Manage your sales pipeline efficiently

Bonsai’s Deals Pipeline shows where each lead stands and links straight to your Bonsai quotes, contracts and projects—so you can sell, sign and start work in one spot.

1030+ Reviews

.png)

Keep deals moving with visual pipeline management.

Customizable deal stages

Drag and drop deals through customizable pipeline stages that match your unique sales process.

Deal activity tracking

Log meetings, and notes directly on each deal to maintain complete communication history.

Integrated Estimates & Proposals

Create and send professional estimates and proposals directly from your pipeline without switching platforms.

Deal financials

View comprehensive financial performance of all projects associated with each deal, including budgets, costs, profitability, and payment status.

Deal revenue forecasting

Visualize how your pipeline revenue is spread across different time periods, deal sizes, and client segments to optimize your sales strategy.

One-click project conversion

Transform won deals instantly into active projects with all client details and scope automatically transferred.

Turn opportunities into projects, effortlessly.

Track opportunities

Keep every potential deal organized in one visual pipeline where you can see exactly where each opportunity stands and what actions need to be taken next.

Build your ideal sales pipeline

Create a pipeline that works exactly how you do business with fully customizable stages, fields, and workflows that adapt to your unique sales methodology.

Track deal financials

Track the true profitability of your deals from initial estimate through project completion with integrated financial reporting that shows actual vs. projected performance across all associated projects.

Forecast revenue

Make informed decisions with clear visibility into your sales funnel, conversion rates, and revenue forecasts that help you identify bottlenecks and optimize performance.

Streamlined deal-to-delivery workflow

Unlike standalone CRMs, Bonsai's Deals Pipeline connects directly to your project management, invoicing, and client communication tools for end-to-end business management.

Mary, Founder of Empatico Studios

Bonsai's Deals Pipeline eliminated our juggling act between different tools. We closed 40% more deals last quarter because nothing falls through the cracks anymore, and the financial dashboard finally shows us which deals actually make money.

10,000+

Service firms trust Bonsai

Wilian, CEO, Zabal Media

"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."

Get started in 30 seconds.

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

Consolidate projects, clients, and billing into one integrated platform.