Logo Link that leads to home page
Products
Client Management
CRM
Pipeline
Estimates
Proposals
Agreements
Forms
Client portal
Project Management
Projects
Task Management
Time Tracking
Timesheets
Resource Planning
Reporting
Finance Management
Invoicing
Payments
Expenses
Bookkeeping
Rate cards
Budgeting
Introducing our new Estimate Builder
Create precise project estimates based on your client's needs to see predicted costs, profits and timeline. Turn them into a Project, with the right budget, tasks and allocations.
Solutions
Agencies
Creative Agencies
Streamline creative workflows, manage client feedback, and automate billing to stay focused on exceptional results
Marketing Agencies
Track campaigns, manage client accounts, and simplify invoicing, freeing you for creative strategies and results
Software Agencies
Manage software projects, track billable hours, and ensure accurate invoicing one commit at a time
Consulting
Consulting
Consolidate client projects, milestones, and billing, improving efficiency, margins and repeat client projects
Engineering
Track project timelines, labor, and costs, and create invoices quickly, reducing overhead and speeding up delivery
IT Services
Simplify project management, track time, and handle recurring billing with ease
Professional Services
Accounting
Automate invoicing, timesheets, and proposals, boosting productivity and delivering accurate service faster
Architecture
Efficiently manage design projects, track revisions, and handle billing, ensuring on-time, on-budget delivery
Interior Design
Stay organized with project tracking, client budgets, and quick invoicing, giving you more time for creativity
Award-winning Agency Zabal Media saved $150,000 a year switching to Bonsai
50-people enterprise agency of the year Zabal Media shares why they migrated their entire operations to Bonsai after running their operations using 10 different software.
Resources
Templates
Contract templates
Proposal templates
Form templates
Quote templates
Invoice templates
Agreement templates
More
Tools
Utilization rate calculator
Billable hours calculator
Signature maker
Freelance rates explorer
More
Blog
What is underutilization and how to avoid it?
The 2025 Guide to Agency Rate Cards
The guide to capacity models
Profitability ratios 101
Effective client reporting
Explore Bonsai blog
Book a demo with our Product Specialist team
Unlock the full potential of our platform with a demo from our Product Specialist team, offering a personalized walkthrough, expert insights, and tailored recommendations.
Customer storiesPricingLogin
Book a demo
Book a demo
Get started
Get started
Login
Book a demo
Book a demo
Get started
Get started
Open menu iconCross icon

Bonsai Business Software Blog

Insights from thousands of business owners on growing your business.
Project Management
March 20, 2025
Website Project Management: Essential roles, responsibilities, and strategies
Create a high-selling life coach package with this step-by-step guide
Understanding the role of data analytics in project management
10 great ways to make your marketing communications work
10 Best Software for Marketing Agencies (2025)

Latest articles

Tools
March 13, 2025
10 Best Software for Marketing Agencies (2025)
Project Management
March 11, 2025
Task management vs project management: understanding key differences
Project Management
March 11, 2025
Team Leadership: Definition, Importance, Skills and Key Responsibilities
Insight
March 11, 2025
How to Start an Agency
Project Management
March 10, 2025
Top project scheduling tools to optimize your workflow in 2025
Project Management
March 5, 2025
Free Gantt chart templates: create and customize in various tools
Project Management
March 4, 2025
Avoid the pitfalls: Project management strategies and tools for creative success
Project Management
March 4, 2025
Top 10 Digital Agency Software
Project Management
March 4, 2025
Everything you need to know about email marketing agencies
Next
Consolidate projects, clients, and billing into one integrated platform.
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Get started
Get started
“Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.”
Wilian
CEO, Zabal Media
Products
CRMPipelineEstimatesProposalsAgreementsFormsClient portalProjectsTask managementTime trackingTimesheetsResource planningReportingBillingExpensesPaymentsBookkeepingRate cards
BudgetingCustomer stories
Pricing
Solutions
Creative agenciesMarketing agenciesSoftware agenciesConsultingEngineeringIT ServicesAccountingArchitectureInterior design
See all industriesOwners
Project managersOperationsTeam members
Resources
BlogUtilization rate calculatorBillable rate calculatorSignature makerHow to write a contractSelf-employed taxes hubSelf-employed tax deductions
Comparisons
Monday alternatives
ClickUp alternatives
Asana alternatives
Basecamp alternatives
Smartsheet alternatives
Teamwork alternatives
Teamwork vs Bonsai
Productive alternatives
Microsoft Project alternatives
Accelo alternatives
Kantata alternatives
ResourceGuru alternatives
Scoro alternatives
Hubstaff alternatives
FreshBooks alternatives
QuickBooks alternatives
Wave vs. QuickBooks
Xero vs. QuickBooks
Stripe alternatives
FreshBooks vs. QuickBooks
HoneyBook alternatives
Dubsado alternatives
Proposify alternatives
Xero alternatives
Calendly alternatives
Acuity Scheduling alternatives
Asana vs Monday
Typeform alternatives
Stripe alternatives
Paperbell vs Honeybook
QuickBooks vs Excel
QuickBooks vs Quicken
Mint alternatives
All resources
Templates
Contracts
Contract templates
Virtual Assistant Contract Template
Project Contract Template
Free Online Contract Maker
Web and Graphic Design Contract Template
Free Service Agreement Template
Free Project Management Agreement Template
Sample Lawyer Engagement Letter
Free Non-Disclosure Agreement Template
Master Service Agreement Template
Free Independent Contractor Agreement Template
Consulting Engagement Letter Sample
Free Simple Contract Template
Free Social Media Contract Template
Free Hourly Rate Contract Template
Free Freelance Contract Template
Client Contract Template
Proposals
Proposals templatesAccounting Request for ProposalBid Proposal templateCollaboration Proposal templateFree Contractor Proposal templateFree Creative Proposal templateFree Freelance Proposal TemplateFree Freelance Bid Proposal TemplateFree Professional Proposal TemplateFree Services Proposal TemplateFree Simple Proposal TemplateProject Proposal TemplateRetainer Proposal Agreement Template
Invoices
Invoice templatesInvoice GeneratorFree Basic Invoice TemplateFree Blank Invoice TemplateFree Contractor Invoice TemplateFree Custom Invoice TemplateFree Invoice Template for EmailFree Proforma Invoice TemplateFree Retainer Invoice TemplateFree Word Invoice TemplateFree Work Invoice Template
Forms
Form templatesWebsite Intake FormProject Intake FormFree Portfolio Contact PageMarketing Client Intake FormComprehensive Client FormClient Intake FormClient Info FormClient Feedback FormClient Enrollment FormClient Contact Form TemplateBusiness Intake FormBusiness Client Intake Form
Quotes
Quote templatesBlank Quote TemplateCreative Quotation TemplateEditable Quotation TemplateFormal Quote TemplateFree Contractor Quote TemplateFree Freelance Quotation TemplateFree Sample Quotation TemplateFree Service Quote TemplateOnline Quote TemplateWork Quote Template
Scopes of work
Scopes of work templatesContractor Statement of Work TemplateFree Consultant Statement of Work TemplateFree Marketing Scope of Work TemplateFree SOW for Software DevelopmentFree Statement of Work (PDF)Free Statement of Work Contract TemplateFree Website Development Scope of Work TemplateFreelance Statement of Work TemplateInterior Design Scope of Work TemplateProject Scope of Work TemplateRemodel Scope of Work Template
Agreements
Agreement templatesFree Service Agreement TemplateFree Project Management Agreement templateSample Lawyer Engagement LetterFree Non-Disclosure Agreement TemplateMaster Service Agreement TemplateFree Independent Contractor Agreement TemplateConsulting Engagement Letter Sample
Briefs
Brief templates
Free Photography Brief Template
Free Video Brief Template
Free Advertising Creative Brief
Free Website Brief Template
Free Website Creative Brief
Free Strategy Brief
Title Block Template
Free UX Brief
Free Creative Brief Template (Word)
Free Research Brief Template
Free Fashion Design Brief (Example)
Free PR Brief (Example)
Free Product Brief Template
Free Project Brief Template
Free Creative Brief Template (PDF)
Free Social Media Brief Template
Free Marketing Campaign Brief Template
Free House Design Brief (Example)
Free Graphic Design Brief Template
Free Packaging Design Brief
Free Interior Design Brief (Example)
Free Media Brief Template
Free Logo Brief Template
Free Consulting Brief
Free Design Brief (with Generator)
Free Content Brief Template
Free Copywriting Brief
Free Creative Brief Sample
Free Event Brief Template
Free Architecture Design Brief (Example)
Free Concept Brief Template
Free Client Brief Template
Free Artist Brief
Free Branding Creative Brief
Free Agency Brief Template
Timesheets
Timesheets templatesProject TimesheetMonthly TimesheetWeekly TimesheetExcel Timesheet
Company
Help centerContact usPrivacyTerms and conditions
CareersAffiliate program
© 2025 Bonsai Technologies Inc
linkedin iconyoutube iconx (Twitter icon)
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.

*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.

**Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing