Design agency MASON Collective manages clients and projects in one place with Bonsai

From Asana and Harvest to Bonsai

Before adopting Bonsai, MASON Collective's team was overwhelmed by the number of tools they used to manage their operations. They relied on Asana for project management, Harvest for time tracking, Stripe for recurring client billing, and other tools like Adobe Sign and Calendly.

This patchwork of solutions made their workflow complex and time-consuming. The team found themselves spending valuable time managing these tools and extending themselves to still give their clients and work the time they deserve.

Managing clients and projects in one place

MASON Collective's team looked for a more streamlined approach and chose Bonsai for its ability to consolidate multiple functions under one roof. Bonsai allowed them to manage client onboarding, create proposals, track projects, and handle billing seamlessly.

This transition not only simplified their operations but also enabled them to convert leads into working clients more quickly.

Enhanced project management and efficiency

With Bonsai, MASON Collective's team can templatize tasks, making project setup faster and more consistent. They track project progress against budgets for managing both fixed-price and time-and-materials projects. For ongoing clients, Bonsai facilitates tracking retained hours and automates the billing process.

Improved client and team coordination

Bonsai's integrated features allows MASON Collective to manage client interactions and internal operations more effectively. With the CRM capabilities they can easily track client details, project status, and financial information.

Team members are quickly onboarded and get access to all necessary tools without juggling multiple logins, reducing training time and improving productivity.