Bonsai by Zoom
The all-in-one business platform

Start and run your entire business on Zoom, from first call to final payment.

Try Bonsai for free
Client management
Project management
Finance management
Centralize tools

Centralize tools

Bring all the tools you need from pitch to payment in one place.

Look professional

Look professional

Show up like a pro at every client touchpoint.

Get started fast

Get started fast

Intuitive and simple to use so you’re set up in no time.

Try Bonsai for free
ALI & ABLE

Big fan. I run my consultancy and Bonsai cuts down on my admin time and makes me look slick and professional. I’ve tried other platforms, Bonsai is the best.

Alison Mair, Business Owner

ALI & ABLE

Client management
Client management

Win more work
and elevate every client interaction

Pipeline

Manage leads and deals with a customizable sales pipeline that keeps your team focused on closing.

Meetings Sync

Sync Zoom meeting recordings, transcripts and AI summaries to your Bonsai contacts.

Proposals

Create and send polished, professional proposals that showcase your services and help you win new business with ease.

Agreements

Secure work with legally binding contracts that include built‑in e‑signatures and deposit collection.

Forms

Create branded intake forms, feedback surveys, and questionnaires to collect client info effortlessly.

CRM

Sync your meetings
to your Bonsai CRM

Connect your meetings with Bonsai's CRM to keep every client interaction in one place. Convert calls into billable hours,
and use transcripts to craft proposals and plan next steps.

Learn more
Project management
Project management

Deliver client work on time
and on budget

Plan, track, and manage deliverables with built‑in budgeting, milestones, and reporting.

Projects
Try Bonsai for free
Financial management
Financial management

Get paid faster
and put your finances on autopilot

Payments

Break big projects into actionable tasks, view progress in Board, List, or Gantt views to stay organized at every stage.

Expense tracking

Capture and categorize business expenses seamlessly and link them to projects for full cost visibility.

QuickBooks Online Integration

Sync invoices instantly for faster payments, zero manual data entries, and accurate financials.

Invoicing
Automations and AI
Automations and AI
Automations and AI

Automate key workflows

Automate your client journey from proposal to invoice. Turn your client conversations into tasks, billable time, and more.

Pricing
Pricing

Plans and pricing
for Bonsai

Annually
Bonsai
From $9

Everything you need to win more clients, look professional and get paid faster.

 

  • /user/month
  • billed annually
Highlights:
  • Win clients
    • CRM — all your client relationships, contacts, and history in one place.
    • Pipeline — track leads and prospects, from first call to closed deal.
    • Meetings Sync — centralize your client meetings, notes, and transcripts.
    • Proposals — send professional on-brand proposals in minutes.
    • Agreements — create and send contracts with built-in e-signature.
    • Forms — build custom forms to collect client info, feedback, and more.
  • Deliver client work
    • Projects — organize project info, files, tasks, and timesheets in one place.
    • Client Portal — create a branded, secure, and collaborative hub for your clients.
  • Get paid
    • Invoicing — send invoices and put billing on auto-pilot with retainers.
    • Payments — get paid faster with integrated online payments.
    • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
  • Automate your business
    • Smart triggers — automate your client journey from proposal to invoice.
    • Meeting actions – turn client conversations into tasks, billable time, and more.
    • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
  • Meetings
    • 40 minutes per meeting
    • 100 participants per meeting