Close deals, grow accounts, stay in control—all in Bonsai

The all-in-one workspace built for Account Managers to map leads pipeline, scope new projects, lock in client agreements and track revenue.
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1,030+ Reviews
Introducing Bonsai
Close deals, grow accounts, stay in control—all in Bonsai
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Save hours running your business by using powerful tools to keep it organized.
Pipeline
Drag-and-drop Kanban boards give instant clarity on every deal stage, owner and expected close date.
Client CRM
Every contact, company and conversation is organized in one searchable place.
Estimates
Turn fuzzy client asks into detailed project scopes—hours, fees and margins auto-calculated.
Agreements
Create professional, branded agreements with templates and e-signature capabilities for faster deal closure.
Invoices
Convert project work into invoices automatically with time tracking and expense integration.
Client portal
Give clients a branded dashboard to view quotes, sign agreements, pay invoices and share files.
Revenue forecasting
Real-time dashboards surface deal value, forecasted revenue and profitability per client.
Forms
Collect project briefs, onboarding details or change-request data via shareable forms that flow straight into the client record and deal scope.
Reminders
Nudge clients for signatures, payments and overdue tasks—Bonsai does the chasing for you.

See why our customers love Bonsai. Get started in 30 seconds.

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620+ reviews
Before, project finances was a pain in our work day. Now we always know our budget progress. It would take us 4 hours to bill clients, now it takes us 30 minutes.
André Caridade, Co-founder
Brand by difference
“Artifact is the kind of place where everyone wants to do their best work. There’s a real sense of momentum, and you always feel like what you’re doing actually matters.”
Candice Hall
Product Strategy Lead
“There’s a real focus on building great tech without unnecessary complexity. It’s all about making things simple and effective.”
Reed Price
Sales Manager
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Keep your sales pipeline moving
Set up your sales pipeline in minutes

Choose a template or create custom stages (Discovery → Proposal → Negotiation → Won) and instantly visualise every opportunity.

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Scope projects for internal approval

Build fee structures, resources and timelines; Bonsai auto-checks margins so finance and delivery teams can green-light faster.

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See how
Create client-facing agreements

Convert an approved scope into a branded agreement with embedded e-signature and payment terms—no copy-paste required.

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See how
Manage client relationships like a pro
Centralize client info

Emails, notes, call logs, files and past projects live under one client record—goodbye scattered spreadsheets.

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See how
Collaborate in a branded Client Portal

Delight clients with a 24 / 7 portal to review scopes, sign docs, pay in € and track project progress.

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See how
Friction-free billing

Send invoices, schedule retainers, apply discounts and let Bonsai chase late payments while you focus on upsells.

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Report on deal & project performance
Deal financials at a glance

Dashboards show sold value, invoiced amount, collected cash and remaining work in real time.

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See how
Revenue forecasting

Bonsai projects monthly and quarterly revenue based on probability-weighted pipeline and signed contracts.

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See how
Client profitability reports

Compare hours logged, expenses and invoices to reveal your most (and least) profitable accounts.

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See how

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

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1,020+ reviews
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Software Development
Design
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Design
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A platform built for everyone on the team

With tailored features for every role, Bonsai ensures smooth collaboration, efficient operations,
and simplified project management across the board.
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Leadership
Keep sales, staffing, projects, and financials in check—with real-time metrics that power faster, better decisions
Operations
Streamline reporting with live profitability, resourcing, and performance tracking—no spreadsheets, no report chasing
Project Managers
Keep every project on budget, on time, and fully resourced—with less manual tracking and more automations
Team Members
Make work enjoyable with one sleek, all-in-one workspace that’s fast, organized, and built for focus
Product Development
Human Resources
Finance & Sales
Customer Support
Product Development
Human Resources
Finance & Sales
Customer Support

Browse Account Managers templates

Whether you need contracts, invoices, proposals, or briefs, Bonsai’s templates help you save time and stay organized.
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More Account Managers content

Read the latest product updates, company news and industry insight.
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Simplify your business operations and consolidate your projects, clients and team into one integrated, easy-to-use platform.
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Consolidate projects, clients, and billing into one integrated platform.
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1020+ Reviews
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“Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow.”
Wilian
CEO, Zabal Media
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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. Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan.

Bonsai is not a law or accounting 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.
© 2025 Bonsai Technologies Inc
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