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What the most crucial part of Bonsai for you?


Not the OP, but I pay for Bonsai because it does a better job of competitors of bringing a variety of tools together in a way that saves me time.

- Scheduling/calendar for client intros and meetings.

- Client info is then available to create a project.

- I track time to a project as I work on it.

- I invoice monthly or at the end of the project.

- Forms for collecting feedback and testimonials.

- Tax tracking for knowing how much I owe the IRS every 3 months.

It doesn't do any one thing outstandingly, but having a single point of reference for all my clients and my business interactions with them is really valuable. I looked at a few similar options (https://www.withmoxie.com/, https://www.waveapps.com/) but Bonsai beat them on functionality and usability.

The main part of Bonsai that I don't use is project management - that always happens in email/slack/asana/monday.




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