--- title: "Bonsai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Bonsai Software - reviews, pricing plans, popular comparisons to other Time Tracking products and more." source_url: "https://www.capterra.com/p/238825/Bonsai/" page_type: "product" language: "en" --- # Bonsai Software Review 2026: Features, Integrations, Pros & Cons Last updated on July 20, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Bonsai ## What is Bonsai? Bonsai is a one-stop platform for agencies, consultancies and professional service providers. It is designed to provide businesses with a complete and real-time overview of their business. Bonsai helps you deliver projects on time and budget, collaborate efficiently with your team and clients, and monitor your business's utilization to get clarity on your team's efficiency & profitability. ## What is Bonsai used for? [Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Contract Management](https://www.capterra.com/contract-management-software/)[Time Tracking](https://www.capterra.com/time-tracking-software/) Recognitions Shortlist Best ease of use Top alternative Featured Overall rating Based on 95 user reviews Reviews sentiment Positive 93% Neutral 2% Negative 5% Starting price $9 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Billing and Invoicing / 2026 - Business Management / 2026 - Advertising Agency / 2025 - Contract Management / 2025 - Forms Automation / 2025 - Gantt Chart / 2025 Our "Best of" badge program showcases products with the highest ratings... - Advertising Agency / 2025 - Billing and Invoicing / 2025 - Business Management / 2025 - Coaching / 2025 - Contract Management / 2025 - CRM / 2025 - Forms Automation / 2025 - Gantt Chart / 2025 - Law Practice Management / 2025 - Legal Billing / 2025 - Professional Services Automation / 2025 - Project Management / 2025 - Project Tracking / 2025 - Proposal Management / 2025 - Scheduling / 2025 - Small Business CRM / 2025 - Task Management / 2025 - Time and Expense / 2025 - Time Clock / 2025 - Time Tracking / 2025 - Workflow Management / 2025 Our "Best of" badge program showcases products with the highest ratings... Do you work for Bonsai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.hellobonsai.com&name=Bonsai) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Bonsai 4.6 (95) VS. [4.6 (1,468)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting Price $9 Per User, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (95) Ease Of Use 4.6 (7,723) Value For Money 4.3 (86) Value For Money 4.4 (6,632) Customer Service 4.3 (81) Customer Service 4.6 (6,337) ## Bonsai alternatives [4.4 (3,312)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.2 (2,057)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.7 (823)](https://www.capterra.com/p/163114/Zoho-Invoice/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars Highest Rated [4.7 (1,738)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/238825/Bonsai/alternatives/) ## FAQs about Bonsai Overview ### What problems does Bonsai solve? Bonsai solves scattered freelance and service-business admin by combining proposals, contracts, e-signatures, time tracking, scheduling, expenses, and invoicing in one workspace. It reduces manual follow-ups, timesheet entry, payment chasing, and tool switching. Freelancers, solo entrepreneurs, consultants, and small agencies benefit most from faster client onboarding and clearer cash-flow visibility. Answer based on 74 reviews Overview ### Which roles and teams benefit most from Bonsai? Bonsai is most used by business owners, founders, and executives who need one place to manage proposals, contracts, invoicing, and client operations. Creative professionals such as designers, art directors, and copywriters benefit from streamlined project workflows, while consultants and administrators use it to organize deliverables, payments, and day-to-day business tasks. Answer based on 95 reviews Overview ### What company size and industries is Bonsai built for? Bonsai is built for small businesses, with 100% of reviewers coming from that segment, especially in Marketing and Advertising at 29% and Design at 20%. It serves SMBs, agencies, consultancies, and mid-size businesses, but reviewer usage is concentrated among smaller firms, with some presence in Information Technology and Services at 7%. Answer based on 95 reviews Features and Usability ### What are the key features of Bonsai? Bonsai includes core business tools like invoicing, contract drafting with electronic signature, proposals, and time tracking. Reviewers also highlight client management, recurring invoices, expense tracking, and project management features such as task lists and board views. Differentiators include customizable templates, automated workflows, and a client portal for files, approvals, and payments. Answer based on 48 reviews Pricing ### How much does it cost and what fees or limitations are included? Bonsai starts at $9/user/month for Basic, with Essentials at 19, Premium at 29, and Elite at 49 per user monthly; a free trial is available. Reviewers say it can replace separate accounting tools and feel worth it, but others call it expensive, cite rising prices, and mention a $100/year add-on. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does Bonsai integrate with? Bonsai integrates with 12 third-party tools, including scheduling, productivity, and accounting platforms such as Calendly, Google Calendar, Gmail, Google Drive, Google Sheets, QuickBooks Online, HubSpot CRM, Slack, Trello, ClickUp, Xero, and Zapier. Answer based on 13 reviews Getting Started and Support ### What training and onboarding options does Bonsai offer? Bonsai provides live online sessions, webinars, documentation, and videos for training. Live online sessions and webinars support guided instruction, documentation gives written reference material, and videos offer visual walkthroughs for self-paced learning and feature review. Answer based on 3 reviews Getting Started and Support ### What customer support options does Bonsai offer, and how do users rate the experience? Bonsai offers email/help desk, chat, a knowledge base, FAQ/forum resources, and 24/7 live rep support. Users often describe support as helpful, knowledgeable, and reasonably fast, with some getting answers within a day or faster. Others report inconsistent response times, unresolved billing or payment issues, and frustration during account access problems. Answer based on 31 reviews Project management ### How good is Bonsai for project management? Bonsai works well for freelancers, agencies, and small service businesses that need simple project management in one place. It combines task views, time tracking, budgeting, and client work management, but more complex teams may find customization, permissions, mobile access, and reporting depth weaker than dedicated project management tools. Answer based on 20 reviews ## Features AI summary Based on 25,441 Time Tracking reviews Capterra data shows that buyers of time tracking software rank the following features as their top priorities: - **Clock In/Out** (**60%** of reviewers rated this feature as critical) - **Online Time Tracking** (**52%**) - **Project Time Tracking** (**55%**) Bonsai supports all three of the features reviewers value most: **Clock In/Out**, **Online Time Tracking**, and **Project Time Tracking**. Together, these capabilities help businesses record work hours accurately, monitor time across projects in real time, and keep billing and workload visibility on track, allowing teams to manage time more efficiently and make better project decisions. Online Time Tracking 4.8 (19) 89.47% of 19 reviewers that rated this feature as important or highly important Track employee and task times using internet connection Project Time Tracking 5.0 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Measure time to completion or hours worked for projects Reporting/Analytics 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Timesheet Management 4.9 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Track the amount of time spent on a job or task Invoice Creation 4.7 (48) 75.00% of 48 reviewers that rated this feature as important or highly important Create invoices from scratch or have recurring invoices Payment Processing 4.3 (42) 61.90% of 42 reviewers that rated this feature as important or highly important Accept, record, and reconcile financial transactions Bonsai 208 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automatic Billing: Setup and send recurring or automated bills - Automatic Formatting: Automatically formats data in a predetermined way - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Bar Chart: A way to visually represent data via blocks the length of which correlates with the values they represent - Billable & Non-Billable Hours: Track billable hours and/or non-billable expenses for work performed - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Billing Portal: Gateway through which end users can view past bills and pay current invoices - Billing Rate Management: Setting up the amount/charge for per hour of work by a company or professional - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Categorization/Grouping: Organize and group data or items based on various criteria - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clock In/Out: Track employees' arrival and departure timings for payroll purposes - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Color Codes/Icons: A way to visually represent data where different categories of items are marked with different colors - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Completion Tracking: Track the current status and completion of activities, tasks, goals or deliverables via progress indicators - Configurable Workflow: Configure existing workflows to meet your organization's needs - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Contract Drafting: Create, edit, and revise contracts/written agreements - Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Dependency Tracking: Track and manage task relationships and dependencies - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Reminders: Reminders sent via email - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Time Tracking: Track and measure time worked for employees - Estimating: Estimate expected cost based on various factors before a project begins - Event Calendar: A list of events with their respective dates - Event Scheduling: Plan an event's time and location - Expense Management: Plan, pay and track business related expenses. - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Lawyers: Software is specifically designed to address the needs of professionals in the law industry - For Small Businesses: Designed for small businesses - Forecasting: Form predictions based on past and present data/trends - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Forms Management: Store, manage and track all forms in a centralized location - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Hourly Billing: Business model that charges based on the amount of time spent on an hourly basis - Interaction Tracking: Track interaction history by documenting conversations for contacts - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice History: Store and view prior invoices for each account/client - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Issue Tracking: Record and follow the progress of every issue - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - KPI Monitoring: Tracking the status of previously identified performance measurements - Labor Forecasting: Predict labor requirements based on past and present data/trends - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Leave Tracking: Manage and track employee attendance - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile App: Access the system via a mobile application - Mobile Payments: Clients can submit payments via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-board: Supports simultaneous creation and work on multiple Kanban boards - Multi-Currency: Manage and handle various international currencies - Multiple Billing Rates: Different tiers of pricing and billing for different employees and situations - Multiple Projects: Ability to handle several projects simultaneously - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - Online Booking: Book meetings and appointments through a website or digital platform - Online Invoicing: Create, send, and view electronic invoices - Online Payments: Accept and process online payment transactions - Online Time Tracking: Track employee and task times using internet connection - Overtime Calculation: Manage and record overtime hours for hourly employees - Payment Processing: Accept, record, and reconcile financial transactions - Percent-Complete Tracking: Level of completion within a task - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Billing: Business model that bills clients an amount based on the project/task/job performed - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - QuickBooks Integration: Integrates with QuickBooks - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Recurring Appointments: Schedule repeating appointments based on a duration of time - Recurring Tasks: Set the frequency of a task's occurrence - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Pipeline Management: Pipeline view and tracking lead status - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Session Notes: Private client session notes for coaching, therapy, etc. - Spreadsheet View: UI looks like a spreadsheet - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Sub-Task Management: Split and manage tasks into individual components - Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Import: Import tasks from external sources - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Tax Planning: Financial planning for tax purposes - Team Collaboration: Allow multiple team members to edit and work on the same document - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Time Tracking by Client: Track time worked per client - Time Tracking by Project: Track time worked per project - Timeline Management: Manage a detailed schedule of a product plan - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Utilization Reporting: Track the frequency of asset usage - Vacation/Leave Tracking: Request, track, and manage time off requests and vacation time - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visual Workflow Management: Create, design, and visually represent processes within the software - Visualization: Graphical representation of data or processes - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (95) 4.3 Based on 95 reviews ## Pricing Value for money 4.3 (86) Free Trial [View pricing plan details](https://www.capterra.com/p/238825/Bonsai/pricing/) Basic $9.00 Per User,Per Month It includes: - Unlimited projects - Tasks & Time Tracking - CRM - Service library - iOS & Android app - Unlimited clients Essentials $19.00 Per User,Per Month It includes: - Everything in Basic plus: - Invoicing & Payments - Proposal & Contracts - Forms & Questionnaires - Scheduling - All Templates - Income tracking - Expense Tracking Premium $29.00 Per User,Per Month It includes: - Everything in Essentials plus: - Project insights - Workload management - Gantt view - Custom fields & properties - Client portal - Profit & Productivity reports - Remove Bonsai branding - Integrations (QuickBooks, Zapier, Calendly, Google) Elite $49.00 Per User,Per Month It includes: - Everything in Premium plus: - Custom permissions - Request management - Staffing management - Timesheet locking - Add markup to expenses - Hubspot integration - Custom data import - Dedicated onboarding Value for money 4.3 (86) 4.3 Based on 86 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Trello](https://www.capterra.com/p/211559/Trello/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ ClickUp](https://www.capterra.com/p/158833/ClickUp/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (81) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (81) 4.3 Based on 81 reviews ## User reviews Overall rating 4.6 Based on 95 reviews Filter by rating 5(73) 4(15) 3(2) 2(2) 1(3) Mentioned topic Sorted by most recent AN Anonymous User Self employed Facilities Services ### "Excellent for freelancers! (& Teams)" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 29, 2025 Overall my experience has been great! This software has saved me a lot of time because I can individually manage all of my projects aspects from this one software. Pros What I like most about Bonsai is I can visually see all my work projects, together all on one one page. Cons I have only used Bonsai for a short time period and have yet to find something that I dislike about Bonsai. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BO Bryanna O. Office Manager Chemicals ### "Bonsai Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 19, 2025 Our overall experience with Bonsai has been lovely so far. We can create estimates to send to our customers, invoices and even get the signature electronically! Pros What we like best about Bonsai is that it is basically a one stop shop! Bonsai has everything that we are looking for with our company, Invoicing, security and the electronic signatures which we are very excited for. Cons There really is not anything that we least like about Bonsai. If i were to say anything at all it would be that we don't use everything they have to offer, which we will, we just haven't gotten there yet. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KS Katie S. Operations Manager Leisure, Travel & Tourism ### "Great for invoicing " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 August 25, 2025 Bonsai is a strong all in one system for freelancers and small service teams who want to run proposals contracts and payments without juggling multiple apps. It is quick to learn and it keeps cash flow and client communication organized. If you need heavy duty CRM or full accounting features you will still pair it with other tools but for everyday operations it delivers a smooth streamlined experience. Pros Bonsai brings proposals contracts invoicing and time tracking into one clean workspace. The templates and e signature make it fast to send professional paperwork. I like the recurring invoices retainers and automatic payment reminders. The client portal keeps messages files and approvals in one place which cuts down on email ping pong. Cons Pricing can climb as you add teammates or advanced features. Project management is fine for simple tasks but it is not as deep as a dedicated tool. Report customization is limited and invoice layouts do not offer a lot of design freedom. Multi currency and tax settings may require manual tweaks if you work across regions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. David C. Founder Information Technology and Services ### "Bonsai Is The Best All-Around Product For Managing a Freelancer / Small Business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2025 I've been using Bonsai for over five years now and over that time have taken a look at the competition to see if maybe they're better or cheaper. Spoiler alert: they're not! Bonsai has everything you need to run a freelancer or small business operation all in the same UI, without having to add apps or move into different interfaces. Pros I've tried just about all the products out there for managing proposals, contracts, invoicing and more as a freelancer, and Bonsai is still the one for me. It's priced less than the competition but gives you more features, and the UI is much better than others. Cons The mobile app is great for viewing things and doing quick adds. About the main thing that it doesn't do as well is time tracking—can't be as granular on the project specifics in the mobile app as I can on the desktop app. Alternatives considered [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) [Dubsado](https://www.capterra.com/p/206389/Dubsado/) [17hats](https://www.capterra.com/p/144328/17hats/) [FreshBooks](https://www.capterra.com/p/142390/FreshBooks/) Reasons for choosing Bonsai Many of the competing products didn't have as much ability to offer clients granular options in proposals and didn't let me put in as much content on the proposals—just single line items instead of paragraphs. Some platforms required adding apps (often at extra cost) to do things that are natively built in to the Bonsai UI. Just a much better overall user experience for me as the freelancer and also for my clients. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RM Rodney M. Contractor Business Supplies and Equipment ### "Never give up , doit better " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 2/10 July 28, 2025 Well since I was victim of scam , I have been doing and learning a lot in how install the right app in mi IMac , you should doit as well Pros Very recently to this but I will give good tips, what exactly is what I like most and what is not good this app Cons In the begging is a little complicate when you do the first installation , so I almost quick , but I got good advice from friends Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. IB Ibrahim B. CEO Marketing and Advertising ### "Hello Bonsai a stable proposal platform that can use AI" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 24, 2025 Overall, it is a stable platform and has been constantly updated. I hope they will focus on agencies rather than freelancers. I also hope they would integrate other payment software for flexibility Pros Bonsai Is an All-Around great platform for a marketing agency. Its winning point is its proposals and upsell capability Cons Still Lacks Native Integrations. It sends you to Zapier for many. I Also Wish they would integrate AI for workflow like many other competitors. Alternatives considered [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) [Wayfront](https://www.capterra.com/p/199996/wayfront/) [Agiled](https://www.capterra.com/p/206203/Agiled/) Reasons for choosing Bonsai It's stable with the least amount of bugs for the price point. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. HG Heldor G. Marketing Manager Mental Health Care ### "All-in-One Tool!" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 20, 2025 Using Bonsai has been a smooth ride, it is user-friendly and well-designed, though pricing may be a concern for some. Pros The automated workflows save a lot of time, and the pre-built contract templates are a great feature! Cons The pricing can be a bit high, especially since some advanced features require higher-tier plans. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM Andrea M. Vice President, Instructional Design Services E-Learning ### "Great Time-Tracking Features and Easy to Use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 January 16, 2025 Overall, I found Bonsai to be a very good program for tracking both billable and non-billable time spent on projects. Features like the in-app timer, when I remembered to use it, were great and could track my time for me automatically. This significantly reduced the time I had to spend filling out timesheets manually at the end of each week. I found the timesheets function in Bonsai to be pretty intuitive and easy to navigate. The ability to report on time spent for an individual or the entire team was also quite useful and easy to generate. Overall, I was quite pleased with the time tracking features in Bonsai and my experience with the software was very good. Pros I really liked the in-app task timer feature. It was particularly useful on days where I needed to split my time between 2 or 3 different tasks. Cons Bonsai allows you to track time down to the task level. While the ability to see and report on time spent at that level of detail can provide some great insights, it can also quickly become cumbersome for users to report their time at that level of detail. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VM Vesna M. Copywriter and Messaging Strategist Marketing and Advertising ### "A cohesive, customizable all-in-one software for proposals, contracts, and invoices" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 November 19, 2024 I've been using Bonsai since 2021. I've thought about moving platforms a few times, mostly looking for something cheaper that also allows me to use my own branding, but I always end up sticking with Bonsai in the end because it allows me to customize so many other things — which, in the end, are more important to me. In the 3+ years I've used Bonsai, I've never had issues with payment processing, invoice/proposal/contract links, etc. I've never had any mishaps with it, and my clients seem to like everything I send from there. Bonsai has actually helped me look professional and prepared. Pros Things I love about Bonsai: (1) Using one tool for proposals, contracts, and invoices It's great to be able to use one tool to manage all 3 major transactional events with clients. It also makes you look like a professional when the things you send to your client all have a cohesive look and feel. (2) The granular level of customizations available for proposals, contracts, and invoices - Proposals are highly customizable. You can start with a template (and there are quite a few good ones) and customize and edit it any way you like. - You can also save your own proposals as reusable templates for future clients. - I love that the proposals have various formats for project-based packages (like allowing the client to select multiple options or making the client pick only one of several options, or not offering options at all ... it really allows you to structure your proposal in the way YOU do business). - I like that both proposals and invoices can be edited \*after\* you send them. So if a client wants to negotiate one last thing, you don't have to cancel the proposal/invoice and start over. You can edit the existing one and the link you sent them still works. - I like that I can decide whether I want to send a proposal/contract/invoice as a link in my own email or send out an "automated" looking email straight from Bonsai. I've tried both ways and both work very well. - I love the ability to completely customize fields in my invoices. Many invoice software out there doesn't allow for a lot of customization, but customization in invoicing is ultra important to me because every project is different. - I like the ability to attach a pdf to the invoice (like bank wire information if the client prefers to pay with that over a credit card payment). - For contracts you have so many different template options, it's easy to find one that matches your needs as closely as possible and then you can even convert it to a fully editable contract where you can add or remove entire clauses and make your own. Then you can save your contract as a template for future clients. - Auto-reminders for invoices are optional. I like that I can turn it on or off on a per-client basis. - There are also lots more customizations for invoices like the ability to do scheduled recurring invoices. It makes me feel like Bonsai can handle whatever business models and client projects I evolve through. (3) The ability to bill in multiple currencies. - I was shocked to discover so many invoicing platforms force you to use your own local currency (e.g., Honeybook). I'm in Canada, but many of my clients are in the U.S. and in Europe, and I prefer to bill in USD. So a multi-currency billing platform was a must for me. (4) Support is decent. - You have to use chat to access customer support, but I have always found them to respond by the next day at the latest. Cons Things I dislike or don't love about Bonsai: (1) I don't care for the calendar and project management features. I'm really picky about my booking calendar and need lots of features. So I feel like Bonsai's pricing went up for features I don't even need or use. For that reason, I ended up downgrading my Bonsai to a lower tier to make it more affordable again — which meant I had to give up custom branding. Bonsai should allow custom branding in the lower tier. The middle tier should include things like the calendar and project management and more CRM features. Don't force people to upgrade to a more expensive tier just to use custom branding. (2) For proposals, I wish Bonsai would make the currency visible to the client. A couple of my clients were confused and asked me if I was charging CAD or USD because on my side of Bonsai, I can see the currency, but on the client's side, they cannot see it. So now I have had to add a note on all my proposals "All currency is x." Bonsai should fix this. Yes, the invoice always shows it, but the proposal should show it as well! (2) The reporting is very confusing to non-USD users. When I look at my dashboard and Bonsai gives me graphs and stats about my earnings, the dropdown menu is not intuitive, and I've had to ask support to help me understand what it means. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CA Claudia A. Founder and Creative Director Design ### "I finally have time to actually work on my business!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 29, 2024 Pros Bonsai has been a game-changer for my freelance business! It's like having a personal assistant that handles all the tedious admin work. The templated contracts save me a lot of time on paperwork, and I love how everything updates automatically when payments come in, or projects move forward. Their automated workflows help me set up when documents and updates get sent to clients. Everything is streamlined, from project management to time tracking, helping me stay profitable. Plus, their customer service is exceptional. Always helpful and responsive when I need them. They listen to my feedback and consider feature requests, making me feel valued as a customer. I can finally focus on what matters: growing my business. Definitely worth the investment! Cons As a solo-preneur, taking time to learn new software can be challenging, especially with so many features to explore. But Bonsai has a very intuitive interface, so I got comfortable with everything in just a few days. Worth the effort! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/238825/Bonsai/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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