CRM

Manage your client relationships seamlessly with the Bonsai CRM

From first impression to final payment, Bonsai’s CRM helps you win new work, onboard clients, and maintain a polished client experience.

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Manage your client relationships seamlessly with the Bonsai CRM

Win new work, onboard clients, and get paid

CRM

Pipeline

Proposals

Contracts

Meetings Sync

Client Portal

Forms

Invoicing

Centralize all client interactions

Centralize all client interactions

Organize every client relationship in one place.
Store all contacts, notes, and communication history in a single, easy-to-access view.
Sync Zoom meetings and interactions to keep client records accurate and up to date without manual effort.*

*Requires separate Zoom Workplace subscription for Zoom Meetings features.

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Close new clients

Create polished proposals fast with templates, branding, and client details built in.
Track views and approvals so you know exactly when to follow up.
Convert approved proposals into projects or invoices instantly.

Close new clients

Connect your Zoom calls to your client workflows

Connect your Zoom calls to your client workflows

Instantly turn clients meetings into proposals, tasks, or billable hours to streamline your workflow and get paid faster.

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Collaborate with clients

Gather the right information upfront with customizable forms.
Offer clients a branded, secure hub for accessing projects, files, and invoices.
Simplify collaboration and reduce back‑and‑forth emails.
Keep clients informed and engaged with real‑time updates.

Collaborate with clients

Get paid faster

Get paid faster

Create on-brand invoices in minutes.
Get paid faster with online payments and automatic reminders.
See when clients view invoices with read receipts.

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