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.
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Sign up for a 14-day free trial.
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Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
Pipedrive might be a bit more popular than Bonsai. We know about 2 links to it since March 2021 and only 2 links to Bonsai. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Hey there, If you want to easily build a first version of your product, I recommend using Stripe. In my company (hellobonsai.com) we've built out a few FinTech products in only a few months thanks to Stripe Treasury (providing an online bank account to our user) and Stripe Issuing (providing bank cards). Source: over 2 years ago
I tried a platform called Bonsai (hellobonsai.com), but I dropkicked them for hidden fees. They charged me a currency conversion fee when no currency conversion occurred. Source: over 2 years ago
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: over 1 year ago
Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 2 years ago
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