# Top Free Client Portal Software - Page 3 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) ### [VobeSoft](https://www.g2.com/products/vobesoft/reviews) [By VobeSoft](https://www.g2.com/sellers/vobesoft) [ (43)4.6 out of 5 ](https://www.g2.com/products/vobesoft/reviews#reviews "Read VobeSoft Reviews") Product Description VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has dat **Industries:** Insurance, Financial Services · **Market Segment:** 60% Small-Business, 37% Mid-Market ![Michael S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael S.") MS very user-friendly. fast service and likes to think along in solutions[Read review](https://www.g2.com/products/vobesoft/reviews/vobesoft-review-5337379) JD It's very flexible and cost-efficient. Nothing more to say.[Read review](https://www.g2.com/products/vobesoft/reviews/vobesoft-review-7494607) Year Founded 2011 HQ Location s-Hertogenbosch, North Brabant Company Website https://www.vobesoft.com LinkedIn® Page https://www.linkedin.com/company/vobesoft/ ### [Onehub](https://www.g2.com/products/onehub/reviews) [By Onehub](https://www.g2.com/sellers/onehub) [ (45)4.2 out of 5 ](https://www.g2.com/products/onehub/reviews#reviews "Read Onehub Reviews") Product Description 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 contr **Industries:** Financial Services · **Market Segment:** 56% Small-Business, 29% Enterprise ![Verified User in Information Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Services") AI Easy to use and has all the functionality I need for a great price.[Read review](https://www.g2.com/products/onehub/reviews/onehub-review-4755639) ![Tomer L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tomer L.") TL It's easy and clear to use, very easy to share and collaborate, super secured[Read review](https://www.g2.com/products/onehub/reviews/onehub-review-4757080) Year Founded 2007 HQ Location Seattle, WA Company Website https://onehub.com Twitter @onehub LinkedIn® Page https://www.linkedin.com/company/230763/ [![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) ### [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews) [By SuiteFiles](https://www.g2.com/sellers/suitefiles) [ (59)4.5 out of 5 ](https://www.g2.com/products/suitefiles-suitefiles/reviews#reviews "Read SuiteFiles Reviews") Product Description 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 comprehen **Industries:** Accounting · **Market Segment:** 93% Small-Business, 7% Mid-Market JG We were already using a cloud based document management system however Suitefiles has greater functionality for what we needed. Document signing...[Read review](https://www.g2.com/products/suitefiles-suitefiles/reviews/suitefiles-review-8389448) ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA The integration with Xero Practice Manager is briliant, enabling documents to be saved to an XPM job, merge fields into templates. Document signing...[Read review](https://www.g2.com/products/suitefiles-suitefiles/reviews/suitefiles-review-9214131) Year Founded 2012 HQ Location Wellington, NZ Company Website https://www.suitefiles.com/ Twitter @SuiteFiles LinkedIn® Page https://www.linkedin.com/company/suitefiles/ ### [Uku](https://www.g2.com/products/uku/reviews) [By Getuku](https://www.g2.com/sellers/getuku) [ (108)4.7 out of 5 ](https://www.g2.com/products/uku/reviews#reviews "Read Uku Reviews") Product Description 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 workflo **Users:** Accountant · **Industries:** Accounting, Financial Services · **Market Segment:** 71% Small-Business, 27% Mid-Market ![Margarita L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Margarita L.") ML I like the modern look, good accessibility and user convenience. It is easy to use and integrate with other accounting softwares.[Read review](https://www.g2.com/products/uku/reviews/uku-review-9811904) KL My team leader asked me to track my working time, how long it takes and what I have done. I googelded different places where to track my time and I...[Read review](https://www.g2.com/products/uku/reviews/uku-review-10190264) Year Founded 2017 HQ Location Tallinn, EE Company Website https://www.getuku.com Twitter @accountinguku LinkedIn® Page https://www.linkedin.com/company/getuku/ ### [Wayfront](https://www.g2.com/products/wayfront/reviews) [By Wayfront](https://www.g2.com/sellers/wayfront) [ (20)4.7 out of 5 ](https://www.g2.com/products/wayfront/reviews#reviews "Read Wayfront Reviews") Product Description For digital marketing, SEO, and content agencies that want to streamline operations and grow revenue, Wayfront is the complete agency platform that unifies client management, project delivery, billing **Users:** Founder · **Industries:** Marketing and Advertising · **Market Segment:** 95% Small-Business, 5% Mid-Market ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") AT The UI is self-explanatory and was able to setup a Sergice, associated Order Entry process for my clients. A free tier to try different things is...[Read review](https://www.g2.com/products/wayfront/reviews/wayfront-review-5179908) Year Founded 2014 HQ Location Remote, OO Company Website https://wayfront.com/ Twitter @WayfrontHQ LinkedIn® Page https://www.linkedin.com/company/wayfront/ ### [CoordinateHQ](https://www.g2.com/products/coordinatehq/reviews) [By Coordinate](https://www.g2.com/sellers/coordinate) [ (16)4.9 out of 5 ](https://www.g2.com/products/coordinatehq/reviews#reviews "Read CoordinateHQ Reviews") Product Description 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 op **Market Segment:** 94% Small-Business, 6% Mid-Market ![Becky L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Becky L.") BL Coordinate's deep integration with Zapier and their white-glove service has been a game change for me. I am able to process and complete double the...[Read review](https://www.g2.com/products/coordinatehq/reviews/coordinatehq-review-8529353) ![Hannah C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Hannah C.") HC Love the customer service, Even when there is seemingly not a way to change something rick always finds a way to customize the portal so that it...[Read review](https://www.g2.com/products/coordinatehq/reviews/coordinatehq-review-9226182) Year Founded 2020 HQ Location Redwood City, CA Company Website https://coordinatehq.com/ Twitter @coordinatehq LinkedIn® Page https://www.linkedin.com/company/coordinatehq/ ### [ProteusEngage](https://www.g2.com/products/proteus-proteusengage/reviews) [By Proteus](https://www.g2.com/sellers/proteus) [ (13)4.7 out of 5 ](https://www.g2.com/products/proteus-proteusengage/reviews#reviews "Read ProteusEngage Reviews") Product Description 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 enga **Market Segment:** 69% Small-Business, 15% Enterprise ![Verified User in Food & Beverages](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Food & Beverages") UF Intuitive interface and easy to access information[Read review](https://www.g2.com/products/proteus-proteusengage/reviews/proteusengage-review-4368462) ![Randall J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Randall J.") RJ The ability to record short videos, keep track of the progress with the relationships, share whats been done with additions to the workspace, and...[Read review](https://www.g2.com/products/proteus-proteusengage/reviews/proteusengage-review-4369152) Year Founded 1997 HQ Location Lincoln, NE Company Website https://www.proteus.co Twitter @proteus LinkedIn® Page https://www.linkedin.com/company/proteus.co/ ### [Formaloo](https://www.g2.com/products/formaloo/reviews) [By Formaloo](https://www.g2.com/sellers/formaloo) [ (196)4.6 out of 5 ](https://www.g2.com/products/formaloo/reviews#reviews "Read Formaloo Reviews") Product Description Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever. Formaloo is the world’s leading free form builder and no-code plat **Users:** Director, Founder · **Industries:** Marketing and Advertising, Information Technology and Services · **Market Segment:** 85% Small-Business, 9% Mid-Market User SentimentHow are these determined? Reviewers frequently mention the ease of use, the ability to customize forms for different purposes, the organization of responses, and the standout feature of offline form submission combined with built-in GDPR consent tracking. Reviewers noted that some of the more advanced options, like conditional logic and workflow settings, take a little time to understand, the reporting section could offer more customization options, and the German-language interface is incomplete. Year Founded 2020 HQ Location Toronto, CA Company Website https://formaloo.com Twitter @formaloo LinkedIn® Page https://www.linkedin.com/company/formaloohq/ ### [Revver](https://www.g2.com/products/revver/reviews) [By Revver](https://www.g2.com/sellers/revver) [ (409)4.3 out of 5 ](https://www.g2.com/products/revver/reviews#reviews "Read Revver Reviews") Product Description 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:** Owner, President · **Industries:** Accounting, Financial Services · **Market Segment:** 67% Small-Business, 27% Mid-Market CG Revver is a great system that has made it easy going from a paper office to a virtual one. Now that we have remote workers it makes it much easier...[Read review](https://www.g2.com/products/revver/reviews/revver-review-8308174) ![Verified User in Events Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Events Services") UE It offers following amazing features Storung documents Implementing automation Organising file structures Securely sharing the information...[Read review](https://www.g2.com/products/revver/reviews/revver-review-8611468) Year Founded 2001 HQ Location Lehi, UT Company Website https://www.revverdocs.com/ Twitter @RevverDocs LinkedIn® Page https://www.linkedin.com/company/125605/ ### [Hub](https://www.g2.com/products/pancentric-digital-hub/reviews) [By Pancentric Digital](https://www.g2.com/sellers/pancentric-digital) [ (116)4.5 out of 5 ](https://www.g2.com/products/pancentric-digital-hub/reviews#reviews "Read Hub Reviews") Product Description HUB is a people-focused intranet solution designed to enhance internal communication and employee engagement within organizations. This digital workplace platform creates a connected environment where **Users:** HR Manager · **Industries:** Insurance, Hospital & Health Care · **Market Segment:** 75% Mid-Market, 15% Small-Business User SentimentHow are these determined? Reviewers appreciate the Hub's simplicity, its wide range of options for user engagement, the regular release of new features to improve functionality, and the responsive customer support. Users experienced difficulties with some processes like permissions, found it easy to get lost with the abundance of information, expressed a need for additional functions like linking to Teams, and found it challenging to change visuals or themes. Year Founded 2003 HQ Location London, England Company Website https://www.pancentric.com/ Twitter @pancentric LinkedIn® Page https://www.linkedin.com/company/130315/ ### [Knack](https://www.g2.com/products/knack/reviews) [By Knack](https://www.g2.com/sellers/knack) [ (115)4.3 out of 5 ](https://www.g2.com/products/knack/reviews#reviews "Read Knack Reviews") Product Description Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and **Industries:** Construction, Information Technology and Services · **Market Segment:** 57% Small-Business, 31% Mid-Market ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Knack helped our team build app-based tables for client management. It was really fast to build detailed database, forms, and reports.[Read review](https://www.g2.com/products/knack/reviews/knack-review-4820467) ![Andrew P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew P.") AP Knack is a fantastic way to build your own custom database and front-end web interface. The price sure beats having a developer custom design a...[Read review](https://www.g2.com/products/knack/reviews/knack-review-7448078) Year Founded 2010 HQ Location New York, NY Company Website https://www.knack.com Twitter @knackhq LinkedIn® Page https://www.linkedin.com/company/knackhq ### [Zendo](https://www.g2.com/products/zendo/reviews) [By MPC](https://www.g2.com/sellers/mpc) [ (11)4.9 out of 5 ](https://www.g2.com/products/zendo/reviews#reviews "Read Zendo Reviews") Product Description Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of **Market Segment:** 91% Small-Business, 9% Mid-Market ![Massimo B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Massimo B.") MB I had been looking for a tool to manage customer care for years. I had tried both Zendesk and Freshdesk but Zendo is really the one for me. An...[Read review](https://www.g2.com/products/zendo/reviews/zendo-review-5315761) ![Scot R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Scot R.") SR Finally, a moderately powerful (which is all I need) client portal that is intuitive to get around and easy to customize. The amount of...[Read review](https://www.g2.com/products/zendo/reviews/zendo-review-12129008) Year Founded 2012 HQ Location Katowice, PL Company Website https://massivepixel.io/ LinkedIn® Page https://www.linkedin.com/company/massivepixelcreation/ ### [OneSuite](https://www.g2.com/products/onesuite/reviews) [By OneSuite](https://www.g2.com/sellers/onesuite) [ (15)4.8 out of 5 ](https://www.g2.com/products/onesuite/reviews#reviews "Read OneSuite Reviews") Product Description OneSuite is a complete client work management platform designed specifically for service agencies and independent professionals. Instead of juggling multiple tools for projects, clients, and communica **Market Segment:** 93% Small-Business, 7% Mid-Market ![Shatveer B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shatveer B.") SB Onesuite provide multiple tools like CRM, Project Management, document and invoicing.[Read review](https://www.g2.com/products/onesuite/reviews/onesuite-review-10379997) ![Luca P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Luca P.") LP A few things landed recently that changed my day for the better, not just cosmetic stuff. The Calendar view is the one I didn't know I needed....[Read review](https://www.g2.com/products/onesuite/reviews/onesuite-review-10391597) Year Founded 1999 HQ Location Wilmington, US Company Website https://onesuite.io/ Twitter @getOneSuite LinkedIn® Page https://www.linkedin.com/company/onesuite ### [Clustdoc](https://www.g2.com/products/clustdoc/reviews) [By Clust](https://www.g2.com/sellers/clust) [ (13)3.7 out of 5 ](https://www.g2.com/products/clustdoc/reviews#reviews "Read Clustdoc Reviews") Product Description 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 dat **Market Segment:** 69% Small-Business, 23% Enterprise ![Mohan Hundre S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mohan Hundre S.") MS Clust Provides High Availability, best for Load balance, Cloud Management Services, web hosting. Low Price Availability, better...[Read review](https://www.g2.com/products/clustdoc/reviews/clustdoc-review-3258359) ![Marta J.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marta J.") MJ Clust quickly became our software resource for the incorporation of customers. We also had the opportunity to try it as part of our bidding...[Read review](https://www.g2.com/products/clustdoc/reviews/clustdoc-review-3292221) Year Founded 2018 HQ Location paris, ile-de france Company Website https://www.clustdoc.com/ LinkedIn® Page https://fr.linkedin.com/company/clustdoc ### [DeskDirector](https://www.g2.com/products/deskdirector/reviews) [By DeskDirector](https://www.g2.com/sellers/deskdirector) [ (11)4.4 out of 5 ](https://www.g2.com/products/deskdirector/reviews#reviews "Read DeskDirector Reviews") Product Description 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, pe **Market Segment:** 82% Small-Business, 18% Mid-Market ![Verified User in Telecommunications](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Telecommunications") UT The product is simple to use and easy to setup. Free Tier for Evaluation is indeed helpful. End user persona and Tech Support persona viewpoint is...[Read review](https://www.g2.com/products/deskdirector/reviews/deskdirector-review-5194743) Year Founded 2012 HQ Location Auckland, Auckland Company Website https://www.deskdirector.com/ Twitter @DeskDirector LinkedIn® Page https://www.linkedin.com/company/deskdirector/ [![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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