Bonsai

Everything you need to win more clients, look professional and get paid faster.

• Win clients
  • CRM — all your client relationships, contacts, and history in one place.
  • Pipeline — track leads and prospects, from first call to closed deal.
  • Meetings Sync — centralize your client meetings, notes, and transcripts.
  • Proposals — send professional on-brand proposals in minutes.
  • Agreements — create and send contracts with built-in e-signature.
  • Forms — build custom forms to collect client info, feedback, and more.
• Deliver client work
  • Projects — organize project info, files, tasks, and timesheets in one place.
  • Client Portal — create a branded, secure, and collaborative hub for your clients.
• Get paid
  • Invoicing — send invoices and put billing on auto-pilot with retainers.
  • Payments — get paid faster with integrated online payments.
  • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
• Automate your business
  • Smart triggers — automate your client journey from proposal to invoice.
  • Meeting actions – turn client conversations into tasks, billable time, and more.
• Meetings
  • 40 minutes per meeting
  • 100 participants per meeting
• AI Companion
  • Limited in-meeting use
• Team Chat
  • Instant messaging
• Phone
  • VoIP calling
• Scheduler
  • 1 personal booking page
• Whiteboard
  • 3 editable whiteboards
• Clips
  • 5 two-minute clips
• AI Productivity Suite
  • Unlimited manual creation and edits
  • Limited AI capabilities
• Mail
  • Connect Gmail/Outlook in Zoom
• Calendar
  • Sync Google/Microsoft calendars
• Tasks
  • Surface, manage, and complete tasks
• Hub
  • One place for your Zoom files