10 Best Free Client Portal Software For You

Client Portals are a great way to provide your users with the ability to upload and download files. To help you find the perfect Client Portal Software for your needs, we've compiled all available options!

10 Best Free Client Portal Software For You

Have you ever wanted a section on your site where users can upload or download files? If so, then it's time to start researching free Client Portal Software.

In this blog post, we'll list 10 of the best products that offer a trial version and discuss how they work. As with most products that are free, there are limitations--typically in terms of features or time-based restrictions.

To help you find the perfect Client Portal Software for your needs, we've compiled all available options!

Client Portals

Client Portals are a great way to provide your users with the ability to upload and download files.

This software can be accessed through a web browser or on mobile devices through a mobile app. It provides two-way sharing of file, so you are able to view them in real time and even make changes if necessary.

Advantages of Client Portals

  • Client Collaborations

You can provide your clients and partners with personalised and specific pieces of information that may be useful to them.

This could be a shipping company advising their customers of truck or airplane departure times so customers can place their orders using this information.

  • Accessibility

Portals give clients easy access to relevant information such as FAQs, troubleshooting tips, company and product details, and much more. With well-managed portals, all this information is correct and up to date.

  • Customised content

Imagine a bank telling you about a specialized type of loan just for you--this is made possible with Client Portals!

Banks are able to send out targeted messages via email or SMS based on the user's information. For example, a bank might be able to tell you about online banking if your account is set up with this feature.

  • Customer Service

Improved the professional customer service experience. Client portals allow customers to resolve their own issues, increasing customer satisfaction.

This is also beneficial for the service provider as it reduces labour costs and allows them to spend more time on other tasks within the business.

  • Increased productivity

Key documents such as contracts, estimates, project plans can be accessed via a Client Portal with ease by internal staff and customers alike.

This also reduces the number of emails related to these subjects and speeds up work processes within an organisation.

1. Accelo

Accelo contains a built in Service for business. It is an all-in-one professional service for business management. It is easy to work with all the prospects and secures payments. It lets you run your entire business in the cloud.

Experience the most streamlined, integrated and powerful service automation software that easily allows you to connect all moving parts of a business.

It is available on Mac and Windows desktop which also provides web access from anywhere through an internet browser.

It is the most complete Service Operations Automation solution available in the market.  

It is the highly performing software that lets you manage and automate all your business tasks. Accelo also allows users to communicate with clients through a secure portal, without having to leave their current windows or Mac screen.

Features

  • Affordable platform
  • Increases productivity
  • Seamless Operations
  • Collaborative Communications
  • Integrated Data Processing

2. Zoho CRM

Zoho CRM is the efficient cloud-based customer relationship management platform. It is a complete CRM software that lets you manage and share vital information about all departments of the company in one place.

Zoho CRM has everything from sales management to marketing automation, contact management, customer support and more things you need to close deals faster with satisfied customers.

Zoho CRM provides integrated modules that are easy to use and build upon, letting you choose the CRM solution that's right for your business.

It creates optimized workflows that help you reduce manual data entry, eliminate redundancies and speed up your overall process.

Zia is an AI assistant included in Zoho CRM who can help users manage their CRM data. It's a personal digital assistant that sorts through all of the information associated with accounts to offer insights in real-time or on command.

Other features include automatic tagging, revenue forecasting and sales prioritization based on a lead's likelihood to close.

It offers the best customer care for IT companies with efficient services that help you boost your business performance! Get started today!

Features

  • Lead Management
  • Automated Workflows
  • Advanced Analytics
  • Targeted Email Marketing
  • Scalability

3. Portals

The portal is a modern customer friendly as it lets you streamline the experience for your clients. You can configure each portal module, upload your brand assets, connect a custom domain, design the login experience and more!

To help you find the perfect client portal software for your needs we've also compiled an interactive chart to compare all available options side by side.

With portal extensions,  you can connect products you already use like Airtable, ClickUp, Calendly and Google Data Studio.

You can configure each and every portal module, upload your brand assets, connect a custom domain, design the login experience and more!

Features

  • Large File sharing Options
  • Extensive Support
  • Easy Payment gateways
  • Tracks Communications

4. Moxtra

Moxtra provides a digital channel for customers  to reach your company anytime, anywhere. It's a secure collaboration platform that lets you communicate with customers and collaborate in real time on tasks.

With Moxtra, you can be more productive and efficient than ever before. It helps you to retain and grow customers, manage your distributed organization and lower costs for doing business.

Moxtra's customer collaboration platform can power your branded one-stop customer portal. It is an extension of your existing website or web or mobile app, and is also a standalone web and mobile app.

Features

  • Built-in security
  • Highly scalable
  • Multiple authentication support
  • Powerful APIs and integrations
  • Online Forms, Surveys & Analytics Tools

5. Onehub

Onehub is the secure way to store your files and share the documents across the teams and clients. Get started with unlimited file storage, user permissions, security features and more at no cost!

Onehub is a complete file sharing solution that helps you increase productivity, improve collaboration and provide a seamless experience for everyone.

It offers a suite of business tools such as  virtual data rooms, client portals, Google Docs integration and custom agreements to enhance your file sharing. Customize your workspace to give content sharing a more professional, polished look and feel.

Features

  • Allows you to Upload Multiple files simultaneously.
  • Bank level encryption.
  • Tracks each and every activities.
  • Customizes your brand.
  • Easy Accessibility.

6. MangoApps

MangoApps is a unified employee experience platform that combines intranet, training, teamwork, and content management into a single dashboard and workspace.

It is an easy to use and infinitely customizable approach that fits into the way your company already does business. Employees can find all the company information they need, alongside their communication and collaboration tools in a customizable widget-based dashboard that serves as a single source of truth.

Many companies rely on outdated intranet and communication tools, and lose time and information to the black hole that is the email inbox.

MangoApps gives the opportunity to build a portal for clients that they can access anytime, anywhere.

It offers the best customer care for IT companies with efficient services that help you boost your business performance. Get started today!

Features

  • Lead Management
  • Automated Workflows
  • Advanced Analytics
  • Targeted Email Marketing

7. FileInvite

FileInvite is  a cloud-based file transfer and document collection solution designed for small and midsize businesses.

FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature capabilities, client portal with integrated messaging, alerts and follow-ups, audit logs and more.

FileInvite's file management allows users to create and modify the online forums to request documents from customers. Users can also customize the form fields and create templates for specific tasks.

After a request is sent, users can track their status using custom labels, sub-labels and assignees.

Features

  • Automated Reminders.
  • Integration with Google Drive and Dropbox.
  • File Sharing and File Management.
  • Customizable Form Fields.
  • On-Demand Client Portal Access.
  • Mass Approvals & E-Signatures.

8. MyDocSafe

MyDocSafe is a secure client portal with amazing dashboard features. This client portal helps in fast, secure and easy onboarding of clients. It is a complete solution for the professional services companies to manage their clients, documents and tasks.

MyDocSafe is designed for on-boarding clients with automated workflow to reduce the time taken by humans in this process.

Features

  • Client Onboarding Dashboard
  • Secure Uploading & Sharing of Documents
  • Internal Collaboration with Team Members and Clients
  • File Sharing and Reviewing System

9. Hub Intranet

Hub Intranet is an excellent intranet solution that helps you create a positive employee experience. It is a collaborative solution used by leading brands like Nikon, Ralph Lauren and Legal & General to boost engagement.

Hub Intranet offers all the features you need in a single intranet platform including rich media communications, instant messaging, document sharing and cloud storage that are easy to use.

It makes it easier for teams within your company communicate more effectively across platforms while staying secure with role-based access and customisable branding.

Features

  • Free User Accounts
  • Customizable Branding & Colours
  • Unlimited File Uploads
  • Internal Collaboration Tools
  • Project Management Features

10. GetBusy

GetBusy is a cloud-based Client Portal Software. It helps in managing your business relationships with clients and partners.

Manage client requests, track progress, store documents and share files all in one place. GetBusy also helps you track tasks assigned to your team members.

Features

  • Client Portal Software
  • File Sharing and Storage Management
  • Project Collaboration for Clients and Teams
  • Task & Issue Tracking Features
  • Real-Time Reporting Dashboard.

In this article we have seen the free client portals and its advantages to the business.

These tools help in building a relationship with your clients by making them feel special, while also giving you more time for other things that are important too.

These can be used as an additional platform when you already use another software or application. We hope that you found this article helpful!