Best Client Portal CRM · pricing · Updated June 2026
Bonsai pricing (2026)
Bonsai starts at $15/mo (Basic), across 4 plans. Best for freelancers. Every figure links to Bonsai's own page and the date we captured it.
At a glance
- Entry price: $15/mo (Basic) · 40% off with annual billing
- Free tier: No · 7-day trial
- Compliance: HIPAA — · SOC 2 Yes · GDPR Yes
- Best for: freelancers; small agencies; design firms; consultants; teams scaling from solo
Bonsai plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| Basic | $15 | −40% | per_seat | Per user/month. Time tracking, task management, unlimited projects, CRM, service library, iOS & Android apps, unlimited clients. Annual: $9/user/mo. | hellobonsai.com |
| Essentials | $25 | −24% | per_seat | Per user/month. Everything in Basic plus invoices and payments, proposals and contracts, all templates, forms and questionnaires, scheduling, client portal, expense and income tracking. Annual: $19/user/mo. | hellobonsai.com |
| Premium | $39 | −26% | per_seat | Per user/month. Most popular. Everything in Essentials plus project insights, workload management, Gantt view, deals pipeline, custom fields, client tasks and messaging, profit reports, remove Bonsai branding, QuickBooks/Zapier/Calendly/Google integrations. Annual: $29/user/mo. | hellobonsai.com |
| Elite | $59 | −17% | per_seat | Per user/month. Minimum 3 users. Everything in Premium plus custom permissions, timesheet locking, add markup to expenses, Xero integration, custom data import. Annual: $49/user/mo. | hellobonsai.com |
Last verified 2026-06-18. Per-seat prices confirmed from hellobonsai.com/pricing 2026-06-18 (Basic $15/$9, Essentials $25/$19, Premium $39/$29, Elite $59/$49, Elite min 3 users). SOC 2 Type II confirmed live on hellobonsai.com/blog/bonsai-soc-2 (achieved 2025-07-03). GDPR via search; HIPAA not documented.
Capabilities
Integrations: QuickBooks, Xero, Zapier, Calendly, Google Calendar, Stripe, PayPal.
Key features: 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.
Plan limits: Elite plan requires minimum 3 users; Reduced per-seat rate for teams with 30+ users.
Frequently asked questions
How much does Bonsai cost?
Bonsai starts at $15/mo (Basic); it has 4 published plans. Verified 2026-06-18.
Is Bonsai cheaper billed annually?
Yes. Bonsai publishes a 40% discount for paying annually (on the Basic plan). Verified 2026-06-18.
What are cheaper alternatives to Bonsai?
Cheaper client portal crm than Bonsai (entry $15/mo) include Moxie at $12/mo. Verified 2026-06-18.
Does Bonsai support HIPAA?
Bonsai HIPAA support: —. SOC 2: Yes. GDPR: Yes.
Does Bonsai have a free plan?
Bonsai free tier: No; 7-day free trial.
Bonsai vs alternatives
Compare all client portal crm → · Bonsai alternatives → · Open data · MCP
Cheaper client portal crm alternatives
- Moxie from $12/mo