Projects & Client CRM

Manage your own digital workspace and client list.

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.
Free Collaboration
Invite other contractors to your projects to manage tasks and track time together.

Build Your Client List

Quit losing clients in your inbox and have a reliable system to track them with your ongoing work together. Add them with all your notes, contacts and tags.
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Keep It Together

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.

Work With Others

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.

Trusted by 500K+ self-employed workers
and small businesses

Whether you’re just getting started or your business is booming, Bonsai has you covered.
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Built for All Work Types
We proudly back people with wide-ranging businesses—from design and marketing to development, writing, and photography.
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Built for Global Businesses
Bonsai has international coverage across the United States, Canada, UK, Australia and more, with 180 currencies supported.
Spend time on your work, not losing track of it.
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Keep Exploring Bonsai’s Features

Time Tracking
Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.
Task Management
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.