What it does
Bonsai combines client and project management with proposals, contracts, invoices and a sales pipeline. A won deal can become a project with its scope and client details. The paid service offers a seven-day trial; the Deals Pipeline requires Premium or above.
Bonsai's Deals Pipeline links selling to delivery. Prepare an estimate or proposal from the pipeline, move the opportunity through custom stages and convert a won deal into a project. The client details and scope carry across. Related project budgets, costs and payment status remain useful when reviewing the engagement afterward.
Which tier includes the pipeline?
| Plan | Main scope |
|---|---|
| Basic | CRM, time tracking, tasks and unlimited clients and projects |
| Essentials | Proposals, contracts, payments, forms, scheduling and a client portal |
| Premium | Deals Pipeline, custom fields, workload management, Gantt views and profit reports |
Sign up to start seven days of full access. Afterward, choose a paid plan and provide payment details to continue. Billing is per user, monthly or annually. Plan changes and cancellation are handled in Subscription settings. Payment processing has separate fees.
Strengths
- Won deals convert into projects with client and scope details
- Pipeline records connect with project financial information
Watch out for
- The Deals Pipeline requires Premium or above
- Payment processing fees are separate from the subscription
Best for
- Agencies connecting the sales pipeline with project delivery
Sources
- Bonsai pricing and access (Oct 27, 2026)
- Bonsai - Business management software (Oct 25, 2026)
- Manage your Sales Pipeline with Ease | Bonsai (Oct 25, 2026)