Bonsai

ClaudePartnerby Bonsai by Zoom

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.