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Best Client Portal Software for Small Business

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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Client Portal category.

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

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Featured Client Portal Software At A Glance

Dynamo Software
Sponsored
Dynamo Software
Best for Mid-Market:
trumpet
trumpet
Best for Enterprise:
Jahia DXP
Jahia DXP
Highest User Satisfaction:
trumpet
trumpet
Best Free Software:
SuiteDash
SuiteDash
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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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44 Listings in Small Business Client Portal Available

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    G2 Score
Softr
(671)4.7 out of 5
13th Easiest To Use in Client Portal software
View top Consulting Services for Softr
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Softr is an AI platform that enables non-technical teams to build business software — including apps, databases, workflow automation, and forms — without code. Most teams are held back by fragment

    Users
    • Founder
    • CEO
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 87% Small-Business
    • 7% 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.
    • Softr is a no-code platform that allows users to build complex interactions between databases and automatic reports, create user login options, and customize the design of their applications.
    • Reviewers like the platform's ease of use, its ability to integrate with various databases such as Airtable and Google Sheets, and the regular addition of new features.
    • Reviewers noted some limitations in terms of database quantity, issues with mobile app usability, and a need for more detailed tutorials and better customer support.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Softr 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
    189
    Customer Support
    138
    Easy Setup
    99
    Integrations
    94
    Intuitive
    90
    Cons
    Limited Customization
    89
    Missing Features
    80
    Limited Features
    73
    Limitations
    37
    Expensive
    35
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Softr features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    7.9
    Billing and Invoicing
    Average: 8.0
    7.5
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Softr
    Company Website
    Year Founded
    2020
    HQ Location
    Berlin, DE
    Twitter
    @softr_io
    15,469 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    69 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Softr is an AI platform that enables non-technical teams to build business software — including apps, databases, workflow automation, and forms — without code. Most teams are held back by fragment

Users
  • Founder
  • CEO
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 87% Small-Business
  • 7% 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.
  • Softr is a no-code platform that allows users to build complex interactions between databases and automatic reports, create user login options, and customize the design of their applications.
  • Reviewers like the platform's ease of use, its ability to integrate with various databases such as Airtable and Google Sheets, and the regular addition of new features.
  • Reviewers noted some limitations in terms of database quantity, issues with mobile app usability, and a need for more detailed tutorials and better customer support.
Softr 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
189
Customer Support
138
Easy Setup
99
Integrations
94
Intuitive
90
Cons
Limited Customization
89
Missing Features
80
Limited Features
73
Limitations
37
Expensive
35
View All Pros and Cons
Softr features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
7.9
Billing and Invoicing
Average: 8.0
7.5
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Softr
Company Website
Year Founded
2020
HQ Location
Berlin, DE
Twitter
@softr_io
15,469 Twitter followers
LinkedIn® Page
www.linkedin.com
69 employees on LinkedIn®
TaxDome
(692)4.7 out of 5
View top Consulting Services for TaxDome
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaxDome 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
    137
    Automation
    73
    Client Portal
    66
    Customer Support
    65
    Document Management
    60
    Cons
    Learning Curve
    66
    Difficult Learning
    37
    Difficult Setup
    36
    Time-Consuming Setup
    36
    Missing Features
    34
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    8.3
    Billing and Invoicing
    Average: 8.0
    7.6
    Versioning
    Average: 8.1
    8.2
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    329 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 0% Mid-Market
TaxDome 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
137
Automation
73
Client Portal
66
Customer Support
65
Document Management
60
Cons
Learning Curve
66
Difficult Learning
37
Difficult Setup
36
Time-Consuming Setup
36
Missing Features
34
View All Pros and Cons
TaxDome features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
8.3
Billing and Invoicing
Average: 8.0
7.6
Versioning
Average: 8.1
8.2
Feedback
Average: 8.4
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
329 employees on LinkedIn®
G2 Advertising
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Assembly
(298)4.8 out of 5
3rd Easiest To Use in Client Portal software
View top Consulting Services for Assembly
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir

    Users
    • CEO
    • Founder
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 91% Small-Business
    • 3% 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.
    • Assembly is a platform for managing CRM, offering a centralized place for employees to access company apps, integrate third-party applications, and manage client interactions.
    • Reviewers like the user-friendly interface, the ability to customize the platform to their specific business needs, and the seamless integration with other software like Stripe, Airtable, and HubSpot.
    • Users reported issues with the mobile app performance, limited customization options, and a lack of certain features such as advanced automation and reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Assembly 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
    136
    Customer Support
    74
    Easy Setup
    71
    Features
    68
    Intuitive
    68
    Cons
    Missing Features
    89
    Limited Features
    58
    Limited Customization
    42
    Lacking Features
    40
    Integration Issues
    30
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Assembly features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    8.5
    Billing and Invoicing
    Average: 8.0
    7.8
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Assembly
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    53,942 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    40 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir

Users
  • CEO
  • Founder
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 91% Small-Business
  • 3% 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.
  • Assembly is a platform for managing CRM, offering a centralized place for employees to access company apps, integrate third-party applications, and manage client interactions.
  • Reviewers like the user-friendly interface, the ability to customize the platform to their specific business needs, and the seamless integration with other software like Stripe, Airtable, and HubSpot.
  • Users reported issues with the mobile app performance, limited customization options, and a lack of certain features such as advanced automation and reporting capabilities.
Assembly 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
136
Customer Support
74
Easy Setup
71
Features
68
Intuitive
68
Cons
Missing Features
89
Limited Features
58
Limited Customization
42
Lacking Features
40
Integration Issues
30
View All Pros and Cons
Assembly features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
8.5
Billing and Invoicing
Average: 8.0
7.8
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
Assembly
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
53,942 Twitter followers
LinkedIn® Page
www.linkedin.com
40 employees on LinkedIn®
Aligned
(1,051)4.7 out of 5
2nd Easiest To Use in Client Portal software
Save to My Lists
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
    395
    Centralization
    193
    Team Collaboration
    182
    Efficiency
    181
    Intuitive
    161
    Cons
    Learning Curve
    62
    Missing Features
    62
    Limited Customization
    60
    Integration Issues
    58
    Limited Features
    55
    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
    7.4
    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
    59 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
395
Centralization
193
Team Collaboration
182
Efficiency
181
Intuitive
161
Cons
Learning Curve
62
Missing Features
62
Limited Customization
60
Integration Issues
58
Limited Features
55
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
7.4
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
59 employees on LinkedIn®
Moxo
(194)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Client Portal software
Save to My Lists
  • 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
    • CEO
    • Director
    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
    10,664 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    235 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
  • CEO
  • Director
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
10,664 Twitter followers
LinkedIn® Page
www.linkedin.com
235 employees on LinkedIn®
Zoho CRM
(2,884)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Save to My Lists
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
    257
    Features
    160
    Integrations
    130
    Lead Management
    109
    Easy Integrations
    105
    Cons
    Learning Curve
    100
    Poor Customer Support
    63
    Integration Issues
    62
    Limited Features
    62
    Slow Loading
    58
    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
    137,064 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
257
Features
160
Integrations
130
Lead Management
109
Easy Integrations
105
Cons
Learning Curve
100
Poor Customer Support
63
Integration Issues
62
Limited Features
62
Slow Loading
58
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
137,064 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
SuiteDash
(595)4.8 out of 5
9th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 98% Small-Business
    • 2% 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.
    • SuiteDash is a business solution that includes project management, business automation, and a newsletter system, among other features.
    • Users like the all-in-one functionality of SuiteDash, praising its intuitive interface, client portal, automation features, and the ability to white-label the platform, which enhances their business's professionalism and efficiency.
    • Reviewers experienced a steep learning curve with SuiteDash, noting that it can be overwhelming to understand the multiple tools and that it requires time investment for knowledge acquisition.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SuiteDash 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
    Customer Support
    20
    Features
    20
    Easy Setup
    18
    Customization
    17
    Automation
    16
    Cons
    Learning Curve
    24
    Steep Learning Curve
    18
    Learning Difficulty
    9
    Complex Setup
    6
    Limited Customization
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SuiteDash features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    9.4
    Billing and Invoicing
    Average: 8.0
    8.9
    Versioning
    Average: 8.1
    9.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SuiteDash
    Year Founded
    2012
    HQ Location
    Research Triangle Park, NC
    Twitter
    @SuiteDash
    1,181 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 98% Small-Business
  • 2% 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.
  • SuiteDash is a business solution that includes project management, business automation, and a newsletter system, among other features.
  • Users like the all-in-one functionality of SuiteDash, praising its intuitive interface, client portal, automation features, and the ability to white-label the platform, which enhances their business's professionalism and efficiency.
  • Reviewers experienced a steep learning curve with SuiteDash, noting that it can be overwhelming to understand the multiple tools and that it requires time investment for knowledge acquisition.
SuiteDash 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
Customer Support
20
Features
20
Easy Setup
18
Customization
17
Automation
16
Cons
Learning Curve
24
Steep Learning Curve
18
Learning Difficulty
9
Complex Setup
6
Limited Customization
5
View All Pros and Cons
SuiteDash features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
9.4
Billing and Invoicing
Average: 8.0
8.9
Versioning
Average: 8.1
9.4
Feedback
Average: 8.4
Seller Details
Seller
SuiteDash
Year Founded
2012
HQ Location
Research Triangle Park, NC
Twitter
@SuiteDash
1,181 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
trumpet
(1,076)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Save to My Lists
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
    391
    Customer Support
    179
    Time-saving
    154
    Engagement Improvement
    133
    Centralization
    132
    Cons
    Learning Curve
    61
    Missing Features
    51
    Limited Features
    50
    Layout Issues
    35
    Steep Learning Curve
    32
    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
391
Customer Support
179
Time-saving
154
Engagement Improvement
133
Centralization
132
Cons
Learning Curve
61
Missing Features
51
Limited Features
50
Layout Issues
35
Steep Learning Curve
32
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®
vcita
(80)4.5 out of 5
14th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software

    Users
    No information available
    Industries
    • Alternative Medicine
    • Accounting
    Market Segment
    • 88% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • vcita 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
    10
    Automations
    7
    Automation
    6
    Automation Efficiency
    6
    Integration
    6
    Cons
    Integration Issues
    6
    Expensive
    4
    Missing Features
    4
    Lack of Integration
    3
    Linking Issues
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • vcita features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    8.9
    Billing and Invoicing
    Average: 8.0
    7.7
    Versioning
    Average: 8.1
    7.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    vcita
    Year Founded
    2010
    HQ Location
    St. Petersburg Florida
    Twitter
    @vCita
    1,751 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    174 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software

Users
No information available
Industries
  • Alternative Medicine
  • Accounting
Market Segment
  • 88% Small-Business
  • 10% Mid-Market
vcita 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
10
Automations
7
Automation
6
Automation Efficiency
6
Integration
6
Cons
Integration Issues
6
Expensive
4
Missing Features
4
Lack of Integration
3
Linking Issues
3
View All Pros and Cons
vcita features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
8.9
Billing and Invoicing
Average: 8.0
7.7
Versioning
Average: 8.1
7.6
Feedback
Average: 8.4
Seller Details
Seller
vcita
Year Founded
2010
HQ Location
St. Petersburg Florida
Twitter
@vCita
1,751 Twitter followers
LinkedIn® Page
www.linkedin.com
174 employees on LinkedIn®
Clinked
(147)4.8 out of 5
1st Easiest To Use in Client Portal software
Save to My Lists
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
    176
    Collaboration
    171
    Team Collaboration
    149
    Sharing Ease
    97
    File Sharing
    91
    Cons
    Limited Customization
    28
    Learning Curve
    16
    Integration Issues
    15
    Missing Features
    15
    Slow Performance
    14
    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
    1,296 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
176
Collaboration
171
Team Collaboration
149
Sharing Ease
97
File Sharing
91
Cons
Limited Customization
28
Learning Curve
16
Integration Issues
15
Missing Features
15
Slow Performance
14
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
1,296 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Vendasta AI Platform
(470)4.5 out of 5
Save to My Lists
Entry Level Price:$99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bil

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Management Consulting
    Market Segment
    • 85% Small-Business
    • 9% 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.
    • Vendasta AI Platform is a tool designed to manage clients and businesses, providing features such as white-labeled reports, listings management, reputation monitoring, client dashboards, and automated prospect audits.
    • Users frequently mention the platform's ease of use, robust AI features, and excellent customer support, highlighting its ability to streamline workflows and provide valuable insights.
    • Reviewers noted that the platform can feel complex and overwhelming for new users due to the depth of features available, and some have experienced occasional bugs and issues with navigation.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vendasta AI Platform 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
    8
    Helpful
    8
    Customer Support
    6
    Features
    5
    Business Growth
    4
    Cons
    Learning Curve
    3
    Limited Customization
    3
    Limited Features
    3
    Software Bugs
    3
    Bug Issues
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vendasta AI Platform features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    10.0
    Billing and Invoicing
    Average: 8.0
    10.0
    Versioning
    Average: 8.1
    10.0
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vendasta
    Company Website
    Year Founded
    2008
    HQ Location
    Saskatchewan
    Twitter
    @Vendasta
    3,932 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    775 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bil

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Management Consulting
Market Segment
  • 85% Small-Business
  • 9% 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.
  • Vendasta AI Platform is a tool designed to manage clients and businesses, providing features such as white-labeled reports, listings management, reputation monitoring, client dashboards, and automated prospect audits.
  • Users frequently mention the platform's ease of use, robust AI features, and excellent customer support, highlighting its ability to streamline workflows and provide valuable insights.
  • Reviewers noted that the platform can feel complex and overwhelming for new users due to the depth of features available, and some have experienced occasional bugs and issues with navigation.
Vendasta AI Platform 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
8
Helpful
8
Customer Support
6
Features
5
Business Growth
4
Cons
Learning Curve
3
Limited Customization
3
Limited Features
3
Software Bugs
3
Bug Issues
2
View All Pros and Cons
Vendasta AI Platform features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
10.0
Billing and Invoicing
Average: 8.0
10.0
Versioning
Average: 8.1
10.0
Feedback
Average: 8.4
Seller Details
Seller
Vendasta
Company Website
Year Founded
2008
HQ Location
Saskatchewan
Twitter
@Vendasta
3,932 Twitter followers
LinkedIn® Page
www.linkedin.com
775 employees on LinkedIn®
Wayfront.com
(19)4.7 out of 5
Save to My Lists
Entry Level Price:Starting at $99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Wayfront.com 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
    Customer Support
    5
    Ease of Use
    5
    Client Communication
    3
    Client Management
    3
    Efficiency
    3
    Cons
    Integration Issues
    2
    Expensive
    1
    Limited Design Capabilities
    1
    Limited Features
    1
    Missing Features
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Wayfront.com features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.4
    9.7
    Billing and Invoicing
    Average: 8.0
    9.2
    Versioning
    Average: 8.1
    9.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wayfront.com
    Company Website
    Year Founded
    2014
    HQ Location
    Remote, OO
    Twitter
    @spp_app
    LinkedIn® Page
    www.linkedin.com
    5 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
Wayfront.com 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
Customer Support
5
Ease of Use
5
Client Communication
3
Client Management
3
Efficiency
3
Cons
Integration Issues
2
Expensive
1
Limited Design Capabilities
1
Limited Features
1
Missing Features
1
View All Pros and Cons
Wayfront.com features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.4
9.7
Billing and Invoicing
Average: 8.0
9.2
Versioning
Average: 8.1
9.7
Feedback
Average: 8.4
Seller Details
Seller
Wayfront.com
Company Website
Year Founded
2014
HQ Location
Remote, OO
Twitter
@spp_app
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
Dock
(437)4.7 out of 5
7th Easiest To Use in Client Portal software
Save to My Lists
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
    270
    Setup Ease
    120
    Helpful
    113
    Easy Setup
    109
    Centralization
    105
    Cons
    Limited Customization
    50
    Missing Features
    41
    Missing Functionality
    38
    Integration Issues
    35
    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
    587 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
270
Setup Ease
120
Helpful
113
Easy Setup
109
Centralization
105
Cons
Limited Customization
50
Missing Features
41
Missing Functionality
38
Integration Issues
35
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
587 Twitter followers
LinkedIn® Page
www.linkedin.com
25 employees on LinkedIn®
Planhat
(882)4.5 out of 5
Optimized for quick response
Save to My Lists
  • 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
    238
    Customer Support
    165
    Helpful
    114
    Customization
    113
    Automation Efficiency
    107
    Cons
    Learning Curve
    114
    Complexity
    79
    Steep Learning Curve
    64
    Integration Issues
    61
    Missing Features
    59
    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
    1,054 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    220 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
238
Customer Support
165
Helpful
114
Customization
113
Automation Efficiency
107
Cons
Learning Curve
114
Complexity
79
Steep Learning Curve
64
Integration Issues
61
Missing Features
59
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
1,054 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Hubflo
(30)4.7 out of 5
Save to My Lists
Entry Level Price:$89.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Hubflo is a next-generation client portal that is specifically built for service businesses that want to make operations more efficient and provide a frictionless client experience. Hubflo is built to

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Consulting
    Market Segment
    • 93% Small-Business
    • 3% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hubflo 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
    Customer Support
    9
    Ease of Use
    9
    Centralization
    4
    Client Management
    3
    Intuitive
    3
    Cons
    Difficult Setup
    1
    Document Management
    1
    Learning Curve
    1
    Limited Features
    1
    Limited Reporting
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hubflo features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.4
    8.5
    Billing and Invoicing
    Average: 8.0
    10.0
    Versioning
    Average: 8.1
    8.5
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hubflo
    Company Website
    Year Founded
    2022
    HQ Location
    Paris 8e Arrondissement, FR
    Twitter
    @hubflo_app
    13 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Hubflo is a next-generation client portal that is specifically built for service businesses that want to make operations more efficient and provide a frictionless client experience. Hubflo is built to

Users
No information available
Industries
  • Marketing and Advertising
  • Consulting
Market Segment
  • 93% Small-Business
  • 3% Mid-Market
Hubflo 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
Customer Support
9
Ease of Use
9
Centralization
4
Client Management
3
Intuitive
3
Cons
Difficult Setup
1
Document Management
1
Learning Curve
1
Limited Features
1
Limited Reporting
1
View All Pros and Cons
Hubflo features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.4
8.5
Billing and Invoicing
Average: 8.0
10.0
Versioning
Average: 8.1
8.5
Feedback
Average: 8.4
Seller Details
Seller
Hubflo
Company Website
Year Founded
2022
HQ Location
Paris 8e Arrondissement, FR
Twitter
@hubflo_app
13 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
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  • Small-Business
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