Bonsai

Bonsai is the all-in-one CRM and business tool for freelancers, solopreneurs, and consultants. It puts your clients, proposals, projects, time, and invoices in one place, so you don't need a separate app for each.

Connect Bonsai to Claude and run your client work by asking, from first lead to final invoice. Less admin, more time for paid work.

Key features:

- CRM: Add contacts and companies, keep notes, and see each client's emails, meetings, documents, and invoices. Everything about a client in one place, without digging through your inbox.

Try: "Add Alex Rivera at Acme as a contact."

- Deals: Track leads, set deal values, and move deals through your pipeline stages. You always know what work is coming and which leads need a follow-up.

Try: "Add a $12,000 deal for Acme."

- Proposals and contracts: Draft proposals, contracts, and quotes from your templates, with pricing and taxes. You review and send from Bonsai. A client-ready document in minutes.

Try: "Draft a web design proposal for Acme."

- Projects: Create projects, set budgets in money or hours, and manage tasks and due dates. Work stays on schedule, and you see a budget running out before it does.

Try: "Start a $5,000 website project for Acme."

- Time tracking: Log hours to a project or task and see what's still unbilled. Every billable hour is recorded, so none go unpaid.

Try: "Log 2 hours on the Acme project."

- Invoices: Create one-off, recurring, or subscription invoices, add line items, and bill your tracked time. Invoices are ready as soon as the work is done.

Try: "Invoice Acme for 10 hours at $150."