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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 to ensure you get the right product.

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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.
71 Client Portal Products Available
View all Client Portal Software
View all Client Portal Software
SuiteDash
(595)4.8 out of 5
9th Easiest To Use in Client Portal software
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 2% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • SuiteDash is a business solution that includes project management, business automation, and a newsletter system, among other features.
    • Users like the all-in-one functionality of SuiteDash, praising its intuitive interface, client portal, automation features, and the ability to white-label the platform, which enhances their business's professionalism and efficiency.
    • Reviewers experienced a steep learning curve with SuiteDash, noting that it can be overwhelming to understand the multiple tools and that it requires time investment for knowledge acquisition.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    8.9
    Versioning
    Average: 8.1
    9.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SuiteDash
    Year Founded
    2012
    HQ Location
    Research Triangle Park, NC
    Twitter
    @SuiteDash
    1,181 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 2% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • SuiteDash is a business solution that includes project management, business automation, and a newsletter system, among other features.
  • Users like the all-in-one functionality of SuiteDash, praising its intuitive interface, client portal, automation features, and the ability to white-label the platform, which enhances their business's professionalism and efficiency.
  • Reviewers experienced a steep learning curve with SuiteDash, noting that it can be overwhelming to understand the multiple tools and that it requires time investment for knowledge acquisition.
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: 8.0
8.9
Versioning
Average: 8.1
9.4
Feedback
Average: 8.4
Seller Details
Seller
SuiteDash
Year Founded
2012
HQ Location
Research Triangle Park, NC
Twitter
@SuiteDash
1,181 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Aligned
(1,058)4.7 out of 5
1st Easiest To Use in Client Portal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 45% Small-Business
    • 43% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a sales and customer engagement platform that provides a structured and organized pipeline, customizable templates, and engagement analytics for sales teams and buyers.
    • Reviewers frequently mention the ease of use, the ability to consolidate all prospect materials in one place, and the valuable engagement analytics that show stakeholder interaction.
    • Reviewers noted some initial difficulties with room setup, a desire for more customization options, and occasional issues with backend settings and analytics.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aligned features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    7.3
    Billing and Invoicing
    Average: 8.0
    8.3
    Versioning
    Average: 8.1
    8.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    5 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 45% Small-Business
  • 43% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a sales and customer engagement platform that provides a structured and organized pipeline, customizable templates, and engagement analytics for sales teams and buyers.
  • Reviewers frequently mention the ease of use, the ability to consolidate all prospect materials in one place, and the valuable engagement analytics that show stakeholder interaction.
  • Reviewers noted some initial difficulties with room setup, a desire for more customization options, and occasional issues with backend settings and analytics.
Aligned features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
7.3
Billing and Invoicing
Average: 8.0
8.3
Versioning
Average: 8.1
8.7
Feedback
Average: 8.4
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
5 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
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Softr
(673)4.7 out of 5
13th Easiest To Use in Client Portal software
View top Consulting Services for Softr
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Softr is a no-code platform that allows users to build complex interactions between databases and automatic reports, create user login options, and customize the design of their applications.
    • Reviewers like the platform's ease of use, its ability to integrate with various databases such as Airtable and Google Sheets, and the regular addition of new features.
    • Reviewers noted some limitations in terms of database quantity, issues with mobile app usability, and a need for more detailed tutorials and better customer support.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    7.5
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Softr
    Company Website
    Year Founded
    2020
    HQ Location
    Berlin, DE
    Twitter
    @softr_io
    15,470 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    69 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Softr is a no-code platform that allows users to build complex interactions between databases and automatic reports, create user login options, and customize the design of their applications.
  • Reviewers like the platform's ease of use, its ability to integrate with various databases such as Airtable and Google Sheets, and the regular addition of new features.
  • Reviewers noted some limitations in terms of database quantity, issues with mobile app usability, and a need for more detailed tutorials and better customer support.
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: 8.0
7.5
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Softr
Company Website
Year Founded
2020
HQ Location
Berlin, DE
Twitter
@softr_io
15,470 Twitter followers
LinkedIn® Page
www.linkedin.com
69 employees on LinkedIn®
trumpet
(1,076)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Trumpet is a customizable digital sales room tool that allows sales representatives to personalize their approach to each buyer, enhancing engagement and streamlining the sales cycle.
    • Users like Trumpet's user-friendly interface, its ability to centralize content and tasks, and its insightful tracking of buyer activity, which aids in identifying strong leads and understanding buyer engagement.
    • Reviewers experienced some difficulties with Trumpet, such as issues with creating mutual action plans, confusion when trying to place certain things on specific pages, and challenges with the intuitiveness of the template builder.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    8.3
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    trumpet
    Company Website
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    66 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Trumpet is a customizable digital sales room tool that allows sales representatives to personalize their approach to each buyer, enhancing engagement and streamlining the sales cycle.
  • Users like Trumpet's user-friendly interface, its ability to centralize content and tasks, and its insightful tracking of buyer activity, which aids in identifying strong leads and understanding buyer engagement.
  • Reviewers experienced some difficulties with Trumpet, such as issues with creating mutual action plans, confusion when trying to place certain things on specific pages, and challenges with the intuitiveness of the template builder.
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: 8.0
8.3
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
trumpet
Company Website
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
66 employees on LinkedIn®
Assembly
(300)4.8 out of 5
3rd Easiest To Use in Client Portal software
View top Consulting Services for Assembly
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • Founder
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 92% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Assembly is a platform for managing CRM, offering a centralized place for employees to access company apps, integrate third-party applications, and manage client interactions.
    • Reviewers like the user-friendly interface, the ability to customize the platform to their specific business needs, and the seamless integration with other software like Stripe, Airtable, and HubSpot.
    • Users reported issues with the mobile app performance, limited customization options, and a lack of certain features such as advanced automation and reporting capabilities.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    7.8
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Assembly
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    54,328 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • Founder
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 92% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Assembly is a platform for managing CRM, offering a centralized place for employees to access company apps, integrate third-party applications, and manage client interactions.
  • Reviewers like the user-friendly interface, the ability to customize the platform to their specific business needs, and the seamless integration with other software like Stripe, Airtable, and HubSpot.
  • Users reported issues with the mobile app performance, limited customization options, and a lack of certain features such as advanced automation and reporting capabilities.
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: 8.0
7.8
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
Assembly
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
54,328 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Zoho CRM
(2,884)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
    • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
    • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    8.6
    Versioning
    Average: 8.1
    8.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    137,088 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
  • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
  • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
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: 8.0
8.6
Versioning
Average: 8.1
8.6
Feedback
Average: 8.4
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
137,088 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
Dock
(436)4.7 out of 5
7th Easiest To Use in Client Portal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 c

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 35% Mid-Market
    • 33% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Dock is a collaborative platform that streamlines the sales process by centralizing resources, tracking client engagement, and facilitating project management.
    • Reviewers frequently mention Dock's ease of use, its ability to centralize resources, and its positive impact on project management and client engagement.
    • Reviewers noted some issues with Dock's formatting capabilities, occasional slow performance, and a desire for more integrations with other platforms.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    6.9
    Billing and Invoicing
    Average: 8.0
    8.2
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dock
    Year Founded
    2021
    HQ Location
    San Francisco, California
    Twitter
    @Dock_us
    585 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 c

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 35% Mid-Market
  • 33% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Dock is a collaborative platform that streamlines the sales process by centralizing resources, tracking client engagement, and facilitating project management.
  • Reviewers frequently mention Dock's ease of use, its ability to centralize resources, and its positive impact on project management and client engagement.
  • Reviewers noted some issues with Dock's formatting capabilities, occasional slow performance, and a desire for more integrations with other platforms.
Dock features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
6.9
Billing and Invoicing
Average: 8.0
8.2
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Dock
Year Founded
2021
HQ Location
San Francisco, California
Twitter
@Dock_us
585 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
Moxo
(194)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Client Portal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • Director
    • CEO
    Industries
    • Financial Services
    • Marketing and Advertising
    Market Segment
    • 80% Small-Business
    • 18% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    8.5
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,683 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    231 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • Director
  • CEO
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: 8.0
8.5
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
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
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
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,683 Twitter followers
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
Clinked
(147)4.8 out of 5
2nd Easiest To Use in Client Portal software
Entry Level Price:Starting at $194.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clinked is a secure, cloud-based client portal and collaboration solution designed to streamline communication and file sharing for teams, project groups, and business clients within a protected envir

    Users
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Small-Business
    • 24% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clinked is a client portal designed for secure collaboration with stakeholders, offering features such as document storage, task management, event tracking, and structured communication.
    • Reviewers appreciate Clinked's intuitive interface, efficient file and document management, comprehensive task and project management features, and the ability to customize the portal to reflect their brand.
    • Reviewers mentioned limitations in customization options, particularly regarding file structure and task management, challenges with scalability and licensing restrictions, and complexity in the configuration of the app.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clinked features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.4
    9.1
    Billing and Invoicing
    Average: 8.0
    9.1
    Versioning
    Average: 8.1
    9.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clinked
    Company Website
    Year Founded
    2008
    HQ Location
    Cambridge, UK
    Twitter
    @clinked
    1,296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clinked is a secure, cloud-based client portal and collaboration solution designed to streamline communication and file sharing for teams, project groups, and business clients within a protected envir

Users
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Small-Business
  • 24% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clinked is a client portal designed for secure collaboration with stakeholders, offering features such as document storage, task management, event tracking, and structured communication.
  • Reviewers appreciate Clinked's intuitive interface, efficient file and document management, comprehensive task and project management features, and the ability to customize the portal to reflect their brand.
  • Reviewers mentioned limitations in customization options, particularly regarding file structure and task management, challenges with scalability and licensing restrictions, and complexity in the configuration of the app.
Clinked features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.4
9.1
Billing and Invoicing
Average: 8.0
9.1
Versioning
Average: 8.1
9.4
Feedback
Average: 8.4
Seller Details
Seller
Clinked
Company Website
Year Founded
2008
HQ Location
Cambridge, UK
Twitter
@clinked
1,296 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Recapped.io
(179)4.6 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    8.4
    Versioning
    Average: 8.1
    8.4
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Recapped.io
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    180 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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: 8.0
8.4
Versioning
Average: 8.1
8.4
Feedback
Average: 8.4
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
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
Seller Details
Seller
Recapped.io
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
180 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Jahia DXP
(610)4.4 out of 5
Optimized for quick response
12th Easiest To Use in Client Portal software
Entry Level Price:Starting at $1,800.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jahia is a content management system (CMS) and digital experience platform (DXP) designed to assist organizations in creating modern websites and portals. This robust solution is particularly well-sui

    Users
    • Product Owner
    • Business Analyst
    Industries
    • Insurance
    • Information Technology and Services
    Market Segment
    • 33% Enterprise
    • 32% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    8.3
    Versioning
    Average: 8.1
    8.6
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Steve A.
    SA
    Jahia was one of several "top of class" CMS products we reviewed when migrating from our old platform. The platform itself was a bright point with... Read review
    Timothe M.
    TM
    Highly flexible and modular → ideal for complex enterprise needs like multisite management and personalization. User-friendly for both marketers... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jahia
    Company Website
    Year Founded
    2002
    HQ Location
    Geneva, Switzerland
    Twitter
    @Jahia
    5,756 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jahia is a content management system (CMS) and digital experience platform (DXP) designed to assist organizations in creating modern websites and portals. This robust solution is particularly well-sui

Users
  • Product Owner
  • Business Analyst
Industries
  • Insurance
  • Information Technology and Services
Market Segment
  • 33% Enterprise
  • 32% 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: 8.0
8.3
Versioning
Average: 8.1
8.6
Feedback
Average: 8.4
Steve A.
SA
Jahia was one of several "top of class" CMS products we reviewed when migrating from our old platform. The platform itself was a bright point with... Read review
Timothe M.
TM
Highly flexible and modular → ideal for complex enterprise needs like multisite management and personalization. User-friendly for both marketers... Read review
Seller Details
Seller
Jahia
Company Website
Year Founded
2002
HQ Location
Geneva, Switzerland
Twitter
@Jahia
5,756 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
Ahsuite
(97)4.8 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    7.9
    Versioning
    Average: 8.1
    9.3
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ahsuite Inc
    Year Founded
    2021
    HQ Location
    Glendale, US
    Twitter
    @ahsuite
    26 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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: 8.0
7.9
Versioning
Average: 8.1
9.3
Feedback
Average: 8.4
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
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
Seller Details
Seller
Ahsuite Inc
Year Founded
2021
HQ Location
Glendale, US
Twitter
@ahsuite
26 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
FuseBase
(106)4.7 out of 5
10th Easiest To Use in Client Portal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    9.4
    Versioning
    Average: 8.1
    9.8
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • 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
    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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nimbus Web Inc
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,798 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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: 8.0
9.4
Versioning
Average: 8.1
9.8
Feedback
Average: 8.4
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
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
Seller Details
Seller
Nimbus Web Inc
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,798 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Rocketlane
(791)4.7 out of 5
Optimized for quick response
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that allows users to track progress, generate reports, and manage tasks and subtasks.
    • Users like the ease of use, the ability to link tasks with Jira tickets, the AI note taker feature, the helpful support team, and the range of features offered, including automation and integrations with other tools.
    • Users reported issues with the inability to apply half-day leaves, time-consuming calendar selection, slow mobile response time, outdated UI, numerous bugs, confusing 'apply to subtask' filter option, lack of a full admin audit log, inability to forward emails from outside to Rocketlane, tricky templating, lack of integrations with common tools like GSuite, learning curve for advanced configurations and reporting options, slow response times, and lacking reporting capabilities.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • 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: 8.0
    9.4
    Versioning
    Average: 8.1
    9.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,396 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    226 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that allows users to track progress, generate reports, and manage tasks and subtasks.
  • Users like the ease of use, the ability to link tasks with Jira tickets, the AI note taker feature, the helpful support team, and the range of features offered, including automation and integrations with other tools.
  • Users reported issues with the inability to apply half-day leaves, time-consuming calendar selection, slow mobile response time, outdated UI, numerous bugs, confusing 'apply to subtask' filter option, lack of a full admin audit log, inability to forward emails from outside to Rocketlane, tricky templating, lack of integrations with common tools like GSuite, learning curve for advanced configurations and reporting options, slow response times, and lacking reporting capabilities.
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: 8.0
9.4
Versioning
Average: 8.1
9.7
Feedback
Average: 8.4
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,396 Twitter followers
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
Vendasta AI Platform
(472)4.5 out of 5
Entry Level Price:$99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bil

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Management Consulting
    Market Segment
    • 85% Small-Business
    • 10% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vendasta AI Platform is a tool designed to manage clients and businesses, providing features such as white-labeled reports, listings management, reputation monitoring, client dashboards, and automated prospect audits.
    • Users frequently mention the platform's ease of use, robust AI features, and excellent customer support, highlighting its ability to streamline workflows and provide valuable insights.
    • Reviewers noted that the platform can feel complex and overwhelming for new users due to the depth of features available, and some have experienced occasional bugs and issues with navigation.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vendasta AI Platform features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    10.0
    Billing and Invoicing
    Average: 8.0
    10.0
    Versioning
    Average: 8.1
    10.0
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vendasta
    Company Website
    Year Founded
    2008
    HQ Location
    Saskatchewan
    Twitter
    @Vendasta
    3,931 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    758 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bil

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Management Consulting
Market Segment
  • 85% Small-Business
  • 10% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vendasta AI Platform is a tool designed to manage clients and businesses, providing features such as white-labeled reports, listings management, reputation monitoring, client dashboards, and automated prospect audits.
  • Users frequently mention the platform's ease of use, robust AI features, and excellent customer support, highlighting its ability to streamline workflows and provide valuable insights.
  • Reviewers noted that the platform can feel complex and overwhelming for new users due to the depth of features available, and some have experienced occasional bugs and issues with navigation.
Vendasta AI Platform features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
10.0
Billing and Invoicing
Average: 8.0
10.0
Versioning
Average: 8.1
10.0
Feedback
Average: 8.4
Seller Details
Seller
Vendasta
Company Website
Year Founded
2008
HQ Location
Saskatchewan
Twitter
@Vendasta
3,931 Twitter followers
LinkedIn® Page
www.linkedin.com
758 employees on LinkedIn®