The all-in-one business solution for Marketing Agencies

Manage leads in your Sales Pipeline

Capture, qualify and convert leads faster so you can spend less time chasing prospects and more time closing business with Bonsai's integrated Sales Pipeline, CRM and Agreement builder.

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Keep clients informed in your Client Portal

Give every client a professional, self-serve environment that keeps projects moving and boosts satisfaction with Bonsai's Client Portal.

Automate client workflows

Eliminate repetitive admin work with workflow automations, keep data in sync and ensure nothing falls through the cracks as you grow.

Plan and manage your resources

Build realistic schedules, allocate people wisely and keep everyone on the same page from day one.

Integrated task and time tracking

Capture every hour and action effortlessly so you always know who’s doing what—and for how long.

Monitor project profitability

Track effort and spend in real-time to ensure every project stays on budget and remains profitable.

Streamlined client billing

Issue professional invoices in seconds, automate recurring bills and accept payments without friction. Integrated with your key accounting tools like QuickBooks Online & Xero.

Real-time reports on business health

Track every dollar spent, compare it against budgets and keep profitability in check as projects evolve.

Forecast revenue and profitability

Turn real-time revenue and cost data into accurate short- and long-term forecasts, so you can plan growth with certainty.