Bonsai

Bonsai

Bonsai is a client and project management platform designed for freelancers and small businesses, offering tools for CRM, invoicing, and time tracking.

Location: United States
Software Type: Web App

Need help?

We can help you find specialists for Bonsai. Let us connect you with the right experts to assist you.

*User registration required

Are you an expert in Bonsai?

Description

Bonsai is an integrated platform tailored for freelancers and small businesses, streamlining client and project management through a comprehensive suite of tools. It offers functionalities that cater to various aspects of project management, including:

- Client Management (CRM): Manage client relationships effectively, track communications, and maintain records.
- Project Management: Organize tasks, track project progress, and manage team collaboration with ease.
- Financial Management: Handle budgeting, invoicing, and payments seamlessly, ensuring your financial processes are smooth and efficient.
- Templates: Access a wide range of templates for contracts, proposals, invoices, quotes, and scopes of work, simplifying the documentation process.

Bonsai is designed to meet the needs of various professionals across industries, providing tools that enhance productivity and professional interactions. Users can benefit from specialized templates such as freelance contract templates and simple proposal templates, making it easier to formalize agreements and communicate with clients. This versatility positions Bonsai as an essential tool for freelancers and small business owners looking to improve their operational efficiency.

Features

Client Management (CRM)

Helps users manage client relationships and communications effectively.

Project Management

Organizes tasks and tracks project progress to enhance teamwork.

Financial Management

Manages budgeting, invoicing, and payment processing.

Templates

Provides a variety of templates for contracts, proposals, invoices, and quotes.

Time Tracking

Tracks time spent on projects to ensure accurate billing and productivity.

Tags

freelanceproject managementclient managementfinancial tools

Documentation & Support

  • Documentation
  • Support
  • Updates