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Bonsai Reviews & Product Details - Page 4

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
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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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Catharine C.
CC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

I love the simplicity of the interface & that I can have my invoices & contracts Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Nothing so far! I really like the software Review collected by and hosted on G2.com.

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

Solving the problem of using too many different softwares Review collected by and hosted on G2.com.

JM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

I like the user friendly on both sides, the backend and the client. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Not enough automation options without using a third party. Review collected by and hosted on G2.com.

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

A better place for all client documents and information. Review collected by and hosted on G2.com.

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

The app is particularly interesting because it enables you to collaborate with others, manage your time spent on projects, and create and track assignments. The ability to send invoices with a variety of options and accept payments online via various payment services is another fantastic feature. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The premium packages can be rather expensive, therefore it would be useful if there was a way to customise the programme to meet specific needs. Another drawback for me is the lack of a mobile app. Additionally, Baonsais customer service has consistently disappointed me, which is frustrating given that it is a technology company. Review collected by and hosted on G2.com.

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

when managing tasks and keeping track of billable hours. Ive been able to focus more on my actual work because of it. I and other small business owners have found the resources offered by Bonsai to be quite helpful. Bonsai is a superb business management solution that makes workflow for independent contractors, business owners, and small business owners much simpler. For individuals who value productivity and a smooth workflow, despite its somewhat higher price tag, it is a worthy investment due to the capabilities and resources it provides. Review collected by and hosted on G2.com.

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

I like the template proposals that are offered for each type of project which I can engage in with my accounting clients. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

At the current time, I do not have much I dislike. Review collected by and hosted on G2.com.

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

Streamlining sending proposals to potential leads and keeping track of which potential clients are leads and which are clients Review collected by and hosted on G2.com.

Verified User in Consulting
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Bonsai?

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 to streamline my processes. The set-up process was easy and the customer support team quickly answered my questions. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I would love it if Bonsai would integrate with PayPal! Review collected by and hosted on G2.com.

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

I use Bonsai to manage my projects which has allowed me to streamline my processes. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
CM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

It allows me to manage my proposals, invoices and payments all in one place. I also like that I can manage my services, packaging, contacts. I also think the scheduling too, forms and expense tracking tools are handy as well. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I don't dislike anything but I wish that you could export your contacts and form responses into csv files. Review collected by and hosted on G2.com.

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

It allows me to have all of the key things i need for my business in one place. It definitiely helps me track tasks, contracts, and proposals. Review collected by and hosted on G2.com.

Scott F.
SF
Principal
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

I am a freelancer and do a lot of subcontracting jobs for different companies. Bonsai is the best app I have seen for creating tasks with notes and descriptions, collaborating with other users regarding those tasks, tracking time spent on each task, and then billing the company for said tasks in a hundred different ways. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The only downside is that, depending on what you do, the premium packages can be a bit expensive, and the subscriptions don't let you pick 1 or 2 aspects of the program to use. Review collected by and hosted on G2.com.

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

Bonsai allows me to create and maintain a thorough task lists, collaboratively, with the team of my choosing, and then keep track of billing times down to the second. From there I can invoice said company using dozens of different criteria, send them an invoice, and even get payments online through Stripe or other payment services. Review collected by and hosted on G2.com.

Miguel C.
MC
Web Designer & Developer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

Definitely the contacts, agreements, and form functionality Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

i think it's a little bit restrictive in terms of internal operations and also automation. Review collected by and hosted on G2.com.

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

well with bonsai I can have everything in one place. from scheduling to invoices, contracts, projects management, etc Review collected by and hosted on G2.com.

Verified User in Photography
CP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

Easy and Effective system for sending invoices and contracts. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I dislike the charges for recieving money sooner. Review collected by and hosted on G2.com.

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

One stop shop for accounting, contracts and invoices. Review collected by and hosted on G2.com.

Verified User in Design
UD
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

Front end seemed great, was so pleased to set everything up and get rolling. Then the wheels started to come off. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

My first transfer of funds from my client was held by Bonsai for 7 biz days. (ok I guess...it's in their policy) Then my next TWO client transfers were held up for an additional 7 BUSINESS DAYS before being deposited to me. (I do not as of writing this have access to the $$. I have set everything up correctly in my account, set up biz banking, been verified, etc. This is fraud and equivalent to what the large banks have done. Floating in $$ and collecting interest. I tried to bring this up with customer service twice and was given a generic, unhelpful response. Each response took almost a full day. In addition, my banking card never arrived and I was never able to set up my external account with micro deposits. I finally connected it today via a diff method. All in all I've had a TERRIBLE experience and my funds are still held hostage by Bonsai. Just awful. Buyer beware. Review collected by and hosted on G2.com.

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

n/a Review collected by and hosted on G2.com.

Response from Laure Albouy of Bonsai

Thank you for taking the time to share your experience. We're sorry to hear that we didn't meet your expectations with the payout speed.

It does take a bit longer for the first few payments to process, which we never want to come as a surprise - we provide messaging within Bonsai and in our help center to explain payment schedules and processing time.

Our Support team strives to respond within a day, and we’ll be working to improve how we explain certain payment details to our customers based off your feedback.

We can also help reorder the card on your behalf - just reach back out to support@hellobonsai.com so that we can assist further.