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C L.

1 year ago

Verified

Excellent customer/client management for solo starting out, hope Bonsai grows with small biz

I'm glad to have found this platform, have appreciated the ways it streamlined some of my business and remain excited about its potential. I've looked at many industry specific platforms for my service industry and they all were clunky or extremely expensive. I don't need industry-specific software though, I just need a clean, easy to use project / client management platform where I can send invoices/contracts and schedule client appointments. Bonsai has some stand-out features, among the best are its scheduling and client portal (to allow clients to view an invoice or uploaded files). Bonsai works great with apple/mac/iphone OS calendar and is very useful for client onboarding / invoicing. I would love to see Bonsai develop additional features for growing businesses, even if that involved a modest add-on fee (so long as the add-on fee didn't get carried away,)

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Andrea M.

1 year ago

Verified

Great Time-Tracking Features and Easy to Use

Overall, I found Bonsai to be a very good program for tracking both billable and non-billable time spent on projects. Features like the in-app timer, when I remembered to use it, were great and could track my time for me automatically. This significantly reduced the time I had to spend filling out timesheets manually at the end of each week. I found the timesheets function in Bonsai to be pretty intuitive and easy to navigate. The ability to report on time spent for an individual or the entire team was also quite useful and easy to generate. Overall, I was quite pleased with the time tracking features in Bonsai and my experience with the software was very good.

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Daniela V.

1 year ago

Verified

So far so good!

So far so good. Love the UX, willing to giving it more time to try but maybe will have to switch to "rounded".

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Emeline B.

1 year ago

Verified

Best project management tool for our agency!

Bonsai has significantly boosted our team's productivity, allowing us to focus more on delivering quality services to our clients. We highly recommend it to any agency or other type of small business looking to improve their business processes.

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Lauren E.

1 year ago

Verified

Bonsai is the easiest CRM I've ever used!

9/10. I just started my business and tried several other CRM platforms for days and got no where. With Bonsai, I had my entire set up done in less than an hour. It's very intuitive and easy to use.