Managing client interactions doesn’t have to be expensive. A free client portal software can save the day and manage tasks like onboarding, communication, and task management.
What’s even better is when these tools offer white-label options, giving your clients a branded experience that boosts trust and professionalism.
To help you find the right fit, we’ve put together a list of the top free client portal software available. Each option combines ease of use, security, and collaboration tools—all while keeping your costs low.
Quick List of The Top Free Client Portal Software
- Agency Handy: Best client portal to create services, onboard clients, organize tasks, and send invoices—all in one place.
- SuiteDash: Ideal for businesses seeking a platform with client portals, CRM, invoicing, and automation.
- Clinked: Perfect for agencies requiring secure file sharing and audit trails with a branded experience.
- Copilot: Best for growing agencies wanting a customizable client portal with automation and integration capabilities.
- SuperOkay: Best for creative agencies and freelancers needing quick client onboarding and branding flexibility.
- Ahsuite: Suitable for agencies looking to embed external tools and provide secure, customizable client portals.
- Softr: A no-code platform to build custom portals with complex workflows.
- Aligned: Best for sales-driven organizations focused on collaborative client interactions and detailed buyer analytics.
Top 8 Free Client Portal Software: Quick Comparison Table
We picked the best client portal software for small business and agencies by considering the value offered at a budget price. Here’s a quick look at the chosen tools:
| Platform | Invoice | Multi-Service Catalog | Subscriptions | Order Management | Productized One-Offs |
| Agency Handy | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| SuiteDash | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Clinked | ❌ | ❌ | ❌ | ❌ | ❌ |
| Copilot | ✔️ | ❌ | ✔️ | ❌ | ✔️ |
| SuperOkay | ❌ | ✔️ | ❌ | ❌ | ✔️ |
| Ahsuite | ❌ | ❌ | ❌ | ❌ | ❌ |
| Softr | ✔️ | ❌ | ✔️ | ❌ | ❌ |
| Aligned | ❌ | ❌ | ❌ | ❌ | ❌ |
Top 4 Client Portal Softwares With Free Trial
Even though these software don’t have a free version, the trial period gives you access to the best features. You’ll also get the time to check the platform thoroughly before making an investment. Here are our top choices:
| Pricing Tier | Agency Handy | SuiteDash | Clinked | Copilot |
| Free Trial Period | 14 days | 14 days | 10 days | 14 days |
| Tier 1 Pricing (Monthly/Annual) | $69 / $49 | $19 / $15 | $119 / $95 | $39 per user / $29 per user |
| Tier 2 Pricing (Monthly/Annual) | $149 / $99 | $49 / $40 | $299 / $239 | $89 per user / $69 per user |
| Tier 3 Pricing (Monthly/Annual) | $199 / $149 | $99 / $80 | $599 / $479 | $139 per user / $119 per user |
| Tier 4 Pricing (Monthly/Annual) | Custom pricing | – | Custom pricing | Custom pricing |
1. Agency Handy
Agency Handy is a powerful client portal that makes it easy to manage services, track orders, and deliver a fully branded experience.
The multi-service catalog is a standout feature, allowing you to showcase your services in customizable tiers. You can present different packages, add-ons, and pricing options, all tailored to client needs. This helps you present your services professionally and drive more client interest.
The platform’s white-labeling features are simple to set up. You can personalize the entire client portal with your brand’s colors, from the sidebar to hover effects and text.
Agency Handy also includes customizable intake forms for collecting client information during onboarding. What sets it apart is its order forms, which allow you to sell one-time services, subscriptions, add-ons, and upsell offers.
Clients can even make payments directly through the form, simplifying the process.
Agency Handy also helps you draft detailed proposals, complete with terms, conditions, and attachments of up to 1 GB, making it easy to share large files.
Beyond onboarding, it functions as a full order management system. You can assign tasks, track project progress with Kanban boards, and monitor order statuses in real-time.
Additionally, the built-in ticketing system ensures you can address client issues quickly. You can assign tickets to team members, track progress, set priorities, and update clients in real time. This feature helps you maintain smooth communication and offer excellent client support.
Overall, Agency Handy is perfect for agencies offering multiple services and onboarding clients. It offers extensive customization, a strong order management system, and ensures no task falls through the cracks.
Key Features of Agency Handy
Agency Handy simplifies client management for agencies and small businesses with a range of powerful features:
White-Label Customization
Agency Handy allows you to create a fully white label experience through a white-label client portal. You can customize every element of the portal, including the logo, colors, and URL. Emails sent to clients, including notifications, proposals, and invoices, can all be customized to reflect your brand’s voice and aesthetic.
You also have control over the visual aspects of the client portal, such as adjusting the sidebar, hover colors, and text, providing a seamless, branded interaction for your clients from the moment they log in.
Read More: What is White Labeling?
Multi-Service Catalog
Agency Handy’s multi-service catalog allows agencies to create and display a variety of service packages, tailored to different client needs.
You can easily present multiple tiers, offer add-ons, and highlight pricing options, giving potential clients a clear understanding of what’s available.
This feature helps agencies showcase their offerings in a professional, organized manner, increasing client engagement and conversions.
Customizable Forms
Agency Handy lets you create intake forms and order forms. With intake forms, agencies can gather comprehensive client information before a project begins, ensuring clarity and alignment.
These forms enable the collection of essential details such as project objectives, timelines, files for reference and budget preferences.
Order forms also capture vital client details, manage service selections, and collect payments. They support multiple service tiers, custom fields, and self-checkout, streamlining the entire order process.
Order and Task Management
With Kanban boards, you can easily visualize tasks, assign them to specific team members, and set deadlines. The platform allows for real-time tracking of task progress, making it easy to spot bottlenecks and take corrective action.
You can break down large orders into manageable tasks, set priorities, and ensure that nothing slips through the cracks.
Client Management
Agency Handy simplifies client management by centralizing all client profiles in one place. You can store essential client details, track communication history, and monitor project progress directly from their profiles.
The platform also allows you to view order history, manage ongoing tasks, and easily access billing information for each client. With real-time updates, you always have the latest data, ensuring smooth client interactions and better service delivery.
Client and Team Collaboration
Agency Handy makes collaboration easy with shared task lists, real-time updates, and built-in communication tools. Your team can exchange files, leave feedback on tasks, and communicate directly within the platform.
Clients can also join the process, review project progress, and give approvals seamlessly. This approach keeps everyone aligned and ensures projects move forward smoothly.
Integrated Ticketing System
Agency Handy’s ticketing system helps agencies manage client issues efficiently by assigning tickets to team members based on their expertise. You can set priorities, deadlines, and track progress in real time.
Each ticket includes a communication log where clients and team members can share updates or attach important files, ensuring clear and organized issue resolution.
Billing and Subscriptions
Once a client buys a service through an order form, the platform automatically creates an invoice for that order. You can customize invoices for both one-time and subscription services.
You can set automatic payment reminders, sending notifications to clients if payments are overdue, every 3, 5, or 7 days. This helps you stay on top of payments without manual follow-ups.
And get paid in PayPal, Stripe, Wise, and manual banking.
Secure Access and Data Management
You can assign specific permissions to team members based on their roles —Super Admin, Admin, Manager, or Assignee. This allows each person the appropriate access level for their tasks.
The platform also uses secure encryption to protect data, safeguarding both client and project information.
Reporting and Analytics
Agency Handy offers detailed reporting and analytics tools to track various performance metrics. You can monitor project completion rates, task timelines, and team productivity, as well as client satisfaction and financial health.
These insights are visually displayed through charts and dashboards, helping you make data-driven decisions to optimize business performance.
Pros of Agency Handy:
- Fast load times offers seamless user experience
- Multi-service catalog allows personalized service offerings
- Access control keeps client information secure
- Generous 20 TB Storage Space
- Professional invoice templates are available
- Supports over 100 currencies for payments
Agency Handy Trial Period:
You can enjoy a 14-day free trial with full access to all features for unlimited users and clients. Once the trial period ends, you’ll have the option to select our standard package or reach out to our sales team to explore additional options.
Agency Handy Pricing:
Agency Handy offers 3 tier pricing plans suitable for businesses of different sizes. Here are the details:
| Pricing Tier | Monthly Price | Annual Price | Users | Features |
| Solopreneur | $69 | $49 | 3 | Unlimited ClientsCustom BrandingTask ManagementCustomizable Invoicing TemplatesNotes, Client & Internal Team ConversationsClient Approval |
| Teams | $149 | $99 | 10 | |
| Pro | $199 | $149 | 30 |
What Do People Say About Agency Handy?
Rating on Capterra: 5 out of 5
“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.
Rating on G2: 5 out of 5
“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.
Rating on Product Hunt: 5 out of 5
“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed
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.” – Vikas Patil
Why Choose Agency Handy As Your Agency’s Client Portal Software?
Agency Handy tackles the typical challenges agencies encounter by offering features that enhance efficiency and simplify workflows. Here’s how it caters to critical agency requirements:
| Desires in a Client Portal | How Agency Handy Fulfills Them |
| Custom Branding & White Labeling | Full white-labeling with branded URLs, logos, and colors for a seamless brand experience. |
| Easy-to-Use Interface | Simple dashboard for easy task management by clients and teams. |
| Service Catalog | Display multi-service packages and pricing for clear client selection. |
| Centralized Communication | Real-time messaging and feedback for efficient collaboration. |
| Custom Forms | Customizable forms to gather client info for onboarding and services. |
| Secure Access & Data Protection | 256-bit encryption and role-based controls for secure data management. |
| File Sharing & Storage | Centralized, secure file storage with 1TB space and 1GB attachments. |
| Task Management | Kanban boards for task tracking and assignment. |
| Automated Billing & Payments | Automated invoicing and payments via Stripe, PayPal, Wise and baking. |
2. SuiteDash
SuiteDash is a comprehensive business management tool that combines several functions into one platform, helping you replace many of your existing tools. It offers features for both client and internal user dashboards, including CRM, billing, project management, email marketing, and even a learning management system (LMS).
The CRM system allows you to easily organize contacts into groups, making it simple to track communication and send messages to multiple clients at once. For billing, SuiteDash integrates with payment gateways like Stripe and PayPal, letting you create invoices and manage payments without hassle.
You can also handle email marketing directly from the platform, eliminating the need for separate software to build and manage campaigns.
While SuiteDash offers a lot of powerful tools, setting it up can be complex. It has a steep learning curve, and building a system that works for your specific needs might take some time. In some cases, you may even need to bring in a tech expert for assistance.
Client onboarding in SuiteDash is more complex compared to Agency Handy. SuiteDash requires configuring workflows and permissions, while Agency Handy simplifies the process, giving clients immediate access to their project dashboard after providing basic information—no additional setup needed.
If you want a straightforward solution that’s easy to start with, SuiteDash might feel overwhelming. But if you need a customizable system that can manage your entire workflow, SuiteDash could be the right tool for you.
Further Read: SuiteDash Review
Key Features of SuiteDash:
SuiteDash offers a variety of features that cater to different aspects of business management, making it an all-in-one platform. Here are the standout features:
Integrated CRM and Client Management
SuiteDash’s built-in CRM seamlessly integrates with the client portal, enabling you to manage all client interactions, files, and project progress from a single, easy-to-navigate platform.
Advanced Project Management Tools
Organize and oversee projects efficiently with tools that allow task assignment, progress tracking, and deadline management, all in one dashboard.
Invoicing and Payment Processing
Simplify your financial operations by generating invoices, managing subscriptions, and integrating with payment gateways such as PayPal and Stripe for seamless transactions.
Dynamic Automation and Workflow Creation
SuiteDash allows reducing manual tasks by automating workflows using SuiteDash’s Dynamic Logic Engine and pre-set Auto Templates.
E-Signature Integration
SuiteDash makes handling documents easier with its built-in e-signature feature. Clients can review and sign contracts right on the platform, so you don’t need extra software. This speeds up approvals and keeps everything in one place.
White Labeling for a Branded Experience
With SuiteDash, you can fully customize client-facing elements, including your client portals’ colors, logos, and dashboard layouts. You can also set up personalized email notifications that reflect your branding, and configure invoices with custom branding and payment options.
Learning Management System (LMS)
Manage onboarding and training programs through SuiteDash’s LMS, allowing you to create courses, training manuals, and educational content for team members and clients.
SuiteDash Trial Period:
With SuiteDash you get a 14-day trial period of the highest tiered plan (Pinnacle) to get the full experience the platform can offer.
Pros of SuiteDash:
- Custom forms can be embedded to client portal for easy data collection
- Two-factor authentication available for secure logins
- Generous storage space of up to 2 TB
- Unlimited portals, internal members, and client contacts in all packages
- Affordable plans offering great value for money
Cons of SuiteDash:
- Time-consuming setup process
- Occasional slow load times
SuiteDash Pricing:
SuiteDash provides a lifetime plan that is a valuable investment, especially if your team can make the most of its vast array of features. Here are the plans to choose from:
| Plan | Monthly Pricing | Annual Pricing | Lifetime Pricing | Features |
| Start | $19 | $15 | $2240 | Unlimited usersbranded workspacebasic project management100GB storageCRMwhite-labeling |
| Thrive | $49 | $40 | $3,940 | Everything in STARTautoresponder drip marketingdynamic proposals500GB storageclient live chat |
| Pinnacle | $99 | $80 | $6,840 | Everything in THRIVEtask dependenciesflow automationLMS2TB storagesupport tickets |
Further Read: SuiteDash Pricing
What Do People Say About SuiteDash?
Rate on G2: 5 out of 5
“The perfect tool for business owners”
What do you like best about SuiteDash?
SuiteDash is a turn-key solution for business owners who are serious about their business. I’ve had SuiteDash for over 4-years and it just keeps getting better. I still haven’t exhauted all of the features. What is even better is they are continually adding new features and responding to requests. The training on the platform is outstanding. My favorite thing about SuiteDash is that it is clearly created by people who run a business. I love the fact that they use the platform to sell the platform and provide support. I am a HUGE fan!
What do you dislike about SuiteDash?
I honestly cannot think of anything that I don’t like. After 4 years of using SuiteDash I am completely satisfied. Anytime that I have needed help or guidance that I couldn’t find in their academy, I was able to get an answer quickly.
What problems is SuiteDash solving and how is that benefiting you?
SuiteDash has enabled me to save money by having all of the tools that I need in one place. This has also saved me time by having everything integrated in one place.” – Anthony L.
3. Clinked
Clinked is a powerful client portal designed for agencies looking to simplify client collaboration. It offers a fully branded, customizable experience, allowing you to match the platform with your agency’s look and feel, while keeping everything organized and secure in one place.
One of Clinked’s biggest strengths is its high level of security. It uses 256-bit SSL encryption, AES-encrypted data storage, and two-factor authentication to ensure sensitive client information stays protected.
It also provides detailed audit trails that let you monitor every action taken within the portal, such as file views, uploads, and downloads. This transparency is especially important if your agency handles confidential data, helping to build trust with your clients.
Clinked also excels in collaboration. It offers customizable workspaces where teams and clients can work together on tasks, share documents, and communicate in real time.
Features like @mentions and group chat make sure everyone stays informed, and the mobile app lets you manage projects from anywhere.
Compared to Ahsuite, Clinked offers a more comprehensive white-labeling experience. With Clinked, you can fully brand the portal, the mobile app, and even set up custom URLs, giving your clients a professional and cohesive experience. Ahsuite, in contrast, limits its branding to basic color and logo changes.
In the end, Clinked is the ideal choice for agencies that prioritize strong branding, top-notch security, and smooth client collaboration.
Key Features of Clinked:
Whether you’re looking for a seamless onboarding experience or secure document management, Clinked offers an intuitive solution. Here’s the best features it offers:
Custom Branding
Clinked allows you to fully white-label your portal with options like adding your logo, custom fonts, and using a personalized domain. It also enables you to modify the user interface, such as renaming navigation items or adding shortcuts.
Secure File Sharing
With support for up to 5GB file uploads and 1TB of storage, Clinked ensures your files are protected using 256-bit SSL encryption and AES encryption at rest.
Document Approval and Version Control
Clinked simplifies document collaboration with a built-in approval process and version control. Both clients and internal users can review, approve, and track different versions of documents and restore previous versions when necessary.
Task Management
Manage projects efficiently by creating tasks, setting deadlines, and assigning them to team members. With task progress tracking and reminders, Clinked ensures that teams stay accountable, and projects move forward smoothly.
Mobile App (iOS and Android)
Clinked’s mobile app allows teams to collaborate from anywhere. Users can upload and share files, engage in real-time chat, and receive instant notifications on their smartphones. The app is fully synchronized with the desktop platform, ensuring seamless access to project updates and team communication.
Audit Trails
Clinked provides comprehensive audit trails for tracking user activities. You can monitor file uploads, downloads, edits, and deletions, ensuring accountability and compliance. This feature helps agencies maintain a transparent record of actions with easy access to activity logs for review.
Client Onboarding
Clinked simplifies client onboarding by automating workflows with integrations like Zapier. You can set up custom forms and automated triggers, collecting client information and syncing it with your internal tools.
This streamlined process reduces manual work, improves data accuracy, and enhances the onboarding experience for clients.
Group Workspaces
Create tailored workspaces for different teams, projects, or clients. Each workspace can be customized with its files, tasks, and communication tools with specific access permissions.
Real-Time Activity Streams
Stay up to date with real-time activity streams that show ongoing changes, updates, and notifications relevant to your projects. Users can filter activity to focus on the updates most important to them.
Virtual Data Room (VDR)
Clinked’s Virtual Data Room provides a secure environment for storing and sharing sensitive documents. It includes audit trails and controlled permissions to safeguard confidential information.
Pros of Clinked:
- Easy and quick setup process
- Seamless sync with Google tools
- Event Calendar keeps the team updated
- Encryption and access control provide maximum security
- Allows clients to leave comments directly on files
Cons of Clinked:
- Offline access is too limited
- Cost goes up with more storage or users
Clinked Trial Period:
Clinked offers a 10-day trial period that offers real time chat, company branding, 100 MB file storage, notes, tasks, shared calendar, up to 10 members (users).
Clinked Pricing:
Clinked offers 4-tiered pricing plans that are fit for small to large businesses with even 1000+ employees.
| Pricing Tier | Annual Pricing | Monthly Pricing | Features |
| Lite | $95 | $119 | White-label Portal for Small BusinessesFiles and NotesFull-Text Search100 Members100 GB StorageUnlimited Guests |
| Standard | $239 | $299 | All Lite features + TasksShared CalendarDiscussionsRealtime Group and 1 to 1 Chat100 Members1 TB StorageYour Own Domain (URL)Audit TrailUnlimited Guests |
| Premium | $479 | $599 | All Standard Features + 250 Members3 TB StorageWhite-label email notificationsCustom domain file uploadDocument WatermarkingKanban board for TasksUnlimited Guests |
| Enterprise | Custom pricing | Custom pricing | All Premium features +1000+ Members5 TB+ StorageWhite-label mobile appActive Directory & Single Sign-OnResponse and uptime SLAsChoice of data center locations (US/EU/Row)Customer Success Manager |
What Do People Say About Clinked?
Rate on Capterra: 5 Out of 5
“A professional portal
Overall: I am very much enjoying using Clinked, and my clients have commented on how they like it too, a great tool for client management.
Pros: Clinked is a fantastic app for freelancers. It provides a really well organised and professional workflow which will save you time and effort.
Cons: The notifications have quite a large delay, though I feel this is due to an issue with my setup.” – Alex P.
4. Copilot
Copilot offers a modern, easy-to-use client portal that helps you manage all your client interactions in one place.
Your clients can easily communicate, upload files, sign contracts, make payments, and view dashboards—all from a single branded interface. This simple and professional setup improves client satisfaction by keeping everything in one spot.
One of Copilot’s strengths is its automation and integration. You can connect with tools like Airtable, Calendly, and Google Docs, making it easy to manage data, schedule meetings, and embed dashboards without leaving the portal.
You can also customize the portal with your own branding and set up custom domains, giving your clients a personalized experience.
The platform integrates smoothly with existing tools through API access and webhooks, and its flexible user permissions give you complete control over access.
Copilot offers advanced task management features like workflow automation, task dependencies, and integrations with tools like Asana, Zapire & Make.
While its competitor, Clinked provides basic task assignments and tracking without automation or integration options. This makes Copilot better suitable for agencies with complex task workflows.
Overall, Copilot is ideal if you run a growing service-based business or agency and need a simple, scalable way to manage client relationships.
Key Features of Copilot:
Copilot offers the flexibility and tools to help you stay organized and efficient when it comes to client management. Here are the top features:
White-label Client Portal
You can fully customize your client portal with your branding, including logos, color schemes, and custom domains. This creates a seamless, professional experience for your clients, helping build trust.
Custom Apps
Copilot lets you create and integrate your own custom apps to fit your specific needs. These apps work directly within the platform, enhancing both client and team workflows with personalized functionality.
Billing App
You can create branded invoices, manage subscriptions, and track payments with ease. The app supports payment methods like credit cards and ACH, giving your clients flexibility and simplifying your financial management.
Secure Messaging
Copilot provides secure, encrypted messaging between you and your clients. Real-time messages and email notifications ensure smooth, protected communication.
Client Home
Each client has a customizable homepage that displays notifications, tasks, and updates. This personalized dashboard keeps them engaged and informed, all in one convenient place.
File and Folder Management
The Files App allows you to securely share and manage files with clients. You can set custom visibility settings, ensuring the right documents reach the right people.
API and Webhooks
With API and webhook support, you can automate tasks and integrate with other platforms. This allows for advanced custom workflows and app development.
Pros of Copilot:
- Quick setup within 2 minutes to open an account
- Visually appealing design with intuitive UI
- Centralized direct messaging clients keep conversations organized
- Automated branded email notifications sent to clients
- Responsive customer support team
Cons of Copilot:
- No file preview without downloading.
- Custom domain not available in Starter plan
Copilot Trial Period:
Copilot offers a 14-day trial period that gives you access to Client Portal, Messaging, Billing, File Sharing, Forms, Contracts, and Helpdesk.
Copilot Pricing:
Copilot offers 4-tiered pricing plans to fit the needs of businesses at different stages of growth. Here are the details:
| Pricing Tier | Annual Pricing | Monthly Pricing | Clients | Features |
| Starter | $29 per user | $39 per user | 50 | 50GB storageCustom brandingMessagingBillingFilesContractsFormsHelpdesk Apps |
| Professional | $69 per user | $89 per user | 500 | 500GB storageCustom domainAPI & webhooksAutomation via Zapier & MakePartner & Custom Apps |
| Advanced | $119 per user | $139 per user | 5000 | 5TB storageRemove ‘Powered by Copilot’HIPAA complianceClient Access permissionsOnboarding assistancePriority support |
| Supersonic | Custom | Custom | 10,000 | 10TB storageIncreased API limitsLowest payment processing feesDistribute users across portalsDedicated success manager & training |
What Do People Say About Copilot?
Rate on G2: 5 out of 5
“Impressive software!
What do you like best about Copilot?
What I love about this product is the design and ease of use. Within a few hours I was able to customize the portal to reflect my brand and even add essential apps for my team and clients to use.
What do you dislike about Copilot?
The fees vary based on the plan chosen, which considering the price of the plans the fees could be simplified at a lower rate.
What problems is Copilot solving and how is that benefiting you?
Its provides me with a single touch point to manage and communicate with all my clients. I’ve even been able I streamline my client onboarding process to collect all forms, content, and data in one location.” – Taresa S.
Top 4 Free Client Portal Software in 2024
If you’re looking for powerful yet budget-friendly tools, these free client portal platforms have you covered. Each one offers essential features to efficiently manage client interactions.
Here’s a closer look at the top 4 free client portal solutions that deliver value without the price tag.
| Pricing Tier | SuperOkay | Ahsuite | Softr | Aligned |
| Tier 1 Pricing (Monthly/Annual) | Free | Free | Free | Free |
| Tier 2 Pricing (Monthly/Annual) | $12 / $9 | $8 / $6.50 | $59 / $49 | $35 / $29 |
| Tier 3 Pricing (Monthly/Annual) | $38 / $29 | $17 / $14 | $167 / $139 | $60 / $49 |
| Tier 4 Pricing (Monthly/Annual) | $146 / $112 | $29 / $24 | $323 / $269 | Custom pricing |
1. SuperOkay
SuperOkay is a white-label client portal designed for creative agencies and freelancers to simplify client interactions. Whether you’re sharing files, getting approvals, or assigning tasks, it helps keep everything in one place.
The platform stands out for its ease of use, allowing you to set up a professional-client portal in just minutes. You get full customization features to match your brand.
SuperOkay also integrates with tools you already use, like Airtable, Figma, Trello, and Google Drive. So you can embed these apps directly into your client portal.
This makes collaboration smoother without switching between tabs or platforms. Additionally, it offers task management and document sharing that keeps both your team and clients on track with project goals.
The platform also supports responsive, real-time document approvals, making it simple to get sign-offs and feedback.
What we loved most is it’s intuitive enough for both tech-savvy and non-tech-savvy users. But there’s a 1-client and 1-project limitation on the free version that makes it unsustainable for businesses.
So, you’ll have to move on to a paid plan if you want a scalable option.
Key Features of SuperOkay:
Here are some key features of SuperOkay that make it a great platform to try for your creative agency.
Custom Branding
SuperOkay allows you to fully customize your client portal by uploading your logos, selecting brand-specific colors, and adjusting fonts. These elements are applied across the client interface, including proposals, forms, and dashboards, creating a seamless and branded experience.
File Storage and Sharing
Offers a centralized file storage system that supports large file uploads and provides secure access. You can organize files into specific folders for different projects or clients, and easily control who has access to them
Smart Document Builder
Smart Document Builder enables you to create templates for frequently used documents like proposals or project briefs. You can set placeholders for client-specific information, making customization quick and easy for each new project.
Task Management
You can create task lists for each project and assign specific tasks to team members. Progress is tracked in real-time, and both clients and team members can leave comments or upload files related to tasks, fostering clear communication and accountability.
App Integrations
SuperOkay integrates with popular apps like Airtable, Trello, and Google Drive, allowing you to embed these tools directly into your client portal. For example, you can sync task lists from Trello or pull in data from Airtable, all while staying within the SuperOkay interface.
Client Approvals
SuperOkay makes it easy for clients to approve documents, tasks, or deliverables right on the platform. Automated alerts notify them when something is ready, and with just one click, they can give feedback or approve the work. This keeps the process simple and efficient.
Responsive Design
SuperOkay’s responsive design ensures that your client portal is accessible and fully functional on any device. Whether clients are using a desktop, tablet, or smartphone, the portal adjusts to the screen size, allowing them to review documents, approve tasks, or communicate with your team from anywhere.
Reusable Blocks
SuperOkay’s reusable blocks feature lets you save commonly used sections like case studies or service descriptions. You can quickly add these blocks into new proposals or documents, saving time and keeping content consistent across all your client materials.
Pros of SuperOkay:
- Accessible on all devices with a mobile-friendly design
- Customize portals with your brand’s logos and colors
- Quickly build documents using reusable content blocks
- Effortlessly onboard clients with a user-friendly interface
- Responsive support team with continuous feature updates
Cons of SuperOkay:
- Lacks a variety of templates for non-marketing businesses
- Can’t move multiple files at once in file management
SuperOkay Pricing:
SuperOkay offers four flexible pricing tiers to suit businesses of any size. Here’s what each plan offers:
| Pricing Tier | Annual Pricing | Monthly Pricing | No. of Clients | Users | Key Features |
| Free | $0 | $0 | 1 | No Team Members | 1 Service1 Page0.5GB10 TasksFile Storage |
| Solo | $9 | $12 | 3 | No Team Members | 3 Pages2GBUnlimited TasksFile StorageCollaboration |
| Solo+ | $29 | $38 | 5 | 3 Team Members | 5 Pages10GBCustom DomainFull White Label |
| Business | $112 | $146 | Unlimited | Unlimited Team Members | Unlimited Pages1TBFull White LabelDedicated Support |
What Do People Say About SuperOkay?
Rating on G2: 5 out of 5
“Clean clear client portal that makes reporting a dream.
What do you like best about SuperOkay?
Lovely clean, and professional client portal to automatically share information.
What do you dislike about SuperOkay?
That the iframe code has to be manually applied at the moment for many embeddable URL links.
What problems is SuperOkay solving and how is that benefiting you?
It helps get my clients to access to my service records whenever they like without me needing to do anything manually.” – Josh V.
2. Ahsuite
Ahsuite is a client portal software that consolidates task management, client communication, approvals, and file sharing into one secure platform. It’s designed to streamline the client experience by centralizing everything in one place, making collaboration and project management seamless.
You can set up a portal to assign tasks, manage file sharing, and track client approvals. Ahsuite allows you to embed a variety of content like Google Sheets, Figma files, and other applications directly into the portal.
This feature, combined with the ability to categorize and organize embedded items, ensures a personalized and streamlined user experience.
Ahsuite also offers task management capabilities with features like task templates, subtasks, dependencies, and checklists with due dates.
The platform also includes powerful security features like 256-bit encryption for password management. This ensures that client credentials for social media accounts or web servers are securely stored and shared.
For example, once a design draft is uploaded for approval, Ahsuite automatically notifies the client, who can approve it directly within the portal.
Compared to competitors like SuperOkay, Ahsuite offers more generous options, including a free plan that allows for up to 10 client portals, making it an excellent choice for growing businesses.
With its combination of secure client management and task tracking features, Ahsuite is an affordable and practical option for businesses looking to scale their client operations.
Key Features of Ahsuite:
Ahsuite offers versatile features that are useful for small to medium agencies. Here are the top capabilities of the platform.
Client Portal
Ahsuite provides a centralized client portal for sharing reports, presentations, and assets. Clients can easily log in to access key documents and project updates, reducing the need for back-and-forth emails. The interface is intuitive, allowing clients to navigate between different reports and files seamlessly.
Embed Anything
Embed third-party tools directly into the client portal using iframes. You can embed visual tools like Looker Studio, Figma, Google Workspace, and more. This feature makes it easier to integrate design files, spreadsheets, or analytics reports into one platform without switching between apps.
Secure Messaging Portal
Ahsuite’s secure messaging system ensures encrypted communication between clients and team members. The platform supports both one-on-one and group messaging, and file attachments can be added for enhanced collaboration.
All conversations are stored within the system, ensuring easy access to past communications and maintaining an organized record of interactions.
Password Management
Ahsuite utilizes 256-bit encryption for secure password management. You can safely store and share passwords for social media accounts, servers, or other platforms directly with your clients or team members.
This eliminates the need for insecure password-sharing methods and ensures that sensitive login details are always protected.
Client Approvals
Simplifies client approvals by providing a direct, secure method for reviewing and signing off on documents or tasks. Clients can view the materials inside the portal and approve them with a single click. This feature minimizes delays in approval processes and keeps projects moving forward efficiently.
Work Journals
The work journal feature allows team members to create time stamped logs that document project progress. Each update is recorded in the journal, providing clients with a detailed history of work completed.
Customizable Client Portals
Ahsuite enables you to create personalized client portals tailored to your brand and industry. Whether you’re an agency, freelancer, or law firm, you can customize the portal with your logo, colors, and other branding elements to give your clients a professional, consistent experience.
Task Management with Dependencies
Ahsuite’s task management feature supports creating task templates, assigning subtasks, and setting task dependencies. The calendar view allows you to monitor task deadlines and progress. This makes it easier to manage complex projects where certain tasks depend on the completion of others.
Reply by Email
Ahsuite allows users to respond to portal messages directly via email. When clients or team members reply to messages from their inbox, their responses are automatically integrated into the Ahsuite messaging system.
Pros of Ahsuite:
- Extensive client collaboration features
- Easy to set up and customize client portal
- Work journals for teams to measure daily progress
- Video and text-based learning resources for easy onboarding
Cons of Ahsuite:
- Webhook and task setup is complex for beginners
- UI design not user friendly
Ahsuite Pricing:
Ahsuite offers a 4-tier pricing plan that caters towards businesses of small to medium sizes best. Here’s an overview of each plan:
| Pricing Tier | Monthly Pricing | Annual Pricing | Users | Features |
| Starter | Free | Free | 1 User | Embed anything in a client portalAssign TasksShare FilesSend MessagesUp to 10 Portals |
| Grow | $8 per month | $6.50 per month | 1 User | Embed anything in a client portalAssign TasksShare FilesSend MessagesUnlimited Portals |
| Professional | $17 per month | $14 per month | 1 User + Internal Network | The benefits of Starter plusJournalsPassword ManagerPersonal ProfileUnlimited PortalsAccess the internal user network |
| Agency | $29 per month | $24 per month | 1 User + Sub-Users ($8 ea/mo) | The benefits of Professional plusWhite Label with Custom DomainAdd private Sub-UsersUnlimited Portals |
What Do People Say About Ahsuite?
Rate on G2: 4.5 Out of 5
“Free, Easy to use, and great support.
What do you like best about Ahsuite?
Greg, the founder, is extremely helpful and active in the community. The price is extremely affordable. The software is also pretty intuitive.
What do you dislike about Ahsuite?
There are fewer features than other softwares. The UI is a bit rough around the edges as well.
What problems is Ahsuite solving and how is that benefiting you?
Ahsuite allows me to effectively communicate with my clients, and communicate through an independent channel through messages, slideshows, and links” – Tommy C.
3. Softr
Softr is a no-code platform that helps you build custom client portals, internal tools, and apps. It works with existing data from sources like Airtable and Google Sheets.
Using Softr’s drag-and-drop builder, you can quickly create fully functional portals and business apps without any coding.
One of the key features is its easy client portal setup, allowing you to pull data from multiple sources like PostgreSQL or MySQL. Softr also provides pre-built templates, responsive designs, and strong user permissions to ensure that both your team and clients have a secure and smooth experience.
Softr’s standout feature is its dynamic building blocks, such as lists, forms, tables, and charts. These blocks let you create interactive portals with ease, even if you don’t have coding skills.
It also offers granular permission controls, so that only authorized users can access sensitive client data, giving you more control over security and customization.
Compared to Ahsuite, Softr allows for more complex and highly customized portals for larger organizations. Ahsuite, in contrast, is better for smaller teams or freelancers who need a quick and straight-forward solution.
If your business requires more flexibility and customization in client portals, Softr is the better choice, especially for teams with complex workflows.
Key Features of Softr:
Softr is a platform that offers a high level of customization to its users that will benefit businesses that need to organize their complex workflow. Here’s a look at the features:
Client Portals
Build custom-branded portals with secure access to reports and real-time updates from tools like Airtable. This centralizes communication, making it easier for clients to access important information in one place.
No-Code App Builder
Softr’s drag-and-drop builder includes 100+ pre-built blocks like forms, charts, and lists. Users can create apps without coding, speeding up development while saving costs.
Data Integration
Connect to popular data sources like Airtable, Google Sheets, and HubSpot to ensure real-time data syncing. This keeps apps up-to-date without manual intervention.
Granular Permissions
Set detailed access controls, allowing specific users to view or edit certain data. This feature enhances security by controlling who has access to sensitive information.
Project Management
Manage timelines, tasks, and updates within the portal itself, keeping both teams and clients in sync. This feature eliminates the need for third-party project management tools.
Billing & Payments
Generate invoices and process payments via Stripe or PayPal directly through the portal. This simplifies financial management by integrating billing with other portal features.
Mobile-Ready Apps
Softr apps are automatically optimized for mobile devices, ensuring smooth access across all platforms. This ensures both teams and clients can use apps anytime, anywhere.
Conditional Forms
Dynamic forms that adjust based on user inputs streamline data collection. This makes processes like onboarding or feedback gathering more efficient.
Community Hubs
Create secure, member-only areas for resource sharing, discussions, and job boards. This feature helps businesses foster engagement in a gated community setting.
Custom Code Support
For advanced users, Softr allows custom JavaScript and CSS, enabling deeper customization and functionality for apps. This flexibility ensures your apps can meet specific business needs.
Pros of Softr:
- Simple, intuitive interface with affordable pricing
- Plug-and-play blocks for fast design
- Quick load times and prompt response
- Live sync with Airtable for real-time updates
- Responsive to community feedback
Cons of Softr:
- Limited design and layout customization
- Occasional performance and speed issues
Softr Pricing:
Softr offers a generous free plan along with four other paid plans. Here’s an overview of the platform’s pricing:
| Pricing Tier | Monthly Pricing | Annual Pricing | Key Features |
| Free | Free | Free | 1 published app10 app usersAirtable & Google Sheets integrationsList & Table blocksCustom domain |
| Basic | $59 | $49 | 3 published apps20 app usersKanbanPaymentsCustom codeEmbed Softr apps externallyCustom email sender |
| Professional | $167 | $139 | Unlimited apps100 app usersConditional FormsCharts, Calendar, Comments, API callsE-signatureRemove Softr branding |
| Business | $323 | $269 | Unlimited apps2500 app usersAdvanced data sourcesGlobal data restrictionsSSODomain-restricted sign-up |
| Enterprise | Custom pricing | Custom pricing | Unlimited appsCustomize user limitsDedicated success managerCustom invoicingSSO |
What Do People Say About Softr?
Rate on Capterra: 4 out of 5
“A good balance between functionality and ease of use in a no-code product
Overall: I got a fully function and relatively complex user front-end for our Airtable data fully built and configured within a couple of days with zero coding, that’s just incredible!
Pros: Flexible enough to design almost all front-end interfaces you’d need for your data to be accessed by external users
Cons: There are still few rough edges, but as it’s a new and fast-growing company I expect they will be ironed out.” – Evan P.
4. Aligned
Aligned offers a client portal that makes customer collaboration simple. With customizable templates, real-time collaboration, and advanced permission settings, it keeps all stakeholders on the same page and streamlines client interactions.
One of Aligned’s key features is its Mutual Action Plans (MAPs). These plans allow teams and clients to assign tasks, track progress, and manage timelines together. MAPs boost transparency, ensure accountability, and help speed up project completion with automatic reminders and shared updates.
Another powerful tool Aligned offers is its analytics feature. It tracks how buyers interact with content, tasks, and discussions. This gives you insights into buyer behavior, helps identify hidden stakeholders, and sends real-time alerts on activity to prevent deal loss.
You can also create personalized workspaces for each client, cutting down on email clutter and making sure everyone has access to the latest information.
Compared to SuperOkay, Aligned offers more advanced analytics and buyer visibility, especially with its detailed engagement tracking. While SuperOkay focuses on simplicity and flexibility for agencies, Aligned is better suited for sales-driven teams looking for actionable data.
In short, Aligned is ideal for sales and customer success teams that need a comprehensive collaboration tool. It’s perfect for managing deals and boosting customer engagement, making it a valuable asset for organizations focused on driving revenue.
Key Features of Aligned:
Aligned has features that enhance communication, speed up decision-making, and simplify complex sales processes. Here are the features given below:
Client Collaboration Portal
Offers a unified workspace for file sharing, task management, and real-time communication. It replaces scattered email threads and ensures centralized accessibility.
White-Labeling
Aligned’s white-labeling feature allows you to deeply customize your client portal by integrating your branding elements like logos, domain names, and color schemes. The platform also allows for branded email notifications, ensuring that all communication, from task updates to document requests.
Mutual Action Plans (MAPs)
Assign tasks, set timelines, and track milestones collaboratively with clients. MAPs create accountability on both sides, speeding up deals and onboarding processes for efficient project completion.
Permission-Based Access
Set granular permission controls to tailor visibility and editing rights for team members and clients based on roles. It ensures sensitive information is protected and access is properly managed, something that’s essential for many agencies.
AI-Powered Buyer Insights
AI-powered buyer insights provide sales teams with valuable data by monitoring how buyers interact with shared content. This technology tracks engagement metrics, views, and behavioral signals, enabling teams to understand client preferences and adapt their strategies in real-time
Embedded Video Communication
Aligned allows you to embed videos directly into workspaces, making it easy to share product demos, messages, or tutorials. This keeps communication interactive and engaging without needing to switch platforms.
Stakeholder Management
Track and manage all key stakeholders in one place. Identify hidden decision-makers, enhance multi-threading, and ensure proper engagement throughout the project or sales process.
Document Version Control
The platform automatically handles document version control, ensuring all participants are always working with the most up-to-date files. This eliminates confusion and keeps everyone aligned, with easy access to previous versions if needed.
Mobile Optimization
Fully optimized for mobile devices, the platform allows seamless access to projects, documents, and communication on the go. Whether you’re reviewing files or collaborating with your team, the mobile-friendly interface ensures a smooth experience from anywhere.
Pros of Aligned:
- Virtual Reality for immersive experiences
- Easy-to-use, customizable sales platform
- Strong customer support and analytics
- Increased customer engagement and productivity
- Simplified client onboarding with shared rooms
Cons of Aligned:
- UI and technical improvements needed
- Occasional document upload speed issues
Aligned Pricing:
Aligned offers flexible pricing plans to suit teams of all sizes, from individuals to large enterprises. Here’s a breakdown.
| Pricing Tier | Monthly Price | Annual Price | Features |
| Starter (Free Forever) | $0 | $0 | 3 rooms per seatRoom analyticsPersonal domainSecured room share |
| Basic | $35/seat | $29/seat | Unlimited roomsTask manager5GB content storagePrioritized customer support |
| Pro | $60/seat | $49/seat | Gong integrationSection templates1TB content storageSecured tabsGroup filters |
| Enterprise | Custom Pricing | Custom Pricing | CRM integrationAligned AIInternal commentsManager’s dashboardAdvanced content analyticsSSODedicated customer success |
What Do People Say About Aligned?
Rate on Capterra: 5 out of 5
“A Must Have Tool in SaaS Sales
Pros: Both the UI and the templates function are intuitive and easy to get value from. Analytics uncovered many insights we would’ve otherwise missed. Integrations with external tools and the content library made creating high quality pages easy and quick.
Cons: We’d love to get the ability to add more text segments, my understanding is that this is being worked on.” – Eran D.
How to Choose the Free Client Portal Software for Your Agency
There are a few important factors to consider when choosing a client portal. Getting these right can make all the difference in delivering a smooth experience for both your team and your clients.
1. Customization Capabilities
Your client portal should clearly reflect your brand identity. Features like adding your logo, choosing color schemes, and using custom domains can help create a seamless, branded experience for your clients. These customization options not only show professionalism but also build stronger brand recognition.
2. Centralized Communication
A client portal should act as a hub for all client communications. Whether it’s sharing project updates, exchanging messages, or reviewing feedback, having everything in one place reduces the back-and-forth of emails. This helps trace conversations as well.
3. Client Collaboration Tools
A good portal enhances collaboration. Look for features like document sharing, task assignment, and project tracking that allow your clients to work alongside your team.
Collaborative tools foster transparency, enabling clients to stay informed and actively participate in project progress, which leads to stronger relationships and better project outcomes.
4. Client Self-Service Capabilities
Clients appreciate autonomy when it comes to accessing their own data. A portal that allows them to view progress, download reports, approve documents, or even pay invoices independently can greatly enhance their experience.
By reducing the need for constant back-and-forth, it improves efficiency and satisfaction.
5. Client Onboarding and Training
The client portal should simplify onboarding. Features like customizable intake forms and guided tutorials can streamline the process for both your agency and the client.
An easy-to-navigate portal with resources for training ensures that clients quickly get up to speed, reducing their dependency on support while improving overall client engagement.
6. Client Privacy and Permissions
Privacy is essential, especially when dealing with multiple clients. The ability to customize access levels ensures that clients can only view the information relevant to them. This feature helps in maintaining confidentiality and protects sensitive data from being shared accidentally between clients.
Why Client Portal Software is a Must for Growing Agencies?
Client portals are a must for agencies because they make managing projects and communicating with clients easier. With a single platform for project updates, file sharing, and task management, you can avoid the hassle of constant emails and keep everything organized in one place.
These portals also help improve client involvement. Your clients can log in anytime to check progress, approve documents, or leave feedback. This level of transparency strengthens relationships and builds trust.
By centralizing project information, client portals make it easier to manage multiple clients and ensure everyone stays on track with deadlines. This boosts productivity and allows you to deliver better results, faster.
Simply put, client portals make collaboration smoother and more efficient for both you and your clients.
So, Which Free Client Portal Software is The Best?
If you want a complete solution with advanced features, Agency Handy stands out. It provides customizable branding, task management, invoicing, and real-time communication—all in one platform.
Everything your agency needs is in one place, making your operations smooth and efficient.
Agency Handy is built to grow with you. Whether your agency is small or expanding, its flexible tools will adapt to your needs, offering a reliable long-term solution.
For a free option focused on collaboration, Aligned is a solid choice. It offers real-time communication, task tracking, and Mutual Action Plans (MAPs) to ensure accountability.
Its user-friendly interface keeps everything organized, making it perfect for agencies that value close collaboration without any upfront cost.
Final Words
In summary, free client portal software may have some limitations, but they’re a great way to start if you have a smaller client base.
These tools offer essential features like branding options, secure file sharing, and task management, helping you run your operations smoothly without extra costs.
Whether you’re a small agency or growing fast, platforms like Agency Handy offer powerful solutions to meet your needs.
With the right client portal, you can deliver a seamless, professional experience that strengthens client relationships and helps your business grow.
FAQs
How do you create a customer portal for free?
You can create a free customer portal using tools like SuperOkay, Ahsuite, and Softr, which offer free plans. These platforms provide essential features like file sharing, task management, and communication tools, making it easy to set up a client portal at no cost.
Is there a chat function in SuperOkay?
SuperOkay doesn’t have a traditional chat function but allows communication through comments within documents. You can also send status updates or notes to clients via documents and create Action Items to ensure tasks are completed efficiently.
Can I use client portals for multiple clients?
Yes, most client portal platforms allow multiple client access. Free plans restrict the number of clients you can invite but Aligned offers unlimited invites. With paid plans, you typically get unlimited client portals.
Can I customize my client portal?
Yes, most client portals offer custom logos, colors, and even custom domains. This ensures your portal aligns with your brand, creating a professional and cohesive client experience. With Agency Handy, for example, you can fully customize everything from the URL to the interface, making it feel like an extension of your agency while enhancing client trust and engagement.
