Hello Bonsai Walkthrough | Doug Digital

What is Hello Bonsai? In this video, I review hello bonsai, one of the best freelance project management and best CRM tools of 2021.

My tool of the week

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Hello Bonsai is an easy-to-use web-based platform that allows you to effortlessly manage clients, manage projects, create project proposals, create contracts and more.

Hello Bonsai is best used by freelancers, solopreneurs and small to medium businesses who are struggling with spreadsheets and rushing through Google to find ready-made contracts or proposals for their clients.

For me, Hello Bonsai is an excellent service that saved me the headache of appearing unprofessional, unprepared and not prepared for work.

🏆🏆Resources I Use In My Business🏆🏆(AFF links)

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DISCLOSURE: Some of the links here are affiliate links. This means at no additional cost to you, I may earn a commission if you click through and make a purchase. These commissions help me create free valuable videos like these.

[DMRVR]

This is EXTREMELY valuable. High quality video with great helpful content. Thank you so much for this! You’ve earned a sub

[KOBE__]

Thanks for this! Really useful video and thorough explanation of each aspect of Bonsai. I’ll be using your affiliate link for sure 👍

[theblendedfamilyblueprint]

Great video! Thanks for taking things step-by-step. Can you store client payment info? I'm thinking of starting a group coaching program and would like to be able to set it up so it'll be autopaid instead of an invoice every month.

[atlasdigitalcompany]

Hello, Doug. Thank you for the great video. I don’t know if I missed anything, but how are you enjoying the CRM system (if you have any insights)?

[_helloitse]

This video is so helpful! Could you share if it's possible to auto-generate an invoice after a proposal is accepted (instead of a contract)?

[theblendedfamilyblueprint]

Your link says it'll give you a two-week trial but when I click on it and scroll down on the Bonsai page it says 7-day trial. Any tips on getting the 14 days? Happy to use your affiliate link if I sign up for Bonsai. (Your video makes it look very easy to set up and use!).

[ErinPuckey]

I found the music in this video too loud against your voice and it make it hard for me to hear what you were saying.

[Primengine]

Anyone know how to add multiple different clients but with the same name and email address? I have many different clients but the invoices all go to my partner who then bills the clients. Bonsai won't let me. It wants each email and name to be different otherwise it won't create the client. Is there a way around this or is this a bit of a flaw in the UX?