Comparing Bonsai and Dubsado? Consider one connected workspace
Bonsai and Dubsado both handle the freelancer and agency client workflow well. fylt covers that same workflow — CRM, proposals, e-signatures, and billing — and unifies it with a support desk, a storefront, team management, and a branded client portal on one shared data core.
100% free access to all premium modules for 90 days. Additional global payment options coming soon. No credit card required today.
fylt is a connected client-operations platform to consider alongside Bonsai and Dubsado — where those tools focus on the freelancer/agency client workflow, fylt unifies CRM, scheduling, projects, invoicing, e-signatures, support, a storefront, team management, and a white-labeled client portal on one shared data core.
fylt vs. Bonsai and Dubsado, capability by capability
A factual, side-by-side look at how fylt's connected workspace compares to two popular freelancer and agency management tools.
| Capability | fylt | Bonsai / Dubsado |
|---|---|---|
| Client CRM & pipeline | CRM visual pipeline with a unified profile per client | Both offer client/lead management for freelancers & agencies |
| Proposals & contracts | Documents proposals + e-signatures aligned to ESIGN, UETA & eIDAS | Both offer proposals and contract e-signing |
| Invoicing & payments | Billing quotes→invoices, recorded payments, installment schedules, 60+ currencies | Both offer invoicing and online payments |
| Scheduling | Calendar Google/Outlook busy-time overlay with timezone logic | Scheduling available (built-in or via integration) |
| Project pipelines | Projects Kanban tied to billing milestones & client visibility | Task/project tracking within the workspace |
| Support helpdesk | Support ticket queue with SLAs, canned replies, and file attachments | Client communication within the freelance/agency workflow |
| Public storefront | Storefront branded, SEO-optimized page with a booking widget | Public profile or portfolio options vary by product |
| Client portal | Workspace white-labeled portal, installable as a PWA | Client portal available for files, approvals & payments |
| Team management | Team roles, per-module permissions & seat-aware billing | Team seats on higher tiers |
| Data model | One shared data core — every module updates the others instantly | Integrated suite for the core freelance/agency workflow |
| Free trial | 3-month Launch Pass, all modules, no credit card | Free trial, then a monthly/annual subscription |
What a single connected platform changes
One decision instead of two
Instead of weighing Bonsai against Dubsado on the freelance workflow, fylt gives you that workflow plus a helpdesk, a storefront, and team management in a single connected platform.
Native sync, not integrations
Because every module shares one data core, approving a quote or signing a contract instantly updates the client record, project board, and billing — with no third-party automations to maintain.
Electronic signatures with an audit trail
Documents signing is designed to meet ESIGN, UETA, and eIDAS standards, capturing a consent declaration, IP, timestamp, and cryptographic hash on every signed document.
Questions about switching, answered
Both Bonsai and Dubsado are client-management tools aimed at freelancers and small agencies, covering CRM, proposals, contracts, and invoicing. They differ in workflow style, automation depth, and pricing. If you're comparing the two, it's also worth evaluating fylt, which covers the same core workflow and adds a support helpdesk, a public storefront, team management, and a white-labeled client portal on one shared data core.
fylt is a connected client-operations platform that covers the CRM, scheduling, proposals, e-signature, and billing workflow those tools are known for, while consolidating more of your stack — support, storefront, team, and client portal — into one platform. It's a strong option if you'd rather not stitch several tools together.
fylt starts with a 3-month Launch Pass offering 100% free access to all modules with no credit card required. After that, choose a fixed-price Professional, Team, or Business plan — all modules included — or a custom Enterprise plan.
Yes. CRM supports CSV import/export for client records and Calendar supports .ics calendar imports, so you can move your existing data in without manual re-entry.
Yes. fylt Billing handles multi-currency invoicing with live FX conversion across 60+ currencies, and Calendar is timezone-aware, so you can serve clients anywhere.