7 Best Project Management Software with Client Portal

The business world is ever-evolving. As a result, you should continue learning about top tools in the market that can optimize your profitability. Fortunately, we are here to help.

In this article, we have outlined the seven best project management software with client portal features. These tools will help streamline your working process and ensure customer satisfaction.

So, what are you waiting for? Continue reading to discover the best project management tools to rejuvenate your business strategy.

What is project management software with client portal?

Project management software with a client portal is a tool that enables businesses and corporations to organize, automate and streamline work-process with clients.

This tool helps businesses to eliminate communication gaps with their customers. In other words, it is an online platform where you can acquire customer feedback. Thus, building trust and brand loyalty.

Plus, you can collaborate and share files/folders and invoices on a single platform.

Criteria for choosing project management software with client portal

Suppose you've decided to purchase project management software with a client gateway. Good for you. But, There's a problem.

There's a lot of competition in the market. As a result, it's common to find subpar tools in the market.  Look for the following criteria to avoid throwing your money down the drain. 

• Client interface
• Business objectives
• Compatibility
• Branding customization
• Integration
• Scalability
• Customer Support/Training 

1. Client Interface

The user interface determines the ease of work. It affects the duration clients and employees take to acquaint themselves with the software.

Searching for clean, attractive project management client portal with a client-facing dashboard is advisable. Here's an approximate solution: Is the UI good enough?

Register for a trial version and gauge the ease of use for clients and employees.

2. Business objectives

Ask yourself: What do I want to achieve with PM software with a client portal?

Believe it or not, the ultimate goal of every purchase is to achieve and exceed company goals and objectives.

For that reason, you should invest in a PM tool with a client portal feature that helps to achieve your company's goals and grow your return on investment.

3. Compatibility

There are project management portal with every feature that you need. Similarly, there are those optimized for specific niches. Now, why am I saying this?

Not all software in the market can work for your business. For instance, some software is specifically designed for marketing or design agencies. Thus, you will have to select features needed in your niche.

4. Branding customization

Project  management client portal with client portals are an excellent avenue to market your brand. In short, your client portal is an extension of your brand. Branding is one way to improve your customer experience.

Choosing platforms with customizable client portals is your best bet if you want to impress your clients with a unique experience. In addition to that, there are times when it is essential to eliminate extraneous features.

At that point, a client-facing project management platform that allows you to tailor its features to your needs will come in handy.

5. Integrations

Some clients prefer to work with old-school tools. And that shouldn't be a problem. Here's why.

A suitable project management software with client portal should be able to integrate with the majority of third-party apps in your industry. Simple.

Additionally, collaboration with most clients in most businesses entails working with third-party apps like Stripe and Zapier. Therefore, you must select a platform that integrates all the essential industry tools or lose your clients.

Even better, you should check if it comes with pre-built integrations. Pre-built integrations will save you lots of stress.

6. Scalability

Growth is the ultimate goal of every company. And if you want to scale your company, growth should be part of your every projection.

For that reason, you need project management client portal that can accommodate growth in every facet of your business. After all, you don't want to switch project management software client portal each time you attain a new milestone.

Therefore, consider and project the possible growth attainable within a period of time before purchasing any product.

7. Customer Support 

Project management portal with multiple functionalities, such as client portals, are more complex than those with basic features.

Similarly, complex software requires more training, setup, and ongoing support than its simpler counterparts.

As a result, before you purchase a project management tool with a client portal feature, ascertain the quality of customer support.

The rule of thumb is to check its customer support channel for the hours and days of the week when they are available.

Key features of project management software with client portal

Project management platforms with client portals are integral to your business processes. Yet, more than the client portal feature is needed to ensure a complete customer experience and profitability.

On that note, Here's a list of some features of project management software client portal that will ensure company growth and a beautiful customer experience:

• Personalized portal for each client
• Task management
• Distinct login details for each customer
• Client access
• File management and sharing 
• Security
• Search engine optimization
• Community forums 
• Time tracking
• AI-powered communication tools (calls and chat)
• AI-powered analytics/reports 
• Good client interface and advanced search system
• Brand customization
• Invoices and billing 

Benefits of project management software with client gateway

Project management portal with customer portals is the new talk of the town.

Well, not the whole town, just the business world.

Don't believe me? Here's proof.

Research reports that 61% of companies provide some project management training.

They don't do this training for fun. So what's it all about?

77% of high-performing teams utilize project management software client portal, according to PWC.

Now, do you see where I am coming from?

If not, here's the point: project management client portal improve productivity and profitability. Simple.

But that's only part of the story. 

Here are some additional benefits of using project management software with a client portal below: 

• Improves customer satisfaction
• Delivers proactive support
• Facilitates effectual collaboration
• Enhances staff productivity 
• Reduces cost of customer care services

1. Improves customer satisfaction

Customers are all about efficient, consistent, and seamless service delivery.

For instance, when your clients can track their projects, give feedback, and get prompt responses. They will walk out satisfied.

And I assure you, you will see them again.

In addition to that, it provides analytical insight into customers' behavior. As a result, you can tailor your branding to their desires, Thus, enhancing customer satisfaction. 

2. Deliver Anticipatory Customer support

In everyday life, when you can anticipate issues and problems, you can solve them with less ado.

Likewise, you can deal with breaks in customer experience if you can accurately predict problems in your service delivery.

By now, you are probably wondering how to anticipate issues in your services.

The answer is project management software client portal— that's all you need.

Project management tools with client portals allow you to monitor customer activity and experience in real-time. 

This proactive functionality allows you to offer prompt customer care services via customer self-service, chatbots, and call bots. 

Now, why is this important?

Seamless customer experience often translates into brand loyalty. Brand loyalty is vital for business growth and profitability.

3. Facilitates effectual collaboration

Collaboration tools are an indispensable part of your business process in the contemporary business world.

Project management portal help to create staff teams to collaborate and work on a single platform.

Project management tools with client portals take it one step further.

It provides a collaborative platform where you can collaborate with customers to achieve pre-set goals.

Now, what does this mean for you?

All in all, this functionality allows you to get prompt real-time feedback. Also, you get to improve productivity by limiting time wasting.

There is no better recipe for organizational growth than efficiency, productivity, and customer satisfaction.

4. Enhances staff productivity

Compared to computers, humans could be better at carrying out repetitive tasks.

Fortunately, in today's business climate, there is no need to engage your staff in tedious iterative tasks.

With a combination of AI and fast computing processes, project management portal are your best bet for ensuring error-free iterations.

Client-facing project management software automatically identifies simple customer requests. With this feature, your customer care team can focus on complex tasks.

Additionally, project management platforms with customer portals help to identify individual customers, their history, and their preferences.

This feature provides adequate information to tailor your customers' experiences to their needs and preferences. 

5. Reduces cost of customer care services

As a small business, you won't feel the cost-induced burden of customer service.

However, the cost of customer services is not negligible if you are a large-scale business with customer service teams from different countries.

Fortunately, client-facing project management tools help provide the following services:

• AI-automated chats and calls
• Help guides
• Frequently Asked Questions. (FAQ)
• Customer self-services 
• Community forums
• Help guided

The services above to reduce requests, tickets, and complaints. As a result, you can trim budgetary allocation for customer services.

Check This: Project Management Software for Marketing Agencies

Overview of 7 best project management software with client portal

1. ClientVenue

ClientVenue is an excellent project management client portal feature. It allows your customers to create and track requests, projects and payments.

This client-facing project management platform allows you to collaborate with clients.

Similarly, your customers can subscribe to new services and receive important notifications in a password-protected portal.

Key Features

• Client Onboarding
• File Sharing
• Project tracking 
• Request tracking
• Alert and notifications
• Invoicing & Billing
• Payment tracking
• App Integrations
• Intuitive client interface 
• Advanced search system
• Brand customization

Pricing 

ClientVenue offers two levels of pricing plans. These plans come with a two-month free package. Plus, a 14-day risk-free trial session is given for all plans.

Small team/ Professional plan

Monthly payment: 15$

Annual payment: 15$

Enterprise plan

Monthly payment: 25$

Annual payment: 35$

2. Monday.com

Monday.com is a ubiquitous Work OS with an extensive library of features. It combines project management with client portal management. 

This software allows you to manage client communication with a 360-degree feedback system.

Similarly, it lets your clients track project plans and provide feedback at every significant turn.

Key Features 

• 360 Degree Feedback
• Alerts/Notifications
• Billing & Invoicing
• Customisable dashboards
• Calendar Management
• File management and sharing
• Business Process Control
• security
• Business Process Automation
• search engine optimization
• AI-powered communication tools (calls and chat)

Pricing

Monday.com provides four levels of pricing plans. These plans come with different amounts for prices per seat. That is to say, say—a separate price per the number of users.

Free plan

Monthly payment: $0

Annual payment: 0$

Basic plan

Monthly payment: $8 seat/month 

Annual payment: $24/month

Standard plan

Monthly payment: $10 seat/month

Annual payment: $30/month

Pro plan

Monthly payment: $16 seat/month

Annual payment: $48/month

Enterprise plan

Contact Monday.com to get information on this plan.

Check This: Creative Agency Project Management Software

3. Wrike

Wrike is a cloud-based project management software client portal that doubles as a client portal software.

With its advanced analytics and reports, project managers and companies can analyze and visualize customers' behavior.

This software provides real-time updates to clients. This will help them to track requests and projects.

Also, as project work progresses, clients can get notifications of schedule changes. Alternatively, clients can request changes in the project plan or structure.

Key Features 

• Accounting Integration
• Activity Tracking
• Ad hoc Reporting
• Billing & Invoicing
• Brand Management
• Chat/Messaging
• Simple user interface
• Customisable dashboards
• Document Management
• Document Storage
• File Sharing

Pricing

Wrike provides four levels of pricing plans. These plans are carved out to meet the standard for different team sizes. Their pricing plans change with the number of users.

Free plan

Monthly payment: $0

Annual payment: 0$

Team plan

payment: $9.80/ user/month

Business plan

payment: $24.80/ user/month

Team plan

Contact Wrike to access the pricing plan.

Read Also: Project Management Tool for Web Design Agency

4. ManyRequest

ManyRequest is a customisable client-facing project management tool. It's specifically designed for content creation and marketing agencies.

This software provides communication channels to ensure seamless communication between clients and employees.

ManyRequests client portal allows you to tailor their services to branding needs.

Key Features 

• Personalized portal for client projects
• Access to client portals
• File management and sharing 
• search engine optimisation
• Community forums
• Support tickets
• Automated workflows
• AI-powered communication tools (calls and chat)
• AI-powered analytics/reports 
• Simple user interface

Pricing

ManyRequests has three tiers of pricing plans. These plans were explicitly categorized to suit both small-scale and large-scale businesses. 

Basic plan

Monthly payment: $129

Annual payment: $99

Pro plan

Monthly payment: $299

Annual payment: $249

Enterprise plan

Contact ManyRequest to get a custom pricing plan

5. OneDesk

OneDesk is an enterprise-class tool with a simple UI that combines project management and client portal into one app.

This centralized cloud-based platform eliminates the need for different tools while working on a single project.

It provides a parallel feedback system that allows customers to suggest changes to specific services. Additionally, it will enable us to automate your workflows.

Key Features

• API integrations
• Third-party integrations
• Billing & Invoicing
• Call Center Management
• Chat/Messaging
• Team Collaboration Tools
• Cost-to-Completion Tracking
• Customisable Branding
• Dashboard
• Document Storage

Pricing

OneDesk client portal offers pricing for a single plan that changes with the number of user licenses. 

Payment plan

Monthly payment: $11/user/month 

Annual payment: $9/user/month 

Check This: Agency Project Management Tool

6. Accelo

Accelo is an end-to-end project management client portal. It's designed to manage every aspect of your client's work.

Its secure analytics and imports give project managers insights to make intelligent decisions on salient issues.

This software provides a secure cloud-based web portal that allows clients to access their accounts regardless of location.

Additionally, your customers can manage their files and documents and track invoices and payments.

Key Features

• API integrations
• File management 
• File sharing 
• security
• search engine optimisation
•  AI-powered communication tools (calls and chat)
• advanced search system
• Brand customization
• Invoices and billing

Pricing 

Accelo has two tiers of pricing plans. These plans change with the number of users and products or services.

Premium plan

Monthly payment: $49

Annual payment: $39

Plus plan

Monthly payment: $30

Annual payment: 24$

7. Celoxis

Celoxis is a client project management software that simplifies task management, tracking, and workflow automation.

But that's not all. 

This client project management softwarel offers affordable pricing models that allow you access to all their products with just their basic plan.

Additionally, it allows you to customize your brand to match your client's needs and company's goals.

Key Features

• API integrations
• File management 
• File sharing 
• security
• Team collaboration
• Third-Party Integrations
• Secure Storage
• Real-Time Analytics
• advanced search system
• Brand customization
• Invoices and billing

Pricing 

Celoxis has two tiers of pricing plans. These are billed monthly, annually, biennially, and triennially.

Cloud plan

Monthly payment: $25

Annual payment: $22.50

Biennial payment: $22.50

Triennia payment: $20

On-Premise plan

Contact the company for a pricing plan.

Also Read: Best Client Portal Software for your Agency

Which is the best software project management software with client portal?

ClientVenue is your best bet if you're looking for project management software with a client portal. It provides excellent value for your initial investment.

Its analytics and reporting features are perfect for helping you make intelligent decisions at critical junctions of company growth.

But that's just the tip of the iceberg.

Here are some features that make ClientVenue the best option for businesses of all sizes:

• Interactive Dashboard
• Third-party integrations
• Advanced Search
• Client Onboarding
• Company Branding
• Performance Reports
• Time tracking 
• Invoicing
• Client Requests
• Comments and Approval

1. Project Management

The project management software client portal Feature lets you track every task assigned to team members in the project's overview. You can check the project's position and the team's responsibilities on the same dashboard.

2. Client Portal

Client Portal is the workspace where clients visit to check their project reports and track each team member's position in a project's progress. All the clients from different companies and projects are onboarded in a single platform.

Read More: CRM Customer Portal

3. Client Onboarding Templates

Onboarding refers to the procedure of assimilating new employees into the workplace culture of your business.

Onboarding in this context, however, refers to introducing new clients to your company's culture. Typically, it entails:

• Responding to customers' inquiries
• Introduction of products and services

ClientVenue recognizes the significance of customer onboarding. As a result, it offers a valuable means of automating the onboarding procedure.

4. Client Requests

ClientVenue values client satisfaction.

That prevents project delays by enabling customers to create and track real-time requests.

With ClientVenue client portal software, your customers can raise new requests and track previous requests on the same platform.

5. Client Services

ClientVenue offers a unique feature called "Client Services," where you can display all the services your business can provide to the clients and track the invoices to the respective service.

6. Time Tracking

Time is money.

The statement above has never been more accurate than in our competitive digital world.

Keeping that in mind, companies are leveraging this technology to improve productivity. And it's working.

Research shows that time tracking enhances productivity by 80%.

On that account, ClientVenue provides a prime time-tracking feature to improve your employee productivity.

7. Resource Management

ClientVenue offers the best resource management feature in this project management software with a client portal where you can track the hourly count of individual team members and assign tasks based on their availability.

8. Interactive Dashboard

Interactive dashboards provide thorough visual representations of important performance indicators throughout your organization.

ClientVenue provides interactive dashboards that make it simple for you to keep tabs on essential performance indicators for your company.

9. Third-party App Integrations

ClientVenue helps to link various third-party apps with your client portal effectively. 

This function ensures that your employees and clients can conduct everyday business on a single platform.

10. Company Branding

In today's corporate world, distinctive branding is compulsory.

Let's say your goal is to sell your goods and generate significant earnings. In that circumstance, you must provide your customers with unique experiences they can only get from you.

Thankfully, ClientVenue has you covered. It provides all you need to build a distinctive brand with an exclusive customer experience.

11. Performance Reports

It is frustrating to be a manager when you cannot identify the cause of delays and project failures in your company.

For that reason, ClientVenue provides an assessment tool that aids in monitoring staff productivity and performance.

Read More: SEO Agency Project Management Software

12. Invoicing

Client Venue does more for you than automated invoice generation. You can alter and personalize your invoices using ClientVenue.

Also, it enables the integration of several payment channels. Your clients will profit from having multiple choices.

Additionally, it aids in reminding clients of overdue transactions and keeping track of deadlines.

13. Comments and Approvals

Formal organizations divide staff members into different strata of authority based on specific criteria.

Authority comes with responsibilities, privileges, and prerogatives. Because of that, ClientVenue provides a feature that allows you to grant permissions and field access to team members in different strata of authority.

14. Search Capabilities

It takes time to search for files in a multi-layer system manually. ClientVenue's advanced search function is the perfect solution to this challenge. 

With this feature, you can search, filter, and sort files in a multi-layer system with little more than a click.

15. File Sharing

This is one of the best client project management software that offers 100GB of storage space to its users for storing clients' requirements and project files in one place. You can share these files and folders with your clients and team members using the shareable link.

ClientVenue Pricing

ClientVenue provides the most effective and cutting-edge client project management software and highly open and transparent pricing policies for client portals.

Both ClientVenue's professional and enterprise plans come with a 14-day free trial. If you start with one of the two plans, you can get an extra two months for free.

Conclusion

Businesses are looking for methods to attract customers, increase productivity, and lower operating expenses.

One of the best ways to achieve this goal is to invest in project management software with a client portal like ClientVenue. Yes, you heard it right.

ClientVenue is the best project management software with client portal options inbuilt and has client portal features to support clients and teams.