Bonsai
Integrated system for client management, project delivery, and financial operations that consolidates CRM, scheduling, proposals, time tracking, invoicing, payments, and reporting
Launch screenshots from Product Hunt, Nov 2018
The platform is an integrated system for client management, project delivery, and financial operations that consolidates CRM, scheduling, proposals, time tracking, invoicing, payments, and reporting to replace multiple disconnected tools. It sells to service businesses including creative, marketing, software, consulting, engineering, IT, accounting, and architecture firms, as well as freelancers, serving operations, finance, project managers, and leadership across small firms to enterprise teams. It is delivered as a SaaS platform with AI connectivity via MCP and onboarding support.
Key features
- CRM and pipeline management
- Scheduling
- Estimates and proposals
- Agreements and contracts
- Forms
- Client portal
- Project and task management
- Gantt chart
- Time tracking
- Timesheets
- Resource planning
- Reporting and forecasting
- Invoicing
- Payments and recurring payments
- Expenses tracking
- Bookkeeping
- Rate cards
- Budget tracking
- Accounting integrations
- Bonsai MCP AI connectivity
- No social media activity within the last 30 days
- Blog
- Partner program
- Referral program
- Affiliate program
- Marketplace
- Docs
- Agencies
- Freelancers solopreneurs
- Operations teams