CRM Software to keep clients & projects organized

From prospect to project and contract to payment, you can now manage everything all in one place.

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Save hours running your business by using powerful tools to keep it all organized

Client management

Add leads, existing clients and internal notes to keep track of all your contacts.

Project organization

Fill your projects with all the documents, payments, tasks and timesheets you need.

Workflow automations

Save time and never miss a beat by automating all your client workflows.

Build your contacts list

Use a reliable client relationship management system to track your contacts. Create unique clients profiles with all your notes, contacts, rates and tags.

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Track your pipeline

Get a clear view of all leads, clients and past customers. Stay organized and never miss out on a potential deal.

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Collaborate with your clients

Invite your clients to access shared files, important updates, invoices, contracts and more in their dedicated, branded portal.

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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.

Frequently asked questions

Does Bonsai offer lead generation automation?

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.

Can I qualify leads with Bonsai CRM?

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.

Who is Bonsai CRM Best For?

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.