Best Client Portal CRM · head-to-head

Agiled vs Bonsai

A sourced, side-by-side comparison for client portal crm. Bonsai has the lower 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.

Bonsai has the lower entry price — Agiled starts at $29/mo, Bonsai at $15/user/mo. Free tier: Agiled No, Bonsai No. HIPAA: Agiled —, Bonsai —.

As of 2026-11-01 · figures link to their source below

Side by side

Agiled

$29/mo entry
Entry price$29/mo (Starter)
Free tierNo
HIPAA (BAA)—
SOC 2—
GDPR—
Best forSolo service providers and small agencies

Bonsai

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

Sources — Agiled: agiled.app (verified 2026-10-15) · Bonsai: hellobonsai.com (verified 2026-11-01)

Key features

Agiled: Client portal with CRM, projects, time tracking, documents and invoicing in one tool; Seats included in the plan price

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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