Best of
For an agency, the question isn't just features — it's whether pricing and automation actually hold up once the team grows past one person.
An agency evaluating all-in-one client management software is really asking two things: does it cover the whole client relationship, and does the pricing model survive a growing team? HoneyBook, Bonsai, Dubsado and Plutio all cover proposals through invoicing with varying depth. The real differentiator at agency scale is pricing structure — three of the four charge per seat or per tier of team size, which compounds quickly, while Hanko and Dubsado's Premier tier hold closer to flat.
| Platform | Best for | Starting price |
|---|---|---|
| HoneyBook | US/CA/UK/AU agencies wanting scheduling and automation bundled in | $29-$109/mo across three tiers (billed yearly) |
| Bonsai | Small agencies wanting time tracking and task management included | ~$9-$49/mo per user (reported) |
| Dubsado | Agencies wanting deep workflow automation and unlimited clients | $335/yr Starter, $525/yr Premier |
| Plutio | Agencies wanting proposals, invoicing and project management in one subscription | $19/mo Core (solo), $49/mo Pro (30 team members, unlimited clients) |
| HankoThis is us | Agencies wanting flat team pricing and a stablecoin option for international clients | $19/mo Starter, $49/mo Pro (up to 5 team members) |
Pricing checked September 2026. Hanko and Dubsado figures verified directly from their own pricing pages. HoneyBook figures verified from honeybook.com/pricing. Plutio figures verified from plutio.com/pricing. Bonsai figures cross-referenced across independent sources — confirm directly before quoting to a prospect. Checked September 2026.
Best for: US/CA/UK/AU agencies wanting scheduling and automation bundled in
Proposals, contracts, invoicing, a client portal, and (on Essentials+) a scheduler and workflow automations.
What we like
Where it falls short
Pricing: $29-$109/mo across three tiers (billed yearly)
Choose it if: your team is 2 people or fewer and you're in a supported country
Skip it if: your team is growing past 2-3 people or serves clients outside those four countries
Best for: Small agencies wanting time tracking and task management included
Proposals, contracts, invoicing, client portals (Premium tier), plus time tracking, task management and a CRM, priced per user.
What we like
Where it falls short
Pricing: ~$9-$49/mo per user (reported)
Choose it if: you want time tracking and task management bundled with billing
Skip it if: your team is growing and per-seat pricing is a concern
Best for: Agencies wanting deep workflow automation and unlimited clients
Unlimited projects and clients from the Starter tier; automated workflows, public proposals and Zapier integration require Premier ($525/year).
What we like
Where it falls short
Pricing: $335/yr Starter, $525/yr Premier
Choose it if: you want unlimited clients and are willing to pay for Premier to unlock automation
Skip it if: you want automation without an annual commitment, or have more than 3 team members
Best for: Agencies wanting proposals, invoicing and project management in one subscription
Proposals with e-signature, invoicing, payments, a client portal, project/task management and time tracking, bundled from its Core tier.
What we like
Where it falls short
Pricing: $19/mo Core (solo), $49/mo Pro (30 team members, unlimited clients)
Choose it if: you want project management and billing in one tool at a flat team price
Skip it if: you need more than 30 team members or want a crypto payment option
Best for: Agencies wanting flat team pricing and a stablecoin option for international clients
Proposals, agreements, recurring/retainer invoicing and a client portal, with a stablecoin payment option alongside card, ACH and wire.
What we like
Where it falls short
Pricing: $19/mo Starter, $49/mo Pro (up to 5 team members)
Choose it if: you want flat team pricing and a stablecoin option for international clients
Skip it if: you need bundled project management or a visual automation builder
Plutio and Bonsai bundle the most project-management features into the price. Dubsado offers the deepest automation once you're on Premier. HoneyBook is strongest within its four supported countries. Hanko is the pick for a growing team that wants flat pricing and a stablecoin option none of the other four offer.
Plutio's Pro plan ($49/month, 30 team members) and Hanko's Pro plan ($49/month, up to 5 team members) are both flat-rate options that avoid per-seat scaling, generally undercutting HoneyBook, Bonsai and Dubsado's per-seat/per-tier costs at 5 people.
Dubsado's Premier tier and HoneyBook's Essentials/Premium tiers both offer meaningful automation. Dubsado's is locked behind its higher tier; Hanko's automation is narrower and centers on the proposal-to-invoice handoff and recurring billing.
Hanko is the only one of the five with a native stablecoin payment option as of September 2026.
Up to 5 people on Pro for $49/month, with a stablecoin option for international clients.
Product
InvoicingProposalsAgreementsClient portalsSolutionsCompareAlternativesBest ofTemplatesPricingProduct updates and the occasional tip, about once a month.