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Looking for a freelancer personal CRM? Bonsai is a great fit. Manage your own digital workspace and client list. From prospect to project and contract to payment, you can now manage everything all in one place. Quit losing clients in your inbox and have a reliable system to track them with your ongoing work together. Add them with all your notes, contacts and tags. Organize all the todos, files and documents for your projects. Your clients even get their own project view to manage payments and contracts you’ve sent. Add leads, existing clients and internal notes to keep track of all your contacts. Fill your projects with all the documents, payments, tasks and timesheets you need.

 

Building a Personal CRM with Bonsai: A Comprehensive Guide

Customer Relationship Management (CRM) tools are essential for managing your contacts, leads, and clients. They help you keep track of your interactions, manage tasks, and organize your projects. One such tool that stands out for its simplicity and effectiveness is Bonsai. In this blog post, we’ll explore why you should consider using Bonsai for your personal CRM, how to build your CRM using Bonsai, the cost of Bonsai, and the limitations you might encounter.

Why Use Bonsai for a Personal CRM?

Bonsai offers a small business CRM with a client portal tool that empowers users to manage their projects and keep track of all their clients using a clean and intuitive user interface. From prospect to project and contract to payment, Bonsai allows you to manage everything all in one place. Here are some reasons why you should consider using Bonsai for your personal CRM:

  1. Client Management: You can add leads, existing clients, and internal notes to keep track of all your contacts.
  2. Project Organization: Bonsai allows you to fill your projects with all the documents, payments, tasks, and timesheets you need.
  3. Free Collaboration: You can invite other contractors to your projects to manage tasks and track time together.
  4. Client List Building: With Bonsai, you can create unique client profiles with all your notes, contacts, rates, and tags, ensuring you never lose a client in your inbox again.

Steps to Building Your Personal CRM in Bonsai

Building your personal CRM in Bonsai is straightforward. Here are the steps:

  1. Add Clients: Start by adding your leads and existing clients. You can also add internal notes for each client to keep track of important information.
  2. Organize Projects: For each client, you can create a project and fill it with all the necessary documents, payments, tasks, and timesheets.
  3. Collaborate: Invite other contractors to your projects if needed. You can manage tasks and track time together.
  4. Build Client Profiles: For each client, create a unique profile with all your notes, contacts, rates, and tags.

How Much Does Bonsai Cost?

Bonsai offers three pricing plans:

  1. Starter: At $17 per month, this plan is ideal for freelancers and contractors just starting out. It includes all templates, unlimited clients & projects, invoicing & payments, proposal & contracts, scheduling, tasks & time tracking, client CRM, forms & questionnaires, expense tracking, and up to 5 project collaborators.
  2. Professional: For $32 per month, this plan offers everything in the Starter plan, plus custom branding, workflow automations, client portal, unlimited scheduling events, QuickBooks integration, Calendly integration, Zapier integration, and up to 15 project collaborators.
  3. Business: At $52 per month, this plan includes everything in the Professional plan, plus subcontractor management, hiring agreement templates, subcontractor onboarding, talent pool, 3 team seats, accountant access, connect multiple bank accounts, unlimited subcontractors, and unlimited project collaborators.

All plans come with a 7-day free trial, and Bonsai guarantees your money back within the first two weeks if it’s not what you expected.

Can You Create a Free Personal CRM in Bonsai?

Bonsai does not offer a completely free plan. However, you can start a 7-day free trial to test out the platform and see if it meets your needs. After the trial period, you will need to choose one of the paid plans to continue using Bonsai.

What Personal CRM Features Are Missing When You Use Bonsai?

While Bonsai offers a robust CRM for small businesses, it may lack some features that are available in more specialized or enterprise-level CRM systems. Here are a few potential limitations:

  1. Advanced Automation: While Bonsai does offer some automation features, it may not provide the advanced automation capabilities that some businesses require, such as complex sales funnel automation or advanced lead scoring.
  2. Integration with Other Tools: Bonsai integrates with some popular tools like QuickBooks, Calendly, and Zapier, but it may not integrate with all the tools your business uses.
  3. Customization: Bonsai offers a clean and intuitive interface, but it may not offer the level of customization that some businesses need.
  4. Scalability: While Bonsai is great for small businesses, freelancers, and contractors, it may not scale as well for larger businesses with more complex needs.

In conclusion, Bonsai is a powerful tool for managing your clients and projects. It offers a clean and intuitive interface, a range of useful features, and reasonable pricing plans. However, it’s important to consider your specific needs and requirements before choosing a CRM. If you’re unsure, take advantage of Bonsai’s 7-day free trial to see if it’s the right fit for you.

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We’ve researched close to 100 personal CRM software options so we can recommend the best personal CRM for your specific needs. We’ll show you how to build your own personal CRM, how to find personal CRM templates and what personal CRM apps are worth your time and money.

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