Bonsai Review: Best for tool Freelancers in 2023?

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Are you a freelancer that loves the idea of working from home yet still enjoys the freedom of working whenever you want? This post was made for you.

In this Bonsai review article, we’ll share all the information you need to know about this web-based platform and some of its features and show you why it’s becoming so popular among the digital workforce.

Freelance and contract work have been on the rise over the past few years. As a result, many more people are starting their own freelance businesses.

With that comes more recruitment of freelancers in various industries such as graphic design, web design, copywriting, blogging, marketing research, and many others. Fortunately, with the rise of digital communication and technology, it’s never been easier to find work as a freelancer.

bonsai review

There are many tools you can choose to keep track of your clients, but Hello Bonsai is one of the easiest and most popular options you can use. While some freelancers may find the platform to be a little too simple, having the ability to track everything from contracts to invoices in one place is a huge plus.

What is Hello Bonsai?

In the freelance ecosystem, services are sold through multiple channels — from traditional websites like UpWork or Fiverr to social networks like Facebook or LinkedIn Groups to freelancer communities like Toptal. Unfortunately, with these many channels, managing clients and invoicing can become a challenge. Bonsai is a solution to this problem that many freelancers face.

Bonsai takes care of all your project management needs for remote work and freelancing. The platform helps you keep track of client relationships and sends invoices that you can pay securely with PayPal or Stripe.

Bonsai is a web-based project management tool and analytics dashboard for freelancers to manage their entire freelance business.

The dashboard provides comprehensive information on clients, projects, leads, and sales. It also allows you to keep track of your finances and taxes and includes various reports, allowing you to easily see how your business is performing.

For freelancers, Hello Bonsai offers a unified platform to manage multiple services with a single go-to-spots. Freelancers can send invoices, manage expenses, and generate reports with the click of a button. The platform also allows you to work on multiple projects at once and track your time in order to bill in the most efficient way possible.

This project management software is free to use, and it’s designed to help freelancers manage their businesses more efficiently.

Features and Benefits of Hello Bonsai

Send Proposals & Contracts

Creating and sending proposals and contracts to clients is a vital part of any freelancer’s business. However, with so many other tools available, finding the right one can take some time. Hello Bonsai is an easy-to-use proposal and contract management tool that makes it simple for you to create proposals from different services.

bonsai proposal templates

The software allows you to send proposals and contracts directly from the platform. With a few clicks, you can create a proposal, send it to your client, and track the status of your engagement with a prospect. In the event they agree on the terms, you can send them the contract which they can sign and accept. Once that’s done, you can start working on the project immediately.

Invoice Clients Directly From Platform

bonsai invoice template

The overview dashboard for any freelance business includes client management, which is a key component of the Hello Bonsai platform. This gives you the ability to track your clients and projects. Plus, it makes it easier than ever to send invoices directly from the platform.

With Hello Bonsai, it’s easy to see who has paid you and how much they owe you. You can estimate your payment schedule through invoice reminders and alerts, which pop up on your screen with updated information on how your services are credited. You can also set reminders for when to send invoices, which are then sent automatically to clients.

Time Tracking

Time tracking is a critical aspect of freelancing since it allows you to bill clients on time. Moreover, it provides better insight into the time spent by each client. Bonsai includes a time-tracking tool that allows you to track your working hours and how much you’re charging your clients.

You can see which projects you’ve worked on and completed, as well as what percentage of a project has been billed to your client. Plus, the platform also shows how much time each client takes up in your work schedule. This allows you to bill clients more effectively.

Task Management

Organizing your tasks is also an important aspect of running a business. With Hello Bonsai, you can see the status of your project in one place and track tasks through to completion. This tool can help you keep track of what tasks need to be done and how much time each project requires.

This is particularly useful if you’re a freelancer who has multiple clients. It allows you to set up deliverables for a client, so you know exactly what you need to work on a daily basis to deliver at the agreed-upon date. You can also see which clients you’ve worked with in the past and review the progress of their projects.

Manage Tax with Bonsai Tax

As a freelancer, you need to manage your finances and taxes. This can be particularly challenging since there are many factors to consider. With Hello Bonsai Tax, you can easily generate tax documentation for your business and manage your finances in one platform.

This feature allows you to see how much you’ve spent on taxes and other expenses so that you can plan accordingly. Moreover, it helps you keep track of your profits and the growth of your business.

Hello Bonsai Pricing Plans

This software comes with a 14-day trial but after the trial period, you’ll have to choose any of the subscription packages below to continue using the application. 

Starter Plan ($24/month)

You ’ll be able to manage up to 5 projects and clients on a single account. You will be able to collaborate with your team members, view all the stats of your business in one place, and get access to all the reports.

Professional Plan ($39/month)

With this plan, you’ll be able to manage 15 projects on a single account. You’ll also have access to all the features of the starter package.

Enterprise Plan ($79/month)

With this plan, you can manage unlimited projects on a single account. You’ll have access to all the reports and collaborators, as well as subcontractor management and onboarding.

Bonsai Review: The Bottom Line 

Our submission for the Bonsai review is that this could be a great solution for freelancers who are looking for an all-in-one solution that can help them manage their business.

This tool makes it easy to send invoices, create proposals and contracts, and manage your time. You have the option of invoicing clients directly from the platform or tracking your time so you can get paid appropriately. It’s easy to use and they offer a 14-day free trial so you can try it out before paying for anything.

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