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Product
CRM
Proposals
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Scheduling
Forms
Time tracking
Task management
Collaboration
Client portal
Resource management
Budgeting
Invoices
Reports
Expenses
Payments
Use cases
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ONE PLATFORM TO STREAMLINE YOUR ENTIRE BUSINESS

Consolidate your projects, clients and team into one integrated, easy-to-use
platform.
Book demoGet started
Client Management
Project Management
Financial Management

Proposals

Contracts

CRM

Scheduling
Projects

Time tracking

Tasks

Time sheets
Timesheets

Tasks

Invoicing

Payments

Expenses

Reports
Trusted by thousands of agencies and consulting firms

4.9/5 on G2
4.8/5 on Capterra


PROJECT MANAGEMENT


DELIVER PROJECTS ON TIME AND BUDGET

Organize and monitor your project delivery with integrated tools that your team
will love using.
Get started


TASKS

→
Assign, prioritize, estimate and track tasks across projects.
See more



GANTT CHART

→
Turn your tasks into an interactive Gantt chart and project timeline.
See more



TIME TRACKING

→
Track your team's hours, get accurate timesheets and instant reports.
See more



BUDGETS

→
Control and track your budget in real time across projects.
See more



TIMESHEETS

→
Log your team’s hour and get a clear view of where time is spent.
See more



CLIENT PORTAL

→
Share key files and updates with your clients in their branded portal.
See more



REPORTS

→
Follow project progress in real time and course-correct in time.
See more



RESOURCE PLANNING

→
Allocate your team’s time across projects and optimize utilization.
See more




CLIENT MANAGMENT


STREAMLINE YOUR CLIENT WORKFLOW

Everything you need to manage leads, automate your client workflow and provide a
top-notch experience.
Get started


CRM

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DEALS

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PROPOSALS

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CONTRACTS

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RETAINERS

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FORMS

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MEETINGS

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CLIENT PORTAL

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AUTOMATIONS

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FINANCIAL MANAGEMENT


TRACK REVENUE & SIMPLIFY BILLING

Monitor revenue with detailed finance reports. Put billing on autopilot with
recurring payments and retainers.
Get started


INVOICING

→
Create beautiful invoices, send automatic reminders and get paid faster.
See more



PAYMENTS

→
Get paid via credit card or bank deposit in 100+ currencies.
See more



BUDGETS

→
Keep projects under budget and maximize margins.
See more



EXPENSES

→
Log all project expenses as billable, non-billable, reimbursable and more.
See more



FORECASTING REPORT

→
Predict your revenue and plan ahead for growth.
See more



INTEGRATIONS

Sync all your financial data from other apps.
See more



SUBCONTRACTING

Manage and pay subcontractors on projects.
See more


Built for teams delivering client work across industries
4.9

on Capterra
4.8

on G2
Creative & Digital Agencies
Consulting Firms
Professional Services
With Bonsai's project insights, I get a real-time view on our budget and
business financials. It costs me a click, instead of a full-time job.
I calculated saving $150,000 a year.
‍
Read full customer story

Wilian, Founder
Zabal Media
Project management is so much easier with Bonsai. Everyone is on the same page.
Information stays organized from the moment a lead becomes a client and
throughout the project.

‍Read full customer story
Johnny Digges, Owner
Symmetric Design

Bonsai has been a great tool for our business. We wanted to find an all in one
solution that was seamless for clients to use and the team has been a great
resource when we have questions or recommendations!
Makayla Beaudoin, Co-director
Tuuti Agency
With Bonsai, I can manage employees, create contracts, track time, deliver
invoices, and receive payments all in one piece of software. It’s exactly what I
was looking for.
Jacob, Owner
Good Data Studio


WORK SMARTER BY KEEPING EVERYTHING IN ONE PLACE

Get started


INTEGRATIONS

Connect Bonsai to your other tools.



AUTOMATIONS

Save time with automated workflows.



REPORTS

Dive into key KPIs and get clarity on financials.
Discover  →



A PLATFORM BUILT FOR EVERYONE ON THE TEAM

Get started
Owners
Run your business and manage your team in one place.
Operations
Streamline business operations and boost productivity.
Project Managers
Everything you need to lead and deliver projects efficiently.
Employees
Get clarity on your work and track your hours.




Get started in 30 seconds.
Free for 7 days.
Simplify your business operations and consolidate your projects, clients and
team into one integrated, easy-to-use platform.
Get started

PRODUCTS

CRMProposalsContractsSchedulingFormsTime trackingTask managementResource
managementBudgetingInvoicingReportsExpensesPayments
Reviews
Pricing

USE CASES

ConsultingMarketingDesignEngineering & ITArchitectureInterior
DesignAccountingSee all industries
Owners
Project managersOperationsTeam members

RESOURCES

BlogHow to Write a ContractHow to Bill a ClientOnline Signature MakerOnline
Invoice GeneratorUtilization Rate CalculatorSelf-Employed Taxes HubSelf-Employed
Tax DeductionsFreelance Resources
Comparisons
Monday alternatives
ClickUp alternatives
Asana alternatives
Basecamp alternatives
Smartsheet alternatives
Teamwork alternatives
Teamwork vs Bonsai
Productive alternatives
Microsoft Project alternatives
Accelo alternatives
Kantata alternatives
ResourceGuru alternatives
Scoro alternatives
Hubstaff alternatives
FreshBooks alternatives
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Wave vs. QuickBooks
Xero vs. QuickBooks
Stripe alternatives
FreshBooks vs. QuickBooks
HoneyBook alternatives
Dubsado alternatives
Proposify alternatives
Xero alternatives
Calendly alternatives
Acuity Scheduling alternatives
Asana vs Monday
Typeform alternatives
Stripe alternatives
Paperbell vs Honeybook
QuickBooks vs Excel
QuickBooks vs Quicken
Mint alternatives


TEMPLATES

Contracts
Contract templates
Virtual Assistant Contract Template
Free Social Media Contract Template
Free Simple Contract Template
Project Contract Template
Free Online Contract Maker
Free Hourly Rate Contract Template
Free Freelance Contract Template
Web and Graphic Design Contract Template
Client Contract Template
Proposals
Proposals templatesAccounting Request for ProposalBid Proposal
templateCollaboration Proposal templateFree Contractor Proposal templateFree
Creative Proposal templateFree Freelance Proposal TemplateFree Freelance Bid
Proposal TemplateFree Professional Proposal TemplateFree Services Proposal
TemplateFree Simple Proposal TemplateProject Proposal TemplateRetainer Proposal
Agreement Template
Invoices
Invoice templatesInvoice GeneratorFree Basic Invoice TemplateFree Blank Invoice
TemplateFree Contractor Invoice TemplateFree Custom Invoice TemplateFree Invoice
Template for EmailFree Proforma Invoice TemplateFree Retainer Invoice
TemplateFree Word Invoice TemplateFree Work Invoice Template
Forms
Form templatesWebsite Intake FormProject Intake FormFree Portfolio Contact
PageMarketing Client Intake FormComprehensive Client FormClient Intake
FormClient Info FormClient Feedback FormClient Enrollment FormClient Contact
Form TemplateBusiness Intake FormBusiness Client Intake Form
Quotes
Quote templatesBlank Quote TemplateCreative Quotation TemplateEditable Quotation
TemplateFormal Quote TemplateFree Contractor Quote TemplateFree Freelance
Quotation TemplateFree Sample Quotation TemplateFree Service Quote
TemplateOnline Quote TemplateWork Quote Template
Scopes of work
Scopes of work templatesContractor Statement of Work TemplateFree Consultant
Statement of Work TemplateFree Marketing Scope of Work TemplateFree SOW for
Software DevelopmentFree Statement of Work (PDF)Free Statement of Work Contract
TemplateFree Website Development Scope of Work TemplateFreelance Statement of
Work TemplateInterior Design Scope of Work TemplateProject Scope of Work
TemplateRemodel Scope of Work Template
Agreements
Agreement templatesFree Service Agreement TemplateFree Project Management
Agreement templateSample Lawyer Engagement LetterFree Non-Disclosure Agreement
TemplateMaster Service Agreement TemplateFree Independent Contractor Agreement
TemplateConsulting Engagement Letter Sample
Briefs
Brief templates
Free Creative Brief Template (Word)
Free Strategy Brief
Free Social Media Brief Template
Free Project Brief Template
Free Product Brief Template
Free Graphic Design Brief Template
Free Creative Brief Sample
Free Design Brief (with Generator)
Free Consulting Brief
Free Concept Brief Template
Free Client Brief Template
Free Agency Brief Template
Timesheets
Timesheets templatesProject TimesheetMonthly TimesheetWeekly TimesheetExcel
Timesheet

COMPANY

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© 2024 Bonsai Technologies Inc - Bonsai partners with Stripe Payments Company
for money transmission services and account services with funds held at Evolve
Bank & Trust, Member FDIC. Bonsai cards are issued by Celtic Bank. Bonsai is not
a law firm, and does not provide legal services, advice, or representation. Some
product imagery is for illustrative purposes only and the actual product
experience may differ.

*Beyond the 7-day trial, there are no monthly fees and no minimums — usage is
conditioned to being on a Bonsai paid plan, see details here:
https://www.hellobonsai.com/pricing