Company Facts
Industries Served
Core Services
- Proposals & Contracts
- Invoicing & Payments
- Time & Task Management
What They Do
Bonsai provides all-in-one business management software built for freelancers, agencies, and consultants to simplify client management, finances, and workflow.
About the Company
Founded in 2015, Bonsai set out to help independent professionals streamline the messy, time-consuming parts of running a business. From proposals to contracts, invoices, and tax prep, Bonsai gives entrepreneurs one platform to manage everything they need to operate smoothly and get paid faster.
Why We Recommend Bonsai
At Hey CMO, we are always looking for tools that save time and reduce administrative headaches for Fractionals and solopreneurs. Bonsai is an all-in-one platform that eliminates the need for multiple apps, letting you manage contracts, projects, and payments in one place. It is simple, professional, and built with small business growth in mind, making it a perfect fit for our community.
What They Offer
- Proposals & Contracts: Create professional proposals and legally binding contracts with customizable templates to win clients faster.
- Invoicing & Payments: Send branded invoices, accept online payments, and track income with ease.
- Time & Task Management: Track time, assign tasks, and stay organized with built-in project management features.
What Makes Them Different
- All-in-One Platform: No need to juggle multiple tools, Bonsai covers contracts, invoicing, and projects in one place.
- Professional Templates: Ready-to-use, legally reviewed templates for proposals, contracts, and invoices.
- Freelancer-Friendly Features: Built specifically for independent professionals, with tax prep and financial tracking included.
How It Helps the Hey CMO Community
Fractionals and small business owners juggle many clients and projects. Bonsai helps keep everything streamlined: proposals turn into contracts, which turn into projects and invoices without any extra manual work. This means more time for strategy and client results, and less time chasing paperwork.
Hey CMO Customer Feedback
“Easy to navigate. Love the options of views, tasks and features. A wonderful way to amplify professional aptitude.” – Dana White
Exclusive Hey CMO Partner Offer
Ready to simplify your business operations? Bonsai is the all-in-one tool trusted by freelancers and consultants worldwide.
