Products
Client Management
CRM
Pipeline
Estimates
Proposals
Agreements
Forms
Client portal
Project Management
Projects
Task Management
Time Tracking
Timesheets
Resource Planning
Reporting
Finance Management
Invoicing
Payments
Expenses
Bookkeeping
Rate cards
Budgeting
Introducing our new Estimate Builder
Create precise project estimates based on your client's needs to see predicted costs, profits and timeline. Turn them into a Project, with the right budget, tasks and allocations.
Solutions
Agencies
Creative Agencies
Streamline creative workflows, manage client feedback, and automate billing to stay focused on exceptional results
Marketing Agencies
Track campaigns, manage client accounts, and simplify invoicing, freeing you for creative strategies and results
Software Agencies
Manage software projects, track billable hours, and ensure accurate invoicing one commit at a time
Consulting
Consulting
Consolidate client projects, milestones, and billing, improving efficiency, margins and repeat client projects
Engineering
Track project timelines, labor, and costs, and create invoices quickly, reducing overhead and speeding up delivery
IT Services
Simplify project management, track time, and handle recurring billing with ease
Professional Services
Accounting
Automate invoicing, timesheets, and proposals, boosting productivity and delivering accurate service faster
Architecture
Efficiently manage design projects, track revisions, and handle billing, ensuring on-time, on-budget delivery
Interior Design
Stay organized with project tracking, client budgets, and quick invoicing, giving you more time for creativity
Award-winning Agency Zabal Media saved $150,000 a year switching to Bonsai
50-people enterprise agency of the year Zabal Media shares why they migrated their entire operations to Bonsai after running their operations using 10 different software.
Resources
Templates
Contract templates
Proposal templates
Form templates
Quote templates
Invoice templates
Agreement templates
More
Tools
Utilization rate calculator
Billable hours calculator
Signature maker
Freelance rates explorer
More
Blog
What is underutilization and how to avoid it?
The 2025 Guide to Agency Rate Cards
The guide to capacity models
Profitability ratios 101
Effective client reporting
Explore Bonsai blog
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Unlock the full potential of our platform with a demo from our Product Specialist team, offering a personalized walkthrough, expert insights, and tailored recommendations.
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