Bonsai
 | |
| Privately held company | |
| ISIN | 🆔 |
| Industry | |
| Founded 📆 | 2016, in San Francisco, California, United States.[1] |
| Founder 👔 |
|
Area served 🗺️ | Global |
| Products 📟 | |
| Services | Web applications |
| Members | |
Number of employees | 25 (2024)[7] |
| 🌐 Website | www |
| 📇 Address | |
| 📞 telephone | |
Bonsai is a project management software designed to assist small businesses and teams in managing tasks, client relationships, invoicing, and contracts. The software provides a streamlined solution for managing workflows, financial processes, and client collaboration. Since its release, Bonsai has gained a strong following among agencies and service-based professionals due to its comprehensive approach to business management.
Company history
Bonsai was founded in 2016 with the goal of simplifying administrative tasks for freelancers and small teams. Initially starting as a tool for creating contracts and invoices[8], the platform quickly evolved to include more robust project management features such as task tracking, time tracking, and client communication.
Features
Bonsai offers a range of features that aim at making project management and business administration easier:
Project Management: Bonsai allows users to organize tasks and projects by milestones, ensuring timely completion. Features such as task prioritization, scheduling, and progress tracking help users manage multiple projects at once.
Client CRM: The software includes CRM (Customer Relationship Management) features, allowing users to store client information, track communication history, and maintain client relationships efficiently. It also offers a client portal that helps centralize all client communication and share documents.[9]
Time Tracking: Teams can track the time spent on each project or task using the integrated timer. Bonsai also generates timesheets and reports on utilization and actual time vs estimates. Billable time can also be linked to invoices for accurate billing.
Invoicing and Payments: The software provides built-in tools for generating professional invoices, setting up recurring invoices, and accepting payments from clients via integrated payment platforms such as PayPal, Stripe, and others.
Contracts and Proposals: Bonsai provides customizable contract and proposal templates to help users quickly create legally vetted agreements. It also supports e-signatures, which enable a seamless execution of contracts with clients.
Resource Management: the software also provides a resource planning tool, allowing users to balance workload and optimize their team capacity.
Expense Tracking: Bonsai includes an expense management feature that helps users keep track of business expenses and easily categorize them for tax reporting purposes.
Financial Reporting: Users can generate financial reports such as income statements and expense summaries, giving them a clear overview of their business performance.
Automation: The platform incorporates automation features, such as sending recurring invoices, follow-up reminders for payments, and automated contract signing processes.
References
- ↑ "Bonsai wants to be the freelancer's best friend". techcrunch.com. Retrieved 2016-02-22.
- ↑ "The Project Management Tool Trusted by Agencies". hellobonsai.com. Retrieved 2016-09-01.
- ↑ "CRM Software". hellobonsai.com. Retrieved 2022-01-01.
- ↑ "Invoicing Software". hellobonsai.com. Retrieved 2022-01-01.
- ↑ "Resource Management Software". hellobonsai.com. Retrieved 2022-01-01.
- ↑ "Time Tracking Software". hellobonsai.com. Retrieved 2022-01-01.
- ↑ "Bonsai - Y Combinator". ycombinator.com. Y Combinator. 5 September 2024. Retrieved 5 September 2024.
- ↑ "Best Invoicing Tool". https://petapixel.com/. Petapixel. External link in
|website=(help) - ↑ "Bonsai Review (client on-boarding software)". https://sprucerd.com/. Sprucerd. External link in
|website=(help)
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