9 Best Client-Facing Project Management Software

From the moment you had the idea for an agency to the day you started running it, your goal has always been to deliver your services efficiently.

If this is different for you, consider offering unique services. Efficient services are those that meet the needs of your customers.

Your objective has always been to provide your services effectively, from the day you had the concept for an agency until the day you launched it.

Efficient services are those that meet the needs of your customers. If this is different for you, consider offering unique services.

To provide such efficient services, you will need exceptional client facing project management software to deliver project outcomes to your customers on time and within budget.

What is Project Management Software?

Planning, organizing, and allocating project management resources can be done using project management software. While defining tasks and responsibilities promotes teamwork and enables tracking of project progress.

This kind of software allows clients to track the progress of projects, view milestones, communicate with the project team, and sometimes even collaborate in certain aspects of the project.

Project managers may effectively manage time and resources using this software while promoting stakeholder participation.

Why do you need Client-facing project management software?

There are many factors where we need to use project management software to resolve the issues caused. Some of the major constituents are mentioned below.

• To Keep track of your relationship with your customers.
• Time Tracking is rooted in all the projects.
• Allows application of feedback.
• It helps in addressing issues that can arise during your project life cycle.
• It helps in boosting your business loyalty.
• Increases retention.
• Builds your business reputation.

As a result, you should seek out client-facing project management that offers comparable services. The process can be intimidating and exhausting. The same reason I wrote this article: to save you time and money.

Wanna learn more about the top best project management software in 2022?

Let's dive right in!

List of Best Project Management Tools:

1. Monday.com

Monday.com is a great project management application that can manage projects in the cloud. Your team could use it to create project workflows for clients swiftly.

The project management tool facilitates teamwork projects, processes, and everyday work. The project management tool is a good fit for freelancers, small and mid-size businesses, and large enterprises.

You can access the task management tool through the web, Android, and iPhone/iPad.

Check This: Agency Project Management Tool

Features

• Offers training options such as videos, webinars, in-person, documentation, and live online.
• Collaborating in real time with conversation threads.
• A Customizable dashboard is designed for making changes as per Client Requirements.
• Notable integrations include Dropbox, Excel, Google Calendar, Google Drive, Integromat, Slack, and Trello.

Pros

• Easy planning and tracking of activities in the client portal.
• Workflow management and task management.
• Team collaborations and client relationships.
• It offers a free forever plan for up to 2 seats.
• 30-day money-back guarantee.
• It has good customer support options such as phone, email, chat, and FAQs.
• You can embed links in messages.
• Streamlined documentation
• Improved project visibility for your clients
• No credit card is required to access their 14 days free trial.

Cons

• It's not free. You need to pay for a subscription to use it.
• Some users will find the interface to be confusing and challenging to navigate.
• Too many features and options can be overwhelming and complicated.
• Charges per user.
• No client portal, only templates
• No built-in invoicing or ticketing.

Pricing

• Free Plan: For an individual, there is a free plan available throughout the year.
• Basic Plan: Monthly subscription costs $10/seat/month, and Yearly subscription costs $8/seat/month.
• Standard Plan: Monthly subscription costs $12/seat/month, and Yearly subscription costs $10/seat/month.
• Pro Plan: Monthly subscription costs $20/seat/month, and Yearly subscription costs $16/seat/month.
• Enterprises: Contact the sales team for pricing.

2. Wrike

Wrike is a cloud-based collaboration tool and one of the best project management tools. Wrike is a collaboration tool that allows you to manage projects from start to finish by giving you complete visibility and control over tasks.

Wrike provides a unified digital platform where managers and clients can engage in direct communication, eliminating the need for endless email exchanges. This platform is equipped with tailor-made dashboards, reports, and request forms designed to cater to specific managerial and client requirements.

It includes a Gantt chart to help project managers and team leaders collect and organize project requirements.

The Gantt chart is also useful for project planning and visualizing schedules. The project management tool is perfect for small and mid-size businesses and large enterprises. It is supported by platforms such as the web, Android, and iPhone/iPad.

Features

• Organize Team collaborations in client portals.
• Easy project and task management.
• Custom report builder to slice your project data.
• Real-time work updates like commenting and @ mentions.
• Training options such as live online, documentation, webinars, and videos. 
• Easy-to-use user interface with a personal, customizable dashboard.
• Support options include phone, knowledge base, Email/Help desk, FAQs/Forums, chat, and more.

Pros

• Gantt chart allows you to track time, budgets spent on projects, etc.
• It offers real-time workspace.
• Advanced security and protection from SSO and 2FA are used.
• 24/7 support team.
• Flawless poject planning and tracking of activities.
• Notable integrations of over 400+ apps such as Google Drive, Slack, Microsft Excel, etc.
• A free basic plan for unlimited users.
• Free 14-day trial.

Cons

• The customer requires a paid subscription to access key features.
• No client portal, only templates.
• The steep learning curve to get used to all the features and functions.
• Not widely used. It makes it hard to get access to support and training materials.  
• Need to be more reliable in syncing around devices.

Pricing

• Individual: For an individual, there is a free plan available throughout the year.
• Professional: $9.80 per user a month.
• Business: $24.80 per user a month billed annually.
• Enterprise: $45 per user a month. You may need to contact their sales team for accurate pricing.
• Pinnacle: $60 per user a month. Contact the Wrike team for special pricing.

Read Also: Project Management Tool for Web Design Agency

3. OneDesk

OneDesk is a client portal software that supports client projects and offers project management and a help desk. The enterprise-class software aims at helping small and mid-size businesses.

The project management tool is more of a client portal and works more as a ticketing support system, enabling clients to submit requests directly and track their resolution, ensuring transparency and efficiency in client service management.

You will also benefit if you're a freelancer or a large enterprise. The project management tool is more of a client portal and works more as a ticketing support system.

Features

• Most straightforward client-facing project management software.
• Variety of efficient workflows for tickets and tasks.
• Easy management of ticketing and task workflow.
• Easy-to-use user interface and personalized, customizable dashboard.
• Customizable ticket forms in the client portal.
• Quick automation.
• Portfolio management

Pros

• Gantt charts to ease your project management and task assignments.
• Support options include FAQs/Forums, Email/Help Desk, Chat, and Knowledge base.
• Importation of bulk tickets in different formats such as .mpt, .mmp, or.csv.
• Training options such as webinars, documentation, live online, and videos. 
• Notable integrations include Azure Active Directory, Box, Dropbox, FreshBooks, Mailchimp, etc.
• Live-chat messenger for the client portal
• Web widget for your website
• Free trial.

Cons

• It would help if you had a subscription price hence pricey.
• Fewer features, functions, and options.
• It feels more like a help desk than a client portal.
• The UI is outdated.

Pricing

• Basic Plan: Monthly subscription costs $9/seat/month, and Yearly subscription costs $108/seat/year.

Watch this video about Client Management: 5 Best Client Management Software (CRM) in 2023 for Better Customer Relationships - YouTube

4. ManyRequests

ManyRequests is another client portal software primarily designed for agencies. You can use the project management tool for a creative, SEO, and marketing agency. It is also a good fit for offering content writing services.

The project management platform facilitates access to files, reports, invoices, and project details. You can also easily communicate with your team members and clients. 

This synergy allows for streamlined client requests and effective tracking, further enhancing the client's involvement and satisfaction with the service process.

Check This: Advertising Agency Project Management Software

Features

• Easily customizable dashboard.
• You can create onboarding screens.
• Team collaborations.
• Portfolio management and resource management.
• Customizable request forms.

Pros

• Flawless invoicing.
• Embed Airtable.
• It allows Google Data Studio shares.
• Integrations such as Zapier.
• 14-day free trial with no credit required.

Cons

• Very Pricey.
• Very few integrations.

Pricing

• Basic Plan: Monthly subscription costs $129/seat/month, and Yearly subscription costs $99/seat/month.
• Pro Plan: Monthly subscription costs $299/seat/month, and Yearly subscription costs $249/seat/month.
• Enterprise Plan: You need to call in for pricing.

5. Celoxis

Celoxis is an outstanding cloud-based project management solution with client portal capabilities. Celoxis is the best fit for small and mid-size businesses and large enterprises. The project management platform is accessible for free.

The client portal software allows you to choose what your clients want to see. That means you can create a private project management platform only you can access. This synergy allows for streamlined client requests and effective tracking, further enhancing the client's involvement and satisfaction with the service process.

Features

• Easy tracking and assigning of projects.
• Easy to use with a simple interface.
• Team collaboration with resource management.
• Beautiful and customizable dashboard.
• 30-day free trial and a personalized demo.
• Accessible by web.

Pros

• Support options chat, knowledge base, FAQs/Forums, and Email/Helps Desk.
• Training options include in-person, documentation, videos, and live online.
• Gantt chart that can share projects with the entire team.
• Client Portal has a client communication feature with support tickets.
• Notable integrations include MS Project, Excel, QuickBooks Online, Salesforce.com, Google Drive, etc.
• 24/5 customer support.

Cons

• No free plan.
• Quite pricey.
• It takes time to familiarize yourself with its features, opinions, and functions.
• Sharing settings can be complicated.
• It has a limit of 5 users.
• We have limited support options.
• Only accessible through the web.

Pricing

• Saas: $25.00 per user per month.
• On-Premise: $450.00 per user, one time.

6. Client Portal

Client portal for WordPress is one of freelancers' best collaborative project management tools. The management software is also ideal if you're a contractor who wants a perfect way of dealing with your clients. The tool is not technically among project management software tools.

You can use this client portal alongside your favorite project management tools to give your customers a better experience. As a result, the client portal will evolve into a web-based tool. It will leave inside your WordPress site, and you will not need to install another app.

Features

• Easy-to-use user interface with a customizable dashboard.
• Allows you to mark items as complete.
• You get notifications when projects are completed.
• It enables the creation of multiple portals, kanban boards, and projects.
• Request forms, file sharing, due dates, excel spreadsheet, create invoices, interactive Gantt charts, and resource scheduling.

Pros

• Deliver projects on time using the time-tracking feature.
• Key features include unlimited projects, project information, to-do lists, multiple platforms, file sharing, and cloud-based solutions.
• Real-time tracking of project progress.
• It can manage projects and supports tickets simultaneously.

Cons

• Very expensive.
• Available to WordPress site users only.
• Hard to delegate tasks to a big team.

Pricing

• Single site license: $199 a year for one website
• Multi-site license: $399 a year for unlimited websites

7. Walling

Walling is one of the best account management software for organizing work within a simple, intuitive interface.

Task lists, database tables, and the kanban view are a few of the software's sights. It is highly adaptable.

Walling supports the coordination and alignment of agency professionals by giving them a central spot where all of their project responsibilities, ideas, and essential information can be seen.

What makes Walling unique is the capability to arrange tasks, ideas, inspirations, and files side by side so that you can examine the overall scope of your job.

Features

• Kanban View, Gantt Charts, Task Lists, and Database Tables.
• The Project Manager can Assign Tasks, Ideas, Inspirations, and Files side by side.
• The "Team collaborate" is a new feature for managing projects efficiently.

Pros

• This project management software allows the team leads to assign creative assets to each team member.
• The strategic planning method helps the creative team to build a project lifecycle.
• The project management tool improves project planning in the creative team.

Cons

• They need to enhance the Document Management and project management feature.
• Sometimes, the software is slightly slow in performance.

Pricing

• Walling offers a free plan for up to 100 bricks. Paid plans cost $6/user/month.

8. Trello

Trello is one of the best project management software that I have used in the past. Trello is among the best project management software that offers a shareable workspace with your clients. The Trello dashboard provides advanced features and shows the due dates of specific tasks.

The project management software is best for freelancers and small and mid-size businesses. You can also use Trello project management software for your large enterprise.

Trello's versatile chart features, including Gantt, Kanban, and Table views, offer clients a dynamic and customizable perspective of their project's progress, enhancing operational efficiency. 

Features

• These visual tools enable clients to quickly grasp project timelines, task dependencies, and workflow status, fostering better communication and project management outcomes.
• Intuitively simple time tracking feature.
• Supported by the Web, Android, and iPhone/iPad.
• Support options include Email/Help Desk, chat, knowledge base, and FAQs/Forums.
• Training options include live online, videos, documentation, and webinars.

Pros

• Team collaboration.
• Notable integration of 100+ apps such as Google Drive, Slack, Jira, and more.
• Gantt Charts to track progress and create tasks.
• A simple user interface to display client information on the dashboard.
• Free Plan and free trial.

Cons

• Sometimes, it takes work to keep track of all the moving parts and ensure everyone is on the same page.
• It only offers a few customization options.
• Slow and lag at times.
• Not perfect for larger projects.

Pricing

• Standard: $5.00 per user per month.
• Premium: $10 per user per month.
• Enterprise: Starts at $17.50 per user per month, billed annually.

9. ClientVenue

The software product for project management that you have been seeking is Clientvenue. It is your deal-breaker! All marketing agencies should use ClientVenue as their primary project management tool.

The tool is one of the best project management software that provides an in-one-management solution for agencies.The project management platform allows you to assign tasks, split projects, send support tickets, and more.

You can easily communicate with your clients and team members. The team behind this magic project management team is self-driven by a high level of professionalism that is certainly hard to beat.

Pros

• Management of projects and tasks in one place.
• Advanced security.
• Quick automation.
• Easy management of files.
• Honest and affordable pricing.
• Notable integrations such as Slack, Zapier, and Stripe. 
• 14-day free trial.
•  Two months free after subscribing to our annual billing.

Cons

• No possible drawbacks are found in ClientVenue.

Why is ClientVenue the best project management tool?

ClientVenue excels as the best client-facing project management software due to its intuitive client portal that simplifies collaboration and its comprehensive features that ensure clients are fully integrated and engaged in the project's progress. 

It's the go-to solution for businesses seeking to maintain transparency and foster strong client relationships throughout the project management journey.

It would be a big mistake to refrain from purchasing client-facing project management software. Don't watch as your money runs down a draining hole from the money laundering business.

Get yourself unique, tested, and affordable client-facing project management software. We have designed the ClientVenue project management platform based on helping agencies with a never-ending lifecycle of working with clients.

We offer end-to-end solutions for your agency business with automated templates and processes for their clients.

ClientVenue platform feels like home, where you yearn to return when you're away. Why? Because you own it and customize it to your liking.

Today we would like you to move away from clunky generic software or patched-up Google Sheets to a platform designed specifically for agencies.

You should create an account now and take advantage of the beautiful features listed below.

Features

ClientVenue offers a wide array of features to optimize your project management process.

1. Client Onboarding

ClientVenue's project management software streamlines the client onboarding process by providing an intuitive client portal where new clients can familiarize themselves with project workflows, access necessary documents, and set up their preferences for a seamless project initiation.

2. Client Management

The software offers robust client management features that allow for the tracking of client interactions, storage of essential client information, and customization of client access to project data, ensuring a personalized and efficient client experience.

3. Team Collaboration

With a focus on enhancing client satisfaction, ClientVenue facilitates team collaboration through shared workspaces where team members and clients can work together in real time, ensuring that clients are always in the loop and able to contribute to the project's success.

4. Analytics and Reporting

 The analytics and reporting tools within ClientVenue provide clients with transparent and comprehensive insights into project performance, timelines, and budget usage, enabling them to make informed decisions and track the return on their investment.

5. Client Communication

The platform's client communication feature fosters a continuous dialogue between the project team and clients, incorporating feedback mechanisms and ensuring that clients are always heard and their input is valued throughout the project lifecycle.

6.Dedicated Client Portal

 ClientVenue's dedicated client portal is a central hub for clients to access project updates, deliverables, and communications, empowering them with a sense of ownership and engagement in the management of their projects.

7. Domain Whitelabel

 ClientVenue offers a Domain Whitelabel setup feature for clients to design a custom domain.

8. Email Whitelabel

You can rebrand your existing email software platform using our ClientVenue Email Whitelabel feature.

9. Signup Page Customization

 Every company wants to brand its company's logo and customize its website as per market changes. ClientVenue allows its clients to customize their company branding by changing its logo, home page, and company signup page.

10. Personalize Brand Theme Colors

ClientVenue allows its clients to set their brand theme colors even after launching their website in the market. You can change it whenever you want and save the changes to show up on the website page.

11. Page Preview

After choosing your required brand theme colors and selecting the signup page layout, you can preview the changes made using the ClientVenue Preview feature.

Pricing

Client offers two pricing plans and they both come with a full featured 14 day trial.

ClientVenue is incredibly open about its pricing. It offers the most outstanding project management solutions at just and fair costs.

Both plans come with a 14-day free trial, and if you choose their annual subscription option, you also get two months for free.

Read More: CRM Customer Portal

Conclusion

ClientVenue stands out as an exemplary client-facing project management tool by prioritizing client engagement and transparency throughout the project lifecycle.

 Its comprehensive suite of features, from onboarding to analytics, is designed to not only streamline project workflows but also to enhance the overall client experience.

 The dedicated client portal acts as a testament to ClientVenue's commitment to empowering clients with direct access to the information and collaboration they require. 

With ClientVenue, businesses can ensure that their clients are not just spectators but active participants in the project management process.

Get to manage your life. With no drawbacks, ClientVenue is the best client-facing project management software you can use in your lifetime. With a free trial, you can try out the software before committing to paying for it.

Ease your agency's communications and completion of projects in a breeze with ClientVenue Now.