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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JH
Josh Holt
02/28/23
Wouldn't be able to run my business without it!
I thoroughly enjoy utilizing Bonsai - wouldn't be able to run my business without it!
O
Omar
02/28/23
Great Experience!
I have been using Bonsai for the last 2 years mainly to send contracts and invoices to our design agency clients, integrating payment providers is very easy and I like how I can edit a contract based on the variables for each project, and the team is very quick to respond to any inquiries we have.
ST
Sienny Thio
02/28/23
Bonsai is Irreplaceable!
Bonsai has been my invoicing, contract-signing & time-tracking platform for a very long time (about 3+ years) and has been such a huge time saver. A lot of CRM platforms are complicated and have too many distracting bells and whistles. Bonsai is so straightforward to use, easy to maintain, and just overall a breeze. I can't think of anything better!
DM
Danica Mitchell
02/27/23
The best for my 1-person branding biz
I've been using Bonsai since I started my graphic design + branding biz in 2018 and they've been nothing but fantastic the whole time. They're always improving the product and adding new features based on customer feedback. Their invoicing system makes it so I don't have to hunt down payments, and I love the task integration w/ Google Calendar. I recommend it to every freelancer/consultant/small biz owner I know!
JB
Jake Bartlett
02/26/23
Bonsai is simple and intuitive
Bonsai is simple and intuitive. It has everything I need to run my small business, and nothing I don't need. It's a great and powerful, but lean tool for keeping track of expenses, sending invoices, and making my business feel more professional to my clients.
J
Joey
02/26/23
Bonsai is great for freelancers
Bonsai is great for freelancers. Invoicing, time tracking, and banking all rolled into one place for a reasonable price. I've been using this service for many years and the ease of use is what keeps me sticking around.
ST
Sarah Treich
02/26/23
Bonsai easy to use and looks professional
Very happy with using Bonsai for my retouching company. My invoices are clear and professional, I've been with Bonsai for years and it's consistently gotten better.
FD
Franklin Diaz
02/26/23
Hands Down The Best Tool!
Bonsai is easily the best client manager I've ever used. I can easily create/send proposals, Invoices, and Contracts. I can even create a dashboard for each client to view the project updates In a to-do list. I've recently switched to the tax plan which has been amazing as well. I would recommend bonsai to everyone or at least try it out.
TP
Teresa Pham
02/26/23
Hello Bonsai makes it easy
Hello Bonsai has made it easy for me to run my business, from offering contract templates to a business cash account. It's not overwhelming like other CRMs, yet still provides all the features I need. I like how the team continues to roll out new features and improvements based off user feedback and requests. Please keep it up!
AC
Afton Cuomo
02/26/23
I have used this platform for years
I have used this platform for years! I love it! It saves me so much time and sanity by creating a seamless way to manage all aspects of my back office - seriously great investment.
