Bonsai
hellobonsai.comSummary
Ask questionsBonsai is an all-in-one business management platform designed for freelancers and agencies. It provides tools for creating and sending proposals, managing clients, tracking projects, invoicing, and handling financial aspects of a business.
Features0/18
See allNo common features found
PricingSubscription
See allBasic
- Time tracking
- Task management
- Unlimited projects
- CRM
- Service library
- iOS & Android app
- Unlimited clients
Essentials
- Everything in Basic
- Invoices & Payments
- Proposals & Contracts
- All templates
- Forms & Questionnaires
- Scheduling
- Client portal
- Expense tracking
- Income tracking
Premium
- Everything in Essentials
- Project insights
- Workload management
- Gantt view
- Custom fields & properties
- Client tasks & messaging
- Profit & Productivity reports
- Remove Bonsai branding
- Integrations (QuickBooks, Zapier, Calendly, Google)
Elite
- Everything in Premium
- Custom permissions
- Request management
- Timesheet locking
- Add markup to expenses
- Hubspot integration
- Xero integration
- Custom data import
- Dedicated onboarding
- 3 users minimum
Rationale
Bonsai is a business management platform for freelancers and agencies, offering tools for proposals, contracts, invoicing, project management, and client management. While it offers proposal templates and the ability to create 'on-brand' proposals, it does not provide features related to brand guideline management or centralized storage of brand assets like logos, colors, and typography for consistent brand usage across different materials. Its focus is on business operations rather than brand identity management.
