Monday CRM vs Bonsai (2025 Comparison)
Monday CRM offers a comprehensive suite of tools for managing projects and teams. With customizable dashboards and robust integrations, it's ideal for businesses looking to enhance productivity and collaboration.
- Highly customizable dashboards
- Robust project management features
- Wide range of integrations
- Steep learning curve for beginners
- Can be overwhelming for small teams
Free plan?
YesStarting price
$12 per month per user
Bonsai is a versatile platform for freelancers, offering tools for contract management, invoicing, and time tracking. Its intuitive design makes it a top choice for streamlining business operations.
- Excellent contract management
- Intuitive time tracking
- Ideal for freelancers
- Limited scalability options
- Fewer integrations available
Free plan?
YesStarting price
$9 per month per userWhat is Monday CRM?
Monday CRM is a versatile customer relationship management tool designed to streamline your business processes. It offers a user-friendly interface that allows you to manage leads, track sales, and automate workflows effortlessly. With its customizable dashboards and robust integrations, Monday CRM helps you stay organized and make data-driven decisions. Whether you're a small business or a large enterprise, this tool adapts to your needs, enhancing productivity and collaboration across teams.
What is Bonsai?
Bonsai is a comprehensive platform tailored for freelancers and small businesses, offering tools to manage contracts, invoices, and project timelines. It simplifies administrative tasks, allowing you to focus on your core work. With Bonsai, you can create professional proposals, track time, and ensure timely payments, all in one place. Its intuitive design and automation features make it an essential tool for anyone looking to streamline their business operations and enhance client relationships.
Pros and Cons of Monday CRM vs Bonsai
Pros & Cons of Monday CRM
- Monday CRM offers dashboards that can be tailored to fit your specific needs, providing a personalized view of your projects and tasks. This flexibility is ideal for teams that require a unique workflow.
- With a wide range of tools to plan, execute, and monitor projects, Monday CRM supports teams of all sizes, making it perfect for businesses with complex project needs.
- Monday CRM integrates with popular tools like Slack and Google Workspace, allowing you to connect with your existing systems and streamline your workflow.
- While Monday CRM offers a wealth of features, new users may find it challenging to navigate initially. However, with time and practice, the platform becomes more intuitive.
- The extensive features of Monday CRM may be more than what small teams need, potentially leading to underutilization of the platform's capabilities.
Pros & Cons of Bonsai
- Bonsai provides templates and automation features that simplify the process of creating and managing contracts, making it a top choice for freelancers and small businesses.
- With an easy-to-use interface, Bonsai makes it simple to log hours and track project progress, ensuring accurate billing for clients.
- Bonsai's all-in-one platform is designed to meet the needs of freelancers, offering tools to manage contracts, invoices, and project timelines efficiently.
- While Bonsai is perfect for freelancers and small businesses, it may not offer the scalability needed for larger organizations looking to expand.
- Compared to other platforms, Bonsai offers a limited number of integrations, which may restrict its ability to connect with existing systems.
Monday CRM vs Bonsai: At A Glance
Monday CRM vs Bonsai: A Detailed Breakdown of Key Features
Customizable Dashboards
Monday CRM offers highly customizable dashboards that allow you to tailor your workspace to fit your specific needs. This feature is particularly beneficial for teams that require a personalized view of their projects and tasks. Bonsai, while offering some customization, is more limited in this area. If you need a tool that adapts to your workflow, Monday CRM is the better choice.
Time Tracking
Bonsai excels in time tracking, providing an intuitive interface that makes it easy to log hours and track project progress. This feature is especially useful for freelancers who need to bill clients accurately. Monday CRM also offers time tracking, but it's more integrated into its broader project management suite. If precise time tracking is crucial, Bonsai is the way to go.
Project Management
Monday CRM is a powerhouse when it comes to project management, offering a wide range of tools to plan, execute, and monitor projects. Its features are designed to support teams of all sizes, making it ideal for businesses with complex project needs. Bonsai, while offering project management capabilities, is more suited for smaller projects. If you need a comprehensive project management solution, Monday CRM is the better option.
Contract Management
Bonsai stands out in contract management, providing templates and automation features that simplify the process of creating and managing contracts. This is particularly beneficial for freelancers and small businesses. Monday CRM offers contract management as part of its broader suite, but it's not as specialized. If contract management is a priority, Bonsai is the superior choice.
Invoicing
Bonsai offers robust invoicing features, allowing users to create, send, and track invoices with ease. This is a key feature for freelancers who need to manage their finances efficiently. Monday CRM also provides invoicing capabilities, but they are more integrated into its overall platform. If invoicing is a critical component of your workflow, Bonsai is the better option.
Collaboration Tools
Monday CRM excels in collaboration tools, offering features like shared boards, real-time updates, and team communication channels. These tools are designed to enhance teamwork and streamline communication. Bonsai also offers collaboration features, but they are more focused on client interactions. If team collaboration is a priority, Monday CRM is the better choice.
Pricing Comparison of Monday CRM and Bonsai
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Monday CRM and Bonsai. This comparison will highlight the best option for managing your business needs.
Monday CRM Pricing Plans
- Unlimited customizable pipelines for better workflow management.
- Access to unlimited contacts and boards for comprehensive data handling.
- Templates for lead, contact, and deal management to streamline processes.
- iOS and Android apps for on-the-go access and management.
- 2-way email integration with Gmail and Outlook for seamless communication.
- AI email generator to enhance email productivity and personalization.
- Activity management to keep track of all sales activities efficiently.
- Quotes and invoices feature to streamline financial transactions.
- Email templates with custom parameters for personalized communication.
- Email tracking and automations to monitor and automate email processes.
- Sequences for automating follow-up emails and nurturing leads.
- Mass emails with HTML editor for designing and sending bulk emails.
- Mandatory fields to ensure essential information is captured.
- Team goals to align and track team performance and objectives.
- Advanced analytics with dashboards up to 50 boards for in-depth insights.
- Enterprise-scale automations and integrations for large-scale operations.
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.
Our Rating Methodology
We rigorously evaluate each CRM tool, focusing on key aspects like functionality, scalability, and integrations. By analyzing user feedback and conducting hands-on testing, we ensure our recommendations align with your business needs. Each factor is weighted to provide a comprehensive final score, helping you make informed decisions.
Monday CRM or Bonsai: Which One Matches Your Business Needs?
Choose Monday CRM If You Need ...
- Comprehensive project management
If you need a comprehensive project management solution, Monday CRM is the better option. Its wide range of tools supports teams of all sizes, making it perfect for businesses with complex project needs.
- Wide range of integrations
If you require a tool that integrates with popular systems like Slack and Google Workspace, Monday CRM is the ideal choice. Its extensive integrations allow you to streamline your workflow and connect with existing systems.
Choose Bonsai If You Need ...
- Ideal for freelancers
If you are a freelancer looking for an all-in-one platform to manage contracts, invoices, and project timelines, Bonsai is the perfect choice. Its intuitive design and automation features make it a top choice for streamlining business operations.
- Excellent contract management
If contract management is a priority, Bonsai is the superior choice. Its templates and automation features simplify the process of creating and managing contracts, making it ideal for freelancers and small businesses.
Frequently Asked Questions
Which tool is better for project management?
Is Bonsai suitable for large businesses?
Does Monday CRM offer time tracking?
Can Bonsai integrate with other tools?
Which tool offers better customer support?
Is security a concern with these tools?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
