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Bonsai Reviews & Product Details - Page 10

Bonsai Overview

What is Bonsai?

Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform. From contracts, proposals and project management to client billing, revenue tracking and resource management. Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Gantt chart, Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work. Team Time Tracking: Get an instant report of your team's tracked hours with accurate timesheets & see who's over capacity at a glance. Monitor your business's utilization & get clarity on your team's efficiency & profitability. Plan your resources in advance to keep your projects on track and on budget. CRM: Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.

Bonsai Details
Product Website
Discussions
Bonsai Community
Languages Supported
English
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Product Description

Creates, sends, and tracks proposals online


Seller Details
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@bonsaiinc
3,125 Twitter followers
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
Description

Bonsai is a platform designed to simplify and automate the workflow for freelancers and independent contractors. Offering tools for creating contracts, managing proposals, tracking time, and handling invoicing and payments, Bonsai helps freelancers streamline their business operations. With its easy-to-use interface and features like automated reminders and expense tracking, Bonsai allows users to focus on their work while ensuring they stay organized and compliant.


Laure A.
LA
Overview Provided by:

Recent Bonsai Reviews

Braden E.
BE
Braden E.Small-Business (50 or fewer emp.)
5.0 out of 5
"A love hate relationship I love to hate"
Honestly, for the price I'm paying, the product is solid. I've had my gripes with their support team and some of the UI changes they've made over t...
Verified User
A
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Amazing Business Management Tool!"
I enjoy using Bonsai because it has all of the built-in tools and documents I need to run my business on a daily basis which allows me to be able t...
Chelise B.
CB
Chelise B.Small-Business (50 or fewer emp.)
5.0 out of 5
"An excellent tool than is improving over time."
It's incredible to send contracts, proposals, invoices, and forms to clients all in the same platform. I love that Bonsai is a one-stop shop for fr...
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Bonsai Media

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101 Bonsai Reviews

4.3 out of 5
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101 Bonsai Reviews
4.3 out of 5
101 Bonsai Reviews
4.3 out of 5

Bonsai Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for BonsaiQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Non-Profit Organization Management
CN
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

Great UI easy to use created a proposal quickly Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

they do not send you a receipt and keep charging you every month and then did not refund me initially and I had to fight to get my refund. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

Making proposals easy Review collected by and hosted on G2.com.

Shaylee S.
SS
Owner
Information Technology and Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

Bonsai is great at saving you time and is perfect for a newbie freelancer who might not have a great contract or isn't familiar with invoicing and proposals. Bonsai puts everything together for you and all your really need to do is pop in your logo or add some information to their ready to go contract templates.

The interface is really sleek and the program is easy to use for beginners or more experienced business owners. The flexibility of their plans is great, they have a free option if you want to give it a try or don't need a lot of flashy features. The team seems quick to add new features and listen to what people want. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

My major dislike with Bonsai was the fact that I couldn't customize the contract templates they provide. BUT they have changed that and you can now use a blank contract. I do think Bonsai is a bit constricting and you don't have quite as much control as something like Dubsado which let's you build complex forms and workflows. Bonsai excels at simplicity but if you need advanced features you won't find them here. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

Having all your business things in one place is such a life saver and will radically change your business. Being able to send contracts, invoices, proposals, track time, and projects that can all work together and speak together on one website is amazing. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
AI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Seller invite
What do you like best about Bonsai?

We create, send and track online project proposals to potential clients easily. There are many templates and customizing features to make our proposals look professional and we receive feedback on progress of our proposals. We are able to track expenses on project, we get tax estimates and recurring payments are done automatically in the system. Bonsai is also available across platforms so we input data and get insights wherever we are. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Bonsai has so many hidden features that one to make full use of them needs to be trained and it costs us to train our staff. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

In a busy world there is more need of automation software so that we can focus on pressing tasks to increase productivity. Bonsai handles everything on project finances. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

We easily manage projects from online proposal creation, time tracking on a project, invoicing and expense tracking. Most of these are automated in Bonsai. Review collected by and hosted on G2.com.

SB
Illustrator
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

Sure easy and customizable contract for freelancers like me who need the legal protection but don't know how to write a proper contract / don't have the resources to hire a lawyer. Highly recommend and have already recommended multiple times to my students who I teach illustration. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Perhaps there could be a few more questions when building the contract form so that the contract can be a little bit more personalized towards the customers. Is there a mobile app as well? It would be nice to have a mobile application for those who are on the go a lot. How is your customer support? My biggest pet peeve with new companies and start ups is that sometimes if there's a glitch resolving it with customer support is so complicated that I just end up switching the product. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

I highly recommend Bonsai for freelancer and designers starting their careers. I'm teaching a class on illustration and building up a career as a freelancer and I always recommend it to my students. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

It has given me great protection with international clients especially. I have used the contracts I have made with bonsai to secure the client's payment and trust. It really is a great tool for creating good contracts. I haven't used the other features like Invoicing etc, but after my great experience with the contracts part I'm excited to try them as well. Review collected by and hosted on G2.com.

Verified User in Hospitality
UH
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

I love this platform as I like to keep track of how long a project is taking me to complete Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I don't dislike anything about this software, it's great! Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Absolutely recommend, plus you can get started for free! Great if you are starting out. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

To keep accurate time of project timeline as well as to manage projects Review collected by and hosted on G2.com.

Sarah F.
SF
Marketing Manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

I love the entire platform. It encompasses everything you really need to be in business as a freelancer. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I dislike that it won't integrate with my Quickbooks. They should really have more integration options in general. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

Running a Freelance business. I realized Bonsai is an all in one solution that covers everything you can think of. Review collected by and hosted on G2.com.

Verified User in Animation
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

How easy it is to keep track of all my documentation related to projects and clients. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Honestly, not much! Would like venmo integration perhaps! Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

Contracts was a big one. Keeping track of all my invoicing is super helpful too when i have multiple clients. Review collected by and hosted on G2.com.

Verified User in Computer Software
UC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

I like how easy it is to generate quotes, contracts, and invoices. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I wish the money tracking was a bit simpler to use. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

I can easily manage my clients tasks and collect payments. Review collected by and hosted on G2.com.

Verified User in Architecture & Planning
UA
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

Bonsai has helped me organise my work as a freelancer very well, I used to lose track of hours worked and could not find my invoices, now i is all in the same place Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I don't like using the web interface, but I enjoy using it on the iphone app as well as using the integrated mac time tracker. I think there is no need for so many options. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Try the free version and if you like using t it, then switch to the annual plan. That is what I did and I think it was the perfect strategy to find a good freelance managing service! Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

Organising my work as a freelancer Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Bonsai?

Makes handling the legal and financial aspects of freelance work much easier. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Its a bit more expensive that I would like but worth the cost. Review collected by and hosted on G2.com.

What problems is Bonsai solving and how is that benefiting you?

It helps me easily create proposals, contracts, and invoices as well as collect payments. Review collected by and hosted on G2.com.