Online Form Builder

A lightweight form builders fully integrated with your CRM.

White label
Remove Bonsai branding and add your own logo, colors, and domain to create forms that look like they're built entirely by your business.

Embed
‍Seamlessly embed forms into your website, share via direct links, or send through email to collect responses wherever your clients are.

Flexible field types
Choose from multiple input options including text fields, drop-downs, checkboxes, date pickers, and rating scales.

File uploads
Allow clients to upload documents, images, and files directly through your forms for seamless project kickoffs and document collection.

Integrated with CRM
Form submissions automatically sync with your client database, creating organized contact records and project histories without manual data entry.

Automations
Trigger actions when forms are submitted, such as creating client records or sending follow-up emails.

Collect client info seamlessly with easy-to-build forms.

Streamline client onboarding

Replace scattered emails and documents with professional intake forms that automatically feed into your project workflows and client portal.

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Professional client experience

Deliver a polished, branded experience from first contact through project completion with forms that match your business identity and integrate with your client portal.

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Customizable for any business need

Whether you need client intake forms, project questionnaires, or feedback surveys, create exactly what your business requires with flexible form building tools.

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Automated workflow efficiency

Transform form submissions into actionable project data, automatically creating client records and feeding information into your proposals and contracts.

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Integrated business management

Unlike standalone form tools, Bonsai forms connect directly to your proposals, contracts, invoicing, and client management—eliminating data silos and duplicate work.

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Alison, Business Consultant

Big fan. I run my consultancy and Bonsai cuts down on my admin time and makes me look slick and professional.

10,000+

Service firms trust Bonsai

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Project & Client CRM

Manage your leads, clients and ongoing project all in one place, instead of juggling them across different software tools.

Time tracking

Keep track of the hours you work every day, on every project and on every device. Add notes and task completed with each new entry.

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

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Frequently asked questions

Can I embed forms on my website?

With Bonsai Forms, you can not only embed forms on your website, but you can also capture responses to your custom forms in a CRM that is included with your subscription. Whether you are collecting initial consultation information from a client to schedule a meeting, or enabling a new client intake form, Bonsai Forms has you covered.

Can I customize forms?

Totally. With flexible fields, and multiple input and form selection criteria you have the unique ability to create custom forms for almost any use case and all phases of your project including intake forms, surveys and client questionnaires, client feedback forms, and much more. But don’t feel the need to start from scratch! We have tons of amazing form templates that you can use right out of the box. Get started in minutes by signing up for a free trial.

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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. Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan.

Bonsai is not a law or accounting 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.

Custom client forms tailored to your business

A lightweight form builders fully integrated with your CRM.

Collect client info seamlessly with easy-to-build forms.

Streamline client onboarding

Professional client experience

Customizable for any business need

Automated workflow efficiency

Integrated business management

Browse Bonsai's form templates

Keep exploring Bonsai’s features

Get started in 30 seconds.