Best CRM, and task platform. (tested against the competition)
My agency was managing task in Google Sheets and it was long overdue to use a better project and task solution. We were bumping into far too many limitations of just relying on Google's sheets and Docs. My whole agency was tasked with signing up for trials with the major project management platforms, ie Clickup, Monday, Zoho, etc. We signed up and played around with about six or seven different platforms and played with them for months. We were really surprised to see some of the limitations that these big solutions had. Something really simple like keeping some client contact information in the system was completely missing. As a result every platform felt incomplete. Hello Bonsai was literally the only solution that we found that felt like it was well thought out and had the ability to manage tasks and projects intuitively in addition to storing some mother information that we considered to be a basic necessity. It has features well beyond what we even need but it gives us the ability to grow into them as we need it. It really consolidates the fragmented tool ecosystem that so many agencies have to deal with. In my opinion this isn't the best choice, it's one of the only solutions that has a comprehensive suite of solutions that doesn't make you feel like you're being nickel & dimed. I highly recommend it!