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 a difficult task. Many factors must be considered, including the size of your company and whether you require additional features such as customer service or sales automation.

But don't worry, we've taken care of everything! In this blog post, we will examine eight different CRMs that provide client portals so that you can find one that is ideal for your needs.

  1. The HoneyBook
    HoneyBook is a cloud-based CRM solution for small businesses and freelancers that assists users in managing business processes ranging from consultation to billing.
    Users can manage projects, book customers, send invoices, sign online contracts, and manage payments on the platform.
    HoneyBook includes task management features that allow users to view and track various stages of a project. Users can keep all of their invoices, contracts, and other documents in one location.
    They can also use custom templates and notifications to respond to customers with automated appointment requests and follow-ups.

    Benefits
    It gives users powerful tools for tracking payment schedules, reservations, and leads automatically.
    Users can use the reporting feature to track analytics on key metrics such as the total value of all events, success rates, percentage of postings, and more.
    HoneyBook also offers a payment reminder service, which sends customers an email when their payments are due.

    2. NetSuite CRM

    NetSuite CRM is one of the most user-friendly CRMs. You can manage your contacts and opportunities from a single screen, making it easy to respond quickly to customer requests or track important sales metrics such as pipeline activity and forecasted revenue.
    It also includes standard CRM features like sales force automation, customer service management, and marketing automation.
    It enables the expanding business to manage quote generation and delivery, order management, commissions, multi-national sales forecasting, and integrated eCommerce capabilities.
    Similarly, NetSuite provides service representatives with real-time visibility into all previous customer transactions as well as current orders, inventory, fulfilment, service, and payment status.
    You can see where your customers are in the sales process by having everything in one place with NetSuite CRM.

    Benefits
    Real-time role-based dashboards boost sales, services, and marketing performance.
    Improves collaboration with your partners by managing joint leads and campaigns. Streamlines the entire lead-to-cash process, as well as order management processes, by integrating sales and finance.
    Increases organisational productivity by providing a 360-degree view of customers.
    Aids in the management of global sales and service organisations.

    3.Glue up


    Glue Up is a one-stop shop for all of your needs. It assists you in establishing and growing your community through events, memberships, and other resources. It is a powerful tool that is also simple to use.
    Glue Up allows you to manage all of your contacts and members on a single platform. Organizations can also connect their social media accounts to reach a larger audience through channels such as Facebook, LinkedIn, Twitter, and others.
    Organizations can now have everything in one place with Glue Up CRM, allowing them to see exactly where their customers are in the sales process.

    Benefits
    Glue Up is a multi-application suite that combines event management, membership management, community management, CRM, email marketing, finance tools, and project management features.
    You can create events 80% faster with Glue Up. It provides editable templates for events and email campaigns. You can also see all previous customer transactions as well as current orders in real time.
    Glue Up assists in the tracking of both online and offline financial transactions, as well as the management of invoices and payment receipts. With Glue Up's 82% retention rate, you can also ensure that your members stick around.
    Multiple users can use the platform to collaborate on projects, tasks, and activities. It also provides real-time project tracking reports and a global view of your business.

    4. Zoho CRM
    Zoho CRM is possibly the most user-friendly cloud-based customer relationship management software.
    You can manage your contacts and opportunities from a single screen, making it easy to respond quickly to customer requests or track important sales metrics such as pipeline activity and forecasted revenue.
    It also includes standard CRM features like sales force automation, customer service management, and marketing automation.
    It enables the expanding business to manage quote generation and delivery, order management and commissions, multi-national sales forecasting, and integrated eCommerce capabilities.
    Similarly, Zoho CRM provides service representatives with real-time access to all previous customer transactions, as well as current orders and inventory, fulfilment, service, and payment status.
    Zoho CRM allows you to manage both your leads and existing customers, allowing you to work more efficiently to develop long-term relationships with them rather than just one-time transactions.
    It's an all-in-one customer relationship management platform that works in tandem with other Zoho products.

    Benefits
    Maintains constant contact with your new sales assistant, Zia - the conversational AI Sales Assistant.
    Its top features include in-depth analytics for sales success and process management for building and automating your sales processes. It also provides customer, vendor, and partner portals.
    There is no data lockup because data can be exported at any time.
    Zoho CRM's top features include process management for building and automating sales processes, as well as portals for customers, vendors, and partners. There is no data lockup because data can be exported at any time.
  2. CRM Bitrix24
    Bitrix24 is a collaborative platform that serves users by integrating tools such as a CRM, document management, tasking, time management, and project management in a social-style environment that includes user profiles on what and when tasks are completed.
    You can also use any device with an internet connection to access it at any time and from any location. In addition, Bitrix24 provides free internal chat, video conferencing, and webinars.
    Bitrix24 is a project management tool that includes tools for planning, tasking, time tracking, Gantt charts, and reporting in addition to its CRM capabilities.
    The activity stream displays all company updates in one place, including who is working on what and who is online and offline.

    Benefits
    It encompasses all internal and external operations.
    Bitrix24 offers a free plan that includes all of the essential CRM features and is very reasonably priced for more advanced plans.
    The company can track leads generated through various channels such as social media, email marketing, and PPC ads and track their progression through your sales process.
    It also provides real-time data insights into the preferences and behaviour of your customers.

    2. clickup
    ClickUp is a single app that can replace them all. It is the workplace of the future. ClickUp provides more than just task management; it also includes docs, reminders, goals, calendars, and an inbox.
    ClickUp is fully customizable and works for all types of teams, allowing all teams to use the same app to plan, organise, and collaborate.
    Its mission is to increase productivity by removing all resistance caused by various applications.
    It is designed for teams of all sizes and industries, allowing everyone on the team to use the same app to plan, organise, and collaborate. There is no data lockup because data can be exported at any time.
    Benefits
    ClickUp provides users with eight different view options to assist them in managing projects and organising tasks.
    ClickUp users can create custom statuses for each individual project, which can be edited, reordered, and coloured to meet the needs of the organisation.
    Managers can assign tasks to multiple people at the same time within ClickUp, as well as manage multiple tasks at the same time using table view and multitask technology.
    The board view in ClickUp is an agile view designed for SCRUM methodology, offering a simple yet highly informative presentation.
    Users can import data from csv files, as well as current orders and inventory, fulfilment service, and payment status, into the platform.

    3. www.monday.com
    Monday.com is a cloud-based Work OS where teams can quickly create workflow apps to run their processes, projects, and daily tasks.
    Teams can shape their workflows and projects without writing code, thanks to a platform that quickly adapts to changing needs, frees teams from manual grunt work, and connects teams in a collaborative work space.
    Benefits Monday.com is designed to connect teams in a collaborative work environment, allowing users to link tasks together and track workflow stages.
    It's a single app for all of your company's work, and there's no data lockup because you can export data at any time.
    Team members are better connected with Monday.com because their chats, files, and apps are all in the same place.
    It integrates with all of the apps you use every day to transform information into useful data.
    Airtable is an intelligent organisation and collaboration tool that provides any sized team with a centralised platform for managing projects, customers, and ideas.
    Airtable, as a versatile, mobile-friendly system with native smartphone and desktop apps, allows users to organise anything, with anyone, from anywhere.
    Airtable aims to provide users with a powerful yet user-friendly organisation and collaboration solution that is as fast and flexible as a spreadsheet but with the added power of a database.
    In addition to basic spreadsheet capabilities, Airtable includes rich features such as an API that allows for easy data sharing between apps.
    Benefits
    Users of Airtable can link records between tables to help prevent duplicate data entry.
    Airtable offers grid, calendar, and gallery views, as well as intelligent filtering, sorting, and grouping features that allow users to arrange content however they see fit.
    Users can use a variety of field types, including checkboxes, attachments, and long text notes, to ensure thorough content organisation.
    Airtable integrates with a variety of popular projects, including Slack, Gmail, and Dropbox.
    Businesses require a method to manage contacts, transactions, support cases, and other information without overburdening their employees or spreading themselves too thin across multiple systems.

    The eight best CRM with client portal are listed above. However, there are numerous other options available that may be more suitable for your company.
    CRM with a client portal can help you stay on top of tasks and workflows while also speeding up the process.
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