Easily manage client retainers from setup to invoicing and ensure you're always on top of your contracts and projects, all in one central hub.
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Manage ongoing client work with flexible retainers
Set and track periodic budget limits for each retainer
Generate invoices automatically based on retainer usage
Automate repeatable tasks tied to client retainers
Bill clients automatically on a recurring basis
View detailed financial insights for all retainers
Bonsai allows you to manage ongoing client projects through flexible retainer agreements. Keep all project details in one place, ensuring seamless communication and tracking for long-term engagements.
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Get a clear view of all leads, clients and past customers. Stay organized and never miss out on a potential deal.
Bonsai automatically generates invoices based on your retainer agreements, saving you time and reducing errors. Simply review and send invoices with a few clicks, ensuring timely payment for your ongoing work.
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Create recurring tasks linked to your retainers, automating repetitive actions so you can focus on what matters most. Bonsai helps you stay organized by keeping all recurring tasks on schedule and tracked within the system.
Bonsai’s subscription billing feature makes it easy to charge clients on a recurring basis for retainer services. Set it up once, and Bonsai will handle the recurring payments, freeing you from manual billing processes.
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Gain valuable insights into your retainer agreements with Bonsai’s comprehensive financial reporting tools. Track income, expenses, and overall retainer profitability to make data-driven decisions for your business.
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.
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.