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Bonsai

PM
Velocity2.5

Bonsai is knitting its CRM, billing, and project tools into one contact-centric activity hub.

crmfreelancer-toolsactivity-feedbillingtime-trackingconsolidation
◆Current state
Bonsai is steadily maturing its CRM layer. Recent releases added a company-wide Activity feed aggregating projects, deals, invoices, proposals, contracts, and notes into one view, a more flexible contact model with standalone contacts and many-to-many client links, and custom filtered views. Smaller billing and time-tracking conveniences round out a consistent cadence.
◆Where it's heading
The throughline is consolidation: making Bonsai the single place where every client interaction, document, and billable minute is visible against the right contact or company. The contact data model is becoming more relational, and activity feeds have propagated from contact level up to company level. Friction-reduction in invoicing and time capture points to retention through daily-workflow polish.
◆Prediction
Expect the activity-feed pattern to extend to deal- or project-level views, plus continued reporting and filtering work layered on the new flexible contact model.

◆Recent moves

  1. 5d ago

    Bonsai MCP Connector

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  2. 10d ago

    Company Activity feed

    A company-level Activity feed now pulls projects, deals, invoices, proposals, contracts, contact activity, and notes into one searchable, filterable view. This is the capstone of the consolidation arc — extending the contact-level feed up to whole accounts.

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  3. 1mo ago

    A more flexible CRM

    The CRM data model loosens up: contacts can be created standalone, a single contact can belong to multiple clients, and documents can be addressed to a specific contact. A relational upgrade that underpins the broader consolidation push.

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  4. 2mo ago

    Custom Views

    Custom Views add user-defined filtering across contacts, deals, projects, and tasks. Fits the trajectory of letting users shape the consolidated data into their own working surface.

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  5. 3mo ago

    New Contact activity feed

    Documents, messages, and meetings now surface in each contact's activity feed. An early step in the activity-feed pattern that later scaled up to the company level.

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  6. 3mo ago

    Send invoices with attached PDFs

    Invoices can now auto-attach a PDF to the client email via a settings toggle. A small billing-workflow convenience consistent with the friction-reduction theme.

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