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Bonsai Reviews & Product Details - Page 7

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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G2 reviews are authentic and verified.
Spenser W.
SW
Creative Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

The time tracking has been great for providing detailed timesheets to clients. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The only thing I would change would be all the different add-ons. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

It's a great starter tool for getting into freelancing and managing your clients. Review collected by and hosted on G2.com.

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

I've used Bonsai for creating contracts, invoices, and tracking time for clients. It's a great one-stop shop. Review collected by and hosted on G2.com.

John L.
JL
Web Developer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

Bonasi makes it incredibly easy to create, edit, and send proposals and contracts. What would have taken me countless hours of research, copying and pasting from other online sources, took mere minutes with their easy to use contract templates. The overall UI is clean and simplified making it easy for me to see what payments I have due and what contracts and other documents need signing. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The automation is fairly basic compared with other similar software like HoneyBook. Not that I need too much automation as I only have a few clients, but that type of functionality would be nice in future updates. I also don't like that the forms option is restricted to the top payment tier. Review collected by and hosted on G2.com.

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

It's helping me streamline and simplify proposals and contracts that I send to my clients. It helps me see everything in one place which makes my life so much easier as a freelancer just starting out! Review collected by and hosted on G2.com.

Simon D.
SD
Brand & Web Designer/Strategist
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

Bonsai is so complete when it comes to all the project management, invoicing, and accounting. I love to use it and have an overview of my performance all at once. It's a powerful tool I recommend to everyone. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Sometimes it can be a bit hard to edit the information the way I would like to, but it remains marginal. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Give it a try for a month, it's not that expensive and then you will see how indispensable it becomes for your business. Review collected by and hosted on G2.com.

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

Bonsai is helping me get the work done faster. Communication with the client when it comes to proposals, contracts, and invoicing is so much easier. I love the fact that you can automatize some tasks. And one of the great benefits is that it looks professional all the way. Review collected by and hosted on G2.com.

Ale M.
AM
Graphic Designar and CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Bonsai?

I have only been using bonsai for three weeks now, and it has helped me organize my business way faster! I cannot believe that ORGANIZATION was one bonsai away! Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I would love to have more automation options. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Trust the app.... you may sometimes think that you don't need everything that Bonsai offers, BUT YOU DO! Review collected by and hosted on G2.com.

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

MORE FREE TIME!!!! I get to have more time for my family and me because I keep track of everything faster than having like three programs with me to make everything that I do here Review collected by and hosted on G2.com.

Erika S.
ES
Marketing Director
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 that I get to organize different tasks with different clients on different projects in ONE PLACE! That's awesome! Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I hate that I cannot export my time tracking. I have to take a screenshot to show my clients my tracked time. I would love to be able to export them in a PDF or spreadsheet file for any other purpose that I may need it. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

It's definitely worth it. If you easily lose track of your clients, your business, the time you put in, your accounting. Bonsai is the way to go! Review collected by and hosted on G2.com.

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

Staying on top of everything is something Bonsai has definitely helped me with. I realized that I needed a tool to do that and not just an ordinary spreadsheet or notes. Review collected by and hosted on G2.com.

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

Bonsai is the most intuitive freelance tool I've ever used. I've used all the different freelancing tools out there from Quickbooks, AndCo, Square, Due, Invoicely, etc. and none compare to how feature-packed Bonsai is. It has all the features you would need to have a service-based business, including invoicing, time tracking, proposals, contracts, accounting (+tax estimates). It's the best tool for a Sole Proprietor by far without having to pay the annoying fees their competitors charge. It keeps me extremely organized. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I wish there were more support for non-Sole Proprietor users. I genuinely love using this tool, from the UI to all the different features, but the fact that if I scale my business, I'll eventually need to migrate off this to a more enterprise-supported tool like Quickbooks is unfortunate Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

If you are just starting out or early in your business, give Bonsai a try, you won't regret it. It's easily the one-stop shop to run your entire business without the added fees the competitor's charge. Review collected by and hosted on G2.com.

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

I originally found Bonsai because I needed a tool to invoice my clients. I was new to starting my business, so doing this easy and fast was a priority of mine. When I signed up with Bonsai, I found that not only do they handle the invoicing, but they have a complete workflow for leads built-in. You can input a lead as a company and create multiple proposals, contracts, and invoices all under the umbrella so that you can manage multiple agreements and contracts. All of which is fully customizable, and their latest features allow you to automate the steps. Review collected by and hosted on G2.com.

Catharine K.
CK
Social Media Marketing Coach / Content Creator / Owner of Broken Record Social
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

It's affordable for a small freelancer (annual discount). Makes me look professional and sophisticated while working in my pajamas on my laptop. Keeps all my client contracts, forms and invoices in one place. I can use my own logo. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I wish they offered different font selections for signing the contract. That's the only thing I don't like! Everything else is AMAZING! (They did add TONS of font options for contracts, maybe they will add new fonts for Signatures also.) Review collected by and hosted on G2.com.

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

When I started freelancing, I was using 3-4 different platforms/applications to onboard and manage my clients. Venmo, Google Forms, MS Word - it was a mess! And a maze. I had to make myself a flow chart so I didn't get confused lol, imagine how my clients felt. Now everything is all in one place and has my logo on it. I love that it presents a professional, integrated look to my clients and it streamlines everything for me as well. Massive win-win! I also love that clients can pay their invoices directly within the invoice and I don't have to also have Quickbooks. Review collected by and hosted on G2.com.

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

Bonsai is a straightforward and effective piece of software - I loved how simple they kept it and how easy it was for me to navigate through the system.

It offers an invoice system, a way to store your client information, add projects, which is every freelancer or agency's dream.

With the invoice system, you can invoice your clients in almost one click.

If you want to be paid hourly, they have a time tracking software with a timer and a way to manually add hours.

Finally they have a task system, which provides a straightforward way to organize your projects. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I liked everything. However, what really needs to be added is a way to support more payment methods; Payoneer and Transferwise (Wise) are good examples; I sadly don't have Paypal or Stripe to test the Payments feature. Review collected by and hosted on G2.com.

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

I am not a very organized person, I admit it. However, with Bonsai's UI design, I felt delighted when I added the list of my clients. Bonsai has an elegant dashboard that gives you an overview of how your business is doing and which invoices need to be paid.

As a co-founder of an Agency, I wanted a simple way for my other co-founders to see everything going on the agency, I was able to do that with Bonsai. Review collected by and hosted on G2.com.

JM
Graphic Designer
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 that I can send out proposals, you can see when a client has viewed and accepted it and it automatically has an invoice for it.

Super handy and i can track all my projects. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

That i cant just send out quotes on it, I have to do a project and send out a proposal from there. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

If you are after something similar to dubsado and less confusing, go with this.

This is far more practical and easier for clients to understand.

The layout is simple and amazing. Review collected by and hosted on G2.com.

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

Tracking projects, solving the issue of proposals also.

Clients can easily view the proposal and its easy to read. Review collected by and hosted on G2.com.

Verified User in Graphic Design
AG
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?

Simple to use, creates a very professional experience for clients, and they keep adding new features all the time. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Some of the navigation is a little confusing at times and the mobile app isn't as powerful (full-featured) as the mobile web experience. Review collected by and hosted on G2.com.

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

Creating proposals, contracts, and invoices. Bonsai has all of these plus more under one umbrella. You can keep track of all your clients and projects easily as well as track you business finances all from one app. Review collected by and hosted on G2.com.