Top Free Client Portal Software - Page 3

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)

Along

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 Plan) is used as a central guideline for all content as well as participants or other information of the deal. Using tracking and analytics, sales reps get completely new insights into the buyer behaviour and can better understand at which point they have to optimize or why prospects are churning. On top of that, the tool allows c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes.

Average Rating: 4.9/5.0

Total Reviews: 58

How Do G2 Users Rate Along?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.3/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 9.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Along?

  • Seller: Along
  • Year Founded: 2022
  • HQ Location: Berlin, DE
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Small, 22% Medium

What Do G2 Reviewers Say About Along?

AI-generated summary from verified user reviews

Pros
  • Users praise the excellent customer support, with timely onboarding assistance and effective query resolution.
  • Users value the centralization of Along, enhancing collaboration and effectiveness in managing their sales processes.
  • Users appreciate the enhanced visibility of engagement and communication with prospects, improving follow-ups and collaboration.
  • Users enjoy the real-time engagement insights from Along, enhancing their sales processes and improving follow-up effectiveness.
  • Users value the enhanced customer success features of Along, improving engagement and professional connectivity throughout the sales process.
Cons
  • Users express disappointment over missing features like more built-in templates and limited memory for uploads.
  • Users find difficult customization due to unflexible modules and limited options for colors, fonts, and video uploads.
  • Users find flexibility issues with limited customization options and constraints on video uploads from external tools.
  • Users are frustrated by limited features, including unflexible modules and insufficient upload capacity for larger files.
  • Users face upload issues due to limited file sizes and memory capacity for larger multimedia files.

What Are Recent G2 Reviews of Along?

Hub

HUB is a no-code employee intranet and knowledge management platform designed to empower HR, Marketing, and Internal Communications teams to create, launch, and manage an employee intranet independently, without the need for IT or developer support. This platform caters to organizations seeking to centralize company knowledge, enhance internal communication, and boost employee engagement while minimizing technical complexities for non-technical teams. The HUB platform is specifically built for non-technical users, allowing them to manage intranet content effortlessly. With its intuitive no-code page builder and content editor, HR and Communications teams can easily update information, manage user permissions, and introduce new sections without relying on IT. The average implementation timeline is streamlined to just 6–8 weeks, ensuring a quick transition to a fully functional intranet. User feedback highlights the platform's accessibility, with ratings of 88% for ease of setup and 89% for ease of use, showcasing its user-friendly design. HUB also distinguishes itself through its hands-on onboarding process. Each customer is assigned a dedicated onboarding team that guides them through the setup, content migration, and launch phases. This personalized support model has resulted in a remarkable 96% quality-of-support rating and a corresponding 96% customer retention rate, reflecting the platform's commitment to user satisfaction. This approach contrasts sharply with self-service models that often rely on webinars or automated chatbots, ensuring that users receive the assistance they need during critical implementation stages. As an alternative to traditional knowledge management solutions like Microsoft SharePoint, HUB has garnered positive feedback from its users. Independent G2 data shows HUB customers reporting higher satisfaction across every core usability metric compared to SharePoint customers, including ease of setup (88% vs. 73%), ease of use (89% vs. 78%), quality of support (96% vs. 79%), and likelihood to recommend (92% vs. 80%). These insights suggest that HUB not only meets the needs of its users but also excels in delivering a superior experience compared to its competitors. HUB's pricing model is another significant advantage, as it operates under a single, all-inclusive license with no feature tiers. This means that every customer has immediate access to the full suite of platform capabilities from day one, along with complimentary automatic upgrades throughout the duration of their contract. Additionally, HUB incorporates built-in AI features, such as an AI chatbot for employee self-service, AI-assisted content generation, and AI-powered content tagging to enhance internal search functionality. Hosted on ISO 27001-certified Google Cloud infrastructure, HUB also aligns with customers' environmental, social, and governance (ESG) goals, supporting sustainable practices through renewable-powered hosting and a partnership with One Tree Planted, which contributes to reforestation efforts with each implementation.

Average Rating: 4.5/5.0

Total Reviews: 117

How Do G2 Users Rate Hub?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 7.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Hub?

  • Seller: Pancentric Digital
  • Company Website:
  • Year Founded: 2003
  • HQ Location: London, England
  • Twitter: @pancentric
    2,220 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: HR Manager
  • Top Industries: Insurance, Hospital & Health Care
  • Company Size: 75% Medium, 15% Small

What Do G2 Reviewers Say About Hub?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Hub, appreciating its intuitive layout and responsive support team.
  • Users praise the excellent customer support of Hub, highlighting responsiveness and helpfulness in resolving issues efficiently.
  • Users value the high customization of Hub, enabling tailored solutions that evolve with their business needs.
  • Users value the user-friendly nature and versatile features of Hub, enhancing communication and allowing for global collaboration.
  • Users praise the user-friendly design and excellent support of HUB, enhancing internal communication and employee engagement.
Cons
  • Users find the limited customization options in Hub restrict enjoyable use, desiring more flexible templates and visuals.
  • Users find a lack of customization options in Hub, limiting personalization and engagement across the platform.
  • Users feel the layout issues are restrictive and create confusion with predetermined elements and titles.
  • Users find the limited functionality of HUB's integrations to restrict their overall experience and usability.
  • Users note the missing features in HUB, such as improved scheduling, custom prompts, and enhanced icon search.

What Are Recent G2 Reviews of Hub?

What Are G2 Users Discussing About Hub?

Uku

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

Average Rating: 4.7/5.0

Total Reviews: 109

How Do G2 Users Rate Uku?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.2/10 (Category avg: 8.1/10)
  • Versioning: 6.5/10 (Category avg: 8.1/10)
  • Feedback: 5.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Uku?

  • Seller: Getuku
  • Year Founded: 2017
  • HQ Location: Tallinn, EE
  • Twitter: @accountinguku
    48 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 72% Small, 27% Medium

What Do G2 Reviewers Say About Uku?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Uku, appreciating its intuitive design and flexible, customizable options.
  • Users appreciate how Uku provides effective task management, enhancing workflow organization and client agreement clarity.
  • Users find Uku's efficiency improvement invaluable for task management and time tracking, enhancing daily productivity.
  • Users find Uku to be a time-saving tool, streamlining tasks and enhancing productivity across their teams.
  • Users value the effective time tracking of Uku, enhancing productivity and optimizing team workflows effortlessly.
Cons
  • Users find task management challenging due to difficulties in tracking and scheduling recurring tasks effectively.
  • Users find the learning curve steep for recurring tasks in Uku, requiring time and effort to navigate.
  • Users find the difficult learning process with recurring tasks in Uku to be confusing and time-consuming.
  • Users find the limited functionality of Uku's mobile app frustrating compared to the more robust desktop experience.
  • Users experience task management issues with complex recurring tasks, leading to confusion and potential duplicates in scheduling.

What Are Recent G2 Reviews of Uku?

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Onehub

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.

Average Rating: 4.2/5.0

Total Reviews: 45

How Do G2 Users Rate Onehub?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.2/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 7.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Onehub?

  • Seller: Onehub
  • Year Founded: 2007
  • HQ Location: Seattle, WA
  • Twitter: @onehub
    530 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 56% Small, 29% Large

What Are Recent G2 Reviews of Onehub?

What Are G2 Users Discussing About Onehub?

SuiteFiles

SuiteFiles is an intelligent workspace solution specifically designed for professional service firms, aimed at streamlining the way teams manage their documents and client interactions. This comprehensive platform integrates essential functions such as document creation, review, approval, client collaboration, and digital signing into a single, cohesive system. By eliminating the need to juggle multiple folders, emails, and manual follow-ups, SuiteFiles provides a structured environment that enhances productivity and ensures efficient completion of work. The target audience for SuiteFiles encompasses a diverse range of professional service firms, including accounting firms, law firms, and consultancy agencies. These organizations often handle extensive documentation and require effective communication with clients. SuiteFiles addresses these challenges by creating a centralized workspace where all relevant documents, conversations, and approvals are easily accessible. This organization reduces the likelihood of important information being overlooked or lost, ultimately fostering better collaboration among team members and clients. Key features of SuiteFiles include seamless integration with widely-used tools such as Microsoft 365, Xero, Karbon, WorkflowMax, HubSpot, and QuickBooks Online. This compatibility allows firms to enhance their existing tech stack rather than complicate it with additional software. By connecting these tools, SuiteFiles helps create a more efficient workflow, enabling users to manage their tasks and client interactions without the hassle of switching between different applications. The platform’s ability to consolidate various functions into one interface simplifies the user experience and promotes a more streamlined approach to document management. The benefits of using SuiteFiles extend beyond mere organization; it empowers professional service firms to focus on their core competencies by minimizing busy work. With everything living in context, teams can spend less time chasing down documents or coordinating approvals and more time on delivering quality service to their clients. The platform promotes clarity and control, ensuring that all team members are aligned and that client confidence is maintained throughout the process. SuiteFiles is designed for firms that prioritize efficiency and client satisfaction. By providing an intelligent workspace that consolidates essential functions and integrates with existing tools, it enables professional service firms to work smarter, not harder, ultimately leading to more finished work and enhanced client relationships. This solution not only supports the operational needs of these firms but also contributes to a more collaborative and productive work environment.

Average Rating: 4.5/5.0

Total Reviews: 65

How Do G2 Users Rate SuiteFiles?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.0/10 (Category avg: 8.1/10)
  • Versioning: 8.8/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind SuiteFiles?

  • Seller: SuiteFiles
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Wellington, NZ
  • Twitter: @SuiteFiles
    681 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Accounting
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About SuiteFiles?

AI-generated summary from verified user reviews

Pros
  • Users find that SuiteFiles enhances document organization, streamlining collaboration and providing easy access to necessary information.
  • Users find SuiteFiles to be incredibly easy to use, streamlining workflows and enhancing collaboration effortlessly.
  • Users appreciate the centralization of documents in SuiteFiles, enhancing collaboration and efficiency for teams and clients.
  • Users value the efficient email filing in SuiteFiles, ensuring important communications are securely organized and easily accessible.
  • Users appreciate the quick and reliable customer support of SuiteFiles, enhancing their overall experience and efficiency.
Cons
  • Users find the accessibility issues of SuiteFiles can make document retrieval somewhat frustrating and cumbersome.
  • Users find the difficult learning curve challenging, impacting their ability to adapt quickly to SuiteFiles.
  • Users find the difficult navigation in SuiteFiles can be cumbersome when accessing documents, affecting overall efficiency.
  • Users find the document access to be a bit chunky, which can hinder their efficiency and ease of use.
  • Users find the access to documents can be a bit chunky, leading to a less smooth experience.

What Are Recent G2 Reviews of SuiteFiles?

Revver

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. New Revver users get unlimited storage and unlimited use of Revver AI Smart Suite in all license tiers. Designed for industries like finance, insurance, government, and manufacturing, Revver empowers teams to automate up to 80% of repetitive document processes—from intake to approval—boosting productivity and reducing manual effort. With Revver, businesses can: ✷ Organize and retrieve documents instantly through intelligent indexing and search powered by Smart Extract AI, capable of reading diverse file types including scans and handwritten forms. ✷ Automate workflows and approvals with no-code tools that route documents, assign tasks, and enforce compliance rules—helping teams work up to 70% faster than with manual systems. ✷ Share files securely through custom-branded client portals and encrypted email links, maintaining complete audit trails and permissions control. ✷ Simplify compliance with built-in retention schedules, legal holds, audit logs, and SOC 2 Type II and ISO 27001 certified infrastructure. ✷Accelerate signatures and forms with integrated eSignature and fillable form templates that eliminate third-party tools and versioning confusion. Accessible via any web browser or desktop app, Revver enables teams to collaborate securely from anywhere—backed by a U.S.-based customer success team and guided onboarding that delivers fast ROI, often within the first 90 days. With over 2 billion data points processed and 1 million+ workflows automated, Revver helps growing organizations turn their documents into a strategic advantage—working smarter, not harder.

Average Rating: 4.3/5.0

Total Reviews: 434

How Do G2 Users Rate Revver?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.0/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Revver?

  • Seller: Revver
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Lehi, UT
  • Twitter: @RevverDocs
    5,199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Accounting, Financial Services
  • Company Size: 61% Small, 33% Medium

What Do G2 Reviewers Say About Revver?

AI-generated summary from verified user reviews

Pros
  • Users love how Revver provides organized and searchable document management, enhancing collaboration and efficiency significantly.
  • Users appreciate the ease of use of Revver, enjoying seamless setup and organized document management for collaboration.
  • Users value the time efficiency of Revver, as it streamlines document organization and retrieval seamlessly.
  • Users praise Revver for its effective automation that streamlines workflows and simplifies document management tasks.
  • Users love the convenience of Revver, enjoying quick setup and effortless content management features that save time.
Cons
  • Users report that Revver can feel slow at times, especially with large files and mobile use.
  • Users experience slow performance with Revver, particularly when handling large files or using the mobile app.
  • Users face inefficient searching in Revver, requiring precise queries which complicate finding documents, especially in large repositories.
  • Users struggle with mobile app issues on Revver, including inefficiency and high costs for small businesses.
  • Users express concerns about mobile limitations in Revver, citing inefficiency and slow performance on devices.

What Are Recent G2 Reviews of Revver?

Ideagen Collaboration Portal

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 highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.7/10 (Category avg: 8.1/10)
  • Versioning: 8.2/10 (Category avg: 8.1/10)
  • Feedback: 7.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,445 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Government Administration
  • Company Size: 42% Small, 32% Large

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Ideagen Collaboration Portal enhances their experience and ensures swift implementation.
  • Users commend the exceptional customer support of Ideagen Collaboration Portal, ensuring responsiveness and satisfaction with services.
  • Users value the easy collaboration features of Ideagen Collaboration Portal, enhancing teamwork and project management efficiency.
  • Users find the easy setup of the Ideagen Collaboration Portal simplifies collaboration across diverse stakeholders and projects.
  • Users appreciate the solid security features of Ideagen Collaboration Portal, ensuring the safety of sensitive information.
Cons
  • Users are frustrated by hidden costs and difficult cancellation policies, leading to dissatisfaction with Ideagen Collaboration Portal.
  • Users find the difficult learning curve challenging, especially for those unfamiliar with computers and the interface.
  • Users report issues with inconsistent editing and performance in the Ideagen Collaboration Portal, affecting overall usability.
  • Users find the Ideagen Collaboration Portal expensive due to high charges for basic features and unreliable customer support.
  • Users experience inconvenience from frequent logins and limited mobile app functionality, hindering overall usability.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

CoordinateHQ

Built for teams that deliver client projects, CoordinateHQ is a client project management hub that helps service businesses grow while also delighting clients. It’s the best of both worlds: greater operational efficiency and a superior client experience.

Average Rating: 4.9/5.0

Total Reviews: 16

How Do G2 Users Rate CoordinateHQ?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.6/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind CoordinateHQ?

  • Seller: Coordinate
  • Year Founded: 2020
  • HQ Location: Redwood City, CA
  • Twitter: @coordinatehq
    113 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 94% Small, 6% Medium

What Are Recent G2 Reviews of CoordinateHQ?

Profi

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 easily streamline all operations and grow your business more efficiently. Trusted by 1000+ professionals, Profi allows you to: - Save 140 hours per year by automating busywork - Easily impress clients by providing a differentiating experience - Expand your business offerings You can use Profi as a solo provider, as a team of professionals, or as a business. Common use cases: - Schedule 1:1 and group coaching sessions with clients - Run sessions through built-in video conferencing tool or Zoom - Create and sell courses/programs - Track your clients' progress and engage them with forms - Charge membership or subscription fees - Get paid for sessions and other services through a unified billing system

Average Rating: 4.7/5.0

Total Reviews: 74

How Do G2 Users Rate Profi?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.1/10 (Category avg: 8.1/10)
  • Versioning: 8.5/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Profi?

  • Seller: Profi
  • Year Founded: 2021
  • HQ Location: Los Angeles, CA
  • Twitter: @Profi_io
    96 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Professional Training & Coaching
  • Company Size: 85% Small, 14% Medium

What Do G2 Reviewers Say About Profi?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Profi, highlighting its intuitive design and excellent support from the team.
  • Users commend the exceptional customer support from Profi, highlighting dedicated assistance and prompt responses during onboarding.
  • Users love the comprehensive features of Profi, including customizable coaching programs and outstanding support during onboarding.
  • Users praise the all-in-one solution of Profi, streamlining tools and enhancing management for coaching programs.
  • Users find Profi's interface intuitive, allowing easy navigation and seamless integration of various coaching tools and resources.
Cons
  • Users find the limited features of Profi frustrating, especially regarding branding and assessment customization.
  • Users report challenges due to the lack of telephone support, relying solely on email for assistance instead.
  • Users desire more customization options in Profi, feeling limited by the current branding and profile link setup.
  • Users find the lack of features like question re-ordering frustrating, but improvements are promised by support.
  • Users note limited customization options, wishing for more robust branding features despite appreciating the software's overall quality.

What Are Recent G2 Reviews of Profi?

What Are G2 Users Discussing About Profi?

GUIDEcx

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 projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Average Rating: 4.6/5.0

Total Reviews: 460

How Do G2 Users Rate GUIDEcx?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.9/10 (Category avg: 8.1/10)
  • Versioning: 8.0/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind GUIDEcx?

  • Seller: GuideCX
  • Year Founded: 2017
  • HQ Location: Lehi, Utah
  • Twitter: @guidecx
    173 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    52 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Implementation Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 52% Medium, 39% Small

What Do G2 Reviewers Say About GUIDEcx?

AI-generated summary from verified user reviews

Pros
  • Users commend how GUIDEcx enables seamless project management, enhancing onboarding efficiency and team communication.
  • Users commend the responsive customer support from GUIDEcx, which enhances their onboarding and project management experience.
  • Users highlight the effective team collaboration features of GUIDEcx, enhancing communication and project management effortlessly.
  • Users value the automation capabilities of GUIDEcx, significantly reducing administrative workload and enhancing client communication.
  • Users find GUIDEcx's ease of learning exceptional, allowing smooth navigation and quick mastery of the platform.
Cons
  • Users experience slow loading times that hinder navigation and overall user experience in GUIDEcx.
  • Users report glitches and hiccups in GUIDEcx, particularly with ticket creation and profile impersonation issues.
  • Users report experiencing glitches such as lag and unexpected logouts, affecting their workflow significantly.
  • Users note a steep learning curve with GUIDEcx that requires mental effort for initial setup and customization.
  • Users express concern over missing features currently available, leading to frustration about future updates and transparency.

What Are Recent G2 Reviews of GUIDEcx?

What Are G2 Users Discussing About GUIDEcx?

SuperOkay

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 assets in one place. If you’re doing marketing, design, or development for clients, this is the client portal you’ve been waiting for. Key Features: 💡White-labeled and Custom domain name 💡Embed the apps you already use (from Airtable to Trello, Figma, Miro, and many more) 💡Quick Links - the most important links your client needs to have at hand 💡Rich document editor with smart modules like Pricing Tables, interactive inputs, and more 💡Reusable blocks, Case Studies, and Team Bios to save time. Use cases: ✅ Gather information and docs from clients with our interactive briefs ✅ Manage and approve proposals for new work ✅ Send cost estimates and get them approved ✅ Get get feedback and approval on work ✅ Assign your clients action items so it’s clear what needs to be done to keep the project moving ✅ Share live reports and dashboards (Google Data Studio, Airtable) with Embedded Apps ✅ Create a knowledge base so your client knows how to address the most common questions they might have.

Average Rating: 4.6/5.0

Total Reviews: 44

How Do G2 Users Rate SuperOkay?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.7/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 8.9/10 (Category avg: 8.5/10)

Who Is the Company Behind SuperOkay?

  • Seller: SuperOkay
  • Year Founded: 2018
  • HQ Location: London, GB
  • Twitter: @ThisIsSuperOkay
    120 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Design
  • Company Size: 93% Small

What Do G2 Reviewers Say About SuperOkay?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SuperOkay, enjoying its intuitive interface for effective client collaboration.
  • Users value the quick and dedicated customer support of SuperOkay, enhancing their overall experience and satisfaction.
  • Users enjoy the sharing ease of SuperOkay, facilitating seamless collaboration and information updates with clients.
  • Users value the transparency of SuperOkay, enhancing communication and collaboration with clients through shared spaces.
  • Users love the intuitive and sleek interface of SuperOkay, enhancing organization and client communication significantly.
Cons
  • Users find the missing features like 2FA and survey functionality disappointing, affecting their overall experience with SuperOkay.
  • Users note the absence of mobile applications for SuperOkay, though the mobile functionality remains quite effective.
  • Users are frustrated with the slow loading and delays in feature updates, affecting overall usability and efficiency.
  • Users are frustrated with the slow performance of SuperOkay, particularly the lengthy development times for basic features.

What Are Recent G2 Reviews of SuperOkay?

What Are G2 Users Discussing About SuperOkay?

ProteusEngage

ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals faster, onboard clients with confidence, and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success. Teams using ProteusEngage report 40% faster onboarding, 25% shorter deal cycles, and a 30% boost in customer retention. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage turns complex B2B journeys into predictable, scalable growth—helping companies win and retain more business with less friction. What Makes ProteusEngage Different - Secure, Centralized, Client-Facing Workspaces B2B relationships demand an always-on, secure, and intelligent environment where collaboration and communication never stop. - Guided Experiences with Intelliflowz™ Every workspace includes a built-in co-pilot. PeriAssist™ guides users—clients, prospects, and teams—through each step with in-context cues, prompts, and nudges to drive clarity and momentum. - XFactor Automation with the Power of PeriAssit™ Trigger tasks, send nudges, log updates, and sync systems—automatically. PeriIntelligence™ powers smarter, faster workflows with 6x automation coverage across your customer journey. - Mutual Plans and SmartChecklists - CLI - SubCLI (internal or external) Turn talk into traction. Build mutual action plans and step-by-step checklists that align stakeholders, define ownership, and show clear progress—especially during onboarding, implementation, and renewals. - Integrated Account Coaching and Continuous Optimization Every account gets smarter over time. ProteusEngage provides built-in account coaching tools and usage feedback loops that help teams continuously improve their processes and customer experience. - Modular, Repeatable Workflows Deploy plug-and-play modules for onboarding, QBRs, renewals, and more. Scale proven best practices across teams and clients using flexible, customizable templates. - Real-Time, Two-Way Collaboration Centralize all communication—share files, capture input, confirm milestones, and keep everyone aligned—without endless email threads or status updates. - Deep Integrations to Eliminate Tool Fatigue Connect seamlessly to Salesforce, HubSpot, Microsoft Dynamics, Outlook, Gmail, Zoom, Slack, Teams, and more. Open REST API support makes custom integrations effortless. - Full Journey Visibility Gain real-time insight into engagement, milestones, and ownership. Track the full customer lifecycle—from initial deal to renewal—with clear accountability and outcomes. - Compliance-Ready by Design Built for regulated industries, with secure workspaces, detailed audit trails, permission-based access, and full support for SOC 2, HIPAA, and beyond. Where ProteusEngage Excels ProteusEngage unifies the entire customer journey—from first engagement to long-term growth—delivering clarity, alignment, and measurable impact at every step. Enterprise Sales & Buyer Enablement – Create shared digital deal rooms with key documents, Mutual Action Plans (MAPs), and aligned expectations to accelerate complex B2B deals. Sales Hand-Offs – Automate and personalize client kickoffs, ensuring a seamless transition from sales to delivery without losing momentum. Customer Onboarding – Streamline onboarding with dynamic workflows that reduce Time to Value (TTV) and ensure operational excellence. Customer Success – Manage renewals, QBRs, surveys, and touchpoints inside a single, client-facing workspace built for clarity and collaboration. Account Growth – Accelerate cross-sell and upsell efforts with focused, measurable growth plans embedded directly into your workflow.

Average Rating: 4.7/5.0

Total Reviews: 13

How Do G2 Users Rate ProteusEngage?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)

Who Is the Company Behind ProteusEngage?

  • Seller: Proteus
  • Year Founded: 1997
  • HQ Location: Lincoln, NE
  • Twitter: @proteus
    53 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 15% Medium

What Are Recent G2 Reviews of ProteusEngage?

What Are G2 Users Discussing About ProteusEngage?

Clustdoc

Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing data and files across multiple tools. With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform. Switching to Clustdoc you'll benefit from: • Streamlined document-centric processes • Better team collaboration & productivity • Enhanced security and compliance for your business • Processing times cut by up to 50% • Elevated customer experience and increased satisfaction Join Galileopartners, Deloitte, Stisi Group and 3,000+ others who use Clustdoc today. Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.

Average Rating: 3.7/5.0

Total Reviews: 12

How Do G2 Users Rate Clustdoc?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.4/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Clustdoc?

  • Seller: Clust
  • Year Founded: 2018
  • HQ Location: paris, ile-de france
  • LinkedIn® Page: fr.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 23% Large

What Do G2 Reviewers Say About Clustdoc?

AI-generated summary from verified user reviews

Pros
  • Users find Clustdoc to be a cost-effective solution for collecting information from multiple parties through forms.
  • Users value the affordability of form creation in Clustdoc, making it easy to gather information from others.
Cons
  • Users face access limitations with Clustdoc, often getting blocked from creating applications despite not hitting limits.
  • Users find Clustdoc to be unreliable and buggy, leading to significant maintenance and debugging challenges.
  • Users experience bug issues with Clustdoc, leading to reliability concerns and requiring constant maintenance and debugging.
  • Users report frequent bugs in Clustdoc, leading to unreliable performance and increased maintenance efforts.
  • Users highlight the complexity and unreliability of Clustdoc, leading to significant maintenance and debugging efforts.

What Are Recent G2 Reviews of Clustdoc?

DeskDirector

Optimize your business outcomes across your organization with DeskDirector’s all-in-one software. Fuel business success with advanced automation features, scalable workflows, custom forms designer, personalized portals, unique ticket grouping and other flexible capabilities. Consolidate operational workflows through integrations with Microsoft Power Automate, Teams and more. Use DeskDirector for all your MSP or internal teams, as SOP management software, as business processes management and more.

Average Rating: 4.4/5.0

Total Reviews: 11

How Do G2 Users Rate DeskDirector?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.6/10 (Category avg: 8.1/10)
  • Versioning: 7.8/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind DeskDirector?

  • Seller: DeskDirector
  • Year Founded: 2012
  • HQ Location: Auckland, Auckland
  • Twitter: @DeskDirector
    1,151 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 82% Small, 18% Medium

What Are Recent G2 Reviews of DeskDirector?

What Are G2 Users Discussing About DeskDirector?

Everleagues

EverLeagues is the communication and collaboration platform designed for client and customer-facing organizations. By combining multiple productivity tools into a single platform, EverLeagues makes it easier for teams to provide exceptional service while streamlining internal workflows. Built with front-end engagement in mind, EverLeagues ensures enterprise-grade security so you can rest assured while focusing on what matters – delivering results and building meaningful connections.

Average Rating: 4.3/5.0

Total Reviews: 10

How Do G2 Users Rate Everleagues?

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

Who Is the Company Behind Everleagues?

  • Seller: Everleagues
  • HQ Location: New York, New York
  • Twitter: @everleagues
    5 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 70% Small, 30% Medium

What Are Recent G2 Reviews of Everleagues?

What Are G2 Users Discussing About Everleagues?

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