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 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 — Bonsai starts at $15/mo, Agency Handy at $109/mo. Free tier: Bonsai No, Agency Handy No. HIPAA: Bonsai —, Agency Handy —.

As of 2026-09-02 · 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 2026-09-02) · Agency Handy: agencyhandy.com (verified 2026-09-02)

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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