OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Bonsai CRM review: 54 specs compared

Starting price:9 USD/user/moFree plan:noAI assistant:noBuilt-in quotes and invoicing:yesWorkflow automation:yes

Bonsai CRM Review: Compare 54 technical specifications and 7 expert reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Bonsai CRM
8.1/10

Overall score

Score
8.1/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 76% of models
Score components

40%

8.3

Technical score

30%

8.5

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 76% of CRM software
8.3

Technical score

Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 69% of models
Score components

25%

8.7

Product & Pricing

25%

9.0

Core CRM

20%

6.7

Sales & Automation

15%

8.3

Integrations & Access

15%

8.5

Security & Deployment

â–²Better than 69%
8.5

Reviews score

Reviews score
8.5/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
★ Better than 91% of models

80%

8.5

Average grade

20%

8.8

Popularity

Grades by review (7)
7 reviews, average 8.8/10. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
★Better than 91%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.

What reviewers say about Bonsai CRM

Based on 9

Reviewers like contracts with e-signature, invoicing and integrations, but say it suits small teams best and lacks language options.
Praised
Mixed views
Criticised
Pick a topic to see who said what
Loading category ranking...

CRM Software product ranking

Ranked #59 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Bonsai CRM

Technical score
Technical score
8.3/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 69% of models
Score components:

25%

8.7

Product & Pricing

25%

9.0

Core CRM

20%

6.7

Sales & Automation

15%

8.3

Integrations & Access

15%

8.5

Security & Deployment

8.3
Reviews score
8.5
List score
?
Starting price
9 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 9 USD/user/mo, which is lower than that of 96.9% of CRM platforms and equal to that of 0.9% of CRM platforms.
Billing period
Monthly, Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
Free trial
yes
This CRM platform offers a time-limited free trial.
7 days.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Lead capture forms and contact widget for websites.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Visual project pipeline with customizable stages.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Show more
What reviewers say
AI assistant
no
This CRM platform does not offer an AI assistant. 22% of CRM platforms offer this feature.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
Automated client communication and task workflows.
Lead scoring
no
This CRM platform does not support lead scoring. 19.8% of CRM platforms offer this feature.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Sales forecasting
no
This CRM platform does not support sales forecasting. 15% of CRM platforms offer this feature.
Show more
What reviewers say
Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with QuickBooks, Zapier, and Gmail.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Bonsai mobile app on iOS and Android.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
Show more
What reviewers say
Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
SOC 2, GDPR compliant
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Role-based security groups and permissions.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Complete administrative audit trail of user activities.
Supported operating systems
Web, iOS, Android
Show more

Bonsai CRM vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • 30 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Bonsai CRM
    the average CRM platform
    Bonsai CRM has a lower starting price than the average CRM platform (9 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    9 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card, PayPal, and ACH payment processing.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Built-in time tracking timer for billable client hours.
  • 7.6% higher review score
    Reviews score
    8.5/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    ★ Better than 91% of models

    80%

    8.5

    Average grade

    20%

    8.8

    Popularity

    Grades by review (7)
    7 reviews, average 8.8/10. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    8.5 vs 7.9
  • 4.1% better value for money
    Bonsai CRM offers better value for money than the average CRM platform (8.68 vs 8.3).
    8.68 vs 8.34
  • 30 USD/user/mo $/user/mo lower starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Bonsai CRM
    the average CRM platform
    Bonsai CRM has a lower starting price than the average CRM platform (9 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    9 USD/user/mo vs 39 USD/user/mo
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (unlimited GB vs 10 GB).
    unlimited GB vs 10 GB
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Client project tracking with milestones and file sharing.
  • Offers a client portal
    This CRM platform offers a client portal, while the average CRM platform does not. 36.3% of CRM platforms offer this feature.
    Client portal for viewing proposals, contracts, and paying invoices.
  • Supports time tracking
    This CRM platform supports time tracking, while the average CRM platform does not. 20.1% of CRM platforms offer this feature.
    Built-in time tracking timer for billable client hours.
  • In-quote online payments
    This CRM platform supports online payments within quotes, while the average CRM platform does not. 32% of CRM platforms support online payments within quotes.
    Integrated credit card, PayPal, and ACH payment processing.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Built-in legally binding digital e-signatures on contracts.
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    Single sign-on supported for enterprise teams.

    Expert reviews

    In-depth analysis and verdict from leading tech publications

    9.0
    geekflare.com
    ✓ explicit
    01/04/2025
    Hands-on test · Agency management
    Verdict
    Bonsai suits agencies that want CRM, projects, time tracking and invoicing in one place, though phone support is missing.
    8.0
    thedigitalprojectmanager.com
    ≈ estimated
    22/04/2026
    Feature review · Agency software
    Verdict
    Bonsai suits agencies that need proposals, contracts, projects and invoicing in one tool, though advanced features take extra clicks to reach.
    9.0
    marketermilk.com
    ≈ estimated
    23/03/2023
    Freelancer review · Invoicing and taxes
    Verdict
    Bonsai suits freelancers who want invoices, proposals and tax tracking in one place, though it is English-only and its expense tracking covers just the US and Canada.
    9.0
    fixthephoto.com
    ✓ explicit
    09/08/2023
    Hands-on review · Freelance project tools
    Verdict
    Bonsai works for freelancers such as photographers and retouchers who need proposals, scheduling and invoices, but it is not suited to larger businesses.
    9.6
    b2breviews.com
    ✓ explicit
    10/11/2022
    Hands-on review · Contracts for freelancers
    Verdict
    Bonsai suits freelancers and small business owners who need contracts, invoices and time tracking, though its automation is lighter than rivals and it is English-only.
    8.0
    thecfoclub.com
    ≈ estimated
    02/12/2025
    Review · Accounting for freelancers
    Verdict
    Bonsai is accounting and client software for freelancers and small creative businesses, combining invoicing, expenses and contracts, but lacks the reporting larger finance teams need.
    9.0
    saask.fr
    ≈ estimated
    05/11/2025
    Full review · Freelance contracts and invoices
    Verdict
    Bonsai handles contracts, invoices and projects well for freelancers, but its French translation is partial and its tax model is built for the US.

    Third-party reviews

    What customers like about Bonsai CRM

    • Intuitive visual deal pipelines with drag-and-drop opportunity tracking and customizable stage progression.
    • Visual workflow automation builder facilitating status updates, assignment rules, and reminder notifications.
    • Built-in quotation and invoice creation directly connected to digital payment gateways for accelerated client checkout.
    • Extensive marketplace connectors complemented by full REST API endpoints and webhooks for software stack integration.
    • Enterprise identity security with SAML Single Sign-On and granular role-based permissions regulating workspace visibility.

    What customers don't like about Bonsai CRM

    • Absence of a permanent free plan, requiring an ongoing recurring subscription starting around $21/user/month.
    • Underlying data schema is confined to conventional contact and deal entities without support for custom relational objects.
    • Native telephony dialer and call recording are not built into the core interface, requiring third-party VoIP software.
    • Multi-tenant public cloud hosting only, without on-premise installation choices or dedicated European data residency.

    Verdict

    Bonsai CRM is a cloud-based CRM platform engineered by Bonsai to streamline multi-stage deal tracking, contact organization, and commercial pipelines. At its core, the software centralizes lead qualification, company dossiers, and customizable data fields within an intuitive visual interface. Integrated communication tools facilitate email synchronization, automated follow-up sequences, and activity logging. Teams benefit from native mobile applications for field updates, customizable dashboards for sales forecasting, and extensive REST API connectivity. On the other hand, the platform lacks a permanent free plan, requiring an entry investment starting around $21 per user monthly, while advanced analytics require higher-tier subscriptions. Overall, it represents a dependable choice for growing B2B sales organizations seeking structured deal execution and reliable team collaboration. Furthermore, administrative settings maintain flexible oversight as operational requirements expand.

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