Bonsai

Create a lead in the CRM module.

Send an estimate to the client.

Upon approval, generate a proposal and contract.

Schedule an onboarding call via the scheduling tool.

Set up a client portal for document sharing and communication.

Create a project and define tasks.

Assign tasks to team members.

Track time spent on each task.

Monitor progress using Gantt charts.

Generate reports to track project performance.

Generate an invoice based on project hours or fixed fee.

Send the invoice to the client via email.

Track payment status.

Set up automated payment reminders.

Reconcile payments with accounting software.

Record expenses manually or via bank sync.

Categorize expenses for tax purposes.

Attach receipts to expense entries.

Generate expense reports.

Track billable expenses for client invoicing.

Create a shared workspace for team members.

Assign tasks and set deadlines.

Use the messaging feature to communicate with team members.

Share project updates and documents.

Track team member's time and workload.

Generate profit and loss reports.

Track revenue and expenses.

Monitor cash flow.

Analyze project profitability.

Generate utilization reports.