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Bonsai Reviews & Product Details - Page 9

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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Francesca Ricci P.
FP
Copywriter, Email Marketing Specialist, Brand Strategist (StoryBrand)
Marketing and Advertising
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

I love how their aesthetics look clean and the proposals have the right amount of customization. I was able to put sections in the order I wanted and set up is super easy. I've tried other similar platforms and always came back to Bonsai. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Some of the automation features aren't as nuanced as I need them to be. But I know they listen to their community very well and have faith they'll fix it. Review collected by and hosted on G2.com.

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

Keeping track of proposals and payments. It makes making money so much easier. Now with the automation features it'll make it even easier to onboard clients. Review collected by and hosted on G2.com.

Ali K.
AK
Junior UI/UX 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 love the simple User Interface and all the functions that are connected to each other. You can easily automate processes and have all your information & finances in one place. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

There is nothing to dislike about hellobonsai! Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

If you start having more clients and you are looking to save time in the paperwork process, hellobonsai is for you. You will find all tools from Time Tracker, Project Management, CRM to Finances all in one place.

Almost every 2 weeks there are new features that make your life easier! :) Review collected by and hosted on G2.com.

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

I am solving the problem of using multiple software for Client information, billing, Task Management, and Project Management. Hello Bonsai really understands the needs of a freelancer and they thought about every detail. This tool saves me money & time :) Review collected by and hosted on G2.com.

Kaitlyn F.
KF
Founder
More Options
Validated Reviewer
Review source: Organic
What do you like best about Bonsai?

I love that Bonsai gives me all of the tools in one place! I use their accounting system, contracting, and invoicing. All of my admin is in this one app designed for freelancers like me. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I wish I could link Bonsai with Airtable Review collected by and hosted on G2.com.

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

Contracting, e-signing, invoicing, managing payments from clients, accounting, and taxes. With Bonsai, I was able to start my freelance agency with healthy business operations from the start. Review collected by and hosted on G2.com.

Katherine C.
KC
Financial Coach | I help put the financial "win" back to Pinoy breadwinners
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 how its interface is not overwhelming unlike Dubsado! Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I'm looking forward to you adding more powerful features to Tasks like assigning a task to 2 or more collaborators. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

It's a must try especially if you wanted help in automating and streamlining some of your workflows when scaling! I can now accept more consulting clients with ease! Review collected by and hosted on G2.com.

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

I saved time and energy by not maintaining so many databases for proposals, contracts, invoices and tasks. Review collected by and hosted on G2.com.

Joshua V.
JV
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?

What I like best about Bonsai is how easy they make it to send and track invoices, plus send and track proposals. The software does a lot of things, but the two features I use, and the reason I bought it was because I needed something to send and track invoices, which bonsai does well. It makes it very easy to get paid, and stay organized. You can even choose whether you, or your client will pay the processing fees. It gives you a lot of options for how to invoice, and get paid. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

What I dislike most about Bonsai is how you still need to log into the main site to accomplish some features even if you downloaded the app. I also dislike how plain and boring their proposals designs are. Now, with that said the proposals are nice and neat, so I still use them. However, I wish they were more like Nusii. Review collected by and hosted on G2.com.

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

I'm solving the problems of needing an invoicing software solution, and needing a proposal creation software solution. With Bonsai, I get paid quicker, stay organized through the years, and have a lot of control over my billing, right down to whether or not I want my client to pay the processing fees. Review collected by and hosted on G2.com.

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

I can run my tracking, invoices, expenses, and project management in one login. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Would be ideal if the subscription was billed in CAD, not USD. Review collected by and hosted on G2.com.

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

Time Management and Expenses. I used to always lose hours or expenses associated with a client. With the clean Bonsai user interface, I can track my clients at all stages of the project. Review collected by and hosted on G2.com.

Sean G.
SG
Founder
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 how easy it is to send invoices, create contracts and track payments. Having everything inside one tool is super useful for running my design studio. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

Not much at all! I almost wish there was a way for me to use it more! Review collected by and hosted on G2.com.

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

I use Bonsai to create my contracts, send invoices and keep a track of payments. Review collected by and hosted on G2.com.

Cata H.
CH
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 how easy Bonsai is to navigate. I do everything from proposals to contracts to time tracking/invoicing/accounting all in one place, and it's super clean and easy to navigate. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The taxes page is a little trickier to navigate than the rest, but mostly just because taxes are complicated. Not Bonsai's fault. Review collected by and hosted on G2.com.

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

All my client management is in one place. The contract and proposal templates are super helpful and super customizable. Everything is flexible to work with the needs of my business. Review collected by and hosted on G2.com.

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

Visibility into status of invoice and contracts in the system and pushed through to our slack channel. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

The only dislikes are really small nit-picky type of things that are not a big deal. Honestly very few dislikes. Review collected by and hosted on G2.com.

Recommendations to others considering Bonsai:

If you need contracts and invoicing, this is the software you need. Review collected by and hosted on G2.com.

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

Sending and signing contract in addition to creating and collecting on invoices. Review collected by and hosted on G2.com.

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

The pre-packaged contracts/proposals and integrations with signatures. Review collected by and hosted on G2.com.

What do you dislike about Bonsai?

I don't need Time Tracking or Task Management - other tools do a better job but I understand why Bonsai has them. Review collected by and hosted on G2.com.

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

Keeping projects properly managed with milestone sign-off and transparent goals. I tie my sprints to invoices and get sign-off so we don't have any billing disputes. Review collected by and hosted on G2.com.