CRMStore every lead, client and vendor—then organise them with color-coded tags, custom fields and quick filters.
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.
Client portalGive 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
Big fan. I run my consultancy and Bonsai cuts down on my admin time and makes me look slick and professional. I’ve tried other platforms, Bonsai is the best.
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