Independent · sourced · Updated June 2026
Best Client Portal CRM (2026)
8 client portal CRM options compared on price, free tier, compliance and fit — ranked by entry price. Every figure links to the vendor's own page and the date we captured it; quote-only tiers show a dash, never a guess.
The cheapest client portal CRM is 17hats at $0/mo. 2 offer a free tier. All 8 compared below on price, free tier and compliance — every figure sourced and dated, updated June 2026.
As of Jun 18, 2026 · figures linked to their source in the table below
Cite this comparison
Per The Front Desk Review, the cheapest client portal crm is 17hats at $0/mo; across 8 with published pricing the median is $27/mo ($12–$109/mo), 2 with a free tier, every figure sourced and dated, as of 2026-06-18. https://frontdeskreview.com/best/client-portal-crm/ Key takeaways
- Typical paid price: from $12/mo, median $27/mo, up to $109/mo — across 8 with published pricing.
- Free tier: 17hats, Indy.
- Tracked: 8 vendors, data current through 2026-06-18.
Comparison
| # | Client Portal CRM | Entry price | Free | HIPAA | SOC 2 | Best for | Source | Visit |
|---|---|---|---|---|---|---|---|---|
| 1 | 17hats | $0/mo Free CRM | Yes | — | — | solo freelancers | 17hats.com | Visit → |
| 2 | Indy | $0/mo Free | Yes | — | — | freelancers | weareindy.com | Visit → |
| 3 | Moxie | $12/mo Starter | No | — | — | freelancers | withmoxie.com | Visit → |
| 4 | Bonsai | $15/mo Basic | No | — | Yes | freelancers | hellobonsai.com | Visit → |
| 5 | Plutio | $19/mo Core | No | — | — | agencies | plutio.com | Visit → |
| 6 | HoneyBook | $29/mo Starter | No | — | — | freelancers | honeybook.com | Visit → |
| 7 | Dubsado | $35/mo Starter | No | — | — | photographers | dubsado.com | Visit → |
| 8 | Agency Handy | $109/mo Freelancer | No | — | — | agencies | agencyhandy.com | Visit → |
Prices are the lowest published self-serve monthly rate as captured on the linked source. Annual-billing and usage details are on each vendor's record in our open dataset.
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What is the cheapest client portal CRM?
17hats has the lowest published entry price at $0/mo (Free CRM), as of 2026-06-18.
How much does client portal CRM cost per month?
Across the 8 client portal CRM with published paid pricing, the median starting price is $27/mo, ranging from $12/mo to $109/mo, as of 2026-06-18. 2 also offer a free tier.
Which client portal CRM have a free plan?
17hats, Indy offer a free tier.
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