Bigin by Zoho CRM vs Bonsai

Bigin by Zoho CRM is a customer relationship management platform for small businesses and MSMEs, including businesses with 1 to 20 employees. Visual sales pipelines organize customer work, while email sync, workflow automation and marketing automation support sales processes. The free edition supports one user, one pipeline, 500 records and three automations; paid editions raise limits and add multiple team pipelines and user management. Listed starting pricing is $7/user/mo billed annually, and annual pricing can save up to 35%. A 15-day free trial requires no credit card, and the offer includes free onboarding and a 100% money-back guarantee. Zia-powered AI features include writing assistance, summaries, reply suggestions and churn analysis. Integrations include Zoho Books, QuickBooks, Microsoft 365, Google Workspace, Shopify, Mailchimp and Zapier. WhatsApp integration supports messages, replies and conversation history. Apps are available for iOS, iPadOS, Android and macOS. Support is offered by phone, email and live chat 24 hours a day, five days a week.

Bonsai brings client work, project delivery, and billing into one platform for service businesses. Client management includes CRM, deals, estimates, proposals, contracts, retainers, forms, a client portal, and scheduling. Project tools cover tasks, Gantt charts, time tracking, budgets, timesheets, reports, and resource planning. Financial tools include invoicing, payments, rate cards, expenses, forecasting, and accounting integrations. Premium lists QuickBooks, Xero, Zapier, Calendly, and Google integrations. The API covers contacts, companies, deals, projects, tasks, subtasks, comments, time entries, and invoices. Access is available through the website, iPhone and Android apps, Mac OS, an API, and an extension. Monthly per-user plans are Basic at 15.00 USD, Essentials at 25.00 USD, Premium at 39.00 USD, and Elite at 59.00 USD. A pricing note lists $9/user/mo annually. The 7-day trial provides full, unlimited access; continuing requires a plan and payment details. Elite requires at least three users.