Bonsai
Verdict: Bonsai is a convenient solution for those who want to manage business projects more efficiently. It’s perfectly suitable for creative professionals, such as photographers or retouchers. Whether you need to create a professional-looking proposal, contract, or invoice, this project management software is exactly what you need.
Bonsai is a great option for freelance professionals, including web developers, designers, retouchers, and photographers. It will help you manage your business with ease and automate task tracking.
It allows you to track your time and expenses as well as manage your taxes. I believe that Bonsai is perfect for professionals looking for an intuitive CRM that doesn’t require spending a lot of time on the setup.
If you have never used such tools, you will be glad to discover that there are plenty of tutorials that will help you master the main features of Bonsai. You will quickly learn the basics.
Besides, you can watch informative video tutorials to get in-depth knowledge about the different ways of leveraging this service.
I believe that Bonsai is an excellent option for companies that want to find a CRM with an in-built client portal. It will be especially useful for professionals providing consulting and photography retouching services.
This customer management software facilitates the task of setting up custom client profiles with contact information, tags, and rates.
You can use Bonsai to organize the documents you need to use when working on your project. Your clients can use it to track task completion, manage payments, and access contracts.
Using the custom tags available on the Bonsai platform, I can organize my leads more effectively and rank them according to their potential value.
Using Bonsai, you can streamline the booking process and make it easier for your clients to make appointments. This scheduling software will help you save time, get new clients, improve customer satisfaction, and reach out to a wider audience.
What I like the most about this service is that it allows you to avoid double booking. All your calendars will be synchronized. Besides, you can quickly configure them the way you see fit. It allows you to charge your clients before an event using a secure online payment system.
Bonsai lets you use email reminders to inform your clients about scheduled appointments. You can also use this service to reschedule your appointments.
Bonsai lets users set a custom rate for every project, track time, and automatically create invoices when all the projects’ tasks are completed in accordance with a timesheet. You can also streamline the billing process by rounding the time up.
Users can work alone or together with a team. It allows you to store your timesheets in a centralized way and quickly access them to see which hours haven’t been paid for yet.
Besides, I was impressed by the fact that this service is available on multiple platforms, including iOS, macOS, and Android. You can also access it from Chrome.
Using it, you can track billable hours with ease. In addition, you can use this time management software for other tasks as well. For example, you can synchronize tasks as well as create separate tasks or multiple related tasks.
Bonsai allows you to set your priorities straight, which makes it easier to work on projects. You can use the available task templates or create new ones from scratch. In addition, this service allows you to utilize custom templates when working on photography-related projects.
This task management software makes it easier to see how long you have spent on a specific project. Your clients can use a timesheet to understand which tasks were completed and when. You can continue billing hours if one task takes longer than expected.
If you have a team of people working on a specific project, you can add a collaborator without paying a dime. It will allow you to work on your tasks together even if your collaborators don’t have access to all the features of your project.
Bonsai allows you to automate the process of creating invoices. It will send you notifications about client payments and late fees. You can streamline the process of working with receipts. In addition, it enables you to use hundreds of easy-to-customize templates. Due to this, it will be easier for your clients to pay for your products and services.
It was originally created as an invoice software for small business, due to which you can benefit from creating a library of the services that you use most often. Besides, it allows you to work with custom packages and add them to your invoices.
I was happy to discover that I can offer photography retouching services and accepts payments using Bonsai. My clients didn’t notice any difficulties with adding their cards. This service also manages payment reminders, which enables you to forget about tracking invoices manually.
If you aren’t sure about using Bonsai, you can get a 2-month trial version to test out its features. When this period expires, you can choose between the available paid plans.
To use the Starter Plan, you have to pay $24 per month. It will allow you to use a collection of templates, work with any number of clients and projects, as well as track your expenses and add 5 employees.
The Professional Plan includes all the features available for the previous plan and supports custom branding. With it, you can automate your workflow, set up and use a client portal, schedule any number of events, manage integrations, and add up to 15 project collaborators. It will cost you $39 per month.
You can also use the Business Plan which includes all the options described above. With it, you can manage subcontractors, use handy templates for creating hiring agreements, perform onboarding, access a talent pool, get 3 team seats, add a bank account, as well as manage an unlimited number of subcontractors and collaborators.
