Bonsai Pricing & Plans (2024 Guide)
Bonsai offers a robust platform for freelancers, combining contracts, invoicing, and project management. Its user-friendly design and flexible pricing make it an invaluable tool for streamlining your freelance business operations.
- Comprehensive tool for freelancers.
- User-friendly interface and design.
- Flexible pricing plans available.
- Limited customization options available.
- Some features may be complex.
Free plan?
YesStarting price
$9 per month per userWhat is Bonsai?
How Much Does Bonsai Cost?
Bonsai offers a variety of pricing plans to help freelancers and small businesses manage their work efficiently. Below is a detailed breakdown of Bonsai’s plans, highlighting their key features for different business needs.
Bonsai Pricing Plans
- Comprehensive CRM to manage client relationships effectively.
- Access to a service library for streamlined operations.
- Available on iOS and Android apps for on-the-go management.
- Unlimited clients to expand your business reach.
- Access to all templates for various business needs.
- Forms and questionnaires for client feedback and data collection.
- Scheduling tools to manage appointments and meetings.
- Expense and income tracking for financial management.
- Gantt view for detailed project timelines and planning.
- Custom fields and properties for tailored project management.
- Client portal for seamless client interactions and communications.
- Profit and productivity reports for business performance analysis.
- Request and staffing management for efficient team operations.
- Timesheet locking to ensure accurate time tracking.
- Add markup to expenses for better cost management.
- Hubspot integration for seamless CRM operations.
Add-ons
per month
per month
Bonsai Pricing Plans in Detail
Basic
The Basic plan is designed to help small businesses manage their projects and time efficiently. It offers unlimited projects and clients, a comprehensive CRM, and access to a service library. The plan is available on both iOS and Android apps, making it easy to manage your business on the go.
Essentials
The Essentials plan builds on the Basic plan by adding features like sending agreements and invoices, access to all templates, and tools for scheduling and expense tracking. This plan is ideal for freelancers who need to manage their finances and client interactions efficiently.
Premium
The Premium plan offers advanced project management features, including project insights, workload management, and a Gantt view. It also includes custom fields and properties, a client portal, and profit and productivity reports, making it perfect for growing teams looking to optimize their operations.
Elite
The Elite plan is designed for large enterprises that require powerful team management and reporting features. It includes custom permissions, request and staffing management, timesheet locking, and Hubspot integration, providing a comprehensive solution for managing large teams and complex projects.
Top Bonsai Features
Contract Management
Imagine having all your contracts organized in one place, ready to be sent to clients with just a few clicks. I found this feature incredibly useful as it saved me time and ensured I never missed a contract deadline. You can customize templates to fit your needs, making the process seamless and professional. It's like having a personal assistant dedicated to handling your contracts, allowing you to focus on what you do best.
Invoicing
Creating and sending invoices can be a hassle, but with Bonsai, it's a breeze. I loved how easy it was to generate invoices that looked professional and were tailored to my brand. You can set up recurring invoices, track payments, and even send reminders to clients. This feature ensures you get paid on time, every time, without the stress of manual follow-ups.
Project Management
Keeping track of multiple projects can be overwhelming, but Bonsai's project management feature simplifies it all. I appreciated how I could see all my tasks, deadlines, and client communications in one dashboard. It helped me stay organized and on top of my workload, ensuring nothing slipped through the cracks. This feature is a game-changer for anyone juggling multiple projects.
Time Tracking
Time is money, and Bonsai's time tracking feature ensures you make the most of it. I found it incredibly helpful to log my hours directly within the platform, making billing clients accurate and straightforward. You can track time spent on each project, helping you understand where your time goes and how to optimize your workflow for better productivity.
Expense Tracking
Managing expenses is crucial for any business, and Bonsai makes it effortless. I loved how I could easily log expenses and categorize them for better financial insights. This feature helped me keep track of my spending, ensuring I stayed within budget and maximized my profits. It's like having a financial advisor at your fingertips, guiding you towards better financial health.
Client Portal
Bonsai's client portal is a fantastic way to enhance client communication and transparency. I enjoyed how clients could access their projects, invoices, and contracts in one place, reducing back-and-forth emails. This feature fosters trust and professionalism, making clients feel valued and informed throughout the project lifecycle. It's a win-win for both parties.
Proposal Creation
Crafting proposals can be time-consuming, but Bonsai streamlines the process beautifully. I appreciated how I could create stunning proposals that captured my brand's essence and impressed potential clients. You can customize templates, add multimedia elements, and track proposal views, giving you insights into client engagement. This feature boosts your chances of winning new business.
Task Automation
Automation is a lifesaver, and Bonsai's task automation feature is no exception. I found it incredibly useful to automate repetitive tasks, freeing up my time for more important work. You can set up workflows that trigger actions based on specific conditions, ensuring your business runs smoothly without constant manual intervention. It's like having an extra pair of hands.
Recurring Payments
For those with subscription-based services, Bonsai's recurring payments feature is a must-have. I loved how easy it was to set up automatic billing for clients, ensuring a steady cash flow without the hassle of manual invoicing. This feature provides peace of mind, knowing that payments are handled efficiently and reliably, allowing you to focus on delivering exceptional service.
Custom Branding
Your brand is your identity, and Bonsai allows you to showcase it beautifully. I enjoyed how I could customize invoices, contracts, and proposals to reflect my brand's colors and logo. This feature ensures consistency across all client interactions, reinforcing your brand's professionalism and making a lasting impression. It's a subtle yet powerful way to stand out.
Mobile App
Being on the go is part of the job, and Bonsai's mobile app keeps you connected. I found it incredibly convenient to manage my business from anywhere, whether I was meeting a client or working from a coffee shop. You can access all features, track time, and communicate with clients seamlessly, ensuring your business never misses a beat.
Document Templates
Creating documents from scratch can be tedious, but Bonsai's document templates make it effortless. I loved how I could choose from a variety of templates for contracts, proposals, and invoices, saving me time and ensuring consistency. This feature is perfect for those who want to maintain a professional image without the hassle of designing documents from the ground up.
Who Is Bonsai Best For?
Bonsai is perfect for freelancers and small businesses seeking to streamline their administrative tasks and enhance client interactions. With features like contract management, invoicing, and project tracking, Bonsai helps users maintain professionalism and efficiency without overcomplicating their workflow.
- Ideal for freelancers managing projects.
Bonsai is tailored for freelancers who need to manage multiple projects simultaneously. Its intuitive interface and comprehensive features make it easy to handle contracts, invoices, and client communications, ensuring that freelancers can focus on delivering quality work without getting bogged down by administrative tasks.
- Great for small business owners.
For small business owners, Bonsai offers a suite of tools that simplify business management. From tracking expenses to managing client relationships, Bonsai provides the necessary features to keep operations running smoothly, allowing business owners to concentrate on growth and customer satisfaction.
- Perfect for budget-conscious users.
Bonsai is an excellent choice for those who need powerful business management tools without breaking the bank. Its affordable pricing plans offer essential features like invoicing and contract management, making it ideal for users who want to optimize their workflow while keeping costs low.
Frequently Asked Questions
What pricing plans does Bonsai offer?
Is there a free trial available for Bonsai?
Can I switch Bonsai plans easily?
Does Bonsai offer discounts for annual subscriptions?
Are there any hidden fees with Bonsai?
What payment methods does Bonsai accept?
Can I cancel my Bonsai subscription at any time?
Does Bonsai offer a money-back guarantee?
How does Bonsai's pricing compare to competitors?
Are there any additional costs for Bonsai integrations?
Martin Lunendonk
Martin Lunendonk is a senior tech writer specializing in website builders, web hosting, and ecommerce platforms. With a background in finance, accounting, and philosophy, he has founded multiple tech startups and worked in medium to large tech companies and investment banking, bringing deep expertise and reliable insights to his software reviews.
