From prospect to project and contract to payment, you can now manage everything all in one place.
Add leads, existing clients and internal notes to keep track of all your contacts.
Fill your projects with all the documents, payments, tasks and timesheets you need.
Invite other contractors to your projects to manage tasks and track time together.
Quit losing clients in your inbox and have a reliable client relationship management system to track them with your ongoing work together. Create unique clients profiles with all your notes, contacts, rates and tags.
Organize all the todos, files and documents for your projects. Your clients even get their own project view to manage payments and contracts you’ve sent.
Whether they’re a subcontractor or a co-worker, you can freely collaborate on projects with other users to assign them tasks and track time together. Our built-in project collaboration tools make working together a seamless experience.
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Absolutely. By using the Bonsai Forms integration included in your account, you have the ability to automate leads, manage your client relationships, track project progress and much more with just a few clicks.
Sure! With Bonsai’s custom tagging you have the ability to use your own lead scoring methodology and organize your lead prospects based on how likely they are to turn from prospects to paying customers.
Bonsai CRM is great for all businesses looking to deploy a client management solution that includes a CRM with client portal. Coaches, consultants, architects, lawyers, and accountants are just several of the businesses that use our CRM every day for managing clients and projects.