Does it feel like you’re repeating yourself in meetings?
Or are you frustrated with endless “Did you see my email?” messages?
Well, running a small business often means wearing many hats.
If you manage a team, you know the frustration of miscommunication and wasted time.
With a limited team, keeping all your files, communication, and updates in one place can be a real challenge, especially with clients and the team!
This is where client portals can save the day. They act as a central hub for all things.
No more hunting for emails or chasing down updates – everything is organized in one place.
In this article, we’ll explore 12 of the best client portal options available for small businesses. We’ll break down their key features, pros and cons, and pricing to help you find the perfect fit for your needs.
Quick list of Client Portals for Small Businesses
- Agency Handy: Best all-in-one client portal for digital agencies of all sizes — small to large.
- Service Provider Pro: Best simplified client portal for digital marketing, content creation, and SEO agencies.
- Clinked: Best customizable client workspaces for agencies prioritizing branding and collaboration.
- Copilot: Best for creative agencies with their client feedback and proofing portal.
- Moxo: Best for streamlining business processes with workflow automation client portal.
- SuiteDash: Best comprehensive client management for creative agencies and marketing firms.
- OneHub: Best secure file-sharing client portal for businesses handling sensitive data.
- Zoho Creator: Best low-code client portal for custom business solutions.
- Accelo: Best professional services client portal with project and billing management.
- Fusebase: Best no-code client portal platform with AI capabilities.
- Vcita: Best appointment scheduling client portal for service-based small businesses.
- Zendesk: Best omnichannel customer support client portal for excellent service experience.
12 Best Client Portal Software for Small Businesses [Comparison Table & In-depth Overview]
Small businesses need client portals that will offer a free trial to have a test run of the platform. Moreover, they also need a platform that will allow most numbers of users or team members on affordable budgets. Here’s a brief comparison of the 12 best client portals for small businesses:
| Client Portals | Top 2 Features | Pricing (Starting plan, billed annually) | Number of Users (Starter Plan) | Free Trial |
| Agency Handy | Service catalog Customized workspace | $49/month | 3 | 14-day |
| Zendesk | Omnichannel support AI-powered assistance | $55/month | 1 | Not specified |
| Service Provider Pro | Automated messaging Drag and drop form builder | $99/month | 5 | 14-day |
| Clinked | Version control Activity tracking | $95/month | 100 | 10-day |
| Copilot | Proofing tools Digital contracts | $29/month | 1 | 14-day |
| Moxo | Shared workspace Signature | Not Mentioned | Not specified | No free trial |
| SuiteDash | Appointment scheduling Support tickets | $180/year | Unlimited | 14-day |
| OneHub | Automatic numerical indexing Document watermarking | $20/month | 1 | 14-day |
| Zoho creator | Low-code app-builder Internal tool builders | $8/month | Not specified | 15-day |
| Accelo | Financial insight dashboards Resource scheduling | Not Mentioned | Not specified | No free trial |
| Fusebase | No-code platform AI-powered features | $5.85 | 1 | Not specified |
| Vcita | Appointment-based services Mobile app | $29/month | 1 | 14-day |
This was a sneak peek at the best client portals for your small business. However, for better understanding, you must know them in and out, especially what they offer and how you can get the most out of it.
Let’s get into the details of these client portals.
1. Agency Handy
Agency Handy stands out as a top-tier solution for digital agencies that aims to simplify their workflow and operations. Its stand-out feature is the service catalog system. The service catalog allows you to create your services and manage them easily.
Using the service catalog, you can professionally present your service, complete with pricing and quantity details. The catalog can be shared publicly or integrated into your website. It quickly shows what you’re offering to the clients, making onboarding easier than ever.
Using the platform’s project management feature, you’ll be able to break down client orders into manageable tasks.
On top of that, visual tools such as Kanban boards provide a clear overview of tasks progress and ensure that your projects stay on schedule.
Agency Handy is suitable for all digital agencies of all sizes. Plus, its user-friendly interface and scalable pricing plans make Agency Handy an excellent fit for small businesses.
Overall, Agency Handy presents itself as a powerful and all-encompassing platform for digital agencies. If your digital agency is looking to optimize the process and improve client experience, Agency Handy is the right call.
Features of Agency Handy
We’ll list the key features of Agency Handy that make it stand out as a client portal software for marketing agencies:
Workspace and Customization
First of all, once you sign up, you’ll have to design your workspace. From logos and colors to custom domains and email setups, you can customize everything to enhance your professional image and increase brand recognition.
Service Catalog
When you’re done with your workspace, start by clearly listing what you offer along with a description and pricing for each service with Agency Handy’s Service Catalog. With that, you can offer diverse or specific services to your clients.
Client Onboarding
Once the service catalogs are ready, it’s time to onboard new clients. You can simplify the process by using Agency Handy’s customizable Order and Intake forms to collect all the necessary project details. This is especially helpful for small businesses that are short on staff.
You can offer them the option to check out on their own and send them professional-looking Proposals that are visually appealing.
Client Management
Keeping track of your clients can be a pain! An all-in-one client management system like Agency Handy can save the day. With Agency Handy, you can have a comprehensive view of clients in one place, like their contact information, past projects, and any emails or messages you’ve exchanged.
Project Execution
Using Agency Handy’s order dashboard, with Kanban boards and task assignment capabilities, you can seamlessly execute your project.
Kanban boards breaks down complex works in manageable tasks. You can then assign these tasks to your designated team member. Moreover, using the drag-and-drop feature of Kanban boards, you can change status of your works.
Team Collaboration
While executing projects, you’ll have to collaborate with teams. And Agency Handy nicely solves that. You can assign tasks to your team members, including super admin, assignee, manager, and admin.
Everyone can see the same project view, share files easily, communicate, and exchange feedback without hassle. This eliminates the need for long email chains, facilitating smooth teamwork throughout the project lifecycle.
Client Collaboration
With Agency Handy, you can maintain smooth client collaboration from day one. Using the platform, clients can share their ideas as you work and you spot issues before they grow in the built-in chatbox. So, it helps to keep everyone on the same page.
Delivery and Billing
Agency Handy takes the hassle out of project wrap-ups and billing. As your project is coming to an end, the platform automatically sends out invoices and keeps tabs on payments.
Moreover, you can use the subscription management features to smoothly handle upcoming tasks, keep track of deadlines, and manage billing cycles. Plus, your clients can manage their subscriptions right through the portal. It gives them control and saves you time.
Ticket Management
Agency Handy’s ticketing system neatly sorts all your client issues, making them easy to manage. Each ticket gives you a clear view of the problem, showing who’s asking, which order it’s about, who’s handling it, how urgent it is, its current status, and when it started.
So, you’re always on top of your clients’ needs, making your work more efficient.
Reports and Analytics
Agency Handy gives you a dynamic dashboard for your business. It shows real-time data on revenue, clients, and orders. The dashboard updates all the time, so you always know how your business is doing.
Best Use Cases Of Agency Handy
Agency Handy can be a valuable tool for a wide range of small businesses across various industries, including:
- Design Agencies: If you’re a small or new graphic, web, UI/UX, or branding design business owner, Agency Handy can be an excellent choice. You can manage projects, collaborate with clients, and organize files efficiently.
- Marketing and Advertising Agencies: Small marketing and advertising firms can use Agency Handy to manage campaigns and orders, assign tasks, and communicate with clients seamlessly. This will ensure the smooth execution of campaigns and real-time progress tracking.
- Software Development Agencies: Small software development agencies can utilize Agency Handy’s project management tools to manage software projects.
- Consulting Firms: Management consulting firms and independent consultants can use the platform to manage client engagements, track billable hours, share documents, and maintain clear communication.
- Creative Agencies: Creative agencies often struggle with client management, file organization, and tracking progress to deliver high-quality work. But Agency Handy solves all of that.
- Professional Services: Agencies offering accounting, legal, or financial planning services can benefit from features like client portals, invoicing, and task management to provide a seamless client experience.
Pros
- Centralized platform to work more efficiently and reduce manual tasks for solopreneurs.
- Transparent collaboration with clients lets them participate in projects, give feedback, and track progress.
- Supports multi-language which you can use to provide a localized experience.
- Allows you to control who can access and view sensitive client information.
- File management system to find and share necessary files with clients quickly.
- The ticketing system helps small businesses quickly resolve issues and keep customers satisfied.
Pricing
Agency Handy offers 3 tiers of pricing plans. You can decide which plan to choose according to your business needs:
| Pricing Tiers | Pricing | Users | Features |
| Solopreneur | $69/month $49/month (billed annually) | 3 | Unlimited ClientsUnlimited OrdersCustom brandingTask ManagementInvoicingNotesInternal team Conversation Client Approval |
| Team | $149/month $99/month (billed annually) | 10 | |
| Pro | $199/month $149/month (billed annually) | 30 |
What Do 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
Why Should You Use Agency Handy for Your Small Business?
Many small businesses face problems with scattered tools and high costs. Agency Handy has one platform to make things easier and cheaper. It also helps businesses get more customers.
| Issues Small Business Face | How Agency Handy Solves Them |
| Have to juggle between different platforms | Offers an all-in-one platform to streamline your client’s life cycle |
| Lack of budget-friendly choices | Has the lowest per-user cost, which is only $10. |
| Need to acquire and capture leads to expand business | Easy to create and share customizable forms to capture leads |
| Lack of service offers | Make your service catalog and embed it in your website as well |
2. Zendesk
Do you ever feel overwhelmed managing customer service for your small business? Zendesk can help! It’s a platform that combines customer service and engagement tools, all in one place.
Clients can help themselves with a self-service knowledge base you create, submit tickets through the client portal, and even track the progress of their requests. No more phone tag!
But that’s not all. Even if your staff is small, Zendesk can customize workspaces for each agent and even suggest AI-powered responses to common questions. This frees up your team to focus on the trickier problems that come along.
Overall, if you have a small business and want to give great customer support, Zendesk might be right for you. It can help you take care of your clients in a smooth way, no matter how they reach out to you.
Feature of Zendesk
Here’s what you get from Zendesk’s feature:
Omnichannel Support
Zendesk offers omnichannel support so handles customer inquiries via email, chat, messaging, and social media channels. Omnichannel support streamlines customer service by managing all communication channels in one place.
Agent Workspace
Unified inbox for managing inquiries from multiple channels real-time updates and customizable layout. A unified inbox centralizes customer inquiries and offers real-time updates with a customizable layout.
Knowledge Base and Self-Service Portal
Provide a knowledge base for customers to find answers themselves and a self-service portal for customers to access resources and submit requests. These options empower customers to find answers and submit requests independently, reducing support workload.
AI-Powered Assistance
Use AI for intelligent assistance, such as suggesting responses or automating simple queries. This AI-powered assistance will provide you with an enhanced user experience.
Pros
- Omnichannel support for handling customer inquiries across multiple channels.
- Unified agent workspace with real-time updates and customization options.
- Self-service knowledge base and portal for customers.
- Live chat capabilities for real-time assistance.
- AI-powered assistance for suggesting responses and automating simple queries.
Cons
- Primarily focused on customer support, with limited project management capabilities.
- Potential limitations or additional costs for advanced AI-powered features.
- Lack of native invoicing or payment processing capabilities within the platform.
Pricing
Suite Team: $55/month
You’ll get in this plan a ticketing system, Email, chat, voice, social messaging, and more, a Help Center, AI agents, Prebuilt analytics dashboards, and 1000+ apps.
Suite growth: $89/month
This plan offers everything in the suite team along with multiple ticket forms, light agents, service level agreements
Suite Professional: $115/month
You’ll get everything in suite growth along with custom and live analytics, Side conversations, and skills-based routing.
Suite Enterprise: Customized/personalized proposal
The Suite enterprise plan includes everything in Suite Professional along with eligibility for advanced data privacy and protection add-on, Sandbox,l workspaces
What Users Say About Zendesk?
Rate on Capterra: 4.4 out of 5
“Useful Zendesk
Overall: I can say that Zendesk is very helpful.
Pros: You can easily reply to the customer’s concern.
Cons: Nothing much because there are a lot of tickets you can merge with.”- Abegail M.
3. Service Provider Pro
If you run a digital marketing, content creation, or SEO agency, Service Provider Pro (SPP) is a great fit. It’s an all-in-one platform designed to help you manage your clients, projects, finances, and day-to-day operations more effectively.
Service Provider Pro offers a comprehensive suite of tools designed to improve agency operations and client management. The platform includes customizable order forms for efficient client transactions, a white-label client portal, and project management tools. These help smooth workflow and timely deliveries.
The platform also provides advanced team management features like permission controls and collaboration tools. A built-in help desk facilitates quick and effective handling of client inquiries.
Analytics and reporting functions give valuable information on revenue streams, team performance, and client profitability, allowing for data-driven decision-making and operational improvements.
Service Provider Pro’s integration with third-party tools like ActiveCampaign, Stripe, and Zapier connects seamlessly with existing technology. This further enhances operational efficiency.
However, when we used Service Provider Pro ourselves, what stood out to us was how it simplified our client management processes. The customizable order forms with integrated invoicing were particularly helpful to us. The feature optimized our billing and offered our clients a professional interface.
Compared to Agency Handy, Service Provider Pro offers a broader range of features for overall agency operations and financial management. On the other hand, Agency Handy excels with its service catalog system, allowing easy creation and presentation of services.
Note: Get a better idea about which is the best alternative to Service Provider Pro.
Features of Service Provider Pro
Here is a list of features of Service Provider Pro:
Drag and Drop Form Builder
Create professional order forms without any coding skills. Choose from various field types like text, dropdown, and file uploads. Customize the layout and design to match your brand identity.
Payment Processing
Integrate payment systems directly into your forms. Offer flexible pricing options, including one-time payments, subscriptions, and multi-tiered pricing. Automatically generate invoices for all transactions.
Client Portal
Give your clients a centralized hub to manage their projects. They can view order status, access deliverables, and communicate with your team. The portal is fully customizable to align with your brand.
Project Management
Streamline your workflow with built-in project management tools. Create task checklists, set deadlines, and assign work to team members. Track progress and get notified of important updates.
CRM Functionality
Keep all your client information organized in one place. Track leads, manage contacts, and view detailed activity timelines. Create custom fields to store information specific to your business.
Automated Messaging
Set up automated email sequences to nurture leads and update clients. Customize message content and timing based on client actions. All communications appear personal and come from your domain.
White-Labeling
Make SPP look and feel like your own custom-built platform. Use your domain, add your logo, and customize colors. Create a seamless experience for your clients from order to delivery.
Analytics and Reporting
Get insights into your agency’s performance with detailed analytics. Track revenue, team productivity, and client satisfaction. Export data for custom reporting or stakeholder presentations.
Pros
- Offers a professional, user-friendly interface
- Brings billing, project management, and client communication into one platform.
- Provides excellent customer support.
- Designed to handle an increasing number of clients and team members efficiently.
- With automated processes and centralized data, there’s less room for mistakes.
Cons
- Limited customization option for order forms.
Pricing
Basic: $129/month or $99/month (billed annually)
In the Basic Plan you get up to 5 team members, a custom workspace domain, affiliate and referral tracking, a built-in helpdesk, and a white-label email domain.
Pro: $299/month or $249/month (billed annually)
Along with everything in the basic plan, you also get up to 10 team members, editable client-facing pages, and can create a reseller program.
Plus: $1,500/month
This plan includes up to 50 members, uptime SLA, removing ‘powered by’, priority support via Slack, API access, custom integrations, and custom rules and workflows.
Note: If you’re interested in learning more, check out whether Service Provider Pro’s pricing is worth it or not.
What People Say about Service Provider Pro?
Rate on Capterra: 4.9/5
‘SPP makes running my business so much easier
Overall: Their tool is stable, does what it needs to do, and makes regular updates which is great and their support is one of the best I’ve dealt with using any SAAS tool.
Pros: Just does, what it is meant to do, simple yet effective. It has all the features that you need without all the extra add-ons that you just never need. It makes dealing with my customer’s orders, quick, responsive, and easy for my team and my customers.
Cons: If I could improve anything, I would love to see more features added to make the order forms a little easier to customize and make them a little more unique without lots of coding.’ Robert K.
4. Clinked
Clinked offers a versatile client portal that adapts to your business needs. It’s a secure virtual room where you can effortlessly share files, collaborate on projects, and communicate with your team and clients.
What makes Clinked special is how you can customize it to look like your own brand. You can use your company’s colors, logo, and even your web address. This makes your clients feel like they’re working directly with you, not some third-party tool.
When we used Clinked it changed how we interact with our clients. The customizable workspaces have been particularly valuable, allowing us to create unique environments for each client or project.
These spaces include customized tasks, documents, and communication channels, significantly improving client engagement and satisfaction.
Compared to tools like Copilot that focus on app-specific customization, Clinked emphasizes creating a fully customized client portal. Clinked provides white-label solutions including custom URLs, branded mobile apps, and the ability to customize logos, colors, terminology, and login screens.
Features of Clinked
Here are the features of Clinked that are suitable for small businesses:
Customize Branding
Use your domain name white-labeled mobile app with your branding, send emails from your custom email, and customize the homepage for your group to give your clients an enhanced and personalized experience.
Client Portal
Share and manage files, collaborate on notes and documents, search on notes and documents, manage tasks and projects, and start discussions in their client portal. So, you don’t have to struggle between apps and software.
Communication Tools
Use their real-time communication tools like group chat, one-on-one private chat, and mention people with @name to notify them. This way clients can always keep up to date with their project progress and ask for any queries at any time.
Workspaces
Clinked offers separate customizable workspaces for clients or projects. With the workspace, you get a Kanban board for task distribution. You can also schedule follow-up meetings and approvals.
Version Control
Track different versions of documents, compare versions, and restore older ones. You can even auto-save and recover previous versions to keep up to date about what’s new with the platform.
Activity Tracking
Detailed log of all activities, tracking when users view, download, create, edit, delete, log, and generate reports in CSV format. This helps the client keep track of the progress and everything else.
Pros
- The ability to customize workplaces according to the brand gives a personalized experience.
- Clinked’s interface is very clean, organized, and user-friendly.
- Detailed activity tracking and reporting capabilities.
- Mobile apps are available
Cons
- Limited customization options for the user interface beyond branding elements.
Pricing
Lite: $119/month billed monthly, $95/month billed annually
Includes 100 GB storage, and unlimited guests, white-label for small businesses, files and notes, full-text search, 100 members.
Standard: $299/month billed monthly, $239/month billed annually
Offers all lite features along with tasks, 100 members, 1 TB storage, shared calendar, and discussion, real-time group and 1-to-1 chat.
Premium: $599/month billed monthly, $479/month billed annually
All standard features along with 250 members, 3 TB storage,, custom domain file upload, document watermarking, white-label email notifications and a Kanban board for tasks.
Enterprise: Need to send a proposal
All premium features, 1000+ members, 5 TB storage, White-label mobile app,, single sign-on, Response, Active directory and uptime SLAs option.
What Users Say About Clinked?
Rate on Capterra: 4.8 out of 5
“Clinked for the win!
Overall: I recommend Clinked as a client portal and communication platform.
Pros: I love that I have consolidated multiple tools into one dynamic platform for client confidence, communication, and security.
Cons: I was hoping to have an email aggregate integrated into the platform, but they are designed to replace emails as critical communication. This platform becomes your all-in-one communication hub, so emails will slowly hold less importance.” – Corbin C.
5. Copilot
Copilot is an all-in-one platform to manage clients, deliver services, and get paid while also giving your clients a sleek and branded experience.
The platform allows your clients to review and approve work, provide feedback, and track project progress in real time.
Copilot offers proofing tools for creative assets, real-time collaboration capabilities, and automated workflows for streamlining approvals and revisions. Moreover, Copilot’s custom form builder helps collect client details seamlessly.
While using Copilot, we found their automation feature to be the best. We’ve set up workflows that automatically assign onboarding forms, and send meeting schedule links. This feature even creates leads in Salesforce-based client actions.
Hence, we feel that their automation capabilities will save you countless hours, reduce errors, and create a more seamless experience for our clients.
Overall, Copilot’s automation capabilities significantly enhance efficiency, minimize errors, and elevate client satisfaction.
Feature of Copilot
Here’s what Copilot offers for small businesses:
Messaging App
Messaging apps allow you to communicate seamlessly and securely with your clients. Clients can send messages through the app or reply directly to email notifications. This provides a smooth experience, even for clients who prefer using email.
Profile Manager
Clients can update their address, phone number, and custom fields in their portal. Internal users track updates in real time, reducing the need for frequent forms. This eliminates the need for frequent form submission.
Client Home
Develop a client homepage to automatically fill fields and consolidate notifications for their pending tasks. This will enhance the client onboarding experience and thus improve efficiency.
Billing App
The billing app makes it easy to create invoices and subscriptions for your clients. It provides a straightforward way for clients to pay, view invoices, and manage payment methods.
Files App
Files app allows you and your clients to safely exchange files, links, and folders with each other. Securing file sharing will foster trust and protect sensitive information in client collaboration.
Contracts App
The contracts app streamlines the process of creating, signing, sending, and managing electronic signature contracts in one place. Efficient contract management saves time and reduces errors in business transactions.
Forms App
Forms app allows you to easily gather client details by designing personalized forms with six different question formats and sharing them with your clients. Customizable forms simplify data collection and so improve your client onboarding.
Pros
- A centralized hub for managing all client-related tasks and communication.
- Secure file sharing and storage for seamless collaboration with clients.
- Digital contract management with e-signature capabilities.
- Custom form builder for collecting client information efficiently.
- White-labeling options to reinforce your brand in the client portal.
Cons
- No project management tools for task tracking or collaboration within the portal.
- Limited integration options compared to other platforms.
- Absence of reporting and analytics features to monitor client activity.
Pricing
Starter: $39/month billed monthly, $29/month billed annually,
If you need a client portal for 50 clients and need 50GB of storage, customizable branding, and color scheme, this plan is for you.
Professional: $89/month billed monthly, $69/month billed annually
Includes up to 500 clients and 500 GB of storage, a custom domain, and a custom email domain.
Advanced: $139/month billed monthly, $119/month billed annually
Offers up to 5000 clients and 5 TB of storage, removes ‘Powered by Copilot’, and configures the client’s access permissions.
Supersonic: Customized proposal
You get up to 10,000 clients and 10TB of storage, increased API limits, and the lowest payment processing fees.
What Users Say About Copilot?
Rate on Capterra: 4.9 out of 5
“Super friendly company, and easy to work with!
Overall: Before the portal, I was using WIX to do everything, but it wasn’t the best. I needed a marketing page and a separate account system. This way I can make it look simple for future clients on my marketing page, and then be able to show my clients everything once they are interested.”- Myles D.
6. Moxo
Moxo offers a suite of tools for client management, invoicing, project tracking, and team collaboration.
Its key features include custom branding options, online payment processing, and integrations with popular business tools like QuickBooks and Google Workspace.
Moxo’s drag-and-drop workflow builders with pre-built templates automate processes, a boon for resource-constrained small businesses. Role-based access ensures secure client collaboration.
The best feature that we found while using Moxo is its white-labeled client portals and mobile apps that reinforce branding for a professional experience. Its seamless integration across platforms streamlines work.
Compared to options like SuiteDash which specializes in scheduling, invoicing, and custom branding, Moxo focuses mostly on workflow automation to reduce your back-and-forth hassles.
So, if you are a small business looking to automate your workspace and reduce the hassle to save time, Moxo might be the best option for you.
Feature of Moxo
Here’s what you get from Moxo’s features:
Shared Workspaces
Create shared spaces to interact with customers, vendors, and partners and invite users via email or links (no login needed). Moreover, workspaces can be accessed on the web and mobile.
Automate Workflows
Create customizable workflows using templates and drag-and-drop tools for streamlined business processes. This feature gives you a seamless and smooth experience.
Collaborate and Communicate
Collaborate and communicate with your client by chatting within the context of work, and video meetings. Moreover, you can share documents with annotation tools, screen sharing, and co-browsing.
Manage Documents
Securely request and collect documents, automatically route documents to third-party storage, and track versions and document history to manage your documents in one place.
Onboard and Manage Projects
Automated onboarding workflows, assigned and tracked tasks, used project templates, tracked progress, and generated reports. This feature increases user experience and efficiency with effective onboarding and project management.
User Management
Role-based access control and provision features and set permissions allow specific people to access the information and data. It enhances user management and thus increases efficiency.
Use Your Branding
Customize branding (logos, colors, content) and white-label client portals and mobile apps to give your client’s portals a branded look. This way you can present your brand and maintain a professional image.
Reports and Analytics
Monitor processes, track KPIs, and view completion rates, durations, and team performance to keep track of your project’s progress.
Pros
- Powerful workflow automation with drag-and-drop builders and pre-built templates.
- Seamless collaboration and communication features within project workspaces.
- Robust document management with version control and third-party integrations.
- Role-based access control for secure client and team access.
- White-labeled client portals and mobile apps for a branded experience.
Cons
- The steep learning curve for setting up and configuring complex workflow automations.
- Limited document management features compared to dedicated file-sharing platforms.
- No native appointment scheduling or calendar integration capabilities.
Pricing
Starter
Includes complete interaction suite, acknowledgments, e-signature, file requests, tasks, approvals, workflow builder & templates.
Business
Offers everything in a starter, management reporting dashboard, automations, and third-party actions, usage reports
Enterprise
This plan includes- everything in business, enterprise API,and custom actions. These are the options to add: private cloud deployment and on-premises deployment.
What Users Say About Moxo?
Rate on Capterra: 4.1 out of 5
“Communicate Better with Moxtra
Overall: With our large team of construction workers, we can use Moxtra to effectively keep up with each job that we are working on. Being in the pool industry, we work on up to 10 jobs at a time. By being able to add pictures, files, and chat with the team, we can effectively relay everything needed to everyone without having to use multiple channels of communication” – Brittany H.
7. SuiteDash
SuiteDash provides an all-in-one solution with invoicing, scheduling, ticketing, and more for creative agencies, eliminating scattered tools.
It’s customized for creative agencies, marketing firms, and web design companies. It offers features such as task management, time tracking, invoicing, and client collaboration tools.
The software also offers a branded client portal, online proofing tools for creative assets, and integrations with popular design tools like Adobe Creative Cloud. Moreover, SuiteDash’s custom form generator helps to collect client data and streamline processes.
When we used SuiteDash, what set the software apart for us was its extreme white-labeling capabilities. We were able to create a client portal that looks and feels completely like our own branded platform.
Our clients loved the seamless experience, from logging in to accessing files and communicating with our team. This customization not only elevated our professional image but also streamlined our client interactions.
Moreover, the ability to have everything- from CRM to project management to billing- all in one place has significantly reduced our software costs.
In short, SuiteDash is particularly suited for graphic design studios, advertising agencies, and web development firms.
Feature of SuiteDash
Here are the list of features SuiteDash has to offer for small businesses:
Connect Management
Store unlimited client contacts, group clients into circles for easier assignments, add custom data fields and edit contacts in bulk, track deals through different stages, import and export client data.
Onboarding New Clients
Forms for clients to register themselves or provide lead details, guide new clients through signing documents, filling forms, uploading files, automate workflows by setting up trigger actions, and send automated marketing email sequences.
Client Portal
Customized login page and URL with your branding, white-labeled mobile app for iOS and Android, customized colors, logos, and branding elements, display dynamic data and custom dashboards and secure messaging and live chat with clients
Project Management
Use Kanban boards, project overviews, and task templates. You can also set dependencies, track time, and bill clients. This helps your business to run and execute projects smoothly and meet deadlines.
Invoicing and Payments
Send estimates, and invoices, accept online payments, offer subscription plans, and recurring invoices, store payment details, view billing dashboards, and send proposals for e-signing.
Appointment Scheduling
Offer booking pages and calendar widgets. You can also integrate with calendars, offer appointment types, and allow clients to self-book and cancel. These self-service features streamline the workflow and improve efficiency.
File Management
Offer cloud storage and file transfers, request files and share folders, generate folder structures, and track versions. This document management enhances collaboration and security and simplifies file organization.
Support Tickets
Use Custom inboxes, priorities, and tags, create tickets from emails, and control permissions and access. This feature streamlines customer support workflows and ensures efficient ticket management.
Pros
- Comprehensive client management with custom data fields and deal tracking.
- Streamlined client onboarding with automated workflows and document handling.
- Invoicing and payment processing capabilities within the portal.
- Online appointment scheduling and self-booking for clients.
- Ticket management system for handling client support requests.
Cons
- Cluttered interface with many features, which can be overwhelming for some users.
- Limited customization options for the client portal design and branding.
- Lack of solid knowledge base or self-service resources for clients.
Pricing
Start: $19/month, $180/year, $2140 for a lifetime subscription
If you use this plan you will get 12+ integrated toolkits, unlimited staff/team, unlimited portals, unlimited CRM contacts, extreme white-labeling.
THRIVE: $49/month, $480/year, $2,940 for a lifetime subscription
Everything at the start, Autoresponder drip marketing, Custom folder generators, 500 GB file storage, 1 free wizarding session.
PINNACLE: $99/month, $960/year, $5840 for a lifetime subscription
With this plan, you get everything in Thrive, task dependency logic, trigger/actions automations, 2 TB file storage, and 1 bonus wizarding session.
What Users Say About SuiteDash?
Rate on Capterra: 4.8 out of 5
“Complete CRM and Client Portal Solution!
Overall: It’s a very cost-efficient solution for me, I am an Appsumo purchaser and this deal works at least 4x what I invested for.”- Dr. Ananthashai V.
8. OneHub
OneHub offers a secure client portal and file-sharing platform designed for businesses that deal with sensitive client data.
It provides features like document management, e-signatures, and granular access controls. Some of its special features include advanced security measures, audit trails, and compliance tools to ensure data privacy and regulatory compliance.
To us, the best aspect is the secure, password-protected client sharing to maintain privacy. OneHub’s advanced security features like two-factor authentication and compliance tools provided us peace of mind. Moreover, its intuitive folder structure for file organization boosts productivity for lean teams.
However, there are other software like Zoho Creator which follows a completely different approach. It’s a low-code platform that allows businesses to build custom client portals and applications with its drag-and-drop interface.
Compared to Zoho Creator, OneHub is a secure file-sharing platform with features like document watermarking and folder-based organization.
Hence, OneHub is a perfect choice for you if your business is in industries with strict data privacy regulations, such as legal firms, financial services, and healthcare providers.
Feature of OneHub
Here is the feature list of OneHub for small businesses:
Upload
The best cloud storage solution makes it very easy to upload your files with OneHub’s drag-and-drop feature. Also, keep track of different versions of your files and access them. Uploading your content to OneHub is straightforward.
Customize
Personalize the look and feel to match your brand. Change the logo, colors, and page layouts in your workspaces to create a truly branded experience. You will get a complete white-label experience.
Secure
OneHub’s goal is to provide the highest level of security for your cloud storage. It offers numerous security features to protect your content with ease. With OneHub, your files and data remain well-protected.
Preview
View previews of your files directly in your web browser or on your mobile device. OneHub’s cloud storage system can display previews of the most common file types. With the preview feature, accessing your files becomes seamless.
Collaborate
Keep your clients engaged and informed by using comments and tasks. Stay up-to-date on what’s happening in your workspaces with activity logs and notifications. This makes OneHub’s cloud storage platform even more powerful for teamwork and collaboration.
Share
With OneHub, you can control who has access to what using role-based permissions. You can set these at the workspace level, folder level, or even for individual files. This is because the people you invite can only access the specific documents you want them to see.
Index
OneHub can handle any online data room scenario with ease, thanks to its automatic numerical indexing feature. OneHub’s data rooms are secure and powerful, yet simple and cost-effective to use.
Pros
- Intuitive folder-based file organization and sharing.
- Robust security features like two-factor authentication and role-based permissions.
- Seamless collaboration with Microsoft Office Online and Google Drive integrations.
- Anonymous file sharing through stealth mode.
- Customizable branding options for workspaces and portals.
Cons
- No built-in communication tools like messaging or chat for client collaboration.
- Limited project management capabilities beyond basic task tracking.
- Lack of native mobile apps, requiring access through a mobile-optimized website.
Pricing
Advanced: Yearly- $20/month, Monthly- $25/month
Offers 5 paid users, 1000 total users, 200 workspaces, unlimited cloud storage, enterprise-grade security, and custom branding.
Standard: Yearly- $12.50/month, Monthly- $15/month
This plan includes 3 paid users, 200 total users, 50 workspaces, 1 TB of cloud storage, Enterprise-grade security, Custom branding
Unlimited edition: Yearly- $500, Monthly- $575/month
Includes unlimited paid users, unlimited total users, unlimited workspaces, unlimited cloud storage, custom domain & white label.
What Users Say About OneHub?
Rate on Capterra: 4.6 out of 5
“Solid software, great pick
Pros: I use this software for my small accounting business. I have multiple file structures for different clients and permissions to specific folders for different users. Works great for me and my clients.
Cons: I wish I could nest files inside a folder without making a folder. Newer copies are saved over the previous copy but it remains retrievable unless I elect to delete it limits and restrictions would apply.”- Nicholas S.
9. Zoho Creator
Zoho Creator is a low-code application development platform. So, you can create custom client portals and web applications without extensive coding knowledge.
Moreover, you can easily build customized solutions with Zoho Creator’s drag-and-drop interface and pre-built templates.
Zoho Creator also offers pre-built components, workflow automation tools, and interactions with other Zoho applications.
Having used Zoho Creator for our business, we found its low-code, drag-and-drop functionality to be specifically useful. As a small business with limited coding expertise, we’ve found it incredibly empowering to build our custom client portals and apps.
One feature that stood out for us is the ability to create native mobile apps. Our clients love being able to access their information on the go, and it gives our services a more professional, tech-savvy edge.
However, the visual workflow builder for process automation of Zoho Creator was the real game changer. We’ve used it to streamline several of our internal processes and the efficiency boost has been remarkable.
So, Zoho Creator is an excellent choice for small businesses that need a customized client portal but lack extensive development resources.
Overall, with its user-friendly interface and low-code approach, you can quickly create client portals to improve overall client experience.
Feature of Zoho Creator
Here’s what you get from Zoho Creator:
Visual App Builder
Use the drag-and-drop interface for building simple applications. Moreover, you have the option to create native mobile apps for iOS and Android. So, this feature enhances productivity and client engagement across platforms.
Process Automation
Visual workflow builder to automate business processes, and integration with popular tools like CRM for automating tasks. This feature streamlines operations by automating complex workflows and connecting key business tools.
Reporting And Analytics
Real-time analytics and visualizations and natural language queries for gaining data insights. This feature enables rapid, intuitive data exploration and decision-making.
Portal Builder
Create self-service portals for customers, vendors, and partners, customize portal design, branding, and access controls, and support for web and mobile platforms. The portal builder streamlines interactions and improves user experience.
Internal Tool Builder
Build internal tools for team collaboration and productivity, automate tasks and improve workflows. These internal tools enhance team productivity and streamline operations.
Customizable Systems
Build core systems like CRM, project management, and task tracking and customize them to specific business needs. Custom-built core systems tailored to specific business needs improve operational efficiency and data management.
Pros
- Powerful visual app builder with drag-and-drop interface.
- Ability to create native mobile apps for iOS and Android.
- Robust process automation with visual workflow builders.
- Reporting and analytics with natural language query support.
- Option to build customized core systems like CRM and project management.
Cons
- Limited branding and customization options for the client-facing portals.
- Potential performance issues or limitations for more complex applications
Pricing
- Standard: $12/month billed monthly, $8/month billed annually
- Professional: $30/month billed monthly, $20/month billed annually
- Enterprise: $37/month billed monthly, $25/month billed annually
What Users Say About Zoho Creator?
Rate on Capterra: 4.3 out of 5
“Amazing tool for database creation and application
Overall: The amazing thing about creating applications, rules, and approval flow. The ease of creating tables with its different types of data, the ease of easy or complex calculations. The resources of the mobile application to be able to use it from anywhere.”- Jose F.
10. Accelo
Accelo is an all-in-one client portal, project management, and service operations solutions designed for professional service businesses. It offers features like client management, time tracking, invoicing, and team collaboration tools.
Based on our experience, Accelo has truly transformed how we operate as a service-based small business. Its all-in-one platform has centralized our client management, project management, and other tasks.
We’ve found the automation features particularly helpful in reducing manual tasks and improving our overall efficacy. The ability to integrate Accelo with our other business software has been a game-changer. It allowed us to create a more cohesive workflow.
Moreover, Accelo also offers automation workflows, resource scheduling, and integrations with popular business tools like Xero and Salesforce.
Overall, Accelo is a perfect choice for small businesses that want to streamline their entire service delivery process while providing a seamless client experience.
Feature of Accelo
Here are the features of Accelo:
Project Management
Plan and track projects efficiently, seamlessly transition from sales quotes to project execution, and incorporate sales information for accurate project scoping. This ensures optimal resource allocation, reduces errors, and enhances project success and efficiency.
Client Communication and Collaboration
Clients can access project details, files, and updates. Using this feature your clients can submit tickets or requests. So, it facilitates collaboration between client and project teams.
Billing and Invoicing
Streamlined billing process, generated invoices, tracked payments and managed retainer agreements and recurring billing. This ensures accurate, timely payments and efficient financial management for sustained business operations.
Reporting and Analytics
Generate reports on project progress, billable time, and revenue analyze performance metrics, and identify areas for improvement. This provides insights into performance, financial health, and areas for improvement to enhance efficiency.
Integrations
Seamless integrations with commonly used tools and platforms enhance productivity by consolidating data and workflows. Boosts productivity by consolidating data and workflows through seamless tool and platform integration.
Branding and Customization
Customize the portal with your business branding and provide a professional and cohesive experience for clients. Enhances client experience with a professional, cohesive interface by customizing the portal with your branding.
Mobile Access
Access the client portal from mobile devices and stay connected with clients and the project team on the go. This enables on-the-go connectivity with clients and teams through mobile access to the client portal.
Pros
- Seamless transition from sales quotes to project execution.
- Comprehensive reporting and analytics for project performance.
- Integration capabilities with commonly used tools and platforms.
- Mobile access to stay connected with clients and teams on the go.
- Professional branding and customization options for client portals.
Cons
- Absence of native mobile apps, requiring access through a mobile-optimized website.
- Limited customization options for the client portal design and branding.
- Lack of robust knowledge base or self-service resources for clients.
Pricing
Professional
The plan includes client project management, client sales management, client quote management, time logs, timers, and timesheets.
Business
This includes everything Professional along with client retainer management, client ticket management, shared request inbox, and expenses.
Advanced
This plan includes everything in Business, advanced custom workflows, advanced triggers, and automations.
Elite
You’ll get Everything in elite along with role-based user pricing, divisions module, Unlimited collaborator users, SAML/ enterprise SSO, Premium support with SLAs, and a Dedicated account manager.
What Users Say About Accelo?
Rate on Capterra: 4.5 out of 5
“The Best CRM!
Overall: We’ve centralized several different services into a single place with Accelo streamlining our work and eliminating loss of data.
Pros: Ease of use, completely customizable, thoughtful, and useful features!
Cons: I wish I would have found it so much earlier than I did!”- Meredith C.
12. Fusebase
Fusebase is a no-code platform that allows businesses to create custom client portals, internal tools, and web applications with writing code. It’s a visual builder and pre-built templates make it easy to create designed solutions that meet specific business needs.
Fusebase also offers a drag-and-drop interface, built-in data management, and the ability to integrate with various third-party services.
From our hands-on experience, Fusebase’s no-code mobile app development has been a game-changer for our team.
We’ve been able to create custom client portals with ease, using their pre-built templates without needing any coding expertise. This capability has dramatically expanded what we can offer our clients.
The AI features have been particularly impactful for our small team. The virtual assistants and content generation tools have effectively augmented our capabilities. This allowed us to punch above our weight class in terms of service delivery.
This combination of no-code development and AI support streamlined our processes and opened up new possibilities.
So, we feel Fusebase is an excellent choice for small businesses that need customized client portals but lack extensive development resources.
Feature of Fusebase
Here is the list of features of Fusebase for small businesses:
White-Labeled Real-Time Client Portals
Create a customized, branded client portal to provide a professional experience. Use your logos, and brand color for a personalized experience. Branded client portals offer a professional, personalized experience with custom logos and colors.
Project Management
Ability to manage projects, and tasks, and collaborate with clients within the portal. Fusebase’s project management is the best fit for you if you have a client-oriented business.
Client View Controls And Live Project Tracking
Clients can view project progress and updates in real time. So, this way they are up to date with what’s going on and how long the project will take. Real-time project tracking keeps clients informed about progress and timelines.
Data Collection Via Forms
Quickly create forms to collect data and information from clients and add them to your database. This way you can gather all the required information of the project by the client.
Internal Team Collaboration
Teams can collaborate internally with project management, knowledge base, messaging, and customizable team hubs. Internal collaboration tools streamline teamwork through project management, knowledge sharing, and communication hubs.
AI-Powered Features
Virtual assistants, automated summaries, content generation, and intelligent search powered by AI. AI-powered features enhance productivity through virtual assistance, summaries, content creation, and smart search.
Client Portal Templates
Potentially pre-built templates for specific industries like agencies, consultants, and as such. Industry-specific templates help businesses quickly set up portals tailored to their needs.
Pros
- Extensive integration capabilities with over 2,000 apps and tools.
- AI-powered features like virtual assistants and intelligent search.
- Customizable client portal templates for specific industries.
- Robust progress monitoring and analytics dashboards.
- Internal team collaboration tools like project management and knowledge base.
Cons
- Potential limitations or additional costs for advanced AI-powered features.
- Lack of industry-specific templates or tailored solutions for certain business types.
- Limited integration options compared to more established platforms.
Pricing
Starter: Free
If you need 1 client portal, along with unlimited nested folders, a Powerful editor, a Document scanner, and Shared pages this is the right plan for you.
Standard: $15/month billed monthly, $9/month billed annually
With this plan, you get up to 1 member, 1 workspace, 1 client portal, Unlimited pages, and Search in images and docs.
Plus: Yearly- $12/month, Monthly- $20/month
This plan includes up to 3 members, 5 workspaces, 5 client portals, 20 client accounts, 3 guests per member, Portal access management, Server backups
Premium: $40/month billed monthly, $30/month billed annually
Includes up to 3 members, 15 workspaces, 15 client portals, Unlimited client accounts, 3 guests per member, White label solution, AI included
What Users Say About Clinked?
Rate on Capterra: 4.6 out of 5
“The tab that is constantly open
Overall: My note-taking became smoother than ever. I used to have Evernote back in the day so I don’t honestly know how much Nimbus Note is better than them. I tried Notion and I felt Nimbus Note AI to be better and feel better. About Nimbus Note, I love how I have all my thoughts in one place. It’s like a borrowed brain, to uncluttered mine.”- Pedro P.
11. Vcita
Vcita is an all-in-one client management solution that includes a client portal, online scheduling, invoicing, and payment processing.
Its key features include customizable client portals, automated reminders, and integrated video conferencing.
You’ll also get a mobile app for on-the-go scheduling, marketing automation tools, and integrations with popular calendars and payment gateways.
As service providers, we’ve found Vcita’s all-in-one solution incredibly valuable. It has consolidated our online scheduling, payment processing, and client communication into a single platform. This eliminated the need for multiple tools and simplified our operations.
For us, Vcita has truly transformed how we manage our day-to-day operations. It made focusing on providing quality service rather than juggling administrative tasks easier.
Vcita is perfect for small businesses that provide appointment-based services, such as salons, spas, consultants, and personal trainers.
Feature of Vcita
Here are the features of Vcita for small businesses:
Online Scheduling
Allows clients to schedule appointments, register for events, reschedule, or cancel themselves. Self-scheduling empowers clients to manage their own appointments and event registrations conveniently.
Secure Online
Clients can pay for services upfront or post-meeting via card or PayPal. This is completely secure and safe so clients don’t have to worry much. Secure payment options allow clients to pay easily before or after services.
Direct Messaging
Enables direct communication between clients and businesses via messaging. This way it’s easier to maintain transparency with clients. Direct messaging facilitates transparent and easy communication between businesses and their clients.
Client Dashboard
Provides clients with a friendly dashboard to view recent activities, upcoming appointments, pending payments, etc. A client dashboard offers easy access to activities, appointments, and payments in one place.
Branding And Customization
Small businesses can customize the client portal with their brand colors and logo for a branded experience. Custom branding on the client portal creates a cohesive and professional experience for customers.
Pros
- User-friendly client dashboard with personalized views.
- Seamless online scheduling and appointment management.
- Secure online payment processing through the portal.
- Mobile responsiveness for accessibility across devices.
- Ability to convert the portal into a lightweight mobile app.
Cons
- Absence of project management tools for task tracking or collaboration within the portal.
- Lack of robust reporting and analytics features to monitor client activity.
Pricing
Essentials: $35/month billed monthly, $29/month billed annually
In this plan, you’ll find client management, a Business calendar and online scheduler, Online payment and invoices, a Client Portal, a Mobile app
Business: $65/month billed monthly, $54/month billed annually
This plan includes client management, a Business calendar and online scheduler, Online payment and invoices, a Client Portal, a Mobile app, Multiple staff members
Platinum: $110/month billed monthly, $93/month billed annually
You’ll get everything in business, along with staff roles and permission, Business reports, Automated marketing campaigns, Waitlist management, RSVP, Advanced tax customizations
What Users Say About Vcita?
Rate on Capterra: 4.5 out of 5
“All around perfect solution for all types of businesses.
Pros: I love how this app was thought through very carefully. Everything you need is literally within the app.
Cons: I wasn’t very fond of the lack of offerings for integration. More partnerships would help with that.”- Joshua C.
Key Features to Choose The Best Client Portal for Small Businesses
The right portal can make work easier and help businesses grow. So, you need to make sure that you choose a client portal with the right feature.
For your concern, important features include project management tools, invoicing, branding options, and ways to share services.
Number of Users
Check the number of users allowed to the client portal. It’s because the number of users in a client portal affects how well the platform can handle growth, support teamwork, and provide value to small businesses.
It shows how many team members and clients can use the portal at the same time, which impacts how the company operates and grows.
Workspace
Workspace functionality in a client portal offers a structured way to organize and manage project information.
It lets you create customized spaces for different clients or projects, so all related data, tasks, and resources are neatly arranged and easy to access.
A well-designed workspace helps team members and clients focus on what’s important by minimizing distractions from other projects. This organization makes the portal easier to use, with intuitive and efficient navigation.
Storage
Workspace functionality in a client portal provides a structured environment to organize and manage project information. It allows for creating customized spaces for different clients or projects, ensuring all related data, tasks, and resources are neatly arranged and easily accessible.
A well-designed workspace helps team members and clients focus on what’s important by reducing distractions from other projects. This organization makes the portal easier to use, with intuitive and efficient navigation.
Service Catalog & Easy Sharing
Small businesses need a service catalog in their client’s portals as it provides a centralized and organized way to showcase their range of services, making it easier for clients to understand the offerings.
Moreover, the service catalog has to be shareable so that it is easier to reach clients and promote your services.
Project Management
As a small business owner, you’re likely juggling multiple client projects at once. A customized client portal can streamline this process. This hub offers task management tools, secure file sharing, and instant messaging features.
Integrated Invoicing And Payment Processing
A streamlined invoicing system that allows small businesses to generate professional invoices, track payments, and accept online payments directly through the portal can help improve cash flow management and reduce administrative overhead.
Customization & White-Labeling
The ability to customize the portal’s branding and design elements can help small businesses reinforce their brand identity and create a more professional, cohesive experience for their clients.
Proposal
As small businesses may not have a wider range of services to offer, they should have an option for clients to make customized service proposals. So, having the option of a proposal feature is a must-have.
Choosing the best client portal is important for small businesses. The right one has everything needed in one place. With good features like customization and proposals, businesses can work better and impress clients.
What is The Best Client Portal for Small Businesses?
Agency Handy is an excellent choice for small businesses because it provides an all-in-one solution to manage client relationships effectively.
With its Service Catalog feature, small businesses can present their services professionally and offer flexible pricing options, making it easier to attract and retain clients.
Moreover, with Agency Handy, you can easily promote by sharing on your social media platform or embedding the service profile with your website. You can also share individual service links.
The client onboarding process is now easier with customizable order forms and intake forms, reducing back-and-forth communication and enhancing the client experience.
However, other platforms also offer unique advantages for small businesses. Clinked stands out for its customizable workspaces and strong file-sharing capabilities, making it ideal for businesses that prioritize collaboration and document management.
Copilot, on the other hand, excels in creative workflows with its proofing tools and digital contracts, making it a great choice for design and marketing agencies.
Then, there is SuiteDash, which provides a comprehensive suite of tools, including appointment scheduling and invoicing, making it suitable for service-based businesses.
Wrapping Up
The best client portal for your business ultimately depends on your specific requirements, budget, and industry.
Whether you prioritize security like OneHub, need low-code customization like Zoho Creator, or require specialized features for creative agencies like SuiteDash, there’s a solution out there for you.
As you evaluate your options, consider factors such as ease of use, scalability, integration capabilities, and cost-effectiveness.
Remember that investing in the right client portal can significantly improve your efficiency, client satisfaction, and overall business growth.
FAQs
What is the best client portal software for marketing agencies?
Some popular client portals for marketing agencies include Agency Handy, ClientPoint, Accelo, Wrike, Asana, and Trello. These offer features like project management, communication tools, and task tracking designed for agency-client collaboration.
How can you choose the best client portal?
Check out factors like features, ease of use, scalability, security, integrations with existing tools, and pricing. Find out your specific needs and check client reviews to find the best fit for your agency.
How do you create a client portal?
To create a client portal first choose a suitable platform according to your requirements. Then set up branding, user roles, and access controls. Integrate with existing tools and populate with relevant content and resources. Then finally, train your team and clients on using the portal effectively.
