Top 8 CRM with Client Portal For You

Choosing a CRM is not an easy task. There are many factors to consider, including the size of your business and whether you are in need of additional features such as customer service or sales automation.

Top 8 CRM with Client Portal For You

Choosing a CRM is not an easy task. There are many factors to consider, including the size of your business and whether you are in need of additional features such as customer service or sales automation.

But don't worry, we have done all the work for you! In this blog post, we will review 8 different CRMs that offer client portals so that you can find one that fits your needs perfectly.

1. HoneyBook

HoneyBook is a cloud-based CRM solution designed for small businesses and freelancers that helps users to manage business processes, from consultation to billing.

The platform enables users to manage projects, book customers, send invoices, sign online contracts and manage payments.

HoneyBook offers task management functionality that allows users to view and track different stages of a project. Users can store their invoices, contracts and other documents in one place.

They can also respond to customers with automated appointment requests and follow-ups using custom templates and notifications.

Benefits

  • It provides users with powerful tools to automatically track payment schedules, reservations and leads.
  • The reporting feature allows users to monitor analytics on key metrics including the combined value of all events, success rates, percentage of postings and more.
  • HoneyBook also provides a reminder service that is automatically sent to customers when payments are due.

2. NetSuite CRM

NetSuite CRM is perhaps one of the easiest CRMs to use. You can easily manage your contacts and opportunities from a single screen, which makes it simple for you to respond quickly to customer requests or track important sales metrics like pipeline activity and forecasted revenue.

It also offers traditional CRM capabilities, such as sales force automation, customer service management, and marketing automation.

It allows the growing company to manage quote creation and delivery, order management , commissions, multi-national sales forecasting, and integrated eCommerce capabilities.

Likewise, NetSuite empowers service reps with real-time visibility into all past customer transactions and current orders , inventory, fulfillment , service  and payment status

With NetSuite CRM you can have everything in one place , so you can see exactly where your customers are in the sales process.

Benefits

  • Increases sales, services and marketing performance with real-time role based dashboards
  • Improves collaboration with your partners through joint lead and campaign management. Streamlines the entire lead to cash process, as well as order management processes with complete integration across sales and finance
  • Elevates productivity across the organization with a 360 degree view of customers
  • Helps you manage global sales and services organizations

3. Glue Up

Glue Up is an one stop solution for all your needs. It helps you establish and grow your community through events, memberships and other tools. It is a powerful yet flexible to use without any hassle.

Glue Up helps you manage your contacts and members from a single platform. Organizations can also connect their social media accounts and reach out to a larger audience using channels like Facebook, LinkedIn, Twitter or other social media.

With Glue Up CRM, organizations can now have everything in one place so they can see exactly where their customers are in the sales process.

Benefits

  • Glue Up is an integrated multi-application suite offering event management, membership management, community management, CRM, email marketing, finance tools and project  management features in a single solution.
  • With Glue Up you create events 80% faster. It offers customizable templates for events or emails campaigns. You can also have real time visibility into all past customer transactions as well as current orders.
  • Glue Up helps to track both online and offline financial transactions as well as manage invoices and payment receipts. You can also have your members stick around with Glue Up's 82% retention rate.
  • The platform aids multiple users to collaborate on projects, tasks and activities. It also provides real-time reports for project tracking and offers a global view of your business.

4. Zoho CRM

Zoho CRM is perhaps one of the easiest cloud-based customer relationship management software to use.

You can easily manage your contacts and opportunities from a single screen, which makes it simple for you to respond quickly to customer requests or track important sales metrics like pipeline activity and forecasted revenue.

It also offers traditional CRM capabilities, such as sales force automation, customer service management, and marketing automation.

It allows the growing company to manage quote creation and delivery, order management  and commissions, multi-national sales forecasting, and integrated eCommerce capabilities.

Likewise, Zoho CRM empowers service reps with real-time visibility into all past customer transactions as well as current orders  and inventory, fulfillment, service and payment status.

Zoho CRM helps you manage both your leads and existing customers, so that you can work more efficiently to develop lasting relationships with them instead of just focusing on one-time transactions.

It's an all-inclusive platform for customer relationship management that integrates seamlessly with other Zoho products.

Benefits

  • Stays on  top of every activity with your new sales assistant, Zia - the conversational AI Sales Assistant.
  • In-depth analytics for sales success  and process management for building and automating your sales processes are just some of its top features. It also offers portals for customers, vendors and partners.
  • There is no data lockup as you can export data at anytime.
  • With Zoho CRM, process management for building and automating your sales processes, as well as portals for customers, vendors and partners are just some of its top features. There is no data lockup as you can export data at anytime.

5. Bitrix24 CRM

Bitrix24 is a collaborative platform which serves users by providing tools such as a CRM, document management, tasking, time management and project management integrated in a social-style environment which incorporates user profiles on what, and when tasks are getting done.

You can also access it anytime from anywhere using any device with an internet connection. Bitrix24 also offers free internal chat, video conferencing and webinars.

In addition to its CRM capabilities, Bitrix24 is a project management tool that provides tools for planning , tasking, time tracking, Gantt charts and reporting.

With the activity stream you can see all company updates in one place - who's working on what, who's online and offline.

Benefits

  • It covers all internal operations as well as external relations.
  • Bitrix24 has a free plan with all the essential CRM features and is very competitively priced for more advanced plans.
  • The company can track leads generated from various sources like social media, email marketing, PPC ads  and monitor their progress through your sales process.
  • It also offers real-time data insights about your customers' preferences and behavior.

6. ClickUp

ClickUp is one app to replace them all. It's the future of work. More than just task management - ClickUp offers docs, reminders, goals, calendars and even an inbox.

Fully customizable, ClickUp works for every type of team so all teams can use the same app to plan organize and collaborate .

It's mission is to make the world more productive by removing all the resistance caused by different  applications.

It's built for teams of all sizes and industries, so every team can use the same app to plan organize and collaborate . There is no data lockup as you can export data at anytime.

Benefits

  • ClickUp gives users with eight different view options to help manage projects and organize tasks.
  • ClickUp users can create custom statuses for each unique project which can be edited, reordered, and colored according to the organization's needs.
  • Managers are able to assign tasks to several people at a time within ClickUp , as well as manage multiple tasks seamlessly with table view and multitask technology.
  • ClickUp's board view provides an agile view designed for SCRUM methodology, providing a simple , yet highly informative presentation.
  • The platform allows users to import data from this  csv files as well as current orders and inventory, fulfillment service and payment status.

7. Monday.com

Monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes , projects and everyday work.

Teams shape their workflows and projects code-free with a platform that adapts to shifting needs quickly, liberates teams from manual grunt work and connects team s  in a collaborative work space.

Benefits

  • Monday.com is built to connect teams in a collaborative work space, giving users the ability to link tasks together and track workflow stages.
  • It's one app for all your company's  work with no data lockup as you can export data at anytime.
  • With Monday.com team members are better connected by seamlessly linking up their chats, files and apps in the same space.
  • It connects with all the apps you use every day to transform the information into a useful piece of data.

8. Airtable

Airtable is a smart organization and collaboration tool that offers any sized team a single and centralized platform from which to manage projects, customers and ideas.

As a flexible, mobile friendly system with native smartphone and desktop apps, Airtable enables users to organize anything, with anyone, from anywhere.

Designed to be as fast and flexible as a spreadsheet but with the added power of a database, Airtable aims to provide users with a powerful yet user-friendly organization and collaboration solution.

Further to straightforward spreadsheet capabilities, Airtable incorporates rich  capabilities, like an API that allows for easy data sharing between apps.

Benefits

  • With Airtable users are able to link records between tables, aiming  to help prevent duplicate data entry.
  • Airtable includes grid, calendar and gallery views as well as intelligent filtering, sorting and grouping features that afford users the freedom to arrange content how they want.
  • Users have access to a rich field types such as checkboxes, attachments and long texts notes, ensuring thorough content organization.
  • Airtable supports integration with multiple popular projects such as Slack, Gmail or Dropbox among others.

Businesses need a way to effectively manage contacts, transactions, support cases and more without overloading their employees or spreading themselves too thin across multiple systems.

The above mentioned are the best 8 CRM with client portal. However, there are many other options available that may also be suitable for your business.

CRM with client portal can make it easier to stay on top of tasks and workflows while speeding up the process itself.