TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Bonsai by Zoom

    Score9 out of 10
    N/ABonsai, from Zoom, is a project management tool designed for agencies, consultancies, and professional service providers. It enhances project, client, and financial management with features like task management, team collaboration, and revenue tracking.

    $15

    per month 1 user (+$10 for each additional user)

    Whelm

    N/A
    Small Businesses (1-50 employees)
    Whelm is a suite of free tools built specifically for freelancers. Whelms boasts a Media Review Tool and a client management CRM, all in one platform. Features include: work-in-progress media reviews, invoicing, digital contracts, eSignatures, and project management. Whelm is presented as an ideal solution for freelancers who are price-conscious and looking for tools to make a full-time career as a freelancer more attainable.

    $0

    Forever per user

    Pricing
    Bonsai by ZoomWhelm
    Editions & Modules
    Starter
    $25
    per month 1 user (+$10 for each additional user)
    Professional
    $39
    per month 1 user (+$10 for each additional user)
    Business
    $79
    per month 1 user (+$10 for each additional user)
    Scale
    Custom pricing
    per month
    Free Forever
    $0
    No end-date per user
    Pro
    $18
    per month per user
    Offerings
    Pricing Offerings
    Bonsai by ZoomWhelm
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsDiscount available for annual pricing.
    More Pricing Information
    Features
    Bonsai by ZoomWhelm
    Project Management
    Comparison of Project Management features of Bonsai by Zoom and Whelm
    Feature
    Bonsai by Zoom
    10.0
    1 Ratings
    26% above category average
    Whelm
    -
    Ratings
    Task Management10.01 Ratings00 Ratings
    Resource Management10.01 Ratings00 Ratings
    Gantt Charts10.01 Ratings00 Ratings
    Scheduling10.01 Ratings00 Ratings
    Workflow Automation10.01 Ratings00 Ratings
    Team Collaboration10.01 Ratings00 Ratings
    Support for Agile Methodology10.01 Ratings00 Ratings
    Support for Waterfall Methodology10.01 Ratings00 Ratings
    Document Management10.01 Ratings00 Ratings
    Email integration10.01 Ratings00 Ratings
    Timesheet Tracking10.01 Ratings00 Ratings
    Budget and Expense Management10.01 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Bonsai by Zoom and Whelm
    Feature
    Bonsai by Zoom
    10.0
    1 Ratings
    26% above category average
    Whelm
    -
    Ratings
    Quotes/estimates10.01 Ratings00 Ratings
    Invoicing10.01 Ratings00 Ratings
    Project & financial reporting10.01 Ratings00 Ratings
    Integration with accounting software10.01 Ratings00 Ratings
    Best Alternatives
    Bonsai by ZoomWhelm
    Small Businesses
    Any.do
    Score8 out of 10
    No answers on this topic
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    No answers on this topic
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Bonsai by ZoomWhelm
    Likelihood to Recommend
    10.0
    (1 ratings)
    -
    (0 ratings)
    Usability
    10.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Bonsai by ZoomWhelm
    Likelihood to Recommend
    Zoom
    Great for agency workflows. Maybe not suitable for larger companies with over 200 employees
    Read full review
    Whelm
    No answers on this topic
    Pros
    Zoom
    • Business reporting
    • Client management
    • Automated billing
    • Team time tracking
    Read full review
    Whelm
    No answers on this topic
    Cons
    Zoom
    • Client portal - could have more customization
    Read full review
    Whelm
    No answers on this topic
    Usability
    Zoom
    It's very easy to use even for non tech savvy people and their interface is very intuitive
    Read full review
    Whelm
    No answers on this topic
    Alternatives Considered
    Zoom
    Read full review
    Whelm
    No answers on this topic
    Return on Investment
    Zoom
    • It made our daily operations way more efficient and simplified the overall project management process and working with clients.
    Read full review
    Whelm
    No answers on this topic
    ScreenShots

    Whelm Screenshots

    Screenshot of Media Review Tool – write comments and draw on videos, PDFs, audio files, and images.Screenshot of Media Review Tool – read through asynchronous, time-stamped reviews from clients and colleaguesScreenshot of Legal Contracts Template Library – Whelm's templates can be used or a contract can be created and sent off for a signature with one clickScreenshot of Project Management – multiple ongoing projects can be managed at once with the included simple, lightweight project management toolScreenshot of Digital Invoicing – custom-branded invoices can be sent to clients to get paid safely and securely. Multiple currencies available.Screenshot of eSignatures – let clients sign documents and contracts with a digital signature, which works on any electronic device.