Bonsai is a unified agency project management tool, simplifying project, client, resource and financial management. Designed to streamline workflows, foster collaboration, keep teams organized and increase agency profitability.
Bonsai
Standard MemberBonsai is a unified agency project management tool, simplifying project, client, resource and financial management. Designed to streamline workflows, foster collaboration, keep teams organized and increase agency profitability.
Entry Level Price:
$ 9
Trial Days: 7
About
Features
CRM
Contracts, Proposals, Scheduling
Client Forms and Surveys
Time Tracking and Billing
Task Management
Project Management
Reporting, Invoicing, File Sharing
Client Portal
Online Payments, Bookkeeping, Taxes, Banking
Free Document Templates
Income and Expense Management
Bonsai Reviews
4.5
All-in-One Functionality & Ease of Use
Unified tool for teams, clients, and operations
Users appreciate Bonsai’s all-in-one approach, combining CRM, project management, invoicing, scheduling, and more in a single, daily-use platform.
Streamlined workflows for freelancers & small teams
Features like time tracking that auto-populates invoices, templates, proposals, and contract tools make Bonsai a true one-stop shop that people rely on daily.
Features, UI & Client Experience
Modern, premium user interface
Reviewers highlight Bonsai’s sleek dashboard, clean client portal, and intuitive messaging/chat tools (when functioning properly).
Flexible financial tools
Users value partial payments, online payment options with pass-through fees, reminders, and interest controls—without needing a full accounting system.
Support, Pricing & Continuous Improvement
Affordable for the feature depth
Many note that Bonsai remains reasonably priced even as their team grows, offering strong value for comprehensive functionality.
Responsive support & ongoing enhancements
Users acknowledge fast customer support and appreciate Bonsai’s “Kaizen” mindset—regular updates, improvements, and new feature rollouts.
Our team has summarized customer reviews to provide you with a concise overview of what people are saying about the tool on various review sites.
Screenshots
