Top Free Client Portal Software

How Many Client Portal Software Products Does G2 Track?

Total Products under this Category: 208

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dynamo Software (+0.58%) - Among all products in this category, Dynamo Software recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank Client Portal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,500+ Authentic Reviews
  • 208+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Client Portal Software

G2 Grid® for Client Portal Software plotting products by satisfaction and market presence

Highlighted products: Aligned, trumpet, Softr, Zoho CRM, Assembly, DocSend, Kontentino, and Dock.

Underlying data: [Grid® JSON](https://www.g2.com/categories/client-portal/grids.json?focus%5B%5D=teamaligned&focus%5B%5D=trumpet&focus%5B%5D=softr&focus%5B%5D=zoho-crm&focus%5B%5D=assemblysoftware&focus%5B%5D=dropbox-docsend&focus%5B%5D=kontentino&focus%5B%5D=dock)

Aligned

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 actually win or stall: stakeholder complexity, unclear next steps, champions selling internally, and decisions happening asynchronously across emails, decks, threads, and scattered tools. CRMs record what happened. Aligned is the system of action that helps teams execute what needs to happen next, together with the buyer. Used by Account Executives, Sales Leaders, Enablement, RevOps, and Customer Success teams, Aligned combines a Digital Sales Room and Client Portal into a single workspace that supports the full revenue lifecycle, from pipeline creation to onboarding and expansion. Teams consolidate all buyer and customer materials, plans, and communications in one place, with visibility and control over the deal narrative. With the AI Deal Workspace, Aligned goes beyond organizing content. AI works inside the workflow with full deal context to keep execution moving forward: * Auto-builds deal resources after every call, including an executive summary, requested content, and action items, with no prompts or setup * Reads signals across calls, email, CRM, and workspace engagement to flag risk, surface what changed, and recommend the next best move * Maps stakeholders automatically to uncover hidden influencers, track buying signals, and guide multithreading * Generates and maintains key deal assets like business cases, mutual action plans, recap pages, and follow-up emails for review and send * Gives buyers AI inside the workspace to summarize content, answer security and compliance questions, and progress decisions asynchronously, all in one link with no login under the seller’s control By replacing traditional workflows like email threads, spreadsheets, attachments, and disconnected links, Aligned reduces buyer friction, improves alignment across the buying committee, equips champions, and creates more predictable execution for complex B2B deals. Key capabilities include: * Digital Sales Rooms for proposals, decks, demo recordings, stakeholder content, and mutual action plans * Buyer engagement signals across stakeholders to guide follow-up and prioritize execution * Shared onboarding and customer workspaces to streamline implementation and reduce time-to-value * Client Portal-style collaboration for ongoing customer management, expansions, and renewals Aligned is used by 50,000+ sales and customer success teams, with 1M+ buyers collaborating in workspaces every month, and is recognized by G2 as a category leader.

Average Rating: 4.6/5.0

Total Reviews: 1,326

G2 Deal: 10% discount for G2 members with coupon code

Sales teams - put simply, ALIGNED is a digital sales room–a collaboration platform for your team and your buyers. It allows you to orchestrate complex deals, increase buyer engagement, and shorten time to value. G2 members receive a 10% discount - for any paid plan, for one year.

Price: ~~$29-60 per month~~ → $26-54 per month

View this exclusive G2 deal

How Do G2 Users Rate Aligned?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.2/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 8.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Aligned?

  • Seller: Aligned
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Tel Aviv
  • Twitter: @Aligned_up
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Medium, 42% Small

What Do G2 Reviewers Say About Aligned?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive ease of use of Aligned, enabling smooth project creation and collaboration.
  • Users value the centralized platform of Aligned that enhances communication and efficiency throughout the client journey.
  • Users love the seamless team collaboration in Aligned, enhancing efficiency and organization for client and user interactions.
  • Users find Aligned to be very efficient, providing valuable insights and simplifying the sales process significantly.
  • Users value the organizational features of Aligned, enhancing clarity and streamlining the buying experience effectively.
Cons
  • Users find limited customization options frustrating, especially in dashboard design and team management features.
  • Users find missing features in Aligned, such as limited report exports and customization in org charts.
  • Users find the learning curve steep, requiring time to navigate and understand the workspace effectively.
  • Users experience integration issues with Aligned, particularly when connecting to CRM systems like Salesforce.
  • Users find Aligned has limited features, desiring more customization and facing hurdles with integrations and learning tools.

What Are Recent G2 Reviews of Aligned?

trumpet

Trumpet is the AI execution layer for revenue teams, bringing together Digital Sales Rooms, AI agents, engagement data, and full-stack integration so sales, CS, and account teams can build better buyer experiences and run their revenue cycle in one place. At the centre of it is trumpet Copilot. Purpose-built AI agents research accounts, build and update Pods, draft Mutual Action Plans, and create content, all from a single prompt. Trusted by 15,000 revenue teams including HubSpot, Gong, Personio, Cognism, Stripe, and Miro. Rated the #1 fastest trending sales tool globally on G2. What revenue teams achieve with trumpet: ↳ 38% reduction in sales cycle time ↳ 21% increase in closed-won opportunities ↳ 31% faster onboarding "Copilot completely removes the admin bottleneck by instantly turning call recordings into hyper-personalised Pods." Jens Stockel, Lead AE, HubSpot "It's boosted win rates and given me visibility across all deals." Personio

Average Rating: 4.7/5.0

Total Reviews: 1,368

G2 Deal: G2 users receive 20% off trumpet plans

G2 special! For users of G2, we are offering a limited amount of licences with 20% off trumpet for the first 3 months. For any plan! Simply add in our discount code into the check out! If wanting to pay monthly, enter code - G2MONTH20 If wanting to pay yearly, enter code - G2YEAR20

Price: ~~£75 /user/month~~ → £60 /user/month

View this exclusive G2 deal

How Do G2 Users Rate trumpet?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.4/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 8.9/10 (Category avg: 8.5/10)

Who Is the Company Behind trumpet?

  • Seller: trumpet
  • Company Website:
  • Year Founded: 2021
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    75 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Senior Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 47% Medium, 30% Small

What Do G2 Reviewers Say About trumpet?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Trumpet, enhancing collaboration and streamlining workflows for both teams and clients.
  • Users commend the impressive customer support of Trumpet, appreciating their helpfulness and prompt assistance during onboarding.
  • Users commend Trumpet for its time-saving setups and support, enhancing efficiency throughout the sales process.
  • Users praise Trumpet's engagement tracking, which enhances proposal insights and empowers informed decision-making among stakeholders.
  • Users value the centralization of resources in Trumpet, enhancing organization and streamlining their workflow effectively.
Cons
  • Users note a learning curve when navigating advanced features, though support helps ease the transition.
  • Users find the limited mobile experience frustrating, as key features are missing or difficult to use on the go.
  • Users find some limited features in Trumpet, noting occasional lags and a need for more customization options.
  • Users experience layout issues in Trumpet, including toolbar problems and a cluttered UI that affects usability.
  • Users experience a steep learning curve with Trumpet, requiring time to become proficient and utilize its features effectively.

What Are Recent G2 Reviews of trumpet?

Softr

Softr is the AI app builder for business operations. Build secure internal tools and portals with databases, workflow automation, and integrations included. Access control and granular permissions are built in. Non-technical teams can launch, maintain, and change their own tools without relying on developers. Most teams are held back by fragmented systems: work is scattered across spreadsheets, docs, messages, and tools that don't connect. Softr replaces that fragmentation with a single platform for building software tailored to your exact workflows and business logic. Build with AI, edit visually, or switch between the two at any time. Over 1 million teams, including Netflix, Google, Stripe, UPS, and Clay, use Softr to build and run business operations apps. Key features: - All-in-one platform: Build and connect apps, databases, workflow automation, and forms in a single platform, without having to switch between tools. - Native databases and 17+ data source integrations: Store and manage data in Softr Databases, or sync in real time with external sources, including Airtable, HubSpot, Notion, monday.com, Coda, ClickUp, Google Sheets, SQL data sources, and more. - Production-ready infrastructure: User management, hosting, and security are built in from day one, making your apps ready to deploy securely. - AI-powered building: Describe what you need in plain language and get a working app, then customize visually without writing code. - Custom user groups and granular permissions: Control exactly who can see, access, and edit what across your apps. - Built to scale: Add features, make changes, and grow your software as your business evolves, all without technical debt or developer dependencies. With Softr, you can build client portals, internal tools, CRMs, project trackers, dashboards, employee intranets, inventory management systems, partner portals, ERP systems, lead capture forms, and more.

Average Rating: 4.7/5.0

Total Reviews: 723

How Do G2 Users Rate Softr?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.9/10 (Category avg: 8.1/10)
  • Versioning: 7.5/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Softr?

  • Seller: Softr
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Berlin, DE
  • Twitter: @softr_io
    15,629 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Computer Software, Consulting
  • Company Size: 87% Small, 7% Medium

What Do G2 Reviewers Say About Softr?

AI-generated summary from verified user reviews

Pros
  • Users find Softr to be extremely easy to use, enabling quick project setup and seamless integration.
  • Users praise the excellent and responsive customer support from Softr, ensuring quick solutions and continuous updates.
  • Users appreciate the easy setup of Softr, allowing for quick implementation and seamless integration with other apps.
  • Users value the easy integrations with Airtable and other apps, simplifying their development process significantly.
  • Users appreciate the easy integration with various apps, making the platform straightforward and efficient to use.
Cons
  • Users feel that there is limited customization in Softr, constraining the design and layout options for a tailored experience.
  • Users find missing features in Softr, noting limitations in controls and functionality, especially for action buttons.
  • Users are concerned about the limited features of Softr, impacting app functionality and availability on app stores.
  • Users find limitations in customization and functionality with Softr, impacting their control and performance during use.
  • Users feel the pricing is prohibitive, especially as they scale and seek more advanced features.

What Are Recent G2 Reviews of Softr?

What Are G2 Users Discussing About Softr?

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Zoho CRM

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 funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Average Rating: 4.1/5.0

Total Reviews: 2,845

G2 Deal: Get 50% off and save up to $100

Zoho CRM is a cloud-based, 360° business management platform that streamlines business processes to deliver better customer experiences. Close deals faster with better visibility at every stage of your sales pipeline, omnichannel connectivity and AI-powered tools.

Price: ~~$14/user/month~~ → $7/user/month

View this exclusive G2 deal

How Do G2 Users Rate Zoho CRM?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.8/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 8.6/10 (Category avg: 8.5/10)

Who Is the Company Behind Zoho CRM?

  • Seller: Zoho
  • Year Founded: 1996
  • HQ Location: Austin, TX
  • Twitter: @Zoho
    137,880 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30,913 employees on LinkedIn®
  • Phone: +1 (888) 900-9646

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 62% Small, 33% Medium

What Do G2 Reviewers Say About Zoho CRM?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive interface of Zoho CRM, making daily tasks easy and seamless to navigate.
  • Users appreciate the powerful AI features of Zoho CRM, enhancing sales, marketing, and customer support seamlessly.
  • Users appreciate the seamless integrations of Zoho CRM, enhancing collaboration between Marketing and Sales processes effectively.
  • Users appreciate the easy integrations in Zoho CRM, enhancing workflow efficiency and simplifying customer management.
  • Users appreciate the flexibility and ease of lead management with Zoho CRM's extensive features and integrations.
Cons
  • Users experience a challenging learning curve with Zoho CRM, as advanced features can be confusing initially.
  • Users struggle with integration issues, finding the system inflexible and challenging to automate with non-Zoho tools.
  • Users find limited features in Zoho CRM restrict functionality, hindering integration and automation with other systems.
  • Users find Zoho CRM's complexity challenging for beginners, often struggling to locate features and navigate the system.
  • Users often face poor customer support with Zoho CRM, leading to frustration and challenges during critical tasks.

What Are Recent G2 Reviews of Zoho CRM?

What Are G2 Users Discussing About Zoho CRM?

DocSend

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.

Average Rating: 4.6/5.0

Total Reviews: 561

How Do G2 Users Rate DocSend?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 6.1/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 6.7/10 (Category avg: 8.5/10)

Who Is the Company Behind DocSend?

  • Seller: Dropbox
  • Company Website:
  • Year Founded: 2007
  • HQ Location: San Francisco, California
  • Twitter: @Dropbox
    3,279,477 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,183 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 76% Small, 21% Medium

What Do G2 Reviewers Say About DocSend?

AI-generated summary from verified user reviews

Pros
  • Users praise DocSend for its ease of use, making document sharing and tracking simple and efficient.
  • Users value the visibility and tracking features of DocSend, enhancing document sharing and strategic decision-making.
  • Users appreciate the visibility and analytics DocSend provides, enhancing collaboration and document sharing for better insights.
  • Users value the robust security features of DocSend, ensuring safe document sharing with detailed engagement insights.
  • Users value the easy sharing of DocSend, which provides visibility and control over document engagement and professionalism.
Cons
  • Users find DocSend to be expensive, especially when managing multiple clients and requiring multiple user seats.
  • Users find the app functionality lacking, facing issues like slow loading, mobile optimization, and limited file type support.
  • Users find DocSend lacking features, such as advanced analytics and mobile optimization, limiting its overall effectiveness.
  • Users feel that DocSend's limited customization options restrict flexibility and adaptability for diverse marketing needs.
  • Users express concerns about high and fluctuating pricing for DocSend, affecting accessibility and overall affordability.

What Are Recent G2 Reviews of DocSend?

What Are G2 Users Discussing About DocSend?

Kontentino

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 into a single structured workflow — replacing scattered emails and endless feedback loops with clarity, speed, and control. Approvals without the friction Clients review and approve posts through a clean interface. No login required. Fewer misunderstandings, faster sign-offs, stronger relationships. Real collaboration, in real time Copywriters, designers, managers, and clients work together in one place. No version confusion, no lost feedback threads. Multi-brand, multi-channel clarity Manage dozens of brands and profiles from one calendar. Always know what's scheduled, what needs approval, and what's going live next. Publish and measure, all in one place Autopublish to Facebook, Instagram, LinkedIn, TikTok, and more. Then track performance with visual reports that actually make sense. AI that works the way you do Smart AI features for content creation and localization - built into your workflow, not bolted on. Backed by real human support when you need it. Support from real people, fast When you need help, a real person responds. Quickly. Kontentino support team knows the product and social media landscape, and always aims to solves problems. Built for agencies managing multiple clients, and in-house teams who can't afford messy processes. Kontentino scales with you — from a handful of profiles to a full portfolio.

Average Rating: 4.6/5.0

Total Reviews: 383

How Do G2 Users Rate Kontentino?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)

Who Is the Company Behind Kontentino?

  • Seller: Kontentino
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Bratislava, Slovakia
  • Twitter: @Kontentino
    582 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Social Media Manager, CEO
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 69% Small, 16% Medium

What Do G2 Reviewers Say About Kontentino?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Kontentino, which simplifies social media management and enhances workflow efficiency.
  • Users rave about Kontentino's exceptional customer service, noting their responsiveness and willingness to help effectively.
  • Users value the clear calendar view in Kontentino, facilitating easy scheduling and collaboration for social media planning.
  • Users value the efficient content creation process in Kontentino, streamlining collaboration across multiple stakeholders and channels.
  • Users value the post scheduling feature of Kontentino, appreciating its efficiency and collaborative capabilities for social media management.
Cons
  • Users find Kontentino's pricing too high compared to competitors, which may limit accessibility for some.
  • Users experience performance issues with Kontentino, particularly with slow loading times for visuals and multiple profiles.
  • Users find scheduling issues with TikTok and PDF uploads limiting Kontentino's effectiveness for social media management.
  • Users find the lack of advanced analytics in Kontentino limiting compared to larger enterprise tools.
  • Users find Kontentino's social media limitations frustrating, especially regarding analytics and the inability to schedule PDFs.

What Are Recent G2 Reviews of Kontentino?

Dock

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 customer lifecycle, offering: - Digital sales rooms - Customer onboarding & client portals - Content management - Learning management (courses & playbooks) - AI Enablement Agent that guide reps in real time - AI Documents for generating personalized customer documents - Sales order forms & CPQ - HubSpot and Salesforce CRM integrations and automations

Average Rating: 4.6/5.0

Total Reviews: 452

How Do G2 Users Rate Dock?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 6.9/10 (Category avg: 8.1/10)
  • Versioning: 8.2/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Dock?

  • Seller: Dock
  • Year Founded: 2021
  • HQ Location: San Francisco, California
  • Twitter: @Dock_us
    582 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Executive, Enterprise Account Executive
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 36% Medium, 33% Small

What Do G2 Reviewers Say About Dock?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Dock, finding it intuitive and highly customizable for both internal and external needs.
  • Users appreciate the easy setup of Dock, enabling a smooth start and efficient usage for their sales organization.
  • Users find Dock to be a helpful portal for streamlining project management and enhancing client success.
  • Users highlight the easy setup of Dock, which enhances usability and professionalism for their sales organization.
  • Users value the centralized platform of Dock, enhancing project alignment and streamlining client communication effectively.
Cons
  • Users feel the product has limited customization options, affecting layout and integration capabilities for their specific needs.
  • Users desire missing features like workspace restoration, enhanced interaction, and email customization for improved functionality.
  • Users express frustration over the missing functionality in Dock, particularly for streamlined communication and onboarding processes.
  • Users face integration issues with Dock, particularly with embedding and working around limitations in automation features.
  • Users find the learning curve challenging, requiring time and effort to grasp Dock's functionalities effectively.

What Are Recent G2 Reviews of Dock?

What Are G2 Users Discussing About Dock?

Vendasta AI Platform

From small agency to enterprise, Vendasta is the AI customer acquisition and engagement platform for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. That single platform covers the whole arc of the work. Find and close new clients, give each one a client portal carrying your brand, resell the products and services you sell from a built-in marketplace, and bill for all of it. Fewer tools to pay for, fewer logins for your clients, and one place to see what's working — instead of a CRM here, a marketing automation tool there, and a spreadsheet holding it together. Underneath sits the data local businesses actually run on: reputation management and review activity, local listings, social media and email marketing, website and campaign performance, and every customer conversation in a shared inbox. Because that data lives in one system rather than scattered across vendors, anything acting on it is working from real context. That's what makes the AI employees work. Vendasta turns complex data and instructions into easy-to-manage AI employees — AI agents configured for specific roles — that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. These AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it's lead capture, automating customer communication, or managing content, the AI employees have you covered. Vendasta is a SOC 2 Type 2 attested organization committed to maintaining strong security and data privacy standards. Visit our Trust Center at trust.vendasta.com to access security documentation, compliance certifications, and data privacy information.

Average Rating: 4.5/5.0

Total Reviews: 541

How Do G2 Users Rate Vendasta AI Platform?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 10.0/10 (Category avg: 8.1/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Vendasta AI Platform?

  • Seller: Vendasta
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Saskatchewan
  • Twitter: @Vendasta
    3,930 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    740 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Management Consulting
  • Company Size: 84% Small, 11% Medium

What Do G2 Reviewers Say About Vendasta AI Platform?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional customer support of Vendasta AI Platform, enhancing onboarding and ongoing assistance effectively.
  • Users appreciate the ease of use of the Vendasta AI Platform, which simplifies marketing tasks and enhances efficiency.
  • Users highly value the outstanding customer support from Vendasta, appreciating quick responses and a positive, validating attitude.
  • Users love the comprehensive tools and AI services within Vendasta AI Platform, streamlining their marketing and support needs.
  • Users value the time-saving efficiency of Vendasta AI, transforming manual tasks into automated solutions effortlessly.
Cons
  • Users face a challenging learning curve due to complex integrations and automations that hinder user experience.
  • Users find the limited features of Vendasta AI Platform restrict their usage and complicate the overall experience.
  • Users find the difficult learning curve challenging, often needing extensive support to navigate the platform effectively.
  • Users find missing features and limited capabilities hinder the Vendasta AI Platform's effectiveness and usability.
  • Users find the complexity of Vendasta AI Platform concerning, often struggling with setups and integrations impacting performance.

What Are Recent G2 Reviews of Vendasta AI Platform?

What Are G2 Users Discussing About Vendasta AI Platform?

Moxo

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 old way relies on scattered emails and manual follow-ups; the Moxo way keeps every step clear, connected, and accountable. We put human actions and decisions at the center of workflows, while AI and automation clear the manual work behind the scenes. By connecting people, systems, and AI, Moxo drives the right actions, from the right people, at the right time —whether it’s client onboarding, multi-party approvals, or ongoing account management. Business teams can eliminate bottlenecks, reduce drop-offs, and keep critical milestones moving forward. Trusted by leading global enterprises across financial services, consulting, legal, and healthcare, Moxo is the smarter way to orchestrate mission-critical workflows with confidence.

Average Rating: 4.5/5.0

Total Reviews: 192

How Do G2 Users Rate Moxo?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.8/10 (Category avg: 8.1/10)
  • Versioning: 8.5/10 (Category avg: 8.1/10)
  • Feedback: 8.8/10 (Category avg: 8.5/10)

Who Is the Company Behind Moxo?

  • Seller: Moxo
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Cupertino, CA
  • Twitter: @PoweredByMoxo
    10,432 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    220 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, CEO
  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 80% Small, 18% Medium

What Do G2 Reviewers Say About Moxo?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Moxo, finding the interface extremely user-friendly and efficient for their needs.
  • Users appreciate the outstanding customer support from Moxo, enhancing their experience and efficiency with the platform.
  • Users find Moxo's team collaboration features effective, making task assignments and communication seamless and integrated.
  • Users value Moxo for its responsive support and effective solutions in managing client communication and project tasks.
  • Users value the effective communication capabilities of Moxo, enhancing collaboration and streamlining client interactions.
Cons
  • Users note a lack of essential features in Moxo, such as client portal simulations and advanced notification controls.
  • Users note the limited features of Moxo, wishing for more control and better integration options.
  • Users find Moxo lacking features, such as missing client portal simulation and limited notification controls.
  • Users find limited customization in Moxo, lacking key features like client portal simulation and enhanced notification control.
  • Users experience integration issues with Moxo, wishing for improved automation and calendar syncing features.

What Are Recent G2 Reviews of Moxo?

What Are G2 Users Discussing About Moxo?

Tresorit

Tresorit is a secure content collaboration platform designed to help individuals and organizations store, sync, and share sensitive information while prioritizing privacy. This comprehensive solution integrates encrypted storage, file sharing, collaboration tools, data rooms, and e-signatures into a single product family. Trusted by thousands of organizations worldwide, Tresorit is part of Swiss Post and serves as a privacy-first alternative to mainstream cloud tools, particularly for teams managing confidential files, regulated data, or client-facing work. At the heart of Tresorit is its commitment to zero-knowledge, end-to-end encryption. This means that files are encrypted on the user's device before being uploaded, and the encryption keys remain inaccessible to Tresorit itself. As a result, the platform cannot read customer content, ensuring that sensitive information remains protected even in the event of infrastructure compromise. Tresorit's cryptographic design choices are specifically intended to prevent data leakage through content matching or server-side visibility, providing users with peace of mind regarding their data security. Tresorit SecureCloud serves as an encrypted workspace that facilitates both internal collaboration and external exchanges. It supports secure file storage, syncing, and team collaboration while maintaining user-friendly workflows. The platform offers personal and business plans, with personal use functioning as an encrypted vault for sensitive documents and business use providing a secure workspace that emphasizes IT control, governance, and collaboration. This dual approach caters to a wide range of users, from individuals to large organizations. The Tresorit Drive experience allows users to access encrypted content through familiar interfaces such as Windows File Explorer and macOS Finder. This feature includes “cloud-only” access, which prevents the need to store all files locally, thus enhancing efficiency while maintaining centralized control. Administrators have the capability to take action if a device is lost or compromised, such as revoking access and unlinking the device to mitigate risks. For secure external sharing, Tresorit FileSharing offers robust access control features. Users can protect sharing links with expiration rules, passwords, watermarks, and restrictions on downloading or printing, all while benefiting from detailed activity tracking and auditing. Additionally, Tresorit integrates seamlessly into email workflows like Outlook and Gmail, helping to minimize the risks associated with sending sensitive attachments. For structured client collaboration, Tresorit Engage provides customizable, encrypted data rooms that support ongoing projects, role-based access control, and granular permissions, making it particularly useful for industries such as legal, finance, and consulting. Tresorit also enhances its offerings with Tresorit eSign, which combines document signing with encrypted file handling, supporting EU-qualified electronic signatures for high-trust workflows. Tresorit Email Encryption allows users to send encrypted emails directly from Outlook, ensuring secure communication without imposing complex setups on recipients. On the compliance front, Tresorit boasts strong security validation and certifications, including ISO 27001:2022 and Common Criteria EAL4+, while also supporting compliance with frameworks like GDPR and HIPAA. With data residency options across multiple regions, organizations can align their storage locations with legal and governance requirements, further solidifying Tresorit's position as a trusted solution for secure content collaboration.

Average Rating: 4.5/5.0

Total Reviews: 262

How Do G2 Users Rate Tresorit?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.4/10)

Who Is the Company Behind Tresorit?

  • Seller: Tresorit
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Zurich, Zurich
  • Twitter: @Tresorit
    7,446 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    147 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Manager
  • Top Industries: Information Technology and Services, Non-Profit Organization Management
  • Company Size: 83% Small, 14% Medium

What Do G2 Reviewers Say About Tresorit?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Tresorit, finding it easy to manage and secure sensitive files.
  • Users appreciate Tresorit for its strong security features, enabling safe handling and sharing of sensitive files effortlessly.
  • Users appreciate the easy file sharing capabilities of Tresorit, enhancing collaboration without cumbersome email exchanges.
  • Users appreciate the secure sharing capabilities of Tresorit, allowing private information to be shared without hassle.
  • Users appreciate the ironclad security of Tresorit, enjoying peace of mind with end-to-end encryption and zero-knowledge design.
Cons
  • Users find the access limitations of Tresorit frustrating, hindering file management and collaborative editing experiences.
  • Users acknowledge that Tresorit is expensive, particularly impacting smaller teams and solo practitioners with limited budgets.
  • Users find file management cumbersome, with difficulties in organizing, renaming, and navigating through directories.
  • Users experience syncing issues with Tresorit, leading to inconsistent file visibility and slower performance across platforms.
  • Users face file sharing issues with Tresorit, including visibility problems and slower performance compared to alternatives.

What Are Recent G2 Reviews of Tresorit?

What Are G2 Users Discussing About Tresorit?

vcita

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all.

Average Rating: 4.5/5.0

Total Reviews: 80

How Do G2 Users Rate vcita?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.9/10 (Category avg: 8.1/10)
  • Versioning: 7.7/10 (Category avg: 8.1/10)
  • Feedback: 7.6/10 (Category avg: 8.5/10)

Who Is the Company Behind vcita?

  • Seller: vcita
  • Year Founded: 2010
  • HQ Location: St. Petersburg Florida
  • Twitter: @vCita
    1,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    139 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Alternative Medicine, Marketing and Advertising
  • Company Size: 88% Small, 12% Medium

What Do G2 Reviewers Say About vcita?

AI-generated summary from verified user reviews

Pros
  • Users find vcita's ease of use exceptional, benefiting from seamless integrations and automated features that enhance productivity.
  • Users love the automated reminders and bookings, making client management seamless and efficient for their businesses.
  • Users commend the exceptional customer support from vcita, providing quick assistance and helpful solutions for their needs.
  • Users appreciate the seamless integration capabilities of vcita, enhancing client interaction and streamlining business management.
  • Users value the seamless integration options of vcita, enhancing client interaction and streamlining business operations.
Cons
  • Users face integration issues with vcita, particularly with Google Calendar syncing and availability inaccuracies.
  • Users express frustration over missing features like partial refunds, limited uploads, and costly adjustments to templates.
  • Users find vcita expensive, facing additional costs for basic adjustments and limitations on document uploads.
  • Users find the lack of integration with other services frustrating, leading to disjointed workflows and inefficiencies.
  • Users report linking issues with vcita, resulting in syncing problems and miscommunication with other platforms.

What Are Recent G2 Reviews of vcita?

What Are G2 Users Discussing About vcita?

SuiteDash

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, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Average Rating: 4.8/5.0

Total Reviews: 608

How Do G2 Users Rate SuiteDash?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.4/10 (Category avg: 8.1/10)
  • Versioning: 8.9/10 (Category avg: 8.1/10)
  • Feedback: 9.4/10 (Category avg: 8.5/10)

Who Is the Company Behind SuiteDash?

  • Seller: SuiteDash
  • Year Founded: 2012
  • HQ Location: Research Triangle Park, NC
  • Twitter: @SuiteDash
    1,174 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 98% Small, 1% Medium

What Do G2 Reviewers Say About SuiteDash?

AI-generated summary from verified user reviews

Pros
  • Users love the extensive features of SuiteDash, appreciating its integration and comprehensive capabilities for streamlining business operations.
  • Users appreciate the responsive customer support of SuiteDash, feeling it provides a partnership that enhances their experience.
  • Users appreciate the easy setup of SuiteDash, making it an ideal choice for daily business management.
  • Users love the automation features of SuiteDash, enabling streamlined daily operations and improved workflow integration.
  • Users appreciate the high level of customization in SuiteDash, allowing tailored solutions for unique business needs.
Cons
  • Users find the learning curve steep, requiring time to fully understand and utilize the platform's capabilities.
  • Users note a steep learning curve, requiring time and patience to fully grasp SuiteDash's extensive features.
  • Users report a learning difficulty due to complexity and time needed to master SuiteDash features and processes.
  • Users find the complex setup of SuiteDash challenging initially, but appreciate its extensive customization options.
  • Users express a desire for more limited customization options in SuiteDash, finding the current tools complicated and restrictive.

What Are Recent G2 Reviews of SuiteDash?

What Are G2 Users Discussing About SuiteDash?

Rocketlane

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 focus on recording work, Rocketlane accelerates it through a connected system that unifies the entire front and back office. The platform brings together project delivery, resource management, time tracking, billing, and financial operations alongside collaboration capabilities such as Spaces, real-time chat, a modern client portal, Sheets for structured data, and a powerful Custom Apps framework that lets teams model any workflow inside Rocketlane. Everything lives in a single ecosystem, eliminating tool sprawl and fragmented data that slows down services teams. At the core of this is Nitro, Rocketlane's agentic execution layer: a network of intelligent AI agents that execute real delivery tasks, automate setup, manage workflows, detect risks, enforce governance, and continuously learn from patterns across the organization. This shift unlocks faster go-lives, better utilization, proactive issue detection, consistent delivery quality, and a level of operational resilience that was previously impossible. Over 650 companies, including Retool, Coursera, Postman, Intercom, Glean, AuditBoard, Vercel, Sprinklr, Worldpay, Grafana, OpenGov, and Outreach trust Rocketlane to run their mission-critical delivery processes. Customers across SaaS, services, and consulting use Rocketlane to shorten onboarding timelines, reduce escalations, improve forecasting accuracy, and accelerate moving from booked to consumed revenue. Founded in 2020, headquartered in the US, and operating globally with teams across India and the UK, Rocketlane is backed by leading investors, including Nexus Venture Partners and 8VC. The company’s rapid growth reflects strong market confidence in its category-defining vision for Agentic PSA.

Average Rating: 4.7/5.0

Total Reviews: 848

How Do G2 Users Rate Rocketlane?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.8/10 (Category avg: 8.1/10)
  • Versioning: 9.4/10 (Category avg: 8.1/10)
  • Feedback: 9.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Rocketlane?

  • Seller: Rocketlane Corp
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Walnut, US
  • Twitter: @RocketlaneHQ
    1,470 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    310 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Customer Success Manager, Software Engineer
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Medium, 27% Small

What Do G2 Reviewers Say About Rocketlane?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the extensive features of Rocketlane, streamlining onboarding and implementation for effective project management.
  • Users find Rocketlane's interface to be extremely user-friendly, allowing for quick report generation and easy customization.
  • Users value the streamlined project management and client collaboration features of Rocketlane, enhancing organization and efficiency.
  • Users value the easy project tracking in Rocketlane, enhancing organization, visibility, and client collaboration effortlessly.
  • Users appreciate the effective task management in Rocketlane, enjoying seamless onboarding and streamlined project setups.
Cons
  • Users are frustrated by the missing features in Rocketlane, hindering effective customer health monitoring and experience.
  • Users experience slow performance with Rocketlane, especially as project complexity and data entry grow.
  • Users face significant filtering issues and bugs, complicating their experience with Rocketlane's project management capabilities.
  • Users find the learning curve steep, requiring dedicated resources and understanding for successful implementation and use.
  • Users find limited customization in reporting features, impacting their ability to adapt the tool to specific needs.

What Are Recent G2 Reviews of Rocketlane?

What Are G2 Users Discussing About Rocketlane?

Clinked

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 file-sharing links, or disconnected tools. Instead of hunting through inboxes for the latest document, approval, or update, everyone works from the same branded workspace with access to the information relevant to them. Used by organisations across professional services, legal, finance, healthcare, government organisations and other high-trust industries, Clinked helps businesses manage sensitive documents, client communication, projects, and approvals in a secure environment. Whether you're onboarding clients, managing ongoing projects, coordinating due diligence, or sharing confidential information, Clinked brings files, conversations, tasks, and updates together in a single location. Organisations can choose from a range of solutions, including a branded client portal, a fully customised portal experience, or a virtual data room designed for confidential transactions and document-heavy projects. This flexibility allows teams to create an experience that matches both their workflow and their clients' expectations. One of Clinked's defining features is its extensive white-label capability. Businesses can customise portals with their own logos, colours, domains, email templates, and branding elements, creating an experience that feels like a natural extension of their company. Clients interact with your brand, not a third-party platform. Branded mobile apps for iOS and Android further extend that experience beyond the desktop. Clinked is built around reducing the friction that often comes with client work. Instead of sharing files through email, discussing them in separate chat tools, and tracking progress elsewhere, teams can manage documents, conversations, tasks, approvals, events, and project activity in one place. Activity feeds and dashboards provide visibility into what has changed, while task management tools help teams assign responsibilities, track progress, and keep projects moving forward. Document management is a core strength of the platform. Teams can organize files with granular permission controls, version tracking, audit trails, approvals, and secure sharing. Users can quickly find information through intelligent search tools and structured workspaces, while document previews, annotations, and comments make collaboration easier without requiring downloads or lengthy email exchanges. Security remains central to everything Clinked offers. The platform is ISO 27001 certified and protects data through bank-grade encryption, detailed permission controls, two-factor authentication, audit logs, and secure infrastructure. These safeguards make it well suited for organizations handling confidential information, regulated data, or client records where visibility and accountability matter. Clinked also connects with widely used business tools including Zapier, Google Workspace, Microsoft 365, DocuSign, Jotform, and many other third-party applications. Through integrations, APIs, and automation capabilities, organizations can connect Clinked to existing workflows while keeping client-facing collaboration in a secure, branded environment. For organizations looking to reduce email dependency, improve visibility across projects, and provide a more professional experience for clients, Clinked offers a practical alternative to juggling multiple systems. It combines secure document management, communication, project coordination, and branding flexibility in a single platform designed around how modern client work actually happens.

Average Rating: 4.8/5.0

Total Reviews: 143

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How Do G2 Users Rate Clinked?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.1/10 (Category avg: 8.1/10)
  • Versioning: 9.1/10 (Category avg: 8.1/10)
  • Feedback: 9.4/10 (Category avg: 8.5/10)

Who Is the Company Behind Clinked?

  • Seller: Clinked
  • Year Founded: 2008
  • HQ Location: Cambridge, UK
  • Twitter: @clinked
    1,295 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 66% Small, 25% Medium

What Do G2 Reviewers Say About Clinked?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Clinked, finding it quick and simple for document sharing with clients.
  • Users value the easy collaboration features of Clinked, enhancing organization and streamlining communication across projects.
  • Users value the seamless team collaboration in Clinked, enhancing communication and project management efficiency.
  • Users value the ease of document sharing in Clinked, finding it quick and efficient for client interactions.
  • Users value the all-in-one functionality of Clinked, streamlining project management and enhancing client communication effectively.
Cons
  • Users find the limited customization options in Clinked restrict their ability to personalize their workspaces effectively.
  • Users find the learning curve steep, requiring extra time and support to become comfortable with Clinked's functionalities.
  • Users find the missing features in Clinked, such as enhanced chat and email syncing, limit its all-in-one potential.
  • Users face integration issues with Clinked, though prompt customer support helps mitigate some challenges.
  • Users identify limited features in Clinked's mobile app compared to the desktop version, impacting task management on the go.

What Are Recent G2 Reviews of Clinked?

What Are G2 Users Discussing About Clinked?

Knack

Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates.

Average Rating: 4.3/5.0

Total Reviews: 111

How Do G2 Users Rate Knack?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.5/10 (Category avg: 8.1/10)
  • Versioning: 0.8/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Knack?

  • Seller: Knack
  • Year Founded: 2010
  • HQ Location: New York, NY
  • Twitter: @knackhq
    1,923 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    89 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Information Technology and Services
  • Company Size: 57% Small, 31% Medium

What Do G2 Reviewers Say About Knack?

AI-generated summary from verified user reviews

Pros
  • Users value Knack for its user-friendliness, making it accessible even for those with basic coding knowledge.
  • Users love Knack's intuitive interface, making app development quick and easy without the complexities of Excel.
  • Users appreciate the quick responses from customer support, enhancing their overall experience with Knack.
  • Users find Knack's ease of learning impressive, enjoying intuitive design and quick onboarding support to get started.
  • Users value Knack's simplicity, finding it easy to configure and user-friendly for various tasks.
Cons
  • Users find the missing features like duplicate removal and user field limitations very challenging and frustrating.
  • Users find limited customization options in Knack, making it challenging to manage larger apps and enhance layouts.
  • Users find feature limitations in Knack, including issues with duplicate removal, page organization, and performance in advanced applications.
  • Users find the limited features of Knack hinder customization and integration with advanced analytics tools.
  • Users encounter feature issues with Knack, such as limited developer tools and inadequate filtering for page management.

What Are Recent G2 Reviews of Knack?

What Are G2 Users Discussing About Knack?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024