Hello Bonsai for Consultancies
Maximize the potential of your consultancy with Hello Bonsai. Learn how this platform can help you manage contracts, invoices, and more.
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Hello Bonsai for Consultancies
Tasks
Get a clear overview of task progress across projects.
Budget Tracking
Keep projects under budget and optimize margins.
Client Portal
Easily share files, billed hours, and more with your clients.
Reports
Track profitability across projects and clients.
Time Tracking
Capture your team’s time and invoice billable hours.
Invoices
Put client billing on autopilot & get paid faster.
Streamline your client workflow
Everything you need to manage leads, automate your client workflow and provide a top-notch experience.
- CRM
- Proposals
- Contracts
- Retainers
- Forms
- Scheduling
- Client portal
- Automations
Quick to set up
Even easier to use
You get 7 days to try it for free. And if it’s not what you expected, we guarantee your money back within the first two weeks.
Table of Content
Disclosure: We are an independent Hello Bonsai Affiliates, not an employee. We receive referral payments from Hello Bonsai. The opinions expressed here are our own and are not official statements of Hello Bonsai.