# Top Free Client Portal Software - Page 2 Check out our list of free Client Portal Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features. If you'd like to see more products and to evaluate additional feature options, compare all [Client Portal Software](https://www.g2.com/categories/client-portal) to ensure you get the right product. ## View Free Client Portal Software G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies). **79** Client Portal Products Available View all [Client Portal Software](https://www.g2.com/categories/client-portal) View all [Client Portal Software](https://www.g2.com/categories/client-portal) ### [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) [By Vendasta](https://www.g2.com/sellers/vendasta) [ (537)4.5 out of 5 ](https://www.g2.com/products/vendasta-ai-platform/reviews#reviews "Read Vendasta AI Platform Reviews") Product Description 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:** 84% Small-Business, 10% Mid-Market User SentimentHow are these determined? Users frequently mention the platform's ability to save time and energy by automating repetitive tasks, providing high-quality marketing content, and offering a variety of tools under one platform. Users reported issues with the platform's overwhelming number of features, lack of deep advanced marketing analytics, and the need for more payment method options. Year Founded 2008 HQ Location Saskatchewan Company Website https://www.vendasta.com Twitter @Vendasta LinkedIn® Page https://www.linkedin.com/company/203666/ ### [Tresorit](https://www.g2.com/products/tresorit/reviews) [By Tresorit](https://www.g2.com/sellers/tresorit) [ (260)4.5 out of 5 ](https://www.g2.com/products/tresorit/reviews#reviews "Read Tresorit Reviews") Product Description 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 **Users:** CEO, Manager · **Industries:** Information Technology and Services, Non-Profit Organization Management · **Market Segment:** 84% Small-Business, 15% Mid-Market ![Yaswanth S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Yaswanth S.") YS Files are encrypted on your device before they reach the cloud, so only you hold the keys. we can protect the liks with passwords, set expiration...[Read review](https://www.g2.com/products/tresorit/reviews/tresorit-review-12640561) FT Treaorit demonstrates top notch security measures, and only the authorized has access to users files The program has friendly privacy protection...[Read review](https://www.g2.com/products/tresorit/reviews/tresorit-review-12679347) Year Founded 2011 HQ Location Zurich, Zurich Company Website https://tresorit.com Twitter @Tresorit LinkedIn® Page https://www.linkedin.com/company/2449399/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [LaunchBay](https://www.g2.com/products/launchbay/reviews) [By LaunchBay](https://www.g2.com/sellers/launchbay) [ (58)4.7 out of 5 ](https://www.g2.com/products/launchbay/reviews#reviews "Read LaunchBay Reviews") Product Description LaunchBay is the client experience platform for B2B service providers, agencies, and software companies that want to deliver a best-in-class customer experience without having to hire more staff or ad **Industries:** Marketing and Advertising · **Market Segment:** 98% Small-Business, 2% Mid-Market ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") AM The upside of motion is that it serves as a project management tool with a built-in data collection facility, making it easier and more efficient...[Read review](https://www.g2.com/products/launchbay/reviews/launchbay-review-11745924) RH I love that it is incredibly intuitive to use, I had templates and automations set up in a heartbeat when I started, and then continued to refine...[Read review](https://www.g2.com/products/launchbay/reviews/launchbay-review-12267072) Year Founded 2022 HQ Location Boulder , US Company Website https://launchbay.com/ LinkedIn® Page https://www.linkedin.com/company/launchbaysoftware/ ### [SuperOkay](https://www.g2.com/products/superokay/reviews) [By SuperOkay](https://www.g2.com/sellers/superokay) [ (44)4.6 out of 5 ](https://www.g2.com/products/superokay/reviews#reviews "Read SuperOkay Reviews") Product Description SuperOkay offers freelancers, agencies, and service providers, an easy-to-use white-labeled dashboard where you and your client could keep all the important project information, docs, apps, files, and **Industries:** Marketing and Advertising, Design · **Market Segment:** 93% Small-Business ![Emiliano L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Emiliano L.") EL I am very happy with SuperOkay. I have been using it for 2 months with three clients to see how they interact. These three clients have a...[Read review](https://www.g2.com/products/superokay/reviews/superokay-review-6579991) Year Founded 2018 HQ Location London, GB Company Website https://superokay.com/ Twitter @ThisIsSuperOkay LinkedIn® Page https://www.linkedin.com/company/getsuperokay/ ### [Valuecase](https://www.g2.com/products/valuecase/reviews) [By Valuecase](https://www.g2.com/sellers/valuecase) [ (72)4.8 out of 5 ](https://www.g2.com/products/valuecase/reviews#reviews "Read Valuecase Reviews") Product Description Valuecase is the best way to collaborate with your B2B customers – built to shorten the time it takes to close and onboard a new customer. It replaces email chains, manual task lists, and clunky Shar **Users:** Customer Success Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 51% Small-Business, 46% Mid-Market LK Value Case helps us a lot in our daily work. New spaces can be set up in seconds and the creation of templates is also very intuitive and quick....[Read review](https://www.g2.com/products/valuecase/reviews/valuecase-review-8404489) ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Easy to use and great for self-exploration. It’s a big help for staying in contact with our prospects, even when we’re not on a call or...[Read review](https://www.g2.com/products/valuecase/reviews/valuecase-review-13084544) Year Founded 2021 HQ Location Hamburg, DE Company Website https://www.valuecase.de/ LinkedIn® Page https://www.linkedin.com/company/valuecase/about ### [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) [By Dropbox](https://www.g2.com/sellers/dropbox) [ (589)4.6 out of 5 ](https://www.g2.com/products/dropbox-docsend/reviews#reviews "Read DocSend Reviews") Product Description 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 sec **Users:** CEO, Founder · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 76% Small-Business, 21% Mid-Market User SentimentHow are these determined? Reviewers appreciate DocSend's real-time tracking, detailed viewer analytics, and secure access controls, which provide valuable insights for follow-ups and decision-making, as well as its seamless integration with email and CRM tools. Reviewers mentioned that DocSend's mobile experience can feel limited, the pricing for smaller teams can be high, and some advanced features are only available on higher-tier plans, which can limit flexibility. Year Founded 2007 HQ Location San Francisco, California Company Website https://www.dropbox.com/ Twitter @Dropbox LinkedIn® Page https://www.linkedin.com/company/167251/ Ownership NASDAQ: DBX Phone 855-237-6726 ### [GUIDEcx](https://www.g2.com/products/guidecx/reviews) [By GuideCX](https://www.g2.com/sellers/guidecx) [ (461)4.6 out of 5 ](https://www.g2.com/products/guidecx/reviews#reviews "Read GUIDEcx Reviews") Product Description GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding proje **Users:** Project Manager, Implementation Manager · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 52% Mid-Market, 39% Small-Business IC GuideCX has allowed us to segment the types of projects we need to manage easily. We rely on GuideCX to onboard our customers, as well as manage on...[Read review](https://www.g2.com/products/guidecx/reviews/guidecx-review-9122567) MP GUIDEcx takes the traditional project management software and gives it rocket fuel to make it useful for both company and the customer. The ability...[Read review](https://www.g2.com/products/guidecx/reviews/guidecx-review-9171537) Year Founded 2017 HQ Location Lehi, Utah Company Website https://www.guidecx.com Twitter @guidecx LinkedIn® Page https://www.linkedin.com/company/18377311/ ### [Hubflo](https://www.g2.com/products/hubflo/reviews) [By Hubflo](https://www.g2.com/sellers/hubflo) [ (36)4.7 out of 5 ](https://www.g2.com/products/hubflo/reviews#reviews "Read Hubflo Reviews") Product Description Hubflo is a next-generation client portal that is specifically built for service businesses that want to make operations more efficient and provide a frictionless client experience. Hubflo is built to **Industries:** Marketing and Advertising, Consulting · **Market Segment:** 94% Small-Business, 3% Mid-Market CG Since integrating Hubflo at Deltinfo, we’ve seen several concrete benefits: All-in-one portal 🤝 Centralizes estimates, invoices, documents and...[Read review](https://www.g2.com/products/hubflo/reviews/hubflo-review-11302118) ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") AH We were able to setup a client portal as we desired and Vishal was a wonderful support throughout. HubFlo was user friendly for both us, in the...[Read review](https://www.g2.com/products/hubflo/reviews/hubflo-review-12453038) Year Founded 2022 HQ Location Paris 8e Arrondissement, FR Company Website https://www.hubflo.com/ Twitter @hubflo\_app LinkedIn® Page https://www.linkedin.com/company/hubflo ### [Flowlu](https://www.g2.com/products/flowlu/reviews) [By Cloud22](https://www.g2.com/sellers/cloud22) [ (200)4.7 out of 5 ](https://www.g2.com/products/flowlu/reviews#reviews "Read Flowlu Reviews") Product Description Flowlu is a cloud-based business management platform designed to help teams plan, track, and optimize their work in a single, centralized workspace. It provides a suite of tools for project management **Users:** CEO, Owner · **Industries:** Marketing and Advertising, Information Technology and Services · **Market Segment:** 90% Small-Business, 9% Mid-Market ![Margo Morgan H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Margo Morgan H.") MH CRM Team collaboration, integration, work flow set up.[Read review](https://www.g2.com/products/flowlu/reviews/flowlu-review-4828643) ![Rupesh P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rupesh P.") RP Easy to use and pricing is the excellent[Read review](https://www.g2.com/products/flowlu/reviews/flowlu-review-5241672) Year Founded 2016 HQ Location Dubai Company Website https://www.flowlu.com Twitter @Flowlusoft LinkedIn® Page https://www.linkedin.com/company/flowlu ### [Enablix](https://www.g2.com/products/enablix/reviews) [By Enablix](https://www.g2.com/sellers/enablix) [ (347)4.7 out of 5 ](https://www.g2.com/products/enablix/reviews#reviews "Read Enablix Reviews") Product Description Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i **Users:** Account Executive, Product Marketing Manager · **Industries:** Computer Software, Financial Services · **Market Segment:** 68% Mid-Market, 16% Enterprise User SentimentHow are these determined? Users frequently mention the efficient content discovery ability, the ease of navigation, the ability to track document access, and the seamless integration with Salesforce as key benefits of Enablix. Users mentioned issues with the time-consuming process of tagging keywords, difficulties in accessing links, occasional loss of searches during navigation, and a mobile version that is not very user-friendly. Year Founded 2017 HQ Location Ashburn, VA Company Website https://www.enablix.com Twitter @enablix LinkedIn® Page https://www.linkedin.com/company/9254174/ ### [vcita](https://www.g2.com/products/vcita/reviews) [By vcita](https://www.g2.com/sellers/vcita) [ (81)4.5 out of 5 ](https://www.g2.com/products/vcita/reviews#reviews "Read vcita Reviews") Product Description 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 **Industries:** Marketing and Advertising, Alternative Medicine · **Market Segment:** 86% Small-Business, 11% Mid-Market SJ We decided to give vcita a chance within our infrastructure and the result was pleasant because it gave us a hand in billing processes, making them...[Read review](https://www.g2.com/products/vcita/reviews/vcita-review-4559894) ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") CE There are so many facets to what is offered by Vcita. All the pieces fit together so well, from CRM to invoicing to campaigns, it is a seamless...[Read review](https://www.g2.com/products/vcita/reviews/vcita-review-8115682) Year Founded 2010 HQ Location St. Petersburg Florida Company Website https://www.vcita.com/ Twitter @vCita LinkedIn® Page https://www.linkedin.com/company/1816111/ ### [Along](https://www.g2.com/products/along/reviews) [By Along](https://www.g2.com/sellers/along) [ (60)4.9 out of 5 ](https://www.g2.com/products/along/reviews#reviews "Read Along Reviews") Product Description Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Pl **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 78% Small-Business, 22% Mid-Market ![Rajesh B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rajesh B.") RB User-Friendly Interface : I am really concerned about the UI and along is very simple User-Friendly Interface. Enhanced Collaboration: The...[Read review](https://www.g2.com/products/along/reviews/along-review-10929959) ![Radhika N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Radhika N.") RN At first, I didn’t understand the product, but after exploring and asking many questions before purchasing, the team—especially Fred—was very...[Read review](https://www.g2.com/products/along/reviews/along-review-10945371) Year Founded 2022 HQ Location Berlin, DE Company Website https://www.alongspace.com LinkedIn® Page https://www.linkedin.com/company/alongtechnology/ ### [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews) [By Ideagen](https://www.g2.com/sellers/ideagen) [ (142)4.2 out of 5 ](https://www.g2.com/products/ideagen-collaboration-portal/reviews#reviews "Read Ideagen Collaboration Portal Reviews") Product Description Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in h **Industries:** Non-Profit Organization Management, Government Administration · **Market Segment:** 42% Small-Business, 32% Enterprise ![Verified User in Higher Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Higher Education") UH Easy to use. Speedy way to transfer files. Quick to set up and pretty hassle free.[Read review](https://www.g2.com/products/ideagen-collaboration-portal/reviews/ideagen-collaboration-portal-review-331812) MG Huddle provides excellent tools and features for maintaining communication and sharing information and documents among teammates and with...[Read review](https://www.g2.com/products/ideagen-collaboration-portal/reviews/ideagen-collaboration-portal-review-4553475) Year Founded 2000 HQ Location Ruddington, Nottingham Company Website https://www.ideagen.com/ Twitter @Ideagen\_ LinkedIn® Page https://www.linkedin.com/company/2280940 ### [Hudu](https://www.g2.com/products/hudu/reviews) [By Hudu](https://www.g2.com/sellers/hudu) [ (357)4.7 out of 5 ](https://www.g2.com/products/hudu/reviews#reviews "Read Hudu Reviews") Product Description Hudu is a comprehensive IT documentation platform designed to help organizations streamline their operations and improve team efficiency. It provides a centralized hub for storing critical documentati **Users:** Owner, Director · **Industries:** Information Technology and Services, Computer & Network Security · **Market Segment:** 70% Small-Business, 12% Mid-Market ![Joey W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joey W.") JW I find Hudu intuitive and feature-rich, which are big pluses for me. It's also inexpensive, making it a cost-effective solution. I appreciate how...[Read review](https://www.g2.com/products/hudu/reviews/hudu-review-9113713) PW Not only is Hudu VERY user friendly, it has a killer development team that actually listens to their community. It is constantly being optimized...[Read review](https://www.g2.com/products/hudu/reviews/hudu-review-12114908) Year Founded 2018 HQ Location Fort Collins, Colorado Company Website https://hudu.com/ Twitter @HuduHQ LinkedIn® Page https://www.linkedin.com/company/hudu-technologies/ ### [Profi](https://www.g2.com/products/profi/reviews) [By Profi](https://www.g2.com/sellers/profi) [ (74)4.7 out of 5 ](https://www.g2.com/products/profi/reviews#reviews "Read Profi Reviews") Product Description Profi is an all-in-one operating platform for professional service providers incl. coaches, consultants, trainers, therapists, and others. Built for professional service providers, Profi helps you ea **Industries:** Marketing and Advertising, Professional Training & Coaching · **Market Segment:** 85% Small-Business, 14% Mid-Market ![Alena B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alena B.") AB I really love the scheduling features like minimum notice period, booking frequency restrictions, and others! Previously I could only get those on...[Read review](https://www.g2.com/products/profi/reviews/profi-review-8662611) ![Ana G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ana G.") AG - Coaching sessions and training programs in one platform - Configurability - Flexible pricing - Excellent and quick support team[Read review](https://www.g2.com/products/profi/reviews/profi-review-8668631) Year Founded 2021 HQ Location Los Angeles, CA Company Website https://www.profi.io/ Twitter @Profi\_io LinkedIn® Page https://www.linkedin.com/company/profi-io/ [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. 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