# Best 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 31, 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** ### Moxo 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2232&secure%5Bchosen_at%5D=2026-07-31T18%3A04%3A03Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=16700&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%3Fopen_modal_url%3D%252Fproducts%252Fliscio%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fclient-portal%2526source%253Dcategory&secure%5Btoken%5D=d109f7da97db28d70cb87bb60ef83d5271501287a3d74ef57e52eaaa3653c979&secure%5Burl%5D=https%3A%2F%2Fwww.moxo.com%2Fproduct%2Foverview&secure%5Burl_type%5D=paid_promos) ### [trumpet](https://www.g2.com/fr/products/trumpet/reviews) Trumpet est la couche GTM intelligente, un espace de travail alimenté par l'IA qui connecte l'ensemble de votre parcours de revenus. Au cœur se trouvent les salles de vente numériques, le hub central où votre contenu vit, la collaboration se produit, et l'intelligence revient dans vos affaires. Dans un espace de travail connecté, les équipes de revenus peuvent centraliser le contenu de vente, les enregistrements vidéo, les plans d'action mutuels, les propositions, les formulaires et les signatures électroniques, le tout alimenté par des informations en temps réel sur les acheteurs et des recommandations d'IA. Accélérez les affaires et créez des expériences d'achat exceptionnelles en gardant chaque vendeur, client et partie prenante alignés du premier contact au renouvellement. Pourquoi les équipes choisissent-elles Trumpet ? ↳ Activation Intelligente Mettez en avant le contenu qui remporte des affaires — personnalisé pour chaque étape, persona et acheteur. ↳ Collaboration Unifiée Rassemblez acheteurs et vendeurs dans une salle de vente numérique interactive qui maintient les conversations, actions et matériaux alignés. ↳ Intelligence Exploitable Transformez les signaux d'engagement en santé des affaires, intention, et prochaines étapes guidées par l'IA. ↳ Cohérence Évolutive Les modèles et les flux de travail d'IA standardisent les meilleures pratiques dans chaque équipe. ↳ Écosystème Connecté Intégrez sans effort avec votre CRM et les outils environnants pour créer un flux unique du prospect au renouvellement. Fiable par les principales équipes de revenus, y compris → Gong, Cognism, Personio, TestGorilla, HubSpot, Stripe et Miro "Trumpet crée un processus de vente personnalisé, basé sur les données et engageant, menant à des taux de conversion plus élevés et des cycles d'affaires plus rapides." — Lesley Ronaldson, VP EMEA, Gong "Nous avons éliminé les suivis chaotiques et collaborons avec nos acheteurs. Cela a boosté les taux de réussite et m'a donné une visibilité sur toutes les affaires." — Koen Stam, Responsable Benelux, Personio "Nous voyons maintenant exactement avec quoi un acheteur s'engage. Cela a aidé mon équipe à conclure plus rapidement et à garder le contrôle des affaires — même de manière asynchrone." — Isa Sher, Responsable des ventes, Cognism Trumpet = [Activation + Collaboration + Intelligence] alimenté par les salles de vente numériques → Revenus plus rapides, relations plus fortes. **Average Rating:** 4.7/5.0 **Total Reviews:** 1,332 #### How Do G2 Users Rate trumpet? - **the product a-t-il été un bon partenaire commercial?:** 9.5/10 (Category avg: 9.4/10) - **Facturation:** 7.4/10 (Category avg: 8.1/10) - **Gestion des versions:** 8.3/10 (Category avg: 8.2/10) - **Vos commentaires:** 8.9/10 (Category avg: 8.5/10) #### Who Is the Company Behind trumpet? - **Vendeur:** [trumpet](https://www.g2.com/fr/sellers/trumpet) - **Site Web de l'entreprise:** www.sendtrumpet.com - **Année de fondation:** 2021 - **Emplacement du siège social:** London, GB - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Responsable de compte, Cadre supérieur de compte - **Top Industries:** Logiciels informatiques, Technologie de l'information et services - **Company Size:** 47% Medium, 30% Small #### What Do G2 Reviewers Say About trumpet? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient la **facilité d'utilisation** de Trumpet, améliorant le flux de travail et simplifiant la collaboration pour les équipes et les prospects. - Les utilisateurs louent le **service client utile** chez Trumpet, améliorant leur expérience et assurant des opérations fluides. - Les utilisateurs louent Trumpet pour sa **configuration et son support qui font gagner du temps** , assurant une expérience d'intégration rapide et efficace. - Les utilisateurs apprécient la **centralisation** de Trumpet, améliorant le flux de travail en gardant toutes les informations nécessaires en un seul endroit accessible. - Les utilisateurs apprécient la fonctionnalité de **suivi de l'engagement** dans Trumpet, ce qui améliore les perspectives et améliore efficacement les conversations avec les clients. ##### Cons - Les utilisateurs notent une **courbe d'apprentissage abrupte** au début, mais le support aide à faciliter la transition vers les fonctionnalités avancées. - Les utilisateurs trouvent que les **fonctionnalités limitées** de Trumpet peuvent entraîner de la confusion et un manque d'options de personnalisation. - Les utilisateurs trouvent que **l'expérience mobile est insuffisante** , avec des fonctionnalités essentielles manquantes ou difficiles d'accès en déplacement. - Les utilisateurs rencontrent des **problèmes de mise en page** avec Trumpet, trouvant l'interface maladroite et parfois distrayante pendant l'utilisation. - Les utilisateurs notent une **courbe d'apprentissage abrupte** pour maîtriser les fonctionnalités de Trumpet, nécessitant du temps et un ajustement pour une utilisation optimale. #### What Are Recent G2 Reviews of trumpet? **["Outil fantastique pour rationaliser la prospection commerciale"](https://www.g2.com/fr/survey_responses/trumpet-review-10477440)** **Rating:** 5.0/5.0 stars _— Cameron H._ [Read full review](https://www.g2.com/fr/survey_responses/trumpet-review-10477440) **["Plateforme élégante et facile à utiliser avec des informations et des métriques puissantes"](https://www.g2.com/fr/survey_responses/trumpet-review-13123968)** **Rating:** 4.5/5.0 stars _— Sai S._ [Read full review](https://www.g2.com/fr/survey_responses/trumpet-review-13123968) ### [Aligned](https://www.g2.com/fr/products/teamaligned/reviews) Aligned est l'espace de travail AI orienté vers l'acheteur où les équipes de revenus gèrent les affaires dans un lien partagé. Aligned apporte de la structure à l'espace désordonné entre votre CRM et votre acheteur, où la plupart des affaires se gagnent ou stagnent : complexité des parties prenantes, prochaines étapes peu claires, champions vendant en interne, et décisions se prenant de manière asynchrone à travers des emails, des présentations, des fils de discussion et des outils éparpillés. Les CRM enregistrent ce qui s'est passé. Aligned est le système d'action qui aide les équipes à exécuter ce qui doit se passer ensuite, ensemble avec l'acheteur. Utilisé par les responsables de comptes, les leaders des ventes, l'Enablement, le RevOps et les équipes de succès client, Aligned combine une salle de vente numérique et un portail client en un seul espace de travail qui soutient l'ensemble du cycle de revenus, de la création de pipeline à l'intégration et l'expansion. Les équipes consolident tous les matériaux, plans et communications des acheteurs et clients en un seul endroit, avec visibilité et contrôle sur le récit de l'affaire. Avec l'espace de travail AI Deal, Aligned va au-delà de l'organisation de contenu. L'IA fonctionne à l'intérieur du flux de travail avec le contexte complet de l'affaire pour maintenir l'exécution en mouvement : \* Construit automatiquement les ressources de l'affaire après chaque appel, y compris un résumé exécutif, le contenu demandé et les éléments d'action, sans invites ni configuration \* Lit les signaux à travers les appels, les emails, le CRM et l'engagement de l'espace de travail pour signaler les risques, mettre en évidence ce qui a changé et recommander la prochaine meilleure action \* Cartographie automatiquement les parties prenantes pour découvrir les influenceurs cachés, suivre les signaux d'achat et guider le multithreading \* Génère et maintient les principaux actifs de l'affaire comme les business cases, les plans d'action mutuels, les pages de récapitulation et les emails de suivi pour révision et envoi \* Donne aux acheteurs l'IA à l'intérieur de l'espace de travail pour résumer le contenu, répondre aux questions de sécurité et de conformité, et faire progresser les décisions de manière asynchrone, le tout dans un seul lien sans connexion sous le contrôle du vendeur En remplaçant les flux de travail traditionnels comme les fils d'email, les feuilles de calcul, les pièces jointes et les liens déconnectés, Aligned réduit la friction pour l'acheteur, améliore l'alignement au sein du comité d'achat, équipe les champions et crée une exécution plus prévisible pour les affaires B2B complexes. Les capacités clés incluent : \* Salles de vente numériques pour les propositions, présentations, enregistrements de démonstration, contenu des parties prenantes et plans d'action mutuels \* Signaux d'engagement des acheteurs à travers les parties prenantes pour guider le suivi et prioriser l'exécution \* Espaces de travail partagés pour l'intégration et la gestion des clients afin de rationaliser la mise en œuvre et réduire le temps à la valeur \* Collaboration de type portail client pour la gestion continue des clients, les expansions et les renouvellements Aligned est utilisé par plus de 50 000 équipes de vente et de succès client, avec plus de 1 million d'acheteurs collaborant dans des espaces de travail chaque mois, et est reconnu par G2 comme un leader de catégorie. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,296 #### How Do G2 Users Rate Aligned? - **the product a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.4/10) - **Facturation:** 7.2/10 (Category avg: 8.1/10) - **Gestion des versions:** 8.3/10 (Category avg: 8.2/10) - **Vos commentaires:** 8.7/10 (Category avg: 8.5/10) #### Who Is the Company Behind Aligned? - **Vendeur:** [Aligned](https://www.g2.com/fr/sellers/aligned-a2fce055-0d38-4926-9b33-4576c5960995) - **Site Web de l'entreprise:** alignedup.com - **Année de fondation:** 2021 - **Emplacement du siège social:** Tel Aviv - **Twitter:** @Aligned\_up 5 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® #### Who Uses This Product? - **Who Uses This:** Responsable de compte, Cadre Commercial Grands Comptes - **Top Industries:** Logiciels informatiques, Technologie de l'information et services - **Company Size:** 49% Medium, 43% Small #### What Do G2 Reviewers Say About Aligned? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs trouvent l' **aisance d'utilisation** d'Aligned exceptionnelle, permettant une configuration rapide pour une collaboration efficace sur les projets et les présentations. - Les utilisateurs apprécient l' **espace numérique centralisé** d'Aligned, améliorant la collaboration et la clarté dans le parcours client. - Les utilisateurs apprécient la **collaboration d'équipe sophistiquée** d'Aligned, profitant d'espaces organisés pour une communication efficace et un partage d'informations. - Les utilisateurs s'extasient sur l' **efficacité** d'Aligned, rendant la gestion et le suivi des documents fluides pendant les processus de vente critiques. - Les utilisateurs bénéficient d'une **organisation rationalisée** dans Aligned, améliorant la collaboration et l'accessibilité pour de meilleurs résultats de vente. ##### Cons - Les utilisateurs estiment qu'il y a **peu de possibilités de personnalisation** , ce qui affecte la personnalisation et la fonctionnalité des fonctionnalités et des rapports d'Aligned. - Les utilisateurs trouvent que la **, nécessitant du temps pour naviguer et comprendre efficacement les fonctionnalités d'Aligned.** - Les utilisateurs trouvent les **fonctionnalités manquantes** dans Aligned, telles que les exportations de rapports limitées et les options de personnalisation, frustrantes. - Les utilisateurs rencontrent des **problèmes d'intégration** avec leur CRM, entraînant des bugs et des difficultés à accéder efficacement à des salles spécifiques. - Les utilisateurs trouvent Aligned frustrant en raison de ses **fonctionnalités limitées** , ce qui entraîne un manque de personnalisation et des problèmes d'intégration. #### What Are Recent G2 Reviews of Aligned? **["Aligned rend l'intégration collaborative fluide, organisée et intuitive."](https://www.g2.com/fr/survey_responses/aligned-review-13179528)** **Rating:** 4.5/5.0 stars _— Paola M._ [Read full review](https://www.g2.com/fr/survey_responses/aligned-review-13179528) **["Équipe client très engagée associée à un produit de premier ordre"](https://www.g2.com/fr/survey_responses/aligned-review-11764963)** **Rating:** 5.0/5.0 stars _— Gareth S._ [Read full review](https://www.g2.com/fr/survey_responses/aligned-review-11764963) ### [Zoho CRM](https://www.g2.com/fr/products/zoho-crm/reviews) Zoho CRM est un outil de gestion de la relation client basé sur le cloud à 360° qui répond aux besoins des entreprises de taille moyenne à grande échelle. Les fonctionnalités clés incluent la gestion des contacts, les entonnoirs de vente, la gestion des pipelines, l'automatisation des flux de travail, l'assistant conversationnel alimenté par l'IA, la gestion des tâches, la gestion des campagnes marketing, la prévision des ventes, le support et service client, la gestion des stocks, le reporting et l'analyse, et l'intégration transparente avec plus de 500 applications commerciales populaires dans un système commercial unique. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,838 #### How Do G2 Users Rate Zoho CRM? - **the product a-t-il été un bon partenaire commercial?:** 8.0/10 (Category avg: 9.4/10) - **Facturation:** 8.8/10 (Category avg: 8.1/10) - **Gestion des versions:** 8.6/10 (Category avg: 8.2/10) - **Vos commentaires:** 8.6/10 (Category avg: 8.5/10) #### Who Is the Company Behind Zoho CRM? - **Vendeur:** [Zoho](https://www.g2.com/fr/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Année de fondation:** 1996 - **Emplacement du siège social:** Austin, TX - **Twitter:** @Zoho 137,880 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn® - **Téléphone:** +1 (888) 900-9646 #### Who Uses This Product? - **Who Uses This:** Propriétaire, PDG - **Top Industries:** Technologie de l'information et services, Logiciels informatiques - **Company Size:** 62% Small, 33% Medium #### What Do G2 Reviewers Say About Zoho CRM? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs adorent la **facilité d'utilisation** de Zoho CRM, rendant la navigation et la mise en œuvre fluides et intuitives. - Les utilisateurs apprécient les **fonctionnalités robustes** et le **support de premier ordre** de Zoho CRM, améliorant leur expérience de gestion de la clientèle. - Les utilisateurs apprécient les **intégrations transparentes** de Zoho CRM, améliorant leur flux de travail et connectant divers outils commerciaux sans effort. - Les utilisateurs apprécient la **gestion efficace des leads** de Zoho CRM, améliorant les flux de travail et s'intégrant parfaitement avec plusieurs applications. - Les utilisateurs adorent la **facilité d'intégration** avec Zoho CRM, créant un flux de travail fluide avec d'autres outils commerciaux. ##### Cons - Les utilisateurs trouvent la **, surtout avec les fonctionnalités avancées qui nécessitent du temps pour être maîtrisées.** - Les utilisateurs ont du mal avec les **fonctionnalités limitées** de Zoho CRM, notamment en ce qui concerne l'intégration et l'automatisation avec d'autres systèmes. - Les utilisateurs rencontrent des **problèmes d'intégration** importants avec Zoho CRM, entraînant des retards et des complications pour atteindre la fonctionnalité souhaitée. - Les utilisateurs trouvent la **complexité** de Zoho CRM difficile, surtout pour les nouveaux utilisateurs qui ne sont pas familiers avec les systèmes CRM. - Les utilisateurs sont souvent confrontés à un **mauvais service client** , trouvant difficile de recevoir une assistance adéquate pour leurs demandes. #### What Are Recent G2 Reviews of Zoho CRM? **["Une solution CRM clé en main et économique"](https://www.g2.com/fr/survey_responses/zoho-crm-review-13048297)** **Rating:** 5.0/5.0 stars _— Rohit B._ [Read full review](https://www.g2.com/fr/survey_responses/zoho-crm-review-13048297) **["Zoho CRM centralise les données, automatise les flux de travail et fournit des informations puissantes."](https://www.g2.com/fr/survey_responses/zoho-crm-review-13163763)** **Rating:** 4.5/5.0 stars _— Muhammed A._ [Read full review](https://www.g2.com/fr/survey_responses/zoho-crm-review-13163763) #### What Are G2 Users Discussing About Zoho CRM? - [Quelles sont les principales forces de Zoho CRM dans la gestion des relations clients par rapport aux autres plateformes CRM ?](https://www.g2.com/fr/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [Quelles sont les principales forces de Zoho CRM dans la gestion des relations clients par rapport aux autres plateformes CRM ?](https://www.g2.com/fr/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [À quoi sert Zoho CRM ?](https://www.g2.com/fr/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Zoho CRM est-il vraiment gratuit ?](https://www.g2.com/fr/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [Quelles sont les fonctionnalités des logiciels CRM ?](https://www.g2.com/fr/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? **["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) ### [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? **["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? **["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) **["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) ### [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) ### [Planhat](https://www.g2.com/products/planhat/reviews) Planhat is an agentic customer platform, built to give humans and AI agents the full context they need to drive exceptional customer outcomes. Commercial teams at B2B enterprises use Planhat to automate workflows across the entire customer lifecycle, from onboarding and expansion to renewals and scaled customer success, turning better outcomes into revenue growth and enduring profitability. The platform spans three solutions; a category-leading Customer Success Platform (CSP), a comprehensive CRM system, and most recently, an AI-native Professional Services Automation (PSA) offering. The PSA brings resource management, project delivery, and services revenue into the same unified data model that has powered Planhat's category leading CSP for over a decade, helping teams drive adoption, reduce churn, and identify expansion opportunities through Customer 360 profiles, health scoring, and customer analytics. Core capabilities include AI workflows, conversational AI, and customer portals, all based on high-fidelity time-series data. Planhat serves organizations across software, IT and telecoms, healthcare & life sciences, financial services, and security. **Average Rating:** 4.5/5.0 **Total Reviews:** 941 #### How Do G2 Users Rate Planhat? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 6.5/10 (Category avg: 8.1/10) - **Versioning:** 6.8/10 (Category avg: 8.2/10) - **Feedback:** 7.1/10 (Category avg: 8.5/10) #### Who Is the Company Behind Planhat? - **Seller:** [Planhat](https://www.g2.com/sellers/planhat) - **Company Website:** www.planhat.com - **Year Founded:** 2015 - **HQ Location:** Stockholm, Stockholm County - **Twitter:** @planhat 1,045 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0532de0a57ab5ad26032eca9b36751853eefa678afdf93aa4efe6efaf1c6d5b3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10168756%2F&secure%5Burl_type%5D=linkedin_company_website) 232 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Customer Success Manager, Head of Customer Success - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 59% Medium, 32% Small #### What Do G2 Reviewers Say About Planhat? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Planhat, benefiting from intuitive workflows and automated processes for efficiency. - Users rave about Planhat's **excellent customer support** , highlighting quick responses and deep technical knowledge for their success. - Users love Planhat's **flexible customization** , enabling tailored workflows and powerful reporting for diverse business needs. - Users love the **automation capabilities** of Planhat, as it significantly saves time and enhances team productivity. - Users value the **efficiency** of Planhat for automating workflows and enhancing visibility into customer health. ##### Cons - Users find the **learning curve challenging** due to complex setup and sometimes misleading documentation during implementation. - Users find Planhat's interface to have a **complexity** , requiring support to navigate its numerous features effectively. - Users face **integration issues** with customer data and analytics, complicating their experience and implementation efforts. - Users find the **steep learning curve** challenging, requiring effort to navigate features and functionalities initially. - Users find the **reporting functionality limited** , wishing for enhanced features like summing fields and better UI navigation. #### What Are Recent G2 Reviews of Planhat? **["A Strategic Platform for Scaling Customer Success"](https://www.g2.com/survey_responses/planhat-review-11771625)** **Rating:** 5.0/5.0 stars _— Ty R._ [Read full review](https://www.g2.com/survey_responses/planhat-review-11771625) **["Intuitive UI, Powerful Integrations, and a Supportive Planhat Team"](https://www.g2.com/survey_responses/planhat-review-13119419)** **Rating:** 4.5/5.0 stars _— Carly P._ [Read full review](https://www.g2.com/survey_responses/planhat-review-13119419) #### What Are G2 Users Discussing About Planhat? - [What is Planhat used for?](https://www.g2.com/discussions/what-is-planhat-used-for) ### [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 ### [TaxDome](https://www.g2.com/products/taxdome/reviews) Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team. **Average Rating:** 4.7/5.0 **Total Reviews:** 699 #### How Do G2 Users Rate TaxDome? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.4/10) - **Billing and Invoicing:** 8.4/10 (Category avg: 8.1/10) - **Versioning:** 7.6/10 (Category avg: 8.2/10) - **Feedback:** 8.2/10 (Category avg: 8.5/10) #### Who Is the Company Behind TaxDome? - **Seller:** [TaxDome](https://www.g2.com/sellers/taxdome) - **Year Founded:** 2017 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13210ae44fa2dc3b6260e228c347846240a5114da4fe7bd12ed1593dde8437aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftaxdome%2F&secure%5Burl_type%5D=linkedin_company_website) 329 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner, President - **Top Industries:** Accounting, Financial Services - **Company Size:** 99% Small, 0% Medium #### What Do G2 Reviewers Say About TaxDome? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of TaxDome, enhancing their workflow and allowing quick client setup. - Users value the **effective communication** with clients through TaxDome, simplifying document management and collaboration seamlessly. - Users appreciate the **centralized access** of TaxDome, ensuring efficient communication and organization in their workflow. - Users praise TaxDome for its **efficiency** in keeping everything organized and automating workflows, enhancing productivity. - Users commend the **responsive and knowledgeable customer support** at TaxDome, enhancing their overall experience and satisfaction. ##### Cons - Users find the **learning curve steep** , requiring considerable time and effort to set up and integrate TaxDome effectively. - Users feel that the **missing features** in TaxDome limit functionality and hinder efficient workflow integration. - Users find the **difficult learning curve** of TaxDome challenging, requiring significant time and effort to master. - Users note **limited features** in TaxDome, with many basic functionalities lacking and unfulfilled promises from the sales team. - Users often face **limited functionality** with TaxDome, finding many promised features are unavailable or lacking. #### What Are Recent G2 Reviews of TaxDome? **["Smooth, Customizable, and Stress-Reducing for Tax Season"](https://www.g2.com/survey_responses/taxdome-review-12466074)** **Rating:** 5.0/5.0 stars _— Heather B._ [Read full review](https://www.g2.com/survey_responses/taxdome-review-12466074) **["TaxDome Pipelines & Integrations Save Us Time"](https://www.g2.com/survey_responses/taxdome-review-12560172)** **Rating:** 4.5/5.0 stars _— Eric J._ [Read full review](https://www.g2.com/survey_responses/taxdome-review-12560172) #### What Are G2 Users Discussing About TaxDome? - [How do you use Taxdome?](https://www.g2.com/discussions/taxdome-how-do-you-use-taxdome) - [How do you use Taxdome?](https://www.g2.com/discussions/how-do-you-use-taxdome) - 2 comments - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/taxdome-does-taxdome-integrate-with-drake) - 1 comment - [Does TaxDome integrate with Drake?](https://www.g2.com/discussions/does-taxdome-integrate-with-drake) - 3 comments - [Is TaxDome cloud based?](https://www.g2.com/discussions/taxdome-is-taxdome-cloud-based) - 1 comment ### [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) - ‹ Prev‹ Prev - 1 - [2](/categories/client-portal?order=g2_score&page=2#product-list) - [3](/categories/client-portal?order=g2_score&page=3#product-list) - [4](/categories/client-portal?order=g2_score&page=4#product-list) - [5](/categories/client-portal?order=g2_score&page=5#product-list) - … - [10](/categories/client-portal?order=g2_score&page=10#product-list) - [11](/categories/client-portal?order=g2_score&page=11#product-list) - [Next ›Next ›](/categories/client-portal?order=g2_score&page=2#product-list) Spotlight Categories [Managed File Transfer (MFT) Software](https://www.g2.com/categories/managed-file-transfer-mft) [Sales Engagement Software](https://www.g2.com/categories/sales-engagement) [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm) [Data Science and Machine Learning Platforms](https://www.g2.com/categories/data-science-and-machine-learning-platforms) 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) ![Neeraja Prakash](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neeraja Prakash") NP Researched and written by [Neeraja Prakash](https://research.g2.com/insights/author/neeraja-prakash) Updated October 3, 2024 Client portal software serve as gateway for a business and its clients, where each party can interact with one another remotely. Client portals are a one-stop solution for businesses or organizations that work with multiple external stakeholders or clients. Businesses can use client portals to share and request documents, send project updates and invoices, solicit feedback, and communicate with clients and stakeholders. The exact functionality of a client portal can vary widely between vendors and use cases. Some vendors will offer an optional client portal attachment to their larger [virtual data room software](https://www.g2.com/categories/virtual-data-room) or [cloud content collaboration software](https://www.g2.com/categories/cloud-content-collaboration) offering. Many client portals come bundled with [project management software](https://www.g2.com/categories/project-management) features, easily allowing clients to track project progress and businesses to provide transparency to their customers. Client portals can also offer a variety of supporting features depending on industry. Many vendors will offer industry-specific options or can add extra features to support industry needs. Law firms, accounting and insurance firms, and design studios are among businesses that utilize client portals to communicate with their customers. To qualify for inclusion in the Client Portal category, a product must: - Provide a client-facing dashboard - Share files and documents within the application - Offer custom branding and/or watermarking features - Structure workflows around content-related procedures Top Tools at a Glance | | Buyer-engagement portals with deal-room analytics | User Review "Slick, Easy-to-Use Platform with Powerful Insights and Metrics" | | | Buyer-facing deal rooms with engagement analytics | User Review "Aligned Makes Onboarding Collaboration Smooth, Organized, and Intuitive" | | | Centralized client data with Zoho-native automation | User Review "A Cost-Effective, Turnkey CRM Solution" | | | Airtable-connected client portals without developer dependency | User Review "Softr Makes Building Simple Web Apps Fast and Developer-Free" | | | White-labeled client portals with consolidated billing | User Review "Quick, Seamless Onboarding with Time-Saving Rules, Billing, and Client Communication" | | | Secure document sharing with engagement analytics | User Review "Docsend Makes Secure Document Sharing Simple with Helpful Viewing Insights" | | | Centralized client portals across full sales-to-onboarding lifecycle | User Review "Customizable Templates and Easy Client Onboarding—No Account Needed" | | | White-labeled client reporting with fulfillment outsourcing | User Review "Revolutionized Our Client AI Integration" | | | Branded client portals with automated onboarding flows | User Review "Productivity enhancer and time saver!" | * * * Show More