Best 11 Client Portal Softwares: The Ultimate List

Clients can easily access their data by using the client portal softwares, which includes document sharing, instant messaging, alerts with due dates as well as file-sharing capabilities.

Best 11 Client Portal Softwares: The Ultimate List

It’s time to take the next step in your business and invest in a client portal software. This is one of the best ways to make sure that you are providing high-quality service while saving on costs, both for yourself and your customers.

The benefits are endless! To help you decide which software will work best for you, here is our list of 11 great options to choose from.

Client Portal Software

Clients can log into to the portal, where they are able to check on the status of an open ticket or get a hold of customer service easily. This allows them more time for what matters most - running their business!

This is one of the best options for teams who want to have a secure way to share documents and files.

Clients can easily access their data by using the client portal softwares, which includes document sharing, instant messaging, alerts with due dates as well as file-sharing capabilities.

There are also additional features that allow team members to communicate seamlessly with each other and with their clients.

1. SuiteDash

SuiteDash is entirely cloud-based and fully integrated platform. It is a one-stop shop for all your client portal needs.

The unique dashboard allows you to monitor business challenges and resolve them in real time, ultimately helping you make better decisions that will improve the bottom line of your small business.

Business owners can now access all of their software tools within one secure dashboard. This allows you to easily monitor the status and progress of your business while streamlining communication across the team.

This is why many customers are moving away from traditional client portal setups, which require multiple logins for different programs and take a lot more time than necessary - ultimately frustrating both the client and the business owner.

No matter what type of document your clients need access to, you can use this advanced portal solution to make sure that they have everything they need - all in one place!

Features

  • Great Automation features
  • Powerful Collaboration Tool
  • Responsive customer support
  • Real-time access
  • White Labeled Solution

2. Monday.com

Monday.com offers CRM software  to help you with managing customer data, interactions and processes.

It will allow you to build and customize your dashboards so that you can have a clear view of sales, processes, performance and overall business opportunities.

This is one of the best options for teams who want to have a secure way to share documents and files.

Customers are able to easily access their data using the client portal, which includes document sharing, instant messaging and file-sharing capabilities.

There are also additional features that allow team members to communicate seamlessly with each other and with their clients.

Features

  • Share your progress  with your clients
  • Teammates can be assigned to new tasks automatically
  • Capture leads in real-time
  • Webinar, tutorial and guide for onboarding and adoption of the platform.
  • Unlimited storage space with premium plans.

3. Nifty

Nifty is an emerging project management tool that minimizes  project development cycles and improves team productivity by combining collaboration, communication, and automation in one easy to use platform.

This is why many customers are moving away from traditional client portal setups which require multiple logins for different programs - ultimately frustrating both the client and the business owner.

The result is milestone-driven progress automation that keeps teams and project stakeholders aligned and organizational goals on schedule.

Features

  • User-friendly interface
  • Real time updates on progress and statuses
  • Checklists with tasks, reminders and due dates.
  • Customizable workspaces for different projects.
  • Accessible from anywhere at anytime through mobile or desktop devices.

4. Kahootz

Kahootz is a powerful, secure client portal and communication software that provides users with an exceptional level of cooperation. It allows customer service and support teams to set up workspaces and provide clients with timely assistance in the cloud-based environment.

While Kahootz has a substantial learning curve and requires some IT consultancy, training, and tech-savvy your customer service staff will get a user-friendly tool for secure communication and collaboration.

With Kahootz you only pay for the users you actually need - there are no wasteful license bundles or hidden fees.

Features

  • Quick customer issue resolution
  • Enhanced billing and invoicing processes.
  • Customizable workspaces for different projects.
  • Allows clients to access their account and files online.
  • Gain client feedback using surveys.
  • Integrated document management – including version control, direct editing and approval workflows.

5. LiveAgent

LiveAgent is a cloud-based customer service solution. It provides user-friendly tools and features that are specifically designed to improve customer service experience.

This helps companies handle increased ticket volumes by allowing them to create multiple customer portals and knowledge bases.

More importantly, it also includes a fully customizable WYSIWYG editor that allows users to create how-to guides and articles, community forums, informative FAQ pages, and more.

If  you want to improve your customer service levels and deliver incredible support at incredible speeds, LiveAgent should be your number one choice.

Features

  • Integrates with social media, live chat and email ticketing platforms.
  • Multiple customer portals to access their data - including clients' account information, billing details and more.
  • Easy-to-use WYSIWYG editor for creating guides/tutorials or editing existing content (similar in style to WordPress).
  • Create multiple customer portals

6. Zendesk

Zendesk is a cloud-based customer service solution. Using Zendesk, you will be able to provide your customers with more self-service options and all will be included in one solution with the client portal.

With Zendesk support for chatbots becomes an option as well - allowing clients to contact companies.

Zendesk supports the ticketing system and allows you to create a customer portal for your clients with custom branding.

Dashboard view provides an overview of everything that is happening in real-time - tickets, messages, status changes etc. You can also integrate other apps such as Twitter or GitHub with Zendesk.

Features

  • Self-service options for clients
  • Advanced Management
  • Customizable branding for the client portal.
  • Dashboard view of everything that's happening in real-time - tickets, messages, status changes etc.
  • Integrate third-party applications into your support infrastructure

7. Clinked

Clinked is an excellent solution for companies that need an effective way to maintain and manage constant collaboration and communication with their customers. It’s one of the best solutions for file sharing capabilities.

It allows your customer support and service teams to instantly engage with clients, share relevant information, provide assistance as needed, among others.

One of the biggest advantages that Clinked has to offer is its collaboration features, specifically designed for customer service and support agents.

If your clients prefer private conversations, Clinked provides the ability to host private conversations and groups among clients.

Features

  • Enhanced collaboration capabilities
  • Advanced file sharing & storage.
  • Provides private client conversations/group chats to customers.
  • Enterprise-level security for enhanced privacy of your clients’ data and files.
  • Multiple integrations with other apps such as Slack, Zendesk, Salesforce etc.

8. Onehub

Onehub is uniquely designed to be a cloud-based file sharing software. Onehub's capabilities are unmatched – from project management to collaboration and communication, you can count on fantastic features that help businesses of all sizes improve their workflow process.

Onehub provides your customers with various kinds of functionalities such as control panel access (each user manages his/her own files), unlimited storage space, advanced file sharing capabilities and lots more.

Features

  • Secure Storage
  • Complete project management solution.
  • Advanced file sharing capabilities for improved workflow process.
  • Unlimited collaborators on the team, and tons of features such as activity logs, version control, online meetings etc.
  • Multiple views into the same file – including project history, activity logs, version control and more.

9. Huddle

Huddle is a free client portal which can be accessed through a web browser. Huddle is perfect for tracking all activities and interactions with clients, file sharing, data exchanging etc.

The system will allow you to share the file and data, communicate or discuss with your customers as well as track the activity in real time using Microsoft office online.

It comes with excellent collaborative features such as review and co-edit the documents with your clients.

Features

  • Free cloud-based file sharing and storage
  • Real time collaboration with other team members.
  • Email notifications of activity related to the shared documents or files.
  • Project management capabilities for better workflow process.
  • Custom branding options available (for creating your own client portal)

10. Supportbee

SupportBee is a leading provider of cloud-based support and ticketing software. It offers everything your customer service needs to handle client interactions from a single, unified location.

Unlike other web portals that provide limited features for file sharing or communication between the team members, Supportbee provides advanced email setup and Ticket management options which help you enhance the workflow process.

You can also create multi-language support portal to communicate with your customers from different regions.

Supportbee provides excellent features such as ticket management, automated email notifications, multiple views into the same file and project history etc.

Features

  • Ticket Assignments
  • Email integration and automation
  • Customer satisfaction ratings.
  • Spam filtering to protect your client’s email IDs from unwanted emails etc.
  • Ticket Management abilities (for better workflow process)

11. Mendix

Mendix is a practical, no-code solution that allows you to build client portals. Aside from building applications, Mendix gives you the freedom to fully customize and personalize your client portal based on your business needs.

Mendix comes with a built in process designer which helps you create an intuitive user interface for your customers/clients by harnessing the power of artificial intelligence.

With the help of this software, you can personalize your client portal with a multi-experience to suit their needs and requirements.

Features

  • Agile Project Management capabilities.
  • Artificial Intelligence capabilities for process customization and personalization.
  • Visual modeling tools.
  • Reusable components.
  • Multi-experience (for different customers)

Conclusion

In order to provide the best client portal services, it is important for businesses/companies to consider multiple factors such as deployment options, features and pricing etc., based on their business needs.

As you can see from the above list of eleven softwares that are capable of providing your clients with an excellent customer experience through a simple and intuitive client portal.

So, it is essential for you to select the best software based on your requirements and business needs without compromising with its features or price.

There are a ton of options out there that can help automate your workflows while improving collaboration within your company. By taking advantage of these softwares, you will be able to skyrocket your business and provide better services for your customers.

We hope that the above information will help you choose a client portal software based on your requirements and needs.