Client Portal CRM · pricing · Updated November 2026
Bonsai pricing (2026)
Bonsai starts at $15/user/mo (Basic) as checked on 2026-11-01, read from Bonsai's own pricing page; 4 plans. Best for freelancers. Every figure below links to its source and the date we captured it.
At a glance
- Entry price: $15/user/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
As of · every figure below links to its source
Bonsai plans & pricing
| Plan | Monthly | Annual | Billing | Notes | Source |
|---|---|---|---|---|---|
| Basic | $15 | −40% | Per user / 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 user / 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 user / 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 user / seat | Per user/month. Minimum 3 users. Everything in Premium plus custom permissions, timesheet locking, add markup to expenses, custom data import. Annual: $49/user/mo. | hellobonsai.com |
Last verified 2026-11-01. 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.
Price changes
Price on record
$15/user/moFirst on record 2026-06-27
A new dated entry is stamped here each time the price moves — the record builds itself.
Tracked since June 2026. No change record has cleared two sources yet, so nothing is published on the wire.
Corrections to this record
Changes we made to our own record of Bonsai, newest first: a figure read again on the vendor's page, a plan it no longer lists, a note. None of them is a price change by Bonsai. Every correction on the site is in the corrections log.
-
Elite. Re-read 2026-11-01: the price stands at $59. The note listed Xero among the Elite additions; the page now reads "Integrations (QuickBooks, Xero, Zapier, Calendly, Google)" under Premium.
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/user/mo (Basic); it has 4 published plans. Verified 2026-11-01.
Is Bonsai cheaper billed annually?
Yes. Bonsai publishes a 40% discount for paying annually (on the Basic plan). Verified 2026-11-01.
Does Bonsai support HIPAA?
Bonsai's public pages do not say whether it supports HIPAA. Its public pages also state SOC 2 and GDPR compliance.
Does Bonsai have a free plan?
No — Bonsai publishes no free tier; it offers a 7-day free trial.
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This standing as a plaque
Bonsai currently holds a gold deskmark here — Rank 2 of 9 · Client Portal CRM. Anyone may show it. There is nothing to apply for, nothing to pay, and displaying it changes no score: the standing comes from the published algorithm, which never reads commission data. We never ask anyone to show it, and its link carries rel="nofollow".
The image is drawn from our live data, so it follows the standing rather than freezing it: if Bonsai moves up or down a tier, the plaque on your own site says so at our next publish. Nothing is tracked beyond the ordinary web-server log that records any image request.