Bonsai VS HubSpot

Bonsai is a one-stop platform for creative and digital 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 and revenue tracking, we've got you covered.

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. Fully integrated into project management & billing.

Project Management: Assign projects & tasks to your team, prioritize your week and see exactly how your projects progress. Set project budgets & avoid unexpected costs. Kanban view, integrated timer for easy billing, and collaboration with external partners for an efficient work.

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.

Resource Management: Everything you need to allocate work to your team and track utilization. Manage team capacity, track your budget, tasks and hours and get insights on your business.

Reporting: Get better visibility into your business's performance and financial health with real-time reports. Make informed decisions with profitability reports, utilization reports, and more.

What is HubSpot? HubSpot is an all-in-one CRM platform that provides marketing, sales, customer service, content management, and operations software. It was designed specifically to help businesses generate leads and grow revenue with ease. With HubSpot, there's no more scattered tools and software; everything you need is under one roof.

Why Should You Use HubSpot? HubSpot offers a wide range of features including lead generation tools, automated outreach capabilities, and analytics tools to track progress. With its user-friendly interface, it’s easy to navigate through the various features such as contact management and web page building. You can also set up automated emails to nurture leads down the funnel or set up custom chatbots on your website to quickly answer customer inquiries. Additionally, the HubSpot CRM integrates with over 1,160 third-party apps like social media channels and other business tools, so your business can operate with maximum efficiency.