Bonsai vs Dock

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.

Dock is a revenue enablement platform for sales, customer success, and marketing teams. Its shared sales rooms bring buyer-facing content, conversations, and next steps together in one workspace. Dock AI can create customer workspaces, slides, order forms, playbooks, and training courses. Teams can see workspace visitors, views, time spent, and actions by person, page, or asset. Order form tools support pricing proposals, approval rules, and signatures. Salesforce and HubSpot connections sync account and deal context with sales workflows; other listed integrations include Gong, Zoom, Microsoft Teams, Chorus, Fathom, Avoma, Slack, Google Drive, SharePoint, Notion, and Confluence. The Chrome extension makes Dock content, workspaces, and its AI assistant available in Gmail, LinkedIn, a CRM, or elsewhere in the browser. Dock says it is GDPR compliant and SOC 2 Type II certified. The company says external collaborators have free access and only internal team members are charged. A free plan is available; Standard is $350 a month, and Premium is $1,000 a month, billed annually. Enterprise pricing is custom.