From prospect to project and contract to payment, you can now manage everything all in one place.
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Add multiple contacts for each client and centralize them.
Centralize notes with your team for all leads and clients.
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Save time and never miss a beat by automating all your client workflows.
Track your contacts from prospect to client.
Consolidate all client files in one place.
Keep your client list organized with clients with tags.
Use a reliable client relationship management system to track your contacts. Create unique clients profiles with all your notes, contacts, rates and tags.
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Get a clear view of all leads, clients and past customers. Stay organized and never miss out on a potential deal.
Invite your clients to access shared files, important updates, invoices, contracts and more in their dedicated, branded portal.
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Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.
Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.
Absolutely. By using the Bonsai Forms integration included in your account, you have the ability to automate leads, manage your client relationships, track project progress and much more with just a few clicks.
Sure! With Bonsai’s custom tagging you have the ability to use your own lead scoring methodology and organize your lead prospects based on how likely they are to turn from prospects to paying customers.
Bonsai CRM is great for all businesses looking to deploy a client management solution that includes a CRM with client portal. Coaches, consultants, architects, lawyers, and accountants are just several of the businesses that use our CRM every day for managing clients and projects.
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