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Bonsai

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Software Status:Active

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 Details

Vendor
Bonsai
Year Launched
2015
Location
2261 Market Street, STE 5896, San Francisco, California 94114, US
Deployment
cloud
Training Options
documentation, videos, live online
Countries Served
All Countries.
Languages
English
Users
Architecture Professionals, Small Business Owners, Lawyers, Coaches, Accountants, Freelancers, Legal Professionals, Project Managers.
Industries Served
Creative and Digital Agencies, Consulting Firms, Professional Services, Architecture, Interior Design, Marketing, Engineering & IT, Accounting
Tags
Appointment Scheduling, Architecture, Billing and Invoicing, Business Management, Coaching, Contract Management, CRM, Expense Report, Forms Automation, Law Practice Management, Legal Billing, Legal Calendar, Task Management, Tax Preparation, Time and Expense, Time Clock, Time Tracking, Scheduling, Shopping Cart, Small Business CRM, Proposal Management

Bonsai's In-App Market Place

Does Bonsai have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

NA

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (Fr), CNY (¥), SEK (kr), NZD ($), INR (₹), HKD ($), SGD ($), DKK (kr), NOK (kr), MXN ($), BRL (R$), RUB (₽)

Pros & Cons

  • 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.
  • Advanced features only available in higher-tier plans.
  • No mention of mobile app-specific functionalities.

Bonsai's Support Options

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