Bonsai Reviews & Product Details

Honestly, for the price I'm paying, the product is solid. I've had my gripes with their support team and some of the UI changes they've made over the past year, but overall, they're addressing a critical business function that's remained affordable even as my team has expanded. The ability to track my time and have the hours automatically populate into an invoice has been incredibly time-saving. Offering online payments while passing on fees to clients who choose that option has been a great feature as well. Overall, the templates and integrations have made the product very enjoyable to use, and it's become so essential that I actually take the time to reach out to customer support and provide feedback when things aren't working correctly. Review collected by and hosted on G2.com.

Customer support can be difficult to work with, whether it’s their staff not knowing how some features work, providing incorrect responses, or giving canned answers for the wrong issue. I feel like they've improved over the past year, but it’s still a challenge. The chat experience still feels like you're just a ticket in their queue, not like you’re having a real conversation with a human. Review collected by and hosted on G2.com.

Professional looking easy to use and implement timer, project/client set up and invoicing/chasing etc. Ability to log a partial payment and email client with updates, disable routine reminders if required and to tweak/suspend accrued interest again as necessary when negotiating with clients (without the overheads of a full accounting app if you're only operating on a micro level). Basic CRM if payng for basic package. Reasonably priced and does what it says on the tin. Templates are useful and allow for limited personalisation. Customer support is always swift to reply and action any issues. Review collected by and hosted on G2.com.

Less functionality for UK based accounts unfortunately re annual accounts/HMRC. Loging in can be slow when obligatory adverts have to be loaded first in order to proceed even though Kaptcha has been 'ticked'. Templates could have more leeway for personalisation,i.e contracts, whilst still prohibiting changing any legal necessities as dictated by country you're located in. Integration of Excel database to Bonsai CRM was limited and would require further liaision to set up via Bonsai Customer Services, so not impossible but a bit of a faff. Review collected by and hosted on G2.com.

It's incredible to send contracts, proposals, invoices, and forms to clients all in the same platform. I love that Bonsai is a one-stop shop for freelancers and small businesses. I use Bonsai almost every day for my business. Their support team is very helpful and quick to respond to any issues I may have encountered. Review collected by and hosted on G2.com.

Some features seem messily put together and poorly thought out for the end user. I hope Bonsai will continue to improve these. Review collected by and hosted on G2.com.

A lot of softwares advertise being an all-in-one resource for freelancers, but, as a freelance designer myself, it was always missing something - until I came across Bonsai. It's minimal, affordable, and super user-friendly. It took me no time to completely set my business up for success compared to other platforms with it's contracts, invoices, taxes, and even tasks taken care of. When I had a question, Bonsai's support team was quick to respond and solve my problem. I use Bonsai every day and look forward to seeing my business grow with them! Review collected by and hosted on G2.com.

I would really like for Bonsai to further develop the task section or develop some kind of integration with Asana. The task section is helpful, but not entirely as advanced as others that I can do without a task management platform. Review collected by and hosted on G2.com.

I like how Bonsai has enabled me to reduce my productivity/operations software spend on a monthly and yearly basis. Since I switched to it, I don't have to have a SaaS software for Accounting/Bookkkeeping/Invoicing, Proposals, Contracts, P&Ls and scheduling because now Bonsai handles this all in one spot. This is important because it both saves my company money and the time having to shift between multiple platforms to handle all of my operational needs. Review collected by and hosted on G2.com.

The "jack of all trades, master of none" figure of speech applies to Bonsai's feature sets sometimes. It might be a thing that is missing or a feature that exsists, but doesn't quite do what I want it to do for a particular need. Review collected by and hosted on G2.com.

Bonsai is most helpful because it's got a user-friendly interface for handling some of my most pressing needs as an independent contractor, without the extra fuss of many other platforms. It's well designed and easy to look at, which makes a lot of tasks that I normally find tedious to be a little more enjoyable. Invoicing is a breeze and my clients have responded well to my proposals made with Bonsai since I switched over to using them. I find the tax extension especially useful for easily tracking business expenses and being prepared for quarterly tax payments and tax time. Review collected by and hosted on G2.com.

While I like the ease of use each of the features around proposal-sending, contracting, invoicing, and questionnaire sending, I wish there was a bit more automated connection between these 4 aspects of the onboarding flow. I can't quite have each of those steps all be completed by a client at the same time- doing certain steps requires completion and back-and-forth communication with me before I can approve/send the next piece, and this slows me down sometimes in terms of responsiveness with sales leads/potential clients. Review collected by and hosted on G2.com.

Ever since I started using Bonsai, I've had the three best consecutive months in my business to date. The proposals I'm creating are just next level in comparison to the platform I was using before. The designs are beautiful and on-brand, and the ability to create templates using saved services is such a massive time-saver. Bookkeeping is a breast. I also love the overall design aesthetic of the platform. Review collected by and hosted on G2.com.

I really wish Bonsai had a better built-in calendar/task-tracking integration that is more like Asana. That is the main thing I feel like would improve this platform. Review collected by and hosted on G2.com.

I love the platform and how user friendly it is. I've been using Bonsai for over 2 years. Review collected by and hosted on G2.com.

I typically reserve my reviews for when I have nice things to say, but I feel compelled to express my disappointment with the customer service at Bonsai. Support sucks and ia basiaclly non existant. I've been waiting for support to get back to me for 9 days now and still nothing. If you don't care about good customer support go with bonsai but if that's inportant to you stay far far away from bonsai becuase they have NO SUPPORT. Review collected by and hosted on G2.com.

Very user-friendly while still robust software for small businesses. It makes my business look more professional towards my clients. I love the fact that I can send a proposal, contract and invoice from within one platform. Automatic invoice reminders and their management are a great feature as well. Review collected by and hosted on G2.com.

I think there is still room for improvement. If it could integrate with QuickBooks Self-Employed version it would be a massive bonus going forward.

Also, being constantly logged out from the portal on my desktop or mobile app is a little bit annoying. Review collected by and hosted on G2.com.

Bonsai has helped me launch my small educational consulting business (I am the only employee). The contract and invoicing are the most helpful features, especially since I can easily have clients e-sign contracts. Also, I love that there are auto reminders for invoices, so I never have to remember to ping clients if an invoice is coming due or overdue. Lastly, the scheduling feature has been great and allowed me to avoid paying for Calendly. Review collected by and hosted on G2.com.

There are lots of aspects of Bonsai that I either do not use or do not know if they make sense for me to use. I wish you could select features and pay a discounted amount if you do not need to use the additional features. Also, I had issues with using Google Meet through the scheduling feature, but since I've purchased an annual Zoom subscription I haven't had any issues and it works seamlessly with the scheduling feature in Bonsai. Review collected by and hosted on G2.com.