Client Portal Software Resources
Discussions and Reports to expand your knowledge on Client Portal Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find discussions from users like you and reports from industry data.
Client Portal Software Discussions
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Question on: Zoho CRM
Is Zoho CRM really free?Is Zoho CRM really free?
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Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has limitations on the number of users and features compared to the paid plans, making it suitable for smaller businesses or for those looking to explore its basic functionality.
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Initially for trial only. But you can purchase if you feel like you need it best in industry.
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For about 5 users. It is free.
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It free in trail after that you have to pay
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Question on: Zoho CRM
What is Zoho CRM used for?What is Zoho CRM used for?
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Zoho crm is used as customer relationship management. You can enter prospects ongoing conversation.
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It is a CRM tool which is a cloud based customer realtionship management tools. Here you can create customised dashboard to represent all your oragansiation things like sales data, marketing data any many more.
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Question on: SuiteDash
2 companieshow can i use one account for more than one company
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It wouldn't be intended for two companies to use one account. You can get two accounts. I have one for my company and one account for my non-profit. Also, if you're wanting for your clients to have access to their own portal, you can apply as a reseller, if you already use it.
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Client Portal Software Reports
Mid-Market Grid® Report for Client Portal
Winter 2026
G2 Report: Grid® Report
Grid® Report for Client Portal
Winter 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Client Portal
Winter 2026
G2 Report: Grid® Report
Momentum Grid® Report for Client Portal
Winter 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Client Portal
Winter 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Client Portal
Fall 2025
G2 Report: Grid® Report
Small-Business Grid® Report for Client Portal
Fall 2025
G2 Report: Grid® Report
Mid-Market Grid® Report for Client Portal
Fall 2025
G2 Report: Grid® Report
Grid® Report for Client Portal
Fall 2025
G2 Report: Grid® Report
Momentum Grid® Report for Client Portal
Fall 2025
G2 Report: Momentum Grid® Report
