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Bonsai
Description de Bonsai
Bonsai est un logiciel de gestion d'entreprise qui offre une solution complète pour gérer les clients, les projets et les finances d'une petite entreprise. Ce logiciel permet de créer des contrats, des devis, des factures, un CRM client, un suivi du temps, une comptabilité ainsi qu'une solution bancaire dédiée aux professionnels. Bonsai est utilisé par plus de 500 000 petites entreprises à travers le monde.
Qui utilise Bonsai ?
Petites entreprises, agences, consultants, coachs, services créatifs et numériques, services professionnels, planificateurs d'événements, et design d'intérieur.
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Why I use Bonsai
Commentaires : Its been a game changer and it helped me scale my bsuiness.
Avantages :
Bonsai is easy to get started, and I was up and running in no time. I like how easily I am able to create and send invoices to my clients.
Inconvénients :
I wish there were a chat widget feature that I could install on my website similar to Sharpspring or HubSpot. Perhaps some collaboration with Webflow.
Alternatives envisagées précédemment :
Excellent customer/client management for solo starting out, hope Bonsai grows with small biz
Commentaires : I'm glad to have found this platform, have appreciated the ways it streamlined some of my business and remain excited about its potential. I've looked at many industry specific platforms for my service industry and they all were clunky or extremely expensive. I don't need industry-specific software though, I just need a clean, easy to use project / client management platform where I can send invoices/contracts and schedule client appointments. Bonsai has some stand-out features, among the best are its scheduling and client portal (to allow clients to view an invoice or uploaded files). Bonsai works great with apple/mac/iphone OS calendar and is very useful for client onboarding / invoicing. I would love to see Bonsai develop additional features for growing businesses, even if that involved a modest add-on fee (so long as the add-on fee didn't get carried away,)
Avantages :
There is a lot to appreciate with Bonsai starting with a very nice graphical interface. Most features are super easy to roll out (with the notable exception that incoming payments are frozen for the first 2 weeks plus). The online scheduler works excellently and plays very nicely with macs. The client portal is very attractive and an easy way to share invoices / files. There are lots of great starts to automate common tasks (e.g., when a client signs a contract, send the invoice) I felt like Bonsai is a 10/10 (or close) for a very small solo just getting started. If you have a handful of clients / projects a month and work alone, this will justifiably wow and make things beautifully smooth.
Inconvénients :
Solo / freelancers are Bonsai's target. Many features just don't seem to work for or consider a small business with any employees. It also doesn't seem to have features suitable to handle businesses with high volume of anything (no way to track/run reports) Although there are options to add "team" members for a monthly fee, Bonsai doesn't really recognize that a business owner might need to set user permissions or have employees involved in some but not every aspect of a business. For example, users can only be designated "partners" with access to every financial detail or "collaborators" who can do next to nothing in the platform besides view an already created project. I need an assistant to create projects, send out contracts and invoices but not be given a key to the company's entire financials. Currently there is no way to do this. Contracts cannot be sent without a company signature and the signature cannot be pre-populated. We're still trying to work around these limitations. Bookkeping automatically logs processing fees as expenses and can track other manually inputted expenses but cannot track multiple bank accounts / check writing, payroll, etc.
Great interface, poor quality, money grabbing company
Commentaires : If you’re a freelancer looking for something to get started very quickly, then Bonsai will be great. If you are growing beyond that, I would consider looking elsewhere. They are not scaling to support that type of customer, and it’s too easy for them to find new ways to grab more money for the same or fewer features, some of which don’t work.
Avantages :
Bonsai makes it easy to get started as a freelancer. Proposals, contracts, and payment processing is made easy.
Inconvénients :
In the 5 years I’ve been using Bonsai, they have introduced only two net new product features. One of which is Bonsai Payments, which is a competitor to Stripe, which they already supported. The second, Bonsai Tax, which stripped some existing and included functionality from the original offering and turned it into an add on feature for an extra $100/year. They have revamped some existing features, but they lack execution, and there are very obvious gaps in product requirements that have yet to be filled. I report a new bug almost every single time I log in, and every single time it’s confirmed by the product team. They’ve raised prices by >150% in only a few years and not improved the platform enough to warrant that.
Good alternative to Dubsado, still lacking in features
Commentaires : So far, good. Customer service doesn’t have a live chat and responds within a day, which is ok. Again, I’m used to Dubsado which has live support. For the same price, I got better support and more features. However, I didn’t get the ability to enforce contracts, which is really what the switch was for. I can’t say it was an even switch and if the customer service and white labeling matched, I’d be ecstatic.
Avantages :
I liked the ease of setup and the ability to enforce contracts and setup workflows, but the workflows are still disjointed when it comes to connecting invoices, proposals, and contracts. What seems intuitive is not and what would make logical sense is not available.
Inconvénients :
Stripe integration is not visible unless certain settings are made (however, I’m still not able to get that functional). White labeling isn’t available for subdomains.
Alternatives envisagées précédemment :
An ever improving platform that makes freelancing a breeze
Commentaires : Overall, I love this platform. It's straightforward and pleasant to look at. Once the mobile application can action creating proposals and contracts, making projects, adding clients and not just acting as a "review what's up in your business" companion application...
Avantages :
The ease of creating projects, setting up and sending proposals, and tracking billing.
Inconvénients :
Sometimes projects move quickly, and certain actions have to become manual. Expense tracking can be tricky as well — I've had issues (likely bugs) where my expenses double or even triple which throws off P&L reports. The mobile application is VERY limited, often defaulting to the desktop version for common actions.
