Bonsai Client Management
Freshby Bonsai
CRM with integrated proposal, contract, and client portal generationService businesses losing time and deals to manual proposal/contract workflows with no centralized lead tracking
CRM, pipeline, scheduling, estimates, proposals, contracts, forms, and client portal covering the full prospect-to-signed-client lifecycle.
Features
Client Portalpaid onlyTimesheet Lockingenterprise onlyTime Trackingall plansTask Managementall plansCRMall plansUnlimited Projectsall plansInvoices & Paymentspaid onlySchedulingpaid onlyForms & Questionnairespaid onlyDeals Pipelinepaid onlyExpense Markupenterprise onlyCustom Data Importenterprise onlyProposals & Contractspaid onlyQuickBooks Integrationpaid onlyZapier Integrationpaid onlyCalendly Integrationpaid onlyXero Integrationenterprise onlyCustom Permissionsenterprise onlyExpense & Income Trackingpaid onlyGantt Viewpaid onlyWorkload Managementpaid onlyProject Insights & Profit Reportspaid onlyCustom Fields & Propertiespaid onlyRemove Bonsai Brandingpaid only
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