Best Client Portal Software - Page 8
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
- User Satisfaction
- Seller Details
Work with our base client portal or make it your own. Our client portal software can be customized to your specific needs by our team of client portal development professionals. Stop paying monthly or
- Overview
- User Satisfaction
- Seller Details
- Overview
- Pros and Cons
- User Satisfaction
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dealday transforms the way B2B SaaS vendors manage complex sales processes. By providing intelligent, personalized digital sales rooms, dealday aligns sales teams and buyers to accelerate sales cycles
- 67% Small-Business
- 33% Mid-Market
- Overview
- User Satisfaction
- Seller Details
Close Deals Faster with the Only Digital Sales Room That Feels Instantly Familiar Deskfirst is a next-generation Digital Sales Room (DSR) platform that transforms how sales, onboarding, and custome
- 67% Small-Business
- 33% Mid-Market
- Overview
- User Satisfaction
- Seller Details
DocCollect helps accountants and bookkeepers collect client documents without the email chase. Send document requests, get automatic reminders, and receive files in one organized place.
- Overview
- User Satisfaction
- Seller Details
ezidox is a document collection, verification and storage platform that facilitates the exchange of document between senders or contributors and collectors.
- 100% Mid-Market
- 100% Small-Business
- Overview
- User Satisfaction
- Seller Details
Archiving system for Foreign Exchange & Remittance Houses
- Overview
- User Satisfaction
- Seller Details
Flow is a lightweight project management platform designed for solopreneurs and small teams (up to 20 people). Manage your workflow from sales opportunity to payment collection in one place.
- Overview
- User Satisfaction
- Seller Details
Fluid Topics is an Enterprise Knowledge Platform that transforms product content into smart, actionable knowledge, redefining how users search, discover, read, navigate, and interact with information.
- 100% Enterprise
- Overview
- User Satisfaction
- Seller Details
Foyer is a white-label client portal that helps service teams centralize work with clients—secure file sharing, forms, messaging, signatures, knowledge base, and task tracking. It plugs into your tool
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
IntelligenceBank Knowledge Management makes it easy to share and collaborate on documents and data with your team.
- 67% Small-Business
348 Twitter followers
- Overview
- User Satisfaction
- Seller Details
InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR
1,901 Twitter followers
- Overview
- User Satisfaction
- Seller Details
JetCRM B2B Customer Portal is a web application private and safe that ensures related information sharing with customers. Customers can follow required all information such as credit statuses, invoice
28 Twitter followers
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- User Satisfaction
- Seller Details
Salesforce Customer Portal allows your users to manage their own details and get on demand support through an integrated system which connects WordPress and Salesforce.
- 100% Small-Business
682 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Portli.com is a SaaS platform that allows businesses to easily create secure, fully branded client portals and other types of external-facing portals, such as employee, vendor, or partner portals. The
