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SMBs, agencies, mid-size businesses
Revenue Cloud customers range from small to enterprise organizations, spanning high-tech, manufacturing, HLS, and more.
As someone who is primarily a creative, having some of the business elements of my work streamlined through Bonsai has been very helpful in taking care of my clients.
The payment processing times were misleading, there was different info in their FAQ, in the email confirmation for payments, and what showed up within the interface.
The product is super easy to use, and i love the templates for contracts and proposals and invoices. It has helped me look professional and streamline my customer management.
The accounting feature is bad. It doesntautomatically categorize and you cant set rules or project revenue and expenses.
I'm glad to have found this platform, have appreciated the ways it streamlined some of my business and remain excited about its potential.
The only dislike I have with Bonsai is that you cannot get instant pay right away, and starting out it will take 7-10 business days to receive your payouts.
They are also SUPER quick to respond with support when needed. Huge Fan of Bonsai and happy I chose them over everyone else <3.
As it is now, there's no reason for my clients to even log into the portal because everything just goes to their email. But emails can get messy so i'd prefer the alternative.
It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.
Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.
Best thing about the company is their integrity - love the customer service and quality behind the team.
Sometime multiple option may confuse the user as interface is bit complex.
They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.
I know it was quite difficult to implement for my team. It took a few months to have it completely built out.
Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.
When asking Etherios for the documentation multiple times, they had said they would not leave us high and dry. Unfortunately, that's exactly what happened.
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Bonsai
Top FeaturesSalesforce Revenue Cloud
Bonsai
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