Best Client Portal CRM · head-to-head

17hats vs Bonsai

A sourced, side-by-side comparison for client portal crm. 17hats has the lower entry price. Every figure links to the vendor's own page and the date we captured it.

At a glance

  • Price: 17hats $0/mo vs Bonsai $15/mo — 17hats is cheaper to start.
  • Free tier: 17hats Yes; Bonsai No.
  • HIPAA: 17hats —; Bonsai —.

Side by side

17hatsBonsai
Entry price$0/mo (Free CRM)$15/mo (Basic)
Free tierYesNo
HIPAA (BAA)
SOC 2Yes
GDPRYes
Best forsolo freelancersfreelancers

Sources — 17hats: 17hats.com (verified 2026-06-18). Bonsai: hellobonsai.com (verified 2026-06-18).

Key features

17hats: Single all-inclusive plan — no feature gating between tiers; Built-in payment processing (Stripe + Square); Client portal with questionnaires and contracts; Workflow automation and advanced scheduling on paid plans

Bonsai: End-to-end proposal-to-payment per seat; Gantt view and workload management on Premium+; SOC 2 Type II certified (achieved July 2025); Deals pipeline and client messaging built in

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