Independent · sourced · Updated November 2026
Best Client Portal CRM (2026)
9 client portal CRM options compared on price, free tier, compliance and fit — ranked by entry price. Every figure links to the public page it was captured from — the vendor's own wherever the vendor publishes the number, otherwise the named public source — with the date we captured it; where a vendor publishes no monthly price we name the kind of pricing it uses, never a guess.
The cheapest client portal CRM is Indy at $0/mo. 1 offer a free tier. All 9 compared below on price, free tier and compliance — every figure sourced and dated, updated November 2026.
As of Nov 1, 2026 · figures linked to their source in the table below
Cite this comparison
Per The Front Desk Review, the cheapest client portal crm is Indy at $0/mo; across 9 with published pricing the median is $29/mo ($12–$36/mo), 1 with a free tier, every figure sourced and dated, as of 2026-11-01. https://frontdeskreview.com/best/client-portal-crm/ Key takeaways
- Typical paid price: from $12/mo, median $29/mo, up to $36/mo — across 9 with published pricing.
- Free tier: Indy.
- Tracked: 9 vendors, data current through 2026-11-01. STALE · 2026-09-02
Comparison
| # | Client Portal CRM | Entry price | Free | HIPAA | SOC 2 | Best for | Source | Visit |
|---|---|---|---|---|---|---|---|---|
| 1 | Indy | $0/mo Free | Yes | — | — | freelancers | weareindy.com | Visit → |
| 2 | Moxie STALE · 2026-09-27 | $12/mo Starter | No | — | — | freelancers | withmoxie.com | Visit → |
| 3 | Bonsai | $15/user/mo Basic | No | — | Yes | freelancers | hellobonsai.com | Visit → |
| 4 | Plutio | $19/mo Core | No | — | — | agencies | plutio.com | Visit → |
| 5 | Agency Handy | $29/mo Freelancer | No | — | — | agencies | agencyhandy.com | Visit → |
| 6 | Agiled | $29/mo Starter | No | — | — | Solo service providers and small agencies | agiled.app | Visit → |
| 7 | 17hats STALE · 2026-09-02 | $33/mo Bi-Yearly | — | — | — | solo freelancers | 17hats.com | Visit → |
| 8 | Dubsado STALE · 2026-09-02 | $35/mo Starter | No | — | — | photographers | dubsado.com | Visit → |
| 9 | HoneyBook | $36/mo Starter | No | — | — | freelancers | honeybook.com | Visit → |
Prices are the lowest published self-serve rate, with the period it is charged on, 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?
Indy has the lowest published entry price at $0/mo (Free), as of 2026-11-01.
How much does client portal CRM cost per month?
Across the 9 client portal CRM with published paid pricing, the median starting price is $29/mo, ranging from $12/mo to $36/mo, as of 2026-11-01. 1 also offer a free tier.
Which client portal CRM have a free plan?
Indy offer a free tier.
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