Bonsai CRM - Keep clients & projects organized in one place
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Manage your clients and their projects in one place. Create unique client profiles with all your notes, contacts, rates and tags. Invite your clients to your branded Client Portal where they can access projects, documents and links you’ve shared with them.
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Best
Hunter
📌
Hey, Product Hunters! 👋
With Bonsai CRM, now you can:
✅ Manage all your clients and their projects in one place.
✅ Add leads and existing clients to keep track of all your contacts. Create unique client profiles with all your internal notes, contacts, rates and tags.
✅ Invite your clients to your branded client portal where they can access projects, documents, links and other updates that you’ve shared with them.
✅ Invite teammates and contractors to your clients' projects to manage tasks and track time together.
✅ Fill your clients' projects with all the documents, payments, tasks and timesheets you need.
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