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Bonsai
Bonsai is a consolidated platform for managing projects, clients, and teams in one place.
This underscores the need for a unified platform that promotes productivity, collaboration, and profitability.
But does Bonsai have what it takes to become the top choice for managing your agency?
you could directly share the booking page with your clients or embed it in your website for efficient scheduling.
Its calendar integration with Google Calendar and Outlook syncs availability across the platforms, eliminating double-booking.
Automated email reminders and rescheduling for leads and clients ensure timely attendance.
Bonsai simplifies proposals with customizable service packages, mandatory deposits, view tracking, and quick client e-approval.
Bonsai makes client agreements easy with mandatory deposits and legally binding e-signatures.
It offers vetted templates, view tracking, and client reminders to automate the onboarding process.
Automatic notifications accelerate and help you monitor the onboarding process.
Project Management
Bonsai offers a suite consisting of project management features that you get in populartask management tools.
For resource management, you’ve got the option to add collaborators to manage tasks and track time.
Bonsais Branded Client Portal centralizes all project communications and keeps clients informed with full transparency and without email clutter.
you’re able to use it for upfront deposits, recurring billing for retainers, and one-time invoices.
It supports 100+ global currencies for seamless international transactions.
Bonsai allowed me to tailor my invoice according to my needs.
I could enable and disable fields such as shipping address, tax ID, and header images.
Is Bonsai Only for Agency Business?
No, the suitability of Bonsai goes beyond agencies.
Established freelancers, client service businesses, and consultants can also benefit from using this platform.
Bonsai Integrations
Bonsais powerful integrations with Google Workspace applications and other software improve your efficiency.
These integrations work together to automate your tasks, eliminate manual data entry, and boost your overall productivity.
What are Bonsai Templates?
Bonsai offers a library of500+ ready-to-use templatesdesigned for your business workflow automation.
Bonsai Pricing
Bonsai costs$9/user/monthif you go for the Basic plan.
It offers three more plans with varying feature offerings.
Check out the detailed breakdown of features for all subscription plans.
Its fundamental tools will streamline your essential business functions.
It is designed for businesses that need to oversee the projects and client lifecycle from a single platform.
It caters to businesses with more complex operational and reporting requirements.
Regardless of your scenarios, you’re free to always try the free trial offered for each plan.
Bonsai Alternatives
Bonsai competes withHoneyBook, Dubsado, FreshBooks, and Teamwork.
I highly recommend Bonsai for freelancers and agencies looking for an all-in-one client management solution.
