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 entryAgency Handy
$109/mo entrySources — 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+