Manage your sales pipeline efficiently

Bonsai’s Deals Pipeline shows where each lead stands and links straight to your Bonsai quotes, contracts and projects—so you can sell, sign and start work in one spot.
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1030+ Reviews
Pipeline
Client Management Software

Keep deals moving with visual pipeline management.

Customizable deal stages
Drag and drop deals through customizable
pipeline stages that match your unique
sales process.
Deal activity tracking
Log meetings, and notes directly on each
deal to maintain complete communication
history.
Integrated Estimates & Proposals
Create and send professional estimates and proposals directly from your pipeline without switching platforms.
Deal financials
View comprehensive financial performance of all projects associated with each deal, including budgets, costs, profitability, and payment status.
Deal revenue forecasting
Visualize how your pipeline revenue is spread across different time periods, deal sizes, and client segments to optimize your sales strategy.
One-click project conversion
Transform won deals instantly into active projects with all client details and scope automatically transferred.

Turn opportunities into projects, effortlessly.

Track opportunities

Keep every potential deal organized in one visual pipeline where you can see exactly where each opportunity stands and what actions need to be taken next.
See how
See how

Build your ideal sales pipeline

Create a pipeline that works exactly how you do business with fully customizable stages, fields, and workflows that adapt to your unique sales methodology.
See how
See how

Track deal financials

Track the true profitability of your deals from initial estimate through project completion with integrated financial reporting that shows actual vs. projected performance across all associated projects.
See how
See how

Forecast revenue

Make informed decisions with clear visibility into your sales funnel, conversion rates, and revenue forecasts that help you identify bottlenecks and optimize performance.
See how
See how

Streamlined deal-to-delivery workflow

Unlike standalone CRMs, Bonsai's Deals Pipeline connects directly to your project management, invoicing, and client communication tools for end-to-end business management.
See how
See how
Mary, Founder of Empatico Studios
Bonsai's Deals Pipeline eliminated our juggling act between different tools. We closed 40% more deals last quarter because nothing falls through the cracks anymore, and the financial dashboard finally shows us which deals actually make money.
10,000+
Service firms trust Bonsai

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