Bonsai
Fresh76% completeBonsai is an all-in-one business management platform for service businesses — agencies, consultants, and freelancers — consolidating CRM, proposals, contracts, project management, time tracking, and invoicing into a single product. Pricing is per-seat with four tiers covering the full client-to-cash workflow. Acquired by Zoom in November 2025, it continues to operate as a standalone brand.
Products
- Bonsai Client ManagementactiveCRM with integrated proposal, contract, and client portal generation
CRM, pipeline, scheduling, estimates, proposals, contracts, forms, and client portal covering the full prospect-to-signed-client lifecycle.
- Bonsai Project ManagementactiveProject and resource management with native time tracking and budget monitoring
Task boards, Gantt charts, time tracking, timesheets, resource/workload planning, and project profitability reporting.
- Bonsai Finance ManagementactiveBilling and financial reporting linked directly to project and time data
Invoicing, online payments, expense tracking, income tracking, budget forecasting, and accounting sync with QuickBooks and Xero.
Features
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