Hello Bonsai

Hello Bonsai is an operations management app built to help freelancers manage all aspects of their business from proposals and contracts to invoices and task tracking.

Create, send, and track your customer proposals online. You can get started with templates for proposals, scope of work, and quotes.

Create service packages and add them to your proposals in just a few clicks, saving you time spent entering the same information. Add single or multiple service options for clients to choose from.

Get notified when a client views and accepts your proposal. Electronic approval makes it quick and easy for clients to approve proposals from any device, helping you streamline your process while shortening your timeline.

Hello Bonsai offers vetted freelance contract templates that you can edit to include your own details. Send and sign your online contracts with legally-binding e-signatures. You can even auto-remind clients to sign and get notified when they do.

Hello Bonsai also serves as your client CRM, making it easy to manage clients and projects. Add leads and existing clients into the CRM with internal notes to keep track of any details.

Organize all of your project details in one convenient place. All project tasks, files, and documents will be within the individual project dashboard.

Track tasks by adding them to a project. You can even create templates for tasks you do regularly. Invite others to collaborate on projects within the platform, assigning them tasks and allowing them to track time.

Set an hourly rate per project and track time while the platform automatically invoices the timesheet once it’s completed.

Track time based on the project solo or with collaborators so that you know exactly how many hours to bill. There is a Bonsai time tracking app for iOS, Android, Mac, and Chrome so that you can track time wherever you are.

Automate the invoicing process, including creating, sending, reminding, and adding late fees. Get started with an invoice template. Once you’ve sent the invoice, you can remind your client about payment and get notified when an invoice is viewed.

Hello Bonsai offers global payment options such as credit card, bank transfer, wire transfer, and PayPal. You can also track your expenses and get quarterly and annual tax estimates and due date reminders, making filing your taxes a smooth process.

Key features

• Build structured proposals with clear estimates
• Generate, send, and sign contracts in minutes
• Client CRM where you can manage clients and projects in one place
• Time tracker that automatically populates timesheets
• Invoicing that allows you to create and customize invoices with payment reminders
• Task tracking and management for projects
• Automatic expense tracking, income reporting, and estimated tax planning
• Create customized forms and questionnaires for projects