Best Client Portal Software - Page 4

How Many Client Portal Software Products Does G2 Track?

Total Products under this Category: 200

Category Stats (Sep 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Fluid Topics (+0.69%) - Among all products in this category, Fluid Topics recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Client Portal Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 18,400+ Authentic Reviews
  • 200+ 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: trumpet, Aligned, Softr, Zoho CRM, Assembly, DocSend, Kontentino, and Dock.

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

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?

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
    1,386 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 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?

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?

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 appreciate the centralization of documents in SuiteFiles, enhancing collaboration and efficiency for teams and clients.
  • Users appreciate the quick and reliable customer support of SuiteFiles, enhancing their overall experience and efficiency.
  • Users appreciate the easy editing capabilities of SuiteFiles, streamlining collaboration and boosting overall efficiency.
  • Users find SuiteFiles highly efficient, enhancing collaboration and providing quick access to client correspondence and documents.
  • Users appreciate the efficient organization features of SuiteFiles, enhancing collaboration and centralizing all client correspondence.
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?

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?

Kahootz

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: 8.1/10)
  • Feedback: 8.1/10 (Category avg: 8.5/10)

Who Is the Company Behind Kahootz?

  • Seller: Kahootz
  • Year Founded: 2012
  • HQ Location: Weston, Newbury, Berkshire
  • Twitter: @Kahootz
    1,731 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 52% Small, 38% Medium

What Are Recent G2 Reviews of Kahootz?

What Are G2 Users Discussing About Kahootz?

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?

GUIDEcx

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

Average Rating: 4.6/5.0

Total Reviews: 460

How Do G2 Users Rate GUIDEcx?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.4/10)
  • Billing and Invoicing: 5.9/10 (Category avg: 8.1/10)
  • Versioning: 8.0/10 (Category avg: 8.1/10)
  • Feedback: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind GUIDEcx?

  • Seller: GuideCX
  • Year Founded: 2017
  • HQ Location: Lehi, Utah
  • Twitter: @guidecx
    173 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    53 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, Implementation Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 52% Medium, 39% Small

What Do G2 Reviewers Say About GUIDEcx?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of GUIDEcx, making the platform simple to navigate and implement.
  • Users commend the responsive customer support from GUIDEcx, which enhances their onboarding and project management experience.
  • Users commend how GUIDEcx enables seamless project management, enhancing onboarding efficiency and team communication.
  • Users find GUIDEcx's ease of learning exceptional, allowing smooth navigation and quick mastery of the platform.
  • Users highlight the effective team collaboration features of GUIDEcx, enhancing communication and project management effortlessly.
Cons
  • Users note a steep learning curve with GUIDEcx that requires mental effort for initial setup and customization.
  • Users experience slow loading times that hinder navigation and overall user experience in GUIDEcx.
  • Users report glitches and hiccups in GUIDEcx, particularly with ticket creation and profile impersonation issues.
  • Users note the complexity in setting up GUIDEcx, which may require significant mental effort for unclear onboarding flows.
  • Users report experiencing glitches such as lag and unexpected logouts, affecting their workflow significantly.

What Are Recent G2 Reviews of GUIDEcx?

What Are G2 Users Discussing About GUIDEcx?

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 value the quick and dedicated customer support of SuperOkay, enhancing their overall experience and satisfaction.
  • Users appreciate the ease of use of SuperOkay, enjoying its intuitive interface for effective client collaboration.
  • Users appreciate the automation features of SuperOkay, streamlining project organization and enhancing collaboration with clients.
  • Users appreciate the centralization of documents in SuperOkay, enhancing organization and client communication effectively.
  • Users value the streamlined client communication of SuperOkay, which enhances clarity and organization in their workflow.
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?

ProteusEngage

ProteusEngage helps B2B companies simplify complex, high-stakes customer journeys by uniting sales, onboarding, and customer success in one powerful workspace. With automated playbooks, real-time engagement tracking, and seamless collaboration, teams close deals faster, onboard clients with confidence, and drive long-term growth. It’s the platform built for clarity, alignment, and repeatable success. Teams using ProteusEngage report 40% faster onboarding, 25% shorter deal cycles, and a 30% boost in customer retention. With centralized workspaces, automated workflows, and real-time engagement insights, ProteusEngage turns complex B2B journeys into predictable, scalable growth—helping companies win and retain more business with less friction. What Makes ProteusEngage Different - Secure, Centralized, Client-Facing Workspaces B2B relationships demand an always-on, secure, and intelligent environment where collaboration and communication never stop. - Guided Experiences with Intelliflowz™ Every workspace includes a built-in co-pilot. PeriAssist™ guides users—clients, prospects, and teams—through each step with in-context cues, prompts, and nudges to drive clarity and momentum. - XFactor Automation with the Power of PeriAssit™ Trigger tasks, send nudges, log updates, and sync systems—automatically. PeriIntelligence™ powers smarter, faster workflows with 6x automation coverage across your customer journey. - Mutual Plans and SmartChecklists - CLI - SubCLI (internal or external) Turn talk into traction. Build mutual action plans and step-by-step checklists that align stakeholders, define ownership, and show clear progress—especially during onboarding, implementation, and renewals. - Integrated Account Coaching and Continuous Optimization Every account gets smarter over time. ProteusEngage provides built-in account coaching tools and usage feedback loops that help teams continuously improve their processes and customer experience. - Modular, Repeatable Workflows Deploy plug-and-play modules for onboarding, QBRs, renewals, and more. Scale proven best practices across teams and clients using flexible, customizable templates. - Real-Time, Two-Way Collaboration Centralize all communication—share files, capture input, confirm milestones, and keep everyone aligned—without endless email threads or status updates. - Deep Integrations to Eliminate Tool Fatigue Connect seamlessly to Salesforce, HubSpot, Microsoft Dynamics, Outlook, Gmail, Zoom, Slack, Teams, and more. Open REST API support makes custom integrations effortless. - Full Journey Visibility Gain real-time insight into engagement, milestones, and ownership. Track the full customer lifecycle—from initial deal to renewal—with clear accountability and outcomes. - Compliance-Ready by Design Built for regulated industries, with secure workspaces, detailed audit trails, permission-based access, and full support for SOC 2, HIPAA, and beyond. Where ProteusEngage Excels ProteusEngage unifies the entire customer journey—from first engagement to long-term growth—delivering clarity, alignment, and measurable impact at every step. Enterprise Sales & Buyer Enablement – Create shared digital deal rooms with key documents, Mutual Action Plans (MAPs), and aligned expectations to accelerate complex B2B deals. Sales Hand-Offs – Automate and personalize client kickoffs, ensuring a seamless transition from sales to delivery without losing momentum. Customer Onboarding – Streamline onboarding with dynamic workflows that reduce Time to Value (TTV) and ensure operational excellence. Customer Success – Manage renewals, QBRs, surveys, and touchpoints inside a single, client-facing workspace built for clarity and collaboration. Account Growth – Accelerate cross-sell and upsell efforts with focused, measurable growth plans embedded directly into your workflow.

Average Rating: 4.7/5.0

Total Reviews: 13

How Do G2 Users Rate ProteusEngage?

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

Who Is the Company Behind ProteusEngage?

  • Seller: Proteus
  • Year Founded: 1997
  • HQ Location: Lincoln, NE
  • Twitter: @proteus
    53 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 15% Large

What Are Recent G2 Reviews of ProteusEngage?

What Are G2 Users Discussing About ProteusEngage?

Jumppl

Powerful and centralised tools to keep your team focused and clients informed. Jumppl stops your teams data from spreading all over the place.

Average Rating: 4.2/5.0

Total Reviews: 12

How Do G2 Users Rate Jumppl?

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

Who Is the Company Behind Jumppl?

  • Seller: Jumppl
  • HQ Location: Sydney, Australia
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 85% Small, 15% Medium

What Are Recent G2 Reviews of Jumppl?

What Are G2 Users Discussing About Jumppl?

Client Portal

Client Portal integrates with WordPress to help you manage your client projects, without the bulky project management software.

Average Rating: 3.7/5.0

Total Reviews: 11

How Do G2 Users Rate Client Portal?

  • Billing and Invoicing: 6.7/10 (Category avg: 8.1/10)
  • Versioning: 5.0/10 (Category avg: 8.1/10)
  • Feedback: 0.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Client Portal?

Who Uses This Product?

  • Company Size: 45% Small, 36% Large

What Are Recent G2 Reviews of Client Portal?

What Are G2 Users Discussing About Client Portal?

Kaddim

Kaddim is a secure platform for collecting documents, files and information from clients with ease. It's fast, professional, intuitive and highly efficient. It takes seconds to create a request, so try it for yourself for free now!

Average Rating: 4.0/5.0

Total Reviews: 11

Who Is the Company Behind Kaddim?

  • Seller: Kaddim
  • HQ Location: Sydney, AU
  • LinkedIn® Page: linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 73% Medium, 27% Small

What Do G2 Reviewers Say About Kaddim?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use with Kaddim, streamlining document management and sharing effortlessly.
  • Users value Kaddim for its efficient file sharing, streamlining document collection and enhancing team collaboration.
  • Users appreciate the secure and efficient cloud storage of Kaddim, simplifying document management and sharing.
  • Users value the effective data management capabilities of Kaddim, enhancing productivity and ensuring data security.
  • Users value the robust security features of Kaddim, ensuring data safety and enhancing overall productivity.
Cons
  • Users often face poor customer support with Kaddim, resulting in frustrating delays and unhelpful assistance.
  • Users express frustration with the limited storage capacity of Kaddim, highlighting the need for upgrades.
  • Users find Kaddim to be expensive and less effective on Android devices compared to alternatives.
  • Users find the folder navigation cumbersome, making it hard to locate needed options quickly and intuitively.
  • Users express concern over insufficient storage in Kaddim, necessitating upgrades to enhance their experience.

What Are Recent G2 Reviews of Kaddim?

What Are G2 Users Discussing About Kaddim?

Clustdoc

Clustdoc is a client onboarding automation software used by modern teams to orchestrate, run and manage repeated industry-specific onboarding processes with clients or stakeholders. Stop chasing data and files across multiple tools. With Clustdoc you'll be able to request, collect and review client's information, documents, econtracts and more, gathering all client’s information in a collaborative single platform. Switching to Clustdoc you'll benefit from: • Streamlined document-centric processes • Better team collaboration & productivity • Enhanced security and compliance for your business • Processing times cut by up to 50% • Elevated customer experience and increased satisfaction Join Galileopartners, Deloitte, Stisi Group and 3,000+ others who use Clustdoc today. Enjoy a 7-days free trial to see how Clustdoc can fit with your client onboarding requirements.

Average Rating: 3.7/5.0

Total Reviews: 12

How Do G2 Users Rate Clustdoc?

  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.4/10)
  • Versioning: 10.0/10 (Category avg: 8.1/10)
  • Feedback: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Clustdoc?

  • Seller: Clust
  • Year Founded: 2018
  • HQ Location: paris, ile-de france
  • LinkedIn® Page: fr.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 69% Small, 23% Large

What Do G2 Reviewers Say About Clustdoc?

AI-generated summary from verified user reviews

Pros
  • Users find Clustdoc to be a cost-effective solution for collecting information from multiple parties through forms.
  • Users value the affordability of form creation in Clustdoc, making it easy to gather information from others.
Cons
  • Users face access limitations with Clustdoc, often getting blocked from creating applications despite not hitting limits.
  • Users find Clustdoc to be unreliable and buggy, leading to significant maintenance and debugging challenges.
  • Users experience bug issues with Clustdoc, leading to reliability concerns and requiring constant maintenance and debugging.
  • Users report frequent bugs in Clustdoc, leading to unreliable performance and increased maintenance efforts.
  • Users highlight the complexity and unreliability of Clustdoc, leading to significant maintenance and debugging efforts.

What Are Recent G2 Reviews of Clustdoc?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024