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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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.
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Audrey
10/23/22
I've used Bonsai for about two years…
I've used Bonsai for about two years for my online copywriting business. It has saved me so much time! Everything from creating proposals to sharing contracts to automatically creating invoices is a huge timesaver for me! Very satisfied with my experience. In addition, they are also coming out with new features to make the experience better like online forms and Bonsai Cash!
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.
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Audrey
10/23/22
I've used Bonsai for about two years…
I've used Bonsai for about two years for my online copywriting business. It has saved me so much time! Everything from creating proposals to sharing contracts to automatically creating invoices is a huge timesaver for me! Very satisfied with my experience. In addition, they are also coming out with new features to make the experience better like online forms and Bonsai Cash!
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
IH
Isaiah Harlee
10/22/22
Excellent platform for managing your…
Excellent platform for managing your business, especially as a freelancer. Been using Hello Bonsai for 2 years now and it has continued to improve with more and better features to automate your business finances. Hands down one of the best all-in-one platforms for business management!
YA
Yehuda Altein
10/22/22
Bonsai is an excellent platform that…
Bonsai is an excellent platform that helps me create and manage my proposals, projects, invoices, and more. It has streamlined the way I do business, allowing me to focus more on getting actual work done and spend a bare minimum on office work. Keep up the amazing service!
YA
Yehuda Altein
10/22/22
Bonsai is an excellent platform that…
Bonsai is an excellent platform that helps me create and manage my proposals, projects, invoices, and more. It has streamlined the way I do business, allowing me to focus more on getting actual work done and spend a bare minimum on office work. Keep up the amazing service!
IH
Isaiah Harlee
10/22/22
Excellent platform for managing your…
Excellent platform for managing your business, especially as a freelancer. Been using Hello Bonsai for 2 years now and it has continued to improve with more and better features to automate your business finances. Hands down one of the best all-in-one platforms for business management!
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
