# Top Free Client Portal Software - Page 5 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) ### [Dokky](https://www.g2.com/products/dokky/reviews) [By Dokky](https://www.g2.com/sellers/dokky) [ (1)5.0 out of 5 ](https://www.g2.com/products/dokky/reviews#reviews "Read Dokky Reviews") Product Description Dokky is the customer success engine for fast-growing teams. Built for fast growing mid-market and startup companies, Dokky unifies your customer engagement into one shared client hub - giving CS, **Market Segment:** 100% Mid-Market ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Really intuitive, with a growing number of integrations. Centralises key information and communications with customers, making sure nothing slips...[Read review](https://www.g2.com/products/dokky/reviews/dokky-review-11752994) HQ Location London, GB Company Website https://dokky.io LinkedIn® Page https://www.linkedin.com/company/getdokky/ ### [FutureVault](https://www.g2.com/products/futurevault/reviews) [By FutureVault](https://www.g2.com/sellers/futurevault) [ (14)4.7 out of 5 ](https://www.g2.com/products/futurevault/reviews#reviews "Read FutureVault Reviews") Product Description FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth ente **Industries:** Financial Services · **Market Segment:** 71% Small-Business, 21% Enterprise ![RITU S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "RITU S.") RS The best thing I have used recently is Future Vault it is so handy to use without much worries. I easily share my data, confidential documents with...[Read review](https://www.g2.com/products/futurevault/reviews/futurevault-review-4795433) Year Founded 2015 HQ Location Toronto, CA Company Website https://futurevault.com Twitter @FutureVault LinkedIn® Page https://www.linkedin.com/company/futurevault/ [![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) ### [Gatheroo](https://www.g2.com/products/gatheroo/reviews) [By Gatheroo](https://www.g2.com/sellers/gatheroo) [ (1)5.0 out of 5 ](https://www.g2.com/products/gatheroo/reviews#reviews "Read Gatheroo Reviews") Product Description Gatheroo provides your business with a client portal to help you collect information and documents from your clients. Each client receives a unique URL with a list of all the information you need fro **Market Segment:** 100% Small-Business LB It's easy to use. Clients like the simplicity. If ever I have a question, their support and online How\_tos are very helpful. Having the system...[Read review](https://www.g2.com/products/gatheroo/reviews/gatheroo-review-8719543) Year Founded 2021 HQ Location Sydney, AU Company Website https://gatheroo.io/ LinkedIn® Page https://www.linkedin.com/company/gatheroo/ ### [OkaySend](https://www.g2.com/products/okaysend/reviews) [By Let Me Search](https://www.g2.com/sellers/let-me-search) [ (3)4.8 out of 5 ](https://www.g2.com/products/okaysend/reviews#reviews "Read OkaySend Reviews") Product Description It’s a fast, easy, and secure way to collect documents from clients. OkaySend is a document collection software solution designed to streamline the secure gathering, organization, and tracking of **Market Segment:** 100% Small-Business ![Sebastian C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sebastian C.") SC OkaySend makes collecting documents from clients incredibly easy and efficient. The platform is simple to use, offers great integrations, and my...[Read review](https://www.g2.com/products/okaysend/reviews/okaysend-review-11509183) Year Founded 2021 HQ Location Dodge City, US Company Website https://okaysend.com LinkedIn® Page https://www.linkedin.com/company/okaysend ### [ZaveIT Platform](https://www.g2.com/products/zaveit-platform/reviews) [By ZaveIT](https://www.g2.com/sellers/zaveit) [ (1)5.0 out of 5 ](https://www.g2.com/products/zaveit-platform/reviews#reviews "Read ZaveIT Platform Reviews") Product Description ZaveIT is a Norwegian software company founded by experienced serial entrepreneurs in 2021, with headquarters in Oslo. After three years of product development, the ZaveIT platform is now launched acr **Market Segment:** 100% Mid-Market ![Morten P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morten P.") MP The ZaveIT platform is flexible and is easy to use for everyone. Flexible soultion that can be adapted to your requests. Implementation was very...[Read review](https://www.g2.com/products/zaveit-platform/reviews/zaveit-platform-review-11359365) Year Founded 2021 HQ Location Bjoneroa, NO Company Website https://www.zaveit.io LinkedIn® Page https://www.linkedin.com/company/zaveit/ ### [Cintram](https://www.g2.com/products/cintram/reviews) [By Cintram](https://www.g2.com/sellers/cintram) [ 0 ratings ](https://www.g2.com/products/cintram/reviews#reviews "Read Cintram Reviews") Product Description Cintram is built for service businesses that deliver work online. Most service businesses don’t struggle because of bad work. They struggle because sales, onboarding, delivery, client communication Year Founded 2023 HQ Location Coppell, TX, United States Company Website https://cintram.com LinkedIn® Page https://www.linkedin.com/company/cintram ### [Client Portal Builder](https://www.g2.com/products/client-portal-builder/reviews) [By Gorilla Apps](https://www.g2.com/sellers/gorilla-apps) [ 0 ratings ](https://www.g2.com/products/client-portal-builder/reviews#reviews "Read Client Portal Builder Reviews") Product Description Client Portal Builder for monday.com enables users to create and manage secure, branded client portals directly within their monday.com workspace – no coding or design skills required. As a client por HQ Location Stuttgart, DE Company Website https://www.getgorilla.app LinkedIn® Page https://www.linkedin.com/company/gorilla-apps/ ### [dealday](https://www.g2.com/products/dealday/reviews) [By dealday](https://www.g2.com/sellers/dealday) [ (3)5.0 out of 5 ](https://www.g2.com/products/dealday/reviews#reviews "Read dealday Reviews") Product Description dealday transforms the way B2B SaaS vendors manage complex sales processes. By providing intelligent, personalized digital sales rooms, dealday aligns sales teams and buyers to accelerate sales cycles **Market Segment:** 67% Small-Business, 33% Mid-Market KG - Well-designed rooms in our customer's brand - Simple room creation in just a few clicks - Helpful to speed up deals[Read review](https://www.g2.com/products/dealday/reviews/dealday-review-10723704) JW dealday makes managing complex sales so much easier. Setting up digital sales rooms takes seconds, not hours, and the personalized views for...[Read review](https://www.g2.com/products/dealday/reviews/dealday-review-10742738) Year Founded 2024 HQ Location Hamburg, DE Company Website https://dealday.io/ LinkedIn® Page https://www.linkedin.com/company/dealday ### [Deskfirst](https://www.g2.com/products/deskfirst/reviews) [By Deskfirst](https://www.g2.com/sellers/deskfirst) [ (3)5.0 out of 5 ](https://www.g2.com/products/deskfirst/reviews#reviews "Read Deskfirst Reviews") Product Description Close Deals Faster with the Only Digital Sales Room That Feels Instantly Familiar Deskfirst is a next-generation Digital Sales Room (DSR) platform that transforms how sales, onboarding, and custome **Market Segment:** 67% Small-Business, 33% Mid-Market DJ usability, performance, friendly interface, free version[Read review](https://www.g2.com/products/deskfirst/reviews/deskfirst-review-7829377) Year Founded 2021 HQ Location Los Angeles, US Company Website https://www.deskfirst.com LinkedIn® Page https://www.linkedin.com/company/deskfirst ### [Droova](https://www.g2.com/products/droova/reviews) [By Droova](https://www.g2.com/sellers/droova) [ 0 ratings ](https://www.g2.com/products/droova/reviews#reviews "Read Droova Reviews") Product Description Droova is an all-in-one workspace for CRM, project management, and client portals that helps teams manage their entire workflow in one place. It allows businesses to capture and manage leads, conve HQ Location N/A Company Website https://droova-workflow.com LinkedIn® Page https://www.linkedin.com/company/droova/ ### [FileChute Pro](https://www.g2.com/products/filechute-pro/reviews) [By FileChute](https://www.g2.com/sellers/filechute) [ 0 ratings ](https://www.g2.com/products/filechute-pro/reviews#reviews "Read FileChute Pro Reviews") Product Description FileChute is a file request platform built for professionals who collect documents from clients - accountants, mortgage brokers, lawyers, and insurance agents. Think of it as the Calendly of file requ HQ Location N/A Company Website https://filechute.com LinkedIn® Page https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps ### [Foyer](https://www.g2.com/products/foyer-foyer/reviews) [By Foyer](https://www.g2.com/sellers/foyer) [ 0 ratings ](https://www.g2.com/products/foyer-foyer/reviews#reviews "Read Foyer Reviews") Product Description Foyer is a white-label client portal that helps service teams centralize work with clients—secure file sharing, forms, messaging, signatures, knowledge base, and task tracking. It plugs into your tool HQ Location N/A Company Website https://usefoyer.com LinkedIn® Page https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps ### [Gathery](https://www.g2.com/products/gathery/reviews) [By Gathery](https://www.g2.com/sellers/gathery) [ 0 ratings ](https://www.g2.com/products/gathery/reviews#reviews "Read Gathery Reviews") Product Description Gathery is a cloud-based client document intake platform built for businesses that regularly collect files from clients — such as accounting firms, law offices, recruiting teams, and agencies. Founded HQ Location N/A Company Website https://gathery.app LinkedIn® Page https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps ### [Grux](https://www.g2.com/products/grux/reviews) [By Grux](https://www.g2.com/sellers/grux) [ 0 ratings ](https://www.g2.com/products/grux/reviews#reviews "Read Grux Reviews") Product Description Grux is a Google Workspace task management, shared inbox, and workflow platform that turns Gmail and Google Chat conversations into structured, trackable work. Teams running on Google Workspace oft HQ Location N/A Company Website https://www.grux.io LinkedIn® Page https://www.linkedin.com/company/elate/ ### [InvestGlass](https://www.g2.com/products/investglass/reviews) [By InvestGlass](https://www.g2.com/sellers/investglass) [ 0 ratings ](https://www.g2.com/products/investglass/reviews#reviews "Read InvestGlass Reviews") Product Description InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR Year Founded 2014 HQ Location Geneva, CH Company Website https://www.investglass.com/ Twitter @investglass LinkedIn® Page https://www.linkedin.com/company/investglass/ [![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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