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
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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See how
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
Design
Consutling
Marketing
Design
Marketing
Consulting
Videography
Software Development
Design
Consulting
Marketing
Design
Marketing
  
Consulting
  
Videography
  
Software Development
  

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