OneSuite vs. Bonsai: Which One is Best for You?

OneSuite vs. Bonsai Functionality Comparison 

Every All-in-One app needs to make sure that they are providing the following basic functionalities to run a digital business. In this section, we have described the comparison between OneSuite and Bonsai based on the basic functionalities.   

• Project Management
• Manage Multiple Business
• Clients
• Lead Pipeline
• Team Collaboration
• Document
• Invoice

You can go through each point below to select the best tool for your business between OneSuite and Bonsai.

Project Management

As you know Project management is the fundamental base of any project management platform. OneSuite offers many practical options for this feature. 

You can easily create, edit, and delete any project. It provides Kanban and List views with a search option. 

You can also create your own task and subtask templates and add them to your projects. Settings provide the options to create, edit, and delete categories, tags, and labels for your projects. 

On the other hand, Bonsai provides an almost similar approach. It allows you to create, search, and filter new projects, along with managing existing ones with options to view, mark, archive, and delete.

It offers a board view and a list view for the projects. The difference is Bonsai provides a different task interface where you can create tasks, task templates, and filters. It also includes list and board view with detailed options like group, unfollow, archive, copy link, delete. 

If streamlined project management is your priority or you are new, OneSuite provides a better workflow by providing task templates and setting options within the project management options.  

Workflow is a bit complicated in Bonsai. Bonsai provides two different interfaces for projects and tasks. It is for someone who wants more detailed options for task managers, where they can add descriptions and files with other options.

Manage Multiple Business

Tired of juggling between platforms to manage your multiple businesses? OneSuite brings the best solution for your digital agency. 

It provides a separate interface for each of your businesses. With each interface, you will get all the options, such as dashboard, project, CRM, invoice, client, and team. This way, you can manage all your businesses in one place without juggling between platforms. 

Then again, Bonsai provides only one interface for your business; it combines everything you need to run and grow your business. From the dashboard, clients, project, management, tasks, resources, and reports to tools like invoices, proposals, time tracking, services, forms, scheduling, and bookkeeping. Bonsai provides it all. 

Bonsai is solid for a single business. However, if you are a digital agency and own multiple businesses, OneSuite is a more suitable option to enhance your focus on strategic growth.

Client Management

Another essential part of any business is the Client. Onesuite and Bonsai offer similar options for client management, with just a slight difference. 

In OneSuite you can add your clients with their details. Then view, edit, and delete any clients. Also, with the invite to the portal option, your clients can have access to their own portal and stay updated with the work process.  

Let’s say, you have your client’s details somewhere else, and you don’t want to add them manually in OneSuite.  You don’t have to worry. OneSuite provides you with exporting options and importing as well. Just upload a CSV file, and you are good to go.

However, Bonsai also provides options like adding, archiving, searching, and filtering clients. You can import CSV files of your clients’ lists, paid invoices, time entries, and expenses. Bonsai provides an automation option, allowing you to automate your actions to meet your needs. 

If your business includes a lot of automation, you can go for Bonsai. Otherwise, if information and analytics are your priority you can go with OneSuite.

 Related Article:
A Detailed Overview of the Top 7 Client Management Software for Digital Service Agencies in 2024

Create Lead Pipeline 

As I discussed before, most CRMs contain features that digital agency owners and solo founders rarely use.

In OneSuite, you have the easiest lead pipeline to capture, manage, and convert leads into your customers. OneSuite provides a kanban and list view to view and manage your leads. 

You can also search, export, import, and filter your leads. There are also additional options like tasks, companies, tags, and settings for your convenience. 

OneSuite also offers a Lead Grabber extension to directly add leads to OneSuite CRM from your email inbox.

Bonsai doesn’t offer a separate lead pipeline like OneSuite. However, it does offer a time-tracking option, which OneSuite doesn’t. If you want to track your work progress and provide your client with billing based on the time tracking, you can do that with Bonsai. It also has a timesheet option where you can view and add hours to the member’s weekly work hours.

Digital agency owners always need a solid lead pipeline for their businesses. OneSuite is ahead in this one. There is no comparison here. But if your business needs more time-tracking, you can go for Bonsai. 

Team Collaboration

Another major concern of business owners is team collaboration. OneSuite’s team feature streamlines team collaboration. You can view the details of the members and filter them by status. 

It also allows the creation of personalized departments like Engineering, Design, Digital Marketing, HR, Finance, Sales, Admin, etc. 

When you send an invite to any member, you can select “Role-based” access to that member. Once a member is added, they can access the platform based on their “Role,” If the member is an admin, he can access everything. But if he is a member, he can only access the project assigned to them and other team members. 

Bonsai doesn’t offer a direct “Team” interface, but there is an “Invite team” option to invite members. It also offers “Role-based” access to your specific project. From the resource option, you can allocate different members’ work hours to different applications with time off. You can also maintain allocating work hours to members to different projects from “Project”. 

If you want a seamless workflow while maintaining team collaboration, OneSuite is your product. But if team hour allocation is your priority, you can go for Bonsai.

Document Management

Worried about your important business documents? OneSuite brings you one of the most essential modules, “Document”. 

You can create NDAs, Proposals, Quotes, Agreements, and other important documents as you need with OneSuite. Once created you can update, download, share, and save them as templates. 

From the template, you can also create new templates to use later. You can see the details, such as type, date, and also edit and delete the template. 

Bonsai doesn’t provide any direct module for documents, but it provides different interfaces for proposals, contracts, forms, reports, etc. In each interface, you can create, view, and edit the documents. 

Bonsai also provides templates for contracts, proposals, agreements, quotes, briefs, and forms. You can use these ready-to-use templates to protect your interests as well as your new client’s interests.

With Onesuite, you will find every important document in one module organized neatly. But with Bonsai, you have to navigate in different interfaces, that’s kine of complicated.   

Read Also:
A thorough comparison of OneSuite VS HoneyBook: Best All-In-One Solution in 2024

Invoice and Payment

Invoices are also essential for your business. They serve as formal requests for payment and record-keeping tools. OneSuite provides the option to create an invoice and send it as a payment page. 

You can also search, view, edit, and delete the invoice. It also provides make a copy, marked as unpaid, and an activity log option. You can collect payments from your clients using Stripe.

On the other hand, with Bonsai, you can create an invoice easily by selecting the invoice type, the client, and the project. 

From the setting, you can choose your invoice layout, payment layout, timesheet display, and select other options. From the default option, you can select the default tax rate, late fee, days until due fee, and VAT/Tax ID Number. 

If you need more options with the layout or default value, then Bonsai, otherwise OneSuite, is good.