Bonsai

Manage client work from the first proposal to the invoice.

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About Bonsai

Bonsai brings client records and project administration into a workspace for freelancers, agencies, and other service businesses. Keep tasks and time entries connected to a project, then use the relevant plan for proposals, contracts, invoices, and client communication. It is useful when client information is scattered across documents, spreadsheets, and email. Basic focuses on tasks, time tracking, projects, and CRM; Essentials adds proposals, contracts, invoices, and a client portal. Higher tiers expand reporting and team controls. A seven-day trial is available. Basic starts at $9 per user per month billed annually, and payment or other service fees may apply separately.

Keep client work organized

Connect client records, projects, tasks, and tracked time in one operational workspace.

Prepare project paperwork

Use the appropriate plan for proposals, contracts, forms, and other client-facing documents.

Follow the billing workflow

Compare invoicing, payment, portal, and reporting access, including any separate transaction charges.

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