Your business management
platform by Zoom

Consolidate your clients, contracts, invoices, and projects in one place.
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1030+ Reviews
CRM
Pipeline
Scheduling
Client Portal
Estimates
Proposals
Agreements
Forms
Projects
Tasks
Time tracking
Timesheets
Resourcing
Invoicing
Payments
Expenses
Rate cards
Bookkeeping
Budget tracking
Reporting

Get all the tools you need to run your business.

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ClientsStore every lead, client and vendor—then organise them with color-coded tags, custom fields and quick filters.
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InvoicingEffortless professional invoicing on autopilot with integrated online payments, subscription billing, and more.
ContractsCreate, send and e-sign contracts in just minutes with ready-to-use templates. Send automatic client reminders and receive read receipts.
ProposalsCreate and send great-looking, easy-to-approve proposals. The best way to sell your custom packages and close new clients.
Time trackingGive clients secure access to their projects, invoices, agreements, and communications through a branded portal experience.
ProjectsSeamlessly link CRM contacts to active projects, allowing you to track client work progress without switching between platforms
Client Management

Streamline your client workflows

Track everything related to your clients in one place:from new lead through ongoing projects.
CRM
Proposals
Contracts
Forms
Client portal
Automations
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Try for free
Invoice Management

Simplify billing and get paid faster

Send polished invoices,accept online payments, and track paid and unpaid work with ease.
Invoicing
Payments
Expenses
Accounting integrations
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Try for free
Project Management

Deliver projects on time and budget

Organize and monitor your project delivery with integrated tools.
Projects
Time tracking
Budgets
Reports
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Try for free

Why small businesses choose Zoom

Cut costs
Small businesses save hundreds of dollars monthly by bundling all their in one integrated platform.
Look professional
Elevate your business presentation with Bonsai's best-in-class products and polished client experiences.
Save time
Focus on what you do best: your actual work. Bonsai handles all your admin from clients, invoices, contracts, and more.
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
© 2026 Bonsai Technologies Inc
Bonsai, a Zoom company.
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