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.

Bonsai has the lower entry price — Bonsai starts at $15/mo, Agency Handy at $109/mo. Free tier: Bonsai No, Agency Handy No. HIPAA: Bonsai —, Agency Handy —.

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

Side by side

Bonsai

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

Agency Handy

$109/mo entry
Entry price$109/mo (Freelancer)
Free tierNo
HIPAA (BAA)
SOC 2
GDPR
Best foragencies

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+

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