Bonsai

About Bonsai

Bonsai is an all-in-one product suite that enables users to quit all kinds of paperwork and completely focus on their tasks. In fact, this product suite has everything that one needs for running their freelancing business effortlessly. The automated and integrated design of the software enables users to carry on with their day-to-day business operations by managing tasks efficiently like a pro. The software runs on a user-friendly interface that enables users to organize their tasks and projects. One can manage all the proposals, contracts, invoices, tasks, projects, expenses, taxes, and accounting operations neatly in one place. Users can craft structured proposals, determine clear estimates and close deals faster. Apart from this, users can even manage their clients and the ongoing projects all at the same place. Besides, they can organize documents, files, look into payments and get e-signatures on contracts without any hassle. Bonsai enables freelancers and agencies to protect their business by answering a few simple questions for generating attractive contract templates. After one hits on ‘Send’, his/her contract will be e-signed automatically within minutes. Users can track time for each of their projects and tasks, thus being able to manage their projects in a more structured manner.

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Pricing

Free Trial Available
Starts at $17.0.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

93%
Reviews

81%
Momentum

65%
Popularity

84%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

24/7 (Live rep), Online

Bonsai Awards

# 14 Most Popular Software Business Management Software
Q2 2021

Bonsai Features

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Business Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

93%

Marketing Management

Documents, tracks and also helps to access all data pertaining to the marketing department

Employee Management

Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Scheduling

Manages and helps to prepare schedules in an appropriate and timely manner

Vendor Management

Helps to manage necessary data concerning vendors and allows easy access

Performance Metrics

Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Financial Management

Handles functions like management of cash and utilisation of funds

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Purchasing

Acquiring goods or services required for the business at minimal cost

Bonsai Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Starter $17.00 $24.00 per month

Ideal for freelancers and contractors just starting out.

Features

All Templates
Unlimited Clients & Projects
Invoicing & Payments
Proposal & Contracts
Scheduling
Tasks & Time Tracking
Client CRM
Forms & Questionnaires
Expense Tracking
Up to 5 Project Collaborators

Add-ons

Collaborators: Free
Partners: $9 per Month
Tax Assistant: $10 per Month

Professional $32.00 $39.00 per month

Everything a growing independent business needs to thrive

Features

Includes features of Starter plan, plus
Remove Bonsai Branding
Workflow Automations
Branded Client Portal
Unlimited Scheduling events
QuickBooks Integration
Calendly Integration
Zapier Integration
Up to 15 Project Collaborators
Includes features of Add-ons

Business $52.00 $79.00 per month

The perfect package for small businesses and agencies.

Features

Includes features of Professional plan, plus
Subcontractor Management
Hiring Agreement Templates (1099 contractors)
Subcontractor Onboarding
Talent Pool
3 Team Seats additional seats $9/month
Unlimited Subcontractors
Unlimited Project Collaborators
Includes features of Add-ons

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 25/08/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Bonsai Pricing.