---
canonical: "https://www.softatlas.io/zoom-video-communications-inc/products/zoom-bonsai"
name: "Zoom Bonsai"
provider: "Zoom"
category: "Productivity & Collaboration / Project Management / Work Management Platforms"
review_count: 0
format: "CORE_PRODUCT"
ai_powered: false
website: "https://www.zoom.com/en/products/bonsai"
updated: "2026-06-08"
---

# Zoom Bonsai

By [Zoom](/zoom-video-communications-inc.md)

Consolidate your projects, clients, and billing into one integrated, easy-to-use platform.

## Features
- Centralize client relationships with CRM integration, storing contacts and tracking interactions.
- Manage leads and deals with a customizable sales pipeline.
- Sync Zoom meeting recordings, transcripts, and AI summaries to Bonsai contacts.
- Provide clients with a secure portal for accessing projects, documents, and invoices.
- Create and send professional proposals with built-in e-signatures and deposit collection.
- Track time automatically or manually, linking hours to tasks and converting them to invoices.
- Plan, track, and manage deliverables with budgeting, milestones, and reporting.
- View project progress in Board, List, or Gantt views to stay organized.

## Built for
SALES, OPERATIONS, EXECUTIVES

Source: https://www.softatlas.io/zoom-video-communications-inc/products/zoom-bonsai