Bonsai

Bonsai helps small businesses manage contracts, invoices, and proposals in one customizable workspace. Its most used by solo professionals and small teams in creative and consulting roles. Reviewers highlight its editable templates and multi-currency billing as standout features. Payment delays and limited user permissions are common drawbacks. Advanced features like custom permissions and timesheet locking support growing teams.

Bonsai belongs to the Expense Report, Architecture, Advertising Agency, Agile Project Management, Billing and Invoicing, Budgeting, Business Management, CRM, Capacity Planning, Coaching, Contract Management, Forms Automation, Gantt Chart, Kanban Tools, Law Practice Management, Legal Billing, Legal Calendar, Professional Services Automation, Project Management, Project Planning, Project Tracking, Proposal Management, Resource Management, Scheduling, Small Business CRM, Task Management, Tax Preparation, Time Clock, Time Tracking, Time and Expense, Workflow Management category.

Bonsai offers features such as Approval Process Control, Expense Tracking, Receipt Management, Data Import/Export, Document Management, Quotes/Estimates, Assignment Management, Billing & Invoicing, Commenting/Notes, File Sharing, Performance Metrics, Task Management, Task Scheduling, Time Tracking, Gantt/Timeline View, Kanban Board, Prioritization, Resource Management, Status Tracking, Team Management, Workflow Management, Appointment Management, Automated Scheduling, Availability Management, Calendar Management, Client Database, Client Management, Mobile Access, Online Payments, Recurring Appointments, Billing Portal, Contact Database, Customizable Invoices, Invoice Processing, Mobile Payments, Payment Processing, Tax Calculation, Time & Expense Tracking, Customizable Reports, Financial Management, Real-Time Data, Third-Party Integrations, Access Controls/Permissions, Project Management, Reporting & Statistics, Scheduling, Contact Management, Lead Management, Reporting/Analytics, Sales Pipeline Management, Alerts/Notifications, Real-Time Monitoring, Appointment Scheduling, Progress Tracking, Completion Tracking, Digital Signature, Document Storage, Electronic Signature, Pre-built Templates, Collaboration Tools, Customizable Forms, Customizable Templates, Forms Creation & Design, Forms Management, Process/Workflow Automation, Dependency Tracking, Drag & Drop, Milestone Tracking, Project Planning, Search/Filter, KPI Monitoring, Multi-board, Roadmapping, Accounting, Activity Tracking, Electronic Payments, Reminders, Project Tracking, Timesheet Management, Multiple Projects, Project Planning/Scheduling, Reporting/Project Tracking, Due Date Tracking, Template Management, Project Time Tracking, Content Library, Proposal Generation, Templates, Capacity Management, Forecasting, Resource Scheduling, Booking Management, Calendar Sync, Online Booking, Real-time Scheduling, Calendar/Reminder System, Marketing Automation, Segmentation, Task Editing, To-Do List, Client Portal, Tax Management, Overtime Calculation, Vacation/Leave Tracking, Billable & Non-Billable Hours, Employee Database, Online Time Tracking, Business Process Automation, Workflow Configuration.

Yes, Bonsai offers a free trial.