It’s 2023, and we live in a world of digital technologies. It has never been more critical for businesses to adopt a more personalized, customer-centric approach. Thanks to the rise of the latest, most advanced technological solutions, modern companies have many options at their disposal for handling their customer service and support needs.
However, integrating various tech tools into your business processes might cause disturbances with your ongoing operations. Fortunately, the best client portal software tools are designed to integrate with your existing systems seamlessly.
More importantly, these tools aren’t complicated to set up or require specific system requirements. To help you choose the best software, we’ve developed a list of the 25 best client portal software solutions.
All the tools mentioned in this article can significantly improve your inbound and outbound communication with your customers, provide them with the customer service they deserve, and more. These are currently the best solutions on the market. Read on to find out more about each tool, the best features, pros and cons, pricing, and more.
What is client portal software?
A client portal software is a customer portal software tool that acts as a self-service platform. The portal provides your customers with access to detailed information regarding your products and services 24/7/365. It can either be a web application or a website that offers secure client portal storage space to share and distribute important information and documents.
This software tool allows companies to create multiple dedicated support portals, establish online forum software options for your community, and keep their staff in the loop.
Self-service web portals and community forums are an excellent way for companies to provide a secure client portal that can serve as a digital gateway for their consumer base.
Why use client portal software in your business?
For years, businesses have been using many different collaboration and communication solutions to enable data flow within their organizations. These solutions are called intranets and allow companies to establish a safe environment for effective collaboration with their target audiences. However, intranets are more suited for handling internal operations.
Problems arise when a company needs to extend the same functionality and efficiency for external business processes as well, and that’s where a client portal software comes into play. Let’s see how using client portal software can benefit your business.
Improved customer collaboration and communication
A client portal software is essentially a digital portal with several self-service options that your customers, clients, employees, and suppliers can use to find all the information they need when they need it.
It’s a secure portal that provides 24/7 customer support and allows businesses to enjoy a decreased support request volume. Offering a customer portal can increase customer satisfaction and improve the personal connection with your brand, which guarantees an improved user experience.
The goal of a client portal software is to provide your consumer base with easy access to relevant information. You can use it to create your internal knowledge base to serve as a source of information for your online community.
Use it to develop your community forum where your consumers can tap into various options for getting relevant information. Your community forum should include:
- Knowledge base articles, troubleshooting tips, and FAQs
- Client projects
- Collaborative services
- Document sharing options
- File sharing options
- Free client access
Build customer loyalty
One of the most significant advantages of client portal software is its customizable interface. It’s packed with options that you can use to organize and personalize your user interface to suit your customer service and support needs better.
Creating, updating, and managing and accurate information will result in increased customer loyalty and customer retention.
Improved customer service
Perhaps the biggest benefit of using client portal software is the chance to take your customer service to the next level. Recent studies have shown that more than 70% of consumers expect unprecedented levels of customer service.
Then, there’s also the fact that consumers have different preferences when it comes to communication channels. Some prefer live chat, others desire phone conversations, while others prefer email.
However you take it, modern consumers prefer to communicate with brands via their preferred channel. More importantly, they want to do it on their own accord, whenever and however they please.
Modern consumers will appreciate a brand that gives them 24/7/365 access to a client portal in which they can find all the necessary information they need.
Your customers will be able to receive customer support outside of working hours. That can be incredibly useful for both your customers and collaboration with clients. If we consider that remote working is on the rise (16% of companies are now fully remote), increased responsiveness becomes vital.
Top 5 client portal software compared
|Contact center||Capterra Rating||Web based||Free version||Free trial||Starting price|
|LiveAgent||4.7/5 (approx. 1K reviews)||YES||YES||YES||$15 per agent/mo|
|Huddle||4.3/5 (approx. 2.5K reviews)||YES||YES||NO||$19 per agent/mo|
|Zendesk||4.5/5 (approx. 1.6K reviews)||YES||YES||YES||$14 per agent/mo|
|SmartVault||4.6/5 (approx. 660 reviews)||YES||NO||NO||$65 per agent/mo|
|Onehub||4.5/5 (approx. 570 reviews)||YES||NO||YES||$19.95 /mo|
Best client portal software features
With so many client portal software solutions at their disposal, businesses are having trouble choosing the one solution that suits their specific customer service and support needs. Perhaps this list of the best client portal software features can help clear things up.
A client portal software solution should be fully scalable with an intuitive interface and user-friendly features to help businesses manage their knowledge repositories efficiently.
However, it’s essential that your solution supports multiple knowledge bases and allows you to manage internal and external knowledge bases without any limitations.
Choose a software tool that allows you to create a multiple-knowledge base with the FAQ page and different categories that will also include relevant articles in your industry, as well as a WYSIWYG editor.
Every business needs internal/public community forums with fully customizable categories and SEO optimization based on keywords and phrases. Your client portal software should provide such features but in a way that matches your design aesthetics.
Ticket management and tracking
Your perfect client portal software should be fully transparent with a unified inbox that empowers your customers to take action. It would be even better if your solution included a hybrid ticket system with ticket submission and ticket history options.
A proper ticket tracking system allows your customers to manage their tickets and requests on their own. With automated ticket distribution, your customers can track their resolution progress, review submitted tickets, view past tickets, and more.
Choose software that includes an option to set your own rules, such as action rules, time rules, SLA rules. With such software, you can monitor transfers, postpone or change ticket priority, track resolution, and delete tickets efficiently.
Live chat is one of the most important features a client portal software can have. It’s easily integrable and encourages customers to contact your customer service agents if they can’t find the information they need.
Integrate live chat with your knowledge base to harness the power of automation and email ticketing to provide your customers with the customer support they deserve. LiveAgent is an excellent client portal software with an integrated live chat option that allows you to:
- Choose a chat button to organize your communications better
- Customize your chat windows
- Integrate live chat to your website
- Send proactive chat invitations to make customer interactions faster and more efficient
- Create post-chat surveys
- Monitor your current website traffic to see how many online visitors there are on your website
A client portal software should have a built-in CRM to provide agents with relevant customer information, past queries, orders, and interactions across all communication channels.
A built-in CRM is an excellent option that helps you gain control over your customer communications. More importantly, it allows you to store all of your contacts’ information by adding as many contact fields as are needed.
How much does client portal software cost?
Finally, before you decide which client portal software to go with, you should take pricing into account. How much a specific software solution costs depends on the available pricing plans.
Some software solutions base their pricing on a custom pricing model, while others use freemium pricing models. Pay special attention to details such as the cost of the user per month or month per user. If your business has specific needs, going with a solution with a custom pricing model is your best option.
Top 25 providers
Out of all client portal software solutions out there, LiveAgent is probably the best, most effective customer portal solution on the market. If your business needs a solution to deliver exceptional support at incredible speeds, LiveAgent should be your number one choice.
This cloud-based customer service software 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.
- Multiple customer portals and internal and external knowledge bases
- Social media, call center, email ticketing, and live chat integrations
- Powerful automation rules
- 24/7 customer/user support
- Multilingual chat widget for providing support in multiple languages
- FAQs, forums, SEO how-to articles, feedback
- Multichannel ticket tracking
- Unlimited users and storage access
- Built-in CRM
- Ease of use and exceptional functionality
- Perfect for growing businesses
- Intuitive interface
- Mobile support
- Has a learning curve
LiveAgent offers four pricing plans:
- Ticket: $15/agent/month
- Ticket+Chat: $29/agent/month
- All-inclusive: $49/agent/month
A free 14-day trial is included at the All-Inclusive level. No credit card is required.
Try it out
Leverage the full power of LiveAgent client portal software.
SuiteDash isn’t just an ordinary client portal software but an entire cloud-based and fully integrated platform. This software solution is an excellent option for small to medium-sized companies. While many companies struggle with getting multiple solutions to work together, SuiteDash overcomes this challenge with ease.
It provides access to all the most commonly used features, tools, and options to handle customer service and support needs effectively. If the all-in-one solution is what your company is looking for, SuiteDash might just be the right option for your business and customer service needs.
- Full-featured client portal and CRM
- Task and project management
- Intuitive collaboration and file-sharing tool
- Recurring, invoicing and estimates subscription payments
- Drip and email marketing tool
- Privacy compliant messaging
- Live chat and real-time customer support
- GDPR and HIPAA compliant
- Excellent solution for streamlining communications
- Great automation features
- Responsive customer support
- Interactive dashboard
- Some features are not intuitive
- Workflow automation can be glitchy
SuiteDash offers three pricing plans:
- The Start plan: $19/month
- The Thrive plan: $49/month
- The Pinnacle plan: $99/month
Every pricing plan comes with a 14-day free trial, and no credit card is required to start the trial.
Monday.com is a client portal software with a built-in CRM to help companies manage customer data in a much more effective and organized way by allowing them to monitor and track all customer interactions and processes in separate threads.
The solution comes with an option to build fully customizable dashboards so that your customer support team gets a clear and organized view of all business opportunities, performance, processes, sales, and so on. It allows you to share your progress with your customers/clients and is a suitable solution for businesses of all sizes.
- Shareable dashboards with access to clients
- Due date notifications and automatic reminders
- Automated task assignment and scheduling
- Online lead generation and capturing
- Community forums, client guides, tutorials, and webinars, including FAQ pages
- Fast onboarding and platform adoption
- File storage space
- Ease of use
- Premium plans include unlimited storage
- Free trials include unlimited boards and users
- Time trackers are glitchy and need improvement
- Some social media integrations are missing
- Reporting could be more robust
Monday.com offers four pricing plans:
- Basic: $25/3 users/month
- Standard: $39/3 users/month
- Pro: $59/3 users/month
- Enterprise: Custom pricing model
The prices mentioned above are based on three users. If there are more than three users, the price will increase.
Nifty is an excellent project management tool that can be easily customized and turned into a real-time, full-featured client portal. Many companies use Nifty to combine customer collaboration, communication, and management under one roof and improve team productivity, customer service, and more.
The tool can reduce project development cycles, but its biggest strength is combining automation, communication, and collaboration in one user-friendly platform. It’s a perfect solution for companies that need client and customer interactions, including project stakeholders and organizational goals, organized in one place and on schedule.
- Project portfolio dashboard for organizing projects by folders, clients, department, or team
- Automated task scheduling and assignment
- Built-in automation for sending auto-invitations, document creation, tracking progress, and task completion, and track-list milestones
- Client permission
- Project overviews, open API, task and milestone dependencies, and task recurring
- Onboarding features such as video guides, tutorials, and live chat support
- Advanced features
- Very user-friendly
- No steep learning curve involved
- All pricing plans include a wide range of features
- The onboarding process needs more in-app information
- Sprint velocity needs improvement
- The task/milestones feature needs better navigation
Nifty offers four pricing options:
- Starter: $39/month
- Pro: $79/month
- Business: $124/ month
- Enterprise: Custom model pricing
While Kahootz has a substantial learning curve and requires a little bit of IT consultancy, training, and tech-savvy, your customer service staff will get a user-friendly, powerful tool for secure communication and collaboration in the cloud-based environment. It allows customer service and support teams to set up workspaces and provide clients with an exceptional level of cooperation in a timely manner.
The biggest strength of Kahootz is its incredible level of security. The software provides many safety and security features to ensure your data is safe. More importantly, it offers options to audit security credentials independently – a thing that makes Kahootz a perfect solution for governments, large enterprises, and so on.
- Advanced document management with approval, direct editing, and version control workflows
- Personalized and customized surveys for gathering client feedback
- Client-friendly and engaging databases that allow them to leave their votes on product/service enhancements
- Client content management controls
- Online community with blogs, articles, and forums
- Customization and personalization features
- Ease of use
- Great mobile support
- Excellent solution for remote working
- Elimination of redundant emails to save time
- 30-day free trial
- Email notifications tend to make inboxes cluttered
- Database lacks archiving
- Not a suitable solution for small businesses
- Starter: £5/user/month
- Professional: £10.50/user/month
- Enterprise: £10/user/month
Zendesk is a well-known cloud-based customer service software that allows businesses to create customer and client portals with a wide range of self-service options. By purchasing the Zendesk Suite, you get access to various features, including talk, chat, guide, and support features.
Zendesk is an excellent all-in-one solution for companies that need full-featured customer support, including a client portal.
- Advanced task management
- Social media monitoring
- Collaboration tools
- Sentiment analysis
- Advanced reporting
- Personalized customer service and support via the Guide feature with additional self-service options
- Live chat and messaging system for real-time customer engagement
- Zendesk marketplace integrations
- Ticket management system
- Fast and reliable all-in-one platform
- Easy integrations with other apps
- Easy ticket and conversation tracking
- Confusing settings page with too many options
- A bit of a pricey software compared to other similar solutions
- Certain features need improvement (ticket merging, etc.)
Pricing ranges from $19-$99/user/month. All prices are billed annually and include a free trial.
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 customers, share the relevant information, provide the necessary assistance and service, and more.
However, the biggest advantage that Clinked has on offer are its collaboration features, specifically designed for customer service and support agents. If your clients prefer private conversations, Clinked is the way to provide personalized service and allow them to give feedback, access online information, chat with your customer support, and more.
- Unlimited file sharing storage (depending on the plan)
- Additional customer support features like group chat, live discussions, shared calendar, reminders, and more
- Private client conversations on multiple locations
- Strong mobile support and optimization
- Instant communication and collaboration options
- Responsive customer service team
- Clean interface with transparent options
- Fantastic range of features
- The software lacks a spell check feature
- Needs more customization options
- There are no integrations to other software solutions
Clinked is available in four different pricing plans:
- Starter: $83/month
- Collaboration: $209/month
- Premium: $416/month
- Enterprise: Custom pricing model
Onehub was designed to be a classic cloud-based file-sharing software tool for businesses of all sizes. Aside from many file-sharing capabilities, there are additional options that make Onehub worthy of our list. When it comes to matching your client portal needs, you can count on fantastic features, such as workspace customization, activity tracking, communication, and collaboration.
- Workspace customization
- Dropbox file sharing and management
- Simultaneous multiple file uploading
- Permission setting for an increased security
- View file previews and allow customer interactions with your content
- Customer engagement via tasks, comments, alerts, and notifications
- Automatic numerical indexing
- Online and mobile support
- Google Docs integration
- Safe and secure file sharing system
- File-sharing can take up to several hours
- Access problems
- UI lacks some basic features
Onehub offers three pricing models:
- Team: $29.95/month
- Business: $99.95/month
- Enterprise: Custom model pricing
Huddle is a free client portal that requires only a web browser to work. It’s a user-friendly client portal solution, perfect for tracking all activities and interactions, discussion and communication with clients, file sharing, data exchanging, and more.
Huddle can be easily combined with Microsoft Office Online to allow users to co-edit and review all the documents that have been exchanged. The software comes with excellent collaboration and file sharing features, and the fact that you can use it for free only makes it better.
- File sharing system allows you to upload/download files up to 10 GB in size
- Microsoft Office and G-Suite integrations
- Mobile optimization and accessibility
- Multiple file sharing capability (up to 500 files at a time)
- Supports the native document file types
- Invitation-only workspaces with provided access
- Advanced email inbox customization options
- There is no automation option/workflow for the approval feature
- No option to upload Google Docs into Huddle
- Lacks simultaneous editing
Huddle is free to use.
10. Client Portal
Client Portal isn’t your ordinary client portal software but a WordPress plugin that you can seamlessly integrate with your website to cover your customer service and support needs. It has plenty of features that allow businesses to effortlessly handle multiple client inquiries, keep track of conversations, manage various projects, and more.
Due to its nature as a plugin, Client Portal won’t interfere with your website’s background processes. To create a client portal, simply take the portal template, provide your clients with access, and start adding and updating the modules.
- Google Docs document collaboration
- Website integration
- Slack team communication options
- Easy module addition and removal
- User-friendly design with website support
- Dropbox file synchronization
- One dashboard for managing client interactions
- Easy updates sharing
- User-friendly interface
- Limited customization options
- Cluttered back-end/editor interface
- No option to add multiple users
There are two pricing models:
- Single site license: $199 per year
- Multi-site license: $399 per year
Choose a solution that suits your needs
LiveAgent is a fully scalable and user-friendly client portal software.
Despite being primarily an email ticketing system, Suppportbee also provides many great options for most client portal needs. Aside from advanced email setup and ticket management options, Supportbee provides everything your customer service needs to handle client interactions from a single, unified location.
Supportbee will automatically convert each new email into support tickets to ensure no customer request or inquiry remains unsolved.
- Ticket management and assignments with forwarding, commenting, and more
- Increase the size of your sending email attachments to 20 MB
- Increase the size of received file attachments up to the size of 100 MB
- Email ticketing system with ticket forwarding, auto-responder, spam filtering, customer satisfaction ratings, etc.
- HTML email rendering.
- Request filtering by client
- Traffic tracking and monitoring
- 3rd party integrations
- Cluttered message threading
- UI could be organized better
Supportbee offers two pricing plans:
- Startup: $13/user/month
- Enterprise: $17/user/month
There is also a 14-day free trial available.
Here’s another practical solution that helps businesses build client portals. Aside from building applications, Mendix allows you to fully customize and personalize your client portals to match better the needs of your customer service and customers/clients.
With Mendix, you can choose a template for your client portal and build a resilient, scalable, and portable application that you can easily deploy anywhere. This software allows you to create a multi-experience for your clients by harnessing the power of artificial intelligence to build an intelligent and intuitive client portal where your clients can seamlessly tap into conversations, find relevant information, and more.
- Client portal development
- Cloud deployment
- Multi-experience with context-aware and visual design for the ultimate user experience
- Cognitive options to improve your portal
- Data integration
- End-to-end process automation
- Agile project management
- Visual modeling features
- Fully scalable solution
- Excellent and flexible development options
- No coding knowledge required
- Scrum support
- A bit expensive when compared to other similar solutions
- Mobile optimization could be better
- Poor memory management
Mendix is available in three different pricing plans:
- Basic: starts at €50/month (5 users + 10€/user/app)
- Standard: starts at €800/month (+€10/user/app)
- Premium: starts at €1600/month (+€10/user/app)
There is also an option to only pay for the users you need, and the price is €10/user/month.
While Paypanther is used for project management and CRM, it can be an excellent business management software solution for creating your client portals in a cloud-based environment.
PayPanther is designed for small and medium-sized businesses. It offers customer service options, such as document management, CRM options, project management and tasks assignment, online client invoicing, etc.
If your business requires a full-featured operational toolkit for handling your business operations, project management, and customer interactions, PayPanther might just be the right solution for your needs.
- Full integrations with MS Outlook, MS Word, QuickBooks, MS Office 365, PayPal, Gmail, and Google Calendar
- Dedicated customer service team and account manager
- Invoice branding
- Task management
- Time tracking
- Progressive data insights
- Seamless file organization and client communication
- Custom reporting
- User-friendly and intuitive
- Easy communication with clients
- Syncs with resources like Box, MailChimp, QBO, and more
- Timekeeping function needs improving
- Creating reports can be tricky
PayPanther has three pricing models:
- Solo: $24 per month
- White Panther: $39 per month
- Jaguar: $89 per month
Even though Lucion is designed to be a document/file management software, there’s more than meets the eye to this fantastic piece of tech. Aside from providing one of the most secure file-sharing solutions on the market, Lucion is also an excellent client portal for small companies and startups.
Lucion provides many fantastic features that make it so popular among small businesses. This client portal software is accessible on phone, tablet, laptop, and desktop and comes with many customization and personalization options for both users and clients.
- Full personalization options for personalizing the portal with custom color schemes and brand logo
- Fully integrated client portal with FileCenter file management and document sharing system
- Send/receive files from/to clients
- Shared folders and files scheduling before and after sharing and sending of data with the option to set the expiration dates for all shared data
- Unlimited client access
- Advanced files organization and management
- Document management and client portal in one platform
- Exceptional user-friendliness
- PDF creation and editing
- OCR search
- Integration with most cloud services
- Pop up messages that can’t be removed
- Certain features load slowly
- Inability to save settings preferences
Lucion provides access to FileCenter based on three pricing plans:
- FileCenter Std: $49.95
- FileCenter Pro: $149.95
- FileCenter Pro Plus: $249.95
There is a free 15-day trial available as well.
SmartVault is an exceptional software tool for handling your client portal needs. It allows your clients to download their files via a secure client portal feature that provides a range of collaboration and communication tools.
Your customer service and support agents can tap into those tools to collaborate with clients, work on projects without compromising convenience, privacy, or security.
The software makes sending documents easy. All it takes is to store the document in the SmartVault and manage it from there. Users can create branded client portals to share and securely request files.
- Support for different file formats like images, videos, graphics, PDF, etc.
- PowerPoint, Excel, and Microsoft Word support
- Secure file sharing by using built-in features like KBA, e-signature, and more
- Compliance tools such as SEC, FINRA, HIPAA
- Client workflow automation with app integration for Quickbooks, DocuSign, and Hubdoc
- Excellent cloud document storage
- Easy file access for clients
- Email notifications
- Excellent solution for accounting firm and tax preparation companies
- Interactive, secure client portal for electronic data transfer
- Random error messages tend to pop up
- Problems with saving files on the server
- Unresponsive customer service
SmartVault is available in four different pricing plans:
- Starter: $16/user/month
- Professional: $20/user/month
- Enterprise: Custom pricing model
- Accounting Pro: $40/user/month
Starter, Professional, and Accounting Pro pricing plans are available for free trials, and there’s also an option to pay annually and save 20%.
Acuvate is a client portal software that provides a fantastic range of excellent features for the full-scale automation of business processes, data management, communication, and collaboration.
Aside from providing a one-in-all platform that helps you manage your customer relations, this customer portal has one advantage over other similar solutions. It offers an additional range of tools for improved customer relationships, personalization, enhanced ROI, and overall organization and management of your business operations.
- Order management options for easier order tracking, drafting and placing
- 360-degree product view feature for an improved customer experience
- Finance dashboard with company codes for better management of credit limits, payments, invoices, etc.
- Client portal with ERP integrations, including CRM, Oracle, SAP, etc.
- Multi-currency and multi-language options
- Fully compatible with desktops, tablets, smartphones, etc.
- Industry-specific templates
- Rich client experience
- Highly configurable
- Exceptional personalization
- The notification system for important events tends to be a bit glitchy
Pricing is custom; please contact the vendor for more information.
If your business requires a client portal solution for simple task prioritizing and email ticketing, OneDesk might just be the simplest way to handle customer requests and manage tickets. OneDesk also offers an option to share the status of product and service releases and updates with clients.
What makes OneDesk an excellent solution is that it works much like a ticketing support system and client portal at the same time. OneDesk gives your clients complete control of their messaging as a client portal, including prioritization, progress tracking, and ticket support options.
What separates OneDesk client portal from other software solutions is the space for clients to request new services or features by sharing their feedback with your customer service agents.
- Ticketing support system
- Client messaging access and control
- Ticket management
- OneDesk app for submitting tickets
- Client portal website integration widget
- Full integrations with tools like Slack, WordPress, Dropbox, Zapier, Mailchimp, and more
- Robust ticketing system
- Comprehensive webforms
- An option to create a knowledgebase
- Email integration
- It doesn’t support desktop devices
OneDesk offers the following pricing plans:
- Free trial
- Five users: $30/month
- Ten users: $50/month
- 20 users: $100/month
- 50 users: $200/month
- 100 users: $375/month
EasyProjects is an excellent client portal solution for businesses that need simple project tracking and tagging. The software comes with a functional, minimalist design that makes tagging and tracking projects easy and transparent.
One of the most incredible things about this client portal solution is that it allows you to label tasks for internal use only and create separate timelines to organize, share documents, and distribute your customer service resources.
Aside from providing all necessary client portal features, EasyProject is also an incredibly intuitive project management tool that allows users to create an estimated timeframe to resolution. With this feature, you can see how much time your team needs to resolve each ticket/task, set different deadlines, track progress in real-time, and more.
- Project tracking and tagging
- Task labeling
- Time and progress tracking
- Project management tools
- Feedback gathering
- Automatic notification
- Collaboration and communication options
- Client file storage with access permission
- Integrations with Zendesk, Adobe, Salesforce, JIRA, and more
- RESTful API
- Fantastic project management options
- Simple and easy to use tool
- Responsive customer support team
- Auto notifications for tracking projects
- Client user experience could be better
- Pop-ups tend to interfere with user experience
- The report generator needs improvement
The pricing for EasyProjects starts at $24/user/month. Other plans operate on a custom pricing model and require you to contact the vendor.
19. Freshdesk customer portal
As its name suggests, Freshdesk Customer Portal is an excellent solution for companies with a large customer base that need to handle many support tickets. The most significant advantage of this solution is that it combines a wide range of tools and features in one solution: a knowledge base, client forums, and a ticket managing system.
It has a pre-set interface that provides clients with plenty of options to solve their problems themselves, helping reduce the number of submitted tickets.
Freshdesk also provides clear and transparent navigation options with a built-in algorithm that automatically provides answers based on customer queries. At the same time, the search filter navigates users through the forums and knowledge base. Users can build their knowledge base by using a portal-building tool.
- Knowledge base
- Client forums
- Ticket management system
- Advanced search options
- Portal-building tool
- Ticket status notifications
- Custom branding options such as add multiple languages, color schemes, add a domain, etc.
- Built-in integrations for PayPal, Hubspot, Slack, and more
- Mobile app for Android and iOS.
- An amazing array of customer portal features
- High interoperability
- Built-in phone system
- Facebook integration
- Gamification options
- Email formatting process could be better
- Reporting is very complicated and requires additional knowledge
- Email templates need more customization options
Freshdesk Customer Portal comes in five different pricing plans:
- Sprout: Free/unlimited agents
- Blossom: $15/agent/month
- Garden: $35/agent/month
- Estate: $49/agent/month
- Forest: $99/agent/month
All plans include 24/7 email support. Paid plans offer a 24×5 phone support option, and you can also pay for additional bot sessions, $100 for 1000 bot sessions/month. It’s also possible to pay annually if you want a slight discount.
Accelo is a user-friendly client portal solution that allows businesses to track any client’s billing history. Built with a self-service focus, Accelo allows your clients to use the portal features to find emails, documents, and files, while users can update files and receive email notifications when clients give feedback.
- Customer-centric process automation
- Flexible email ticketing
- Email alerts and notifications
- Business service management software
- Streamlined processes with built-in CRM
- Manage finances, data, time, tickets, and requests
- Team inbox
- Client records
- Issues dashboard
- Client portal
- Cloud-based ServOps
- Activity tracking
- Ease of use
- Integrations with leading platforms such as G Suite, Microsoft, JIRA, Zapier, PayPal, Slack, Hubspot
- Fantastic file-sharing system
- Customer-centric client portal
- Self-service options
- End-to-end project management
- Export functions and navigation need improving
- Reallocating/moving tasks is a bit tedious
- Email errors and issues with hyperlinks, scraped links, and missed emails
Accelo is available in five pricing plans:
- Projects: $39/user/month
- Sales: $39/user/month
- Retainers: $39/user/month
- Service: $39/user/month
- All-in-One ServOps: $79/user/month
There’s also a free 14-day trial available for every plan.
21. Workflow Max
Workflow Max is a client portal that allows users to keep detailed records of client information, notes, and payments. Its portal features are mostly based on services such as billing information, invoices, and payments.
Workflow Max also offers various options to store all your client data in the portal and record everything from upcoming jobs and tax information to overdue payments. A unified dashboard allows you to send invoices and quotes, while the document tab system inside the portal makes it easy to add any files for your clients.
This solution is also part-CRM, meaning that it gives you access to customer information storage, client accounts, document attachments across client profiles, and more.
- Job management
- Time tracking
- Xero integration
- Lead management
- Client manager for easier managing of your client data and relationships
- Document management
- Collaboration manager
- Multiple workflow templates
- Audit trail for updating stakeholders on status and communication
- Great for remote working
- Detailed job tracking
- Highly customizable
- Navigation tends to be a bit confusing
- Inventory integration needs improving
- User permission levels should be more flexible
There are two pricing plans available for Workflow Max:
- Standard: $45/3 users/month
- Premium: $95/3 users/month
If your company needs an all-in-one solution, Teamwork might just fit the bill. It’s a perfect solution for businesses that require project management, communication, and automation in one software tool. Teamwork is a client portal, but it’s also a hub where your customer support team can manage, organize, and track client communication via an effective email ticketing system.
You can easily turn each custom email into a support ticket for easier customer relations management. However, Teamwork also offers features that automate client responses, such as canned messages and customization templates.
It’s a perfect solution for creating FAQ pages and client forums with pre-populated answers. It also offers a broad range of customer interaction and status tracking options to monitor your customer service performance at all times.
- Management suite for faster project delivery, seamless communication, and improved collaboration
- Task and resource management
- Time tracking
- Advanced reporting
- Live cha
- Project streamlining
- Teamwork CRM
- Project tracker template with spreadsheets
- Client onboarding templates
- A secure and reliable solution
- Transparent roadmap
- Multiple mobile apps
- Fantastic customer support
- Requires training
- Scheduling feature needs improving
Teamwork is available for free and in three paid plans:
- Deliver: $12.5/user/month ($10 if billed annually, 30-day free trial included)
- Grow: $22.5/user/month ($18 if billed annually, 30-day free trial included)
- Enterprise: Custom pricing model (no obligation)
NetSuite’s biggest strength is that it rolls collaboration, service, and sales into a unified and powerful tool. NetSuite’s client portal is packed with excellent features that allow the user to provide clients with password-protected access to the portal. They can tap into the knowledge base, access documents, submit support tickets, etc.
Designed for self-service, NetSuite is also quite interactive, meaning it empowers clients to manage their requests, view histories, make new inquiries from inside the portal, manage profiles, browse past interactions, check invoicing, etc.
- Client portal access permission with password protection
- Email ticket management
- Collaboration and communication tool
- Knowledge base options
- Storage hub for storing notes, canned messages, documents, contacts
- Live chat
- Integrated CRM
- Free basic support
- Large user network
- Oracle acquisition
- Great customization
- Steep learning curve
- Software may require expensive customizations
- It can be slow at times
- Pricing plans aren’t listed on the website
For more details on NetSuite’s pricing plans, contact the vendor.
If you believe knowledge is your most invaluable asset, Bloomfire might just be the client portal software for you. Considered by countless companies to be one of the best client portal solutions on the market, this software allows you to organize and manage your business processes and files in one unified digital tool.
Aside from taking your customer service to the next level, this tool is a full-featured, central platform with marketing insights and research data. More importantly, it provides your marketing and sales teams with necessary contact information to increase lead generation, overall productivity, sales, decision-making, customer retention, conversion, and client satisfaction.
Save time, effort, and resources by improving your customer service with top integrations, deployments, advanced reporting, self-service options, etc.
- Return in investment analysis
- Self-service options and activation
- Vendor and market research
- Dynamic knowledge base and library
- AI-powered speech
- Feedback loop
- Email and phone customer service
- Advanced reporting
- Document tracking
- File sharing option
- Mobile and web deployment
- Agile content management
- Great document control
- File sharing
- Intuitive search functionality
- Exceptional level of user-friendliness
- There’s no access control
There are two pricing plans:
- Basic: $25/user/month
- Enterprise: Custom pricing model
Boardable has an excellent foundation for managing business client portal needs. While primarily focused on nonprofit businesses, Boardable’s biggest advantage is the option to create multiple boards for managing your client collaboration and communication needs.
It also allows you to provide your customer base with the access they need while ensuring that file sharing is secure. Boardable is designed with security in mind. Each board you create is protected by the browser’s encryption, ensuring that all sensitive data and information on the platform are secure.
- Agenda builder
- Meeting center
- Document center and file-sharing
- Task manager
- Various integrations
- Great collaboration tools
- Advanced search function
- Enhanced security
- No Mac or Windows deployment
Boardable offers three pricing plans
- Essential: $79/month
- Professional: $199/month
- Enterprise: $299/month
Having trouble choosing the right client portal software?
Give LiveAgent a chance and discover all that it has to offer.
Top 5 client portal software compared
|Contact center||Capterra Rating||File Sharing||Free version||Free trial||Starting price|
|LiveAgent||4.7/5 (approx. 1K reviews)||YES||YES||YES||$15 per agent/mo|
|Huddle||4.3/5 (45 reviews)||YES||NO||NO||$10 per agent/mo|
|Zendesk||4.3/5 (approx. 2.5K reviews)||NO||NO||YES||$19 per agent/mo|
|SmartVault||4.5/5 (96 reviews)||YES||NO||YES||$20 per agent/mo|
|Onehub||4.6/5 (28 reviews)||YES||NO||YES||$15 /mo|
Let’s reflect on the top five client portal solutions and what makes them stand out from the rest.
Aside from being the most secure and reliable client portal solution on the market, LiveAgent is a help desk, ticketing system, and knowledge base at the same time. With such a massive help desk platform, handling customer requests and inquires is as simple as can be
Aside from that, it also allows you to categorize your tickets to save time while handling customer inquiries. It comes with more than 200 features and is also an excellent solution for managing your call center and email ticketing needs. No other software solution offers more value or options than this one.
Huddle is also at the very top of our list simply because it’s not just a client portal; it’s one of the best portal software solutions on the market. More importantly, Huddle successfully combines client engagement with document management, allowing users to create intranet workspaces for teams, partners, and clients.
Aside from taking care of client portal needs, Huddle also allows the user to improve decision-making and productivity, thanks to its interactive and easy-to-use interface. On top of all this, Huddle is also an excellent choice for companies that allow remote working.
If ease of use and an array of features is what you need from a client portal software, Zendesk is the right solution for you. Zendesk rightfully earned its place at the very top of our list simply because of all the options and features it offers.
Aside from handling your client portal down to the tiniest detail, Zendesk is also an excellent tool for streamlining contact center processes.
SmartVault found its way at the top of our list simply because of its high-speed access to file sharing. It also provides a secure network with a permission system and is a cloud-based management platform that works as a branded client portal and document management solution at the same time.
It’s also an excellent search tool while providing businesses with exceptional document control features. On top of all that, it covers a wide range of industries.
Finally, Onehub is another worthy contestant for the top five list because it allows users to create an online environment to handle client interactions and store business documents for easier sharing, distribution, and management. It also allows users to create customizable client portals, automate tasks, create branded dashboards, personalize file sharing templates, and more.
It offers fantastic customer service, a wide range of deployment options and integrations, as well as additional features that make it an excellent client portal solution for businesses of all sizes.
Choosing a client portal for your business can be a daunting task. However, we can make it a bit easier by highlighting the things you need to pay special attention to.
- The best all-in-one client portal software solution
While every solution on our list makes for an excellent choice, we can safely say that LiveAgent is the best all-in-one client portal software solution out of these 25 options. It’s affordable, easy to use, packed with features, and is fully scalable to match your business growth goals.
- The best client portal software with built-in ticketing, live chat, call center
LiveAgent is the best client portal software with built-in ticketing, live chat, and call center features. Aside from providing you with many great features, it also allows your customer service and support teams to connect to customers across the digital channels they prefer.
- The best feature-rich client portal software
While there are many feature-rich client portal solutions on our list, no solution is so fully packed with features, options, and tools like LiveAgent. It’s the best client portal with almost 200 different features.
- The best value for the price client portal software
With pricing plans starting at $15 per user per month, no other solution can provide such excellent value as LiveAgent. Each pricing plan provides an abundance of features and guarantees great client and user experiences.
- The highest-rated client portal software
LiveAgent is also the highest-rated client portal software on the list, with an overall rating of 4.7 on Capterra.
- The easiest client portal software to setup & use, and integrate
Finally, LiveAgent takes the prize once more as the easiest solution to set up, use, deploy, and integrate. You don’t have to be a tech genius to use LiveAgent as the software is almost fully automated.
Still looking for the convenient client portal software?
Try LiveAgent and deliver exceptional support to your clients.
Frequently asked questions
What is the difference between client portal software and project management software?
A project management software allows businesses to handle every project almost effortlessly and in record time. On the other hand, a client portal is more of a customer service and support solution that allows companies to offer a great service and experience. Project management helps businesses, while client portals help customers.
What are the benefits of using client portal software?
Using a client portal software provides businesses with many benefits: exceptional level of convenience when handling client interactions and information, improved services with an additional array of options , increased productivity by automating manual task, saving time, effort, and resources, secure data transfer, enhanced customer service, communication, and collaboration.
What features should the best client portal software offer?
When it comes to what features the best client portal should have, here’s a list of the best features every software should offer: multi-knowledge base, WYSIWYG editor for articles, knowledge base attachments, client forums, client feedback and suggestions, search widgets, configuration options, ticket management, live chat.
What is the best client portal software?
While there isn’t a one-size-fits-all answer to this question, the best client portal software is the one that caters to your specific business needs. If we consider things such as affordability, scalability, interoperability, optimization, omnichannel support, automation capabilities, and available features, it’s safe to say that LiveAgent is the best client portal software.
What is client portal software?
Client portal software is a secure digital getaway to a company’s information, files, community, and network that allows businesses to provide their customers or clients with the ability to quickly access services, files, and information online.
What is an omnichannel client portal software solution?
An omnichannel client portal allows businesses to manage all client interactions across the channels of communication they prefer to increase customer satisfaction by providing the most personalized user experience with each interaction.
How to choose the best client portal software for your business?
The best way to choose the solution that fully matches your client portal needs is to think about the most common issues that your clients have and then look into a solution that provides the best way to address those issues in a customer-centric way.
How do you customize the client portal software?
Top-rated client portals like LiveAgent come with many customization options and an user-friendly interface that makes using such options simple and transparent. Simply explore different templates until you find a solution that suits your brand.
Why is the client portal software important?
A client portal software is important simply because it makes your client interactions more convenient, customer-centric, and transparent. It helps create a strong customer relationship by providing a client forum for better collaboration.
How secure is client portal software?
Client portals are among the most secure solutions for providing safe storage for data sharing. They are much more secure than email, since most of these solutions are cloud-based. A secure client portal, like LiveAgent, uses SSL and encryption to ensure maximum security for its users.
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