Apptivo CRM vs Bonsai

Apptivo CRM8.2Visit Bonsai7.9Visit

Higher score Apptivo CRM #5 in Business Management 8.2/10 14-day trial Free trial✓ 0 of 3 features Visit Apptivo

vs

Bonsai #7 in Business Management 7.9/10 7-day trial Free trial✓ 0 of 3 features Visit Bonsai

• Apptivo CRM fits best

  Growing teams managing sales and financial workflows

• Bonsai fits best

  Freelancers needing inexpensive billing and project control

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Side by side

Feature	Apptivo CRM 8.2/10 Visit ↗	Bonsai 7.9/10 Visit ↗
At a glance
Editor score	8.2	7.9
Ranking	#5 in Business Management	#7 in Business Management
Best for	Growing teams managing sales and financial workflows	Freelancers needing inexpensive billing and project control
Pricing model	Paid	Paid
Starting price	—	$9/user/mo
Free plan	—	Not checked yet
Free trial	14 days	7 days
Free trial length	14 days · no card needed	7 days
Deployment	Cloud, Mobile	Cloud, Mobile, Desktop, Browser extension
Platforms	Web, iOS, Android	Web, iOS, Android, macOS, Chrome extension
Integrations	50+ integrations	8 integrations
Features Apptivo CRM 0/3 · Bonsai 0/3
Workflow automation	Not checked yet	Not checked yet
Financial tools	Not checked yet	Not checked yet
Mobile apps	Not checked yet	Not checked yet
Specs
Included users	Not checked yet	Not checked yet
Reporting	Not checked yet	Not checked yet
Deployment	Not checked yet	Not checked yet
Our review
Pros	Combines lead, contact, opportunity, quote, and invoice management Workflow and dashboard capacity increases across paid tiers Offers mobile apps, a REST API, and 50 integrations	Recurring invoices support weekly, biweekly, monthly or yearly schedules. Client portal brings invoices, documents, files and tasks together. Project budgets and profitability reporting connect work with expenses.
Cons	There is no free plan; access starts with a paid plan after the trial Custom integrations are listed for Enterprise, not the lower tiers Discounted annual plan fees are non-refundable	Invoices and payments start at Essentials, not Basic. Elite requires a three-user minimum. Annual billing is cheaper, but monthly plans cost more per user.
Our verdict	Apptivo CRM brings customer records, sales pipelines, marketing workflows, quotes, and invoicing into a cloud-based system. It is aimed at small businesses, growing teams, and larger organizations that want to manage customer and sales… Read the review →	Freelancers, agencies and other client-based businesses can use Bonsai to manage projects and client relationships alongside time tracking, invoices, payments, expenses, proposals and contracts. Its scope is broader than billing alone:… Read the review →

Strengths and trade-offs

• Apptivo CRM — where it wins

  • Combines lead, contact, opportunity, quote, and invoice management
  • Workflow and dashboard capacity increases across paid tiers
  • Offers mobile apps, a REST API, and 50 integrations

  Where it doesn't

  • There is no free plan; access starts with a paid plan after the trial
  • Custom integrations are listed for Enterprise, not the lower tiers
  • Discounted annual plan fees are non-refundable

• Bonsai — where it wins

  • Recurring invoices support weekly, biweekly, monthly or yearly schedules.
  • Client portal brings invoices, documents, files and tasks together.
  • Project budgets and profitability reporting connect work with expenses.

  Where it doesn't

  • Invoices and payments start at Essentials, not Basic.
  • Elite requires a three-user minimum.
  • Annual billing is cheaper, but monthly plans cost more per user.

• Apptivo CRM8.2/10 · 14-day trial

  A configurable CRM that combines sales pipelines, marketing, quotes, and invoicing.

  Visit ApptivoFull verdict →
• Bonsai7.9/10 · 7-day trial

  Bonsai brings client work, time tracking, billing and project oversight into one platform.

  Visit BonsaiFull verdict →