# Top Free Client Portal Software ## How Many Client Portal Software Products Does G2 Track? **Total Products under this Category:** 158 ### Category Stats (Jul 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: July 30, 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=576&focus%5B%5D=155020&focus%5B%5D=139051&focus%5B%5D=13825&focus%5B%5D=19397&focus%5B%5D=161058) Highlighted products: Aligned, trumpet, Zoho CRM, Softr, 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=zoho-crm&focus%5B%5D=softr&focus%5B%5D=assemblysoftware&focus%5B%5D=dropbox-docsend&focus%5B%5D=kontentino&focus%5B%5D=dock) **Sponsored** ### Signify Signify is a digital contracting platform that helps teams manage, automate, and track documents in one place. From sending and signing to organizing and archiving, it supports the full document workflow. Signify combines e-signatures, workflow automation, a team workspace, and a searchable archive. Set signing order and recipient roles, assign documents to folders with team-based permissions, and use structured templates to keep processes consistent across the company. You can see exactly what’s signed, pending, or in progress - and who’s involved. Permissions are clear, templates are shared with built-in rules, and folder access is controlled by team roles. Over 4.5 million documents have been sent through Signify, with 80% finalized in under 24 hours. Signify is built to support both the people who manage documents and those who sign them - making the entire process simple and efficient. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2232&secure%5Bchosen_at%5D=2026-07-31T07%3A50%3A02Z&secure%5Bdisplayable_resource_id%5D=152&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=152&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1450270&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%252Fflowlu%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fclient-portal%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=efd7f2fce7eba92cb235ba45b62875398a63ec0012da061c0f4ac1bf737d4af0&secure%5Burl%5D=https%3A%2F%2Fsignifyapp.com%2F&secure%5Burl_type%5D=custom_url) ### [trumpet](https://www.g2.com/products/trumpet/reviews) Trumpet is the Intelligent GTM Layer, an AI-powered workspace that connects your entire revenue journey. At its core are Digital Sales Rooms, the central hub where your content lives, collaboration happens, and intelligence flows back into your deals. In one connected workspace, revenue teams can centralise sales content, video recordings, mutual action plans, proposals, forms, and e-signatures, all powered by real-time buyer insights and AI recommendations. Move deals faster and create standout buyer experiences by keeping every seller, customer, and stakeholder aligned from first touch to renewal. Why teams choose trumpet? ↳ Smart Enablement Surface the content that wins deals — personalised to each stage, persona, and buyer. ↳ Unified Collaboration Bring buyers and sellers together in one interactive Digital Sales Room that keeps conversations, actions and materials aligned. ↳ Actionable Intelligence Turn engagement signals into deal health, intent, and AI-guided next steps. ↳ Scalable Consistency Templates and AI workflows standardise best practices across every team. ↳ Connected Stack Seamlessly integrate with your CRM and surrounding tools to create one flow from lead to renewal. Trusted by leading revenue teams including → Gong, Cognism, Personio, TestGorilla, HubSpot, Stripe and Miro “Trumpet creates a data-driven, personalised and engaging sales process leading to higher conversion rates and faster deal cycles.” — Lesley Ronaldson, VP EMEA, Gong “We’ve eliminated chaotic follow-ups and are collaborating with our buyers. It’s boosted win rates and given me visibility across all deals.” — Koen Stam, Head of Benelux, Personio “We now see exactly what a buyer is engaging with. It’s helped my team close faster and stay in control of deals — even asynchronously.” — Isa Sher, Sales Manager, Cognism Trumpet = [Enablement + Collaboration + Intelligence] powered by Digital Sales Rooms → Faster revenue, stronger relationships. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,331 #### How Do G2 Users Rate trumpet? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 7.4/10 (Category avg: 8.1/10) - **Versioning:** 8.3/10 (Category avg: 8.2/10) - **Feedback:** 8.9/10 (Category avg: 8.5/10) #### Who Is the Company Behind trumpet? - **Seller:** [trumpet](https://www.g2.com/sellers/trumpet) - **Company Website:** www.sendtrumpet.com - **Year Founded:** 2021 - **HQ Location:** London, GB - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Senior Account Executive - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Medium, 30% Small #### What Do G2 Reviewers Say About trumpet? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Trumpet, enhancing workflow and simplifying collaboration for both teams and prospects. - Users commend the **helpful customer support** at Trumpet, enhancing their experience and ensuring smooth operations. - Users commend Trumpet for its **time-saving setup and support** , ensuring a quick and efficient onboarding experience. - Users value the **centralization** of Trumpet, enhancing workflow by keeping all necessary information in one accessible place. - Users value the **engagement tracking** feature in Trumpet, enhancing insights and improving client conversations effectively. ##### Cons - Users note a **steep learning curve** initially, but support helps ease the transition to advanced features. - Users find the **limited features** of Trumpet can lead to confusion and a lack of customization options. - Users find the **mobile experience lacking** , with essential features missing or difficult to access on the go. - Users experience **layout issues** with Trumpet, finding the interface clunky and sometimes distracting during use. - Users note a **steep learning curve** in mastering Trumpet's features, requiring time and adjustment for optimal use. #### What Are Recent G2 Reviews of trumpet? **["Slick, Easy-to-Use Platform with Powerful Insights and Metrics"](https://www.g2.com/survey_responses/trumpet-review-13123968)** **Rating:** 4.5/5.0 stars _— Sai S._ [Read full review](https://www.g2.com/survey_responses/trumpet-review-13123968) **["Fantastic Tool for Streamlining Sales Outreach"](https://www.g2.com/survey_responses/trumpet-review-10477440)** **Rating:** 5.0/5.0 stars _— Cameron H._ [Read full review](https://www.g2.com/survey_responses/trumpet-review-10477440) ### [Aligned](https://www.g2.com/products/teamaligned/reviews) Aligned is the buyer-facing AI Deal Workspace where revenue teams run deals in one shared link. Aligned brings structure to the messy space between your CRM and your buyer, where most deals actually win or stall: stakeholder complexity, unclear next steps, champions selling internally, and decisions happening asynchronously across emails, decks, threads, and scattered tools. CRMs record what happened. Aligned is the system of action that helps teams execute what needs to happen next, together with the buyer. Used by Account Executives, Sales Leaders, Enablement, RevOps, and Customer Success teams, Aligned combines a Digital Sales Room and Client Portal into a single workspace that supports the full revenue lifecycle, from pipeline creation to onboarding and expansion. Teams consolidate all buyer and customer materials, plans, and communications in one place, with visibility and control over the deal narrative. With the AI Deal Workspace, Aligned goes beyond organizing content. AI works inside the workflow with full deal context to keep execution moving forward: \* Auto-builds deal resources after every call, including an executive summary, requested content, and action items, with no prompts or setup \* Reads signals across calls, email, CRM, and workspace engagement to flag risk, surface what changed, and recommend the next best move \* Maps stakeholders automatically to uncover hidden influencers, track buying signals, and guide multithreading \* Generates and maintains key deal assets like business cases, mutual action plans, recap pages, and follow-up emails for review and send \* Gives buyers AI inside the workspace to summarize content, answer security and compliance questions, and progress decisions asynchronously, all in one link with no login under the seller’s control By replacing traditional workflows like email threads, spreadsheets, attachments, and disconnected links, Aligned reduces buyer friction, improves alignment across the buying committee, equips champions, and creates more predictable execution for complex B2B deals. Key capabilities include: \* Digital Sales Rooms for proposals, decks, demo recordings, stakeholder content, and mutual action plans \* Buyer engagement signals across stakeholders to guide follow-up and prioritize execution \* Shared onboarding and customer workspaces to streamline implementation and reduce time-to-value \* Client Portal-style collaboration for ongoing customer management, expansions, and renewals Aligned is used by 50,000+ sales and customer success teams, with 1M+ buyers collaborating in workspaces every month, and is recognized by G2 as a category leader. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,291 #### How Do G2 Users Rate Aligned? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 7.2/10 (Category avg: 8.1/10) - **Versioning:** 8.3/10 (Category avg: 8.2/10) - **Feedback:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Aligned? - **Seller:** [Aligned](https://www.g2.com/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995) - **Company Website:** alignedup.com - **Year Founded:** 2021 - **HQ Location:** Tel Aviv - **Twitter:** @Aligned\_up 5 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 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:** 49% Medium, 43% Small #### What Do G2 Reviewers Say About Aligned? _AI-generated summary from verified user reviews_ ##### Pros - Users find Aligned's **ease of use** exceptional, enabling quick setup for effective project and presentation collaboration. - Users enjoy the **centralized digital space** of Aligned, enhancing collaboration and clarity in the client journey. - Users value the **sophisticated team collaboration** of Aligned, enjoying organized spaces for effective communication and information sharing. - Users rave about Aligned's **efficiency** , making document management and tracking seamless during critical sales processes. - Users benefit from **streamlined organization** in Aligned, enhancing collaboration and accessibility for better sales outcomes. ##### Cons - Users feel there is **limited customization** , affecting the personalization and functionality of Aligned's features and reports. - Users find the **learning curve steep** , needing time to navigate and understand Aligned's features effectively. - Users find the **missing features** in Aligned, such as limited report exports and customization options, frustrating. - Users find **integration issues** with their CRM, resulting in bugs and difficulty accessing specific rooms efficiently. - Users find Aligned frustrating due to its **limited features** , leading to a lack of customization and integration issues. #### What Are Recent G2 Reviews of Aligned? **["Highly engaged customer team paired with a best in class product"](https://www.g2.com/survey_responses/aligned-review-11764963)** **Rating:** 5.0/5.0 stars _— Gareth S._ [Read full review](https://www.g2.com/survey_responses/aligned-review-11764963) **["Aligned Makes Onboarding Collaboration Smooth, Organized, and Intuitive"](https://www.g2.com/survey_responses/aligned-review-13179528)** **Rating:** 4.5/5.0 stars _— Paola M._ [Read full review](https://www.g2.com/survey_responses/aligned-review-13179528) ### [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,838 #### How Do G2 Users Rate Zoho CRM? - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 8.8/10 (Category avg: 8.1/10) - **Versioning:** 8.6/10 (Category avg: 8.2/10) - **Feedback:** 8.6/10 (Category avg: 8.5/10) #### Who Is the Company Behind Zoho CRM? - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho 137,880 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® - **Phone:** +1 (888) 900-9646 #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small, 33% Medium #### What Do G2 Reviewers Say About Zoho CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. ##### Cons - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)** **Rating:** 5.0/5.0 stars _— Rohit B._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) **["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)** **Rating:** 4.5/5.0 stars _— Muhammed A._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763) #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### [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? **["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) **["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) #### What Are G2 Users Discussing About Softr? - [What is Softr used for?](https://www.g2.com/discussions/what-is-softr-used-for) ### [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) - **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® - **Ownership:** NASDAQ: DBX #### 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? **["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) **["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) #### 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? **["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) **["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) #### 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? **["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) **["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) #### 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:** 84% Small, 15% 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 - [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/products/clinked/reviews) Clinked is a secure, cloud-based client portal and virtual data room that gives teams, clients, and external stakeholders one place to work together without relying on endless email chains, scattered file-sharing links, or disconnected tools. Instead of hunting through inboxes for the latest document, approval, or update, everyone works from the same branded workspace with access to the information relevant to them. Used by organisations across professional services, legal, finance, healthcare, government organisations and other high-trust industries, Clinked helps businesses manage sensitive documents, client communication, projects, and approvals in a secure environment. Whether you're onboarding clients, managing ongoing projects, coordinating due diligence, or sharing confidential information, Clinked brings files, conversations, tasks, and updates together in a single location. Organisations can choose from a range of solutions, including a branded client portal, a fully customised portal experience, or a virtual data room designed for confidential transactions and document-heavy projects. This flexibility allows teams to create an experience that matches both their workflow and their clients' expectations. One of Clinked's defining features is its extensive white-label capability. Businesses can customise portals with their own logos, colours, domains, email templates, and branding elements, creating an experience that feels like a natural extension of their company. Clients interact with your brand, not a third-party platform. Branded mobile apps for iOS and Android further extend that experience beyond the desktop. Clinked is built around reducing the friction that often comes with client work. Instead of sharing files through email, discussing them in separate chat tools, and tracking progress elsewhere, teams can manage documents, conversations, tasks, approvals, events, and project activity in one place. Activity feeds and dashboards provide visibility into what has changed, while task management tools help teams assign responsibilities, track progress, and keep projects moving forward. Document management is a core strength of the platform. Teams can organize files with granular permission controls, version tracking, audit trails, approvals, and secure sharing. Users can quickly find information through intelligent search tools and structured workspaces, while document previews, annotations, and comments make collaboration easier without requiring downloads or lengthy email exchanges. Security remains central to everything Clinked offers. The platform is ISO 27001 certified and protects data through bank-grade encryption, detailed permission controls, two-factor authentication, audit logs, and secure infrastructure. These safeguards make it well suited for organizations handling confidential information, regulated data, or client records where visibility and accountability matter. Clinked also connects with widely used business tools including Zapier, Google Workspace, Microsoft 365, DocuSign, Jotform, and many other third-party applications. Through integrations, APIs, and automation capabilities, organizations can connect Clinked to existing workflows while keeping client-facing collaboration in a secure, branded environment. For organizations looking to reduce email dependency, improve visibility across projects, and provide a more professional experience for clients, Clinked offers a practical alternative to juggling multiple systems. It combines secure document management, communication, project coordination, and branding flexibility in a single platform designed around how modern client work actually happens. **Average Rating:** 4.8/5.0 **Total Reviews:** 143 #### How Do G2 Users Rate Clinked? - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 9.1/10 (Category avg: 8.1/10) - **Versioning:** 9.1/10 (Category avg: 8.2/10) - **Feedback:** 9.4/10 (Category avg: 8.5/10) #### Who Is the Company Behind Clinked? - **Seller:** [Clinked](https://www.g2.com/sellers/clinked) - **Company Website:** clinked.com - **Year Founded:** 2008 - **HQ Location:** Cambridge, UK - **Twitter:** @clinked 1,295 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 66% Small, 25% Medium #### What Do G2 Reviewers Say About Clinked? _AI-generated summary from verified user reviews_ ##### Pros - Users find Clinked's **ease of use** beneficial for quickly sharing documents with clients. - Users value the **easy collaboration** features of Clinked, enhancing organization and streamlining communication across projects. - Users value the **seamless team collaboration** in Clinked, enhancing communication and project management efficiency. - Users find **sharing ease** with Clinked beneficial, streamlining collaboration and reducing email overload for project updates. - Users value the **seamless file sharing** experience of Clinked, appreciating its ease of use and professional appearance. ##### Cons - Users desire **more control over customization** , including layout options and finer notification settings for a better experience. - Users express a need for **more customization options** in integrations and file organization to improve usability. - Users find the **learning curve challenging** , causing initial frustration before gaining comfort with the Clinked platform. - Users feel the **missing chat features** hinder effective communication, particularly due to the lack of a search function. - Users experience occasional **slow performance** when uploading large files, impacting the overall efficiency of Clinked. #### What Are Recent G2 Reviews of Clinked? **["Easy to Use with Smooth External Feature Integration"](https://www.g2.com/survey_responses/clinked-review-12988424)** **Rating:** 5.0/5.0 stars _— Verified User in Consulting_ [Read full review](https://www.g2.com/survey_responses/clinked-review-12988424) **["Reliable platform for client collaboration and secure document sharing"](https://www.g2.com/survey_responses/clinked-review-12299037)** **Rating:** 4.0/5.0 stars _— Christian K._ [Read full review](https://www.g2.com/survey_responses/clinked-review-12299037) #### What Are G2 Users Discussing About Clinked? - [What does Clinked do?](https://www.g2.com/discussions/what-does-clinked-do) - [What should be included in a client portal?](https://www.g2.com/discussions/what-should-be-included-in-a-client-portal) - [What does a client portal do?](https://www.g2.com/discussions/what-does-a-client-portal-do) - 2 comments, 1 upvote - [What is Clinked com?](https://www.g2.com/discussions/what-is-clinked-com) - 2 comments ### [Knack](https://www.g2.com/products/knack/reviews) Knack is an AI-powered no-code platform for building custom, database-driven applications, internal tools, and portals. Businesses use Knack to create systems that manage data, automate workflows, and support day-to-day operations, all in one place. The platform combines a built-in relational database, AI app builder, customizable forms, and workflow automation. Users can define their data model, create user roles, and control access with granular permissions. Applications can be deployed as internal tools or external portals, and embedded into existing websites. Knack supports a wide range of use cases, including customer and vendor portals, custom CRMs, project and task management systems, inventory tracking, logistics and supply chain tools, membership and volunteer management, and government operations. Teams can start from scratch, from a template, or use AI to build fully custom applications tailored to their processes. Knack's healthcare-specific offering, Knack Health, allows organizations to build secure, HIPAA-compliant applications for patient intake, scheduling, care coordination, and operational workflows. The platform supports role-based permissions, record history logs, and secure data handling for protected health information (PHI), with a signed business associate agreement (BAA) available for covered entities. For more advanced use cases, developers can extend applications using a REST API, custom CSS, and JavaScript. Knack also supports integrations with 500+ third-party tools to fit into existing workflows. Knack is designed for flexibility and scale, making it a fit for SMBs, nonprofits, and enterprise teams that need systems tailored to how their business actually operates. **Average Rating:** 4.3/5.0 **Total Reviews:** 111 #### How Do G2 Users Rate Knack? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 7.5/10 (Category avg: 8.1/10) - **Versioning:** 0.8/10 (Category avg: 8.2/10) - **Feedback:** 8.3/10 (Category avg: 8.5/10) #### Who Is the Company Behind Knack? - **Seller:** [Knack](https://www.g2.com/sellers/knack) - **Year Founded:** 2010 - **HQ Location:** New York, NY - **Twitter:** @knackhq 1,923 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Construction, Information Technology and Services - **Company Size:** 57% Small, 31% Medium #### What Do G2 Reviewers Say About Knack? _AI-generated summary from verified user reviews_ ##### Pros - Users value Knack's **ease of use** , finding it user-friendly for basic tasks and powerful in functionality. - Users find Knack to be **very intuitive** , allowing for quick app building and easy configuration even for beginners. - Users value the **quick response of customer support** in assisting them effectively with their Knack experience. - Users find Knack's platform **easy to learn** , aided by intuitive design and helpful onboarding support. - Users value Knack's **simplicity** , finding it easy to configure and perfect for managing complex tasks efficiently. ##### Cons - Users find the **missing features** in Knack, like search options and testing tools, significantly limit app development efficiency. - Users find **limited customization** in Knack, facing challenges with page organization and filtering in large apps. - Users face significant **feature limitations** , like absence of duplicate removal and poor page management in Knack applications. - Users find Knack has **limited features** such as inadequate tools and restricted filtering options in Builder. - Users encounter **feature issues** with Knack, such as limited developer tools and inadequate filtering for page management. #### What Are Recent G2 Reviews of Knack? **["Ten Year Knack user"](https://www.g2.com/survey_responses/knack-review-9968994)** **Rating:** 4.5/5.0 stars _— Verified User in Non-Profit Organization Management_ [Read full review](https://www.g2.com/survey_responses/knack-review-9968994) **["Knack Streamlines Workflows with Reliable Performance and Solid ROI"](https://www.g2.com/survey_responses/knack-review-13076676)** **Rating:** 4.5/5.0 stars _— Vineet S._ [Read full review](https://www.g2.com/survey_responses/knack-review-13076676) #### What Are G2 Users Discussing About Knack? - [Is knack Hipaa compliant?](https://www.g2.com/discussions/is-knack-hipaa-compliant) - [What is knack help?](https://www.g2.com/discussions/what-is-knack-help) - [What is knack database?](https://www.g2.com/discussions/what-is-knack-database) - [What is knack software?](https://www.g2.com/discussions/what-is-knack-software) - ‹ Prev‹ Prev - 1 - [2](/categories/client-portal/free?open_modal_url=%2Fproducts%2Fflowlu%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%2Fflowlu%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%2Fflowlu%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%2Fflowlu%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%2Fflowlu%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%2Fflowlu%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fclient-portal%252Ffree%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) [Spend Management Software](https://www.g2.com/categories/spend-management) [Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms) [Video Editing Software](https://www.g2.com/categories/video-editing) [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) 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)