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.
With our tech stack before we were spending five times the amount of time managing our operations when all we wanted to focus on was our clients and our work.
— Bobby Barrett, Founder of MASON Collective, sitesbymason.com
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.
With Bonsai we could roll everything under one roof, while still running our business the way we like to. Our processes are streamlined allowing us to more efficiently and effectively serve our clients.
— Bobby Barrett, Founder of MASON Collective, sitesbymason.com
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.
In our project board, we have full visibility of steps from client onboarding all the way through to billing. Bobby and I can track every client project without missing any steps.
— Jillian McTigue, Founder of MASON Collective, sitesbymason.com
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.
It’s been great to be able to easily hop between the CRM to manage our clients and the Projects to track our finances and tasks within Bonsai.
— Bobby Barrett, Founder of MASON Collective, sitesbymason.com
Team members are quickly onboarded and get access to all necessary tools without juggling multiple logins, reducing training time and improving productivity.
