Save hours running your business by using powerful tools to keep it organized.
Contacts list Add multiple contacts for each client and centralize them.
Notes log Centralize notes with your team for all leads and clients.
Automations Save time and never miss a beat by automating all your client workflows.
Pipeline tracking Track your contacts from prospect to client.
File sharing Consolidate all client files in one place.
Client tags Keep your client list organized with client tags.
Manage every client relationship in one organized place.
Build your contacts list
Use a reliable client relationship management system to track your contacts. Create unique clients profiles with all your notes, contacts, rates and tags.
When I onboard a client, there are a lot of details I need to keep track of from contact details to the project rate. All those details can be found in the client profile in Bonsai.
Bonsai partners with Stripe Payments Company for money transmission services and account services with funds held at Evolve Bank & Trust and Fifth Third Bank, Members FDIC. Bonsai cards (Visa® Prepaid Cards) are issued by Celtic Bank, Member FDIC.
*Stripe Treasury Accounts are eligible for FDIC pass-through deposit insurance if they meet certain requirements. The accounts are eligible only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. The FDIC insurance applies up to 250,000 USD per depositor, per financial institution, for deposits held in the same ownership capacity. Neither Stripe nor Bonsai are an FDIC insured institution. The FDIC’s deposit insurance coverage only protects against the failure of an FDIC insured depository institution.Bonsai is not a law firm, and does not provide legal services, advice, or representation. Some product imagery is for illustrative purposes only and the actual product experience may differ.
**Beyond the 7-day trial, there are no monthly fees and no minimums — usage is conditioned to being on a Bonsai paid plan, see details here: https://www.hellobonsai.com/pricing
