# Top Free Client Portal Software Check out our list of free Client Portal Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Client Portal Software](https://www.g2.com/categories/client-portal) to ensure you get the right product. ## View Free Client Portal Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **78** Client Portal Products Available View all [Client Portal Software](https://www.g2.com/categories/client-portal) View all [Client Portal Software](https://www.g2.com/categories/client-portal) [ ### SuiteDash ](https://www.g2.com/products/suitedash/reviews) [By SuiteDash](https://www.g2.com/sellers/suitedash) [ (618)4.8 out of 5 ](https://www.g2.com/products/suitedash/reviews#reviews "Read SuiteDash Reviews") Product Description More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man **Users:** Owner, CEO · **Industries:** Marketing and Advertising, Information Technology and Services · **Market Segment:** 98% Small-Business, 1% Mid-Market User SentimentHow are these determined? Reviewers appreciate the platform's ability to centralize and automate various business operations such as CRM, project management, invoicing, and client communication, and its high level of customization that allows businesses to tailor the platform to their specific needs. Reviewers noted that the platform has a steep learning curve, requires significant time for initial setup, and some parts of the interface could be more intuitive, also, some users found the platform's pricing model and the cost of optional add-ons to be a drawback. SuiteDash features and usability ratings that predict user satisfaction 9.6 Has the product been a good partner in doing business? Average: 9.4 9.4 Billing and Invoicing Average: 8.1 8.9 Versioning Average: 8.1 9.4 Feedback Average: 8.5 Year Founded 2012 HQ Location Research Triangle Park, NC Company Website https://suitedash.com/ Twitter @SuiteDash LinkedIn® Page https://www.linkedin.com/company/suitedash/ [ ### Aligned ](https://www.g2.com/products/teamaligned/reviews) [By Aligned](https://www.g2.com/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995) [ (1,174)4.7 out of 5 ](https://www.g2.com/products/teamaligned/reviews#reviews "Read Aligned Reviews") Product Description Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actuall **Users:** Account Executive, Enterprise Account Executive · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 47% Mid-Market, 45% Small-Business User SentimentHow are these determined? Users like the ease of use of Aligned, its intuitive interface, the ability to track prospect engagement, and the centralization of resources which facilitates sharing with stakeholders. Reviewers experienced issues with limited customization options, occasional difficulties with file uploads, challenges in making bulk updates across multiple data rooms, and a desire for more integrations with other tools. Aligned features and usability ratings that predict user satisfaction 9.2 Has the product been a good partner in doing business? Average: 9.4 7.2 Billing and Invoicing Average: 8.1 8.3 Versioning Average: 8.1 8.7 Feedback Average: 8.5 Year Founded 2021 HQ Location Tel Aviv Company Website https://alignedup.com Twitter @Aligned\_up LinkedIn® Page https://www.linkedin.com/company/alignedup [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) [ ### trumpet ](https://www.g2.com/products/trumpet/reviews) [By trumpet](https://www.g2.com/sellers/trumpet) [ (1,203)4.7 out of 5 ](https://www.g2.com/products/trumpet/reviews#reviews "Read trumpet Reviews") Product Description Trumpet is the Intelligent GTM Layer, an AI-powered workspace that connects your entire revenue journey. At its core are Digital Sales Rooms, the central hub where your content lives, collaboration **Users:** Account Executive, Senior Account Executive · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 47% Mid-Market, 31% Small-Business User SentimentHow are these determined? Users frequently mention the platform's ability to replace PDF proposals with interactive, personalized digital buyer pods, making networking more interactive and immediate. Reviewers mentioned that the platform can feel tedious to set up initially, with some customization features feeling limited and the pricing being steep for smaller teams. trumpet features and usability ratings that predict user satisfaction 9.5 Has the product been a good partner in doing business? Average: 9.4 7.4 Billing and Invoicing Average: 8.1 8.3 Versioning Average: 8.1 8.9 Feedback Average: 8.5 Year Founded 2021 HQ Location London, GB Company Website https://www.sendtrumpet.com/ LinkedIn® Page https://www.linkedin.com/company/sendtrumpet/ [ ### Softr ](https://www.g2.com/products/softr/reviews) [By Softr](https://www.g2.com/sellers/softr) [ (707)4.7 out of 5 ](https://www.g2.com/products/softr/reviews#reviews "Read Softr Reviews") Product Description Softr is the leading AI platform for building business software — including apps, databases, workflow automation, and forms — without code. Most teams are held back by fragmented systems: work is **Users:** Founder, CEO · **Industries:** Computer Software, Marketing and Advertising · **Market Segment:** 87% Small-Business, 7% Mid-Market User SentimentHow are these determined? Reviewers appreciate Softr's user-friendly workflows, customizable styling, and seamless integration with Airtable, which allows for quick and easy setup and efficient data management. Users experienced high pricing for small businesses, limitations in some functions like making the background transparent, and a lack of developer-friendly features such as the ability for multiple developers to work on an app at once. Softr features and usability ratings that predict user satisfaction 9.2 Has the product been a good partner in doing business? Average: 9.4 7.9 Billing and Invoicing Average: 8.1 7.5 Versioning Average: 8.1 8.3 Feedback Average: 8.5 Year Founded 2020 HQ Location Berlin, DE Company Website https://softr.io/ Twitter @softr\_io LinkedIn® Page https://www.linkedin.com/company/softr/ [ ### Assembly ](https://www.g2.com/products/assemblysoftware/reviews) [By Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) [ (314)4.7 out of 5 ](https://www.g2.com/products/assemblysoftware/reviews#reviews "Read Assembly Reviews") Product Description Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir **Users:** CEO, Owner · **Industries:** Marketing and Advertising, Accounting · **Market Segment:** 91% Small-Business, 4% Mid-Market User SentimentHow are these determined? Reviewers appreciate Assembly's user-friendly interface, easy setup, and the ability to integrate with third-party applications, which enhances its functionality and allows for personalized workflows. Users experienced limitations in Assembly's customization options, issues with certain features like messaging and automation, and a desire for more integrations with tools like accounting software. Assembly features and usability ratings that predict user satisfaction 9.5 Has the product been a good partner in doing business? Average: 9.4 8.5 Billing and Invoicing Average: 8.1 7.8 Versioning Average: 8.1 8.8 Feedback Average: 8.5 Year Founded 2020 HQ Location New York, US Company Website https://assembly.com/ Twitter @copilot LinkedIn® Page https://www.linkedin.com/company/assemblycom/ [ ### Zoho CRM ](https://www.g2.com/products/zoho-crm/reviews) [By Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) [ (2,931)4.1 out of 5 ](https://www.g2.com/products/zoho-crm/reviews#reviews "Read Zoho CRM Reviews") Product Description Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu **Users:** Owner, CEO · **Industries:** Information Technology and Services, Computer Software · **Market Segment:** 62% Small-Business, 33% Mid-Market User SentimentHow are these determined? Reviewers frequently mention the system's ease of use, its ability to quickly integrate with other tools and platforms, and its user-friendly interface that allows for easy navigation and quick learning. Reviewers noted that the reporting features could be more customizable, the initial setup can be confusing, and some advanced features can feel complex for new users. Zoho CRM features and usability ratings that predict user satisfaction 8.0 Has the product been a good partner in doing business? Average: 9.4 8.8 Billing and Invoicing Average: 8.1 8.6 Versioning Average: 8.1 8.6 Feedback Average: 8.5 Year Founded 1996 HQ Location Austin, TX Company Website https://www.zoho.com Twitter @Zoho LinkedIn® Page https://www.linkedin.com/company/38373/ Phone +1 (888) 900-9646 [ ### Kontentino ](https://www.g2.com/products/kontentino/reviews) [By Kontentino](https://www.g2.com/sellers/kontentino) [ (360)4.6 out of 5 ](https://www.g2.com/products/kontentino/reviews#reviews "Read Kontentino Reviews") Product Description Kontentino is a collaborative social media tool that turns chaos into clarity - helping teams plan, approve, and schedule together effortlessly. It brings marketing teams, clients, and stakeholders **Users:** Social Media Manager, CEO · **Industries:** Marketing and Advertising, Computer Software · **Market Segment:** 69% Small-Business, 18% Mid-Market User SentimentHow are these determined? Reviewers like Kontentino's clear overview of planned and scheduled content across social channels, its easy review process, and the ability to see posts in their final format before publishing. Users mentioned issues with the platform's coverage, inability to publish to newer channels directly, slower upload times during heavier planning sessions, and occasional bugs and error messages. Kontentino features and usability ratings that predict user satisfaction 9.4 Has the product been a good partner in doing business? Average: 9.4 0.0 No information available 0.0 No information available 0.0 No information available Year Founded 2014 HQ Location Bratislava, Slovakia Company Website https://www.kontentino.com Twitter @Kontentino LinkedIn® Page https://www.linkedin.com/company/10633766/ [ ### Dock ](https://www.g2.com/products/dock/reviews) [By Dock](https://www.g2.com/sellers/dock) [ (476)4.6 out of 5 ](https://www.g2.com/products/dock/reviews#reviews "Read Dock Reviews") Product Description Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full cus **Users:** Account Executive, Enterprise Account Executive · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 36% Mid-Market, 33% Small-Business User SentimentHow are these determined? Reviewers appreciate Dock's user-friendly interface, customizable dashboards, and easy integration, highlighting its ability to streamline client communication, manage deals, and enhance the overall client experience. Users experienced issues with Dock's server speed, limited mobile functionality, and challenges in layout flexibility, along with difficulties in editing certain sections and a steep learning curve for new users. Dock features and usability ratings that predict user satisfaction 9.6 Has the product been a good partner in doing business? Average: 9.4 6.9 Billing and Invoicing Average: 8.1 8.2 Versioning Average: 8.1 8.3 Feedback Average: 8.5 Year Founded 2021 HQ Location San Francisco, California Company Website https://www.dock.us/ Twitter @Dock\_us LinkedIn® Page https://www.linkedin.com/company/dock-us/ [ ### Moxo ](https://www.g2.com/products/moxo-g2/reviews) [By Moxo](https://www.g2.com/sellers/moxo) [ (194)4.5 out of 5 ](https://www.g2.com/products/moxo-g2/reviews#reviews "Read Moxo Reviews") Product Description Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The ol **Users:** CEO, Director · **Industries:** Financial Services, Marketing and Advertising · **Market Segment:** 80% Small-Business, 18% Mid-Market Moxo features and usability ratings that predict user satisfaction 9.5 Has the product been a good partner in doing business? Average: 9.4 7.8 Billing and Invoicing Average: 8.1 8.5 Versioning Average: 8.1 8.8 Feedback Average: 8.5 ![Jae C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jae C.") JC It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete....[Read review](https://www.g2.com/products/moxo-g2/reviews/moxo-review-8891462) ![Hayes C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hayes C.") HC Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system...[Read review](https://www.g2.com/products/moxo-g2/reviews/moxo-review-9693064) Year Founded 2012 HQ Location Cupertino, CA Company Website https://www.moxo.com Twitter @PoweredByMoxo LinkedIn® Page https://www.linkedin.com/company/2858507/ [ ### Clinked ](https://www.g2.com/products/clinked/reviews) [By Clinked](https://www.g2.com/sellers/clinked) [ (141)4.8 out of 5 ](https://www.g2.com/products/clinked/reviews#reviews "Read Clinked Reviews") Product Description Clinked is a secure, cloud-based client portal and virtual data room that gives teams, clients, and external stakeholders one place to work together without relying on endless email chains, scattered **Industries:** Computer Software, Marketing and Advertising · **Market Segment:** 67% Small-Business, 26% Mid-Market User SentimentHow are these determined? Users frequently mention the intuitive interface, efficient file and document management, comprehensive task and project management features, and white-label branding as key benefits of using Clinked. Reviewers noted limitations in advanced customization options and integrations, scalability and licensing restrictions, and a desire for more shortcuts for common tasks and filtering options. Clinked features and usability ratings that predict user satisfaction 9.8 Has the product been a good partner in doing business? Average: 9.4 9.1 Billing and Invoicing Average: 8.1 9.1 Versioning Average: 8.1 9.4 Feedback Average: 8.5 Year Founded 2008 HQ Location Cambridge, UK Company Website https://clinked.com/ Twitter @clinked LinkedIn® Page https://www.linkedin.com/company/clinked/about [ ### Rocketlane ](https://www.g2.com/products/rocketlane-corp/reviews) [By Rocketlane Corp](https://www.g2.com/sellers/rocketlane-corp-a131cbb6-f2af-4f5b-a775-6d3bc6cda8e6) [ (856)4.7 out of 5 ](https://www.g2.com/products/rocketlane-corp/reviews#reviews "Read Rocketlane Reviews") Product Description Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo **Users:** Customer Success Manager, Software Engineer · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 56% Mid-Market, 28% Small-Business User SentimentHow are these determined? Reviewers frequently mention the tool's user-friendly interface, automation capabilities, and the ability to centralize project information, which saves time and improves efficiency. Users reported issues with the initial setup being overwhelming due to numerous customization options, limitations in mobile experience and custom reporting, and a lack of intuitive navigation for first-time users. Rocketlane features and usability ratings that predict user satisfaction 9.5 Has the product been a good partner in doing business? Average: 9.4 5.8 Billing and Invoicing Average: 8.1 9.4 Versioning Average: 8.1 9.7 Feedback Average: 8.5 Year Founded 2020 HQ Location Walnut, US Company Website https://www.rocketlane.com/ Twitter @RocketlaneHQ LinkedIn® Page https://www.linkedin.com/company/rocketlane/ [ ### Recapped.io ](https://www.g2.com/products/recapped-io/reviews) [By Recapped.io](https://www.g2.com/sellers/recapped-io) [ (179)4.6 out of 5 ](https://www.g2.com/products/recapped-io/reviews#reviews "Read Recapped.io Reviews") Product Description Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next **Users:** Account Executive, Enterprise Account Executive · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 46% Mid-Market, 44% Small-Business Recapped.io features and usability ratings that predict user satisfaction 9.2 Has the product been a good partner in doing business? Average: 9.4 0.0 Billing and Invoicing Average: 8.1 8.4 Versioning Average: 8.1 8.4 Feedback Average: 8.5 ![Mat K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mat K.") MK I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. [Read review](https://www.g2.com/products/recapped-io/reviews/recapped-io-review-1837251) ![Chuck C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chuck C.") CC The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system.[Read review](https://www.g2.com/products/recapped-io/reviews/recapped-io-review-4509894) Year Founded 2018 HQ Location New York Company Website https://www.recapped.io Twitter @GetRecapped LinkedIn® Page https://www.linkedin.com/company/18194833/ [ ### Jahia DXP ](https://www.g2.com/products/jahia-dxp/reviews) [By Jahia](https://www.g2.com/sellers/jahia) [ (603)4.4 out of 5 ](https://www.g2.com/products/jahia-dxp/reviews#reviews "Read Jahia DXP Reviews") Product Description Jahia is a digital platform combining a hybrid CMS and DXP, built for organizations that manage complex content environments and require strong control over their data, architecture, and digital opera **Users:** Product Owner, Business Analyst · **Industries:** Insurance, Information Technology and Services · **Market Segment:** 33% Enterprise, 33% Small-Business Jahia DXP features and usability ratings that predict user satisfaction 8.9 Has the product been a good partner in doing business? Average: 9.4 8.3 Billing and Invoicing Average: 8.1 8.3 Versioning Average: 8.1 8.6 Feedback Average: 8.5 ![Timothe M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Timothe M.") TM Highly flexible and modular → ideal for complex enterprise needs like multisite management and personalization. User-friendly for both marketers...[Read review](https://www.g2.com/products/jahia-dxp/reviews/jahia-dxp-review-12116131) ![corentin T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "corentin T.") CT I use Jahia DXP as our company’s central digital experience platform to manage content, deliver personalized experiences, and unify customer...[Read review](https://www.g2.com/products/jahia-dxp/reviews/jahia-dxp-review-12132893) Year Founded 2002 HQ Location Geneva, CH Company Website https://www.jahia.com Twitter @jahia LinkedIn® Page https://www.linkedin.com/company/103891/ [ ### Ahsuite ](https://www.g2.com/products/ahsuite/reviews) [By Ahsuite Inc](https://www.g2.com/sellers/ahsuite-inc) [ (97)4.8 out of 5 ](https://www.g2.com/products/ahsuite/reviews#reviews "Read Ahsuite Reviews") Product Description Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to d **Users:** Owner, CEO · **Industries:** Marketing and Advertising, Consulting · **Market Segment:** 97% Small-Business, 1% Mid-Market Ahsuite features and usability ratings that predict user satisfaction 9.6 Has the product been a good partner in doing business? Average: 9.4 6.9 Billing and Invoicing Average: 8.1 7.9 Versioning Average: 8.1 9.3 Feedback Average: 8.5 ![Curt S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Curt S.") CS It's simplicity is its strongest asset. Yet there is so much more beyond the surface. Check it out. Is super easy to trial this software. I'm...[Read review](https://www.g2.com/products/ahsuite/reviews/ahsuite-review-7093025) ![LaShundra W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "LaShundra W.") LW The layout is simple and user-friendly. It is easy to set up, and the guide is beneficial in adding business information. The cost is affordable,...[Read review](https://www.g2.com/products/ahsuite/reviews/ahsuite-review-7763836) Year Founded 2021 HQ Location Glendale, US Company Website https://ahsuite.com Twitter @ahsuite LinkedIn® Page https://www.linkedin.com/company/ahsuite/about [ ### FuseBase ](https://www.g2.com/products/fusebase/reviews) [By Nimbus Web Inc](https://www.g2.com/sellers/nimbus-web-inc) [ (106)4.7 out of 5 ](https://www.g2.com/products/fusebase/reviews#reviews "Read FuseBase Reviews") Product Description FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p **Users:** CEO · **Industries:** Marketing and Advertising, Information Technology and Services · **Market Segment:** 82% Small-Business, 15% Mid-Market FuseBase features and usability ratings that predict user satisfaction 9.4 Has the product been a good partner in doing business? Average: 9.4 9.2 Billing and Invoicing Average: 8.1 9.4 Versioning Average: 8.1 9.8 Feedback Average: 8.5 ![Oleg S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Oleg S.") OS Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I...[Read review](https://www.g2.com/products/fusebase/reviews/fusebase-review-5233454) ![Reto R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Reto R.") RR The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the...[Read review](https://www.g2.com/products/fusebase/reviews/fusebase-review-5234187) Year Founded 2014 HQ Location Cleveland, ohio Company Website https://nimbusweb.co Twitter @nimbuswebinc LinkedIn® Page https://www.linkedin.com/company/nimbus-web-inc/ - ‹ Prev‹ Prev - 1 - [2](/categories/client-portal/free?order=g2_score&page=2#product-list) - [3](/categories/client-portal/free?order=g2_score&page=3#product-list) - [4](/categories/client-portal/free?order=g2_score&page=4#product-list) - [5](/categories/client-portal/free?order=g2_score&page=5#product-list) - [6](/categories/client-portal/free?order=g2_score&page=6#product-list) - [Next ›Next ›](/categories/client-portal/free?order=g2_score&page=2#product-list)