Bonsai

#changelog Custom Views. Custom views let you organize information in Bonsai the way you work, so the most relevant information is always front and center. 👉 headwayapp.co/bonsai-updates…

#changelog New Contact activity feed. Documents, messages and meetings now appear in each Contact's activity feed, giving you a complete view of every interaction with a contact, all in one place. 👉 headwayapp.co/bonsai-updates…

#changelog Send invoices with attached PDFs. Automatically attach a PDF of your invoice to the email sent to your client. 👉 headwayapp.co/bonsai-updates…

#changelog Turn your meetings into time entries. You can now log a time entry straight from any meeting. In just one click, the meeting date and duration are automatically pre-filled. 👉 headwayapp.co/bonsai-updates…

#changelog Sync Zoom meetings to Bonsai. With Bonsai's Zoom integration, every client meeting is automatically synced to your Bonsai CRM, including recordings, transcripts, and AI-powered summaries. 👉 headwayapp.co/bonsai-updates…

#changelog New sidebar. Bonsai's new and improved sidebar makes the platform easier to navigate. 👉 headwayapp.co/bonsai-updates…

#changelog Charge your client's card on file. Skip the payment chase and get paid instantly with secure card-on-file charging directly from invoices. 👉 headwayapp.co/bonsai-updates…

#changelog Timesheet reminders. Keep your billing and profitability data accurate with automated reminders to alert team members who forget to log their hours. 👉 headwayapp.co/bonsai-updates…

#changelog Public file sharing links. Generate secure, permanent links to share project and task files with external partners without leaving Bonsai. 👉 headwayapp.co/bonsai-updates…

#changelog Purchase Orders for supplier management. You can now manage your suppliers and send them purchase orders directly within Bonsai Centralize all your suppliers and their service rates. 👉 headwayapp.co/bonsai-updates…

#changelog Deal revenue locking. Lock specific months in revenue schedules to protect amounts from automatic changes when updating deal values. 👉 headwayapp.co/bonsai-updates…

We’re excited to share that Bonsai has entered into an agreement to be acquired by @Zoom. This marks a major milestone in our mission to empower solopreneurs and small businesses worldwide. Learn more: zm.me/bonsai

We’re excited to share that Zoom is acquiring @bonsaiinc, an all-in-one client engagement platform that helps freelancers and small businesses seamlessly manage clients, projects, invoicing and payments. The addition of Bonsai will take our platform to the next level and offer solopreneurs and small businesses a broader solution set to run and grow their business. Learn more. ➡️ zm.me/bonsai

#changelog Automate dependent task status updates. Automate your workflows by setting up rules to update waiting, blocking, or related tasks when a task reaches a specific status. 👉 headwayapp.co/bonsai-updates…

#changelog Project comments and @mentions. Start conversations directly within projects using comments and @mentions to keep all project discussions centralized. 👉 headwayapp.co/bonsai-updates…

#changelog Time Entries Display settings on invoices. Choose how tracked time is grouped into invoice line items with new display settings. 👉 headwayapp.co/bonsai-updates…

#changelog Tasks on Deals. Add tasks directly to deals to streamline your pre-sales process and keep deal-related actions organized in one place. 👉 headwayapp.co/bonsai-updates…

#changelog Manage portal access and visibility per client. Tailor the client experience to match project requirements and client preferences with individual portal settings for each client. 👉 headwayapp.co/bonsai-updates…

#changelog Expenses as line items on invoices. Expenses now appear as separate line items, giving clients a clearer breakdown of all charges. 👉 headwayapp.co/bonsai-updates…

#changelog New QuickBooks Online integration settings. You can now map every line item on your invoices between Bonsai and QuickBooks Online for more accurate reporting and bookkeeping. 👉 headwayapp.co/bonsai-updates…