" It's awesome how I have been able to build up onboarding and invoicing and client related reporting in one place using Clientvenue, it's really awesome that we've been able to cut on extra software spending for our business as well. "

Sreejith
Alore Sales, bengaluru
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TABLE OF CONTENTS

If you're looking for a project management tool that helps keep you on track and organized, Hello Bonsai might be a great option. Hello Bonsai can help you manage your workload and finish chores.

If you are not satisfied with the features offered by Hello Bonsai or if you are looking for an alternative to Hello Bonsai then check this article till the end to find Best Hello Bonsai Alternatives to scale your business to the next level.

In this article, I will recommend the Best Hello Bonsai Alternatives, which have all the required features and make things simple for you.

Before diving into the main subject, let's quickly review what bonsai is and what it offers.

What is Hello Bonsai?

Hello Bonsai is a business management software that helps you manage your clients, deliver great work, get paid, and track your finances. It's the all-in-one freelance platform that makes your life easier.

Here's what you can expect with Hello Bonsai:

  • Easy client management: keep all your clients and projects organized in one place
  • Get paid on time: we'll help you track invoices and payments, so you always get paid on time
  • Deliver great work: our robust project management tools will help you provide quality work to your clients
  • Track your finances: we'll help you track your income and expenses so you can stay on top of your finances

If you're looking for a platform to help you manage your freelance business, Hello Bonsai is the perfect solution. Try it today and see how we can help you streamline your workflow and grow your business.

Features of Hello Bonsai

Here are some of the features that Hello Bonsai offers:

CRM

With Hellobonsai, you can manage your customers, sales, and marketing all in one place.

Scheduling

Hellobonsai offers a robust scheduling system to help you track your appointments and tasks.

Contracts

With Hellobonsai, you can create and manage contracts for your clients.

Client portals

Hellobonsai offers a client portal where you can give your clients access to their files, invoices, and proposals.

Collaboration

Hellobonsai offers a variety of collaboration features so you can work with your team on projects.

Invoicing and payments

Hellobonsai offers an invoicing and payment system so you can get paid for your work.

Proposals

Hellobonsai offers a proposal system so you can create and manage proposals for your clients.

Pricing

  • Starter plan: $17/month
  • Professional plan: $32/month
  • Business plan: $52/month

Pros

  • Hellobonsai offers a free trial, so you can try it before you buy
  • The software is easy to use and intuitive
  • Includes a client portal software to help you keep track of your clients
  • Offers a wide variety of features to help you manage your business

Cons

  • Some users have reported that the free trial is too short
  • Some have found the software to be buggy
  • It does not offer as many features as some of the other CRM software options on the market

Why Do You Need Hello Bonsai Alternatives?

There are numerous reasons why you need Hello Bonsai alternatives.

  • First, Hello Bonsai has only a few key capabilities, but there are others available as well. Other business management tools are available that are more suited to your requirements.
  • Second, Hello Bonsai is only sometimes the most affordable option. If you are on a budget, you can find a cheaper alternative.
  • Third, Hello Bonsai only has some of the features of other client portal software. If you need a specific feature, you can find another option that has that feature.
  • Fourth, Hello Bonsai is only sometimes the most user-friendly option. If you are having trouble using the software, you may be able to discover an alternative that is easier to use. There are other task management tools out there that better suit your needs.
  • Finally, Hello Bonsai is only sometimes the most reliable option. You can find a more reliable alternative if you need help with the software.

Best Hello bonsai Alternatives

1. ClientVenue

ClientVenue is a full-service client management software for businesses looking to provide their clients with productized services. It is online software for both companies and independent contractors that offers end-to-end client management.

What I like about ClientVenue is that it is very user-friendly and easy to use. You can easily add new clients, create invoices, track and manage projects, and manage team members.

If you are looking for a management platform to help you manage your business, ClientVenue has all the tools to get you started.

Features

  • Resource management
  • Brand customization
  • Multiple projects
  • Client onboarding
  • Client requests
  • Secure portal
  • Custom domain
  • Task management
  • File sharing
  • Storage space

Pros

  • Ease of use: ClientVenue is highly user-friendly, even for those who are not tech-savvy. The interface is simple and streamlined, making it easy to navigate and find the information you need.
  • Customization: ClientVenue offers a lot of customization options. If you're looking for CRM software that you can tailor to your specific business needs, ClientVenue is the right fit.
  • Affordability: ClientVenue is one of the market's most affordable CRM software options. If you're on a tight budget, it's worth considering.
  • Robust features: ClientVenue offers a wide range of parts, including a client portal, which is perfect for businesses that need to keep track of their client communications.

Cons

  • I have yet to run into any drawbacks with this platform.

2. Bloom

Bloom is a cloud-based business management software for independent creative contractors. For all your business process management software requirements, turn to Bloom. Client contacts, email marketing, invoicing tools, customer inquiries, email templates, and payment reminders are all included in Bloom's client communications center.

Features

  • Project management
  • Scheduling
  • CRM
  • Website portfolio
  • Workflows
  • Automations
  • Invoice and payment
  • Lead management

Pros

  • Bloom offers a free trial, so you can try it before you buy it.
  • Bloom is cloud-based, so that you can access it from anywhere.
  • Bloom offers a client portal so your clients can access their data 24/7.
  • Bloom integrates with popular accounting software so you can manage your finances in one place.

Cons

  • Bloom is a relatively new company, so some bugs need to be ironed out.
  • Bloom doesn't offer phone support, so you'll need email or chat support if you have any questions.

3. Dubsado

Dubsado is a fantastic CRM software for photographers geared toward small business owners. Although it was created for photographers, it is applicable to a wide range of fields.

Features

  • Project Management
  • Customized invoices & invoicing tools
  • Financial management
  • Great customer service
  • Automatic Payments & payment processor
  • Powerful form and questionnaire builder

Pros

  • This software makes it easy for clients to log in and view their account information.
  • Clients can quickly view any invoices or estimates created for them. This makes it an excellent way for clients to keep track of their accounts and know what is happening at all times.
  • Dubsado is very user-friendly. The UI is clean and easy to use. Even non-tech-savvy people can easily navigate the software.

Cons

  • Dubsado is that it is a bit pricey. The monthly subscription fee is high for some small businesses.

4. Honeybook

Honeybook is another cloud-based CRM platform for independent contractors. The objectives of Honeybook are to increase sales and streamline your process. This business process management software creates strong proposals, invoices, and agreements.

Features

  • Project management
  • Contract templates
  • Good financial management features
  • Client Booking
  • Client contracts
  • Payment Processing and Automatic Payments

Pros

  • HoneyBook is an all-in-one software solution for creative professionals. This means it can save you time and money by consolidating all your business needs into one platform.
  • The software is user-friendly and has many features, including a client portal, project management tools, invoicing, etc.
  • HoneyBook offers a free trial, so you can try it before you buy.

Cons

  • While HoneyBook consolidates many businesses needs into one platform, it may have some of the features you're looking for.
  • The software can be pricey, especially if you need to use multiple features.
  • There is a learning curve to using HoneyBook, so it can take longer to get up to speed.

Why ClientVenue is the best alternative to Hello Bonsai

If you manage clients or projects, you know how significant it is to have good business management software. There are many options, but ClientVenue is the best.

If you're looking for an alternative to Hello Bonsai, ClientVenue is an excellent option. Here's why:

1. ClientVenue is more user-friendly. The UI is simple and easy to use, so you'll be up and running in no time.

2. ClientVenue offers more features than Hello Bonsai. For example, ClientVenue lets you assign tasks to multiple people, set due dates, add notes and comments, and attach files.

3. ClientVenue is more affordable. A subscription to ClientVenue starts at just $15 per month.

4. ClientVenue integrates with a number of other popular productivity tools, such as Slack, Zapier, and Google Calendar.

5. ClientVenue offers excellent customer support. If you have any queries or need help getting started, the ClientVenue team is always happy to help.

So, if you're looking for Hello Bonsai alternatives, check out ClientVenue. You won't be disappointed!

Features of ClientVenue

Assuming you are familiar with project management, you know that ClientVenue is a great tool. But what sets it apart from other project management software? Here are some of the features that make ClientVenue the best:

Client portals

ClientVenue’s client portal allows you to give clients visibility into their projects. This is a great way to build transparency and foster trust.

Resource management

You can assign tasks to specific team members and track their progress. This is particularly useful for large projects that require coordination among multiple people.

Domain setup

With ClientVenue, you can use your domain name. This is a fantastic technique to market your company and gain the audience's trust.

Reports

ClientVenue provides various reports that give you insights into your project’s progress. This can help make decisions about where to allocate resources.

Time tracking

ClientVenue can track the time spent on each task. This valuable data can help you optimize your workflow and improve efficiency.

Customize Logo

creative project management with key features

ClientVenue lets you customize your logo and branding, so your project management tool always looks professional.

Customize Theme

ClientVenue's themes are fully customizable, so you can tailor the look and feel of your tool to match your brand.

Invoicing and billing

ClientVenue makes it easy to invoice and bill your clients. You can customize your dashboard to track your progress and see where you need to improve.

Automated Onboarding

ClientVenue makes it effortless to onboard new team members. You can set up daily standups and get everyone up to speed quickly.

Customized dashboard

ClientVenue's dashboard is highly customizable. You can tailor it to your needs so that you can see exactly what you need to see.

Daily Standups

ClientVenue's standups are a great way to stay on top of your progress. You can set them up daily or weekly; they're a great way to keep everyone on the same page.

Integrations

ClientVenue integrates with a number of popular tools, such as Slack, Google Drive, and Dropbox. This makes it easy to use ClientVenue as part of your existing workflow.

Pricing

Pricing at ClientVenue is clear-cut, fair, and sincere. Each plan has a 14-day free trial; if you select annual billing, you also receive an extra two months at no cost. There are two plans in ClientVenue's pricing structure.

  • Business $15/month
  • Enterprise $25/month
basic plan

How ClientVenue can help different teams

Different teams have different needs when it comes to project management software. ClientVenue can help each type of team get their work done more efficiently.

Design teams need to be able to track their progress on various design projects and see which tasks are assigned to each team member. ClientVenue's visual interface makes it easy to see which tasks are on track and which ones need more attention.

HR and admin teams need a way to keep track of employee vacation days, sick days, and work hours. ClientVenue can help them stay organized and avoid scheduling conflicts.

Finance teams need to be able to track expenses and invoices. ClientVenue's reports and charts make it easy to see where money is being spent and how much is owed.

Operations teams need to be able to monitor the status of various tasks and projects. ClientVenue's real-time updates make it easy to see which tasks are on track and which ones need more attention.

Marketing teams need to be able to track the progress of their campaigns. ClientVenue's reporting features make it easy to see which campaigns are performing well and which ones need more work.

Advertising teams need to be able to track the performance of their ads. ClientVenue's reporting features make it easy to see which ads generate the most clicks and conversions.

Creative teams need to be able to track the progress of their projects. ClientVenue's visual interface makes it easy to see which tasks are on track and which ones need more attention.

Conclusion

Many Hello Bonsai alternatives offer fewer functions compared to ClientVenue. Picking ClientVenue as your all-in-one project management software for your company will be a good decision.

Try out ClientVenue for a free trial and take advantage of the best offers on subscription plans that are currently being offered.

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