Zoom Bonsai

Centralize client relationships with CRM integration, storing contacts and tracking interactions.

Manage leads and deals with a customizable sales pipeline.

Sync Zoom meeting recordings, transcripts, and AI summaries to Bonsai contacts.

Provide clients with a secure portal for accessing projects, documents, and invoices.

Create and send professional proposals with built-in e-signatures and deposit collection.

Track time automatically or manually, linking hours to tasks and converting them to invoices.

Plan, track, and manage deliverables with budgeting, milestones, and reporting.

View project progress in Board, List, or Gantt views to stay organized.