Client management software for business owners

Q: How does Zoom AI note taking work with Bonsai?

During your client call, Zoom's AI ( My Notes ) automatically transcribes decisions, action items, and key details — then syncs your polished notes directly into the right client record in the Bonsai CRM . No manual entry, no switching apps.

Use cases

One plan. Everything your
client work needs.

Capture every decision

Capture every decision

Run your meetings in Zoom, while My Notes transcribes decisions, next steps, and key details — so you leave every client call with context, not catch-up.
Build your client record quickly

Build your client record quickly

My Notes syncs directly into your CRM in Bonsai — meeting notes, attendee list, and all. Your client card is already populated before you close the call.
Win more clients

Win more clients

Turn your meeting context into a polished proposal inside Bonsai. Review, refine, and send, with e-signing built in to protect your business.
Work in one place

Work in one place

Draft briefs, reports, and deliverables in Canvas, with AI to help you format and refine. No switching apps, no rebuilding context from scratch.
Keep clients in the loop

Keep clients in the loop

Give clients a secure Bonsai portal for project progress, file sharing, and billing — everything they need, right where they need it.
Get paid more efficiently

Get paid more efficiently

Turn an approved proposal into an invoice in one click. Bonsai can track hours, flag budget pressures, and send payment reminders so you don’t have to.

Interactive demo

Take a product tour

Customer quotes

What our customers say

Element Home Designs Element Customer

Element Home Designs turns client conversations into instant project context

"Zoom takes notes for me, and then it puts those notes into Bonsai — it does it automatically. Before, I had a file for each project on my computer. Now if a client calls me, I can pull it right up and see exactly what we talked about."

- Katie Greenmun, Architect, Element Home Designs, PLLC

The Book Marketing source The book Customer

The Book Marketing source automates the journey from meeting to client record

"After every call, I just send the AI summary via email — it replaced my entire note-taking process. And the meeting record syncs to the right author contact in Bonsai automatically. I don't have to do anything."

- Elizabeth Javor, Founder, Lead Marketing Strategist, The Book Marketing Source

Dezignseed Consulting Designseed Customer

Dezignseed Consulting turns client conversations into actionable tasks

"I use all the Zoom AI tools — the note taker, the transcriptions. I like to be able to just pull notes from my meetings with clients, and now I can turn them into tasks in Bonsai. That's fantastic."

- Scott Money, President, Dezignseed Consulting, Inc.

Class Act Cats

Class Act Cats turns note taking stress into undivided client attention

"I tried the AI note taker and it was life-changing. This overcomes my not great ability at taking notes. Now I can actually pay attention to my clients, and I don't have to worry."

- Joey Lusvardi, Cat Behavior Consultant, Class Act Cats

Element Home Designs turns client conversations into instant project context

Element Home Designs

"Zoom takes notes for me, and then it puts those notes into Bonsai — it does it automatically. Before, I had a file for each project on my computer. Now if a client calls me, I can pull it right up and see exactly what we talked about."

- Katie Greenmun, Architect, Element Home Designs, PLLC

Key features

From first meeting to final
invoice — all in one place

AI note taking

Get organized summaries from meetings — even on Google Meet, Teams, or in-person — to get projects moving faster.
Capture decisions and key details instantly, without scouring recordings for what the client said.
Support clients in different languages and keep communication clear and inclusive with multi-language transcription.

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

Get started with 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

Includes Zoom Workplace Pro + Bonsai

Everything you need to work with clients:

Meetings
- Including unlimited meeting summaries
AI note-taking
- My Notes transcribes decisions and next steps from your client calls.
Built-in CRM
- Sync your meeting notes directly into your client record in Bonsai.
Client-ready documents
- Generate recaps, briefs, and reports directly from your meeting content using Canvas and Zoom AI.
Proposals with e-signing
- Turn meeting context into a polished proposal and collect signatures.
Invoicing and payment tracking
- Convert an approved proposal into an invoice in one click.
Client portal
- Give clients a secure space for project updates, file sharing, and billing.

$45

/user/month
billed monthly

Includes Zoom Workplace Pro + Bonsai

Everything you need to work with clients:

Meetings
- Including unlimited meeting summaries
AI note-taking
- My Notes transcribes decisions and next steps from your client calls.
Built-in CRM
- Sync your meeting notes directly into your client record in Bonsai.
Client-ready documents
- Generate recaps, briefs, and reports directly from your meeting content using Canvas and Zoom AI.
Proposals with e-signing
- Turn meeting context into a polished proposal and collect signatures.
Invoicing and payment tracking
- Convert an approved proposal into an invoice in one click.
Client portal
- Give clients a secure space for project updates, file sharing, and billing.

FAQ

Got questions? We’ve got answers.

The bundle combines Zoom Workplace Pro with Bonsai, giving you AI-powered meetings, automatic note taking, a built-in CRM, proposals with e-signing, project management, invoicing, and a client portal — all in one connected workflow. Learn more about how Zoom supports small businesses.

During your client call, Zoom's AI (My Notes) automatically transcribes decisions, action items, and key details — then syncs your polished notes directly into the right client record in the Bonsai CRM. No manual entry, no switching apps.

Yes. Whether you're a consultant, designer, marketer, architect, or any other independent professional, the bundle is built to fit client-based work. Explore how Zoom supports professional services businesses.

Yes. My Notes can capture meeting summaries from Google Meet, Microsoft Teams, and even in-person meetings, so your client records stay complete no matter where the conversation happens.

Once a proposal is approved, you can easily convert it into an invoice in Bonsai. Bonsai can track hours, flag budget pressures, and send automated payment reminders — so you spend less time chasing and more time doing the work.