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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VT
V the Freelance Writer/Editor
10/24/22
Intuitive, reliable, and fully customizable tool for invoices, proposals, and contracts!
The first thing I fell in love with when using Bonsai is just how intuitive it is. I could start using it right away just by exploring the tool; I didn't need to read their blog or watch tutorials to figure it out. I also love just how granular the customizations go with proposals, contracts, and invoices. I can have different settings for different clients, and I can also make individual changes to specific invoices. The payouts have been consistent, and my clients have said they like ...
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BH
Brooke Hoyt
10/24/22
Bonsai = The Best!
Bonsai has made invoicing, contracting, and keeping track of clients a breeze! As a virtual assistant, I'm completely at the mercy of Bonsai for all of my own invoicing and contract building, and utilize it with clients as well!
G
GC
10/23/22
Perfect software
Been using them for several years now and still very good!
G
GC
10/23/22
Perfect software
Been using them for several years now and still very good!
S
sam
10/23/22
I've tracked my freelance projects on…
I've tracked my freelance projects on Bonsai for about a year, and it is the best platform by far. The time tracking & invoice creation features streamline my process so much! I recommend Bonsai to all of my freelancing friends.
LG
Laura Greenland
10/23/22
Great CRM for online businesses.
I really love using Bonsai for my coaching business. It's given me a great hub for my brand, and I find it super simple to use. I would really recommend it for anyone who is after an easy-to-use CRM system without the hassle of complicated setups.
S
sam
10/23/22
I've tracked my freelance projects on…
I've tracked my freelance projects on Bonsai for about a year, and it is the best platform by far. The time tracking & invoice creation features streamline my process so much! I recommend Bonsai to all of my freelancing friends.
SB
Sarah Barradell
10/23/22
Two years of happy invoices!
I've been using Bonsai for the past two years as a self-employed marketing consultant, and it's spot on. I can create a branded invoice in seconds, send it, and Bonsai sorts all the automated reminders for me. I love it because it's easy to use... and my clients love it because it's easy to use. Would definitely recommend.
KF
Kaitlyn Fitzgerald
10/23/22
Bonsai is ideal for freelancers and…
Bonsai is ideal for freelancers and small, growing businesses. It's served us so well in our first years of growth offering everything from bookkeeping capability to taxes to project management to contracting. Bonsai is a one-stop-shop
CC
Caleb Critz
10/23/22
Great Platform for Invoice & Subscriptions!
Our web agency has been using Bonsai for almost 2 years now. I really like how easy it is to create proposals and contracts to send to clients. Probably our favorite feature that we haven't seen anywhere else is the ability to edit subscriptions without having to cancel them or have the client update something on their end.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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