HelloBonsai

Help manufacturing businesses organize clients, projects, invoicing, and workflows.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

HelloBonsai Overview

  • Updated November 13, 2025

HelloBonsai is a versatile CRM and business management platform designed to simplify client relations and streamline operations. It provides tools for project tracking, contract management, invoicing, and payment collection, which help businesses save time and reduce administrative work.

With its user-friendly interface and automation features, helloBonsai supports smoother workflows, enhances client collaboration, and ensures businesses maintain professionalism while efficiently managing everyday tasks.

Key Features

  • Client Relationship Management: A unified system that stores client information, communication history, and project details in one place, which supports better tracking, easier collaboration, and stronger long-term relationships.
  • Proposals and Contracts: A document-creation process that produces professional proposals and legally sound contracts with e-signatures tied directly to client records, which improves consistency, saves time, and builds trust.
  • Client Portal: A secure branded space where clients can view projects, invoices, and important documents, which increases transparency and enhances their overall experience.
  • Automation and Workflows: A set of tools that handles reminders, scheduling tasks, and follow-ups automatically, which reduces manual effort and keeps projects and client interactions on the right timeline.
  • Time and Task Management: A structured system that tracks work hours, assigns tasks, and organizes project activities with clear visibility, which improves productivity and ensures deadlines are met confidently.
  • Invoicing and Payments: A billing solution that creates polished invoices, supports multiple payment options, and manages subscriptions or retainers, which helps businesses receive payments sooner and maintain stable cash flow.
  • Financial Insights: A reporting layer that monitors income, expenses, and profitability with integrated analytics and accounting connections, which gives businesses a clearer understanding of financial health and future growth.
  • Forms and Client Intake: A customizable intake process that gathers client information through structured forms and questionnaires, which simplifies onboarding, reduces errors, and creates a smoother start for every project.

Price

Plan Name Monthly Price (per user) Annual Price (per user, billed monthly) Key Inclusions
Basic / Essentials $15 / mo $9 / mo (annual) Not explicitly detailed on pricing page
Essentials $25 / mo $19 / mo (annual) Core client/project basics (CRM, proposals, contracts, invoicing, scheduling, forms, time tracking, etc.)
Premium $39 / mo $29 / mo (annual) Everything in Essentials, plus project insights, Gantt view, deals pipeline, custom fields, client tasks & messaging, reports, integrations, remove Bonsai branding
Elite $59 / mo $49 / mo (annual) All Premium features, plus custom permissions, timesheet locking, expense markup, HubSpot & Xero integrations, custom data import (3-user minimum)

Check Pricing Page: https://www.hellobonsai.com/pricing

Pros

Competitor Pros of helloBonsai
FreshBooks helloBonsai combines invoicing and finance tracking with clients, proposals, contracts, and time in one place, and so it covers both project and billing workflows that FreshBooks handles separately.
HoneyBook helloBonsai offers integrated time-tracking, proposals, contracts, and financial insights in one system, which gives broader business workflows than HoneyBook’s focus on client forms and scheduling.
Bloom helloBonsai has built-in financial overview and profitability tracking, plus automation and integrated workflows, and it offers more comprehensive business tools than Bloom’s mostly client intake and booking-focused setup.
ClickUp helloBonsai includes invoicing, contracts, client portals, and finance tools in one platform, and so it is more complete for solitary businesses than ClickUp’s strong project management but weak billing features.
Invoice Ninja helloBonsai covers proposals, contracts, time tracking, client management, and financial reporting in an integrated suite, and this gives more completeness than Invoice Ninja, which centers on invoicing and payments.

Cons

Competitor Cons of helloBonsai
FreshBooks FreshBooks has deeper accounting capabilities and expense categorization than helloBonsai, which means helloBonsai may fall short for users who need full accounting depth.
HoneyBook HoneyBook offers invoice and contract workflows with AI pricing tools and financing options not yet available in helloBonsai, so it may be more advanced in those areas.
Bloom Bloom offers an embedded chat widget, client live chat, and fully customizable client portals and website presence, and helloBonsai cannot deliver the same visual branding flexibility.
ClickUp ClickUp provides highly customizable project workflows, automation, and team collaboration which are more flexible and scalable than helloBonsai’s freelancer-focused, less flexible structure.
Invoice Ninja Invoice Ninja includes a free open-source version and supports over 45 payment gateways, which gives more flexibility and cost-options than helloBonsai’s paid, closed system.

Customers' Reviews From Reliable Websites

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