Proposals, Contracts, Billing, now on Zoom
Start and run your entire business with Zoom. From first call to final payment.
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Bonsai, a Zoom company.
Get all the tools you need to run your business.
Clients
Store every lead, client and vendor—then organise them with color-coded tags, custom fields and quick filters.
Invoicing
Effortless professional invoicing on autopilot with integrated online payments, subscription billing, and more.
Contracts
Create, send and e-sign contracts in just minutes with ready-to-use templates. Send automatic client reminders and receive read receipts.
Proposals
Create and send great-looking, easy-to-approve proposals. The best way to sell your custom packages and close new clients.
Client portal
Give clients secure access to their projects, invoices, agreements, and communications through a branded portal experience.
Projects
Seamlessly link CRM contacts to active projects, allowing you to track client work progress without switching between platforms