Local data record
Bonsai
This page reports only facts and evidence states recorded in the generated local dataset. It is not a rating, recommendation, or final buying guide. Product features and pricing can change after the recorded check date.
Feature research status
Statuses below come directly from the canonical feature-confidence fields.
- ProposalsVerified Yes
- ContractsVerified Yes
- InvoicesVerified Yes
- PaymentsVerified Yes
- AutomationVerified Yes
- Client portalVerified Yes
- AccountingVerified Yes
- SchedulingVerified Yes
- Lead captureVerified Yes
- Workflow templatesVerified Yes
Official sources recorded
- Official homepage
Last checked: 2026-07-03
- Official pricing
Last checked: 2026-07-03
- Official affiliate page
Last checked: 2026-07-03
- Official getting-started help
Last checked: 2026-07-03
- Official proposals help
Last checked: 2026-07-03
- Official CRM help collection
Last checked: 2026-07-03
- Official referral help
Last checked: 2026-07-03
- Official upfront-payments help
Last checked: 2026-07-03
Phase 5.36C editorial depth review
Current phase status: VERIFIED CORE. This status documents evidence depth only; it does not enable recommendations, scoring, analytics, affiliate links, rankings, or commercial verdicts.
Published Basic/Essentials/Premium/Elite per-user monthly and annual prices exist; public pages avoid amounts.
Caveat: See official pricing/product page; availability, currency, and plan details can vary by country.
Pricing
The official pricing source was checked, but no numeric pricing has been recorded in local data.
Plans, billing cycles, currencies, regional availability, and promotions can change. Check the recorded official pricing source before choosing.
Affiliate program and terms
Not verified yet
Research note
Verified as a broad client/project/finance management product with official evidence for CRM, proposals/contracts, invoices/payments, forms, scheduling, portal, projects, mobile apps, integrations, team permissions, custom import, and pricing.