Run your business with Zoom + Claude, from first call
to payment

Zoom and Bonsai bring your meeting intelligence and client work into Claude — so you can go from the call to getting paid, without the manual work in between.

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Run your business with Zoom + Claude, from first call to payment

Less switching, more doing – from Claude

Fewer tools, more flow

Fewer tools, more flow

Already in Claude? Now access meeting notes, CRM, and invoicing there too. No more bouncing between apps to get work done.

Time back in your day

Time back in your day

Post-call work is now a few prompts away. Claude re-enters, formats, and follows up, while you review and approve.

You stay in control

You stay in control

Invoices, proposals, and record updates are drafted for review first. You decide what Claude accesses in your connector settings.

See how Zoom and Bonsai support your client work – start to finish – in Claude

Retrieve meeting information from Claude

"What did Sarah need? What did I promise to send her?" Claude pulls the summary and action items through the Zoom connector. No transcripts to read through. No notes app to check. It's all right there.

Update your Bonsai CRM from Claude

"Add Sarah as a new contact in Bonsai. Log the meeting notes. Flag a follow-up for Thursday." Claude writes it directly into Bonsai. Your client record is current before you have finished your coffee.

Draft a proposal from Claude

“Create a proposal for Sarah based on what we discussed.” Set up the proposal from Claude and review, polish and send it from Bonsai.

Set up your invoice from Claude

Once the work is delivered, ask Claude to create an invoice in Bonsai. You review the draft, send and get paid in Bonsai.

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Capture the meeting in Zoom
Security and compliance
Security and compliance

Protect sensitive client data*

Encrypted in transit and at rest

Feature-rich platform supported by encryption technology to support user privacy and security.

Granular AI controls

Admins can enable or disable AI features at the account, group, or user level.

Data residency and retention options

Choose storage regions and retention settings that fit your organization’s compliance needs.

Certifications and audits

Zoom maintains compliance certificates like ISO and HIPPA-ready controls to help meet regulatory standards.

*Security and compliance features described herein apply to Zoom Workplace generally. Zoom makes no representations or warranties as to
their applicability to Bonsai.

Pricing
Pricing

Zoom for Business Owners

For independent professionals managing client work end to end.

Annually

Zoom for Business Owners

 Run your client business from one connected workflow — meetings, notes, CRM, proposals, and invoicing, all in Zoom.

$34.50

  • /user/month
  • billed yearly (20% off)
  • Includes Zoom Workplace Pro + Bonsai*
Everything you need to work with clients:
  • Meetings
    • Including unlimited meeting summaries
  • AI note-taking
    • My Notes transcribe decisions and next steps from every client call
  • Built-in CRM
    • Connect your meeting notes to Bonsai to sync your meeting notes to your client records
  • Client-ready documents
    • Generate recaps, briefs, and reports directly from your meeting content using Canvas and AI
  • Proposals with e-signing
    • Create polished proposals and collect signatures in Bonsai.
  • Invoicing and payment tracking
    • Convert an approved proposal into an invoice in one click in Bonsai.
  • Client portal
    • Give clients a secure space for project updates, file sharing, and billing.

Your meetings. Your clients. Your invoices.
All running in Claude.

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*Claude requires a separate Claude account from Anthropic and is not included with Workplace Pro + Bonsai.

 

*The Zoom Workplace Pro + Bonsai bundle is available to new customers and existing Workplace Basic users without an active Bonsai subscription. 20% off applies to both annual and monthly subscriptions; the subscription renews automatically at the then-current rate unless cancelled before the renewal date. A separate Bonsai sign-in is required; Bonsai is provided by Bonsai, a Zoom company, under its own terms and privacy notice. Connecting Zoom to Bonsai is optional and under your control — see privacy notice. Feature availability depends on your plan and settings.