12 Best Hello Bonsai Alternatives (2026 Edition)
Looking for Hello Bonsai alternatives that actually scale with your business? You’re not alone.
According to a Salesforce report, small businesses lose up to 96 minutes of productivity daily due to scattered tools and poor task management. That’s over 8 hours a week wasted on inefficiency.
Hello Bonsai is a solid tool for freelancers starting out. But as your client list grows and projects become more complex, those once-helpful features can start to feel limiting. Rigid workflows, basic client portals, and limited integrations often push growing agencies to look elsewhere.
The good news? The market is filled with powerful Bonsai alternatives designed for businesses ready to level up.
In this comprehensive guide, we’ll break down the 12 best Hello Bonsai alternatives in 2026—comparing features, pricing, pros, and cons—so you can find the perfect fit for how you actually work.
Let’s dive in.
Key Takeaways
Hello Bonsai Overview
- Offers contracts, proposals, invoicing, time tracking, and basic task management
- Popular among solo freelancers and small service providers
- Best for those just getting started
Why Look for Alternatives
- Limited customization for client portals
- Basic automation capabilities
- Lacks scalability for growing teams
- Restricted third-party integrations
Top Bonsai Alternatives at a Glance
- Taskip – All-in-one, client-focused platform with project/task management, CRM, proposals, invoicing, and client portals.
- Dubsado – Great for automation, onboarding forms, and creatives who rely on workflows.
- HoneyBook – Clean UI, solid proposal and payment tools for freelancers and consultants.
- Copilot – Perfect for building a branded client experience with messaging, forms, and payments.
- ManyRequests – Streamlined request submission and delivery tracking for service businesses.
- Agiled – Full-stack business OS with CRM, HR, finance, and task tools.
- Bloom – Designed for visual freelancers with scheduling, chat, and asset delivery.
- FreshBooks – Ideal for those who need detailed invoicing and accounting tools.
- PandaDoc – Enterprise-level document creation and contract tracking.
- SuiteDash – A white-labeled client portal with integrated CRM and automations.
- Hectic – Lightweight, affordable option for solo freelancers.
- Zendo – Great for selling productized services and tracking client requests.
Why Look for Hello Bonsai Alternatives?
Hello Bonsai positions itself as an all-in-one solution for freelancers—offering proposals, invoices, time tracking, contracts, and basic task management. And for solo professionals managing a handful of clients, it works reasonably well.
What Hello Bonsai Does Well
- Clean, intuitive interface
- Streamlined proposal-to-invoice flow
- Solid contract templates
- Good for freelancers working alone
Where Hello Bonsai Falls Short
But here’s the reality: 70% of freelancers report working with multiple clients simultaneously, and many eventually scale into small agencies or teams. That’s where Bonsai starts showing its cracks:
Limited Client Portal Customization Users consistently report wanting more control over the client experience. As one G2 reviewer noted: “I wish there was a better portal for clients, where we can have conversations within the portal, upload specific files, assign tasks.”
Basic Automation While Bonsai offers some automation, it lacks the depth needed for complex workflows. Growing businesses need trigger-based automation that can handle multi-step processes.
Not Built for Teams Bonsai works best for solo users. As your team grows, the lack of robust collaboration features, permission controls, and multi-user support becomes a bottleneck.
Integration Limitations With the average business using 110+ SaaS applications, seamless integrations aren’t optional—they’re essential. Bonsai’s integration library feels limited compared to competitors.
Pricing Concerns As one Capterra reviewer put it: “Solo/freelancers are Bonsai’s target. Many features just don’t seem to work for or consider a small business with any employees.”
If any of these pain points resonate, it’s time to explore Hello Bonsai alternatives that can grow with your business.
Quick Comparison: Top Hello Bonsai Alternatives
| Tool | Best For | Starting Price | Free Plan | Client Portal |
| Taskip | All-in-one agency management | $12/mo | ✅ Yes | ✅ Yes |
| Dubsado | Workflow automation | $20/mo | Trial only | ✅ Yes |
| HoneyBook | Creative entrepreneurs | $19/mo | Trial only | ✅ Yes |
| Copilot | Branded client experience | $29/mo | Trial only | ✅ Yes |
| ManyRequests | Productized services | $99/mo | ❌ No | ✅ Yes |
| Agiled | Full business management | $15/mo | ✅ Yes | ✅ Yes |
| ClickUp | Project management | $7/user/mo | ✅ Yes | Limited |
| SuiteDash | White-label solutions | $19/mo | Trial only | ✅ Yes |
| Bloom | Visual creatives | $7/mo | ✅ Yes | ✅ Yes |
| FreshBooks | Accounting & invoicing | $21/mo | Trial only | Limited |
| PandaDoc | Document automation | $35/mo | ✅ Yes | ❌ No |
| Zendo | Service-based businesses | $49/mo | ✅ Yes | ✅ Yes |
12 Best Hello Bonsai Alternatives in 2026
1. Taskip – Best All-in-One Hello Bonsai Alternative
One Powerful Platform to Manage Clients, Projects & Payments
Taskip is a modern, all-in-one client management tool built for freelancers, consultants, and growing service teams. Whether you’re onboarding a new client, managing multiple projects, or sending out invoices, Taskip brings everything under one intuitive dashboard.
From proposals and contracts to time tracking and task management, Taskip helps you stay organized, get paid faster, and deliver a better client experience—all without juggling multiple tools.
Learn More: Taskip vs Bonsai – Which One Helps You Work Smarter in 2025?
What Makes Taskip Stand Out
- Complete CRM to manage leads, clients, and deals
- Project and task management with Kanban boards
- Proposal and contract builder with e-signatures
- Professional invoicing with online payments
- Branded client portal for transparency
- Workflow automation to eliminate repetitive tasks
- Built-in meeting scheduler
- Support ticket system for client inquiries
- AI-powered features for faster work
Pros & Cons
| Pros | Cons |
| Free Starter plan with core features | Some advanced integrations are still in development |
| Full platform for clients, tasks, billing, and proposals | The mobile app is still in beta |
| Affordable plans with no seat-based pricing | May offer more than needed for one-off project users |
Price
- Starter (Free): For up to 5 users. Includes invoicing, quotes, forms, documents, basic task/project tools, and client portal.
- Professional ($19/month): Up to 5 users. Adds workflow automation, proposal builder, support tickets, and custom branding.
- Team ($39/month): Up to 20 users. Includes all Professional features plus unlimited contacts, meetings, collaboration tools, and business inbox.
- Powerhouse ($59/month): For up to 100 users. Offers full automation, unlimited proposals/workflows, and priority support.
Best For: Freelancers and agencies wanting a complete business operating system that grows with them.
Ready to Ditch the Tool-Hopping?
Try Taskip free and manage your entire client workflow—from proposals to payments—in one clean, powerful dashboard.
2. Dubsado
Workflows, Forms, and Automation Built for Service Providers
Dubsado is a client and business management solution built for service-based professionals—think photographers, designers, consultants, and coaches. It shines when it comes to automating repetitive admin work, onboarding new clients, and creating custom workflows that reflect how you do business.
From sending forms and contracts to scheduling meetings and triggering email sequences, Dubsado helps simplify the entire client journey—so you can spend less time in your inbox and more time getting paid.
If you’re weighing your options beyond Bonsai and want to explore more tools like this one, check out our complete guide to Dubsado alternatives for additional comparisons.
Key Features
- Custom Workflows: Automate emails, forms, invoices, and reminders
- Client Onboarding: Seamless intake with branded forms and embedded schedulers
- Proposals & Contracts: Create connected packages, proposals, and legally binding contracts
- Invoicing & Payments: Accept payments via Stripe, PayPal, and Square
- Lead Capture Forms: Embed forms directly on your website or landing pages
- Scheduler: Book meetings and sessions with availability settings
Pros & Cons
| Pros | Cons |
| Flat pricing with unlimited clients | Steeper learning curve for new users |
| Powerful automation for client workflows | Mobile experience is limited |
| Customizable forms, contracts, and branding | Interface feels dated to some users |
| Great for creatives, agencies, and consultants |
Price
Dubsado offers simple, flat-rate pricing with unlimited clients:
- Starter Plan: $20/month – Includes invoicing, forms, contracts, and client CRM
- Premier Plan: $40/month – Adds automated workflows, public proposals, scheduling, and integrations
- Annual billing available with discounted pricing
A free trial is available for up to 3 clients with no time limit.
3. HoneyBook
Streamlined Client Booking, Invoicing, and Payments in One Place
HoneyBook is a popular choice for freelancers and creative entrepreneurs who want to simplify how they manage clients—from first inquiry to final payment. Whether you’re sending out a proposal, booking a session, or getting paid, HoneyBook makes every step feel easy and well-designed.
Its clean user interface, mobile app, and built-in automations help reduce back-and-forth emails, while its integrated payments and client communications keep everything in one place.
Key Features
- Proposals & Contracts: Customizable templates with e-signatures and auto-invoice generation
- Client Communication: Centralized messaging, project timeline, and email integration
- Online Payments: Get paid faster through ACH, credit card, or recurring invoices
- Automation Tools: Send reminders, onboarding emails, and follow-ups automatically
- Scheduling: Integrated calendar for booking calls, sessions, or meetings
- Mobile App: Manage projects and respond to clients on the go
Pros & Cons
| Pros | Cons |
| Modern, intuitive interface | Not as customizable as some alternatives |
| All-in-one system for creatives and freelancers | Limited control over complex workflows |
| Integrated contracts, payments, and scheduling | Automation features may feel basic for advanced users |
| Strong community and customer support |
Price
HoneyBook offers straightforward pricing with access to all features:
- Starter Plan: $19/month – Includes proposals, contracts, invoicing, client communication, and payment tools
- Essentials Plan: $39/month – Adds scheduler, QuickBooks integration, automations, and up to 2 team members
- Premium Plan: $79/month – Includes unlimited team members, priority support, and a dedicated account manager
All plans come with a 7-day free trial and access to the full feature set.
If HoneyBook sounds promising but you’d like to compare it further, our guide to HoneyBook alternatives breaks down similar tools in detail.
4. Copilot
A White-Labeled Client Portal Built for Modern Service Businesses
Copilot is a white-labeled platform designed for freelancers, consultants, and agencies who want to offer a seamless, branded experience to their clients. With built-in messaging, invoicing, file sharing, and forms, Copilot gives your clients a central place to collaborate and stay informed—without the clutter.
It’s especially useful for businesses that deliver services over time and need a clean, professional front-end to share progress, documents, and communication in one secure portal.
Key Features
- Client Portal: Fully branded experience with your logo, domain, and layout
- Secure Messaging: Communicate directly with clients in-app
- Forms & Intake: Collect onboarding details or client feedback with custom forms
- Invoices & Payments: Bill clients and accept payments via Stripe
- File Sharing: Organize and share documents securely
- Third-Party Embeds: Integrate tools like Calendly, Airtable, or Notion into your portal
Pros & Cons
| Pros | Cons |
| Clean, modern client interface | Limited built-in task management tools |
| Fully white-labeled with custom domains | Requires Stripe for payment processing |
| Ideal for client-facing businesses and agencies | It can become expensive at higher tiers |
| Easy to set up and scale as your business grows |
Price
Copilot offers scalable pricing based on the number of client portal users:
- Basic Plan: $29/month – Includes 100 client users, secure messaging, file sharing, invoicing, and forms
- Professional Plan: $69/month – Adds custom domain, branding, help desk, and expanded automations
- Advanced Plan: $149/month – Designed for larger teams with SSO, client groups, analytics, and more
- Custom enterprise plans available upon request
Free 14-day trial available with full feature access.
5. ManyRequests
Client Request Portals Built for Service-Based Agencies
ManyRequests is a modern platform designed for agencies and service providers that manage recurring client deliverables—like design requests, development tickets, or ongoing marketing work. It centralizes service offerings, client communication, and payment processing into a single branded portal.
With features like custom intake forms, request queues, client dashboards, and embedded content blocks, ManyRequests is ideal for businesses offering productized services or subscription-based work.
Interested in similar request management tools? Explore our ManyRequests alternatives guide for more options.
Key Features
- Branded Client Portals: Customized login, dashboard, and service view
- Service Catalog: Let clients purchase one-time or recurring service packages
- Client Request System: Submit and track requests in a queue with status updates
- Forms & Automation: Collect information with customizable forms and auto-assign requests
- Team Collaboration: Assign roles, manage tasks, and deliver files directly in the portal
- Integrated Payments: Accept payments via Stripe, PayPal, or Paddle
Pros & Cons
| Pros | Cons |
| Built specifically for productized and recurring services | Limited project management tools |
| Custom-branded experience with service ordering | Higher starting price compared to other tools |
| Clean client interface with real-time updates | May not suit single-project workflows |
| Scales well for agencies managing multiple clients |
Price
ManyRequests has updated its pricing structure. They now offer plans based on team size, with all tiers including unlimited clients:
Here’s a simplified overview of the pricing plans:
- Starter ($99/month or $79 billed annually): Includes 2 team members, client portal, request tracking, file sharing, branded workspace, custom domain, and basic modules.
- Core ($149/month or $119 billed annually): Includes 5 team members. Adds time tracking, design annotation, and Zapier integration.
- Pro ($399/month or $319 billed annually): Includes 10 team members. Adds white-label branding, affiliate module, and removes “Powered by” tag.
- Enterprise (Custom pricing): For 25+ team members. Offers custom solutions, bulk pricing, API access, priority support, and a dedicated manager.
6. Agiled
Complete Business Management Tool with Built-In CRM, Finance & Automation
Agiled is an all-in-one platform that unifies CRM, project management, finance, contracts, HRM, automation, and client portal access. It’s ideal for small businesses, growing agencies, or freelancers wanting to unify their workflows and tools into a single interface. Throughout 2025, users have praised its depth of features and affordable pricing compared to standalone tools
Key Features
- CRM and contact management with lead pipelines and deal tracking
- Project and task tracking with time logging, project workflows, and templates
- Finance tools: invoices, estimates, expense tracking, credit notes, and optional accounting add-ons
- Custom forms, client portals, automated workflows, and subscription billing
- HRM: teams, attendance, holidays, leaves, payroll (in Business tier)
- API access, Zapier, custom webhooks, wikis, pages, and unlimited document generation for proposals/contracts (agilecrm.com, Agiled.app, Agiled.app, findpmsoftware.com)
Pros & Cons
| Pros | Cons |
| Free-forever tier for basic usage | Some users report UI bugs and feature glitches (Capterra) |
| Flat-rate pricing with unlimited contacts, projects, and invoices | Team-user expansion is per fixed tier, not per-seat (Agiled.app, findpmsoftware.com) |
| Broad feature stack in one platform: CRM, automation, finance, task, HRM | Interface and UX can feel dated and less polished to some (Zendo) |
| Automation, client portal customization, and integrations at mid-tier | Automation and workflows are only unlocked in Premium and above |
Price
Agiled offers a free tier and several flat-rate paid plans (monthly or annual billing):
Here’s a concise breakdown of the plans:
- Free: 1 user. Limited to 2 clients, 2 projects, 1 form (100 submissions), and basic tools. Best for individuals just starting out.
- Starter ($15/month): Up to 3 users. Expands client/project limits, adds more forms, invoicing, estimates, and basic HRM.
- Pro ($45/month): Up to 5 users. Adds unlimited contacts/projects, full HRM access, and more features.
- Premium ($79/month): Up to 10 users. Includes automations, workflows, API/Zapier, unlimited documents, wikis, and subscriptions.
- Business ($129/month): Up to 25 users. Adds white-labeling, payroll, advanced accounting, webhooks, and priority support.
- Enterprise (Custom pricing): For large teams (25+ users) needing tailored solutions and full customization.
For a deeper look at platforms offering similar functionality, see our Agiled alternatives comparison.
7. ClickUp
Highly Customizable Project Management for Teams of All Sizes
ClickUp is one of the most versatile project and task management platforms on the market. Built to serve everyone from solo freelancers to large enterprises, ClickUp combines task management, time tracking, documentation, goal setting, and dashboards in one highly flexible system.
Its power lies in its customizability—users can tailor views, fields, and workflows to match how they like to work, making it a favorite for teams managing complex operations or scaling quickly.
Key Features
- Task views: List, Kanban, Gantt, Calendar, Timeline, Box, and more
- Real-time collaboration with in-task chat, proofing, and whiteboards
- Native Docs for SOPs, client deliverables, and team knowledge sharing
- Goals and milestones tracking for personal and team progress
- Workflow automations, form builder, and workload capacity planning
- Integrations with Slack, Zoom, Google Drive, Notion, and thousands more via Zapier
- Optional AI add-on for summaries, content generation, and task suggestions
Pros & Cons
| Pros | Cons |
| Highly customizable to fit nearly any workflow | It can feel overwhelming for new users |
| Extensive view options and task hierarchy | Many features are gated behind paid tiers |
| Integrates with nearly every major business tool | An AI assistant requires an additional fee |
| Suitable for freelancers to enterprise teams | Takes time to set up and optimize workflows |
Price
ClickUp offers both free and paid plans with scalable feature access:
- Free Forever ($0/month): Unlimited tasks and members, 100MB storage, basic real-time chat, Kanban boards, and up to 3 whiteboards. Ideal for personal use or very small teams.
- Unlimited ($10/user/month or $7 billed annually): Adds unlimited dashboards, storage, integrations, Goals, Portfolios, Gantt charts, guest permissions, and custom fields.
- Business ($19/user/month or $12 billed annually): Includes everything in Unlimited, plus advanced Gantt charts (Timelines), workload views, automations, time tracking, custom exports, and advanced guest access.
- Enterprise (Custom pricing): For large teams needing SSO, HIPAA compliance, white-labeling, advanced permissions, API scale, and dedicated onboarding/support.
All plans include access to ClickUp AI (optional paid add-on).
8. SuiteDash
All-in-One Business Suite with Fully Branded Client Portals
SuiteDash is a comprehensive business management platform designed for agencies, consultants, and service-based businesses looking to consolidate operations and present a fully branded experience to clients.
Unlike tools that charge per seat, SuiteDash offers unlimited internal and external users at flat pricing—making it ideal for growing teams. From CRM and proposals to invoicing, file sharing, and even learning management, SuiteDash is built to reduce your software stack and boost professionalism.
If white-labeled client portals are a priority, our SuiteDash alternatives guide explores 10 similar platforms.
Key Features
- CRM & Sales Pipelines: Manage contacts, leads, and deals in customizable pipelines
- Client Portal: Secure login for each client with branded experience, dashboards, and file sharing
- Proposal, Contract & Invoicing Tools: Create, send, and manage business documents end-to-end
- Project & Task Management: Assign, track, and deliver work within the same platform
- Automation Toolkit: Trigger actions based on user behavior, form submissions, or project updates
- Learning Management System (LMS): Offer courses or resources through your own white-labeled portal
- Custom Domain & Branding: Full control over client experience with your logo, colors, and login URLs
Pros & Cons
| Pros | Cons |
| Flat-rate pricing with unlimited users | Interface can feel complex for solo users |
| Full white-labeling and branding control | Setup takes time due to high customization |
| All-in-one business suite reduces tool fatigue | Some features (like LMS) are only available in the highest plan |
| Ideal for agencies and client-facing businesses |
Price
SuiteDash offers three pricing tiers with no per-user charges:
- Start Plan: $19/month – Includes CRM, client portals, file sharing, proposals, and task/project management
- Thrive Plan: $49/month – Adds advanced automations, custom menus, dynamic dashboards, and more integrations
- Pinnacle Plan: $99/month – Unlocks custom domain, LMS, custom login page, and advanced white-labeling
All plans include unlimited users and a 14-day free trial.
9. Bloom
Client Management, Scheduling, and Payments for Creative Freelancers
Bloom is built for photographers, designers, coaches, and other creative freelancers who want a beautiful, all-in-one client management tool. It combines project tracking, scheduling, invoicing, forms, and client communication into one sleek platform—while keeping everything visually polished and easy to use.
Unlike bulkier tools, Bloom focuses on simplicity and design, making it ideal for solo professionals who care about delivering a smooth client experience with minimal setup.
Key Features
- Client CRM: Track leads, clients, and communications in one dashboard
- Scheduling: Let clients book sessions or meetings directly from your calendar
- Contracts & Invoicing: Create and send legally binding contracts and custom invoices
- Forms & Lead Capture: Onboard clients and gather info with customizable forms
- Client Portal: A clean interface for clients to access documents, messages, and timelines
- Brand Customization: Customize client-facing materials with your branding
Pros & Cons
| Pros | Cons |
| Beautiful, intuitive interface built for creatives | Limited integrations compared to larger platforms |
| All-in-one solution for solo freelancers | Not designed for teams or agencies |
| Includes scheduling, forms, and contracts in one place | Lacks deep automation features |
| Free plan available with essential tools |
Price
Bloom offers flexible plans based on feature access:
- Free ($0/month): Includes invoicing, lead capture, 3 projects, 500 GB storage, 1 instant booking, client portal, and basic integrations.
- Starter ($7/month annually or $14 monthly): Unlimited projects, bookings, and increased storage.
- Standard ($17/month annually or $29 monthly): Adds advanced automations, branding removal, and priority support.
- Plus ($33/month annually or $66 monthly): Full customization, advanced workflows, white-labeling, and dedicated support—ideal for agencies.
Free trial available; no credit card required.
10. FreshBooks
Accounting and Invoicing Software for Freelancers and Small Businesses
FreshBooks is a well-established platform focused on helping freelancers and small business owners manage finances with ease. With robust features for invoicing, expense tracking, time logging, and client billing, it’s ideal for service providers who want a clear view of their cash flow and financial performance.
Although it doesn’t have full-fledged project management tools, FreshBooks integrates with platforms like Asana, Trello, and ClickUp—making it a great complement for users who already use other project tools.
Key Features
- Invoicing & Estimates: Create professional invoices, quotes, and proposals
- Time Tracking: Log billable hours with built-in timer or manual entry
- Expenses: Automatically categorize and track business expenses
- Online Payments: Accept credit cards, PayPal, or ACH directly through invoices
- Reporting: Profit & loss, tax summaries, and expense insights
- Mobile App: Full access to invoices, clients, and expenses on the go
Pros & Cons
| Pros | Cons |
| Strong financial tools and reporting | Project management features are minimal |
| Easy-to-use interface for non-accountants | Pricing increases with client volume |
| Integrates with popular business tools | Lacks a native client portal or workflow automation |
| Reliable and secure with mobile app support | |
Price
- Lite – $21/month: For up to 5 clients. Includes invoices, time tracking, expenses, and online payments.
- Plus – $38/month: Up to 50 clients. Adds recurring billing, proposals, retainers, and payment reminders.
- Premium – $65/month: Unlimited clients. Includes advanced reports, team collaboration, and custom templates.
- Select – Custom pricing: For high-volume users needing dedicated support, advanced integrations, and lower transaction rates.
Notes: Annual billing saves ~10%. One user included; extra users cost ~$11/month. Add-ons like payroll and advanced payments are sold separately. Free 30-day trial available.
11. PandaDoc
Document Automation and E-Signature Tool for Proposals, Contracts & Payments
PandaDoc is built for professionals and teams that rely heavily on documents—whether for proposals, contracts, quotes, or agreements. It combines drag-and-drop editing, e-signatures, analytics, and embedded payment features into one polished platform.
While it isn’t a full client/project management system, PandaDoc is frequently used alongside tools like CRMs or task managers to streamline document workflows and close deals faster.
Key Features
- Drag-and-drop document builder for contracts, quotes, and proposals
- Electronic signature support with legally binding compliance
- Payment collection directly from signed documents
- Document tracking and analytics for opens, views, and engagement
- CRM and Zapier integrations (HubSpot, Salesforce, Pipedrive, and more)
- Content library for reusable templates and blocks
Pros & Cons
| Pros | Cons |
| Strong document automation and e-signatures | Not a full business management suite |
| In-depth analytics for document performance | Per-user pricing can get expensive for teams |
| Built-in payment collection and approval flows | Limited task or project management features |
| Easy to integrate with CRMs and sales tools |
Price
PandaDoc offers pricing based on user access and feature needs:
- Free eSign ($0/month): Unlimited e-signatures and uploads, but limited to 60 sent documents/year (2 recipients max). No editing or templates.
- Starter ($35/month or $19/month billed annually): Includes editor, basic templates (up to 5), real-time tracking, and 24/7 support.
- Business ($65/month or $49/month billed annually): Adds custom quotes, CRM integrations, branding, content library, approval workflows, deal rooms, and optional web forms/bulk send.
- Enterprise (Custom pricing): For large teams needing SSO, CPQ, smart content, API access, HIPAA compliance, notary services, and advanced automation/security.
12. Zendo
Client Collaboration Platform for Selling Productized Services
Zendo is designed for service providers selling fixed-price or subscription-based services. It centralizes client communication, request tracking, file delivery, and payments—all in a clean, chat-style interface that clients can easily use.
Its focus on productized services makes it ideal for design, copywriting, consulting, or development agencies that want to standardize delivery while maintaining a collaborative experience.
Key Features
- Client chat portal with integrated request forms and updates
- Track requests, assign team members, and deliver work with comments
- Service catalog for productized or recurring services
- Accept payments via Stripe for one-time or recurring billing
- Canned responses and automation tools for efficient replies
- Custom domain, branding, and white-label options in higher plans
Pros & Cons
| Pros | Cons |
| Built for service providers with standardized offerings | Less suited for complex custom projects |
| All-in-one chat, delivery, and payment system | Limited task management and reporting tools |
| Clean client experience with request tracking | Branding and automations behind paywall |
| Affordable for freelancers and growing agencies |
Price
Zendo offers usage-based plans with free and paid options:
- Essential (Free): 1 internal user. Includes unlimited clients/requests, quotes, invoices, recurring billing, custom workflows, and basic white-label features. Great for solo users.
- Pro ($49/month or $24.50/month annually): 2 users included ($9.50/additional user). Adds advanced white-labeling, custom domain/email, Zapier, sidebar customization, and client teams.
- Max ($199/month or $99.50/month annually): Unlimited users. Adds full white-labeling (no Zendo branding), external apps, and public API access. Ideal for agencies.
- Enterprise: Custom pricing for businesses needing tailored solutions beyond Max.
No credit card needed for free plan or trial.
How to Choose the Right Hello Bonsai Alternative
With so many powerful tools on the market, picking the right Bonsai alternative comes down to understanding what you need—and what your current system lacks. Here’s a simple framework to help guide your decision:
Know Your Priorities
Start by identifying where Bonsai falls short for you. Are you looking for better client collaboration? More control over contracts and billing? Deeper automation? Make a list of what matters most in your daily workflow.
Evaluate Based on Use Case
Each tool serves a different kind of user:
- Taskip, Dubsado, and HoneyBook are great for freelancers and service providers managing the full client journey.
- Copilot and SuiteDash are ideal for agencies needing a branded client portal.
- ClickUp and Agiled work better for teams managing tasks, documents, and operations in one place.
- PandaDoc and Zendo excel at document workflows and productized services.
Consider Pricing and Scalability
Do you prefer a flat monthly fee or user-based pricing? Some tools (like SuiteDash and Taskip) offer flat rates with unlimited users, while others (like ClickUp or PandaDoc) charge per seat. Think about how your needs—and team size—might grow.
Check Integration & Compatibility
Make sure the tool plays well with your existing stack (email, calendar, payment processors, CRMs, etc.). If you rely heavily on integrations, tools like ClickUp, Agiled, or PandaDoc may serve you better.
Test the Free Trial
Most platforms offer a free trial or a free-forever plan. Use this time to explore the interface, test your workflow, and gauge client experience from both ends.
Final Tip: Don’t settle for a tool that simply works—look for one that helps you work better. Whether you’re a solo creative or running a growing agency, the right platform should save you time, improve how you manage clients, and give you space to scale.
Built for Freelancers. Designed to Scale.
Whether you’re solo or growing a team, Taskip gives you the tools to work smarter, not harder. No fluff. Just results.
Why Taskip is the Best Hello Bonsai Alternative
While Bonsai offers a solid starting point for freelancers, Taskip takes things several steps further—especially for professionals and small teams who want more control, better client experience, and fewer limitations.
Here’s why Taskip stands out as the best Bonsai alternative in 2025:
Built for End-to-End Client Management
Where Bonsai focuses on individual tools like invoicing and contracts, Taskip brings the entire client journey into one dashboard. From the first proposal to final payment—and every task, message, and milestone in between—Taskip is built to handle it all.
Flexible, Affordable Pricing Without Hidden Limits
Taskip offers flat-rate plans starting with a free tier, and its paid plans unlock features like automation, client portals, and branded proposals—without charging per client or document. Unlike Bonsai, which limits usage based on tiers, Taskip gives you more freedom to grow without penalty.
Integrated Client Portal for Transparency & Trust
Taskip includes a modern, branded client portal that lets your clients view tasks, timelines, contracts, and invoices in one place. It elevates your professionalism while reducing back-and-forth communication—something Bonsai lacks natively.
Smart Workflows That Save Time
Taskip includes built-in workflows for proposals, onboarding, and follow-ups. You can automate common processes and set up your ideal system—without relying on third-party tools or complex integrations.
Designed for Freelancers and Growing Teams
Bonsai works best for solo users. Taskip, on the other hand, grows with you. Whether you’re working solo, managing a small team, or scaling into an agency, Taskip’s multi-user support, permissions, and collaboration tools make it future-ready.
Bottom Line:
If you’re looking for a tool that goes beyond proposals and invoices—and gives you a full, flexible system to run your business—Taskip is the smarter, more scalable choice.
It’s everything you wish Bonsai could do, already built in.
Final Thoughts
Bonsai is great—until it isn’t. As your workflow grows and clients multiply, you need more than just proposals and invoices.
Whether you’re chasing better automation, smoother client communication, or a tool that actually scales with your business, there’s a better fit out there—and now you know where to look.
From creative studios to fast-moving freelancers, platforms like Taskip are built to do more—without the overwhelm. If you’re ready to streamline, scale, and serve your clients better, Taskip might just be the upgrade you’ve been waiting for.
Tired of Outgrowing Your Tools?
Taskip was built to keep up with your business—not hold it back. See what an all-in-one platform should really feel like.
Frequently Asked Questions (FAQs)
What is Hello Bonsai used for?
Hello Bonsai is an all-in-one business management tool designed primarily for freelancers. It offers features like contracts, proposals, invoicing, time tracking, and basic task management to help solo professionals manage their client work.
Why should I look for Hello Bonsai alternatives?
Common reasons to explore Bonsai alternatives include:
– Limited customization for client portals
– Basic automation capabilities
– Lack of team collaboration features
– Restricted third-party integrations
– Pricing that increases with usageLack of team collaboration features
– Restricted third-party integrations
– Pricing that increases with usage
What is the best free Hello Bonsai alternative?
Taskip offers a robust free Starter plan that includes invoicing, quotes, forms, documents, basic project management, and a client portal—making it one of the best free Hello Bonsai alternatives available.
Is Taskip better than Hello Bonsai?
For freelancers and growing agencies, Taskip offers significant advantages over Bonsai:
● More comprehensive feature set
● Better client portal experience
● Stronger workflow automation
● Scales from solo to team without limitations
● Transparent, flat-rate pricing
What features should I look for in a Bonsai alternative?
Key features to consider:
● Client relationship management (CRM)
● Project and task management
● Invoicing and payment processing
● Contract and proposal builder
● Client portal for collaboration
● Workflow automation
● Integrations with other tools
Can I migrate my data from Hello Bonsai?
Most Hello Bonsai alternatives support data migration. Taskip offers free migration assistance to help you transfer client information, contracts, and project data smoothly.
Which Hello Bonsai alternative is best for agencies?
For agencies, Taskip, ManyRequests, and SuiteDash are top choices. Taskip is particularly well-suited because it combines client management, project tracking, team collaboration, and billing in one platform with scalable pricing.
What is the most affordable Hello Bonsai alternative?
Bloom and Taskip both offer generous free plans. For paid features, Taskip’s Professional plan at $19/month provides exceptional value with full automation, proposals, and client portal features.
Do Hello Bonsai alternatives offer client portals?
Yes! Most modern alternatives include client portals. Taskip, Copilot, Dubsado, and SuiteDash all offer branded client portal experiences where clients can view projects, files, and invoices.
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