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.

17hats has the lower entry price — 17hats starts at $0/mo, Bonsai at $15/mo. Free tier: 17hats Yes, Bonsai No. HIPAA: 17hats —, Bonsai —.

As of 2026-06-18 · figures link to their source below

Side by side

17hats

$0/mo entry
Entry price$0/mo (Free CRM)
Free tierYes
HIPAA (BAA)
SOC 2
GDPR
Best forsolo freelancers

Bonsai

$15/mo entry
Entry price$15/mo (Basic)
Free tierNo
HIPAA (BAA)
SOC 2Yes
GDPRYes
Best forfreelancers

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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