7 Best Project Management Software with Client Portal

Project management software with a client portal is an essential part of any agency. It allows you to communicate and manage your clients' expectations much more easily, without having to rely on back-and-forth emails or project update meetings.

7 Best Project Management Software with Client Portal

Project management software with a client portal is an essential part of any agency. It allows you to communicate and manage your clients' expectations much more easily, without having to rely on back-and-forth emails or project update meetings.

The best part of a client portal is that it allows you to share and request files directly with your clients, which saves both time and money.

You can also use the messaging feature in most portals to send invoices and for feedback or questions from your client.

In this post, we'll take a look at 7 best options for project management software with client portals that you can use now!

1. monday.com

monday.com’s client management portal mixes Kanban boards and Gantt charts with a simple CRM to make team collaboration easy.

Once you invite a client in, they can @mention your team members, give feedback, and approve tasks so a project can progress to the next phase.

The portal takes some of monday.com’s most recognizable features—boards, reminders, due date notifications—and combines them into a shareable workspace.

You can share project roadmaps or build simple Kanban boards and pipelines so your client can visualize how a project is progressing.

As you can split projects into separate tasks where you attach notes and links, clients can also have access to these to give feedback or ask questions (if you permit them!)

The most helpful part about sharing project information like this is that your client is constantly kept in the loop. They can see due dates for tasks and milestones, which sets an expectation for when they can expect work to be complete.

In terms of integrations, monday.com integrates with almost every app you might use as an agency from Asana to Zendesk and Slack.

You can also import tasks from Trello or Workamajig straight into your projects for a seamless transition between platforms, which means less time spent exporting/importing files.

2. Celoxis

Celoxis has the most advantage  points for being a great project management software with client portals.

Celoxis' single-login feature, which can be integrated into your own website so there is no need to send out login links every time you update the portal, has been one of our favorite features since they launched it last year.

You can easily give your clients access so that they can login to view reports shared with them, engage in online discussions, share files and even participate in business workflows like bug tracking, change requests, and issue management.

Celoxis also has a very customizable portal as you have the ability to pick which tasks or projects are displayed on your homepage. This way you can update your clients with specific information that is important to them.

You can also use Celoxis' Project Management and CRM features together in the portal, which helps you track how projects are progressing while giving access to your client for updates on what work has been completed so far.

Celoxis integrates with almost every app we could think of,  including Google Drive, Dropbox, Slack and many more.

3. Wrike

Wrike has all of the essential project management tools you would need to manage your projects, but it also includes a client portal that allows external stakeholders to collaborate with you.

You can upload files and share them directly with clients without having to send multiple emails back-and-forth about file versions or permissions for edit access.

The Wrike portal is one of the best project management software with client portals because it allows you to keep track of what changes have been made to every file.

This way you can easily see if a vendor has shared something that needs updating or approve certain tasks before they are processed.

Wrike’s messaging feature works similarly to monday.com in that you can send invoices, ask questions or give feedback through this interface instead of having to track down your client’s email.

Wrike also includes a feature that allows your clients to manage their own tasks and deadlines so they are always up-to-date with what work is being completed on the project.

The Wrike portal also has a customizable homepage that you can pick which projects are featured so your clients only see what is relevant to them. It has a simple user interface for project managers to engage with clients and improve communication.

Wrike has integrations with customer management solutions and sales lead tools, employee capacity monitoring, and onboarding templates.

The most helpful part about sharing project information like this is that your client is constantly kept in the loop. They can see due dates for tasks and milestones, which sets an expectation for when they can expect work to be complete.

4. OneDesk

OneDesk has a built-in customer service portal for managing support tickets and knowledge base articles.

You can easily manage your clients’ expectations by adding deadlines to milestones, sharing updates on progress or even setting up call reminders so that you never miss an appointment with them again.

The OneDesk client portal is one of the best project management software with client portals because it’s so easy to use.

You can send messages, attach files and track support tickets all in one place instead of having to juggle between different platforms or apps that are specific for each task you need completed.

OneDesk also has integrations with most of the apps you use every day, including Dropbox, Google Drive and Zapier.

The best part about their customer portal is that it’s so easy to update your clients without having to send them multiple emails or contact forms at different stages throughout a project.

You can track work in progress and leave comments to keep everyone up-to-date on where things are at any given time.

Plus, each milestone has a deadline date for when you expect it to be completed by so deadlines can’t slip through the cracks and your clients always know what to expect from you in terms of timing.

5. EasyProjects

EasyProjects is a project management tool with client portal that allows your clients to see the status of their projects in real-time.

You can update any milestones, tasks or even deadlines on both sides of the platform so everyone knows exactly where they stand at all times.

Their customer portal feature also makes it easy for you and your clients to communicate about work that needs done or even provide feedback on what they like and don’t like about their project experience.

The best part of the EasyProjects client portal is it doubles as a time tracking tool, so you can keep track of how much time you are spending per task when working with your clients.

Their customer portal also makes it easier to invoice your clients at the end of a project because you can easily track what has been done and how much time was spent on each task.

With all this information, there’s no need to use multiple platforms for communicating with your team or keeping an eye on work that needs done. You have everything in one place, which makes it easy.

6. Freshdesk

Freshdesk is a cloud-based customer service software with client portal that streamlines the entire process of managing and communicating with your clients.

You can update new tasks, milestones or even deadlines from within this platform instead of having to track down each individual’s email address and send them an update manually.

It also makes it easy for clients to report problems or ask questions, which means your time is better spent on critical tasks instead of fielding support hotline calls.

The best part about Freshdesk’s customer portal feature is that you can create new tickets right from the platform so there’s no need to forward emails back and forth with each team member.

By using Freshdesk’s customer portal, you can also add metadata to articles, giving them a chance to show up in search engine results. Once the article is up, Freshdesk tracks it to see if customers are reading it and its performance.

If your client still doesn’t get the answer they’re looking for, they can submit a ticket. If they do, each ticket is kept in a database where clients can check its status, and they’ll get a notification if you act on it.

You also have the option to set up a canned response so you can send out an automated email for frequently asked questions and save yourself some time in the process.

This customer portal is perfect for project management software because it’s easy to use, but still has all of the features that will keep your clients happy at every step of a project.

7. Accelo

Accelo is a project management tool with client portal that allows you and your clients to communicate on the go.

Their customer portal feature makes it easy for you and your clients to keep an eye on milestones, tasks or even deadlines without having to send emails back and forth or try tracking down each other’s phone numbers.

It also have handy features to link with  billing and invoicing, so you can keep track of everything that was billed to your client or any payments they made.

If your clients need to get in touch with you, the customer portal makes it easy for them because they can submit requests under each milestone, which means there’s no more wondering who needs what or when.

It allows you to store all of your client’s information in the portal, from overdue payments to tax information and upcoming jobs.

You can send quotes and invoices from inside the dashboard, and the documents tab inside the portal also allows you to add in any files for your client so they can look at them or give feedback if you need it.

The Knowledge base catered with these project management empowers customers with self-serve articles and training modules to resolve common technical problems.

As customers are better equipped with resources that lead them to ticket resolution, repetitive tasks are eliminated.

As you can see, all of these project management tools have a customer portal feature and add-on benefits.

While they each work differently and have their own pros and cons, this is what makes them great at keeping clients happy while also making your life easier as a freelancer or business owner.