CRM software to keep all your client info in one spot

Bonsai's CRM keeps every contact, note, file, and job detail together—and plugs right into your Bonsai projects, deals, contracts, and invoices.

One home for every client relationship.

Unified client management

Store every lead, client, and vendor—then organise them with color-coded tags, custom fields, and quick filters.

Sales pipeline

Visualize your sales process from lead to close with customizable pipeline stages.

Automations

Create custom automated workflows that trigger actions like sending welcome messages, document reminders, and more.

Documents

Send contracts, proposals, invoices, and agreements pre-filled with the client’s data without switching to separate tools or platforms.

Client portal

Give clients secure access to their projects, invoices, agreements, and communications through a branded portal experience.

Integrated projects

Seamlessly link CRM contacts to active projects, allowing you to track client work progress without switching between platforms.

Manage every client relationship in one organized place.

Complete client visibility

See everything about your clients in one place—from initial contact through ongoing projects, with full communication history and financial records at your fingertips.

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From pipeline to project delivery

When you close a deal in Bonsai CRM, client details automatically flow into project management, contracts, and invoicing without any duplicate data entry.

Close more opportunities with integrated proposals

Turn CRM prospects into paying clients faster by creating and sending professional proposals directly from contact records. Track proposal views, comments, and approvals all within the same platform.

Strengthen relations with a Client Portal

Give your clients 24/7 access to their project status, invoices, and important documents through a customized portal that reinforces your brand.

Automate your client workflows

Set up triggers to send forms, contracts, and follow-up emails automatically, so projects keep moving even when you’re away.

Get data-driven insights about your portfolio

Understand which clients drive the most value for your business with integrated reporting that combines CRM data with project profitability and payment history. Focus your efforts on the relationships that matter most.

Mary, Graphic Designer

"When I onboard a client, there are a lot of details I need to keep track of from contact details to the project rate. All those details can be found in the client profile in Bonsai."

Browse Bonsai's form templates

Forms

  • Life Coach Intake Form Template
  • Project Intake Form Template
  • Client Intake Form Template
  • Client Feedback Form Template
  • Tax Intake Form Template
  • Recruitment Intake Meeting Template
  • Portfolio Contact Page Template
  • Life Coach Assessment Form Template

Keep exploring Bonsai’s features

  1. Time tracking

Keep track of the hours you work every day, on every project and on every device. Add notes and the task completed with each new entry.

  1. Task management

Use simple task lists and create task templates on your projects to see what needs to be done. Set due dates and get email reminders.

Get started in 30 seconds.

Streamline your business and consolidate your projects, clients, and team into one integrated, easy-to-use platform.

"Bonsai streamlines operations in our thriving team of 32+ people. Its blend of simplicity and data-driven insights are invaluable as we scale and grow."

Wilian, CEO, Zabal Media

1020+ Reviews