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Bonsai features

Simplify operations, enhance productivity, and boost efficiency.

• Expense tracking

  Bonsai allows you to track business expenses directly within the platform. This feature helps in maintaining an organized record for financial management and tax filing.

• Time tracking

  Bonsai includes a built-in time tracking tool that helps freelancers accurately log hours spent on projects. This feature facilitates seamless billing and ensures transparency with clients.

• Client CRM

  Manage client relationships effectively with Bonsai’s CRM tools. Track interactions, store contact information, and manage client communications in one centralized location.

• Contract management

  With Bonsai, you can create, send, and manage legally binding contracts. The platform offers pre-vetted templates that are customizable to fit specific project requirements and ensure protection.

• Proposal creation

  Bonsai helps freelancers quickly generate professional proposals using customizable templates, enabling a streamlined process to impress clients and secure projects efficiently.

• Financial reporting

  Generate comprehensive financial reports with Bonsai to analyze your business performance. This feature helps in understanding revenue streams, expenses, and overall financial health, aiding in strategic planning.

• Invoicing system

  Bonsai automates the invoicing process, allowing freelancers to generate and send detailed invoices directly from the platform. It supports multiple currencies and integrates with various payment gateways.

• Project management

  Organize your projects with Bonsai’s project management tools. Set milestones, track progress, and collaborate with clients and team members to ensure timely and organized project completion.

• Alex Thompson

  All-in-One Business Solution

  Running a small business requires juggling many tasks, and Bonsai has been pivotal in helping me manage them all. From sending proposals to managing client relationships in the CRM, Bonsai covers everything. The platform’s ability to integrate these tools smoothly means I spend less time on paperwork and more on growing my business. Last week, I drafted and sent a proposal in under an hour, which used to take me a day before I had Bonsai.

  August 5, 2024

• Sarah Lee

  Comprehensive Time Tracking

  Bonsai’s time tracking feature has transformed how I log hours for projects. It’s integrated directly into the platform, so I can start and stop timers as I switch tasks. This feature not only helps me bill accurately but also provides insights into how I spend my time, which improves my productivity. For a recent complex software development project, being able to show detailed time logs to my client increased their trust and satisfaction with my services.

  July 30, 2024

• Mark Jensen

  Streamlined Invoicing System

  As a consultant, managing invoices used to be a hassle until I started using Bonsai. The invoicing tool allows me to create and send invoices in a few clicks, and I can track when they’re opened and paid. Recently, I had multiple projects ending at the same time, and Bonsai’s feature to set up recurring invoices was a lifesaver. It even handles currency conversions, which is essential for my international clients.

  July 23, 2024

• Emily Carter

  Effortless Contract Management

  Bonsai has simplified the way I handle my client contracts immensely. The ability to draft, send, and sign contracts directly within the platform has saved me hours of administrative work. Just last month, I secured a major client, and the seamless contract management process in Bonsai helped me make a professional impression right from the start. The automated reminders for contract renewals and expirations keep me proactive and organized.

  July 18, 2024

Bonsai: Pros & Cons