8.4
Spot Score
Efficiently manage your small business finances.
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Bonsai is a highly effective and streamlined platform tailored specifically for freelancers, creative agencies, and small business owners. Its greatest strength lies in its all-in-one functionality, allowing users to manage proposals, contracts, project timelines, invoicing, time tracking, and even bookkeeping within a cohesive and user-friendly interface. Many ...Read more
Purpose-built for freelancers and creative agencies, streamlining client lifecycle tasks like proposals, contracts, invoicing, and payments.
Extremely easy to use, making it suitable for both beginners and seasoned professionals.
Consolidates essential tools like time tracking, task management, accounting, and client communication into one platform, saving time and increasing efficiency.
Automation features like reminders and templates reduce manual effort and errors, boosting productivity significantly.
The abundance of features can overwhelm new users, requiring time to explore and fully understand.
Some features might require upgrades or changes in subscription plans, which may not always be transparent upfront.
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RG
Rob Gerber
10/12/23
Great customer service all around
Date of experience: October 13, 2023
MM
Maria McKenty
09/03/23
Great program
Great program! Having proposals, time tracking, tasks, projects, and invoicing all together saves time switching between tasks and helps keep me organized as a freelance landscape designer. The customer service is prompt and excellent.
A
Alan
08/30/23
Easy-to-use interface + Great Customer Service!
A mistake I made when signing up for Bonsai cash was painlessly resolved by Olivia from Bonsai. Great customer service and an easy-to-use interface gives me confidence I made the right choice choosing Bonsai for my client management platform!
AH
Amber Humphries
08/20/23
Simple and COMPLETE
I searched SO MANY CRMs. I just wanted something simple but complete. Bonsai was the ONLY CRM I found that had just the tools I needed. The form templates were a happy surprise. So glad I found Bonsai!
A
Alex
08/03/23
Perfect Solution for Freelancers
Bonsai has totally streamlined my freelance business. As a designer and photographer, I send out tons of proposals, contracts, and invoices. It's been such a relief to have one platform to manage everything from client intake, to hours and accounting. After over 5 years of use, I can definitely say this was the right choice.
TW
THE WALL. ■ COMMUNICATIONS
08/01/23
Great platform
Great platform, minimalistic ui, great for workflow!
DG
Danielle Grossman
07/27/23
A must use software for managing your business and getting paid quickly
I've been using Bonsai for a while now. As a small consulting firm, this software really helps me from proposal to payment. It makes it so easy to manage multiple clients, multiple projects, and multiple invoices. The automation and templates give me back so much time!
SF
Seipua Finau
07/27/23
Very easy to set up
Very easy to set up, straight forward, and subscription services includes other useful services as well, such as taxes and bookkeeping.
EP
Evan Patterson
06/28/23
Bonsai's team is very good at helping
Bonsai's team is very good at helping. Sometimes you have to wait a day or two for help, but when they do, they're quick and effective as well as polite and professional.
ML
Matt L
05/30/23
"Time saving, simple and efficient"
What do you like best about Bonsai? I love the proposal templates, and being able to keep track of all my documents. What do you dislike about Bonsai?
