Best Client Portal Software - Page 7
Client portal software serve as gateway for a business and its clients, where each party can interact with one another remotely. Client portals are a one-stop solution for businesses or organizations that work with multiple external stakeholders or clients. Businesses can use client portals to share and request documents, send project updates and invoices, solicit feedback, and communicate with clients and stakeholders.
The exact functionality of a client portal can vary widely between vendors and use cases. Some vendors will offer an optional client portal attachment to their larger virtual data room software or cloud content collaboration software offering. Many client portals come bundled with project management software features, easily allowing clients to track project progress and businesses to provide transparency to their customers.
Client portals can also offer a variety of supporting features depending on industry. Many vendors will offer industry-specific options or can add extra features to support industry needs. Law firms, accounting and insurance firms, and design studios are among businesses that utilize client portals to communicate with their customers.
To qualify for inclusion in the Client Portal category, a product must:
Featured Client Portal Software At A Glance
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- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Client Portal Software For Agencies Manage your clients, team members, projects, billing, automations, all in one easy to use platform.
- 100% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
It’s a fast, easy, and secure way to collect documents from clients. OkaySend is a document collection software solution designed to streamline the secure gathering, organization, and tracking of
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors.
- 100% Mid-Market
- Overview
- User Satisfaction
- Seller Details
SuiteCRM WordPress Customer Portal extends the current SuiteCRM setup of yours and provides the front-end for your end customers' access. SuiteCRM WordPress Customer Portal is an interactive customer
- 100% Small-Business
682 Twitter followers
- Overview
- User Satisfaction
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Our customer data platform improves your customer interactions and drives efficiencies. We are your "smart glue". We connect your customers, employees, systems, and data through a modular digital plat
- 50% Mid-Market
- 50% Small-Business
1,366 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Zapa Client Portals was built on the idea that, as a business it should not be painful or cumbersome to send and receive files securely with your clients. It should be a quick, easy and pleasant exper
- 100% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
ZaveIT is a Norwegian software company founded by experienced serial entrepreneurs in 2021, with headquarters in Oslo. After three years of product development, the ZaveIT platform is now launched acr
- 100% Mid-Market
- Overview
- User Satisfaction
- Seller Details
AgenciFlow is a comprehensive management platform tailored specifically for agencies, coaches, and digital entrepreneurs. It streamlines various operational tasks, including client onboarding, project
- Overview
- User Satisfaction
- Seller Details
Atlas empowers organizations to leverage their existing Microsoft 365 investments while delivering all the essential components needed for a sophisticated extranet. These include: • Self-service setu
677 Twitter followers
- Overview
- User Satisfaction
- Seller Details
BrightReturn offers a comprehensive solution for automating accounting practices, elevating efficiency, security, and productivity. With a commitment to enhancing the accounting landscape, BrightRetur
- Overview
- User Satisfaction
- Seller Details
Easily track, manage, and gain insights for your organization with our user-friendly Client Application and Lifecycle Management (CALM) portal
- Overview
- User Satisfaction
- Seller Details
Dotfile's Case Management solution is designed to enhance the efficiency of compliance teams by providing a centralized platform for customer information management. It streamlines the collection, rev
76 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Cintram is built for service businesses that deliver work online. Most service businesses don’t struggle because of bad work. They struggle because sales, onboarding, delivery, client communication
- Overview
- User Satisfaction
- Seller Details
Cirrus streamlines the document workflow for teams, allowing internal and external collaboration for complex scenarios.
- Overview
- User Satisfaction
- Seller Details
Client Portal Builder for monday.com enables users to create and manage secure, branded client portals directly within their monday.com workspace – no coding or design skills required. As a client por
