BonsaiReviews of hellobonsai.com

Terrible Experience This is (removed name of employee) with Bonsai Operations reaching out with an update about your Bonsai account. Your account was subject to a manual review process. As a result of it, I regret to inform you that we will not be able to support your Bonsai account going forward. ​ While we wish we could support every business, there are certain cases in which we are not able to provide our service. We have made sure to cancel your subscription and refund any unsettled payments. ​ We wish you and your business the best going forward. Thanks for your understanding, (Remove name of employee) ​Bonsai My response: This is unbelievable given the fact that I have added my banking details and a card is supposed to be mailed to me and yet they canceled everything after a manual review. Greetings (Removed employee Name) This is the first time an account I have created has been canceled in this manner. I have created a Bank Account and connected my business account to this application which was a lot of trust I placed in using this service. I want another review to be conducted and for any questions about my background or anything else that led to this determination. With much appreciation, BilllionairesMD

Created an account as my previous invoicing platform stopped being supported. I had used Bonsai before and had a good experience. I set up my account no problem, and got my client on board. Sent the first invoice and 3 days after they paid it, Bonsai said I was subject to a manual review. When I asked why I was flagged they said their process was “proprietary” and they refused to disclose it. I provided several documents they asked for and after over a week of back and forth, they closed my account and refunded my client. Super frustrating experience! I found out PayPal has invoicing and will just be using them from now on. Avoid Bonsai AT ALL COSTS!

Bonsai has been an outstanding productivity boost. I have been able to maximize time with my clients rather than paperwork, from start to finish. The proposal templates, their calendar booking tool, CRM management, and invoicing automation have allowed me to understand my best customers, best offers, cash flow, and resource usage. The integration is easy, and the overall use called for minimal time spent on learning the tool. I was able to hit the ground running because it is so easy to use.

Absolutely do not use this service. I made an account not long ago and after a week of using it they cancelled my account out of nowhere, which was gutting as it looks good. I then set up another account with a different e-mail and set up my business on there. I've had the account for 2/3 months now. I finally got my first client and was so excited to use it, guess what ? It happened again. I've set my client up on there and sent hi ma proposal, he's paid a 5% deposit through the proposal and they've just sent me an e-mail saying your account was subject to a manual review and was closed. DO NOT USE BONSAI, I WILL BE GOING TO TRADING STANDARDS ABOUT THIS

We wanted a product that we could integrate our project management and invoicing seamlessly and Bonsai was the answer for that. Bonsai seems to be constantly improving their product and are very open to feedback.

They held a payment and didn't send an email. I had to log into the app to see the notification telling me to reply to the email to release it. I checked my email, they didn't send an email, and the links on their website to contact support didn't work either. I had to record a loom and send it to their team. It is pretty lame that a company can hold onto 7k for over a week and not send any communications. I've since emailed their team 3 times. Please just release the money, you're holding up client work, which we're having to fund out of our own pocket. It's pathetic to say the least. I understand you need "Additional information is required" but for the love of god, send an email, or at least tell me where to submit this additional information. Edit: I got it sorted. I had to find the CEO on LinkedIn, send him a bunch of looms and screenshots, and then get passed onto their online chat. Once it started working, I had to do the exact process, send multiple screenshots, and create an entire email thread between myself and a client. Then, I was asked to fill in a form to ensure it didn't happen again. What a waste of time.

While project management tools like Monday and ClickUp are built as general solutions for any type of business, Bonsai is laser-focused on solving the unique needs of creative agencies and freelancers. It's designed from the ground up to streamline the entire client lifecycle that agencies like us go through - from an integrated CRM for seamless onboarding with professional proposals and e-signatures, to a highly visual project management system tailored for the creative process with the ability to visually map out project timelines, assign tasks, and track time directly tied to milestones and deliverables, all the way through to automated invoicing and online payments that eliminate lost billable hours. For an agency that lives and breathes creative client work, having a purpose-built solution like Bonsai to cohesively manage the entire engagement lifecycle in one smooth, efficient system is a game-changer that transforms scattered, manual processes into a powerfully integrated workflow truly built for your industry's needs.

As an agency of over 15+ professionals, Bonsai has transformed our workflow. We started using them when we were only 2 people on the team, and we used Bonsai only for a few features at the beginning (proposals, contracts and invoicing). But as our team grew to nearly 20 people now, we started needing more features, and surprisingly, Bonsai grew as well and launched the features we needed like project management, budgeting, team resource planning and business profitability overview. It made our daily operations way more efficient and simplified the overall project management process and working with clients. We also tested a few other tools in the meantime but Bonsai was the only one that hit the sweet spot of ease of use and a comprehensive list of features that seem to be specifically built for agency workflows. Additionally, the customer support is top-notch, always responsive and knowledgeable.