Best Client Portal CRM · head-to-head
Bonsai vs Agency Handy
A sourced, side-by-side comparison for client portal crm. Bonsai has the lower entry price. Every figure links to the vendor's own page and the date we captured it.
At a glance
- Price: Bonsai $15/mo vs Agency Handy $109/mo — Bonsai is cheaper to start.
- Free tier: Bonsai No; Agency Handy No.
- HIPAA: Bonsai —; Agency Handy —.
Side by side
| Bonsai | Agency Handy | |
|---|---|---|
| Entry price | $15/mo (Basic) | $109/mo (Freelancer) |
| Free tier | No | No |
| HIPAA (BAA) | — | — |
| SOC 2 | Yes | — |
| GDPR | Yes | — |
| Best for | freelancers | agencies |
Sources — Bonsai: hellobonsai.com (verified 2026-06-18). Agency Handy: agencyhandy.com (verified 2026-06-18).
Key features
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
Agency Handy: Multi-workspace support (Business Pro); Productized service storefront built in; File feedback and approval workflow; Custom domain and white-labeling on Team Starter+