only available in higher-tier plans.
  • No mention of mobile app-specific functionalities.

Features

Key features

Task and Time Tracking

Manage tasks, track team hours, and generate timesheets for efficient project delivery.

Invoicing & Payments

Generate invoices and manage payments in 100+ currencies.

Client Portal

Branded portal for sharing files and updates with clients.

Resource Planning

Allocate team resources across projects to optimize efficiency.

Budgets

Real-time tracking of project budgets.

Reports

Utilization, capacity, profitability, and productivity reporting.

CRM

Manage client relationships and automate client workflows.

Subcontractor Management

Manage and pay external contractors on projects.

Additional features

Client Management

CRM, proposals, contracts, retainer management, automations.

Project Management

Tasks, Gantt chart, time tracking, budgets, timesheets, resource planning.

Financial Management

Invoicing, payments, expenses, forecasting.

Reports

Customizable financial and project reports.

Client Portal

Branded client space for document sharing and updates.

Integrations

QuickBooks, Calendly, Zapier, Stripe, Xero.

Custom Task Fields

Customization for project management.

Subcontractor Management

Handle payments and tasks for contractors.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Starter
USD 21/mo
billed monthly
Professional
USD 32/mo
billed monthly
Business
USD 66/mo
billed monthly

Countries & Languages

1
Countries served
1
Interface languages
18
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇸🇪SEK🇳🇿NZD🇮🇳INR🇭🇰HKD🇸🇬SGD🇩🇰DKK🇳🇴NOK🇲🇽MXN🇧🇷BRL🇷🇺RUB

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