Client Portal Software Discussions
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Want to start a discussion with experts in the Client Portal Software community on G2.
I was recently tasked with managing project coordination in a customer-facing role, responsible for keeping external stakeholders aligned on progress and deliverables. To cut down on back-and-forth... Read more
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If you are looking for top platforms for client self-service and document access, there are several strong options that support smooth CRM integration, project collaboration, user experience, cloud scalability, and client transparency. After exploring
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If you are looking for the best cloud-based platforms, prioritizing validated G2 insights, peer reviews, market data, and user adoption is key. While evaluating G2’s Client... Read more
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Want to start a discussion with experts in the Client Portal Software community on G2.
Researching and evaluating the best client portals for professional services firms often means checking for reliable integrations, one-stop access, client communication, mobile usability, and... Read more
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Posted within SuiteDash
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Moin an alle! Wo finde ich Kontakte, die ein deutschsprachiges Setup unterstützen? Danke.
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G2
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Posted within FuseBase
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Is there a way to enter formulas into a table like excel?
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Posted within SuiteDash
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I'm wondering if there are any groups or other resources to see how others are using SuiteDash for their businesses.
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Posted within Zoho CRM
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Posted within Everleagues
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Maybe students could use this as a elearning platform
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Posted within Zoho CRM
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I wonder how a successful Adhoc customization would work when changing Zoho's underlying code.
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Posted within Shape Software
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Posted within Everleagues
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Bringing our entire team together on one software that's a one-stop-shop was very nice. Not having to use multiple software for different aspects of our meetings with clients and cauleagues was great.
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Posted within FuseBase
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Will there be basic formula support e.g. in tables?
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Posted within Workiro
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Because if you improve it more people will like this site so much.
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Posted within Zoho CRM
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For importing the leads, some where we are using the data which we are having in the excel files. we cannot directly import the google sheet data or excel data in the zoho CRM software. It might be great if you are using the software
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Posted within Zapa Client Portal
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Posted within Zoho CRM
Posted within SideDrawer
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I want to upload all the files in the sidedrawer, but still, I have not found a way to do it. Would you please tell me that it is possible or not? If it's there, then please let me know.
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Posted within SuiteDash
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I am considering SuiteDash or Liscio. Can anyone tell me why you chose SuiteDash or Liscio over the other?
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Posted within Accelo
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In my previous experience, I noticed that Accelo has tons of features. The problem is that, sometimes, the UI might be a bit confusing so, is it possible to change the UI or adjust it to get a simplified view for easier management?
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Posted within Accelo
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Is there a way to cache or offer of an on-premise client solution that can cache changes until in...
Is there a way to cache or offer of an on-premise client solution that can cache changes until internet connectivity is restored or no longer intermittent.
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Posted within Zoho CRM
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Posted within Zoho CRM
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Any chances you beat the salesforce magnitude.
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Posted within Client Portal
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Capable client portal software (extranet) for a support office providing managed consulting servi...
Hi there,
I'm currently building resources that I would like to setup on a client portal for businesses (clients) we provide managed services to be able to access. Some features we would hope the portal could sustain include;-
- download and upload files,
- raise a ticket for support,
- view... Read more
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Posted within Accelo
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Is there anything on the roadmap that will allow us to use the Power BI integration in the Client version of Power BI instead of just in the web version?
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Posted within Accelo
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Our business has one-off sales, which is easy to quote and show the sale's value to the client. However, when we extend this out to include monthly recurring fees (for service or licenses), we have struggled to reflect the total sale's value accurately to the client. For instance, we sell a... Read more
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Posted within Accelo
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We would like to change the accelo deadline dates to easily reflect is a certain project has run overdue but it is not the fault of our engineering department team. We need to be easily able to change this without going into the project deadline/edit plan section. A user should not be limited... Read more
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Posted within Zoho CRM
Posted within Assembly
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Posted within Assembly
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The portal helps me and my co-workers go to the website to store office work file documents.
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Posted within XMS: eXchange Management System
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Posted within SuiteDash
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Pabbly Connect is like Zapier and Suite Dash is already in Zapier!
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Posted within SuiteDash
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I would like to use the calendaring feature and connect it to Outlook (and/or more than one calendar).
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Posted within SuiteDash
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A simple walk through video of your SD setup would be awesome.
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Posted within SuiteDash
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We are looking for the best tools to integrate client portals into websites for smooth visitor collaboration and deal management. While exploring G2’s Client Portal Software... Read more
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Posted within Accelo
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I find it slightly convoluted at times because it can be chaotic with everything to look at on th...
I find it slightly convoluted at times because it can be chaotic with everything to look at on the screen. I would appreciate a little bit of simplicity in the visuals to allow for a more streamlined UX! My team has noticed glitches at times that are random and don't make sense. When I am using... Read more
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Posted within Accelo
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Posted within SuiteDash
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i wonder when you guys update integration with pabbly and nifty?
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Posted within SuiteDash
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How do you handle them, rate them, do you put them in circles etc? How does your workflow look like?
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