MindDiary therapy practice management software: digital intake, lead capture, client check-ins, therapist-reviewed AI notes, telehealth, and revenue follow-up.
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Bonsai
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FreshBooks
Dubsado
Harvest
AND CO
Wave Financial
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Plot Agents
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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.
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Based on our record, Bonsai seems to be more popular. It has been mentiond 2 times since March 2021. 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: almost 5 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: almost 5 years ago
HoneyBook - Business management reinvented.
Chart - Create the most popular types of charts by real or random data - GitHub - pavelkuligin/chart: Create the most popular types of charts by real or random data
FreshBooks - The ideal accounting software for small business owners.
Dubsado - Dubsado is flexible — it gives you 5 (now 6!) ways to add new leads. Best of all, 5 ways are automated.
Harvest - Simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing. Get started for free.
AND CO - AND CO helps freelancers, entrepreneurs and other small businesses run their business smarter.