Best project management tool for our agency
August 09, 2024

Best project management tool for our agency

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Bonsai

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.

Pros

  • Business reporting
  • Client management
  • Automated billing
  • Team time tracking

Cons

  • Client portal - could have more customization
  • 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

Do you think Bonsai delivers good value for the price?

Yes

Are you happy with Bonsai's feature set?

Yes

Did Bonsai live up to sales and marketing promises?

Yes

Did implementation of Bonsai go as expected?

Yes

Would you buy Bonsai again?

Yes

Great for agency workflows. Maybe not suitable for larger companies with over 200 employees

Bonsai Feature Ratings

Task Management
10
Resource Management
10
Gantt Charts
10
Scheduling
10
Workflow Automation
10
Team Collaboration
10
Support for Agile Methodology
10
Support for Waterfall Methodology
10
Document Management
10
Email integration
10
Mobile Access
Not Rated
Timesheet Tracking
10
Budget and Expense Management
10
Quotes/estimates
10
Invoicing
10
Project & financial reporting
10
Integration with accounting software
10

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