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Bonsai

Bonsai

Starting at $25 per month 1 user (+$10 for each additional user)
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Overview

What is Bonsai?

Bonsai is a complete 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.

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Learn from top reviewers

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Pricing

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Starter

$25

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

Professional

$39

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

Business

$79

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

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.hellobonsai.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month 1 user (+$10 for each additional user)
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Product Details

What is Bonsai?

Bonsai is a platform for digital agencies, consultancies, and professional service providers. This platform serves as a holistic solution, offering businesses a complete and real-time view of their operations. By centralizing business functions, Bonsai simplifies operations and integrates projects, clients, and team management into a single platform.


The platform encompasses a variety of tools and features to support business management. From drafting contracts and proposals to managing projects, Bonsai streamlines these processes to enhance productivity and efficiency. Additionally, it includes client billing and revenue tracking to ensure financial aspects are meticulously managed.


Bonsai also offers reporting capabilities. These reports provide insights into performance metrics and operational data, aiding in strategic decision-making. Resource planning and allocation are also integral features of Bonsai, enabling businesses to optimize their workforce and manage resources effectively, ensuring that the right personnel are assigned to appropriate projects at the right time. Through these extensive functionalities, Bonsai ensures that it covers every aspect needed to manage and grow a service-based business efficiently.

Bonsai Features

Project Management Features

  • Supported: Task Management
  • Supported: Resource Management
  • Supported: Gantt Charts
  • Supported: Scheduling
  • Supported: Workflow Automation
  • Supported: Team Collaboration
  • Supported: Support for Agile Methodology
  • Supported: Support for Waterfall Methodology
  • Supported: Document Management
  • Supported: Email integration
  • Supported: Mobile Access
  • Supported: Timesheet Tracking
  • Supported: Budget and Expense Management

Professional Services Automation Features

  • Supported: Quotes/estimates
  • Supported: Invoicing
  • Supported: Project & financial reporting
  • Supported: Integration with accounting software

Bonsai Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported LanguagesEnglish

Frequently Asked Questions

Bonsai is a complete 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.

Bonsai starts at $25.

Teamwork.com, ClickUp, and monday.com are common alternatives for Bonsai.

The most common users of Bonsai are from Small Businesses (1-50 employees).
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Comparisons

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Reviews From Top Reviewers

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Bonsai is an all-in-one platform that helps freelancers streamline their workflow, manage their time, and stay organized. With Bonsai's automation and invoicing features, users can easily track their clients and projects, get paid faster, and simplify their tax preparation. The platform's customizable contracts and agreements help users create professional-looking proposals that can increase their chances of winning gigs.

Users appreciate the ease with which they can send and sign contracts, create proposals, track time, and manage projects all in one place. By doing so, they save time and have greater control over their billing. With Bonsai's protection for international clients, users can rest assured that their contracts are comprehensive and secure.

The platform's presentation and professional look help freelancers stand out to their clients and increase their professionalism. Automatic reminders ensure that deadlines are met while the ability to monitor expenses simplifies tax-season bookkeeping. Overall, Bonsai enables users to focus on what they do best: creating great work while leaving administrative tasks to the software.

User-friendly platform: Many reviewers have praised Bonsai for its well-designed and user-friendly platform, making it easy to manage finances, invoices, contracts and track time. Users appreciate the software's simplicity and ease of use, stating that it makes their freelance process streamlined and efficient.

Templates for documents: A significant number of users have appreciated Bonsai's variety of templates for proposals, contracts, and invoices. The pre-packaged documents save freelancers time while maintaining a uniform look across all their documentation. This feature is especially valuable to new freelancers who may not have experience creating these types of documents.

All-in-one solution: Multiple reviews highlight that Bonsai has everything needed to run a service-based business in one place - invoicing, time tracking, accounting/tax estimates, proposals/contracts creation- which eliminates the need to juggle multiple software solutions. Additionally, unlimited client capacity means some freelancers can save on costs as other platforms charge per-client fees.

Cost: Users have expressed that the cost of Bonsai is high compared to other options. Some users felt that they did not get a good value for the price they paid.

Customer Service: Several reviewers have reported negative experiences with customer service, describing it as unhelpful and passive-aggressive.

Limited Functionality: The software's functionality has been criticized by some users who feel that it lacks advanced features compared to other options. In particular, invoicing functionality was limited to Stripe and PayPal, which may not be preferred by all users.

Users of Bonsai have made several recommendations based on their experience with the platform. Firstly, users highly recommend exploring all of the features that Bonsai has to offer. They emphasize that Bonsai is a great resource for sending and keeping track of documents, highlighting its effectiveness in streamlining business workflows and document management.

Secondly, users suggest trying Bonsai, especially for freelancers and those starting out in business. They find it particularly useful for independent contractors who need contracts and invoicing. This indicates that Bonsai caters well to the specific needs of freelancers and individuals entering the business world.

Lastly, users highly recommend Bonsai specifically for freelancers and designers who are starting their careers. This endorsement suggests that Bonsai provides valuable tools and support to help these professionals navigate their freelance journey successfully.

In addition, users advise trying the free version of Bonsai before committing to the annual plan. This recommendation allows users to evaluate how well Bonsai aligns with their needs and preferences before making a financial commitment.

Overall, Bonsai receives positive feedback from its users who recommend exploring its features, trying it as a resource for various business needs, and considering it as a valuable tool for freelancers and designers starting their careers.

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Best project management tool for our agency

Rating: 10 out of 10
August 09, 2024
Vetted Review
Verified User
Bonsai
3 years of experience
As an agency of over 15+ professionals, Bonsai has transformed our workflow. We started using them when we were only 2 people on the team, and we used Bonsai only for a few features at the beginning (proposals, contracts and invoicing).

But as our team grew to nearly 20 people now, we started needing more features, and surprisingly, Bonsai grew as well and launched the features we needed like project management, budgeting, team resource planning and business profitability overview. It made our daily operations way more efficient and simplified the overall project management process and working with clients.

We also tested a few other tools in the meantime but Bonsai was the only one that hit the sweet spot of ease of use and a comprehensive list of features that seem to be specifically built for agency workflows.

Additionally, the customer support is top-notch, always responsive and knowledgeable.
  • Business reporting
  • Client management
  • Automated billing
  • Team time tracking
Cons
  • Client portal - could have more customization
Great for agency workflows. Maybe not suitable for larger companies with over 200 employees
Project Management (13)
92.30769230769229%
9.2
Task Management
100%
10.0
Resource Management
100%
10.0
Gantt Charts
100%
10.0
Scheduling
100%
10.0
Workflow Automation
100%
10.0
Team Collaboration
100%
10.0
Support for Agile Methodology
100%
10.0
Support for Waterfall Methodology
100%
10.0
Document Management
100%
10.0
Email integration
100%
10.0
Mobile Access
N/A
N/A
Timesheet Tracking
100%
10.0
Budget and Expense Management
100%
10.0
Professional Services Automation (4)
100%
10.0
Quotes/estimates
100%
10.0
Invoicing
100%
10.0
Project & financial reporting
100%
10.0
Integration with accounting software
100%
10.0
  • It made our daily operations way more efficient and simplified the overall project management process and working with clients.
It's very easy to use even for non tech savvy people and their interface is very intuitive
Notion
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