In freelancing, it’s not new to receive endless email replies, manage multiple clients at once, and face constant client nagging about project updates.
I’ve been there, and it’s not fun.
It can really hurt your professional image and add unnecessary stress.
But there’s a way to turn things around. I’ve discovered that client portal software can completely transform a scattered workflow into a structured business. It brings everything together—communications, file sharing, and project updates—into one easy-to-manage place.
Now, I’ve, alongside our review team, tried and tested the best options, and I’m here to share them with you.
Let’s check out what these tools have, what you should focus on, and, eventually, how they can actually streamline your freelancing!
Quick List of Best Client Portal Software for Freelancers:
- Agency Handy: White label client portal for freelancers and freelance agencies — from client onboarding to invoicing.
- Service Provider Pro: Suitable for freelancers specializing in client onboarding.
- Copilot: Centralizes client interactions and project details, perfect for freelancers in professional services.
- Moxie: Comprehensive business management for freelancers and small agencies.
- SuiteDash: Cohesive CRM and project management platform for freelance business owners.
- Kitchen.co: Provides an all-in-one white label solution, supporting solo freelancers and freelance teams.
What is Client Portal for Freelancers?
Client portal for freelancers is a digital tool that helps and their clients communicate and manage orders more effectively. It puts all the important documents, conversations, and deadlines in one place, making workflows smoother and improving transparency.
These tools include features like secure messaging, file sharing, task management, and real-time updates – basically everything you need in one place. They keep your projects organized and your clients informed.
Many portals also offer customizable access controls and scheduling tools, simplifying task coordination and meetings.
Advantages of Using a Client Portal for Freelancers
Now that we understand what client portals are, let’s look at the advantages and take your freelance business to the next step:
- Centralized Communication: Keep all client interactions, files, and project details in one secure place. This reduces miscommunication, boosts clarity, and improves client satisfaction.
- Streamlined Project Management: Use visual tools like task lists and Kanban boards to track project progress. Quickly spot and resolve issues, ensuring projects stay on time and within budget.
- Improved Client Onboarding: Customize the onboarding process with forms and automated workflows. This efficient approach saves time and impresses clients, making project collaboration smoother.
- Efficient Document Handling: Manage documents easily with drag-and-drop uploads and version control with secure client portals. Keep everyone updated and involved without the clutter.
- Improved Billing and Invoicing: Streamline transactions with integrated invoicing that supports various payment methods. This ensures timely payments and maintains financial stability.
Comparison Table of Best Customer and Client Portal for Freelancers
There are numerous client portals in action out there, so we know it can be tough to choose. Don’t worry, we’ve looked at over 34 different client portals for agencies and freelancers to find the top 5 best ones.
Before we dive into all the details, here’s a quick comparison chart to help you decide quickly (if you’re in a hurry!).
| Client Portals | Top 3 Features | Order Management | Client Onboarding | Proposals and Quotes | Average Per User Cost (Monthly) |
| Agency Handy | 1. Task management 2. Automated workflows 3. Split payments | Kanban boards, task management, and role permissions | Customized intake and order forms | Custom proposal, quotes, and invoices | $10/month |
| Service Provider Pro | 1. Project tracking 2. Marketing tool integration 3. Team assignments | Project tracking, team assignments. | Automated setup, template-driven. | Basic customizations: order forms, dashboards. | $25/month |
| Copilot | 1. Centralized client communication 2. File sharing 3. Contract management | Workflow automation, task assignment | Customizable portal setup, client self-service. | Automated contract generation, in-document collaboration | $72/month |
| Moxie | 1. Comprehensive client snapshots 2. Proactive client prompts 3. Expense tracking | Full-project integration, multiple view options | Customizable client portals, welcome messages | Professional proposal templates, legal-approved contracts | $11/month |
| SuiteDash | 1. Comprehensive project tools 2. Time tracking 3. Client collaboration | Task templates and dependencies | Trigger/action automation, custom onboarding flows | Dynamic proposals, e-sign capabilities | Unlimited team members |
| Kitchen.co | 1. Streamlined communication 2. Visual task management 3. File organization | Task assignment, status updates | Client self-booking, automated reminders | Embed third-party tools for proposals | $29/month |
6 Best Customer and Client Portal Software for Freelancers
Now that we know the top best client portal software for freelancers in brief, let’s take a closer look and find out the features that can help your freelance business grow and increase client retention.
1. Agency Handy
Best for freelancers and agencies to onboard clients, manage orders, and send invoices.
Agency Handy can change how you manage clients, project deadlines, and finances. It’s an all-in-one client portal solution to get you started with client onboarding, completing tasks, and getting paid.
With the customizable intake forms, you can onboard freelance clients quickly and get orders. Moreover, when you have an order, you’ll get an automated invoice and be notified about whether it’s open or closed.
Once you’ve onboarded your freelance clients, you can organize your orders in Kanban boards and assign them to your team if you have one.
The Kanban board has been lifesaving, too. You can see what your team is doing, the current status of tasks, and what stage they are right now. This visual approach helped me provide better updates to clients!
One of the major improvements I’ve loved is the service catalog. In freelancing, it takes a toll just to show your service to the client. But with Agency Handy, I’ve been able to create a service, share the links directly with the clients, and even embed them in my portfolio.
On top of that, unlike Service Provider Pro, Agency Handy offers white labeling across all its pricing tiers, improving brand consistency without the extra cost. That has skyrocketed my professional image!
Plus, Agency Handy provides task creation features and client approval processes that are absent in Service Provider Pro. You can manage orders more efficiently and get feedback from clients directly.
Lastly, managing payments is also as smooth as ever. Previously, I had to use multiple payment platforms, causing confusion and delays. With Agency Handy, I’ve been able to automate the invoicing and integrated payment system.
Features of Agency Handy
Here are the key features of Agency Handy that will change and scale your freelance business.
Customized Workspace
With Agency Handy, you can showcase your brand in every step of the client interaction. Customize everything, from logos to email templates and even your workspace’s domain. This consistent branding shows your professional image and builds trust with your clients.
Show Your Services
With its rich Service Catalog, Agency Handy turns visitors into potential clients. Clients can easily view detailed service descriptions and pricing, helping you upsell effectively. You can also embed the service catalog directly into your portfolio or website, simplifying how clients explore your offerings.
Client Onboarding
First impressions matter, and Agency Handy’s Order and Intake Forms make sure yours is spot on. Clients can quickly provide project details, reducing the need for back-and-forth emails. This smooth onboarding process not only speeds things up but also shows your professionalism.
Comprehensive Client Management
Once clients are on board, keep all their information in one place with Agency Handy’s Client Profiles. You’ll have access to everything from order history to communication records, making it easier to focus on your freelance projects and business.
Order Management
Manage your orders effortlessly with Agency Handy’s Order Dashboard. Drag and drop tasks on Kanban boards for a clear view of your workflow. Integrated File Management also makes it easy to organize client assets, improving collaboration.
Client & Team Collaboration
With the orders, you and your clients can collaborate easily with the in-built messaging feature. Your clients can track orders, leave feedback, and approve the tasks once completed. And you can even communicate with your team for any necessary updates and improvements. Manage all aspects from a single place!
Secure and Controlled Access
Agency Handy improves security and operational efficiency with detailed access controls tailored to your team’s structure. it’ll streamline your workflow and enhance security.
Assign your team member roles like manager, assignee, admin, or super admin, each with specific permissions. It keeps sensitive information safe while allowing your team to work efficiently.
Automated Billing
Say goodbye to manual invoicing. Agency Handy generates invoices automatically when a client orders your freelance service. You can also handle split payments and subscriptions, keeping your cash flow steady and your financials in check. Gives your clients a peace of mind, too.
Ongoing Support
In freelancing, client satisfaction is the top priority. No doubt! But Agency Handy makes it easy to manage all the queries and problem with the built-in ticketing system. You can maintain maximum client satisfaction long after order completion, building loyalty and recurring business.
Best Use Case of Agency Handy for Freelancers
Let’s explore how Agency Handy’s tools can help different freelancers work better and increase client satisfaction.
Freelancers
Agency Handy offers features like task submission, file uploads, and progress tracking through intuitive dashboards. It enhances collaboration and transparency, making it ideal for freelancers who need to focus on project, maintain strong client communications, and experience.
Solo Consultants
For solo consultants, Agency Handy provides a secure environment to handle sensitive client data. The platform supports secure document sharing and efficient collaboration, with real-time updates that keep all information accessible and clear. It helps you maintain client trust and ensures project integrity.
Independent Creatives
For freelance designers and artists, Agency Handy streamlines the feedback and approval processes. It allows creatives to showcase their work, gather feedback directly within the portal, and manage approvals efficiently. This ensures that final outcomes align perfectly with client expectations.
Freelance IT Professionals
Freelance IT professionals can benefit from Agency Handy’s ability to manage support tickets and client requests. The portal lets clients log issues, track resolution progress, and review project details, enhancing service transparency and boosting client satisfaction.
Pros of Using Agency Handy
- User-friendly interface for both freelancers and clients.
- Excellent order management features with Kanban boards
- Comprehensive solutions from proposals to invoicing
- Multi-language support expands your reach to global clients, enhancing communication.
- Customize client interactions to reflect professional, personalized branding.
- Integrated payment gateways facilitate secure and diverse payment options for clients.
- Real-time dashboards offer instant updates on project status, improving transparency.
Pricing of Agency Handy
Solopreneur – $49/month (billed annually) and $69/month (billed monthly)
Best for independent freelancers, this plan supports up to 3 users. It offers unlimited clients and orders, enabling you to manage all your freelance activities in one place. Features include custom branding, task management, invoicing, and comprehensive communication tools, which help streamline both client and internal interactions.
Teams – $99/month (billed annually) and $149/month (billed monthly)
Designed for freelance collectives or small agencies, this plan supports up to 10 users. It includes everything in the Solopreneur plan, enhancing collaboration among team members with shared task management and client communication tools.
Pro – $149/month (billed annually) and $199/month (billed monthly)
Perfect for growing freelance businesses, the Pro plan supports up to 30 users and offers extended features of the Teams plan. This allows for expansive client management, advanced task management, and enhanced internal and external communications capabilities.
What Users Say About Agency Handy
Rating on G2: 5 out of 5
“Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.” – Andrew J.
Rating on Product Hunt: 5 out of 5
“A great tool for agency management. AgencyHandy solves all my management problems easily. A hassle-free tool you should add to your list.”- Shamima Nasrin
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.
Customer Management: Adding customers is incredibly straightforward, allowing us to maintain a well-organized database with ease.
Proposal Generation: The feature to send proposals is efficient and professional, saving us time and enhancing our client communication.
Invoicing System: Generating invoices is a breeze with Agency Handy. The system is reliable and helps us get paid faster.
Task Management: The Kanban-style task management has revolutionized how we handle our workload, providing clarity and boosting productivity.” – Vikas Patil
Why Should You Choose Agency Handy for Freelancing?
Agency Handy is the best choice for freelancers for client onboarding, task management, and an integrated billing system. But here are a few specific reasons why you should go for Agency Handy:
| Desired Features for Client Portal Software | How Agency Handy Addresses It |
| Quick Client Onboarding | Customizable intake forms streamline the client onboarding process. |
| Secure and Smooth Communication | Integrated messaging and file-sharing features within the client portal. |
| Order Management | Offers Kanban boards for order management and tracking. |
| Document Management and Sharing | Supports secure document management and easy file sharing with clients. |
| Invoicing & Integrated Payment | Automated invoicing options with multiple payment gateways like Stripe and PayPal. |
| Customizable Client Portals | Allows extensive customization options for client portals to match branding. |
| Multi-Language Support | Supports multiple languages, making it easier to interact with a global client base. |
2. Service Provider Pro
Optimized for freelancers specializing in service focused business.
From my experience, Service Provider Pro can be a good choice if your freelance business is focused on client onboarding. You can customize intake and order forms extensively or even use templates.
Plus, you can add tasks in the forms to guide the clients throughout the process. Then, they won’t miss any of the steps and onboard properly.
Besides, while researching SPP, I’ve found that you can direct roles for each team member, which is great when you’re managing multiple projects. This level of detail in tasks minimizes the usual chaos of missed deadlines and mixed communications.
Compared to platforms like Copilot, Service Provider Pro excels in providing detailed project controls and integrated marketing tools—key for freelancers needing rigorous project oversight.
While Copilot is great for real-time collaboration, I’ve noticed that it didn’t have the granular project tracking that Service Provider Pro offers, making it a superior choice for structured order management.
Overall, I’d recommend SPP if you want to customize and don’t have budget issues. Other than that, it’s going to break your bank. Check out the other budget-friendly choices, like Agency Handy.
Features of Service Provider Pro
Let’s take a quick look at the key features of SPP if you should go for it.
Client Onboarding
Streamline the new client integration process with customizable onboarding workflows. Automate the delivery of welcome emails, contracts, and intake forms to new clients.
Client Management
Service Provider Pro improves client relationship management with a CRM system. This feature allows you to store comprehensive client details, monitor interactions, and tailor fields to align with your agency’s requirements.
Project Management
Service Provider Pro allows efficient task organization and project tracking. You can establish milestones, delegate tasks to team members, and oversee deadlines. This helps with direct collaboration with clients, integrating them into the project workflow.
White-Label Client Portal
Service Provider Pro offers a customizable client portal that upholds and offers a branded client experience. Clients can log in to view project updates, approve deliverables, and process payments, all within a branded interface.
Invoicing and Payments
The platform allows for the generation of professional invoices and the processing of online payments. It supports recurring billing for ongoing services and integrates with leading payment gateways to ensure secure transactions.
Automation
Leverage advanced automation tools to optimize your workflows. Configure triggers and actions to automate routine tasks such as sending follow-up emails or setting up new projects in response to client orders.
Reporting and Analytics
Produce comprehensive reports on project milestones, financial outcomes, and team efficiency. Customizable dashboards provide real-time insights into your agency’s performance, helping to drive strategic decision-making.
Pros of Using Service Provider Pro
- Supports multiple payment gateways for seamless client transactions.
- Customizable order forms adapt to specific business needs.
- Comprehensive client management enhances personalization and service quality.
- Automates invoicing for efficient billing and cash flow management.
Cons of Using Service Provider Pro
- Lack of complete white-label options unless on the highest-tier plan.
- With its high pricing tier, it may not be suited for freelancers
Pricing of Service Provider Pro
Alt: Service Provider Pro Pricing
Basic: $129/month (billed monthly) or $99/month (billed annually)
This plan includes a custom workspace domain and white-label email capabilities, along with a built-in helpdesk, making it easier to manage client queries and maintain a professional appearance.
Pro: $299/month (billed monthly) or $249/month (billed annually)
Ideal for freelancers who are expanding their client base and need more robust tools. This plan supports up to 10 members and includes features like editable client-facing pages and client-side teams, which are great for managing more complex projects and interactions.
Plus: $1500/month (billed monthly) or $1500/month (billed annually)
Designed for established freelancers or freelance networks managing extensive projects or large teams. It includes everything from the Pro Plan, plus customized rules and workflows, custom integrations, and priority support through Slack. This plan also offers enhanced white-labeling options, allowing for a consistent brand experience across all client engagements.
Note: To know more about Service Provider Pro pricing, check out this article.
What Users Say About Service Provider Pro
Rating on G2: 4.6 out of 5
“Client Portal for Order Entry/Fulfillment”
What do you like best about Service Provider Pro?
The UI is self-explanatory and was able to set up a Service, associated Order Entry process for my clients. A free tier to try different things is appreciated.
What do you dislike about Service Provider Pro?
End-to-end examples for different business verticals are needed. I may have missed it in the online documentation.”- Anonymous User
3. Copilot
Centralizes client interactions and project details, perfect for freelancers in professional services.
Copilot is my personal favorite after Agency Handy. Why? It’s a custom portal builder. You can create a client portal, design, and customize it however you like. And it works surely as its name — your co-pilot!
But it comes at a cost – your time.
However, whether you’re an agency, startup, or freelancer, Copilot’s main aim is to help service-type businesses like yours to offer excellent customer experiences. For me, it turned out to be true — solid flexibility of customization.
And when I’ve compared to Moxie, I’ve noticed that Copilot offers more focused customizations that are tailored for freelancers, while Moxie provides proper business management from taking off to project completion.
You can design a complete client experience from custom login pages to dashboard — everything it has to offer. Plus, integrate as many as tools you like from the Copilot app marketplace.
For instance, you’ll find tools like Stripe for invoices and payments, Canva for designs, OneDrive for cloud storage solutions, etc.
However, there are customizable intake forms to onboard clients as a branded space. Its client onboarding and communication tools are especially helpful, allowing seamless interactions and ensuring all client information is easily accessible.
Features of Copilot
Copilot offers a comprehensive suite of features designed to streamline operations for professional service businesses. Here are some of its key features:
Client Onboarding and Automation
Streamline the intake process with customizable forms and automated workflows, enhancing efficiency right from client entry. This feature ensures all necessary details are captured effortlessly, setting the stage for successful project execution.
Client Portal Customization
Offer a personalized experience with a white-label client portal that supports your own branding elements, such as logos and domain names. This feature enhances brand consistency and professionalism, making every client interaction uniquely yours.
Integrated Client Communication
Maintain clear and continuous dialogue with clients through an integrated messaging app. This tool ensures that all communications are centralized, easily accessible, and secure, improving overall project transparency and client satisfaction.
Advanced Billing and Payment Processing
Automate invoicing and accept payments directly through the platform, supporting methods like credit cards and ACH. This simplifies financial management, ensuring timely payments and financial tracking.
Workflow Automation Tools
Utilize triggers and actions to automate routine tasks, reducing manual effort and increasing operational efficiency. This feature allows freelancers to focus more on their core activities rather than administrative tasks.
Project and Task Management
Efficiently manage projects with tools that allow for easy assignment of tasks, setting deadlines, and tracking of progress. This ensures that projects stay on track and deadlines are met consistently.
Pros of Using Copilot
- Customizable portals streamline client onboarding and management.
- Automated billing and invoicing save time on financial tasks.
- File sharing and contract signing directly through the platform.
- An integrated messaging app keeps communication in one place.
- Forms app for easy collection and organization of client details.
Cons of Using Copilot
- Limited signature requests can hinder multi-client interactions.
- Customizing client dashboards is more restricted than expected.
Pricing of Copilot
Starter Plan: $39/month per internal user (billed monthly) or $29/month (billed annually)
This plan is ideal for freelancers starting their journey, accommodating up to 50 clients with 50GB of storage. It includes customizable branding, a messaging app, billing tools, a files app, contracts, forms, and a helpdesk.
Professional Plan: $89/month per internal user (billed monthly) or $69/month (billed annually)
Geared towards growing freelancers, this plan supports up to 500 clients and provides 500GB of storage. It includes custom domains, access to Copilot’s API and webhooks, automation via Zapier and Make, and support for partner and custom apps.
Advanced Plan: $139/month per internal user (billed monthly) or $119/month (billed annually)
For more established freelancers, this plan supports up to 5,000 clients and offers 5TB of storage. It includes a fully white-label experience, HIPAA compliance, reduced payment processing fees, and priority support with onboarding assistance.
Supersonic Plan: Custom pricing (billed monthly or annually)
This top-tier plan is designed for fast-growing freelancers and agencies, supporting up to 10,000 clients with 10TB of storage. It offers increased API limits, the lowest payment processing fees, distribution of internal users across multiple portals, and a dedicated success manager for personalized training and support.
What Users Say About Copilot
Rating on Capterra: 4.9 out of 5
“Portal does make good portals. “
Pros: I liked the overall use of Portal once I had a good understanding of it.
Cons: Establishing what exactly we needed was a bit difficult because it wasn’t exactly what Portal is typically used for. I’m sure if what the user is going for is a more typical use of it, it would be a lot easier. I am also very tech-savvy, so I picked it up quickly, but training others to use it was tricky.” –Liz K
4. Moxie
Comprehensive business management for freelancers and small agencies.
The next great tool for freelancers I’ve found was Moxie. My experience with Moxie has been overwhelmingly positive. The platform’s user-friendly interface and intuitive design made it easy to set up and start using.
It’s designed to simplify the daily grind of freelancing, offering a suite of tools to manage everything from client relationships to project tracking and financials.
Moxie is created to be an all-in-one solution, helping freelancers stay organized and focused. I’ve especially enjoyed the project management tools, including task lists and Kanban boards. They helped me track progress and deadlines efficiently.
Plus, you’ll get a complete overview of the clients projects — from deliverables to invoices. And as a freelancer, you’ll never be behind up-to-date info. Real-time collaboration and updates at your fingertips.
To top it off, the gantt chart gives you a total birds-eye view of project progress. Inprogress, done, in revision, etc.
If you compare it to Kitchen.co, Moxie stands out with its robust project management and financial tracking, while Kitchen.co excels in client collaboration and keeping everything organized in one place.
Lastly, Moxie’s invoicing and expense tracking are straightforward, ensuring that financial management is never a hassle.
Features of Moxie
Let’s discuss the features of Moxie that freelancers may desire:
Customizable Client Portals
Create personalized client portals with unique URLs, branding elements, and welcome messages. This feature helps freelancers present a professional image, enhancing client interactions and satisfaction.
Project Management
Use task lists, Kanban boards, and timelines to manage projects effectively. Moxie provides various view options and collaboration tools, making it easier to track progress, set deadlines, and allocate resources.
Invoicing and Financial Management
Streamline your financial processes with Moxie’s invoicing and expense-tracking features. Generate professional invoices, manage payments, and track expenses, ensuring that your financial operations are seamless and efficient.
Proposals and Contracts
Build professional proposals and contracts using Moxie’s drag-and-drop editor. This feature simplifies client agreements and allows for easy electronic signatures, speeding up the onboarding process and reducing paperwork.
Time Tracking and Calendar Integration
Track time spent on projects and sync schedules with external calendars. Moxie helps freelancers stay organized by offering tools to manage their time and appointments effectively, ensuring that all deadlines are met.
Pros of Using Moxie
- Comprehensive project management with task lists, Kanban boards, and timelines.
- Integrated invoicing and expense tracking streamline financial operations.
- Professional proposals and contracts simplify client onboarding and agreements.
- Time tracking and calendar sync help manage schedules and deadlines efficiently.
- Mobile apps allow freelancers to manage their business on the go.
Cons of Using Moxie
- Some features, like client archiving, are not currently available.
Pricing of Moxie
Pro Plan: $25/month (billed monthly) or $240/yearly (billed annually)
This plan is perfect for individual freelancers or solo entrepreneurs, providing essential tools for managing client relationships, projects, and finances. It includes one full license with unlimited project collaborators, allowing for expansive project handling.
Teams Plan: $40/month (billed monthly) or $385/month (billed annually)
Ideal for small agencies or teams, this plan offers five full licenses and unlimited project collaborators, supporting collaborative workflows. It includes comprehensive project management tools, team communication features, and advanced task tracking.
What Users Say About Moxie
Rating on Capterra: 3 out of 5 stars
“Enhanced medicine practice with integrated tools…but only available in India”
Overall: The platform presents a promising suite of tools for enhancing healthcare practice but couldn’t have the full experience due to being outside of India. I believe healthcare professionals within India can leverage its features effectively and efficiently.
Pros: The platform offers a good set of tools to improve the delivery of services to patients. It´s possible to create a customized website and have access to integrated AI-powered EMR, telemedicine, and appointment scheduling all within the system.
Cons: The major drawback is the platform’s limited availability being restricted to India, this geographic constraint limits its potential for professionals outside of India. Clear communication regarding its geographic limitations on the main page is essential to avoid misunderstandings.- Verified User
5. SuiteDash
Offers a comprehensive suite of tools for freelance and enterprise businesses.
When researching tools for freelancers, I discovered SuiteDash to be a complete business management tool. I wouldn’t recommend that a solopreneur or freelancer should use it.
SuiteDash is an all-in-one platform designed for teams, agencies, and large businesses. It offers a versatile suite of features to streamline client and project management. This makes it an appealing choice for freelance agencies aiming to centralize their operations.
The customer portal includes project management features that make it easy to track progress and organize tasks. You can add projects, engage with clients, and teams into one single space and let them collaborate all together.
Plus, with Dynamic Menus, you can control permissions for both clients and teams. Let them see what you want them to be. Nothing more, nothing less — total privacy assured!
Additionally, SuiteDash’s automated client onboarding process saves time and ensures a smooth experience for new clients. I’ve personally found the onboarding form intriguing. I could add custom fields and conditions in my favor.
But SuiteDash isn’t the most suite-able choice. What got on my nerves was the setup. I had already the hassle of managing multiple clients. But here, the important settings were scattered all over the place. You’ll have a hard time tracking features and how to get started.
And interestingly, you can’t even add a project until you’ve added a client in the first place. Plus, it’s just too many features! You might go crazy, and the UI is dull and way too outdated.
However, I could customize the user interface to match my brand, providing clients with a professional and cohesive experience. The ability to automate workflows and integrate various business functions into one platform significantly improved our efficiency and productivity.
Overall, SuiteDash presents an all-in-one solution that caters to a wide array of business functionalities. If you’ve got a functioning business and have a team, I’d recommend you check out SuiteDash. Or else, NO!
Features of SuiteDash
Here are the key features of SuiteDash:
CRM and Contact Management
SuiteDash’s CRM system allows for the comprehensive management of unlimited contacts. It categorizes clients into groups, manages deal stages, and customizes data fields to keep client details organized and accessible, streamlining client interactions effectively.
Client Onboarding and Automation
Automated onboarding in SuiteDash captures leads and client data efficiently through customizable forms. Automation reduces repetitive tasks, improving productivity by allowing staff to focus on more strategic activities.
Client Portal and White-Labeling
The platform offers a customizable client portal that can be fully branded with your company’s logo, colors, and domain. This white labeling extends to mobile apps, helping to keep your brand’s consistency and professionalism across client interactions.
Project Management:
SuiteDash combines project overviews, Kanban boards for task tracking, and time-tracking into one integrated suite. This combination provides clear visuals of project progress and resource allocation, aiding in effective project delivery.
Invoicing and Payments:
SuiteDash simplifies financial processes with tools for generating estimates and processing invoices and payments. It supports recurring billing and integrates with multiple payment gateways, ensuring transactions are both flexible and secure.
Pros of Using SuiteDash
- Seamless automation of client onboarding and workflows, saving valuable time.
- White-label options enhance brand consistency across client interactions.
- Efficient invoicing and payment processing integrated directly into the platform.
- Secure communication channels ensure private and protected client discussions.
- Versatile appointment scheduling tools simplify managing client meetings.
- Integrated CRM, project management, and client portal
- Helpful documentation and support resources
Cons of Using SuiteDash
- Absence of drag-and-drop Kanban boards, limiting visual project management capabilities.
- Missing approval flows for clients, complicating the review and sign-off processes.
Pricing of SuiteDash
START Plan: $19/month (billed monthly) or $180/year (annual billing)
Perfect for freelancers and solo entrepreneurs, this basic plan includes unlimited users, CRM features, essential project management tools, 100GB of storage, and a customizable client portal. It’s ideal for freelancers looking to streamline their operations in one cohesive platform.
THRIVE Plan: $49/month (billed monthly) or $480/year (annual billing)
This plan is great for freelancers expanding their services, offering support for up to 10 users. It includes all the features of the START plan, plus 500GB of storage, advanced reporting capabilities, dynamic proposals, and enhanced tools for team collaboration.
PINNACLE Plan: $99/month (billed monthly) or $960/year (annual billing)
For freelancers managing larger projects or complex tasks, this premium plan supports up to 30 users. It builds on the THRIVE plan’s offerings with 2TB of storage, advanced automation features, priority support, and extensive white-labeling options to fully customize your client interactions.
Note: Check out more on SuiteDash Pricing if you want a detailed breakdown!
What Users Say About SuiteDash
Rating on G2: 4.8 out of 5
“What do you like best about SuiteDash?
Suitedash is the ultimate customization. The whitelabeling is unmatched. I also really like the all-in-one and the ability to keep clients in one central location instead of them having to use 4-5 different platforms when they are signed on to us.
What do you dislike about SuiteDash?
Suitedash lags a lot, but they’ve been working on it. It was also quite the beast to figure out initially, but I’d say that was worth it.
It’s missing some advanced analytics and insights on the platform. I’d love to see that as a power-up. I also like when you can track when people have read emails, which they don’t seem to offer.”- Alicia D.
6. Kitchen.co
The last and most exciting tool I have for you is Kitchen.co.
As the name suggests, the kitchen is where you keep all the ingredients to make the best recipes. That’s what literally Kitchen.co promotes keeping arranged and organized everything in one place.
It offers several features that are beneficial for freelancers.
For starters, the file management system will allow you to organize and share documents with clients. You can create a multi-layered nested folder to keep your data organized with precision and maintain security.
Moreover, you can let your client upload necessary documents to the folder. The maximum file size you can go to is 1GB. And possible cloud-storage integrations are OneDrive, Google Drive, and DropBox.
To your surprise, you’ll get to create Docs on the platform for everyone to see and collaborate.
Once the project is in motion, you can get a birds-eye view of the project’s progress with the Kanban board. Both teams and clients can collaborate on the projects to keep them updated and on the same tab.
And for client communication, you can either keep the client conversation private or invite others to participate.
Lastly, the invoice! I’ve found it way too easy — it sits in the sweet spot of invoices and payment gateways. You can do a one time or recurring invoice and get paid via PayPal, Square, Stripe, 2checkout, and Razorpay.
Features of Kitchen.co
Here are the many features of Kitchen.co that make it a great tool:
Client Portal:
Kitchen.co offers a centralized client portal where freelancers can manage all client interactions. This portal includes features like secure file sharing, project tracking, and communication channels, ensuring clients easily access essential project information.
Task and Project Coordination:
The platform provides tools like Kanban boards for organizing and managing projects. Freelancers can allocate tasks, set deadlines, and monitor progress, making it easier to stay on top of multiple projects and ensure timely delivery.
File and Document Management:
Kitchen.co supports extensive file and document management capabilities, allowing freelancers to upload, share, and organize documents within projects. This feature ensures all necessary files are stored securely and are easily accessible to both freelancers and clients.
Customizable Templates:
Freelancers can create and use customizable templates for proposals, invoices, and project briefs. This feature streamlines the workflow by reducing the time spent on repetitive tasks, while also ensuring consistency and professionalism in client communications.
Collaboration and Communication:
The platform includes built-in messaging and comment features, enabling real-time collaboration between freelancers and clients. This ensures that all project-related discussions are documented and accessible, facilitating clear and efficient communication.
Pros of Using Kitchen.co
- Simple and intuitive interface for easy project and task management.
- Secure file sharing with organized folder structures.
- Customizable templates streamline proposals and invoices.
- Real-time messaging supports efficient client collaboration.
- Budget-friendly option suitable for freelancers and small teams.
Cons of Using Kitchen.co
- Lacks mobile app, limiting accessibility on the go.
- Limited integration options with other software tools.
Pricing of Kitchen.co
Free Plan: $0/month
The Free Plan is ideal for freelancers just starting out or those with minimal client needs. It supports up to 2 internal users and offers unlimited clients and projects. While the plan includes basic project management and client communication features, storage is limited to smaller file sizes (10MB/file).
Agency White-label Plan: $29/month per internal user (billed annually)
This plan is perfect for growing freelancers or small teams. It includes unlimited clients and projects, 1GB file upload limits, and full white-label customization with custom branding and domain. Additional features like advanced file management and basic invoicing make it a comprehensive solution.
Lifetime Plan Options: $299 one-time payment for 5 users or $599 one-time payment for unlimited users
The Lifetime Plans provide a cost-effective option for those looking for a long-term solution without recurring costs. These plans include all features from the Agency White-label Plan, with the choice of supporting 5 internal users or unlimited users. It’s ideal for those seeking a permanent client portal solution without ongoing fees.
What Users Say About Kitchen.co
Rating on Capterra: 4.9 out of 5
“Great tool for freelancers! “
Overall: So far I have had a positive experience. I would like a longer free trial to really decide if this is the best tool for me and my business.
Pros: If you are a freelancer, this is a great budget-friendly tool for project, client, and task management. And really gives your business/brand a professional polished look. I like the portal feature that gives my clients secure access to project documents/files in one place. I also like folder management which allows me to organize projects and control access levels. And the Kanban boards are great for task management.
Cons: I would like to have more customization features, more plugins/app integrations, desktop notifications/alerts, and the ability to embed more things like loom videos, weblinks, and other apps that I use to run/manage my business. Right now you can only embed short links.”-Lyana H
Key Features to Consider While Choosing The Best Client Portal Software for Freelancers
Selecting the best client portal software can be overwhelming for freelancers. However, focusing on key features can simplify the process. Here are the top features you should consider while choosing the right software:
Client Onboarding
A smooth client onboarding process sets the tone for a professional relationship. Look for software that automates and organizes client intake, making it easy to collect essential details right from the start. For example, automating the intake form process makes sure all necessary information is captured efficiently.
Customization and Branding
Customization allows your client portal to reflect your brand’s identity, which can significantly boost your professional image. A platform that offers extensive customization options, such as adjusting colors, logos, and layout to match your brand, makes every client interaction feel personal and branded.
Document Management and Sharing
Efficient file management saves time and prevents files from getting lost. Opt for software that allows you to easily upload, organize, and share documents with clients. Secure permissions ensure that only the right eyes see sensitive information.
Split Payments
This feature allows clients to split their payments into manageable installments, improving flexibility and improving cash flow for both parties. For freelancers juggling multiple projects, this can be a game-changer in maintaining steady income streams.
Multi-Language Support
Catering to a global clientele? Look for a client portal that supports multiple languages. This feature breaks down language barriers, broadens your market reach, and enhances communication with international clients.
Role-Based Access Control
Securely managing what clients can see and do within your portal is critical. Role-based access control ensures that sensitive information remains protected while still allowing clients to manage their own data and interact with your services efficiently.
What is The Best Client Portal Software for Freelancers?
Agency Handy is hands-down the best client portal software for freelancers. Starting with client onboarding, Agency Handy simplifies the process by automating intake forms. This seamless integration ensures all essential data are captured from the start, setting a professional tone right away.
Transitioning to customization, the platform excels by allowing you to tailor every aspect of the client interface. Whether adjusting colors, logos, or layouts, Agency Handy ensures that each element aligns perfectly with your brand, making every client interaction feel personal and branded.
On the document management front, Agency Handy makes it easy to upload, organize, and share documents securely. This functionality is crucial for keeping sensitive information protected while ensuring that everything your clients need is just a click away.
Moreover, Agency Handy supports split payments—a feature that offers flexibility and helps maintain a steady cash flow, which is vital for freelancers managing multiple projects. The platform also breaks down language barriers with multi-language support, expanding your reach to a global clientele.
Finally, Agency Handy improves your operational efficiency through role-based access control and automated client reports. These features not only save time but also enhance transparency, building trust and keeping your clients well-informed about their projects’ progress.
In summary, Agency Handy integrates these essential features into a user-friendly platform, making it an excellent choice for freelancers aiming to streamline their workflows and improve client relations.
Wrapping up
Choosing the right client portal software can dramatically streamline how freelancers manage projects and client interactions.
Whether you’re juggling multiple projects or expanding your client base globally, a comprehensive solution can transform the way you work, making every client relationship smoother and more manageable.
FAQ
What is the best client portal software for marketing agencies?
For marketing agencies, top client portal software includes Agency Handy, which offers specialized features like project management, integrated communication tools, and task tracking, designed to streamline agency-client collaboration effectively.
Why do agencies need a client portal?
Client portals are essential for agencies because they improve operational efficiency, improve transparency, provide better communication, and support collaboration, ultimately leading to higher client satisfaction and retention.
What makes a good client portal?
A good client portal provides an intuitive user interface, advanced customization options, secure access controls, and seamless integrations with existing tools. It should effectively support communication, file sharing, task management, and invoicing to provide better collaboration and transparency.
Are client portals secure?
Yes, reputable client portals use good security measures, including encryption, strict access controls, and adherence to compliance standards, to protect sensitive data and prevent unauthorized access, ensuring client information’s confidentiality and integrity.
What are the best practices for onboarding clients to a new client portal and ensuring its consistent usage?
Effective onboarding should include clear instructions, comprehensive training resources, and initial support. Communicate the benefits, set expectations for portal use, regularly encourage its use, and solicit feedback to refine the user experience and promote ongoing engagement.
