Client Operations

Bonsai

Client, project and business operations platform

Freelancers, agencies & consultancies

Starting price$15 / user / month

Free planNot available

Free trial7 days

Billing optionsMonthly & annualMonthly and yearly billing are available; yearly plans are discounted.

Best for

Freelancers, agencies and consultancies that want projects, CRM, contracts, invoicing, scheduling and client operations in one platform.

Not ideal for

Teams that only need a lightweight single-purpose tool or want every client-operations feature on the lowest plan.

Strengths

  • Broad client-operations stack spans projects, time tracking, CRM, documents, billing and scheduling.
  • Essentials and above provide end-to-end client workflows with contracts, forms and portals.
  • Higher tiers add deals pipeline, reporting, workload management and deeper integrations.

Limitations

  • Basic omits invoicing, proposals, contracts, scheduling and client portal capabilities.
  • Advanced reporting and pipeline capabilities require Premium or higher.
  • Pricing is per user, so team costs increase as more collaborators need full seats.

Decision tools

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