Bonsai

RATING:

4.6

(74)

About Bonsai

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, resource management and revenue tracking.

Bonsai Pricing

Starting price: 

$10.00 per month

Free trial: 

Available

Free version: 

Not Available

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Bonsai Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Bonsai

1 - 5 of 73 Reviews

User Profile

Charles Abraham

Verified reviewer

Graphic Design, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2023

Why I use Bonsai

Its been a game changer and it helped me scale my bsuiness.

PROS

Bonsai is easy to get started, and I was up and running in no time. I like how easily I am able to create and send invoices to my clients.

CONS

I wish there were a chat widget feature that I could install on my website similar to Sharpspring or HubSpot. Perhaps some collaboration with Webflow.

Jackie

Graphic Design, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

Bonsai keeps me a loyal customer!

Bonsai has been very essential to my freelance career when I was part time to now being a full time freelancer. When starting out, I just needed the essential tools - invoicing, accounting, time tracking, contracts and proposals - which Bonsai offered immediately. Down the line, they added new features that boosted what I can also add to my workflow management such as forms, scheduling and now a cool project board view besides the generic list view! It allowed me to have a business debit account while major banks require small businesses to be active for a certain amount of time before qualifying for a business account. Overall - NO FRILLS, but still A GEM.

PROS

Very straightforward, simple and user-friendly. Everything a freelancer or contractor needs to keep their small business financially organized is in Bonsai.

CONS

I hope the mobile and desktop app would be expanded. The browser app is cool, but I would love to just click onto an app icon to access my dashboard without having to get on Chrome. Might also be great to have a client be able to access and view their mini portal on Bonsai without creating an account - this way they can view the active project I'm working on with them and access invoices.

Reasons for switching to Bonsai

Quickbooks didn't have all the other features that Bonsai offered

Eric

Information Technology and Services, 1 employee

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2024

Easy mode for Invoices, Contracts, and Time Tracking

PROS

Super easy interface for on boarding clients; creating custom contracts and project proposals and then managing them ongoing; sending recurring invoices and expenses.

CONS

Editing recurring invoices could be made more intuitive and easier to manage.

Kezia

Marketing and Advertising, 1 employee

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed March 2023

Horrendous Customer Service

Horrible, Worst in class

PROS

I like the tax add-on that allows me to pull P&L reports. It's the only reason I haven't canceled my subscription. Bonsai's customer service is disgusting!

CONS

Everything except the tax add-on. Bonsai canceled my account without warning because Stripe couldn't verify my identity, EVEN THOUGH in their FAQs, it says there are other ways to do so if we reach out via email.I resubscribed (since I canceled my Quickbooks and Honeybook subscriptions) and got verified, but they locked my account pending said verification. Contacted customer service via chat, and they read my message and then closed the conversation ticket.Followed up with an email and two months later, nothing has changed.

Reasons for switching to Bonsai

Tax add-on in one place

Vendor Response

Hi Kezia, We are deeply sorry to hear about your experience with Bonsai. Some of our services are only available to users with a valid identity verification from our identity partner. There is unfortunately no workaround or manual identity review we can perform as an alternative. This is a one-time procedure for new users and I am sorry it didn't work out. Our support team is however happy to assist you in cancelling your subscription and transitioning to another tool. I am sorry that Bonsai cannot serve your business today. Thank you

Replied March 2023

Mike

Internet, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2023

Bonsai improved my business 100%

Before Bonsai I was using many programs for proposals, CRM, invoicing, and contracts. Since switching to Bonsai I honestly have to say that I have saved several thousand dollars per year and my life has been much easier and more organized. Bonsai has systems that have automation so if a customer does one particular item the Bonsai system will automatically send an email with a form that I would like my customer to submit. Bonsai is definitely a game changer and I would highly recommend any business owner to look at their system and hopefully see the benefits that they can receive by using Bonsai.

PROS

Bonsai makes everything extremely streamlined and very easy and user-friendly. From the time I input a lead to creating the proposal to invoicing the customer and finalizing the project, Bonsai makes everything hassle-free and extremely easy.

CONS

The only suggestion I would have or like to see for Bonsai would be for them to allow me as the business owner to arrange the look and feel of how my customer dashboard is arranged.

Reason for choosing Bonsai

Bonsai is made for the small to medium size business owner and there was no need for the outrageously over priced salesforce CRM.

Reasons for switching to Bonsai

Bonsai offered a free trial for their processor and I was immediately interested because everything was handled through Bonsai and no additional work was needed.