Client-facing project management for agencies

Designed to simplify project management, delight clients, and increase agency profitability. Book your free demo and transform your agency today.

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1030+ Reviews

Allocate hours. Track team capacity. Optimize utilization. Zero spreadsheets.

Drag-and-drop timeline
‍Shuffle bookings, stretch them, or split them in seconds.

Live capacity tracking
‍Spot under- and over-utilization as you plan, automatically factoring in part-timers and public holidays.

Time off management
‍Teammates request vacation or sick days right inside Bonsai; once approved, time-off blocks the calendar and removes them from auto-scheduling.

Real-time budget & margin tracking
‍Costs, rates, and profit update the moment you place a booking, so scope creep never sneaks up on you.

Integrated scoping
‍Define project scopes in Bonsai, aligning with client and team needs, and easily convert these into allocated resources.

Tentative allocations
‍Plan potential resource assignments with flexibility, allowing adjustments and finalizations as projects evolve and become more defined.

Integrated tasks and time-tracking with real-time insights that keep projects moving

Task estimates
Add time estimates and compare them against actual hours. Pull real-time reports that show estimated vs. logged time, highlight overruns, and surface trends to improve future planning.

Integrated task timer
‍Start timers directly from tasks and automatically log hours to projects.

Task resourcing
‍‍‍Plan and assign tasks according to your team's capacity and adjust workloads as the project progresses.

Project budget tracking
‍‍Costs, rates, and profit update the moment you place a booking, so scope creep never sneaks up on you.

Task views
‍Use the Kanban board view to track progress. Use Gantt view to turn tasks into a project timeline and Calendar for a month view.

Timesheets
‍‍Generate timesheets automatically based on scheduled tasks and project allocations.

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1 030+ avis

Toutes les infos et toutes les tâches sont désormais regroupés au même endroit et tout le monde collabore efficacement au sein de Bonsai. Nous avons moins de messages et de notifications Slack perdus. Nos opérations sont tellement plus rationalisées qu'au moment où nous étions répartis sur cinq outils différents.

Sage Jackson, directeur du marketing web

Farewell

Planifiez les projets à venir en toute confiance

No more complicated project workflows. With Bonsai’s clean and intuitive interface, managing projects is simple, and your team will finally enjoy the process.

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Client portal & collaboration

Designed to simplify project management, delight clients, and increase agency profitability. Book your free demo and transform your agency today.

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Adjust schedules in real time

See who’s working on what and reschedule on the spot based on real-time reporting on workload, capacity, and tasks status.

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Budget tracking & forecasting

No more guessing games when it comes to your budget. All your project, task, client and team reports are updated in real time as your team tracks time and progresses on tasks.

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Agencies and consultancies love Bonsai. Over 10,000 businesses rely on Bonsai to streamline their operations.

1,020+ reviews

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