Now part of

The client management
platform by Zoom

Streamline client management by bringing your client Zoom meetings, proposals, contracts and invoices in one place.
Try Bonsai for free
Try Bonsai for free
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1030+ Reviews

With Bonsai and Zoom, get all the tools you need to manage your client relations like a pro.

Try Bonsai for free
Try Bonsai for free
CRMStore every lead, client and vendor—then organise them with color-coded tags, custom fields and quick filters.
MeetingsWith Bonsai’s Zoom integration, every client meeting is synced to your CRM, including recordings, transcripts, and AI-powered summaries.
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.
InvoicingEffortless professional invoicing on autopilot with integrated online payments, subscription billing, and more.
Manage client relations

Centralize your
client interactions

Track everything related to your clients in one place:sync your Zoom meetings, see recent activity, projects, invoices, and more.
Try Bonsai for free
Try Bonsai for free
Win new clients

Create beautiful proposals
and win more work

Close more deals with professional proposals:build them in just minutes and track open rate, view rate and more.
Try Bonsai for free
Try Bonsai for free
Get paid on time

Simplify billing and
get paid faster

Send polished invoices,accept online payments, and track paid and unpaid work with ease.
Try Bonsai for free
Try Bonsai for free
Brandon, Full Stack Developer
Bonsai comes fully equipped to handle clients, projects, contracts and invoices. We focus on clients while invoices go out and come back paid. I feel more confident with Bonsai and 100% recommend it.
10,000+
Service firms trust Bonsai

Why small businesses choose Bonsai

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.