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Bonsai Reviews & Product Details - Page 8

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.
Alex R.
AR
UX Designer
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

The ability to have contracts, questionnaires, and client portals alongside my time tracking and invoicing features. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Lack of ability to track income from linked bank account. Review collected by and hosted on G2.com.

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

I'm able to simplify my tax preparation and spend less time on bookkeeping. Review collected by and hosted on G2.com.

BreAnne S.
BS
Owner of Soulful Media, Co.
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 small web design and marketing business owner/freelancer and being as this is my first experience running my own business, Bonsai has been a total lifesaver! The convenience and simplicity of the platform have made accounting and invoicing a piece of cake. I highly recommended it to any first-time freelancer! Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The fees are the most unfortunate thing. Consider we pay for a monthly subscription, the online banking fees seem unnecessary. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Do it. Review collected by and hosted on G2.com.

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

Accounting, invoicing, Contracts, Timesheets. Literally of the problems. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
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 that I can have everything I need for my clients in one place. Their contract, proposal, and invoice is organized, and they can pay directly through the platform. Plus, I can track my time if I have a project that goes over the alloted number of initially-quoted hours. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Sometimes the editing is difficult for the contracts and I wish it were easier to create templates that aren't connected to a client's account. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Get all your ducks in a row first. Have a contract ready to upload on your own, because some of their templates don't have as much detailed info as you may need for the services you offer. Review collected by and hosted on G2.com.

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

I'm solving the problem of sending a million pdfs or Google sheets with this invoice and that proposal and this contract. It looks more organized and professional and sets the tone I want my business to have. Review collected by and hosted on G2.com.

Spud M.
SM
Co-Founder + 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 love that Bonsai has proposals, contracts, and invoices - all of which talk to one another! It’s so easy to move a client along from a potential lead to paid invoice.

They also make the entire process super simple and clean. So many other software options feel cluttered and clunky but Bonsai has exactly what I need without trying to add too much in.

Prior to Bonsai, I was juggling multiple software solutions and PDFs going back and forth to clients. Bonsai eliminated all of that! Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I wish it were a bit easier to see what emails are going out to my clients - or to at least have control over what reminders and notices get sent when. Review collected by and hosted on G2.com.

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

Bonsai makes it super easy to juggle multiple clients and projects and not get lost in the headache of contracts and paperwork. Not only has it saved me time, but it has also increased my professionalism to my clients making them more likely to book gigs with me. Review collected by and hosted on G2.com.

Leslie O.
LO
Freelance 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?

Bonsai makes creating contracts, invoices and time tracking easier than I could have imagined when I started freelancing. I love that I don't have to think about the legal loopholes for contracts because Bonsai has already created a template that covers the major legal items for me. I jut have to fill in the specifics of the project. I also really love the time tracking for multiple projects organized into tasks. I no longer miss out on time that I forgot to track, and therefore I make more money. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I wish that I could changes times after sending invoices ( if I've made a mistake on timing and need to re-do). Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

f you freelance, this is the most affordable way to organize your finances and projects. I cannot recommend it enough. Saves time and money and is easy to use. Review collected by and hosted on G2.com.

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

Essentially I am saving time on accounting, crafting invoices, crafting contracts and organizing projects. Which allows me more free time to work on my freelance creative pursuits and in turn make more cash by charging more hours. Review collected by and hosted on G2.com.

Michael H.
MH
Founder, Developer, Designer
Information Technology and Services
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 fact they are honest with themselves. Just look at their blog and resources and how they compare themselves with others and not completely biased like others. They want to truly give you the best experience you can have with so many tools, I highly recommend trying out their free trial, their support is always nice and willing to help you quickly. Out of all the others, I love the 'minimal, sleek, clean' user interfance. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Honestly the ONLY thing I would like bonsai to include to make it the perfect tool "for me at least, and im sure others" would be to make it 100% white label. They have a white label option which is nice but I would love the choice as a integration, like adding your own domain (C-Name or A) to customize the URL when clients click on any link so it looks like your own system, an example would be TeamWork - but the system is more than just for freelancers so I understand, but it would be an awesome intergration' :) Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

Signed up for the trial, and no I do not get any commission or benefits from you doing so. After signing up, start a project, add some tasks, and generate an invoice. You will be amazed how professional it is. Review collected by and hosted on G2.com.

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

Bonsai helps me keep track of my hours, add them to the invoice/projects/tasks - they helped me generate an amazing contract and agreement which I could customize. It's also helps me keep track of my clients, what I need to do, and the invoice sending thats generated from all your work. Review collected by and hosted on G2.com.

Verified User in Motion Pictures and Film
UM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Bonsai?

I like the customer service and how specific I can make everything. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I dislike that sometimes the software just doesn't work. I'll go to change an email or update a contact and it never saves. Review collected by and hosted on G2.com.

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

Bonsai helped me have everything I need to run my business in one place. It seemed nearly impossible to do before I found it. The benefits are very specific to freelancers Review collected by and hosted on G2.com.

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

I love everything about Bonsai! It is undoubtedly the tool I've relied on the most to help launch myself as an independent consultant. I love how easy the software is to create proposals, contracts, invoices, time tracking, and generally how beautiful the design is. I love the pricing as well, which I feel is a great value for everything I get in return. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

One downside to Bonsai is that it is not as strong on the tax accounting / financial analysis side as my business bank services are. I wish they would expand their software to also help capture business expenses, receipts, etc. so it's truly a one-stop-shop for my entire business. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

If you are an independent contractor, I haven't found a software better than Bonsai! Review collected by and hosted on G2.com.

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

I've solved the problem of not having any other easy means of generating contracts, time tracking, and invoices. I've realized many benefits, including generating new business as seamlessly as possible and making sure I am paid on time regularly. Review collected by and hosted on G2.com.

Erika G.
EG
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?

This platform is an excellent way to streamline essentially all you need for freelance work. From projects and tasks to invoices and payments, it keeps all my clients and projects in one place. It's very convenient and easy to use. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The only downside that I have found is that sometimes I cannot do automatic cashout, but I believe that may be a user error. Review collected by and hosted on G2.com.

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

I am extremely unorganized and have a hard time keeping track of my work and clients. This platform helps me organize clients and leads as well as projects and tasks. The best part is I can also update clients on where work is, and invoice them. Before this, I was using several apps to do the same job so it has made my life a lot easier and more organized. Review collected by and hosted on G2.com.

Oshane H.
OH
Publisher
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

I love that I am able to track my time automatically and manually and be able to send invoices to bill my clients as a freelancer Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I love everything so far there is nothing not to like about Bonsai Review collected by and hosted on G2.com.

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

I love being able to solve the issue of invoicing Review collected by and hosted on G2.com.