![Anita Q.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anita Q.")
AQ

Anita Q.

Associate

Small-Business (50 or fewer emp.)

5/28/2024

"Great Accounts/CRM/collab solution for micro and small businesses"

5/5

What do you like best about Bonsai?

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.

What do you dislike about Bonsai?

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.

What problems is Bonsai solving and how is that benefiting you?

As a micro business basic package allows me to do several admin/accounts functions in one place with the ability to add more if required such as collaboration and project management. Review collected by and hosted on G2.com.

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