Bonsai, often referred to as HelloBonsai, is an all-in-one product suite designed to streamline the business management processes for freelancers and small enterprises. Here’s a comprehensive overview of what Bonsai offers:
What is Bonsai?
Bonsai is a robust tool that integrates various business management functions into a single platform, allowing users to focus on their core work rather than paperwork. It is tailored to meet the diverse needs of freelancers and small businesses, providing a unified solution for managing multiple aspects of their operations.
Key Features and Functionality
Proposals and Contracts
- Proposals: Create, send, and track proposals online with custom packages and electronic approvals. This feature helps users win more work by making the proposal process efficient and professional.
- Contracts: Generate and e-sign contracts from vetted templates. Bonsai sends automatic reminders if clients delay signing, ensuring timely agreements.
Invoicing and Payments
- Invoicing: Use smart, flexible invoicing with automation features such as invoice generation, payment reminders, and overdue late fees. The system also supports partial payments and professional invoice attachments.
- Financial Tools: Keep track of business finances with income reports, expense tracking, and tax reminders. This helps in maintaining a clear financial overview and ensuring timely tax compliance.
Client and Project Management
- CRM System: Manage your client list and track basic contact information, completed and ongoing projects, and additional notes. Clients can also have their own view to manage payments or contracts.
- Project Workflow: Prioritize tasks for ongoing projects and create reusable task templates. This feature helps in organizing and managing project workflows efficiently.
Time Tracking and Billing
- Time Tracker: Use an all-in-one time tracker, timesheets, and billing system to manage hours worked and generate accurate bills based on tracked time.
Custom Forms and Surveys
- Client Forms: Collect input from clients automatically using custom client forms, such as client intake forms and project-ending surveys.
Collaboration and Automation
- Collaboration: Collaborate with coworkers or clients, and grant limited access to subcontractors or partners if needed. The Workflow Plus plan adds features like workflow automation and a client portal.
- Automation: Automate various tasks, including invoice generation, payment reminders, and contract signing reminders, to streamline business operations.
Pricing
Bonsai offers two main plans:
- Workflow Plan: Starts at $19/month and includes most of the core features necessary for managing a freelance business or small enterprise.
- Workflow Plus Plan: Starts at $29/month and adds additional features such as white labeling, workflow automation, and a client portal. Users can get 2 months free if they subscribe to an annual plan.
Trial and Support
Bonsai provides a free 2-week trial for users to experience its capabilities before committing to a subscription. The customer support is responsive and helpful, making it easier for users to get assistance when needed.
In summary, Bonsai is a comprehensive tool that simplifies business management by integrating multiple essential functions into one platform, making it an ideal solution for freelancers and small enterprises looking to streamline their operations.