Best Client Portal Software for Small Business - Page 3

How Many Client Portal Software Products Does G2 Track?

Total Products under this Category: 214

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Dynamo Software (+0.58%) - Among all products in this category, Dynamo Software recorded the largest rating increase compared to last month

Last updated: October 15, 2026

How Does G2 Rank Client Portal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,600+ Authentic Reviews
  • 214+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Client Portal Software

G2 Grid® for Client Portal Software plotting products by satisfaction and market presence

Highlighted products: Softr, TaxDome, Assembly, Aligned, Kontentino, Zoho CRM, trumpet, and SuiteDash.

Underlying data: [Grid® JSON](https://www.g2.com/categories/client-portal/grids.json?focus%5B%5D=softr&focus%5B%5D=taxdome&focus%5B%5D=assemblysoftware&focus%5B%5D=teamaligned&focus%5B%5D=kontentino&focus%5B%5D=zoho-crm&focus%5B%5D=trumpet&focus%5B%5D=suitedash&segment=small-business)

VobeSoft

VobeSoft is the modular platform for your work. Configure databases, automations, and views to streamline and optimize your operations—all within one flexible system. Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

Average Rating: 4.6/5.0

Total Reviews: 43

How Do G2 Users Rate VobeSoft?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 10.0/10 (Category avg: 8.1/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind VobeSoft?

  • Seller: VobeSoft
  • Year Founded: 2011
  • HQ Location: s-Hertogenbosch, North Brabant
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Insurance, Financial Services
  • Company Size: 61% Small, 36% Medium

What Do G2 Reviewers Say About VobeSoft?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of VobeSoft invaluable, allowing for flexible customizations without needing consultants.
  • Users value the easy customization of VobeSoft, enabling tailored solutions without needing external consultants.
  • Users value the flexibility of VobeSoft, enabling easy customization and efficient organization tailored to their needs.
  • Users value the high customizability of VobeSoft, making it easy to adapt to specific business needs.
  • Users value the flexibility and customization of VobeSoft, enhancing their business administration capabilities effectively.
Cons
  • Users find the learning curve steep, requiring time to master VobeSoft's features and data modeling capabilities.

What Are Recent G2 Reviews of VobeSoft?

What Are G2 Users Discussing About VobeSoft?

Accelo

Most PSA platforms tell you what happened. Accelo tells you what's coming. Professional services firms running on disconnected tools are making critical decisions on data that's always a few weeks behind: a project tool here, a resourcing spreadsheet there, an invoicing system that talks to neither. Scope drifts unnoticed. Margins erode before anyone sees them. Resourcing decisions get made on gut feel. And 42% of professional services firms are losing revenue they've already earned as a result. Accelo is an AI-powered PSA platform that connects project delivery, resourcing, and financials in one place and tells you what's coming before it becomes a problem. Not another tool to add to the stack. The platform that replaces the gaps between them. Where traditional PSA software records and reports, Accelo forecasts and flags. AI surfaces scope drift and margin risk in real time, while there's still a conversation to have, not a write-off to explain. Intelligent resourcing matches people to work based on skills, workload, and past performance, not just who has an opening in a spreadsheet. Capacity gaps show up against your live pipeline before they affect delivery, not after a hiring decision goes wrong. Accelo's AI is embedded across the platform, not bolted on as a separate module or a marketing claim. Predictive risk flagging monitors projects, resourcing, and financials simultaneously, surfacing early warning signals before they escalate. AI-predicted project completion dates update in real time as delivery data changes. Automated time capture logs billable hours as work happens, closing the gap between hours worked and revenue collected. Intelligent resource matching evaluates skills, workload, and past project performance (not just calendar availability) to recommend the right person for every engagement. For teams already using AI tools in their workflow, Accelo connects natively to ChatGPT, Claude, Gemini, and Microsoft Copilot via MCP, enabling natural language queries against live project, resource, and financial data without leaving the tools your team already uses. Every project your team completes makes the platform's recommendations sharper. Accelo serves agencies, consulting firms, IT services companies, and other professional services businesses with 20 to +500 employees managing a mix of project and retainer work, where leadership is making decisions based on incomplete or delayed data and the cost of finding out too late is already showing up in the margins.

Average Rating: 4.3/5.0

Total Reviews: 661

How Do G2 Users Rate Accelo?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.7/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Accelo?

  • Seller: Accelo
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Denver, Colorado
  • Twitter: @accelo
    2,980 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 72% Small, 25% Medium

What Do G2 Reviewers Say About Accelo?

AI-generated summary from verified user reviews

Pros
  • Users find Accelo easy to learn and access, enhancing collaboration and task management across various departments.
  • Users appreciate the effective project tracking features of Accelo, enhancing coordination and profitability across all tasks.
  • Users appreciate the efficiency of Accelo, seamlessly integrating multiple tools to streamline business processes and enhance productivity.
  • Users appreciate the integrated client management features of Accelo, enhancing coordination and transparency across all projects.
  • Users benefit from efficient task and project management in Accelo, enhancing transparency and profitability across teams.
Cons
  • Users find missing features in Accelo, like insufficient reporting and complex processes, hinder usability and efficiency.
  • Users find the learning curve steep, causing confusion and frustration with implementation and insufficient training support.
  • Users are frustrated with Accelo's limited features, outdated UI, and lack of effective customer support.
  • Users find Accelo's complexity overwhelming, with difficult configurations and inadequate training leading to frustration and inefficiency.
  • Users find limited customization in Accelo, making it challenging to tailor workflows and reports to specific needs.

What Are Recent G2 Reviews of Accelo?

What Are G2 Users Discussing About Accelo?

Jahia DXP

Jahia is a digital platform combining a hybrid CMS and DXP, built for organizations that manage complex content environments and require strong control over their data, architecture, and digital operations. A hybrid CMS for editorial flexibility and distribution agility: Jahia CMS supports both traditional and headless approaches. Content teams work through rich editorial interfaces, while developers distribute content via APIs to any front-end experience, including websites, mobile applications, portals, and third-party systems. This architecture is particularly suited to multi-site, multi-brand, and portal deployments where content governance and distribution speed are equally critical. A DXP with native CDP capabilities: On the experience side, Jahia collects, unifies, and activates customer data through built-in CDP capabilities, enabling real-time personalization without requiring a separate CDP. Organizations retain ownership of their customer data within a controlled environment, without adding unnecessary data silos. AI-assisted productivity: Built-in AI features, including automatic translation, writing assistance, and automated content classification, reduce manual effort and accelerate time to market for both editorial and technical teams, helping business users move faster while developers stay focused on high-value work. Open architecture, built for complex ecosystems: Jahia is built on a modular, API-first architecture that integrates with existing systems such as CRM, analytics, DAM, and e-commerce platforms. It deploys in the cloud or on-premises, giving organizations control over their infrastructure, security posture, and compliance requirements without locking teams into a rigid technology stack. Designed for collaboration: Jahia bridges the gap between business and technical teams. Granular roles, permissions, and workflows give each team the autonomy they need without creating governance gaps. Content editors, marketers, and developers work in the same environment, with clear boundaries and shared visibility. Trusted by NASA, Marriott Vacations Worldwide, Ben & Jerry’s, and the European Parliament, Jahia is designed for teams that treat data control, architectural flexibility, and digital experience performance not as options, but as requirements.

Average Rating: 4.4/5.0

Total Reviews: 597

How Do G2 Users Rate Jahia DXP?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 8.6/10 (Category avg: 8.5/10)

Who Is the Company Behind Jahia DXP?

  • Seller: Jahia
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Geneva, CH
  • Twitter: @jahia
    5,723 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Product Owner, Business Analyst
  • Top Industries: Insurance, Information Technology and Services
  • Company Size: 33% Large, 33% Small

What Do G2 Reviewers Say About Jahia DXP?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive ease of use of Jahia DXP, enhancing their experience in digital management.
  • Users value Jahia DXP for its flexible and modular content management, enhancing collaboration and streamlining digital experiences.
  • Users appreciate the flexibility of Jahia DXP, enabling easy content management and customization for various needs.
  • Users value Jahia DXP's integration-friendly design, facilitating seamless connections and enhancing collaboration across teams.
  • Users appreciate the intuitive interface of Jahia DXP, enhancing ease of use and overall productivity.
Cons
  • Users find the learning curve steep for Jahia DXP, requiring time and technical knowledge to navigate effectively.
  • Users face a steep learning curve with Jahia DXP, encountering complexity in advanced features and integrations.
  • Users find the complexity of Jahia DXP leads to a steep learning curve, hindering initial setup and maintenance.
  • Users express concern about the technical expertise required, making Jahia DXP challenging for non-technical teams to navigate.
  • Users find the difficult learning curve of Jahia DXP challenging, particularly those without technical expertise.

What Are Recent G2 Reviews of Jahia DXP?

What Are G2 Users Discussing About Jahia DXP?

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Uku

Uku is a powerful, beautiful, and easy-to-use accounting practice management platform for ambitious firms. Every accountant runs their whole day from one list. Tasks, deadlines, and recurring workflows for every client are sorted the moment they log in, so month-end close never sneaks up and nothing slips. Recurring work generates itself, and one click tracks time straight to billing. When someone is out, the firm keeps running. Add a vacation and Uku reassigns the work automatically, so no deadline falls through and no one scrambles to cover. Billing that used to take days now takes minutes. Uku turns tracked time and your price lists into accurate invoices and e-invoices in a click, chases the unpaid ones, and lets clients pay by card inside the portal. Firms tell us this is where they stop leaving money on the table. The client portal chases missing documents for you. Uku knows what is missing and asks the client before the task even starts, then keeps every file, task, and message in one shared timeline instead of scattered inboxes. Reports show which clients are actually profitable, so you price fairly and fix what drains the firm. Connects to QuickBooks, Xero, e-conomic, and Microsoft 365. In interviews with firms of 15 to 56 people, Uku lifted profit per firm by 28% and saved 12+ hours per person every week. Over 1,000 firms trust Uku, and most are up and running in 1 to 3 weeks with free migration help. SOC 2 Type I certified, EU-hosted, available in 12 languages.

Average Rating: 4.7/5.0

Total Reviews: 111

How Do G2 Users Rate Uku?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.2/10 (Category avg: 8.1/10)
  • Versioning: 6.5/10 (Category avg: 8.1/10)
  • Feedback: 5.7/10 (Category avg: 8.5/10)

Who Is the Company Behind Uku?

  • Seller: Getuku
  • Year Founded: 2017
  • HQ Location: Tallinn, EE
  • Twitter: @accountinguku
    48 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 70% Small, 28% Medium

What Do G2 Reviewers Say About Uku?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Uku, appreciating its intuitive design and flexible, customizable options.
  • Users appreciate how Uku provides effective task management, enhancing workflow organization and client agreement clarity.
  • Users find Uku's efficiency improvement invaluable for task management and time tracking, enhancing daily productivity.
  • Users find Uku to be a time-saving tool, streamlining tasks and enhancing productivity across their teams.
  • Users value the effective time tracking of Uku, enhancing productivity and optimizing team workflows effortlessly.
Cons
  • Users find task management challenging due to difficulties in tracking and scheduling recurring tasks effectively.
  • Users find the learning curve steep for recurring tasks in Uku, requiring time and effort to navigate.
  • Users find the difficult learning process with recurring tasks in Uku to be confusing and time-consuming.
  • Users find the limited functionality of Uku's mobile app frustrating compared to the more robust desktop experience.
  • Users experience task management issues with complex recurring tasks, leading to confusion and potential duplicates in scheduling.

What Are Recent G2 Reviews of Uku?

Ideagen Collaboration Portal

Ideagen Collaboration Portal (formerly Ideagen Huddle) is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Collaboration Portal, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Collaboration Portal is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.

Average Rating: 4.2/5.0

Total Reviews: 139

How Do G2 Users Rate Ideagen Collaboration Portal?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.7/10 (Category avg: 8.1/10)
  • Versioning: 8.2/10 (Category avg: 8.1/10)
  • Feedback: 7.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Ideagen Collaboration Portal?

  • Seller: Ideagen
  • Year Founded: 2000
  • HQ Location: Ruddington, Nottingham
  • Twitter: @Ideagen_
    2,172 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,445 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management, Government Administration
  • Company Size: 42% Small, 32% Large

What Do G2 Reviewers Say About Ideagen Collaboration Portal?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Ideagen Collaboration Portal enhances their experience and ensures swift implementation.
  • Users commend the exceptional customer support of Ideagen Collaboration Portal, ensuring responsiveness and satisfaction with services.
  • Users value the easy collaboration features of Ideagen Collaboration Portal, enhancing teamwork and project management efficiency.
  • Users find the easy setup of the Ideagen Collaboration Portal simplifies collaboration across diverse stakeholders and projects.
  • Users appreciate the solid security features of Ideagen Collaboration Portal, ensuring the safety of sensitive information.
Cons
  • Users are frustrated by hidden costs and difficult cancellation policies, leading to dissatisfaction with Ideagen Collaboration Portal.
  • Users find the difficult learning curve challenging, especially for those unfamiliar with computers and the interface.
  • Users report issues with inconsistent editing and performance in the Ideagen Collaboration Portal, affecting overall usability.
  • Users find the Ideagen Collaboration Portal expensive due to high charges for basic features and unreliable customer support.
  • Users experience inconvenience from frequent logins and limited mobile app functionality, hindering overall usability.

What Are Recent G2 Reviews of Ideagen Collaboration Portal?

What Are G2 Users Discussing About Ideagen Collaboration Portal?

SuiteFiles

SuiteFiles is an intelligent workspace solution specifically designed for professional service firms, aimed at streamlining the way teams manage their documents and client interactions. This comprehensive platform integrates essential functions such as document creation, review, approval, client collaboration, and digital signing into a single, cohesive system. By eliminating the need to juggle multiple folders, emails, and manual follow-ups, SuiteFiles provides a structured environment that enhances productivity and ensures efficient completion of work. The target audience for SuiteFiles encompasses a diverse range of professional service firms, including accounting firms, law firms, and consultancy agencies. These organizations often handle extensive documentation and require effective communication with clients. SuiteFiles addresses these challenges by creating a centralized workspace where all relevant documents, conversations, and approvals are easily accessible. This organization reduces the likelihood of important information being overlooked or lost, ultimately fostering better collaboration among team members and clients. Key features of SuiteFiles include seamless integration with widely-used tools such as Microsoft 365, Xero, Karbon, WorkflowMax, HubSpot, and QuickBooks Online. This compatibility allows firms to enhance their existing tech stack rather than complicate it with additional software. By connecting these tools, SuiteFiles helps create a more efficient workflow, enabling users to manage their tasks and client interactions without the hassle of switching between different applications. The platform’s ability to consolidate various functions into one interface simplifies the user experience and promotes a more streamlined approach to document management. The benefits of using SuiteFiles extend beyond mere organization; it empowers professional service firms to focus on their core competencies by minimizing busy work. With everything living in context, teams can spend less time chasing down documents or coordinating approvals and more time on delivering quality service to their clients. The platform promotes clarity and control, ensuring that all team members are aligned and that client confidence is maintained throughout the process. SuiteFiles is designed for firms that prioritize efficiency and client satisfaction. By providing an intelligent workspace that consolidates essential functions and integrates with existing tools, it enables professional service firms to work smarter, not harder, ultimately leading to more finished work and enhanced client relationships. This solution not only supports the operational needs of these firms but also contributes to a more collaborative and productive work environment.

Average Rating: 4.5/5.0

Total Reviews: 65

How Do G2 Users Rate SuiteFiles?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 7.0/10 (Category avg: 8.1/10)
  • Versioning: 8.8/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind SuiteFiles?

  • Seller: SuiteFiles
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Wellington, NZ
  • Twitter: @SuiteFiles
    681 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director
  • Top Industries: Accounting
  • Company Size: 94% Small, 6% Medium

What Do G2 Reviewers Say About SuiteFiles?

AI-generated summary from verified user reviews

Pros
  • Users find that SuiteFiles enhances document organization, streamlining collaboration and providing easy access to necessary information.
  • Users find SuiteFiles to be incredibly easy to use, streamlining workflows and enhancing collaboration effortlessly.
  • Users appreciate the centralization of documents in SuiteFiles, enhancing collaboration and efficiency for teams and clients.
  • Users value the efficient email filing in SuiteFiles, ensuring important communications are securely organized and easily accessible.
  • Users appreciate the quick and reliable customer support of SuiteFiles, enhancing their overall experience and efficiency.
Cons
  • Users find the accessibility issues of SuiteFiles can make document retrieval somewhat frustrating and cumbersome.
  • Users find the difficult learning curve challenging, impacting their ability to adapt quickly to SuiteFiles.
  • Users find the difficult navigation in SuiteFiles can be cumbersome when accessing documents, affecting overall efficiency.
  • Users find the document access to be a bit chunky, which can hinder their efficiency and ease of use.
  • Users find the access to documents can be a bit chunky, leading to a less smooth experience.

What Are Recent G2 Reviews of SuiteFiles?

Collect

Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU. Customer data is encrypted both at rest and when in transit. // Integrate with the tools you use Collect integrates perfectly in your existing workflow and with your existing tools thanks to its native integrations, its api and its zapier integration. Collect is easy to set up. Create a free trial account and collect your first client documents in minutes. No coding or advanced technical skills needed. 👉 Learn more at www.usecollect.com

Average Rating: 4.6/5.0

Total Reviews: 17

How Do G2 Users Rate Collect?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Collect?

Who Uses This Product?

  • Company Size: 83% Small, 11% Medium

What Do G2 Reviewers Say About Collect?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of Collect, streamlining workflows and enhancing ease of use for franchisees.
  • Users appreciate the adaptable client portal for streamlined forms, improved feedback tracking, and real-time campaign insights.
  • Users value the customizability of Collect, enjoying tailored features that streamline processes for franchisees.
  • Users appreciate the dashboard customization in Collect for its adaptability and real-time insights on campaigns.
  • Users value the intuitive visual progress dashboard that provides real-time insights and enhances campaign management.
Cons
  • Users often find the initial complexity of Collect's settings overwhelming, requiring time to navigate and learn the interface.
  • Users find the learning curve challenging due to overwhelming customization options and the need for a guided UI.
  • Users find the initial overwhelm of advanced settings challenging, needing time to master the platform's features.

What Are Recent G2 Reviews of Collect?

What Are G2 Users Discussing About Collect?

Onehub

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.

Average Rating: 4.2/5.0

Total Reviews: 45

How Do G2 Users Rate Onehub?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.2/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 7.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Onehub?

  • Seller: Onehub
  • Year Founded: 2007
  • HQ Location: Seattle, WA
  • Twitter: @onehub
    530 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 56% Small, 29% Large

What Are Recent G2 Reviews of Onehub?

What Are G2 Users Discussing About Onehub?

Liscio

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

Average Rating: 4.6/5.0

Total Reviews: 12

How Do G2 Users Rate Liscio?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.3/10 (Category avg: 8.1/10)
  • Versioning: 9.2/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Liscio?

  • Seller: Liscio
  • Year Founded: 2017
  • HQ Location: San Francisco, CA
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 100% Small

What Are Recent G2 Reviews of Liscio?

What Are G2 Users Discussing About Liscio?

Along

Along is a collaborative workspace for complex B2B sales. Like a virtual desk between sellers and buyers, the tool connects all stakeholders in a single interface. A shared task list (Mutual Action Plan) is used as a central guideline for all content as well as participants or other information of the deal. Using tracking and analytics, sales reps get completely new insights into the buyer behaviour and can better understand at which point they have to optimize or why prospects are churning. On top of that, the tool allows c-level managers to generate deeper knowledge about the performance of their own reps and use this information to build repeatable and scalable processes.

Average Rating: 4.9/5.0

Total Reviews: 58

How Do G2 Users Rate Along?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.3/10 (Category avg: 8.1/10)
  • Versioning: 8.6/10 (Category avg: 8.1/10)
  • Feedback: 9.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Along?

  • Seller: Along
  • Year Founded: 2022
  • HQ Location: Berlin, DE
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 78% Small, 22% Medium

What Do G2 Reviewers Say About Along?

AI-generated summary from verified user reviews

Pros
  • Users praise the excellent customer support, with timely onboarding assistance and effective query resolution.
  • Users value the centralization of Along, enhancing collaboration and effectiveness in managing their sales processes.
  • Users appreciate the enhanced visibility of engagement and communication with prospects, improving follow-ups and collaboration.
  • Users enjoy the real-time engagement insights from Along, enhancing their sales processes and improving follow-up effectiveness.
  • Users value the enhanced customer success features of Along, improving engagement and professional connectivity throughout the sales process.
Cons
  • Users express disappointment over missing features like more built-in templates and limited memory for uploads.
  • Users find difficult customization due to unflexible modules and limited options for colors, fonts, and video uploads.
  • Users find flexibility issues with limited customization options and constraints on video uploads from external tools.
  • Users are frustrated by limited features, including unflexible modules and insufficient upload capacity for larger files.
  • Users face upload issues due to limited file sizes and memory capacity for larger multimedia files.

What Are Recent G2 Reviews of Along?

CoordinateHQ

Built for teams that deliver client projects, CoordinateHQ is a client project management hub that helps service businesses grow while also delighting clients. It’s the best of both worlds: greater operational efficiency and a superior client experience.

Average Rating: 4.9/5.0

Total Reviews: 16

How Do G2 Users Rate CoordinateHQ?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.6/10 (Category avg: 8.1/10)
  • Versioning: 8.3/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind CoordinateHQ?

  • Seller: Coordinate
  • Year Founded: 2020
  • HQ Location: Redwood City, CA
  • Twitter: @coordinatehq
    113 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 94% Small, 6% Medium

What Are Recent G2 Reviews of CoordinateHQ?

Shape Software

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape today.

Average Rating: 4.5/5.0

Total Reviews: 59

How Do G2 Users Rate Shape Software?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.7/10 (Category avg: 8.1/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Shape Software?

  • Seller: Shape Software
  • HQ Location: Irvine, California
  • Twitter: @ShapeBizTech
    656 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Accounting
  • Company Size: 60% Small, 35% Medium

What Do G2 Reviewers Say About Shape Software?

AI-generated summary from verified user reviews

Pros
  • Users value the advanced email marketing features of Shape Software, enhancing their marketing automation efforts effectively.
  • Users appreciate the advanced lead management features of Shape Software, enhancing their marketing automation efforts.
  • Users find the marketing automation tools of Shape Software effective for managing campaigns and leads efficiently.
  • Users value the marketing automation tools in Shape Software, enhancing their email campaigns and lead management efficiency.
  • Users appreciate the marketing automation tools in Shape Software, enhancing their campaigns with efficiency and effectiveness.
Cons
  • Users find editing limitations in Shape Software frustrating, with constraints on customization and expensive pricing structures.
  • Users highlight the expensive pricing of Shape Software, with numerous additional fees making it less appealing.
  • Users face API issues with Shape Software, noting limitations in functionality and restrictive usage limits despite additional fees.
  • Users note the limited customization and additional costs of Shape Software, leading to frustration with its functionality.
  • Users report billing issues with Shape Software, including difficulties in cancellation and unexpected contract commitments.

What Are Recent G2 Reviews of Shape Software?

What Are G2 Users Discussing About Shape Software?

SmartVault

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.

Average Rating: 4.3/5.0

Total Reviews: 98

How Do G2 Users Rate SmartVault?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.0/10 (Category avg: 8.1/10)
  • Versioning: 5.8/10 (Category avg: 8.1/10)
  • Feedback: 6.7/10 (Category avg: 8.5/10)

Who Is the Company Behind SmartVault?

  • Seller: GetBusy
  • Year Founded: 1998
  • HQ Location: CAMBRIDGE, Cambridgeshire
  • Twitter: @getbusy
    453 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    86 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 82% Small, 13% Medium

What Do G2 Reviewers Say About SmartVault?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SmartVault, finding it intuitive for file uploading, organizing, and sharing.
  • Users find SmartVault's easy upload feature extremely convenient for securely managing and sharing documents effortlessly.
  • Users commend SmartVault for its secure sharing capabilities, simplifying document management with user-friendly features.
  • Users value SmartVault for its strong security measures, ensuring secure uploads and seamless access for clients.
  • Users appreciate the secure file sharing capabilities of SmartVault, enabling safe and efficient document management.
Cons
  • Users find the limited customization options frustrating, impacting their ability to tailor SmartVault to their needs.
  • Users find SmartVault to be expensive, making it less suitable for smaller businesses or individual use.
  • Users express concerns over high pricing for SmartVault, making it less suitable for smaller businesses or individuals.
  • Users find the high cost of SmartVault to be a barrier, particularly for smaller businesses and individuals.
  • Users faced integration issues with SmartVault, leading to the creation of numerous duplicate entries.

What Are Recent G2 Reviews of SmartVault?

What Are G2 Users Discussing About SmartVault?

Profi

Profi is an all-in-one operating platform for professional service providers incl. coaches, consultants, trainers, therapists, and others. Built for professional service providers, Profi helps you easily streamline all operations and grow your business more efficiently. Trusted by 1000+ professionals, Profi allows you to: - Save 140 hours per year by automating busywork - Easily impress clients by providing a differentiating experience - Expand your business offerings You can use Profi as a solo provider, as a team of professionals, or as a business. Common use cases: - Schedule 1:1 and group coaching sessions with clients - Run sessions through built-in video conferencing tool or Zoom - Create and sell courses/programs - Track your clients' progress and engage them with forms - Charge membership or subscription fees - Get paid for sessions and other services through a unified billing system

Average Rating: 4.7/5.0

Total Reviews: 74

How Do G2 Users Rate Profi?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 9.1/10 (Category avg: 8.1/10)
  • Versioning: 8.5/10 (Category avg: 8.1/10)
  • Feedback: 9.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Profi?

  • Seller: Profi
  • Year Founded: 2021
  • HQ Location: Los Angeles, CA
  • Twitter: @Profi_io
    96 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Professional Training & Coaching
  • Company Size: 85% Small, 14% Medium

What Do G2 Reviewers Say About Profi?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Profi, highlighting its intuitive design and excellent support from the team.
  • Users commend the exceptional customer support from Profi, highlighting dedicated assistance and prompt responses during onboarding.
  • Users love the comprehensive features of Profi, including customizable coaching programs and outstanding support during onboarding.
  • Users praise the all-in-one solution of Profi, streamlining tools and enhancing management for coaching programs.
  • Users find Profi's interface intuitive, allowing easy navigation and seamless integration of various coaching tools and resources.
Cons
  • Users find the limited features of Profi frustrating, especially regarding branding and assessment customization.
  • Users report challenges due to the lack of telephone support, relying solely on email for assistance instead.
  • Users desire more customization options in Profi, feeling limited by the current branding and profile link setup.
  • Users find the lack of features like question re-ordering frustrating, but improvements are promised by support.
  • Users note limited customization options, wishing for more robust branding features despite appreciating the software's overall quality.

What Are Recent G2 Reviews of Profi?

What Are G2 Users Discussing About Profi?

SuperOkay

SuperOkay offers freelancers, agencies, and service providers, an easy-to-use white-labeled dashboard where you and your client could keep all the important project information, docs, apps, files, and assets in one place. If you’re doing marketing, design, or development for clients, this is the client portal you’ve been waiting for. Key Features: 💡White-labeled and Custom domain name 💡Embed the apps you already use (from Airtable to Trello, Figma, Miro, and many more) 💡Quick Links - the most important links your client needs to have at hand 💡Rich document editor with smart modules like Pricing Tables, interactive inputs, and more 💡Reusable blocks, Case Studies, and Team Bios to save time. Use cases: ✅ Gather information and docs from clients with our interactive briefs ✅ Manage and approve proposals for new work ✅ Send cost estimates and get them approved ✅ Get get feedback and approval on work ✅ Assign your clients action items so it’s clear what needs to be done to keep the project moving ✅ Share live reports and dashboards (Google Data Studio, Airtable) with Embedded Apps ✅ Create a knowledge base so your client knows how to address the most common questions they might have.

Average Rating: 4.6/5.0

Total Reviews: 44

How Do G2 Users Rate SuperOkay?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 8.7/10 (Category avg: 8.1/10)
  • Versioning: 7.9/10 (Category avg: 8.1/10)
  • Feedback: 8.9/10 (Category avg: 8.5/10)

Who Is the Company Behind SuperOkay?

  • Seller: SuperOkay
  • Year Founded: 2018
  • HQ Location: London, GB
  • Twitter: @ThisIsSuperOkay
    120 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Design
  • Company Size: 93% Small

What Do G2 Reviewers Say About SuperOkay?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of SuperOkay, enjoying its intuitive interface for effective client collaboration.
  • Users value the quick and dedicated customer support of SuperOkay, enhancing their overall experience and satisfaction.
  • Users enjoy the sharing ease of SuperOkay, facilitating seamless collaboration and information updates with clients.
  • Users value the transparency of SuperOkay, enhancing communication and collaboration with clients through shared spaces.
  • Users love the intuitive and sleek interface of SuperOkay, enhancing organization and client communication significantly.
Cons
  • Users find the missing features like 2FA and survey functionality disappointing, affecting their overall experience with SuperOkay.
  • Users note the absence of mobile applications for SuperOkay, though the mobile functionality remains quite effective.
  • Users are frustrated with the slow loading and delays in feature updates, affecting overall usability and efficiency.
  • Users are frustrated with the slow performance of SuperOkay, particularly the lengthy development times for basic features.

What Are Recent G2 Reviews of SuperOkay?

What Are G2 Users Discussing About SuperOkay?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated