Bonsai vs Dubsado
Bonsai
hellobonsai.comDubsado
dubsado.comSide by side
| Figure | Bonsai | Dubsado |
|---|---|---|
| Price from | $15/mo | $27.92/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| macOS | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Plans published | 4 | 2 |
| Spec score · Client Management software | 9.2 (#1) | 7.9 (#10) |
| Spec score · Freelance Management System | 9.3 (#1) | 8.0 (#8) |
| Spec score · Business Management | 9.1 (#3) | 7.9 (#14) |
| Spec score · Professional Services CRM Software | 9.3 (#4) | 8.0 (#24) |
| Client workflow | Client management features include CRM, deals, estimates, proposals, contracts, retainers, forms, client portal, and scheduling. | The platform supports lead capture, proposals, contracts, invoices, payments, client portals, and project tracking. |
| Integrations | Official integration resources cover QuickBooks Online, Xero, Zapier, Calendly, Gmail, Outlook, Zoom, HiBob and a Bonsai MCP server. | Dubsado lists connections for Gmail, Microsoft 365, SMTP email, Zoom, Google Meet, Microsoft Teams, QuickBooks Online, Xero, and Zapier. |
| Product | Bonsai consolidates projects, clients, and billing in a platform for service businesses. | Dubsado is a client management platform designed to streamline business operations, create repeatable processes, and improve client experiences. |
| Security | Bonsai says it achieved SOC 2 Type II compliance on July 3, 2025, and describes enforced multifactor authentication and least-privilege access. | Dubsado's privacy policy says sensitive information is encrypted via SSL, access to secured networks is limited, and payment transactions are processed through a gateway provider rather than stored or processed on its servers. |
| Support | Paid subscribers can contact support in the app or by email, and Bonsai says its Help Center has over 240 articles. | Both listed plans include free email and live chat support, and the company also offers live demos and help resources. |
Plans
In their own words
Bonsai
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.