Bonsai

Bonsai is where independent consultants and small service businesses run client work: CRM, deals, projects, tasks, time tracking, proposals and invoices in one place. Connect Bonsai to run your business from Claude. Key features: • Ask about your business - Your tasks for today, where a deal stands, what's outstanding, or a project summary you can send a client. • Keep your CRM current - Add contacts and companies, log activity, and move deals through your pipeline. • Create proposals - Ask Claude to set up a proposal in Bonsai for you to review and send. • Turn won work into a project - A closed deal becomes a project with tasks, owners, and due dates, ready to start. • Track time and bill for it - Log hours against a project, then draft the invoice when the work is done.