In every business, consistent customer engagement is a must. This is why businesses keep an open line with their network of clients or external stakeholders by sharing vital documents or information, such as document approval, invoices, billing, and the likes. The question is, is there a safe gateway for data sharing? Apparently, email is used for data sharing. However, it is not always secure and does not provide the clients with status updates for open tickets or account information. Thankfully, client portal software offers more secure data sharing and self-service access, among other benefits that will improve business-client interaction.


14+ Client Portal Software

1. Onehub

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Rating: 5/5

Price: $12.50/month

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2. Zendesk

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Rating: 4.5/5

Price: $49/month

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3. Smartvault

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Rating: 5/5

Price: $16/month

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4. Cvcita

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Rating: 4.5/5

Price: $19/month

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5. Huddle

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Rating: 5/5

Price: Custom

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6. Clinked

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Rating: 5/5

Price: $83/month

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7. Liveagent

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Rating: 5/5

Price: $15/month

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8. Honeybook

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Rating: 5/5

Price: $9/month

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9. Mydocsafe

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Rating: 5/5

Price: $7/month

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10. Freshdesk

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Rating: 4.8/5

Price: FREE

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11. Client Portal

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Rating: 5/5

Price: $199/month

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12. Kahootz

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Rating: 5/5

Price: FREE

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13. Suitedash

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Rating: 5/5

Price: $19/month

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14. Monday.Com

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Rating: 5/5

Price: FREE

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15. Supportbee

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Rating: 5/5

Price: $13/month

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What Is Client Portal Software

Client portal software serves as a secure digital gateway for remote business-client interaction. This software is accessible through a web browser or on mobile devices through a mobile application.

Client portals provide two-way sharing of files. As such, businesses can leverage the software to share and request documents, send projects and invoices, solicit feedback, and communicate with clients and stakeholders.

Benefits

Through the years, email has been the main line of communication between businesses and clients/stakeholders. But the software market has brought a new kid in the block — client portal software.

Offering customers a portal has a variety of advantages over email. The benefits include timely or on-demand information, self-service access, and greater flexibility.

Moreover, customer portals are more secured compared to email. This type of software is equipped with security features like encryption, allowing customers to safely upload and access sensitive information.

Features

The functionality of a client portal can vary from vendor to vendor and use cases. Some vendors offer optional client attachment to virtual data room software or cloud content collaboration software. Many client portals also integrate with project management software features to allow clients to track the progress of their projects, providing transparency every step of the way.

Depending on the industry, the supporting features of client portals may vary. Most vendors offer industry-specific additional features or options to support the needs of that specific industry.

When looking for excellent client portal software in the market, make sure to look for these key features:
– client-facing dashboard
– sharing of files and documents within the platform
– custom branding
– structure workflows around content-related processes

Top 10 Client Portal Software

1.Zoho CRM

Zoho CRM is a cloud-based, integrated CRM solution that is trusted by over 150,000 businesses across the world to build lasting customer relationships and maximize team productivity. This expanded omnichannel platform supports meetings via phone, email, live chat, social media, and in-person.

Zoho CRM makes $43.85B in revenue and currently has over 10,000 employees.

2. Accelo

Accelo is an all-in-one professional services business system that makes it easy to manage all client work. Accelo has a company size of 96 employees and makes $16M in revenue per year.

3. SuiteDash

SuiteDash is a fully integrated cloud-based platform that makes it easy to have multiple systems work together. SuiteDash has 29 employees and makes $5M in revenue.

4. MOXTRA

MOXTRA is a private digital channel where it’s easy for your customers to call in at their convenience and receive a one-stop service experience. MOXTRA makes $23.2M in revenue per year and has 163 employees.

5. Portal

Portal is a modern customer support portal that has portal modules to offer clients a unified platform for messaging, file-sharing, eSignatures, payments, forms, and self-service support.

6. Clientshare

Clientshare is a user-friendly secure portal that helps suppliers prove their contractual compliance, safeguard relationships and standardize coverage with their clients. With this software, business reviews are tracked, recorded, and available to both the supplier and client.

Clientshare makes a revenue of $2M in revenue per year and has 14 employees.

7. Onehub

Onehub is a secure file storage and sharing service platform that offers bank-level data encryption and a suite of robust business tools, including virtual data rooms, client portals, Google Docs integration, automatic watermarking, and more. Onehub has 27 employees and makes $1.9M in revenue per year.

8. SafeSend

SafeSend is a document delivery suite that offers a client portal, file-sharing system, and an automated PDF encryption feature, all in a single application. SafeSend makes $0.6M in revenue per year and has 4 employees.

9. Clinked

Clinked is a cloud-based client portal and collaboration tool that enables teams, project groups, and business clients to collaborate efficiently on documents from within a secure cloud environment.

10. MangoApps

MangoApps is an all-in-one employee experience platform that combines intranet, training, teamwork, and content management into a single dashboard and workspace. MangoApps makes $13.8M in revenue per year.

FAQs

How Is Client Portal Software Better Than Email?

Client portals have more benefits than email in many ways, like more security, increased file size limitations, self-service access, greater flexibility, and much more.

What Is the Purpose of Customer Portals?

Having a customer portal streamlines your communication with your clients in a more secure, transparent, and flexible fashion. A customer portal gives your customers or stakeholders complete visibility into their interaction with your company. Using the portal, clients can track key metrics, support requests, or get other information as needed.

Is the Software Accessible on Mobile Devices?

Yes, you can access customer portal software through a mobile application and a web browser, in fact.

Indeed, email can be an effective tool for outreach efforts. But does it give your customers quick access to things they want, such as status updates to open customer service tickets or account information? This is why customer portal software is the better choice. With a customer portal, your customer can easily get the information they need without having to directly reach out to your company. Through this software, you put the power into your customers’ hands — from logging in at any time to getting access to the things they need.


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