Best project management tool for our agency
Use Cases and Deployment Scope
As an agency of over 15+ professionals, Bonsai has transformed our workflow. We started using them when we were only 2 people on the team, and we used Bonsai only for a few features at the beginning (proposals, contracts and invoicing).
But as our team grew to nearly 20 people now, we started needing more features, and surprisingly, Bonsai grew as well and launched the features we needed like project management, budgeting, team resource planning and business profitability overview. It made our daily operations way more efficient and simplified the overall project management process and working with clients.
We also tested a few other tools in the meantime but Bonsai was the only one that hit the sweet spot of ease of use and a comprehensive list of features that seem to be specifically built for agency workflows.
Additionally, the customer support is top-notch, always responsive and knowledgeable.
Pros
- Business reporting
- Client management
- Automated billing
- Team time tracking
Cons
- Client portal - could have more customization
Return on Investment
- It made our daily operations way more efficient and simplified the overall project management process and working with clients.
Usability
Alternatives Considered
Teamwork.com, ClickUp and monday.com
Other Software Used
Notion
