# Top Free Client Portal Software ## 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=1202953&focus%5B%5D=1243761&focus%5B%5D=155020&focus%5B%5D=576&focus%5B%5D=139051&focus%5B%5D=13825&focus%5B%5D=19397&focus%5B%5D=161058) Highlighted products: Aligned, trumpet, Softr, Zoho CRM, Assembly, DocSend, Kontentino, and Dock. Underlying data: [Grid® JSON](https://www.g2.com/categories/client-portal/grids.json?focus%5B%5D=teamaligned&focus%5B%5D=trumpet&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) **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=2026-08-04T16%3A13%3A14Z&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%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Falong%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fclient-portal%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=c1ada247c8588dc17e32af2df7d8ece22a68e885bbd533f72c5b9273f18269e3&secure%5Burl%5D=https%3A%2F%2Ftresorit.com&secure%5Burl_type%5D=company_website) ### [trumpet](https://www.g2.com/es/products/trumpet/reviews) Trumpet es la capa GTM inteligente, un espacio de trabajo impulsado por IA que conecta todo tu recorrido de ingresos. En su núcleo están las Salas de Ventas Digitales, el centro donde vive tu contenido, ocurre la colaboración y la inteligencia fluye de vuelta a tus acuerdos. En un espacio de trabajo conectado, los equipos de ingresos pueden centralizar contenido de ventas, grabaciones de video, planes de acción mutuos, propuestas, formularios y firmas electrónicas, todo impulsado por información en tiempo real del comprador y recomendaciones de IA. Mueve los acuerdos más rápido y crea experiencias destacadas para el comprador manteniendo a cada vendedor, cliente y parte interesada alineados desde el primer contacto hasta la renovación. ¿Por qué los equipos eligen Trumpet? ↳ Habilitación Inteligente Destaca el contenido que gana acuerdos — personalizado para cada etapa, persona y comprador. ↳ Colaboración Unificada Reúne a compradores y vendedores en una Sala de Ventas Digital interactiva que mantiene alineadas las conversaciones, acciones y materiales. ↳ Inteligencia Accionable Convierte las señales de compromiso en salud del acuerdo, intención y próximos pasos guiados por IA. ↳ Consistencia Escalable Las plantillas y los flujos de trabajo de IA estandarizan las mejores prácticas en cada equipo. ↳ Conexión de Herramientas Integra sin problemas con tu CRM y herramientas circundantes para crear un flujo único desde el lead hasta la renovación. Confiado por equipos de ingresos líderes, incluyendo → Gong, Cognism, Personio, TestGorilla, HubSpot, Stripe y Miro "Trumpet crea un proceso de ventas personalizado, basado en datos y atractivo que lleva a tasas de conversión más altas y ciclos de acuerdos más rápidos." — Lesley Ronaldson, VP EMEA, Gong "Hemos eliminado los seguimientos caóticos y estamos colaborando con nuestros compradores. Ha aumentado las tasas de éxito y me ha dado visibilidad en todos los acuerdos." — Koen Stam, Jefe de Benelux, Personio "Ahora vemos exactamente con qué está interactuando un comprador. Ha ayudado a mi equipo a cerrar más rápido y mantener el control de los acuerdos — incluso de manera asincrónica." — Isa Sher, Gerente de Ventas, Cognism Trumpet = [Habilitación + Colaboración + Inteligencia] impulsado por Salas de Ventas Digitales → Ingresos más rápidos, relaciones más fuertes. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,332 #### How Do G2 Users Rate trumpet? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.5/10 (Category avg: 9.4/10) - **Facturación:** 7.4/10 (Category avg: 8.1/10) - **Control de versiones:** 8.3/10 (Category avg: 8.2/10) - **Comentarios:** 8.9/10 (Category avg: 8.5/10) #### Who Is the Company Behind trumpet? - **Vendedor:** [trumpet](https://www.g2.com/es/sellers/trumpet) - **Sitio web de la empresa:** www.sendtrumpet.com - **Año de fundación:** 2021 - **Ubicación de la sede:** London, GB - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7d8ea64d21a9cbc638fe306ac7d33ff08bc01a9c1507a9e2b66ccebbf866f41&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsendtrumpet%2F&secure%5Burl_type%5D=linkedin_company_website) 72 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Ejecutivo de Cuentas, Ejecutivo de Cuenta Senior - **Top Industries:** Software de Computadora, Tecnología de la información y servicios - **Company Size:** 47% Medium, 30% Small #### What Do G2 Reviewers Say About trumpet? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios aprecian la **facilidad de uso** de Trumpet, mejorando el flujo de trabajo y simplificando la colaboración tanto para los equipos como para los prospectos. - Los usuarios elogian el **servicio de atención al cliente útil** en Trumpet, mejorando su experiencia y asegurando operaciones fluidas. - Los usuarios elogian a Trumpet por su **configuración y soporte que ahorran tiempo** , asegurando una experiencia de incorporación rápida y eficiente. - Los usuarios valoran la **centralización** de Trumpet, mejorando el flujo de trabajo al mantener toda la información necesaria en un lugar accesible. - Los usuarios valoran la característica de **seguimiento de compromiso** en Trumpet, mejorando las perspectivas y mejorando las conversaciones con los clientes de manera efectiva. ##### Cons - Los usuarios notan una **curva de aprendizaje pronunciada** inicialmente, pero el soporte ayuda a facilitar la transición a funciones avanzadas. - Los usuarios encuentran que las **características limitadas** de Trumpet pueden llevar a confusión y a una falta de opciones de personalización. - Los usuarios encuentran que la **experiencia móvil es deficiente** , con características esenciales que faltan o son difíciles de acceder sobre la marcha. - Los usuarios experimentan **problemas de diseño** con Trumpet, encontrando la interfaz torpe y a veces distraída durante su uso. - Los usuarios notan una **curva de aprendizaje pronunciada** al dominar las características de Trumpet, lo que requiere tiempo y ajuste para un uso óptimo. #### What Are Recent G2 Reviews of trumpet? **["Herramienta fantástica para agilizar el alcance de ventas"](https://www.g2.com/es/survey_responses/trumpet-review-10477440)** **Rating:** 5.0/5.0 stars _— Cameron H._ [Read full review](https://www.g2.com/es/survey_responses/trumpet-review-10477440) **["Plataforma elegante y fácil de usar con potentes perspectivas y métricas"](https://www.g2.com/es/survey_responses/trumpet-review-13123968)** **Rating:** 4.5/5.0 stars _— Sai S._ [Read full review](https://www.g2.com/es/survey_responses/trumpet-review-13123968) ### [Aligned](https://www.g2.com/es/products/teamaligned/reviews) Aligned es el espacio de trabajo de acuerdos de IA orientado al comprador donde los equipos de ingresos gestionan acuerdos en un enlace compartido. Aligned aporta estructura al espacio desordenado entre tu CRM y tu comprador, donde la mayoría de los acuerdos realmente se ganan o se estancan: complejidad de las partes interesadas, pasos siguientes poco claros, campeones vendiendo internamente y decisiones que ocurren de manera asincrónica a través de correos electrónicos, presentaciones, hilos y herramientas dispersas. Los CRM registran lo que sucedió. Aligned es el sistema de acción que ayuda a los equipos a ejecutar lo que necesita suceder a continuación, junto con el comprador. Utilizado por Ejecutivos de Cuenta, Líderes de Ventas, Equipos de Capacitación, RevOps y Equipos de Éxito del Cliente, Aligned combina una Sala de Ventas Digital y un Portal de Clientes en un único espacio de trabajo que respalda todo el ciclo de vida de los ingresos, desde la creación de la cartera hasta la incorporación y expansión. Los equipos consolidan todos los materiales, planes y comunicaciones del comprador y del cliente en un solo lugar, con visibilidad y control sobre la narrativa del acuerdo. Con el Espacio de Trabajo de Acuerdos de IA, Aligned va más allá de organizar contenido. La IA trabaja dentro del flujo de trabajo con el contexto completo del acuerdo para mantener la ejecución avanzando: \* Construye automáticamente recursos del acuerdo después de cada llamada, incluyendo un resumen ejecutivo, contenido solicitado y elementos de acción, sin necesidad de indicaciones o configuraciones \* Lee señales a través de llamadas, correos electrónicos, CRM y participación en el espacio de trabajo para señalar riesgos, resaltar lo que cambió y recomendar el próximo mejor movimiento \* Mapea automáticamente a las partes interesadas para descubrir influenciadores ocultos, rastrear señales de compra y guiar la multihilo \* Genera y mantiene activos clave del acuerdo como casos de negocio, planes de acción mutua, páginas de resumen y correos electrónicos de seguimiento para revisión y envío \* Proporciona a los compradores IA dentro del espacio de trabajo para resumir contenido, responder preguntas de seguridad y cumplimiento, y avanzar decisiones de manera asincrónica, todo en un enlace sin necesidad de inicio de sesión bajo el control del vendedor Al reemplazar flujos de trabajo tradicionales como hilos de correo electrónico, hojas de cálculo, archivos adjuntos y enlaces desconectados, Aligned reduce la fricción del comprador, mejora la alineación en el comité de compra, equipa a los campeones y crea una ejecución más predecible para acuerdos B2B complejos. Las capacidades clave incluyen: \* Salas de Ventas Digitales para propuestas, presentaciones, grabaciones de demostraciones, contenido de partes interesadas y planes de acción mutua \* Señales de participación del comprador a través de las partes interesadas para guiar el seguimiento y priorizar la ejecución \* Espacios de trabajo compartidos de incorporación y cliente para agilizar la implementación y reducir el tiempo hasta el valor \* Colaboración estilo Portal de Clientes para la gestión continua del cliente, expansiones y renovaciones Aligned es utilizado por más de 50,000 equipos de ventas y éxito del cliente, con más de 1 millón de compradores colaborando en espacios de trabajo cada mes, y es reconocido por G2 como un líder de categoría. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,303 #### How Do G2 Users Rate Aligned? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.2/10 (Category avg: 9.4/10) - **Facturación:** 7.2/10 (Category avg: 8.1/10) - **Control de versiones:** 8.3/10 (Category avg: 8.2/10) - **Comentarios:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Aligned? - **Vendedor:** [Aligned](https://www.g2.com/es/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995) - **Sitio web de la empresa:** alignedup.com - **Año de fundación:** 2021 - **Ubicación de la sede:** Tel Aviv - **Twitter:** @Aligned\_up 5 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f059a7aed5388b32e8a3e9f13a1d680b1dcadb573c489cab4393b0db26a07f4d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Falignedup&secure%5Burl_type%5D=linkedin_company_website) 72 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Ejecutivo de Cuentas, Ejecutivo de Cuenta Empresarial - **Top Industries:** Software de Computadora, Tecnología de la información y servicios - **Company Size:** 49% Medium, 43% Small #### What Do G2 Reviewers Say About Aligned? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios encuentran la **facilidad de uso** de Aligned excepcional, lo que permite una configuración rápida para una colaboración efectiva en proyectos y presentaciones. - Los usuarios disfrutan del **espacio digital centralizado** de Aligned, mejorando la colaboración y la claridad en el recorrido del cliente. - Los usuarios valoran la **colaboración en equipo sofisticada** de Aligned, disfrutando de espacios organizados para una comunicación efectiva y el intercambio de información. - Los usuarios elogian la **eficiencia** de Aligned, haciendo que la gestión y el seguimiento de documentos sean fluidos durante los procesos de ventas críticos. - Los usuarios se benefician de una **organización optimizada** en Aligned, mejorando la colaboración y la accesibilidad para obtener mejores resultados de ventas. ##### Cons - Los usuarios sienten que hay **personalización limitada** , lo que afecta la personalización y funcionalidad de las características e informes de Aligned. - Los usuarios encuentran la **curva de aprendizaje empinada** , necesitando tiempo para navegar y entender las características de Aligned de manera efectiva. - Los usuarios encuentran las **características faltantes** en Aligned, como las exportaciones de informes limitadas y las opciones de personalización, frustrantes. - Los usuarios encuentran **problemas de integración** con su CRM, lo que resulta en errores y dificultad para acceder a salas específicas de manera eficiente. - Los usuarios encuentran Aligned frustrante debido a sus **características limitadas** , lo que lleva a una falta de personalización y problemas de integración. #### What Are Recent G2 Reviews of Aligned? **["Aligned hace que la colaboración en la incorporación sea fluida, organizada e intuitiva."](https://www.g2.com/es/survey_responses/aligned-review-13179528)** **Rating:** 4.5/5.0 stars _— Paola M._ [Read full review](https://www.g2.com/es/survey_responses/aligned-review-13179528) **["Equipo de clientes altamente comprometido combinado con un producto de primera clase"](https://www.g2.com/es/survey_responses/aligned-review-11764963)** **Rating:** 5.0/5.0 stars _— Gareth S._ [Read full review](https://www.g2.com/es/survey_responses/aligned-review-11764963) ### [Softr](https://www.g2.com/products/softr/reviews) Softr is the leading AI platform for building business software — including apps, databases, workflow automation, and forms — without code. Most teams are held back by fragmented systems: work is scattered across spreadsheets, docs, messages, and tools that don't connect. Softr replaces that fragmentation with a single platform for building software tailored to your exact workflows and business logic — without waiting on developers, IT, or outside help. Start with the AI app builder, then switch to visual editing anytime. Add features, adjust logic, and make changes yourself as your business evolves. No technical overhead, no tickets, no waiting. With Softr, you can build client portals, internal tools, CRMs, project trackers, dashboards, employee intranets, inventory management systems, partner portals, ERP systems, lead capture forms, and more. Key features: - All-in-one platform: Build and connect apps, databases, workflow automation, and forms in a single platform, without having to switch between tools. - Native databases and 17+ data source integrations: Store and manage data in Softr Databases, or sync in real time with external sources, including Airtable, HubSpot, Notion, monday.com, Coda, ClickUp, Google Sheets, SQL data sources, and more. - Production-ready infrastructure: User management, hosting, and security are built in from day one, making your apps ready to deploy securely. - AI-powered building: Describe what you need in plain language and get a working app, then customize visually without writing code. - Custom user groups and granular permissions: Control exactly who can see, access, and edit what across your apps. - Built to scale: Add features, make changes, and grow your software as your business evolves, all without technical debt or developer dependencies. Softr is used by operations, HR, finance, sales, customer success, and business teams at organizations of all sizes, as well as agencies and consultants who need professional, branded software without hiring a developer. Trusted by 1M+ organizations worldwide, from Fortune 500s to fast-growing startups. **Average Rating:** 4.7/5.0 **Total Reviews:** 707 #### How Do G2 Users Rate Softr? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 7.9/10 (Category avg: 8.1/10) - **Versioning:** 7.5/10 (Category avg: 8.2/10) - **Feedback:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Softr? - **Seller:** [Softr](https://www.g2.com/sellers/softr) - **Company Website:** softr.io - **Year Founded:** 2020 - **HQ Location:** Berlin, DE - **Twitter:** @softr\_io 15,629 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28f939a9a29eb1819c0ddd90da5e15485954beada70c50a031cea133a87300c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsoftr%2F&secure%5Burl_type%5D=linkedin_company_website) 77 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Founder, CEO - **Top Industries:** Computer Software, Consulting - **Company Size:** 87% Small, 7% Medium #### What Do G2 Reviewers Say About Softr? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of Softr, praising its simplicity and helpful support for beginners. - Users highlight the **fast and responsive customer support** of Softr, enhancing their overall experience and satisfaction. - Users value the **easy setup** of Softr, enabling quick implementation and accessibility for everyone. - Users love the **easy integrations** with various apps like Airtable and Monday.com, enhancing their workflow effortlessly. - Users love the **easy integration** capabilities of Softr, making it seamless to connect with various apps and databases. ##### Cons - Users desire **greater customization options** in Softr, as current limitations hinder their design and branding flexibility. - Users find the **missing features** in Softr limit functionality, hindering practical applications like blogging and actions. - Users are frustrated by the **limited features** of Softr, especially the lack of mobile app availability. - Users find Softr has **limitations in customization** and functionality, impacting control and performance for complex projects. - Users find Softr to be **expensive** , especially when scaling and needing advanced features or longer trial periods. #### What Are Recent G2 Reviews of Softr? **["Softr Makes Building Simple Web Apps Fast and Developer-Free"](https://www.g2.com/survey_responses/softr-review-13177970)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/softr-review-13177970) **["Rapid No-Code App Launches with Softr’s Clean Blocks and Easy Data Connections"](https://www.g2.com/survey_responses/softr-review-13066660)** **Rating:** 5.0/5.0 stars _— NacwAiBiotechHealthcare D._ [Read full review](https://www.g2.com/survey_responses/softr-review-13066660) #### What Are G2 Users Discussing About Softr? - [What is Softr used for?](https://www.g2.com/discussions/what-is-softr-used-for) ### [Zoho CRM](https://www.g2.com/es/products/zoho-crm/reviews) Zoho CRM es una herramienta de gestión de relaciones con clientes basada en la nube que atiende las necesidades empresariales de negocios de mediana a gran escala. Las características clave incluyen gestión de contactos, embudos de ventas, gestión de pipeline, automatización de flujos de trabajo, asistente conversacional impulsado por IA, gestión de tareas, gestión de campañas de marketing, pronóstico de ventas, soporte y servicio al cliente, gestión de inventario, informes y análisis, e integración sin problemas con más de 500 aplicaciones empresariales populares en un solo sistema empresarial. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,839 #### How Do G2 Users Rate Zoho CRM? - **¿Ha sido the product un buen socio para hacer negocios?:** 8.0/10 (Category avg: 9.4/10) - **Facturación:** 8.8/10 (Category avg: 8.1/10) - **Control de versiones:** 8.6/10 (Category avg: 8.2/10) - **Comentarios:** 8.6/10 (Category avg: 8.5/10) #### Who Is the Company Behind Zoho CRM? - **Vendedor:** [Zoho](https://www.g2.com/es/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Año de fundación:** 1996 - **Ubicación de la sede:** Austin, TX - **Twitter:** @Zoho 137,880 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website) 30,766 empleados en LinkedIn® - **Teléfono:** +1 (888) 900-9646 #### Who Uses This Product? - **Who Uses This:** Propietario, Director Ejecutivo - **Top Industries:** Tecnología de la información y servicios, Software de Computadora - **Company Size:** 62% Small, 33% Medium #### What Do G2 Reviewers Say About Zoho CRM? _AI-generated summary from verified user reviews_ ##### Pros - A los usuarios les encanta la **facilidad de uso** de Zoho CRM, lo que hace que la navegación y la implementación sean fluidas e intuitivas. - Los usuarios aprecian las **características robustas** y el **soporte de primera calidad** de Zoho CRM, mejorando su experiencia de gestión de clientes. - Los usuarios valoran las **integraciones fluidas** de Zoho CRM, mejorando su flujo de trabajo y conectando diversas herramientas empresariales sin esfuerzo. - Los usuarios valoran la **gestión eficiente de leads** de Zoho CRM, mejorando los flujos de trabajo e integrándose sin problemas con múltiples aplicaciones. - A los usuarios les encanta la **facilidad de integración** con Zoho CRM, creando un flujo de trabajo sin problemas con otras herramientas empresariales. ##### Cons - Los usuarios encuentran **la curva de aprendizaje desafiante** , especialmente con las funciones avanzadas que requieren tiempo para dominar. - Los usuarios tienen dificultades con las **funciones limitadas** de Zoho CRM, especialmente en lo que respecta a la integración y automatización con otros sistemas. - Los usuarios enfrentan problemas significativos de **integración** con Zoho CRM, causando retrasos y complicaciones para lograr la funcionalidad deseada. - Los usuarios encuentran la **complejidad** de Zoho CRM desafiante, especialmente para los usuarios primerizos que no están familiarizados con los sistemas CRM. - Los usuarios a menudo enfrentan **un mal servicio al cliente** , encontrando difícil recibir la asistencia adecuada para sus consultas. #### What Are Recent G2 Reviews of Zoho CRM? **["Una solución CRM llave en mano y rentable"](https://www.g2.com/es/survey_responses/zoho-crm-review-13048297)** **Rating:** 5.0/5.0 stars _— Rohit B._ [Read full review](https://www.g2.com/es/survey_responses/zoho-crm-review-13048297) **["Zoho CRM centraliza datos, automatiza flujos de trabajo y ofrece potentes insights."](https://www.g2.com/es/survey_responses/zoho-crm-review-13163763)** **Rating:** 4.5/5.0 stars _— Muhammed A._ [Read full review](https://www.g2.com/es/survey_responses/zoho-crm-review-13163763) #### What Are G2 Users Discussing About Zoho CRM? - [¿Cuáles son las principales fortalezas de Zoho CRM en la gestión de relaciones con los clientes en comparación con otras plataformas CRM?](https://www.g2.com/es/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [¿Cuáles son las principales fortalezas de Zoho CRM en la gestión de relaciones con los clientes en comparación con otras plataformas CRM?](https://www.g2.com/es/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [¿Para qué se utiliza Zoho CRM?](https://www.g2.com/es/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [¿Es realmente gratuito Zoho CRM?](https://www.g2.com/es/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [¿Cuáles son las características del software CRM?](https://www.g2.com/es/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### [Assembly](https://www.g2.com/products/assemblysoftware/reviews) Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service firms. It replaces a patchwork of point tools with one place to run client work — so clients get a clean, branded portal for tasks, payments, messages, files, contracts, and forms, and your team runs on a simple CRM with an AI Assistant that knows full client context. The result: faster onboarding, improved retention, and happier clients. Assembly also fits the stack you already use. Embed Calendly, Airtable, and 1,000s of other products, connect Zapier/Make and webhooks, or build Custom Apps with our API so your workflow drives the software, not the other way around. Trusted by 1,000+ businesses serving 1M+ clients. SOC 2 Type II and HIPAA. Start a 14-day trial at assembly.com. **Average Rating:** 4.7/5.0 **Total Reviews:** 322 #### How Do G2 Users Rate Assembly? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 8.5/10 (Category avg: 8.1/10) - **Versioning:** 7.8/10 (Category avg: 8.2/10) - **Feedback:** 8.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind Assembly? - **Seller:** [Assembly](https://www.g2.com/sellers/assembly-a15c4322-09e3-4e56-ade0-1ad0a66d9bd1) - **Company Website:** assembly.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @copilot 60,010 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0d4ae78d0c147277aa866791f15647a23740868af3ddd870f2b7d4fce263d5d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassemblycom%2F&secure%5Burl_type%5D=linkedin_company_website) 42 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Owner - **Top Industries:** Marketing and Advertising, Accounting - **Company Size:** 91% Small, 4% Medium #### What Do G2 Reviewers Say About Assembly? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of use** of Assembly exceptional, streamlining client information presentation and management. - Users value the **easy setup** of Assembly, enabling quick implementation and smooth user experiences with minimal effort. - Users praise the **responsive customer support** of Assembly, enhancing their overall experience and satisfaction with the product. - Users highlight the **intuitive design** of Assembly, making client management and onboarding seamless and efficient. - Users value the **seamless integration capabilities** of Assembly, enhancing their workflow and centralizing diverse processes effectively. ##### Cons - Users express a desire for **missing features** , hoping for enhanced integrations and richer text options for improved functionality. - Users find **limited features** in Assembly, wishing for more integration and customization opportunities for enhanced usability. - Users desire more **customization options** for the portal, wishing for full CSS control and theme selections. - Users note the **lack of features** in Assembly, likening it to a 'beta version' needing further development. - Users encounter **integration issues** with Assembly, seeking smoother connections with payment processing and other software. #### What Are Recent G2 Reviews of Assembly? **["Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication"](https://www.g2.com/survey_responses/assembly-review-13086271)** **Rating:** 5.0/5.0 stars _— Aminder M._ [Read full review](https://www.g2.com/survey_responses/assembly-review-13086271) **["Simple CRM That Saved Me Time"](https://www.g2.com/survey_responses/assembly-review-13128705)** **Rating:** 5.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/assembly-review-13128705) #### What Are G2 Users Discussing About Assembly? - [What is the purpose and features of a portal?](https://www.g2.com/discussions/what-is-the-purpose-and-features-of-a-portal) - [What are the functions of a portal?](https://www.g2.com/discussions/what-are-the-functions-of-a-portal) - 1 upvote - [What are the features of customer portal?](https://www.g2.com/discussions/portal-what-are-the-features-of-customer-portal) - 1 upvote - [What are the features of a portal?](https://www.g2.com/discussions/what-are-the-features-of-a-portal) ### [DocSend](https://www.g2.com/products/dropbox-docsend/reviews) Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. With DocSend, business can offload administrative burdens and securely share the most impactful proprietary information faster. DocSend’s Virtual Data Rooms manage sensitive documents securely and gets team real-time deal insights, simplying the entire deal process from initial pitch to final signature. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information. **Average Rating:** 4.6/5.0 **Total Reviews:** 561 #### How Do G2 Users Rate DocSend? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 6.1/10 (Category avg: 8.1/10) - **Versioning:** 8.6/10 (Category avg: 8.2/10) - **Feedback:** 6.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind DocSend? - **Seller:** [Dropbox](https://www.g2.com/sellers/dropbox) - **Company Website:** www.dropbox.com - **Year Founded:** 2007 - **HQ Location:** San Francisco, California - **Twitter:** @Dropbox 3,279,477 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7505e3c975e91739221f62ad8db1b74e68595cd1fc87ef0554b6ed9b60fce9f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F167251%2F&secure%5Burl_type%5D=linkedin_company_website) 4,149 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 75% Small, 21% Medium #### What Do G2 Reviewers Say About DocSend? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of DocSend, enjoying seamless document sharing and tracking for enhanced engagement. - Users appreciate the **visibility and tracking** DocSend provides, enhancing their document sharing and decision-making processes. - Users value the **real-time analytics and professional sharing options** of DocSend, enhancing content sharing and collaboration. - Users value the **top-notch security** of DocSend, ensuring safe document sharing with detailed engagement insights. - Users value the **easy sharing** of DocSend, gaining insights and control over document engagement in a professional manner. ##### Cons - Users highlight the **high pricing** of DocSend, making it less accessible for those managing multiple clients. - Users face challenges with **limited app functionality** , including slow loading, integration issues, and mobile optimization concerns. - Users express frustration with **lacking features** on DocSend, especially regarding analytics and mobile optimization for smaller teams. - Users note the need for more **flexible customization** in DocSend to better suit dynamic marketing and collaboration processes. - Users express **pricing concerns** regarding DocSend, noting frequent changes and high costs for multiple user seats. #### What Are Recent G2 Reviews of DocSend? **["Docsend Makes Secure Document Sharing Simple with Helpful Viewing Insights"](https://www.g2.com/survey_responses/docsend-review-13060862)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/docsend-review-13060862) **["I didn't expect document analytics to be this useful"](https://www.g2.com/survey_responses/docsend-review-13061841)** **Rating:** 5.0/5.0 stars _— Yaroslav B._ [Read full review](https://www.g2.com/survey_responses/docsend-review-13061841) #### What Are G2 Users Discussing About DocSend? - [Is DocSend safe?](https://www.g2.com/discussions/is-docsend-safe) - [How do I use DocSend?](https://www.g2.com/discussions/how-do-i-use-docsend) - [What is DocSend?](https://www.g2.com/discussions/what-is-docsend) ### [Kontentino](https://www.g2.com/products/kontentino/reviews) Kontentino is a collaborative social media tool that turns chaos into clarity - helping teams plan, approve, and schedule together effortlessly. It brings marketing teams, clients, and stakeholders into a single structured workflow — replacing scattered emails and endless feedback loops with clarity, speed, and control. Approvals without the friction Clients review and approve posts through a clean interface. No login required. Fewer misunderstandings, faster sign-offs, stronger relationships. Real collaboration, in real time Copywriters, designers, managers, and clients work together in one place. No version confusion, no lost feedback threads. Multi-brand, multi-channel clarity Manage dozens of brands and profiles from one calendar. Always know what's scheduled, what needs approval, and what's going live next. Publish and measure, all in one place Autopublish to Facebook, Instagram, LinkedIn, TikTok, and more. Then track performance with visual reports that actually make sense. AI that works the way you do Smart AI features for content creation and localization - built into your workflow, not bolted on. Backed by real human support when you need it. Support from real people, fast When you need help, a real person responds. Quickly. Kontentino support team knows the product and social media landscape, and always aims to solves problems. Built for agencies managing multiple clients, and in-house teams who can't afford messy processes. Kontentino scales with you — from a handful of profiles to a full portfolio. **Average Rating:** 4.6/5.0 **Total Reviews:** 371 #### How Do G2 Users Rate Kontentino? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.4/10) #### Who Is the Company Behind Kontentino? - **Seller:** [Kontentino](https://www.g2.com/sellers/kontentino) - **Company Website:** www.kontentino.com - **Year Founded:** 2014 - **HQ Location:** Bratislava, Slovakia - **Twitter:** @Kontentino 582 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cb9b24e9ddebc7cdc41b5071b89e5dc0e91c69af16d6ba4e49ff03af728df3da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10633766%2F&secure%5Burl_type%5D=linkedin_company_website) 31 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Social Media Manager, CEO - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 69% Small, 17% Medium #### What Do G2 Reviewers Say About Kontentino? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Kontentino, ensuring efficient content management and seamless client approvals. - Users appreciate the **responsive and friendly customer service** of Kontentino, making their experience feel like a true partnership. - Users appreciate the **clear calendar view** in Kontentino, enhancing ease of scheduling and team collaboration for social media. - Users value the **effective content creation** capabilities of Kontentino, streamlining collaboration and management across multiple stakeholders. - Users appreciate the **post scheduling** feature of Kontentino, which streamlines content planning and enhances team collaboration. ##### Cons - Users find Kontentino's pricing to be **higher than competitors** , impacting overall affordability and value perception. - Users experience **performance issues** with Kontentino, including slow loading times and difficulties with post publishing. - Users find **scheduling issues** with Kontentino, particularly for TikTok and PDF uploads, hinder their workflow efficiency. - Users notice a **lack of advanced analytics** in Kontentino, wishing for more reliable data interpretation and functionality. - Users note **limitations in analytics and social media scheduling** , affecting overall usability and convenience when publishing content. #### What Are Recent G2 Reviews of Kontentino? **["Clear Content Planning Overview That Keeps Our Brand on Track"](https://www.g2.com/survey_responses/kontentino-review-13129369)** **Rating:** 4.5/5.0 stars _— Zuzana V._ [Read full review](https://www.g2.com/survey_responses/kontentino-review-13129369) **["Easy to use, great support, and an excellent workflow for social media agencies"](https://www.g2.com/survey_responses/kontentino-review-12856165)** **Rating:** 4.0/5.0 stars _— Thirsa d._ [Read full review](https://www.g2.com/survey_responses/kontentino-review-12856165) ### [Dock](https://www.g2.com/products/dock/reviews) Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full customer lifecycle, offering: - Digital sales rooms - Customer onboarding & client portals - Content management - Learning management (courses & playbooks) - AI Enablement Agent that guide reps in real time - AI Documents for generating personalized customer documents - Sales order forms & CPQ - HubSpot and Salesforce CRM integrations and automations **Average Rating:** 4.6/5.0 **Total Reviews:** 452 #### How Do G2 Users Rate Dock? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 6.9/10 (Category avg: 8.1/10) - **Versioning:** 8.2/10 (Category avg: 8.2/10) - **Feedback:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Dock? - **Seller:** [Dock](https://www.g2.com/sellers/dock) - **Year Founded:** 2021 - **HQ Location:** San Francisco, California - **Twitter:** @Dock\_us 582 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fd4d6da0ffcbc5374e4caf6ce59b2f56561551f7e43d4b5e36ba21b8e2ebd31e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdock-us%2F&secure%5Burl_type%5D=linkedin_company_website) 25 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Enterprise Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 36% Medium, 33% Small #### What Do G2 Reviewers Say About Dock? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Dock, finding it intuitive and accessible for all users. - Users appreciate the **easy setup** of Dock, enabling quick organization and professional document sharing for teams. - Users find Dock to be a **helpful one-stop portal** for managing projects and enhancing client onboarding experiences. - Users highlight the **easy setup** of Dock, enhancing usability and professionalism for their sales organization. - Users value the **centralized workspace** of Dock, enabling effective project management and streamlined client communication. ##### Cons - Users note **limited customization options** that restrict their ability to tailor Dock to specific needs effectively. - Users desire **missing features** like workspace restoration and enhanced interaction options within Dock for better collaboration. - Users express frustration with the **missing functionality** in Dock, hindering efficient workspace management and communication. - Users face **integration issues** with Dock, particularly with embedding and limitations on field types and automations. - Users find the **learning curve steep** for Dock, requiring time and effort to fully understand its functionality. #### What Are Recent G2 Reviews of Dock? **["Customizable Templates and Easy Client Onboarding—No Account Needed"](https://www.g2.com/survey_responses/dock-review-12938077)** **Rating:** 5.0/5.0 stars _— Parveen K._ [Read full review](https://www.g2.com/survey_responses/dock-review-12938077) **["Dock Modernized Our Client Collaboration with a Polished, Centralized Portal"](https://www.g2.com/survey_responses/dock-review-12920837)** **Rating:** 5.0/5.0 stars _— Kristy R._ [Read full review](https://www.g2.com/survey_responses/dock-review-12920837) #### What Are G2 Users Discussing About Dock? - [What do you like most about Dock for documentation management, and what improvements would you suggest?](https://www.g2.com/discussions/what-do-you-like-most-about-dock-for-documentation-management-and-what-improvements-would-you-suggest) - [What is Dock used for?](https://www.g2.com/discussions/what-is-dock-used-for) ### [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) From agency to enterprise, the Vendasta platform is the only end-to-end management software for selling digital solutions to local businesses. Consolidate your tech stack, acquire new clients, and bill and fulfill projects—all within a single platform. Vendasta turns complex data and instructions into easy-to-manage AI employees that work across the Vendasta platform, so businesses can grow while staying focused on what they do best. Vendasta’s AI employees come pre-configured with the skills and personality to fit any business. You can easily customize them using simple language too—no coding required. Whether it’s lead capture, automating customer communication, or managing content, the AI employees have you covered. Visit our Trust Center at trust.vendasta.com for security documentation, compliance certifications, and data privacy details. **Average Rating:** 4.5/5.0 **Total Reviews:** 534 #### How Do G2 Users Rate Vendasta AI Platform? - **Has the product been a good partner in doing business?:** 9.0/10 (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 Vendasta AI Platform? - **Seller:** [Vendasta](https://www.g2.com/sellers/vendasta) - **Company Website:** www.vendasta.com - **Year Founded:** 2008 - **HQ Location:** Saskatchewan - **Twitter:** @Vendasta 3,930 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6544d4f9729fc9e50198db32a7076ab16ab3af165e6fcdb3dd871aa2845ce6e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F203666%2F&secure%5Burl_type%5D=linkedin_company_website) 752 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Management Consulting - **Company Size:** 84% Small, 10% Medium #### What Do G2 Reviewers Say About Vendasta AI Platform? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **intuitive design and outstanding support** of the Vendasta AI Platform, enhancing service delivery and client satisfaction. - Users value the **outstanding customer support** team at Vendasta, ensuring responsive and knowledgeable assistance for their needs. - Users find the **ease of use** of the Vendasta AI Platform enhances efficiency and client engagement effortlessly. - Users value the **all-in-one dashboard** of Vendasta AI Platform, making management of SEO and marketing tools seamless. - Users admire the **efficiency** of Vendasta AI Platform, significantly reducing manual tasks and enhancing productivity. ##### Cons - Users find the **learning curve steep** , with complexities in integrations and automations that hinder easier usage. - Users find Vendasta AI Platform has **limited features** and complicated onboarding, making it hard to fully utilize. - Users find the **difficult learning curve** challenging, particularly with integrations that can be overwhelming and complex. - Users express frustration over **missing features** , such as improved proposals and effective project management within the Vendasta AI Platform. - Users find the **complexity of integrations and automations** frustrating, leading to challenges in setup and execution. #### What Are Recent G2 Reviews of Vendasta AI Platform? **["Revolutionized Our Client AI Integration"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277)** **Rating:** 5.0/5.0 stars _— Chris H._ [Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-12265277) **["Amazing AI Assistants, Simple to Use, and Fairly Priced"](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105)** **Rating:** 5.0/5.0 stars _— Carl B._ [Read full review](https://www.g2.com/survey_responses/vendasta-ai-platform-review-13099105) #### What Are G2 Users Discussing About Vendasta AI Platform? - [How has CalendarHero improved your scheduling processes, and what features do you find most useful?](https://www.g2.com/discussions/how-has-calendarhero-improved-your-scheduling-processes-and-what-features-do-you-find-most-useful) - 1 comment - [What is Vendasta used for?](https://www.g2.com/discussions/what-is-vendasta-used-for) - [What is About.Me used for?](https://www.g2.com/discussions/what-is-about-me-used-for) - [What is MatchCraft's AdVantage used for?](https://www.g2.com/discussions/what-is-matchcraft-s-advantage-used-for) - [How do you automate zoom?](https://www.g2.com/discussions/calendarhero-how-do-you-automate-zoom) - 1 comment ### [Moxo](https://www.g2.com/products/moxo-g2/reviews) Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The old way relies on scattered emails and manual follow-ups; the Moxo way keeps every step clear, connected, and accountable. We put human actions and decisions at the center of workflows, while AI and automation clear the manual work behind the scenes. By connecting people, systems, and AI, Moxo drives the right actions, from the right people, at the right time —whether it’s client onboarding, multi-party approvals, or ongoing account management. Business teams can eliminate bottlenecks, reduce drop-offs, and keep critical milestones moving forward. Trusted by leading global enterprises across financial services, consulting, legal, and healthcare, Moxo is the smarter way to orchestrate mission-critical workflows with confidence. **Average Rating:** 4.5/5.0 **Total Reviews:** 192 #### How Do G2 Users Rate Moxo? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 7.8/10 (Category avg: 8.1/10) - **Versioning:** 8.5/10 (Category avg: 8.2/10) - **Feedback:** 8.8/10 (Category avg: 8.5/10) #### Who Is the Company Behind Moxo? - **Seller:** [Moxo](https://www.g2.com/sellers/moxo) - **Company Website:** www.moxo.com - **Year Founded:** 2012 - **HQ Location:** Cupertino, CA - **Twitter:** @PoweredByMoxo 10,432 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52742f16dccb2faf7d4eb194be1087919e26ff6257215f30a9774a4e637961a9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2858507%2F&secure%5Burl_type%5D=linkedin_company_website) 226 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director, CEO - **Top Industries:** Financial Services, Marketing and Advertising - **Company Size:** 80% Small, 18% Medium #### What Do G2 Reviewers Say About Moxo? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Moxo, appreciating its user-friendly interface and seamless integration with other systems. - Users commend Moxo's **exceptional customer support** , highlighting their willingness to assist and enhance the user experience. - Users appreciate the **effective team collaboration** in Moxo, seamlessly coordinating tasks and enhancing communication. - Users commend Moxo for its **responsive support** , ensuring a seamless experience and valuable assistance when needed. - Users find Moxo's **communication features** invaluable for streamlining client interactions and enhancing collaboration. ##### Cons - Users find that **missing features** like client portal simulation and enhanced notification controls limit Moxo's functionality. - Users feel Moxo lacks **key features** , like client portal simulation and better notification control, impacting usability. - Users find Moxo **lacking essential features** like client portal simulation and advanced calendar integrations, affecting usability. - Users find **limited customization** in Moxo, lacking features like client portal simulation and advanced notification controls. - Users find **integration issues** with Moxo, particularly in calendar syncing and automation, affecting overall usability. #### What Are Recent G2 Reviews of Moxo? **["Productivity enhancer and time saver!"](https://www.g2.com/survey_responses/moxo-review-11687484)** **Rating:** 5.0/5.0 stars _— Matt H._ [Read full review](https://www.g2.com/survey_responses/moxo-review-11687484) **["Mass Inbound’s Review of Moxo"](https://www.g2.com/survey_responses/moxo-review-11776761)** **Rating:** 5.0/5.0 stars _— Dillon L._ [Read full review](https://www.g2.com/survey_responses/moxo-review-11776761) #### What Are G2 Users Discussing About Moxo? - [What does Moxtra do?](https://www.g2.com/discussions/what-does-moxtra-do) - [What is the use of Moxtra?](https://www.g2.com/discussions/what-is-the-use-of-moxtra) - [Is Moxtra open source?](https://www.g2.com/discussions/is-moxtra-open-source) - [Is Moxtra the same as zoom?](https://www.g2.com/discussions/is-moxtra-the-same-as-zoom) ### [Tresorit](https://www.g2.com/products/tresorit/reviews) 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. **Average Rating:** 4.5/5.0 **Total Reviews:** 256 #### How Do G2 Users Rate Tresorit? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.4/10) #### Who Is the Company Behind Tresorit? - **Seller:** [Tresorit](https://www.g2.com/sellers/tresorit) - **Company Website:** tresorit.com - **Year Founded:** 2011 - **HQ Location:** Zurich, Zurich - **Twitter:** @Tresorit 7,446 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a4533b7fbfa4b53ca16c081ec4de86427d7015d367e25b4e505d24aa2d587377&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2449399%2F&secure%5Burl_type%5D=linkedin_company_website) 144 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Manager - **Top Industries:** Information Technology and Services, Non-Profit Organization Management - **Company Size:** 83% Small, 14% Medium #### What Do G2 Reviewers Say About Tresorit? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly interface** of Tresorit, making secure file sharing and collaboration effortless. - Users commend Tresorit for its **strong security focus** , providing peace of mind and reliability in data storage. - Users value the **secure and flexible file sharing** features of Tresorit, enhancing productivity without compromising confidentiality. - Users value the **secure sharing** capabilities of Tresorit, enabling hassle-free sharing of encrypted data with privacy controls. - Users value Tresorit for its **robust security features** , including end-to-end encryption that ensures files remain private. ##### Cons - Users face **access limitations** with Tresorit, making file organization and collaboration cumbersome and inefficient. - Users find Tresorit **expensive** , particularly challenging for small businesses and solo practitioners with limited budgets. - Users experience **file management issues** with slow downloads, cumbersome organization, and limited customization, impacting their workflow. - Users face **syncing issues** with Tresorit, especially when deletions propagate across devices, complicating recovery efforts. - Users experience **cumbersome file sharing issues** that hinder collaboration and make the process less user-friendly compared to alternatives. #### What Are Recent G2 Reviews of Tresorit? **["Keeping Important Work Files and Shared Resources Better Organized and Easier to Access"](https://www.g2.com/survey_responses/tresorit-review-12881466)** **Rating:** 5.0/5.0 stars _— Ishan S._ [Read full review](https://www.g2.com/survey_responses/tresorit-review-12881466) **["Peace of Mind with True Zero-Knowledge Encryption and Seamless Secure Sharing"](https://www.g2.com/survey_responses/tresorit-review-13018526)** **Rating:** 5.0/5.0 stars _— Gaetano Mauro F._ [Read full review](https://www.g2.com/survey_responses/tresorit-review-13018526) #### What Are G2 Users Discussing About Tresorit? - [Is Tresorit really safe?](https://www.g2.com/discussions/is-tresorit-really-safe) - 2 comments, 1 upvote - [Can you edit documents in Tresorit?](https://www.g2.com/discussions/can-you-edit-documents-in-tresorit) - 1 comment - [Is Tresorit end-to-end encrypted?](https://www.g2.com/discussions/is-tresorit-end-to-end-encrypted) - 2 comments - [What is Tresorit used for?](https://www.g2.com/discussions/what-is-tresorit-used-for) - 2 comments ### [vcita](https://www.g2.com/products/vcita/reviews) vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software designed to empower small and medium-sized businesses with digital tools to automate administrative tasks and deliver exceptional client experiences. With vcita, business owners can streamline operations, save time, and drive growth through smart automation and seamless integration. Key Features of vcita’s All-in-One Solution: • CRM & Client Management: Easily manage client information, communication history, and track interactions with customizable client cards and workflows. • Payment Collection & Invoicing: Automate billing, estimates, invoicing, and payment collection to ensure getting paid on time 3x faster. • Online Scheduling & Calendar Management: Let clients schedule appointments 24/7,keeping your and your staff’s calendar full with automated reminders and meeting confirmations. • SMS & Email Marketing: Run targeted campaigns and automated follow-ups via SMS and email campaigns to nurture relationships and retain clients. • Lead Capture: Securely capture new leads directly from your website, ensuring seamless integration into your CRM and business flow.. • Client Portal: Let your clients book, pay, send messages and share documents through a secure and branded client portal - any time, from any device. • Documents & Files Management: Store, share, and manage documents securely in one place for easy access. • Automated Reminders: Set reminders for clients and staff to ensure no appointment or payment is missed. • Marketing Automation: Engage clients with automated SMS and email campaigns, saving you time and effort on routine communications. Latest Updates: • BizAI -AI assistant: A fully integrated AI-powered business advisor that offers personalized insights and automates tasks like scheduling, client communication. It learns from user feedback and business data to provide tailored recommendations, allowing business owners to stay in control. • Facebook Messenger Integration: Capture leads directly from Facebook Messenger and integrate them into your CRM, making communication with prospects more seamless. • Multi-Service Scheduling: Schedule multiple services within a single client appointment, allowing for easier management of complex client needs. • Calls & Texting App: New integration allows businesses to manage both calls and text messages from a single business phone number, streamlining communication and offering features like call recording, missed call logs, and custom greetings. • Payment Workflows: New streamlined payment workflows allow businesses to charge clients directly from the service catalog, providing a POS-like experience for quicker payments. Why Choose vcita? Join over 100,000 businesses globally using vcita to automate tasks, improve client relationships, and grow their business. Whether you’re looking to streamline billing, enhance marketing efforts, or offer a better client experience, vcita delivers a powerful, easy-to-use solution that covers it all. **Average Rating:** 4.5/5.0 **Total Reviews:** 79 #### How Do G2 Users Rate vcita? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 8.9/10 (Category avg: 8.1/10) - **Versioning:** 7.7/10 (Category avg: 8.2/10) - **Feedback:** 7.6/10 (Category avg: 8.5/10) #### Who Is the Company Behind vcita? - **Seller:** [vcita](https://www.g2.com/sellers/vcita) - **Year Founded:** 2010 - **HQ Location:** St. Petersburg Florida - **Twitter:** @vCita 1,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4c8add0ce36b69183c81d5250f6d26a15ecbe1fcfdedf21fcbf3ea6f4a400ed3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1816111%2F&secure%5Burl_type%5D=linkedin_company_website) 150 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Alternative Medicine, Marketing and Advertising - **Company Size:** 86% Small, 11% Medium #### What Do G2 Reviewers Say About vcita? _AI-generated summary from verified user reviews_ ##### Pros - Users find vCita's **ease of use** exceptional, simplifying client bookings and enhancing schedule management effortlessly. - Users appreciate the **automated reminders and confirmations** that streamline client management and enhance overall efficiency. - Users value the **exceptional customer support** from Vcita, noting quick responses and helpful assistance for their needs. - Users admire the **seamless integration** with websites and calendars, enhancing the booking experience for clients. - Users appreciate the **seamless integrations** with websites and calendars, enhancing appointment booking and client interaction. ##### Cons - Users face **integration issues** with vcita, struggling with syncing calendars and requiring additional apps for task management. - Users express a desire for **missing features** like partial refunds and better integration with task management tools. - Users find vcita **expensive** , needing to upgrade for basic features and facing limits on document uploads. - Users face a **lack of integration** with other services, complicating workflow and task management on vcita. - Users experience significant **linking issues** with vcita, causing confusion and inconsistency between platforms, affecting usability. #### What Are Recent G2 Reviews of vcita? **["Outstanding backend system transformed my business"](https://www.g2.com/survey_responses/vcita-review-9522081)** **Rating:** 5.0/5.0 stars _— Neil D._ [Read full review](https://www.g2.com/survey_responses/vcita-review-9522081) **["A god-send for our non-profit community mental health service"](https://www.g2.com/survey_responses/vcita-review-12206525)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/vcita-review-12206525) #### What Are G2 Users Discussing About vcita? - [What does Vcita do?](https://www.g2.com/discussions/what-does-vcita-do) - [Does vcita have an app?](https://www.g2.com/discussions/does-vcita-have-an-app) - [How does vcita work?](https://www.g2.com/discussions/how-does-vcita-work) - [What is vcita used for?](https://www.g2.com/discussions/what-is-vcita-used-for) - 1 upvote ### [SuiteDash](https://www.g2.com/products/suitedash/reviews) More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one. **Average Rating:** 4.8/5.0 **Total Reviews:** 606 #### How Do G2 Users Rate SuiteDash? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 9.4/10 (Category avg: 8.1/10) - **Versioning:** 8.9/10 (Category avg: 8.2/10) - **Feedback:** 9.4/10 (Category avg: 8.5/10) #### Who Is the Company Behind SuiteDash? - **Seller:** [SuiteDash](https://www.g2.com/sellers/suitedash) - **Year Founded:** 2012 - **HQ Location:** Research Triangle Park, NC - **Twitter:** @SuiteDash 1,174 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bce72689dbd5d956e17c9da92af6a3b28cbad98206326544e87874edc375c67d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsuitedash%2F&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Marketing and Advertising, Information Technology and Services - **Company Size:** 98% Small, 1% Medium #### What Do G2 Reviewers Say About SuiteDash? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **responsive customer support** of SuiteDash, feeling supported and empowered in their business operations. - Users love the **comprehensive and integrated features** of SuiteDash, streamlining their workflows while enhancing professionalism. - Users find SuiteDash's **easy setup** essential for daily business operations and appreciate its seamless integration. - Users love the **automation features** of SuiteDash, which streamline operations and enhance daily workflows effectively. - Users love the **customization options** in SuiteDash, allowing them to tailor the platform to fit their unique business needs. ##### Cons - Users find the **learning curve steep** , requiring time and patience to effectively navigate the platform's features. - Users find the **learning curve steep** , requiring time and patience to fully grasp SuiteDash's extensive features. - Users find the **learning difficulty** challenging initially due to the platform's complexity and lengthy setup processes. - Users find the **complex setup** of SuiteDash challenging initially, though tutorials help ease the learning curve. - Users find the **limited customization options** frustrating, as they desire more flexibility in personalizing their experience. #### What Are Recent G2 Reviews of SuiteDash? **["Client Portal the way it should be."](https://www.g2.com/survey_responses/suitedash-review-8129930)** **Rating:** 5.0/5.0 stars _— Duane E._ [Read full review](https://www.g2.com/survey_responses/suitedash-review-8129930) **["SuiteDash: Intuitive, Reliable All-in-One with Huge ROI for Solo Operators"](https://www.g2.com/survey_responses/suitedash-review-12715474)** **Rating:** 5.0/5.0 stars _— mike l._ [Read full review](https://www.g2.com/survey_responses/suitedash-review-12715474) #### What Are G2 Users Discussing About SuiteDash? - [What is SuiteDash used for?](https://www.g2.com/discussions/what-is-suitedash-used-for) ### [Clinked](https://www.g2.com/pt/products/clinked/reviews) Clinked é um portal seguro baseado em nuvem e uma sala de dados virtual que oferece às equipes, clientes e partes interessadas externas um único lugar para trabalharem juntos sem depender de intermináveis cadeias de e-mails, links de compartilhamento de arquivos dispersos ou ferramentas desconectadas. Em vez de procurar nas caixas de entrada o documento mais recente, aprovação ou atualização, todos trabalham a partir do mesmo espaço de trabalho com marca, com acesso às informações relevantes para eles. Usado por organizações em serviços profissionais, jurídico, financeiro, saúde, organizações governamentais e outras indústrias de alta confiança, o Clinked ajuda as empresas a gerenciar documentos sensíveis, comunicação com clientes, projetos e aprovações em um ambiente seguro. Quer você esteja integrando clientes, gerenciando projetos em andamento, coordenando due diligence ou compartilhando informações confidenciais, o Clinked reúne arquivos, conversas, tarefas e atualizações em um único local. As organizações podem escolher entre uma variedade de soluções, incluindo um portal de clientes com marca, uma experiência de portal totalmente personalizada ou uma sala de dados virtual projetada para transações confidenciais e projetos com muitos documentos. Essa flexibilidade permite que as equipes criem uma experiência que corresponda tanto ao seu fluxo de trabalho quanto às expectativas de seus clientes. Uma das características definidoras do Clinked é sua ampla capacidade de marca branca. As empresas podem personalizar portais com seus próprios logotipos, cores, domínios, modelos de e-mail e elementos de marca, criando uma experiência que parece uma extensão natural de sua empresa. Os clientes interagem com sua marca, não com uma plataforma de terceiros. Aplicativos móveis com marca para iOS e Android ampliam ainda mais essa experiência além do desktop. O Clinked é construído em torno da redução do atrito que muitas vezes vem com o trabalho com clientes. Em vez de compartilhar arquivos por e-mail, discuti-los em ferramentas de chat separadas e acompanhar o progresso em outro lugar, as equipes podem gerenciar documentos, conversas, tarefas, aprovações, eventos e atividades de projeto em um só lugar. Feeds de atividades e painéis fornecem visibilidade sobre o que mudou, enquanto ferramentas de gerenciamento de tarefas ajudam as equipes a atribuir responsabilidades, acompanhar o progresso e manter os projetos em andamento. O gerenciamento de documentos é uma força central da plataforma. As equipes podem organizar arquivos com controles de permissão granulares, rastreamento de versões, trilhas de auditoria, aprovações e compartilhamento seguro. Os usuários podem encontrar rapidamente informações através de ferramentas de busca inteligente e espaços de trabalho estruturados, enquanto pré-visualizações de documentos, anotações e comentários facilitam a colaboração sem exigir downloads ou longas trocas de e-mails. A segurança permanece central em tudo o que o Clinked oferece. A plataforma é certificada pela ISO 27001 e protege os dados através de criptografia de nível bancário, controles de permissão detalhados, autenticação de dois fatores, logs de auditoria e infraestrutura segura. Essas salvaguardas a tornam bem adequada para organizações que lidam com informações confidenciais, dados regulamentados ou registros de clientes onde visibilidade e responsabilidade são importantes. O Clinked também se conecta com ferramentas de negócios amplamente usadas, incluindo Zapier, Google Workspace, Microsoft 365, DocuSign, Jotform e muitos outros aplicativos de terceiros. Através de integrações, APIs e capacidades de automação, as organizações podem conectar o Clinked aos fluxos de trabalho existentes enquanto mantêm a colaboração voltada para o cliente em um ambiente seguro e com marca. Para organizações que buscam reduzir a dependência de e-mails, melhorar a visibilidade em projetos e proporcionar uma experiência mais profissional para os clientes, o Clinked oferece uma alternativa prática para gerenciar múltiplos sistemas. Ele combina gerenciamento seguro de documentos, comunicação, coordenação de projetos e flexibilidade de marca em uma única plataforma projetada em torno de como o trabalho com clientes modernos realmente acontece. **Average Rating:** 4.8/5.0 **Total Reviews:** 143 #### How Do G2 Users Rate Clinked? - **the product tem sido um bom parceiro comercial?:** 9.7/10 (Category avg: 9.4/10) - **Faturamento e Faturamento:** 9.1/10 (Category avg: 8.1/10) - **Controle de versão:** 9.1/10 (Category avg: 8.2/10) - **Feedback:** 9.4/10 (Category avg: 8.5/10) #### Who Is the Company Behind Clinked? - **Vendedor:** [Clinked](https://www.g2.com/pt/sellers/clinked) - **Website da Empresa:** clinked.com - **Ano de Fundação:** 2008 - **Localização da Sede:** Cambridge, UK - **Twitter:** @clinked 1,295 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c10c6b66c8750834fa35f5c97d82c2948a398bcde15951b77ac7103c15dd04e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclinked%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 17 funcionários no LinkedIn® #### Who Uses This Product? - **Top Industries:** Software de Computador, Marketing e Publicidade - **Company Size:** 66% Small, 25% Medium #### What Do G2 Reviewers Say About Clinked? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham a **facilidade de uso** do Clinked benéfica para compartilhar documentos rapidamente com os clientes. - Os usuários valorizam os recursos de **colaboração fácil** do Clinked, melhorando a organização e agilizando a comunicação em projetos. - Os usuários valorizam a **colaboração em equipe sem interrupções** no Clinked, melhorando a comunicação e a eficiência na gestão de projetos. - Os usuários acham **fácil compartilhar** com o Clinked benéfico, simplificando a colaboração e reduzindo a sobrecarga de e-mails para atualizações de projetos. - Os usuários valorizam a experiência de **compartilhamento de arquivos sem interrupções** do Clinked, apreciando sua facilidade de uso e aparência profissional. ##### Cons - Os usuários desejam **mais controle sobre a personalização** , incluindo opções de layout e configurações de notificação mais detalhadas para uma melhor experiência. - Os usuários expressam a necessidade de **mais opções de personalização** nas integrações e na organização de arquivos para melhorar a usabilidade. - Os usuários acham a **curva de aprendizado desafiadora** , causando frustração inicial antes de se sentirem confortáveis com a plataforma Clinked. - Os usuários sentem que as **funcionalidades de chat ausentes** prejudicam a comunicação eficaz, especialmente devido à falta de uma função de pesquisa. - Os usuários experimentam **desempenho lento** ocasional ao fazer upload de arquivos grandes, impactando a eficiência geral do Clinked. #### What Are Recent G2 Reviews of Clinked? **["Fácil de usar com integração suave de recursos externos"](https://www.g2.com/pt/survey_responses/clinked-review-12988424)** **Rating:** 5.0/5.0 stars _— Usuário Verificado em Consultoria_ [Read full review](https://www.g2.com/pt/survey_responses/clinked-review-12988424) **["Plataforma confiável para colaboração com clientes e compartilhamento seguro de documentos"](https://www.g2.com/pt/survey_responses/clinked-review-12299037)** **Rating:** 4.0/5.0 stars _— Christian K._ [Read full review](https://www.g2.com/pt/survey_responses/clinked-review-12299037) #### What Are G2 Users Discussing About Clinked? - [What does Clinked do?](https://www.g2.com/pt/discussions/what-does-clinked-do) - [What should be included in a client portal?](https://www.g2.com/pt/discussions/what-should-be-included-in-a-client-portal) - [O que faz um portal do cliente?](https://www.g2.com/pt/discussions/what-does-a-client-portal-do) - 2 comments, 1 upvote - [O que é Clinked com?](https://www.g2.com/pt/discussions/what-is-clinked-com) - 2 comments ### [Knack](https://www.g2.com/pt/products/knack/reviews) Knack tem sido um pioneiro no espaço No Code por mais de uma década, com mais de 5000 clientes, desde pequenas e médias empresas até as maiores empresas da Fortune 500. Knack capacita inovadores do dia a dia a superar facilmente desafios críticos de negócios. Ao aproveitar a plataforma intuitiva de no-code da Knack e a rede de construtores especialistas, as equipes podem rapidamente construir aplicativos personalizados que coletam e gerenciam dados, automatizam processos e movem fluxos de trabalho online. Isso economiza tempo, pois os criadores de negócios podem criar e modificar fluxos de trabalho e são capacitados para resolver seus próprios desafios. Knack ajuda a resolver uma variedade de casos de uso funcional, como portais de clientes e fornecedores, aplicativos personalizados de CRM e gerenciamento de projetos, sistemas LMS, gestão de faturas e contratos, logística e cadeia de suprimentos, agendamento de companhias aéreas, diretórios de membros e gestão de voluntários, gestão imobiliária e de inquilinos, saúde (HIPAA), aplicativos para comunicações de governos estaduais e locais, e mais. Knack ajuda não programadores a construir facilmente aplicativos web bonitos e orientados por dados. Os dados podem ser importados de planilhas e convertidos em um banco de dados online. Ferramentas como busca, formulários e tabelas são usadas para construir aplicativos web que trabalham com os dados. Oferecemos edições especiais para Saúde (HIPAA), Governo (GovCloud) e conformidade SOC2. Os aplicativos podem ser publicados em qualquer site e se adaptam ao design circundante. Múltiplas versões podem ser publicadas em diferentes sites e para diferentes públicos. Os desenvolvedores podem estender esses aplicativos com uma API RESTful, CSS personalizado e manipuladores de eventos JS. **Average Rating:** 4.3/5.0 **Total Reviews:** 111 #### How Do G2 Users Rate Knack? - **the product tem sido um bom parceiro comercial?:** 8.5/10 (Category avg: 9.4/10) - **Faturamento e Faturamento:** 7.5/10 (Category avg: 8.1/10) - **Controle de versão:** 0.8/10 (Category avg: 8.2/10) - **Feedback:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Knack? - **Vendedor:** [Knack](https://www.g2.com/pt/sellers/knack) - **Ano de Fundação:** 2010 - **Localização da Sede:** New York, NY - **Twitter:** @knackhq 1,923 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3188c90e33477765cfffca4e114e8f31c974b24d49198d3f2cac822bc76b2f6f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fknackhq&secure%5Burl_type%5D=linkedin_company_website) 89 funcionários no LinkedIn® #### Who Uses This Product? - **Top Industries:** Construção, Tecnologia da Informação e Serviços - **Company Size:** 57% Small, 31% Medium #### What Do G2 Reviewers Say About Knack? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários valorizam a **facilidade de uso** do Knack, considerando-o amigável para tarefas básicas e poderoso em funcionalidade. - Os usuários acham o Knack **muito intuitivo** , permitindo a construção rápida de aplicativos e configuração fácil, mesmo para iniciantes. - Os usuários valorizam a **resposta rápida do suporte ao cliente** em assisti-los efetivamente com sua experiência Knack. - Os usuários acham a plataforma da Knack **fácil de aprender** , auxiliados por um design intuitivo e suporte de integração útil. - Os usuários valorizam a **simplicidade** do Knack, achando-o fácil de configurar e perfeito para gerenciar tarefas complexas de forma eficiente. ##### Cons - Os usuários acham que os **recursos ausentes** no Knack, como opções de pesquisa e ferramentas de teste, limitam significativamente a eficiência do desenvolvimento de aplicativos. - Os usuários encontram **personalização limitada** no Knack, enfrentando desafios com a organização de páginas e filtragem em aplicativos grandes. - Os usuários enfrentam limitações significativas de **recursos** , como a ausência de remoção de duplicatas e gerenciamento de páginas deficiente em aplicativos Knack. - Os usuários acham que o Knack tem **recursos limitados** , como ferramentas inadequadas e opções de filtragem restritas no Builder. - Os usuários encontram **problemas de funcionalidade** com o Knack, como ferramentas de desenvolvedor limitadas e filtragem inadequada para gerenciamento de páginas. #### What Are Recent G2 Reviews of Knack? **["Knack simplifica fluxos de trabalho com desempenho confiável e ROI sólido"](https://www.g2.com/pt/survey_responses/knack-review-13076676)** **Rating:** 4.5/5.0 stars _— Vineet S._ [Read full review](https://www.g2.com/pt/survey_responses/knack-review-13076676) **["Usuário de Knack há dez anos"](https://www.g2.com/pt/survey_responses/knack-review-9968994)** **Rating:** 4.5/5.0 stars _— Usuário Verificado em Gestão de Organizações Sem Fins Lucrativos_ [Read full review](https://www.g2.com/pt/survey_responses/knack-review-9968994) #### What Are G2 Users Discussing About Knack? - [Is knack Hipaa compliant?](https://www.g2.com/pt/discussions/is-knack-hipaa-compliant) - [What is knack help?](https://www.g2.com/pt/discussions/what-is-knack-help) - [What is knack database?](https://www.g2.com/pt/discussions/what-is-knack-database) - [What is knack software?](https://www.g2.com/pt/discussions/what-is-knack-software) - ‹ Prev‹ Prev - 1 - [2](/categories/client-portal/free?open_modal_url=%2Fproducts%2Falong%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/client-portal/free?open_modal_url=%2Fproducts%2Falong%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/client-portal/free?open_modal_url=%2Fproducts%2Falong%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/client-portal/free?open_modal_url=%2Fproducts%2Falong%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=5#product-list) - [6](/categories/client-portal/free?open_modal_url=%2Fproducts%2Falong%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=6#product-list) - [Next ›Next ›](/categories/client-portal/free?open_modal_url=%2Fproducts%2Falong%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Mobile Device Management (MDM) Software](https://www.g2.com/categories/mobile-device-management-mdm) [Generative AI Infrastructure Software](https://www.g2.com/categories/generative-ai-infrastructure) [Password Managers Software](https://www.g2.com/categories/password-managers) [Talent Assessment Software](https://www.g2.com/categories/talent-assessment-software) [Operational Risk Management Software](https://www.g2.com/categories/operational-risk-management) Similar Categories - [Brand Asset Management](/categories/brand-asset-management) - [Cloud Content Collaboration](/categories/cloud-content-collaboration) - [CMS Tools](/categories/cms-tools) - [Commenting Systems](/categories/commenting-systems) - [Component Content Management Systems](/categories/component-content-management-systems) - [Content Moderation Tools](/categories/content-moderation-tools) - [Design Systems](/categories/design-systems) - [Desktop Search](/categories/desktop-search) - [Digital Asset Management](/categories/digital-asset-management) - [Digital Experience Orchestration (DXO) Platforms](/categories/digital-experience-orchestration-dxo-platforms) - [Digital Experience Platforms (DXP)](/categories/digital-experience-platforms-dxp) - [Digital Rights Management (DRM)](/categories/digital-rights-management-drm) - [Document Management](/categories/document-management) - [Enterprise Content Management (ECM)](/categories/enterprise-content-management-ecm) - [File Migration](/categories/file-migration) [Browse Client Portal Themes](/categories/client-portal/themes)