# Best Client Portal Software for Small Business - Page 3

## How Many Client Portal Software Products Does G2 Track?

**Total Products under this Category:** 158

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Workiro (+1.18%) - Among all products in this category, Workiro recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank Client Portal Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 18,300+ Authentic Reviews
- 158+ 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](https://www.g2.com/categories/client-portal/grids.png?focus%5B%5D=155020&focus%5B%5D=139051&focus%5B%5D=1202953&focus%5B%5D=103264&focus%5B%5D=19397&focus%5B%5D=1243761&focus%5B%5D=576&focus%5B%5D=56663)

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

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

**Sponsored**

### Tresorit

Tresorit is a secure content collaboration platform designed to help individuals and organizations store, sync, and share sensitive information while prioritizing privacy. This comprehensive solution integrates encrypted storage, file sharing, collaboration tools, data rooms, and e-signatures into a single product family. Trusted by thousands of organizations worldwide, Tresorit is part of Swiss Post and serves as a privacy-first alternative to mainstream cloud tools, particularly for teams managing confidential files, regulated data, or client-facing work. At the heart of Tresorit is its commitment to zero-knowledge, end-to-end encryption. This means that files are encrypted on the user's device before being uploaded, and the encryption keys remain inaccessible to Tresorit itself. As a result, the platform cannot read customer content, ensuring that sensitive information remains protected even in the event of infrastructure compromise. Tresorit's cryptographic design choices are specifically intended to prevent data leakage through content matching or server-side visibility, providing users with peace of mind regarding their data security. Tresorit SecureCloud serves as an encrypted workspace that facilitates both internal collaboration and external exchanges. It supports secure file storage, syncing, and team collaboration while maintaining user-friendly workflows. The platform offers personal and business plans, with personal use functioning as an encrypted vault for sensitive documents and business use providing a secure workspace that emphasizes IT control, governance, and collaboration. This dual approach caters to a wide range of users, from individuals to large organizations. The Tresorit Drive experience allows users to access encrypted content through familiar interfaces such as Windows File Explorer and macOS Finder. This feature includes “cloud-only” access, which prevents the need to store all files locally, thus enhancing efficiency while maintaining centralized control. Administrators have the capability to take action if a device is lost or compromised, such as revoking access and unlinking the device to mitigate risks. For secure external sharing, Tresorit FileSharing offers robust access control features. Users can protect sharing links with expiration rules, passwords, watermarks, and restrictions on downloading or printing, all while benefiting from detailed activity tracking and auditing. Additionally, Tresorit integrates seamlessly into email workflows like Outlook and Gmail, helping to minimize the risks associated with sending sensitive attachments. For structured client collaboration, Tresorit Engage provides customizable, encrypted data rooms that support ongoing projects, role-based access control, and granular permissions, making it particularly useful for industries such as legal, finance, and consulting. Tresorit also enhances its offerings with Tresorit eSign, which combines document signing with encrypted file handling, supporting EU-qualified electronic signatures for high-trust workflows. Tresorit Email Encryption allows users to send encrypted emails directly from Outlook, ensuring secure communication without imposing complex setups on recipients. On the compliance front, Tresorit boasts strong security validation and certifications, including ISO 27001:2022 and Common Criteria EAL4+, while also supporting compliance with frameworks like GDPR and HIPAA. With data residency options across multiple regions, organizations can align their storage locations with legal and governance requirements, further solidifying Tresorit's position as a trusted solution for secure content collaboration.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2232&secure%5Bchosen_at%5D=2026-08-01T18%3A37%3A19Z&secure%5Bdisplayable_resource_id%5D=2232&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2232&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20629&secure%5Bresource_id%5D=2232&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fclient-portal%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=60c0b7b5f3d3e285d89e3cb5a8aee20a1db3ba6a66fc6dcf39abf6ab257b00e2&secure%5Burl%5D=https%3A%2F%2Ftresorit.com&secure%5Burl_type%5D=company_website)

### [Accelo](https://www.g2.com/products/accelo/reviews)

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: 8.2/10)
- **Feedback:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Accelo?

- **Seller:** [Accelo](https://www.g2.com/sellers/accelo)
- **Company Website:** www.accelo.com
- **Year Founded:** 2011
- **HQ Location:** Denver, Colorado
- **Twitter:** @accelo  
2,980 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b77c15aa0278341164920175d99b33a5e7f6d729a1fa5ac8b0a40db4bf5dfc81&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F6652457%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 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 value the **ease of use** of Accelo, enjoying seamless access and efficient project management across departments.
- Users value the **comprehensive project oversight** of Accelo, enhancing coordination, efficiency, and profitability across tasks.
- Users value the **seamless integration** of Accelo, enhancing efficiency across multiple business functions for scalable growth.
- Users appreciate the **integrated client management** features of Accelo, enhancing efficiency and supporting business growth.
- Users value the **effective task management** provided by Accelo, enhancing project tracking and minimizing manual overhead.

##### Cons

- Users express frustration over **missing features** in Accelo, impacting usability and complicating task management.
- Users struggle with the **steep learning curve** of Accelo, requiring extensive configuration and causing frustration for small businesses.
- Users criticize Accelo for its **limited features** , which hinder efficiency and contribute to poor overall performance.
- Users find Accelo's **complexity** overwhelming, noting its steep learning curve and confusing multitude of options.
- Users find the **limited customization** in Accelo frustrating, hindering ability to tailor workflows to their unique needs.

#### What Are Recent G2 Reviews of Accelo?

**["Total control of projects and billing in an integrated and agile platform"](https://www.g2.com/survey_responses/accelo-review-12720113)**

**Rating:** 4.0/5.0 stars

_— Antonio H._

[Read full review](https://www.g2.com/survey_responses/accelo-review-12720113)

**["Streamlined Project Management, But Setup Can Be Overwhelming for Small Businesses"](https://www.g2.com/survey_responses/accelo-review-11856029)**

**Rating:** 4.5/5.0 stars

_— Ifeoma E._

[Read full review](https://www.g2.com/survey_responses/accelo-review-11856029)

#### What Are G2 Users Discussing About Accelo?

- [What is Accelo used for?](https://www.g2.com/discussions/what-is-accelo-used-for) - 1 comment

### [Uku](https://www.g2.com/products/uku/reviews)

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:** 109

#### 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: 8.2/10)
- **Feedback:** 5.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Uku?

- **Seller:** [Getuku](https://www.g2.com/sellers/getuku)
- **Year Founded:** 2017
- **HQ Location:** Tallinn, EE
- **Twitter:** @accountinguku  
48 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe109c6a02eac5b280578ebe62baf778f92fbcdebbc69c889b05ed35211dd2a3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetuku%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 72% Small, 27% Medium

#### What Do G2 Reviewers Say About Uku?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Uku's **ease of use** impressive, noting its intuitive design and straightforward setup process.
- Users value Uku's **time tracking capabilities** , enabling improved efficiency and accountability for teams and projects.
- Users appreciate the **easy-to-use and attractive user interface** , enhancing their daily experience and company adaptation.
- Users value the **effective task management** in Uku, as it helps streamline planning and enhances workflow organization.
- Users love the **efficient organization** features of Uku, making time tracking and task management seamless for teams.

##### Cons

- Users find the **learning curve for recurring tasks** steep, leading to confusion and duplicate entries in Uku.
- Users find it **challenging to locate completed tasks** in Uku's calendar without exact dates, impacting ease of use.
- Users find the **difficult learning** curve of Uku frustrating, making task management complex and confusing.
- Users find **date issues** frustrating, as tasks may disappear or appear duplicated, complicating task management and planning.
- Users experience **integration issues** with Uku, facing complications in tasks management and inefficient manual processes.

#### What Are Recent G2 Reviews of Uku?

**["Effortless Task Management and Time Savings with Uku"](https://www.g2.com/survey_responses/uku-review-12201595)**

**Rating:** 4.0/5.0 stars

_— Kelly-Ly T._

[Read full review](https://www.g2.com/survey_responses/uku-review-12201595)

**["Easy Setup, Smooth Onboarding, and a Clear UI Overview"](https://www.g2.com/survey_responses/uku-review-13158722)**

**Rating:** 5.0/5.0 stars

_— Sámuel Sebastian W._

[Read full review](https://www.g2.com/survey_responses/uku-review-13158722)

### [Collect](https://www.g2.com/products/cleverbiz-collect/reviews)

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?

- **Seller:** [CleverBiz](https://www.g2.com/sellers/cleverbiz)
- **Year Founded:** 2018
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=00b0b1cacf6c353a97df958110874f845c4b84f0977140a6b2caf2bc45576f76&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fusecollect%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### 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 capabilities** in Collect, streamlining submissions and enhancing efficiency across franchise locations.
- Users value the **adaptive client portal** for its streamlined forms and effective team communication, enhancing workflow efficiency.
- Users value the **customizability** of Collect, allowing for tailored workflows and convenient mobile access for franchisees.
- Users value the **dashboard customization** features in Collect, streamlining client communication and enhancing team collaboration.
- Users appreciate the **intuitive dashboard usability** of Collect, which streamlines client interactions and enhances team collaboration.

##### Cons

- Users find the **complexity of customization options** overwhelming at first, making navigation and setup challenging initially.
- Users find the **learning curve steep** , with overwhelming options making it difficult to navigate and utilize advanced features effectively.
- Users find the **initial overwhelm** from customization options challenging but appreciate the platform's flexibility once learned.

#### What Are Recent G2 Reviews of Collect?

**["Easy to Search, Manage, and Organize Request Data"](https://www.g2.com/survey_responses/collect-review-12597454)**

**Rating:** 5.0/5.0 stars

_— kaiyu w._

[Read full review](https://www.g2.com/survey_responses/collect-review-12597454)

**["Credentials collected in half the time"](https://www.g2.com/survey_responses/collect-review-11288041)**

**Rating:** 5.0/5.0 stars

_— Nicolas M._

[Read full review](https://www.g2.com/survey_responses/collect-review-11288041)

#### What Are G2 Users Discussing About Collect?

- [What is the use of Collect?](https://www.g2.com/discussions/what-is-the-use-of-collect)
- [What is debt collection system?](https://www.g2.com/discussions/what-is-debt-collection-system)
- [What is collect software?](https://www.g2.com/discussions/what-is-collect-software)

### [Ideagen Collaboration Portal](https://www.g2.com/products/ideagen-collaboration-portal/reviews)

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: 8.2/10)
- **Feedback:** 7.2/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Ideagen Collaboration Portal?

- **Seller:** [Ideagen](https://www.g2.com/sellers/ideagen)
- **Year Founded:** 2000
- **HQ Location:** Ruddington, Nottingham
- **Twitter:** @Ideagen\_  
2,172 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6655b5ba4b1663e52d01d3ccebcf7f42ae8d5fa0ce0a5e9f1e935a92bf8234c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2280940&secure%5Burl_type%5D=linkedin_company_website)  
1,386 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** in Ideagen Collaboration Portal ensures seamless collaboration without the need for special training.
- Users laud the **exceptional customer support** , consistently highlighting the responsiveness and effectiveness of the Ideagen team.
- Users appreciate the **easy collaboration** offered by Ideagen Collaboration Portal, streamlining teamwork across diverse stakeholders.
- Users find the **easy setup** of Ideagen Collaboration Portal enhances collaborative efforts across diverse stakeholders.
- Users appreciate the **solid security features** of Ideagen Collaboration Portal, ensuring the safety of sensitive information.

##### Cons

- Users express concerns about **high cancellation fees** and poor support after years of loyalty to Ideagen Collaboration Portal.
- Users note a **difficult learning curve** , especially for those unfamiliar with technology, impacting overall usability.
- Users face **frequent editing issues** in documents, leading to frustrations and functionality limitations within the Ideagen Collaboration Portal.
- Users find the Ideagen Collaboration Portal **expensive** for its lack of basic features and poor customer support.
- Users face **inconvenience** with frequent re-logins and limited flexibility in workflows on the Ideagen Collaboration Portal.

#### What Are Recent G2 Reviews of Ideagen Collaboration Portal?

**["Great Collaboration Workspace for Sharing Documents and Planning Projects"](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)**

**Rating:** 4.5/5.0 stars

_— Carine P._

[Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-12239336)

**["Excellent for managing project documentation and its storage"](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)**

**Rating:** 4.5/5.0 stars

_— María de Lourdes R._

[Read full review](https://www.g2.com/survey_responses/ideagen-collaboration-portal-review-11466763)

#### What Are G2 Users Discussing About Ideagen Collaboration Portal?

- [How much does huddle cost?](https://www.g2.com/discussions/how-much-does-huddle-cost)
- [What is team huddle?](https://www.g2.com/discussions/what-is-team-huddle)
- [How do you use the Huddle app?](https://www.g2.com/discussions/how-do-you-use-the-huddle-app)
- [What is Huddle app?](https://www.g2.com/discussions/what-is-huddle-app)

### [Along](https://www.g2.com/products/along/reviews)

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: 8.2/10)
- **Feedback:** 9.5/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Along?

- **Seller:** [Along](https://www.g2.com/sellers/along)
- **Year Founded:** 2022
- **HQ Location:** Berlin, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7b639cf75bc8481dea7a7c949e4593d48b72e03b6b3619045e7c454e2a60fcbc&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falongtechnology%2F&secure%5Burl_type%5D=linkedin_company_website)  
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** provided by Along, aiding onboarding and promptly resolving queries.
- Users commend Along for its **centralization** , streamlining sales processes and enhancing engagement and follow-up effectiveness.
- Users value the **visibility of engagement** with prospects, enhancing follow-ups and streamlining communication for effective networking.
- Users love the **real-time engagement analytics** of Along, enhancing follow-ups and streamlining the sales process.
- Users value the **enhanced collaboration** features of Along, streamlining their communications and improving team efficiency.

##### Cons

- Users desire **more built-in templates** and greater memory capacity for larger file uploads in Along.
- Users find the **difficult customization** options limiting, wishing for more flexibility in layout and media uploads.
- Users find **flexibility issues** with modules, colors, and fonts, limiting their customization options for content layout.
- Users find **limited features** in Along, struggling with inflexible modules and insufficient upload capacity for larger files.
- Users experience **upload issues** due to limited file sizes, affecting the use of larger media files.

#### What Are Recent G2 Reviews of Along?

**["A Smart Sales Collaboration Tool!"](https://www.g2.com/survey_responses/along-review-10945396)**

**Rating:** 5.0/5.0 stars

_— Yesirat S._

[Read full review](https://www.g2.com/survey_responses/along-review-10945396)

**["A Game-Changer for Collaborative Sales!"](https://www.g2.com/survey_responses/along-review-10945371)**

**Rating:** 5.0/5.0 stars

_— Radhika N._

[Read full review](https://www.g2.com/survey_responses/along-review-10945371)

### [Onehub](https://www.g2.com/products/onehub/reviews)

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: 8.2/10)
- **Feedback:** 7.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Onehub?

- **Seller:** [Onehub](https://www.g2.com/sellers/onehub)
- **Year Founded:** 2007
- **HQ Location:** Seattle, WA
- **Twitter:** @onehub  
530 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14dd8df6168e20194a5bfd0eb0c453fb0b547c36d5be4c5a90bd92474db63010&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F230763%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of Onehub?

**["Onehub is the system that we needed to manage our documents"](https://www.g2.com/survey_responses/onehub-review-6792026)**

**Rating:** 5.0/5.0 stars

_— Brenda C._

[Read full review](https://www.g2.com/survey_responses/onehub-review-6792026)

**["OneHub for the entire team"](https://www.g2.com/survey_responses/onehub-review-5100040)**

**Rating:** 4.0/5.0 stars

_— Dawa G._

[Read full review](https://www.g2.com/survey_responses/onehub-review-5100040)

#### What Are G2 Users Discussing About Onehub?

- [What is mobile hub?](https://www.g2.com/discussions/what-is-mobile-hub)
- [How secure is Onehub?](https://www.g2.com/discussions/how-secure-is-onehub)
- [Is Onehub good?](https://www.g2.com/discussions/is-onehub-good) - 1 comment
- [What does Onehub do?](https://www.g2.com/discussions/what-does-onehub-do) - 1 comment

### [VobeSoft](https://www.g2.com/products/vobesoft/reviews)

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:** 42

#### 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: 8.2/10)
- **Feedback:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind VobeSoft?

- **Seller:** [VobeSoft](https://www.g2.com/sellers/vobesoft)
- **Year Founded:** 2011
- **HQ Location:** s-Hertogenbosch, North Brabant
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=469c5a49c3bbe947413336de34366dfd55c270a8352935f3fd0a340f24692e3d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvobesoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Insurance, Financial Services
- **Company Size:** 60% Small, 37% Medium

#### What Do G2 Reviewers Say About VobeSoft?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of VobeSoft, highlighting its flexibility and straightforward setup for custom needs.
- Users value the **easy customization** of VobeSoft, appreciating its flexibility and adaptability to their unique needs.
- Users highlight the **flexibility and customization** of VobeSoft, making it ideal for diverse organizational needs.
- Users value the **flexible customizability** of VobeSoft, which adapts effortlessly to their unique business needs.
- Users appreciate the **flexibility and customization** of VobeSoft, allowing for easy adaptation to specific business needs.

##### Cons

- Users note the **steep learning curve** with VobeSoft, requiring time to master data modeling and application usage.

#### What Are Recent G2 Reviews of VobeSoft?

**["Easy to use, configurable and great customer service"](https://www.g2.com/survey_responses/vobesoft-review-9041705)**

**Rating:** 5.0/5.0 stars

_— Steven L._

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9041705)

**["intuitive, adaptable, reliable and flexible"](https://www.g2.com/survey_responses/vobesoft-review-9881279)**

**Rating:** 4.5/5.0 stars

_— Verified User in Alternative Dispute Resolution_

[Read full review](https://www.g2.com/survey_responses/vobesoft-review-9881279)

#### What Are G2 Users Discussing About VobeSoft?

- [What is VobeSoft used for?](https://www.g2.com/discussions/what-is-vobesoft-used-for)

### [Liscio](https://www.g2.com/products/liscio/reviews)

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: 8.2/10)
- **Feedback:** 9.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Liscio?

- **Seller:** [Liscio](https://www.g2.com/sellers/liscio)
- **Year Founded:** 2017
- **HQ Location:** San Francisco, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0401835b184bf9366dff0cb0dff525e938c8a267a0ead57da09d13a533aa3a52&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flisciocx%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Liscio?

**["Great platform for tax purposes"](https://www.g2.com/survey_responses/liscio-review-7613453)**

**Rating:** 4.0/5.0 stars

_— Shane P._

[Read full review](https://www.g2.com/survey_responses/liscio-review-7613453)

**["Efficiency with communication"](https://www.g2.com/survey_responses/liscio-review-8163715)**

**Rating:** 5.0/5.0 stars

_— Lexi H._

[Read full review](https://www.g2.com/survey_responses/liscio-review-8163715)

#### What Are G2 Users Discussing About Liscio?

- [How do you use Liscio?](https://www.g2.com/discussions/how-do-you-use-liscio)
- [What is Liscio dispatch?](https://www.g2.com/discussions/what-is-liscio-dispatch)
- [What is a Liscio account?](https://www.g2.com/discussions/what-is-a-liscio-account)

### [Profi](https://www.g2.com/products/profi/reviews)

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: 8.2/10)
- **Feedback:** 9.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Profi?

- **Seller:** [Profi](https://www.g2.com/sellers/profi)
- **Year Founded:** 2021
- **HQ Location:** Los Angeles, CA
- **Twitter:** @Profi\_io  
96 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8b70f38acf4b1ba9d3fce66f4c99faa59c21df39fde74615ee4a37c47ffaa7bb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fprofi-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 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 find Profi to be **exceptionally easy to use** , benefiting from great support and a user-friendly design.
- Users praise the **exceptional customer support** from Profi, highlighting the team's responsiveness and helpfulness throughout onboarding and updates.
- Users appreciate the **excellent support** and **customizable features** of Profi, making it a valuable coaching platform.
- Users value the **all-in-one solution** of Profi, simplifying program management with seamless integration and excellent support.
- Users love that Profi is **intuitive and easy to use** , streamlining the management of personal development programs effortlessly.

##### Cons

- Users find the **limited features** of Profi frustrating, especially regarding customization and assessment question ordering.
- Users find the lack of **telephone support** challenging, relying on email and occasional Zoom calls for assistance.
- Users desire more **customization options** in Profi, especially for branding and profile links, to enhance their experience.
- Users express frustration over the **lack of re-ordering questions** in assessments, though support indicates it may be added soon.
- Users desire more **customization options** in Profi, particularly for branding and profile links, to enhance their experience.

#### What Are Recent G2 Reviews of Profi?

**["Scheduling & Software upgrades, Customer Support/Onboarding team"](https://www.g2.com/survey_responses/profi-review-11546512)**

**Rating:** 4.5/5.0 stars

_— Lisa A._

[Read full review](https://www.g2.com/survey_responses/profi-review-11546512)

**["Cleanest, easiest to use coaching software I've tried."](https://www.g2.com/survey_responses/profi-review-10921879)**

**Rating:** 5.0/5.0 stars

_— adam v._

[Read full review](https://www.g2.com/survey_responses/profi-review-10921879)

#### What Are G2 Users Discussing About Profi?

- [What is Profi (formerly awarenow) used for?](https://www.g2.com/discussions/what-is-profi-formerly-awarenow-used-for) - 1 upvote

### [CoordinateHQ](https://www.g2.com/products/coordinatehq/reviews)

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: 8.2/10)
- **Feedback:** 9.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind CoordinateHQ?

- **Seller:** [Coordinate](https://www.g2.com/sellers/coordinate)
- **Year Founded:** 2020
- **HQ Location:** Redwood City, CA
- **Twitter:** @coordinatehq  
113 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2e4ce37410e126d4b9a30092ec6f051a91c4dcc1567e6ec975c30c3000e0a9f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoordinatehq%2F&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 94% Small, 6% Medium

#### What Are Recent G2 Reviews of CoordinateHQ?

**["Enhanced Operational Capacity Without Increasing Staffing Requirements"](https://www.g2.com/survey_responses/coordinatehq-review-9689541)**

**Rating:** 5.0/5.0 stars

_— Jason F._

[Read full review](https://www.g2.com/survey_responses/coordinatehq-review-9689541)

**["We absolutely love it!"](https://www.g2.com/survey_responses/coordinatehq-review-9732560)**

**Rating:** 5.0/5.0 stars

_— Pee S._

[Read full review](https://www.g2.com/survey_responses/coordinatehq-review-9732560)

### [SmartVault](https://www.g2.com/products/smartvault/reviews)

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: 8.2/10)
- **Feedback:** 6.7/10 (Category avg: 8.5/10)

#### Who Is the Company Behind SmartVault?

- **Seller:** [GetBusy](https://www.g2.com/sellers/getbusy)
- **Year Founded:** 1998
- **HQ Location:** CAMBRIDGE, Cambridgeshire
- **Twitter:** @getbusy  
453 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fc1d0dee643f88313ce513fd35e08b6a038d557a140f7e41e1730f4ec945a755&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18084463%2F&secure%5Burl_type%5D=linkedin_company_website)  
85 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 love the **ease of use** of SmartVault, appreciating its intuitive design for secure file management.
- Users value the **easy upload** feature of SmartVault, appreciating its intuitive interface and secure access for all users.
- Users highlight the **secure sharing capabilities** of SmartVault, making document management seamless and user-friendly.
- Users appreciate the **strong security measures** of SmartVault, ensuring safe and easy access for both staff and clients.
- Users appreciate the **secure file sharing** of SmartVault, enjoying the ease of managing and sharing documents confidently.

##### Cons

- Users find **limited customization** frustrating, wishing for more flexibility to better suit their office needs.
- Users find SmartVault to be **expensive** , making it less accessible for smaller businesses and individuals seeking cost-effective solutions.
- Users express concerns about the **high pricing** of SmartVault, which may limit accessibility for smaller businesses and individuals.
- Users find the **high cost** of SmartVault to be a barrier, especially for smaller businesses and individuals.
- Users often face **integration issues** , dealing with a significant number of duplicate entries in SmartVault.

#### What Are Recent G2 Reviews of SmartVault?

**["SmartVault Pairs with Lacerte"](https://www.g2.com/survey_responses/smartvault-review-11495651)**

**Rating:** 5.0/5.0 stars

_— Kim S._

[Read full review](https://www.g2.com/survey_responses/smartvault-review-11495651)

**["Easy for Employees and Clients"](https://www.g2.com/survey_responses/smartvault-review-12471508)**

**Rating:** 5.0/5.0 stars

_— Valery B._

[Read full review](https://www.g2.com/survey_responses/smartvault-review-12471508)

#### What Are G2 Users Discussing About SmartVault?

- [What advice do you have for others considering SmartVault for document management?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-smartvault-for-document-management)
- [What is SmartVault used for?](https://www.g2.com/discussions/what-is-smartvault-used-for)
- [Are portals secure?](https://www.g2.com/discussions/are-portals-secure)
- [What is Document Vault?](https://www.g2.com/discussions/what-is-document-vault)
- [How do I use Smart Vault?](https://www.g2.com/discussions/how-do-i-use-smart-vault)

### [Shape Software](https://www.g2.com/products/shape-software-shape-software/reviews)

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: 8.2/10)
- **Feedback:** 10.0/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Shape Software?

- **Seller:** [Shape Software](https://www.g2.com/sellers/shape-software)
- **HQ Location:** Irvine, California
- **Twitter:** @ShapeBizTech  
656 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03f5d607c7cb630b66d7f021c79dad98fd81ba2b90490a8590a89459d62e5bca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18416707%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 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 find the **email marketing tools** in Shape Software advanced and effective for their marketing automation needs.
- Users value the **advanced lead management features** of Shape Software, enhancing their marketing automation and customer engagement.
- Users value the **robust marketing automation tools** in Shape Software, enhancing their campaigns effectively and efficiently.
- Users appreciate the **marketing automation tools** of Shape Software, enhancing their campaign efficiency and lead management.
- Users value the **wide array of marketing automation tools** in Shape Software, enhancing their campaign effectiveness.

##### Cons

- Users experience **editing limitations** with Shape Software, including restricted customization and a slow performance compared to competitors.
- Users criticize the **expensive subscription costs** and additional fees, feeling it offers less value compared to competitors.
- Users face **API issues** with Shape Software, citing limitations in functionality and restrictive usage limits despite extra fees.
- Users report **app limitations** like restricted customization, slow performance, and high additional costs affecting overall satisfaction.
- Users face significant **billing issues** with Shape Software, including difficulties in canceling subscriptions and high contract costs.

#### What Are Recent G2 Reviews of Shape Software?

**["Shape CRM Software is simply the best CRM solution out there!"](https://www.g2.com/survey_responses/shape-software-review-7751030)**

**Rating:** 5.0/5.0 stars

_— Irina A._

[Read full review](https://www.g2.com/survey_responses/shape-software-review-7751030)

**["The Best CRM on the Market"](https://www.g2.com/survey_responses/shape-software-review-7720586)**

**Rating:** 5.0/5.0 stars

_— Bryan L._

[Read full review](https://www.g2.com/survey_responses/shape-software-review-7720586)

#### What Are G2 Users Discussing About Shape Software?

- [What is Shape Software used for?](https://www.g2.com/discussions/what-is-shape-software-used-for)

### [SuperOkay](https://www.g2.com/products/superokay/reviews)

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: 8.2/10)
- **Feedback:** 8.9/10 (Category avg: 8.5/10)

#### Who Is the Company Behind SuperOkay?

- **Seller:** [SuperOkay](https://www.g2.com/sellers/superokay)
- **Year Founded:** 2018
- **HQ Location:** London, GB
- **Twitter:** @ThisIsSuperOkay  
120 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ae071fe06047c38a3e2ffd1fd598aa9445d533d56e12dd679366fef806e30f9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetsuperokay%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 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 rave about the **amazing customer support** from SuperOkay, providing quick responses and helpful suggestions.
- Users find SuperOkay's **ease of use** impressive, making project organization and client collaboration seamless and efficient.
- Users appreciate the **automation features** of SuperOkay, enhancing project organization and improving client communication significantly.
- Users appreciate the **centralized document management** of SuperOkay, enhancing collaboration and communication with clients effectively.
- Users value the **streamlined client communication** in SuperOkay, enhancing collaboration and reducing clutter effectively.

##### Cons

- Users find the **missing features** of SuperOkay, like 2FA and surveys, crucial for improving security and functionality.
- Users note the absence of **mobile applications** , yet find the mobile functionality satisfactory despite this limitation.
- Users are disappointed by the **slow loading** times and lack of essential features like built-in surveys in SuperOkay.
- Users are frustrated with the **slow performance** of SuperOkay, noting delays in updates and missing features like surveys.

#### What Are Recent G2 Reviews of SuperOkay?

**["Elevating Project Management to New Heights"](https://www.g2.com/survey_responses/superokay-review-10394964)**

**Rating:** 5.0/5.0 stars

_— Natashja T._

[Read full review](https://www.g2.com/survey_responses/superokay-review-10394964)

**["Good application"](https://www.g2.com/survey_responses/superokay-review-11621170)**

**Rating:** 4.0/5.0 stars

_— Philippe P._

[Read full review](https://www.g2.com/survey_responses/superokay-review-11621170)

#### What Are G2 Users Discussing About SuperOkay?

- [What is SuperOkay used for?](https://www.g2.com/discussions/what-is-superokay-used-for) - 2 comments

### [Kahootz](https://www.g2.com/products/kahootz/reviews)

From small teams to projects spanning multiple companies, Kahootz can break down the barriers to collaboration across organisations, by combining a wide range of tools in a secure online workspace.

**Average Rating:** 4.4/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Kahootz?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10)
- **Billing and Invoicing:** 6.7/10 (Category avg: 8.1/10)
- **Versioning:** 7.8/10 (Category avg: 8.2/10)
- **Feedback:** 8.1/10 (Category avg: 8.5/10)

#### Who Is the Company Behind Kahootz?

- **Seller:** [Kahootz](https://www.g2.com/sellers/kahootz)
- **Year Founded:** 2012
- **HQ Location:** Weston, Newbury, Berkshire
- **Twitter:** @Kahootz  
1,731 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03fc7b940da36f88047141216ce8be97ece7cb623867234b8a114c9432d570c1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkahootz&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 52% Small, 38% Medium

#### What Are Recent G2 Reviews of Kahootz?

**["I love Kahoot!"](https://www.g2.com/survey_responses/kahootz-review-6773226)**

**Rating:** 5.0/5.0 stars

_— Beatrice S._

[Read full review](https://www.g2.com/survey_responses/kahootz-review-6773226)

**["Great for team building!"](https://www.g2.com/survey_responses/kahootz-review-6805138)**

**Rating:** 5.0/5.0 stars

_— Kelsey A._

[Read full review](https://www.g2.com/survey_responses/kahootz-review-6805138)

#### What Are G2 Users Discussing About Kahootz?

- [What does Kahootz?](https://www.g2.com/discussions/what-does-kahootz)
- [How do you use Kahootz?](https://www.g2.com/discussions/how-do-you-use-kahootz)
- [Is Kahootz free?](https://www.g2.com/discussions/is-kahootz-free)
- [What are the features of an online collaboration tool?](https://www.g2.com/discussions/what-are-the-features-of-an-online-collaboration-tool)

### [SuiteFiles](https://www.g2.com/products/suitefiles-suitefiles/reviews)

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 law offices, accounting 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:** 59

#### How Do G2 Users Rate SuiteFiles?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10)
- **Billing and Invoicing:** 7.0/10 (Category avg: 8.1/10)
- **Versioning:** 8.8/10 (Category avg: 8.2/10)
- **Feedback:** 8.3/10 (Category avg: 8.5/10)

#### Who Is the Company Behind SuiteFiles?

- **Seller:** [SuiteFiles](https://www.g2.com/sellers/suitefiles)
- **Company Website:** www.suitefiles.com
- **Year Founded:** 2012
- **HQ Location:** Wellington, NZ
- **Twitter:** @SuiteFiles  
681 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd31c3d2313bfc2314d40cb27f61285a59969b6f46fcbbd83ebf2c3cab783e20&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitefiles%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 93% Small, 7% Medium

#### What Do G2 Reviewers Say About SuiteFiles?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **centralization of documents** in SuiteFiles, enhancing collaboration and efficiency for their teams.
- Users appreciate the **quick and reliable customer support** of SuiteFiles, which enhances their overall experience significantly.
- Users value the **easy editing** features of SuiteFiles, enhancing collaboration and document management efficiency.
- Users highlight the **efficiency** of SuiteFiles, enabling seamless collaboration and document management in one place.
- Users value the **organization features** of SuiteFiles, facilitating collaboration and providing easy access to essential documents.

##### Cons

- Users find the **accessibility issues** of SuiteFiles can be cumbersome, impacting document retrieval efficiency.
- Users face **difficult learning** curves with SuiteFiles, impacting their ability to adapt and utilize its features effectively.
- Users find the **difficult navigation** in SuiteFiles cumbersome, affecting their efficiency in accessing documents.
- Users find the **document access process a bit chunky** , which can hinder efficiency and workflow.
- Users find the **document access cumbersome** at times, which can hinder their workflow efficiency.

#### What Are Recent G2 Reviews of SuiteFiles?

**["Easy to onboard, friendly assistance from staff, a great solution to our needs"](https://www.g2.com/survey_responses/suitefiles-review-10795153)**

**Rating:** 4.0/5.0 stars

_— Valerie O._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10795153)

**["System that's easy to use and improves efficiencies!"](https://www.g2.com/survey_responses/suitefiles-review-10282837)**

**Rating:** 5.0/5.0 stars

_— Sue T._

[Read full review](https://www.g2.com/survey_responses/suitefiles-review-10282837)

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 ![Neeraja Prakash](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neeraja Prakash")
NP

Researched and written by [Neeraja Prakash](https://research.g2.com/insights/author/neeraja-prakash)

Updated 

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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