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.

Flexible drag & drop form builder with free form templates. Collect information for your business with beautiful and responsive online forms.

Automate workflows Connect your form with productivity tools to jump-start automatic tasks as soon as a user submits your form. Customize a success page, email notifications and set up a redirect in minutes.

Collect and Export Data All forms are automatically responsive, so they look and function perfectly in any device. You can have your results sent straight to your Google Drive or Dropbox, or easily export them as a CSV.

Customize Automatic Notifications Set up automatic e-mail notifications to send to the user, yourself and anyone else in your team. Give your user a thank-you or welcome message with a quick pop-up that can include an image, GIF or video. Redirect your user to another landing page for an upsell.

Real-Time Data Capture Keep track of each submission as it's being filled out, even if the lead abandons the form you can see the information that was input up until then. It's easy to enable, and can be disabled at any time.

Google Integrations Integrate your form with your Google Account to send the data straight to your Google Drive, Google Calendar, or Google Sheets. You can also add a location map in your form with the Google Maps field. Connect your Google Tag Manager and Google Analytics account for advanced analytics and even A/B testing through Google Optimize.