Also known as: Hello Bonsai
All-in-one business management platform for freelancers, agencies, and small service businesses, integrating client management, project tracking, and financial tools.
Freelancers and small service businesses struggle with fragmented tools for client onboarding, project tracking, time logging, and invoicing, leading to administrative overload and inefficiencies.
Freelancers and small service businesses struggle with fragmented tools for client onboarding, project tracking, time logging, and invoicing, leading to administrative overload and inefficiencies.
Bonsai integrates CRM, project management, time tracking, invoicing, and reporting into one platform, automating workflows and providing a client portal for seamless collaboration.
Bonsai integrates CRM, project management, time tracking, invoicing, and reporting into one platform, automating workflows and providing a client portal for seamless collaboration.
Appears active as of February 2026 based on official website activity.
Appears active as of February 2026 based on official website activity.
Bonsai provides a unified platform designed for service-based businesses, freelancers, and small teams. It consolidates client interactions, project workflows, and financial operations into a single interface, enabling efficient management without multiple tools. Based on available information from its official site, the software targets creative professionals, agencies, and independent workers seeking streamlined operations.
Bonsai's client management tools include CRM, pipeline tracking, scheduling, estimates, proposals, agreements, forms, and a client portal. These features support lead nurturing, deal closure, and ongoing client collaboration. Automations and retainers help maintain smooth workflows, allowing users to deliver consistent client experiences while reducing manual follow-ups.
The platform offers projects, task management, Gantt charts, time tracking, timesheets, resource planning, budgets, and reporting. Teams can organize delivery timelines, monitor progress, and ensure projects stay on budget. Integration with client portals provides transparency, helping teams coordinate effectively across multiple engagements.
Bonsai provides a unified platform designed for service-based businesses, freelancers, and small teams. It consolidates client interactions, project workflows, and financial operations into a single interface, enabling efficient management without multiple tools. Based on available information from its official site, the software targets creative professionals, agencies, and independent workers seeking streamlined operations.
Bonsai's client management tools include CRM, pipeline tracking, scheduling, estimates, proposals, agreements, forms, and a client portal. These features support lead nurturing, deal closure, and ongoing client collaboration. Automations and retainers help maintain smooth workflows, allowing users to deliver consistent client experiences while reducing manual follow-ups.
The platform offers projects, task management, Gantt charts, time tracking, timesheets, resource planning, budgets, and reporting. Teams can organize delivery timelines, monitor progress, and ensure projects stay on budget. Integration with client portals provides transparency, helping teams coordinate effectively across multiple engagements.
SaaS subscription
SaaS subscription
Freelancers, creative agencies, marketing agencies, software teams, consultants, small service businesses
Freelancers, creative agencies, marketing agencies, software teams, consultants, small service businesses
Active website with product updates and customer stories as of February 2026.
Hiring: unknown
Active website with product updates and customer stories as of February 2026.
Hiring: unknown
Finance management in Bonsai covers invoicing, payments, expenses, bookkeeping, rate cards, budget tracking, and accounting integrations. Users gain clarity through detailed reports and automate billing with recurring payments and retainers. This setup simplifies revenue monitoring and cash flow management for service providers.
Finance management in Bonsai covers invoicing, payments, expenses, bookkeeping, rate cards, budget tracking, and accounting integrations. Users gain clarity through detailed reports and automate billing with recurring payments and retainers. This setup simplifies revenue monitoring and cash flow management for service providers.
Bonsai tailors its tools for sectors like creative agencies, marketing agencies, software development, consulting, engineering, IT services, accounting, architecture, interior design, coaching, event planning, photography, writing, and legal services. Each solution addresses specific workflows, such as campaign tracking for marketing or revision management for design, promoting productivity in specialized fields.
Bonsai tailors its tools for sectors like creative agencies, marketing agencies, software development, consulting, engineering, IT services, accounting, architecture, interior design, coaching, event planning, photography, writing, and legal services. Each solution addresses specific workflows, such as campaign tracking for marketing or revision management for design, promoting productivity in specialized fields.
Comprehensive onboarding includes data migration, customized training, and a gentle learning curve for quick adoption. Premium support via chat, email, or phone assists with issue resolution and best practices. This ensures users can implement the platform rapidly and sustain long-term efficiency.
Comprehensive onboarding includes data migration, customized training, and a gentle learning curve for quick adoption. Premium support via chat, email, or phone assists with issue resolution and best practices. This ensures users can implement the platform rapidly and sustain long-term efficiency.
