BonsaiReviews of hellobonsai.com

Recovering passwords should just be a simple process like we are all used to but this company made it hard for me when I forgot my password. The features they have on their login page just didn’t work for me. I deliberately typed in the wrong email and it said “ We've sent you an email with a link to reset your password. It should arrive in the next few minutes”. I nearly lost a good deal because of this. I shouldn’t have to contact their team to help me out. It should just work.

Loss a rent recertification

I have been using Bonsai for about 6 months and love the all in one aspect and the ability to fully customize proposals. However I have found the interface to be very buggy, and when these issues are brought to customer service they seem very defensive and condescending when something is clearly a bug or at best, something that is very poorly designed. They seem to be very unfamiliar with their own software. When I contrast that with the level of customer service that I get from Flodesk, the other major software I use, there is a world of difference in how familiar customer service is with every aspect of the user experience and how respectful they are of customers. When I am taking my time to report bugs or request features, I would expect at least a thank you for my time, instead of weird gaslighting. Some specifics: 1.) Timekeeping: When the timer is adjusted (say I went for a walk and forgot to stop the timer) you have to reload the page to see the changes. 2.) Timekeeping: There is no data available on when the timer has stopped and started throughout a day. There is no way to tell what time of day a timer has been started. No ability to set custom reminders to alert when a timer has been going for longer than x. No way to start a timer from the time tracking page. The only way is the widget at the top right and once a timer has stopped no way to start a new one besides reloading the page. 3.) Timekeeping: when you type in the field to find a client to add to the timer, only the name of the project (not the client) is available to populate the form. The client name is the most important information here since so many projects will have similar titles. 4.) Proposals: Proposals say "accepted" on the freelancer end when they are not accepted and deposit has not been paid on the client end. The client sees that they must pay the deposit to "accept" the proposal. Customer service claimed that "accepted" and "approved" are different steps in the process. I sent screen shots that clearly contradict this claim but they seemed very defensive and unwilling to admit that this is a problem or offer a solution. 5.) Proposals: When I start a proposal from a template, proposal-->new proposal-->template-->my templates they are listed in alphabetical order with no way to sort by date. 6.) proposal --> contract: There is no workflow to lead the user from a proposal to a contract, which is essential. All work relationships should have both and there is no way to facilitate this. 7.) Proposals--> invoice: There is a feature to charge a deposit to accept (or approve -- since they claim these are different things) a proposal but no way to auto generate subsequent invoices based on that proposal with the 20% that was already paid subtracted from the total. Hope this is helpful for anyone who is considering investing their time into setting up this app. I switched to Hectic, and most of the issues I had with Bonsai have already been solved. It's also cheaper and they seem more customer focused.

good customer service and follow up but didn't solve the problem

There are things I really like about Bonsai but one thing that makes me consider dropping them often. They do not keep time of day in the time tracker. For example they should show I clocked in at 8:00am and clocked out at 10:30am when I had some errands to run. It’s good to have some type of time reference shown to help you figure when you forgot to clock in or out. They notify you if it seems you forgot to clock out but hours later and that only tells me I will have to guess when I clocked in and when I stopped working and forgot. No difference than showing up Monday with a weekend of hours going. I plan to give them till the end of year and if they don’t have this figured out I’m shopping for another service that has this feature.