Unabhängig · mit Quellen · Aktualisiert 2026-06-18
Best Client Portal CRM (2026)
8 Optionen, verglichen nach Preis, kostenloser Version, Compliance und Eignung — günstigste zuerst. Jede Angabe verlinkt auf die Anbieterseite und das Erfassungsdatum; Tarife nur auf Anfrage zeigen einen Bindestrich, nie eine Schätzung.
Das Wichtigste in Kürze
- Am günstigsten: 17hats — $0 pro Monat.
- Kostenlose Version: 17hats, Indy.
- Erfasst: 8 Anbieter, Daten aktuell bis 2026-06-18.
Vergleich
| # | Client Portal CRM | Einstiegspreis | Kostenlos | HIPAA | SOC 2 | Am besten für | Quelle |
|---|---|---|---|---|---|---|---|
| 1 | 17hats | $0 pro Monat | Ja | — | — | solo freelancers | 17hats.com |
| 2 | Indy | $0 pro Monat | Ja | — | — | freelancers | weareindy.com |
| 3 | Moxie | $12 pro Monat | Nein | — | — | freelancers | withmoxie.com |
| 4 | Bonsai | $15 pro Monat | Nein | — | Ja | freelancers | hellobonsai.com |
| 5 | Plutio | $19 pro Monat | Nein | — | — | agencies | plutio.com |
| 6 | HoneyBook | $29 pro Monat | Nein | — | — | freelancers | honeybook.com |
| 7 | Dubsado | $35 pro Monat | Nein | — | — | photographers | dubsado.com |
| 8 | Agency Handy | $109 pro Monat | Nein | — | — | agencies | agencyhandy.com |
Die Preise sind der niedrigste veröffentlichte Self-Service-Monatspreis zum Datum in der Quelle.
Wie wir das erstellt haben
Re-verified via WebFetch on each vendor's official pricing page on 2026-06-18: honeybook.com/pricing, dubsado.com/pricing + /pricing-table, hellobonsai.com/pricing, 17hats.com/pricing, plutio.com/pricing, withmoxie.com/pricing, weareindy.com/pricing (+ help.weareindy.com), agencyhandy.com/pricing-plan/. Dubsado monthly ($35/$55) confirmed on /pricing-table; /pricing shows annual-only. Bonsai is per-seat; monthlyUsd = per-user rack rate. Agency Handy annual prices require the publicly advertised 'Yearly70' promo (70% off); monthly = undiscounted rack rate; annualDiscountPct=null because discount needs a coupon, not an automatic toggle. INDY CAVEAT: the live weareindy.com/pricing page now surfaces only a biennial display ($12.50/mo billed $300 every 2 years); the help-center article (last updated Oct 2024) still states $25/mo month-to-month and $225/yr annual. monthlyUsd retained as the corroborated month-to-month rate ($25) but the live page no longer publishes a separate annual figure, so annualDiscountPct softened to null and notes flag the conflict. Compliance set true only where vendor explicitly states it (Bonsai SOC 2 Type II 2025-07-03; GDPR via DPAs/privacy policies); else null. accessedAt 2026-06-18.