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Best Client Portal Software for Medium-Sized Businesses

Gauri Pawsey
GP
Researched and written by Gauri Pawsey

Products classified in the overall Client Portal category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Client Portal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Client Portal category.

In addition to qualifying for inclusion in the Client Portal Software category, to qualify for inclusion in the Medium-Sized Business Client Portal Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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Featured Client Portal Software At A Glance

Best for Small Businesses:
TaxDome
TaxDome
Best for Enterprise:
Jahia DXP
Jahia DXP
Highest User Satisfaction:
trumpet
trumpet
Best Free Software:
SuiteDash
SuiteDash
Show LessShow More
Best for Enterprise:
Jahia DXP
Jahia DXP
Highest User Satisfaction:
trumpet
trumpet
Best Free Software:
SuiteDash
SuiteDash

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.

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20 Listings in Client Portal Available
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    G2 Score
trumpet
(1,076)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
DealsSpecial offer!
20% Off: £60 /user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Trumpet is the Intelligent GTM Layer, an AI-powered workspace that connects your entire revenue journey. At its core are Digital Sales Rooms, the central hub where your content lives, collaboration

    Users
    • Account Executive
    • Senior Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Mid-Market
    • 31% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Trumpet is a customizable digital sales room tool that allows sales representatives to personalize their approach to each buyer, enhancing engagement and streamlining the sales cycle.
    • Users like Trumpet's user-friendly interface, its ability to centralize content and tasks, and its insightful tracking of buyer activity, which aids in identifying strong leads and understanding buyer engagement.
    • Reviewers experienced some difficulties with Trumpet, such as issues with creating mutual action plans, confusion when trying to place certain things on specific pages, and challenges with the intuitiveness of the template builder.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • trumpet Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    426
    Customer Support
    182
    Time-saving
    170
    Engagement Tracking
    150
    Centralization
    147
    Cons
    Learning Curve
    66
    Missing Features
    54
    Limited Features
    51
    Layout Issues
    42
    Steep Learning Curve
    36
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • trumpet features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    7.4
    Billing and Invoicing
    Average: 8.0
    8.3
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    trumpet
    Company Website
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    66 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Trumpet is the Intelligent GTM Layer, an AI-powered workspace that connects your entire revenue journey. At its core are Digital Sales Rooms, the central hub where your content lives, collaboration

Users
  • Account Executive
  • Senior Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Mid-Market
  • 31% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Trumpet is a customizable digital sales room tool that allows sales representatives to personalize their approach to each buyer, enhancing engagement and streamlining the sales cycle.
  • Users like Trumpet's user-friendly interface, its ability to centralize content and tasks, and its insightful tracking of buyer activity, which aids in identifying strong leads and understanding buyer engagement.
  • Reviewers experienced some difficulties with Trumpet, such as issues with creating mutual action plans, confusion when trying to place certain things on specific pages, and challenges with the intuitiveness of the template builder.
trumpet Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
426
Customer Support
182
Time-saving
170
Engagement Tracking
150
Centralization
147
Cons
Learning Curve
66
Missing Features
54
Limited Features
51
Layout Issues
42
Steep Learning Curve
36
View All Pros and Cons
trumpet features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
7.4
Billing and Invoicing
Average: 8.0
8.3
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
trumpet
Company Website
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
66 employees on LinkedIn®
Aligned
(1,060)4.7 out of 5
1st Easiest To Use in Client Portal software
DealsSpecial offer!
10% Off: $26-54 per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actuall

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 45% Small-Business
    • 43% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a sales and customer engagement platform that provides a structured and organized pipeline, customizable templates, and engagement analytics for sales teams and buyers.
    • Reviewers frequently mention the ease of use, the ability to consolidate all prospect materials in one place, and the valuable engagement analytics that show stakeholder interaction.
    • Reviewers noted some initial difficulties with room setup, a desire for more customization options, and occasional issues with backend settings and analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aligned Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    446
    Centralization
    216
    Team Collaboration
    202
    Efficiency
    196
    Organization
    188
    Cons
    Limited Customization
    80
    Missing Features
    75
    Learning Curve
    74
    Integration Issues
    65
    Limited Features
    65
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aligned features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    7.3
    Billing and Invoicing
    Average: 8.0
    8.3
    Versioning
    Average: 8.1
    8.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    5 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actuall

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 45% Small-Business
  • 43% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a sales and customer engagement platform that provides a structured and organized pipeline, customizable templates, and engagement analytics for sales teams and buyers.
  • Reviewers frequently mention the ease of use, the ability to consolidate all prospect materials in one place, and the valuable engagement analytics that show stakeholder interaction.
  • Reviewers noted some initial difficulties with room setup, a desire for more customization options, and occasional issues with backend settings and analytics.
Aligned Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
446
Centralization
216
Team Collaboration
202
Efficiency
196
Organization
188
Cons
Limited Customization
80
Missing Features
75
Learning Curve
74
Integration Issues
65
Limited Features
65
View All Pros and Cons
Aligned features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
7.3
Billing and Invoicing
Average: 8.0
8.3
Versioning
Average: 8.1
8.7
Feedback
Average: 8.4
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
5 Twitter followers
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
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Planhat
(883)4.5 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    215
    Customer Support
    155
    Customization
    106
    Automation Efficiency
    103
    Helpful
    103
    Cons
    Learning Curve
    113
    Complexity
    78
    Steep Learning Curve
    62
    Integration Issues
    58
    Limitations
    56
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    6.5
    Billing and Invoicing
    Average: 8.0
    6.8
    Versioning
    Average: 8.1
    7.1
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,051 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    227 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
215
Customer Support
155
Customization
106
Automation Efficiency
103
Helpful
103
Cons
Learning Curve
113
Complexity
78
Steep Learning Curve
62
Integration Issues
58
Limitations
56
View All Pros and Cons
Planhat features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
6.5
Billing and Invoicing
Average: 8.0
6.8
Versioning
Average: 8.1
7.1
Feedback
Average: 8.4
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,051 Twitter followers
LinkedIn® Page
www.linkedin.com
227 employees on LinkedIn®
DocSend
(587)4.6 out of 5
Entry Level Price:$180.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    • 75% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DocSend is a document sharing and tracking software that provides insights into document utilization, enables secure sharing, and offers features like bulk upload, full text search, and mobile access.
    • Users frequently mention the ease of use, the ability to track viewer engagement in real time, and the convenience of updating documents without changing the shared link.
    • Reviewers noted that the analytics dashboard can feel crowded for new users, the mobile experience is less intuitive compared to the desktop version, and the pricing can be high for smaller teams.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DocSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    53
    Document Management
    45
    Features
    37
    Tracking Features
    35
    Security
    32
    Cons
    Expensive
    17
    App Functionality
    10
    Lacking Features
    10
    Limited Features
    9
    Limitations
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DocSend features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.4
    6.1
    Billing and Invoicing
    Average: 8.0
    8.8
    Versioning
    Average: 8.1
    6.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dropbox
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @Dropbox
    3,294,881 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,969 employees on LinkedIn®
    Ownership
    NASDAQ: DBX
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • 75% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DocSend is a document sharing and tracking software that provides insights into document utilization, enables secure sharing, and offers features like bulk upload, full text search, and mobile access.
  • Users frequently mention the ease of use, the ability to track viewer engagement in real time, and the convenience of updating documents without changing the shared link.
  • Reviewers noted that the analytics dashboard can feel crowded for new users, the mobile experience is less intuitive compared to the desktop version, and the pricing can be high for smaller teams.
DocSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
53
Document Management
45
Features
37
Tracking Features
35
Security
32
Cons
Expensive
17
App Functionality
10
Lacking Features
10
Limited Features
9
Limitations
8
View All Pros and Cons
DocSend features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.4
6.1
Billing and Invoicing
Average: 8.0
8.8
Versioning
Average: 8.1
6.7
Feedback
Average: 8.4
Seller Details
Seller
Dropbox
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@Dropbox
3,294,881 Twitter followers
LinkedIn® Page
www.linkedin.com
3,969 employees on LinkedIn®
Ownership
NASDAQ: DBX
Zoho CRM
(2,885)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
DealsSpecial offer!
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
    • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
    • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    271
    Features
    172
    Integrations
    140
    Lead Management
    116
    Easy Integrations
    115
    Cons
    Learning Curve
    112
    Limited Features
    71
    Integration Issues
    70
    Complexity
    68
    Poor Customer Support
    67
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.4
    8.8
    Billing and Invoicing
    Average: 8.0
    8.6
    Versioning
    Average: 8.1
    8.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    137,068 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management tool that combines sales automation, analytics, and multichannel engagement to manage sales, support, and customer data under one platform.
  • Users like Zoho CRM's affordability, its seamless integration with other SaaS applications, its automation features, and its ease of use, particularly its simple and intuitive user interface.
  • Users reported issues with the cluttered interface, the steep learning curve for new users, occasional maintenance delays, and inconsistencies in customer support responsiveness.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
271
Features
172
Integrations
140
Lead Management
116
Easy Integrations
115
Cons
Learning Curve
112
Limited Features
71
Integration Issues
70
Complexity
68
Poor Customer Support
67
View All Pros and Cons
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.4
8.8
Billing and Invoicing
Average: 8.0
8.6
Versioning
Average: 8.1
8.6
Feedback
Average: 8.4
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
137,068 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
Dock
(436)4.7 out of 5
7th Easiest To Use in Client Portal software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full c

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 35% Mid-Market
    • 33% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Dock is a collaborative platform that streamlines the sales process by centralizing resources, tracking client engagement, and facilitating project management.
    • Reviewers frequently mention Dock's ease of use, its ability to centralize resources, and its positive impact on project management and client engagement.
    • Reviewers noted some issues with Dock's formatting capabilities, occasional slow performance, and a desire for more integrations with other platforms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Dock Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    273
    Setup Ease
    120
    Helpful
    115
    Easy Setup
    109
    Centralization
    107
    Cons
    Limited Customization
    50
    Missing Features
    41
    Missing Functionality
    38
    Integration Issues
    37
    Learning Curve
    35
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    6.9
    Billing and Invoicing
    Average: 8.0
    8.2
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dock
    Year Founded
    2021
    HQ Location
    San Francisco, California
    Twitter
    @Dock_us
    585 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    25 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full c

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 35% Mid-Market
  • 33% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Dock is a collaborative platform that streamlines the sales process by centralizing resources, tracking client engagement, and facilitating project management.
  • Reviewers frequently mention Dock's ease of use, its ability to centralize resources, and its positive impact on project management and client engagement.
  • Reviewers noted some issues with Dock's formatting capabilities, occasional slow performance, and a desire for more integrations with other platforms.
Dock Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
273
Setup Ease
120
Helpful
115
Easy Setup
109
Centralization
107
Cons
Limited Customization
50
Missing Features
41
Missing Functionality
38
Integration Issues
37
Learning Curve
35
View All Pros and Cons
Dock features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
6.9
Billing and Invoicing
Average: 8.0
8.2
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Dock
Year Founded
2021
HQ Location
San Francisco, California
Twitter
@Dock_us
585 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
Clinked
(147)4.8 out of 5
2nd Easiest To Use in Client Portal software
DealsSpecial offer!
10% Off: $107.10 = 100 Users+Free Guests
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Small-Business
    • 24% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clinked is a client portal designed for secure collaboration with stakeholders, offering features such as document storage, task management, event tracking, and structured communication.
    • Reviewers appreciate Clinked's intuitive interface, efficient file and document management, comprehensive task and project management features, and the ability to customize the portal to reflect their brand.
    • Reviewers mentioned limitations in customization options, particularly regarding file structure and task management, challenges with scalability and licensing restrictions, and complexity in the configuration of the app.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clinked Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    178
    Collaboration
    169
    Team Collaboration
    148
    Sharing Ease
    95
    File Sharing
    90
    Cons
    Limited Customization
    31
    Integration Issues
    17
    Learning Curve
    15
    Missing Features
    15
    Slow Performance
    15
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clinked features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.4
    9.1
    Billing and Invoicing
    Average: 8.0
    9.1
    Versioning
    Average: 8.1
    9.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clinked
    Company Website
    Year Founded
    2008
    HQ Location
    Cambridge, UK
    Twitter
    @clinked
    1,295 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Small-Business
  • 24% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clinked is a client portal designed for secure collaboration with stakeholders, offering features such as document storage, task management, event tracking, and structured communication.
  • Reviewers appreciate Clinked's intuitive interface, efficient file and document management, comprehensive task and project management features, and the ability to customize the portal to reflect their brand.
  • Reviewers mentioned limitations in customization options, particularly regarding file structure and task management, challenges with scalability and licensing restrictions, and complexity in the configuration of the app.
Clinked Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
178
Collaboration
169
Team Collaboration
148
Sharing Ease
95
File Sharing
90
Cons
Limited Customization
31
Integration Issues
17
Learning Curve
15
Missing Features
15
Slow Performance
15
View All Pros and Cons
Clinked features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.4
9.1
Billing and Invoicing
Average: 8.0
9.1
Versioning
Average: 8.1
9.4
Feedback
Average: 8.4
Seller Details
Seller
Clinked
Company Website
Year Founded
2008
HQ Location
Cambridge, UK
Twitter
@clinked
1,295 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Jahia DXP
(610)4.4 out of 5
Optimized for quick response
12th Easiest To Use in Client Portal software
Entry Level Price:Starting at $1,800.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Product Owner
    • Business Analyst
    Industries
    • Insurance
    • Information Technology and Services
    Market Segment
    • 33% Enterprise
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jahia DXP Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    130
    Content Management
    107
    Flexibility
    95
    Integrations
    94
    Intuitive
    94
    Cons
    Learning Curve
    129
    Steep Learning Curve
    71
    Difficult Learning
    61
    Complexity
    59
    Technical Expertise Required
    54
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jahia DXP features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.4
    8.3
    Billing and Invoicing
    Average: 8.0
    8.3
    Versioning
    Average: 8.1
    8.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jahia
    Company Website
    Year Founded
    2002
    HQ Location
    Geneva, Switzerland
    Twitter
    @Jahia
    5,752 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    70 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Product Owner
  • Business Analyst
Industries
  • Insurance
  • Information Technology and Services
Market Segment
  • 33% Enterprise
  • 32% Small-Business
Jahia DXP Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
130
Content Management
107
Flexibility
95
Integrations
94
Intuitive
94
Cons
Learning Curve
129
Steep Learning Curve
71
Difficult Learning
61
Complexity
59
Technical Expertise Required
54
View All Pros and Cons
Jahia DXP features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.4
8.3
Billing and Invoicing
Average: 8.0
8.3
Versioning
Average: 8.1
8.6
Feedback
Average: 8.4
Seller Details
Seller
Jahia
Company Website
Year Founded
2002
HQ Location
Geneva, Switzerland
Twitter
@Jahia
5,752 Twitter followers
LinkedIn® Page
www.linkedin.com
70 employees on LinkedIn®
EverAfter
(163)4.6 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with v

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 24% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EverAfter Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    65
    Customer Support
    37
    Customization
    34
    Intuitive
    28
    Customizability
    27
    Cons
    Missing Features
    17
    Integration Issues
    13
    Complexity
    11
    Missing Functionality
    8
    Learning Curve
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EverAfter features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    4.6
    Billing and Invoicing
    Average: 8.0
    6.9
    Versioning
    Average: 8.1
    8.0
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EverAfter
    Company Website
    HQ Location
    Tel Aviv, IL
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with v

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 24% Small-Business
EverAfter Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
65
Customer Support
37
Customization
34
Intuitive
28
Customizability
27
Cons
Missing Features
17
Integration Issues
13
Complexity
11
Missing Functionality
8
Learning Curve
7
View All Pros and Cons
EverAfter features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
4.6
Billing and Invoicing
Average: 8.0
6.9
Versioning
Average: 8.1
8.0
Feedback
Average: 8.4
Seller Details
Seller
EverAfter
Company Website
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Recapped.io
(179)4.6 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Recapped.io Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    14
    Centralization
    6
    Customization
    6
    Sales Process
    6
    Helpful
    5
    Cons
    Editing Issues
    2
    Branding Issues
    1
    Change Management
    1
    Complex UI
    1
    Difficult Customization
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Recapped.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    0.0
    Billing and Invoicing
    Average: 8.0
    8.4
    Versioning
    Average: 8.1
    8.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Recapped.io
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    180 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Centralization
6
Customization
6
Sales Process
6
Helpful
5
Cons
Editing Issues
2
Branding Issues
1
Change Management
1
Complex UI
1
Difficult Customization
1
View All Pros and Cons
Recapped.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
0.0
Billing and Invoicing
Average: 8.0
8.4
Versioning
Average: 8.1
8.4
Feedback
Average: 8.4
Seller Details
Seller
Recapped.io
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
180 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Moxo
(194)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Client Portal software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The ol

    Users
    • Director
    • CEO
    Industries
    • Financial Services
    • Marketing and Advertising
    Market Segment
    • 80% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Moxo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    76
    Customer Support
    68
    Team Collaboration
    39
    Helpful
    35
    Communication
    30
    Cons
    Missing Features
    39
    Limited Features
    28
    Lacking Features
    22
    Limited Customization
    22
    Integration Issues
    14
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moxo features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    7.8
    Billing and Invoicing
    Average: 8.0
    8.5
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,678 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    231 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The ol

Users
  • Director
  • CEO
Industries
  • Financial Services
  • Marketing and Advertising
Market Segment
  • 80% Small-Business
  • 18% Mid-Market
Moxo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
76
Customer Support
68
Team Collaboration
39
Helpful
35
Communication
30
Cons
Missing Features
39
Limited Features
28
Lacking Features
22
Limited Customization
22
Integration Issues
14
View All Pros and Cons
Moxo features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
7.8
Billing and Invoicing
Average: 8.0
8.5
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,678 Twitter followers
LinkedIn® Page
www.linkedin.com
231 employees on LinkedIn®
Enablix
(344)4.7 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Enablix is a content management platform that provides search features, AI-based suggestions, and integration capabilities for efficient file management and sharing.
    • Users like Enablix's simplicity, ease of use, robust search functionality, and the ability to control access, which simplifies the process of file management and enhances workflow.
    • Reviewers experienced issues with the platform's search functionality, stating that searches can get lost during navigation, and some users found the mobile version complicated and not very mobile-friendly.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Enablix Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    72
    Document Management
    37
    Easy Sharing
    23
    Centralization
    20
    Sharing Ease
    20
    Cons
    Missing Features
    20
    Email Functionality
    10
    Missing Functionality
    10
    Search Functionality
    10
    Email Integration
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Enablix features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.4
    7.2
    Billing and Invoicing
    Average: 8.0
    9.0
    Versioning
    Average: 8.1
    8.2
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Enablix
    Company Website
    Year Founded
    2017
    HQ Location
    Ashburn, VA
    Twitter
    @enablix
    46 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Enablix is a content management platform that provides search features, AI-based suggestions, and integration capabilities for efficient file management and sharing.
  • Users like Enablix's simplicity, ease of use, robust search functionality, and the ability to control access, which simplifies the process of file management and enhances workflow.
  • Reviewers experienced issues with the platform's search functionality, stating that searches can get lost during navigation, and some users found the mobile version complicated and not very mobile-friendly.
Enablix Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
72
Document Management
37
Easy Sharing
23
Centralization
20
Sharing Ease
20
Cons
Missing Features
20
Email Functionality
10
Missing Functionality
10
Search Functionality
10
Email Integration
7
View All Pros and Cons
Enablix features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.4
7.2
Billing and Invoicing
Average: 8.0
9.0
Versioning
Average: 8.1
8.2
Feedback
Average: 8.4
Seller Details
Seller
Enablix
Company Website
Year Founded
2017
HQ Location
Ashburn, VA
Twitter
@enablix
46 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Rocketlane
(794)4.7 out of 5
Optimized for quick response
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Rocketlane is a project management tool that allows users to track progress, generate reports, and manage tasks and subtasks.
    • Users like the ease of use, the ability to link tasks with Jira tickets, the AI note taker feature, the helpful support team, and the range of features offered, including automation and integrations with other tools.
    • Users reported issues with the inability to apply half-day leaves, time-consuming calendar selection, slow mobile response time, outdated UI, numerous bugs, confusing 'apply to subtask' filter option, lack of a full admin audit log, inability to forward emails from outside to Rocketlane, tricky templating, lack of integrations with common tools like GSuite, learning curve for advanced configurations and reporting options, slow response times, and lacking reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rocketlane Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    78
    Project Management
    72
    Task Management
    53
    Project Tracking
    49
    Team Collaboration
    42
    Cons
    Missing Features
    31
    Slow Performance
    21
    Learning Curve
    18
    Limited Customization
    18
    Not Intuitive
    18
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    5.8
    Billing and Invoicing
    Average: 8.0
    9.4
    Versioning
    Average: 8.1
    9.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,393 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    226 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Rocketlane is a project management tool that allows users to track progress, generate reports, and manage tasks and subtasks.
  • Users like the ease of use, the ability to link tasks with Jira tickets, the AI note taker feature, the helpful support team, and the range of features offered, including automation and integrations with other tools.
  • Users reported issues with the inability to apply half-day leaves, time-consuming calendar selection, slow mobile response time, outdated UI, numerous bugs, confusing 'apply to subtask' filter option, lack of a full admin audit log, inability to forward emails from outside to Rocketlane, tricky templating, lack of integrations with common tools like GSuite, learning curve for advanced configurations and reporting options, slow response times, and lacking reporting capabilities.
Rocketlane Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
78
Project Management
72
Task Management
53
Project Tracking
49
Team Collaboration
42
Cons
Missing Features
31
Slow Performance
21
Learning Curve
18
Limited Customization
18
Not Intuitive
18
View All Pros and Cons
Rocketlane features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
5.8
Billing and Invoicing
Average: 8.0
9.4
Versioning
Average: 8.1
9.7
Feedback
Average: 8.4
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,393 Twitter followers
LinkedIn® Page
www.linkedin.com
226 employees on LinkedIn®
GUIDEcx
(460)4.6 out of 5
Entry Level Price:Starting at $4,700.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • GUIDEcx Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Customer Support
    12
    Project Management
    12
    Ease of Learning
    9
    Team Collaboration
    9
    Cons
    Learning Curve
    4
    Slow Loading
    3
    Bugs
    2
    Complexity
    2
    Glitches
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • GUIDEcx features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    5.9
    Billing and Invoicing
    Average: 8.0
    8.0
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    GuideCX
    Year Founded
    2017
    HQ Location
    Lehi, Utah
    Twitter
    @guidecx
    176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
GUIDEcx Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Customer Support
12
Project Management
12
Ease of Learning
9
Team Collaboration
9
Cons
Learning Curve
4
Slow Loading
3
Bugs
2
Complexity
2
Glitches
2
View All Pros and Cons
GUIDEcx features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
5.9
Billing and Invoicing
Average: 8.0
8.0
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
GuideCX
Year Founded
2017
HQ Location
Lehi, Utah
Twitter
@guidecx
176 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Accelo
(554)4.4 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

    Users
    • Project Manager
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 76% Small-Business
    • 21% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Accelo is a cloud-based software that integrates project management, client communication, and billing into one platform, aiming to streamline workflow and reduce administrative efforts.
    • Users frequently mention appreciating Accelo's ability to consolidate various business functions into one tool, its adaptability to different needs, and its features such as task delegation, time reporting, and Xero integration for financial management.
    • Reviewers noted that Accelo can be complex to learn and set up, with some experiencing slow performance when handling large projects or data, issues with certain functionalities during version transitions, and difficulties with implementing or testing triggers.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Accelo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Project Management
    29
    Efficiency
    26
    Client Management
    25
    Task Management
    25
    Cons
    Missing Features
    20
    Learning Curve
    19
    Limited Features
    16
    Limited Customization
    13
    Complexity
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Accelo features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.4
    8.7
    Billing and Invoicing
    Average: 8.0
    7.9
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Accelo
    Company Website
    Year Founded
    2011
    HQ Location
    Denver, Colorado
    Twitter
    @accelo
    2,992 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

Users
  • Project Manager
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 76% Small-Business
  • 21% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Accelo is a cloud-based software that integrates project management, client communication, and billing into one platform, aiming to streamline workflow and reduce administrative efforts.
  • Users frequently mention appreciating Accelo's ability to consolidate various business functions into one tool, its adaptability to different needs, and its features such as task delegation, time reporting, and Xero integration for financial management.
  • Reviewers noted that Accelo can be complex to learn and set up, with some experiencing slow performance when handling large projects or data, issues with certain functionalities during version transitions, and difficulties with implementing or testing triggers.
Accelo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Project Management
29
Efficiency
26
Client Management
25
Task Management
25
Cons
Missing Features
20
Learning Curve
19
Limited Features
16
Limited Customization
13
Complexity
12
View All Pros and Cons
Accelo features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.4
8.7
Billing and Invoicing
Average: 8.0
7.9
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Accelo
Company Website
Year Founded
2011
HQ Location
Denver, Colorado
Twitter
@accelo
2,992 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
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