Bonsai (also known as HelloBonsai) is an all-in-one product suite designed to streamline and automate various aspects of business management, particularly tailored for freelancers and small enterprises.
What Bonsai Does
Bonsai is a comprehensive tool that integrates multiple business functions into a single platform, allowing users to focus on their core activities rather than managing paperwork and administrative tasks. It encompasses a wide range of features to handle everything from client onboarding and project management to financial tracking and contract management.Key Features and Functionality
Proposals and Contracts
- Proposals: Create, send, and track proposals online with custom packages and electronic approvals, helping you win more work efficiently.
- Contracts: Generate and e-sign contracts from vetted templates, ensuring your business is secure and compliant.
Invoicing and Payments
- Invoicing: Use smart, flexible invoicing with features like invoice automation, partial payments, and reminders to get paid on time.
- Financial Tools: Access income reports, expense tracking, and tax estimates to keep a pulse on your business finances.
Project and Time Management
- Project Management: Manage your digital workspace and client list, tracking projects from prospect to payment.
- Time Tracking: Utilize a robust time tracker with timesheets and billing systems to manage your hours effortlessly.
- Task Management: Prioritize tasks and create reusable task templates for ongoing projects.
Client Management
- Client Forms: Collect input from clients automatically using custom client forms, such as intake forms and project-ending surveys.
- CRM: Manage your client list and interactions in one place, ensuring smooth communication and relationship management.
Product Roadmap and Planning
- Product Roadmap: Bonsai supports building and managing product roadmaps with features for task assignment, milestone tracking, and resource allocation.
- Agile Development: It offers tools for agile development, backlog management, and growth planning, helping teams stay aligned with their goals and adapt to changes quickly.
Design and User Experience
- User-Friendly Interface: Bonsai is known for its minimal design, clean typography, and user-friendly interface, making it easy for both users and clients to navigate.
- Client Onboarding: It allows for easy client onboarding with the ability to send messages and documents directly through the platform or via existing email chains.
Automation and Integration
- Smart Automation: Bonsai includes various automation features such as workflow automations (available in higher plans) that help streamline repetitive tasks and improve efficiency.
- Integration: The platform integrates all necessary tools in one place, eliminating the need for multiple separate tools for different tasks.