Bonsai Reviews

I am a small business owner and HelloBonsai has honestly been one of my favorite companies I have ever worked with. I love their product, but love the customer experience even more.

They genuinely listen when you make suggestions and their customer support team is amazing!

Just in the year or so that I have used them they have already implemented multiple features that I, and many other clients, have suggested (some of which I couldn't find in any other similar platform I had looked at).

Being a business owner is crazy sometimes with how many hats you have to wear, and their platform has been a time and effort saver in a lot of ways. Some of my favorite features include being able to send invoices and have clients pay me online through their platform, invoice auto-reminders for clients so I'm not spending so much time chasing money, built in contracts with electronic signatures, the client portal, time and budget tracking for projects...

As with everything I use in the world of technology, there are things I get frustrated with and don't necessarily love about their platform, but even still I would recommend them without hesitation as I have watched them improve on a weekly basis, giving me confidence in the future of this program.

Bonsai has been a game-changer for my agency! It's like having a personal assistant that handles all the tedious admin work. The templated contracts save me a lot of time on paperwork, and I love how everything updates automatically when payments come in, or projects move forward. Their automated workflows help me set up when documents and updates get sent to clients. Everything is streamlined, from project management to time tracking, helping me stay profitable. Plus, their customer service is exceptional. Always helpful and responsive when I need them. They listen to my feedback and consider feature requests, making me feel valued as a customer. I can finally focus on what matters: growing my business. Definitely worth the investment!

Bonsai has been essential for our small consulting business. I’ve been really impressed with their customer support—they’re always ready to help with any questions or feedback. Team time tracking is one of our favorite features. We can keep track of everyone's work hours on different projects, making sure everything gets done on time.

The automatic timesheets are a huge plus, saving us from manual entry and reducing mistakes. Plus, converting tracked time into invoices is easy, which has made our billing process much quicker and easier each month. Having real-time insights from the time tracking has also helped us work more efficiently and make smarter decisions.

The Bonsai app keeps getting better with regular updates and new features, so it's essential for us. It’s helped us stay organized and boosted our productivity in a big way.

Bonsai has been an outstanding productivity boost. I have been able to maximize time with my clients rather than paperwork, from start to finish. The proposal templates, their calendar booking tool, CRM management, and invoicing automation have allowed me to understand my best customers, best offers, cash flow, and resource usage. The integration is easy, and the overall use called for minimal time spent on learning the tool. I was able to hit the ground running because it is so easy to use.

We recently moved from Monday to Bonsai for our agency because we needed and integrated solution for project management and financial reporting. Bonsai is built for agencies like ours and is really easy to use. The team helped us set up our account and is very open to our feedback and feature suggestions.

While project management tools like Monday and ClickUp are built as general solutions for any type of business, Bonsai is laser-focused on solving the unique needs of creative agencies and freelancers. It's designed from the ground up to streamline the entire client lifecycle that agencies like us go through - from an integrated CRM for seamless onboarding with professional proposals and e-signatures, to a highly visual project management system tailored for the creative process with the ability to visually map out project timelines, assign tasks, and track time directly tied to milestones and deliverables, all the way through to automated invoicing and online payments that eliminate lost billable hours. For an agency that lives and breathes creative client work, having a purpose-built solution like Bonsai to cohesively manage the entire engagement lifecycle in one smooth, efficient system is a game-changer that transforms scattered, manual processes into a powerfully integrated workflow truly built for your industry's needs.

Bonsai has made creating contracts, getting signatures, etc. super easy. It's saved me a lot of time and effort. Well worth the cost.

Date of experience: June 17, 2024

They have been very helpful with our small business and as an agency owner they have been very helpful with any questions or feedback we have! They are always evolving and adding new features.

Very easy to use. Has really increased my efficiency in sending out contracts and invoices.