Top 6 Free Client Portal Software That You Must Try in 2023

If you manage a business, chances are you've heard of client portal software. But what is it? In a nutshell, client portal software is a way to manage your clients and their data in one central place.

Think of it as a hub for all things related to your clients. You can use client portal free software to store client contact information, manage client projects, and even accept payments.

Free client portal software can be a lifesaver for busy business owners. It's an excellent way to keep track of your clients and their data, and it can help you streamline your workflows.

In this article, I will discuss the top 6 free client portal software you should try today.

What is client portal software?

Client portal software is a kind of software that provides a secure communication channel and interface for clients and businesses. This software typically includes features such as a secure login page, client management, document storage, and file sharing.

Client portal software can be used for various purposes, such as project collaboration, customer support, and invoicing. This type of software can be used by businesses of all sizes, from small to enterprise companies.

Client portal systems can be valuable for businesses and their clients. This software can help businesses improve communication and collaboration with their clients while providing a secure and convenient way for clients to access their documents and files.’

Benefits of client portal software

You and I both know that time is money. And as a business owner, you're always looking for ways to save time and improve efficiency. That's where a free client file sharing portal comes in.

A client portal is a software application that allows you to securely and efficiently manage your client relationships. It gives you and your team a central place to store and share information and enables you to work together more effectively.

Here are just a few benefits of using client portal software:

1. Save time with centralized information

Secure all your customer data with free client file sharing portal store in one central location. That means you can save time searching for files or tracking down emails. Everything you need is at your fingertips.

2. Improve communication with your team

A client portal free software enables you to communicate easily with your team. You can share files, assign tasks, and leave comments. This helps to improve efficiency and communicate effectively.

3. Increase transparency and customer satisfaction

When you use a client portal free software, your clients can see what you're working on and how progress is going. This increases transparency and builds trust.

4. Streamline your processes

With a free client file sharing portal, you can automate tasks and processes. For example, you can set up automatic client meetings or payment reminders. This saves you time and ensures that things are done consistently.

5. Get feedback and improve your services

A free client file sharing portal gives you an easy way to get feedback from your clients. You can use this feedback to improve your services and make your clients happier.

Things to consider when choosing a free client portal software

As a business owner, you want to ensure your client portal free software is working to its full potential. When selecting the best program for you, take into account the following factors:

1. Ease of use: You'll want to choose easy software for you and your clients.

2. Functionality: Make sure the software you choose has all the features you need.

3. Price: Free client portal software is available, but you'll want to ensure it meets your needs before committing to it.

4. Support: Choose software that offers excellent customer support in case you have any questions or problems.

5. Security: Ensure your chosen software protects your clients' information.

Best Free Client Portal Software

1. ClientVenue

ClientVenue is a customizable online client portal that helps users manage client projects, build client portals, collaborate with their team, and keep track of project progress.

ClientVenue features a free customer portal, file sharing, client communication, projects, invoicing, and many other features. The versatility and suitability of ClientVenue for both small and large businesses are of its essential qualities.

Through a secure interface, ClientVenue allows you to manage client requests and projects from anywhere.

 Features

• Brand customization
• Task management
• Resource management
• File sharing
• Client onboarding
• Storage space
• Custom domain
• Client requests
• Secure portal

Pros 

• Although software solutions may occasionally lack project templates, in this case, you can create your own and customize it to meet your needs.
• The management of clients, teams, reports, resources, customers, and marketing firms is made simpler by ClientVenue.
• You won't have to pay much upfront because ClientVenue is reasonably priced.
• With ClientVenue, keeping organized and on schedule is simple so you can complete your projects on time and within your planned budget.

Cons

I've used it for a while now, I haven't encountered any problems or complaints.

2. Accelo

Accelo is a built-in business service software. It is a complete, expert business management service. It's easy to communicate with each prospect and obtain payments. Thanks to it, you can use the cloud to manage your business.

Features

• Project management
• Ticket management
• Advanced reports and analytics
• Customer billing and invoicing

 Pros

• Accelo is a very user-friendly free customer portal. Even if you're not tech-savvy, you'll be able to figure out how to use it without any problems.
• Accelo offers many features, including project management with invoicing, and time tracking. You can get everything you need in a single place.

Cons

• The software can be overwhelming at first. There's a lot to explore and getting used to all the features can take some time.
• The customer support team is sometimes the quickest to respond. If you run into any problems, you may have to wait a while for help.

3. Clustdoc

Clustdoc is a simple yet efficient tool for client onboarding and process automation. Request and manage any person's information, payments, and e-signature from a secure, branded site. 

One of the main features is a custom-branded portal, workflows, eSignatures, task managers, file requests and approvals, online forms, CC payments, and a free online client portal mobile app.

Features

• Digital Form builder
• Client Onboarding Checklists
• Custom Free Customer Portal
• Chrome & WordPress Plugins
• Insights & Reporting
• Cloud Synchronization

Pros

• Easy to use: Clustdoc is a straightforward and user-friendly client portal software. Even if you're not tech-savvy, you'll be able to use it easily.
• Helps you keep track of everything: As mentioned before, Clustdoc helps you keep track of all your client information and project deadlines in one central location. This makes it easy to stay organized and on top of things.
• Saves you time: Because Clustdoc helps you keep track of everything in one place, it saves you a lot of time you would otherwise spend looking for things.

Cons

• Limited features: Clustdoc is an essential software and doesn't have a lot of features. If you're looking for something more robust, look elsewhere.
• Not suitable for large businesses: Clustdoc is best suited for small businesses. If you have a lot of clients or projects, Clustdoc isn't able to meet your needs.
• Not free: Clustdoc is a paid software, so you'll need to budget for it if you're interested in using it.

4. Moxo

Moxo

‍

Moxo is a online client portal software. Its user accounts offer clients a digital channel to reach your company anytime and from any location. It's a secure teamwork application that enables real-time collaboration on projects and customer communication.

Features

• Template management
• Activity dashboard
• Customizable forms
• Reporting/analytics
• Spotlight and visual annotations

Pros

• Moxo is a cloud-based solution, so it's easy to set up and use.
• Moxo integrates with various other software products, making it a versatile business tool.
• Moxo offers a free trial, so you can try it out before you commit to a paid plan.

Cons

• Moxo can be a bit pricey compared to other client portal software options.
• Moxo doesn't have as many features as some of the other options out there.

5. Onehub

Onehub is a safe way to store and exchange files with groups and clients. start with user permissions, security features, and endless free file storage!

With the help of Onehub, you can enhance collaboration, boost productivity, and provide a seamless user experience for all users.

Features

• Communication management
• Discussions/forums (virtual data rooms)
• Document management
• Employment activity monitoring
• Secure file viewer
• Offline access

Pros

• It makes it easy to manage and organize your files.
• You can give clients limited or full access to your files, depending on what you want them to see.
• Onehub integrates with much other software, so you can manage everything in one place.
• Onehub has excellent customer support.

Cons

• Onehub can be expensive, especially if you have a lot of clients.
• There is a learning curve to using Onehub, so it might take some time to get used to it.
• If you have a lot of files, it can take a lot of work to keep track of everything.

6. MangoApps

MangoApps is a client experience platform that combines content management, teamwork, training, and an intranet into a single dashboard.

It is a straightforward method that can be infinitely tailored to meet the way your company now runs. Through a customizable widget-based dashboard that acts as a single source of truth, clients can access all of their company data and communication and collaboration tools.

Features

• Content management
• Collaboration
• Automated workflows
• Widgets and customizable dashboards
• Surveys and polls

Pros

• MangoApps is versatile and can be used for a variety of purposes.
• The software is easy to use and navigate.
• MangoApps offers a free trial to test the features before deciding whether to commit to the paid version.

Cons

• MangoApps is not the cheapest option on the market.
• Customer support could be better.

Why ClientVenue is the best Client Portal Software

Are you looking for the best client portal software? If so, you'll want to check out ClientVenue. Here's why:

1. ClientVenue is built for businesses of all sizes. Whether you have a small team or a large enterprise, ClientVenue can scale to meet your needs.

2. ClientVenue is packed with features to help you get the most out of your client portal. From task management to document collaboration, ClientVenue has everything you need to streamline your workflow and customize your client portal.

3. ClientVenue is constantly improving. The team is constantly releasing new features and updates to ensure ClientVenue is the best it can be.

4. ClientVenue has amazing customer support. If you have any questions or need help with anything, the ClientVenue team is always there to help.

5. ClientVenue is affordable. Unlike some other online client portal software, ClientVenue doesn't break the bank. You can get started with a free plan and upgrade to a paid plan if you need more features.

If you're looking for the best client portal software, ClientVenue is the way to go. With its features, scalability, and customer support, ClientVenue is the best choice for businesses of all sizes.

ClientVenue Features

Here are some of the features that make ClientVenue stand out:

Client handling portal

You can access information about your clients, the number of services you offer, contact details for the reps, payment status, and other things.

The customer data will all be modifiable as required. Even better, you can see your requests under a different banner!

Client onboarding

Client onboarding is a breeze with ClientVenue. You can easily add clients and assign tasks to them. This makes it easy to track who is doing what and when things are due.

Reporting

Reporting is easy with ClientVenue. You can generate reports on project progress, task completion, and more. This helps you stay on top of your projects and ensure that they are on track.

Personalized logo.

ClientVenue makes it easy to upload your company's logo. The project management software used by your team will more accurately represent your company's branding.

Personalized theme

ClientVenue's user interface (UI) can be customized to match your company's colors. Because of this, creating a project management tool for your team that has a consistent look and feel is simple.

Whitelabel Email branding

If you use ClientVenue, your team's emails will include your company's logo and branding colors. This improves client relations and presents your team as professional.

Time tracking

Time tracking is built into ClientVenue, so you can quickly see how much each task takes. This can help identify areas where you need to make changes.

Comments and Approvals

With ClientVenue, obtaining team member rights is simple. The ability to comment on tasks is helpful for teamwork.

This is an excellent strategy for maintaining consistency and tracking changes.

Customized Dashboard

You have the opportunity to customize your dashboard in ClientVenue so you can access the data that is most pertinent to you. Widgets can be added or removed, and the projects and tasks that are currently displayed can be modified. 

This makes it simple to see the state of your projects and what has to be done.

Daily Stand-Ups

You can easily see who is working on what, how much time has been spent, and how far you've come. With the use of daily standups, various project elements can be automatically changed or adjusted. This works for concentration and ensuring everyone finishes on time.

Share your project board with the client.

To ensure transparency and provide a real-time status update to your customers, you can share your board using ClientVenue.

Storage

You get 100GB of storage for your projects with ClientVenue. Using this feature, you may arrange documents into well-structured folders, making it easy to navigate and examine multiple files at once. This facilitates the effective management of client data.

Integrations

Integrations make ClientVenue even more powerful. You can connect ClientVenue to tools like Slack, Google Drive, etc. This makes it easy to get your work done from anywhere.

 Pricing

Both services have a 14-day trial period, and you get an extra two months for free if you decide to pay for them annually.

To choose your ideal subscription plan, go to ClientVenue Subscription Plans.

How to Create your own Client Portal

Client portals offer substantial benefits for customer engagement through cloud storage. They are easy to set up in just 5 steps and can be customized to meet your business needs. 

These secure digital gateways provide access to an organization's network, customer information, and more, accessible via web or mobile app. Key features include:

1. Easy Setup

Quickly create an account and customize the portal with your company's branding, changing the login screen, logo, color scheme, domain name, and portal terminology. Access a range of back-office features for managing invoices, payments, and billing.

2. Group Creation

Customize groups for different clients or internal teams, adding personal touches like logos and welcome notes. Easily add files, notes, and press releases, and manage contacts efficiently.

3. Customizable Functions and Designs

Tailor features to suit your business needs, with options for invoicing, appointment scheduling, document sharing, and more. The portal provides a secure environment for managing conversations and agreements.

4. Adding Clients via Invitation

Invite members via email, create accounts, or import from CSV files. Set permission levels for each member and manage member profiles for collaboration.

5. Collaborative Work

Utilize various functions for effective communication and file sharing with clients. Features include direct Google Drive uploads, real-time group chats, and file sharing without reliance on email.

Conclusion

Looking for the best client portal software? Look no further than ClientVenue. Here's why:

You can customize ClientVenue to fit your specific needs. Whether you need a simple online client portal or something more complex, ClientVenue can be customized to meet your needs.

I've found ClientVenue to be the most user-friendly and intuitive online client portal software on the market. It's easy to use and makes managing client data a breeze.

ClientVenue also has excellent features for collaboration and communication. With ClientVenue, you can easily share files, create tasks, and leave comments for your team. This makes it easy to keep everyone on the same page and ensure everyone is on track.

Overall, ClientVenue is the best client portal software on the market. If you're looking for a user-friendly, customizable, and collaborative solution, ClientVenue is the right choice for you.