Client and customer portal software is becoming essential for businesses that want to manage projects, share files, and collaborate with clients more effectively. With increasing demand for tools that offer customization, automation, and ease of use, companies are looking for solutions that can simplify their operations while enhancing the client experience. As 2024 approaches, it’s an exciting time to explore the best software options available for improving client management.
What is a Client or Customer Portal?
A client or customer portal is a secure online platform where businesses can manage communication, share files, and collaborate with clients in one place. It simplifies tasks like project updates, document sharing, and invoicing while offering customizable features to meet specific business needs. By centralizing these functions, client portals help businesses work more efficiently and improve the overall client experience.
Related: What is a Client Portal, and Why Do You Need One?
Why Some Businesses Need a Client or Customer Portal?
Some businesses need client or customer portals to improve efficiency, enhance customer satisfaction, and provide better access to valuable data. These platforms allow clients to self-manage their accounts and projects, saving time for both parties, while offering businesses deeper insights into customer behavior.
Here are some main reasons why businesses might need a client or customer portal:
- Self-service and improved communication: Clients can independently access important information and updates, reducing the need for constant communication.
- Increased efficiency: Automating routine tasks like file sharing and invoicing frees up time for businesses to focus on strategic work.
- Enhanced customer experience: A well-designed portal offers convenience and personalization, improving client satisfaction and loyalty.
- Secure document sharing and data collection: Portals ensure safe handling of sensitive information and provide insights into customer preferences and behaviors.
What Should You Look for in a Client or Customer Portal?
When choosing a client or customer portal, it’s important to focus on features that will improve efficiency, security, and the overall client experience. The right portal should be customizable, secure, and easy to use across all devices, helping businesses streamline operations and enhance communication.
Here are the main features to look for in a client or customer portal:
- Secure Data Encryption: Ensures that sensitive information is protected with strong encryption and access controls to maintain privacy and meet compliance requirements.
- Customization: The ability to tailor the portal’s branding, functionality, and content to suit the unique needs of the business and its clients.
- Mobile Accessibility: A mobile-friendly design allows clients to access the portal on any device, ensuring flexibility and ease of use.
- Collaboration Tools: Features like real-time editing, task assignment, and file sharing enable seamless collaboration between teams and clients.
- File Management: A centralized system for storing and organizing important documents, making it easy for both clients and businesses to access and manage files securely.
10 Best Client & Customer Portal Software to Try in 2024
With so many options available, choosing the right client or customer portal can feel overwhelming. The best platforms offer a mix of essential features like secure file sharing, customization, and seamless communication that help businesses stay organized and enhance client relationships. Here are 10 standout client and customer portal software options to consider in 2024, each offering unique benefits to suit a variety of business needs.
| Software | Starting cost | Free Trial | Key Features | Ideal For |
|---|---|---|---|---|
| Ahsuite | Paid plans start at $8/month | Yes, free plan available | Client portals, file management, project tracking, password manager | Freelancers, agencies, and businesses seeking a simple, organized client portal |
| ClickUp | Paid plans start at $10/month | Yes, free plan available | Whiteboards, time tracking, task management, project planning | Teams needing robust project management and collaboration tools |
| SuiteDash | Paid plans start at $19/month | Yes, free trial available | Custom branding, CRM, invoicing, file sharing | Small businesses and agencies looking for an all-in-one platform |
| Clinked | Paid plans start at $109/month | Yes, free trial available | Secure file sharing, branded portals, collaboration tools | Businesses needing secure, white-labeled client portals |
| SuperOkay | Paid plans start at $12/month | Yes, free trial available | Custom dashboards, project templates, client management | Agencies and freelancers seeking a customizable client portal |
| FuseBase | Paid plans start at $38/month | Yes, free trial available | Project management, chat features, branded portals | Businesses seeking a comprehensive client portal with affordable pricing |
| Moxo | Pricing upon request | Yes, free trial available | Real-time messaging, task tracking, branded portals | Client-facing teams requiring seamless communication and task management |
| Zendesk | Paid plans start at $55/month | Yes, free trial available | Customer support, CRM integrations, knowledge base | Companies in need of a versatile customer support platform |
| Copilot | Paid plans start at $20/month | Yes, free trial available | Messaging, task tracking, client billing | Businesses and enterprise users looking to optimize their operations |
| Freshdesk | Paid plans start at $18/month | Yes, free plan available | Helpdesk, ticketing, live chat | Businesses focused on customer service and support management |
1. Ahsuite
Ahsuite offers a fresh approach to client portals, combining simplicity with powerful features that businesses need. Its clean interface keeps things organized while providing robust tools like task management, file sharing, and password management—all in one place. What makes Ahsuite unique is its ability to embed content like dashboards, videos, and slide decks directly into the portal, eliminating the need for multiple apps. Tailored for digital agencies, Ahsuite creates a professional and secure environment that clients can easily navigate, making it a top choice for businesses looking to improve collaboration without the hassle.
Pros:
- Easy to navigate and customize, suitable for users of all levels.
- Includes task management, file sharing, conversations, and password management in one platform.
- Offers a secure environment for managing client data and sharing sensitive documents.
- Supports integrations with tools like Google Sheets and Google Drive.
- Pro and Agency plans offer access to a network of freelancers and agencies.
Cons:
- Minor visual glitches, particularly with task date settings, have been reported by some users.
- The platform lacks comprehensive documentation, which can be challenging for new users.
- Limited mobile capabilities compared to the desktop version.
Plans & Pricing:
- Starter Plan: Free
- Grow Plan: $8/month
- Professional Plan: $17/month (includes additional features and network access)
- Agency Plan: $29/month (includes all Professional plan features and more)
Reviews:
2. ClickUp
ClickUp is a customizable project management tool that helps teams plan, track, and manage work with features like task management, real-time collaboration, and automation. It offers multiple views, including list, board, and Gantt, and integrates with over 1,000 apps, making it adaptable to various business needs. With its flexible structure, ClickUp is suitable for teams of all sizes, from small businesses to large enterprises.
Pros:
- The free plan includes unlimited tasks, collaborative docs, whiteboards, and Kanban boards, offering plenty of functionality without cost.
- Users can personalize their workspace with different views, themes, and options like list, board, Gantt, and calendar.
- Features like chat, comments, and collaborative editing allow for effective teamwork.
- ClickUp offers tools to automate repetitive tasks and improve workflows.
- The platform regularly introduces new features and improvements based on user feedback.
Cons:
- The extensive features can be overwhelming for new users, making it harder to navigate at first.
- The Android app has been reported to be less stable compared to the web version.
- Unlike some competitors, ClickUp lacks a dedicated project message board feature.
Plans & Pricing:
- Free Plan
- Unlimited Plan: $10/month
- Business Plan: $19/month
- Enterprise Plan: Custom pricing
Reviews:
3. SuiteDash
SuiteDash is an all-in-one business management platform that integrates CRM, project management, client portals, invoicing, and more into a single solution. It is designed to help businesses consolidate their tools, making operations more efficient and cost-effective. With features like customizable white-label client portals, automation, and secure file sharing, SuiteDash allows businesses to manage their entire workflow in one place, from client onboarding to invoicing.
Pros:
- Comprehensive functionality, covering a wide range of business needs.
- Flexible and affordable pricing options.
- Extensive customization, including white-labeling to match your brand.
- Continuous updates and improvements to enhance the platform.
Cons:
- Limited integration options and no open API.
- A steep learning curve due to the platform’s extensive features.
- Limited calendar integration options.
- Learning Management System (LMS) lacks quiz capabilities.
Plans & Pricing:
- Free trial: 14 days
- Start Plan: $19/month
- Thrive Plan: $49/month
- Pinnacle Plan: $99/month
Reviews:
4. Clinked
Clinked is a customizable client portal solution built to improve collaboration and communication between businesses and their clients. It provides a secure, branded environment for managing documents, tasks, and client interactions. With features like real-time collaboration, white-label options, and strong security measures, Clinked offers businesses the ability to create a professional, secure space for client engagement.
Pros:
- Highly customizable with white-label options, including branded mobile apps and custom URLs.
- Strong security features, including 256-bit SSL encryption, AES encryption at rest, and two-factor authentication.
- User-friendly and intuitive interface, making it easy for both teams and clients to navigate.
- Excellent integration capabilities with popular tools like Google Workspace, AdobeSign, and over 3,000 apps via Zapier.
Cons:
- Higher pricing compared to some competitors.
- Limited advanced project management features.
- Occasional performance issues with large file uploads.
Plans & Pricing:
- Lite: $109/month
- Standard: $279/month
- Premium: $559/month
- Enterprise: Custom pricing
Reviews:
5. SuperOkay
SuperOkay is a flexible client portal platform that helps businesses manage projects, share documents, and collaborate with clients—all in a fully customizable, branded space. With its easy-to-use interface, SuperOkay allows users to embed popular tools like Figma, Airtable, and Miro directly into the portal, providing clients with everything they need in one place. Designed with customization in mind, SuperOkay is perfect for agencies and freelancers looking to create a professional and personalized client experience.
Pros:
- Highly customizable with white-label branding and custom domains.
- Integrates with a wide range of popular tools, including Figma, Airtable, and Miro.
- Intuitive, user-friendly interface that simplifies client collaboration.
- Centralized project management and client interactions in one platform.
Cons:
- Limited integration options compared to some competitors.
- Occasional bugs and performance issues.
- Higher pricing for advanced features.
Plans & Pricing:
- Free
- Solo: $12/month
- Solo+: $38/month
- Business: $146/month
Reviews:
6. FuseBase
FuseBase (formerly known as Nimbus) is an AI-powered collaboration platform that helps businesses manage client interactions, project tasks, and documentation in a centralized, customizable space. With features like white-label client portals, AI-driven project management, and real-time collaboration tools, FuseBase simplifies workflows and enhances client communication. It also integrates with a wide range of tools, including Google Calendar, Zapier, and Figma, making it a versatile solution for businesses looking to consolidate their operations.
Pros:
- Customizable white-label client portals, enhancing professional branding.
- AI-powered tools for automating tasks and managing projects.
- Seamless integration with tools like Google Calendar and Zapier.
- Centralized workspace for managing all project-related communication and documentation.
Cons:
- Some users report frustrations with the migration process from tools like Evernote.
- Occasional issues with web clipping and page formatting.
- Higher pricing compared to some alternatives for advanced features.
Plans & Pricing:
- Essentials: $38/month
- Plus: $98/month
- Ultimate: $198/month
Reviews:
7. Moxo
Moxo is a client management platform that brings together communication, task management, and client information into a single platform. With features like integrated messaging, task tracking, and secure data management, Moxo helps businesses stay organized and offer a more personalized client experience. It’s designed for companies of all sizes that want to improve client interactions and boost productivity through automation and easy access to client data.
Pros:
- User-friendly interface with an intuitive design.
- Comprehensive feature set covering client management, communication, and reporting.
- Advanced tools, including time tracking and AI-driven insights.
- Strong data security with encryption and secure access controls.
Cons:
- Pricing can be high for small businesses.
- Limited customization options for task views and interface personalization.
- Mobile app interface could be better optimized for smaller screens.
Plans & Pricing:
- Business Plan
- Business Pro
- Enterprise
(Pricing varies based on the number of users and customization needs.)
Reviews:
8. Zendesk
Zendesk is a customer service platform designed to help businesses manage customer interactions more efficiently. Known for its easy-to-navigate interface, Zendesk combines support features like ticketing, live chat, and knowledge base management to create a more personalized customer experience. It also offers customization options and AI-powered tools that enhance response times and automate routine tasks, making it a scalable solution for businesses of all sizes.
Pros:
- Intuitive and user-friendly interface, accessible to users of all technical levels.
- Comprehensive support features, including ticketing, live chat, and reporting tools.
- Highly customizable and scalable, allowing businesses to tailor the platform to their needs.
- Seamless integration with numerous third-party apps, enhancing workflow.
- Automation and AI features reduce manual tasks and improve response times.
Cons:
- Pricing may be expensive, especially for small businesses or startups.
- A steep learning curve due to the extensive features and customization options.
- Some users report performance issues, such as slow loading times or challenges with data uploads.
- Mixed reviews on the quality of customer support, with some users experiencing delays.
Plans & Pricing:
- Suite Team: $55/month (billed annually)
- Suite Growth: $89/month (billed annually)
- Suite Professional: $115/month (billed annually)
- Suite Enterprise: Custom pricing
Reviews:
9. Copilot
Copilot is an AI-powered assistant integrated into Microsoft 365 applications like Word, Excel, PowerPoint, and Outlook, designed to enhance productivity and streamline workflows. With AI-driven suggestions and automation, it helps users complete tasks more efficiently while providing a seamless experience across familiar Microsoft tools. Copilot’s ability to automate responses, customize workflows, and deliver real-time insights makes it a valuable asset for businesses looking to optimize their operations.
Pros:
- Highly customizable, adaptable to various business needs.
- Comprehensive integration with Microsoft 365 tools and third-party applications.
- User-friendly interface, making it accessible for users of all technical levels.
Cons:
- Pricing can be expensive for smaller businesses or startups.
- The extensive feature set can lead to a steep learning curve for new users.
- Occasional performance issues, such as slow loading times.
Plans & Pricing:
- Microsoft Copilot Pro: $20/month
- Microsoft 365 Copilot: $30/month
Reviews:
10. Freshdesk
Freshdesk is a customer support software developed by Freshworks, designed to help businesses manage and streamline customer interactions across multiple channels. The features like a ticketing system, automation tools, and a self-service knowledge base, Freshdesk makes it easy for support teams to track, prioritize, and resolve customer issues. Its scalable platform and omnichannel support make it suitable for businesses of all sizes, from small startups to large enterprises.
Pros:
- Free plan supports up to 10 agents, making it accessible for small businesses.
- Scalable, with plans and features suitable for businesses of all sizes.
- Integrates with over 1,000 third-party apps and the Freshworks ecosystem.
- Robust automation features that reduce manual tasks.
- Manages customer interactions across multiple channels, including email, phone, chat, and social media.
Cons:
- Limited features in the free plan; advanced features like chatbots are only available in higher-tier plans.
- Add-ons for advanced features can increase costs significantly.
- Some users may experience a learning curve when setting up and navigating the platform.
Plans & Pricing:
- Free Plan: Supports up to 10 agents
- Growth Plan: $18/month
- Pro Plan: $59/month per agent
- Enterprise Plan: $95/month per agent
Reviews:
Create Client & Customer Portals with Ahsuite
Businesses need client and customer portals to simplify operations, improve communication, and build stronger relationships. When selecting a client portal, consider your specific needs and preferences.
By combining multiple tools into one platform, Ahsuite simplifies workflows and creates a secure, customizable space for client collaboration. Ahsuite stands out with its easy-to-use interface and comprehensive features, making it ideal for agencies and freelancers.
Ready to level up your business? Start creating your own professional client portal with Ahsuite today—free for up to 10 portals!