Independent · sourced · Updated June 2026
Best Client Portal CRM (2026)
The cheapest client portal crm is 17hats at $0/mo. 2 offer a free tier (17hats, Indy). This page compares 8 options on entry price, free tier, HIPAA/SOC 2 and best-for — every figure linked to its source, updated June 2026.
8 options compared on price, free tier, compliance and fit — ranked cheapest-first. Every figure links to the vendor's own page and the date we captured it; quote-only tiers show “—”, never a guess.
Key takeaways
- Cheapest: 17hats at $0/mo (Free CRM).
- 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 |
|---|---|---|---|---|---|---|---|
| 1 | 17hats | $0/mo Free CRM | Yes | — | — | solo freelancers | 17hats.com |
| 2 | Indy | $0/mo Free | Yes | — | — | freelancers | weareindy.com |
| 3 | Moxie | $12/mo Starter | No | — | — | freelancers | withmoxie.com |
| 4 | Bonsai | $15/mo Basic | No | — | Yes | freelancers | hellobonsai.com |
| 5 | Plutio | $19/mo Core | No | — | — | agencies | plutio.com |
| 6 | HoneyBook | $29/mo Starter | No | — | — | freelancers | honeybook.com |
| 7 | Dubsado | $35/mo Starter | No | — | — | photographers | dubsado.com |
| 8 | Agency Handy | $109/mo Freelancer | No | — | — | agencies | agencyhandy.com |
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.
Alternatives
Popular comparisons
Frequently asked questions
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.
More software comparisons
How we compiled this
Re-verified via WebFetch on each vendor's official pricing page on 2026-06-18: honeybook.com/pricing, dubsado.com/pricing + /pricing-table, hellobonsai.com/pricing, 17hats.com/pricing, plutio.com/pricing, withmoxie.com/pricing, weareindy.com/pricing (+ help.weareindy.com), agencyhandy.com/pricing-plan/. Dubsado monthly ($35/$55) confirmed on /pricing-table; /pricing shows annual-only. Bonsai is per-seat; monthlyUsd = per-user rack rate. Agency Handy annual prices require the publicly advertised 'Yearly70' promo (70% off); monthly = undiscounted rack rate; annualDiscountPct=null because discount needs a coupon, not an automatic toggle. INDY CAVEAT: the live weareindy.com/pricing page now surfaces only a biennial display ($12.50/mo billed $300 every 2 years); the help-center article (last updated Oct 2024) still states $25/mo month-to-month and $225/yr annual. monthlyUsd retained as the corroborated month-to-month rate ($25) but the live page no longer publishes a separate annual figure, so annualDiscountPct softened to null and notes flag the conflict. Compliance set true only where vendor explicitly states it (Bonsai SOC 2 Type II 2025-07-03; GDPR via DPAs/privacy policies); else null. accessedAt 2026-06-18.
Last verified 2026-06-18. We re-check published prices and compliance on a recurring cadence and update this page when they change.
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