Bonsai
7.9#1 in client management softwareFrom $15 a monthAndroidiOSWebAPI
VisitBonsai vs Dubsado
What both publish
| Fact | Bonsai | Dubsado |
|---|---|---|
| Client workflow | Client management features include CRM, deals, estimates, proposals, contracts, retainers, forms, client portal, and scheduling. | The platform supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking. |
| Integrations | Official integration resources cover QuickBooks Online, Xero, Zapier, Calendly, Gmail, Outlook, Zoom, HiBob and a Bonsai MCP server. | Dubsado lists connections for Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier. |
| Product | Bonsai consolidates projects, clients, and billing in a platform for service businesses. | Dubsado is a client management platform designed to streamline business operations, create repeatable processes, and improve client experiences. |
| Security | Bonsai says it achieved SOC 2 Type II compliance on July 3, 2025, and describes enforced multifactor authentication and least-privilege access. | Dubsado's privacy policy says sensitive information is encrypted via SSL, access to secured networks is limited, and payment transactions are processed through a gateway provider rather than stored or processed on its servers. |
| Support | Paid subscribers can contact support in the app or by email, and Bonsai says its Help Center has over 240 articles. | Both listed plans include free email and live chat support, and the company also offers live demos and help resources. |
Bonsai plans
- Basic$15 a month
- Essentials$25 a month
- Premium$39 a month
- Elite$59 a month
Dubsado plans
- Starter Plan$335 a year
- Premier Plan$525 a year
Pick Bonsai if…
Bonsai suits freelancers and service-business teams that want client, project, and financial workflows in one platform. Its range of roles includes leadership, operations, project managers, and team members.
Pick Dubsado if…
Dubsado is aimed at creative business owners managing leads, projects, documents, payments, and client communication. It suits teams that need forms, contracts, portals, and workflow automation in one platform.