Alternatives to Client-Cloud
Compare Client-Cloud alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Client-Cloud in 2026. Compare features, ratings, user reviews, pricing, and more from Client-Cloud competitors and alternatives in order to make an informed decision for your business.
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1
Eurekos
Eurekos
Eurekos is the customer training LMS built to educate the world outside your organization – partners, distributors and resellers. Most companies spend years perfecting their product, then hand customers a repurposed employee training course and hope for the best. When those customers churn, the product gets the blame. Usually, the training is the problem. Eurekos fixes that. We help you turn customer education from a cost into a revenue stream, by selling courses, accreditations and learning paths directly through the platform. The same thinking runs through the entire LMS – from customizable customer portals to certifications, eCommerce, built-in content authoring and ISO/IEC 27001 & 27701-certified security. Our smart learning assistant, Saga AI, powers deep content discovery (including inside SCORM files). Everything you need to run a world-class external training operation. It's why we’re trusted by 500,000+ learners across 100+ countries worldwide. -
2
Centrex Software
Centrex Software
Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. -
3
LiveAgent
Quality Unit
LiveAgent is a comprehensive help desk and live chat software that streamlines all your customer interactions into an integrated, hybrid ticketing system where everything is easily accessible and manageable. LiveAgent harnesses the power of an universal inbox, real-time live chat and an autonomous AI chatbot, built-in call center, and robust customer self-service portal. A multitude of features, including advanced automation rules, tags, and 200+ integrations, creates powerful customer service software for businesses of all sizes. LiveAgent also boasts the fastest chat widget on the market. LiveAgent has served over 150 million end users worldwide, including companies like BMW, Yamaha, Huawei, and Oxford University. Join hundreds of satisfied LiveAgent clients in providing world-class customer service. Start your 30-day free trial, no credit card required.Starting Price: $15.00/month/user -
4
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
5
urLive
urLive
The urLive cloud service makes it easy for your customers to make live, high-definition video calls to your team. A single click on an endlessly reusable URL that can be shared anywhere – known as an Infinity Link™ – instantly starts a secure, private call with your designated team. No download, install, account creation, or password required. Unlike teleconferencing services, urLive allows your team to answer multiple, simultaneous inbound video calls from the same link. Calls are automatically routed and queued to your staff or even specific individuals based on a set of rules, such as expertise, skills, and availability. Once a call is answered it can be manually routed and shared through Attended Call Transfer. The service includes an option for customers to schedule calls. urLive is a no-code deployment service. It is configured, managed, and supported through a straightforward web portal. Strengthen engagement with customer-initiated live video calls.Starting Price: $450 per month -
6
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
7
Vendasta
Vendasta
Vendasta is a rebrandable, end-to-end platform for companies who sell digital solutions to SMBs. Publishers, agencies, broadcasters, financial institutions, telcos, ISVs, MSPs, and other SMB-serving businesses are able to streamline their go-to market process, sell more products to more clients, and unlock recurring monthly revenue. The platform supports dozens of digital marketing and business productivity tools with marketing automation, a robust CRM, and a client-facing portal - all under a single login. Build on the Vendasta Platform to produce a customized experience for your business needs. -
8
ClientTable
ClientTable
Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.Starting Price: $14 per user per month -
9
SSG Digital
iPipeline
Innovator, connector and leader for the insurance industry. We have the most extensive straight-through processing platform within the UK. Explore how our digital platform addresses your business needs. Business transformation powered by increased agility and a digital end-to-end experience. Improved productivity fueled by adviser and consumer self-service capabilities. Higher customer lifetime value through proactive ongoing engagement with customers. Customer and Adviser Portals – users access policy documentation and update personal and policy details and features digitally, in real time. Components cover every facet of the user experience including full reinsurance reporting, external portal integration, and automated and clerical underwriting. Flexible deployment – from full end-to-end SSG Digital platform deployment, to discrete integrated individual components (e.g. underwriting only, New Business only). -
10
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
11
Profitics
Profitics
Profitics CEM Suite is powerful collaboration and integration platform for both intra-enterprise and inter-enterprise workflow management. We integrate cutting-edge web and analytics technologies to create out-of-the-box software solutions that solve difficult challenges for our clients. Creating a collaboration platform to exchange information between vendors, customers and suppliers. Growing an engaged and participative community around a brand or product(s). Driving better business outcomes with software-driven tools and processes. Forecasting demand, supply and competitive-based scenarios. CEM allows your company to go beyond typical CRM suite capabilities and enhance your business processes with unique, value-generating software solutions. Profitics utilizes Web 3.0/Semantic Web component enhanced portal software to develop customized applications that transform your business processes. -
12
Obsidian Suite
Obsidian Suite
From prospect to established client we have you covered. Track activities, notes, and manage your pipeline. Fully integrate your inbox to sync important emails with your CRM. Close deals faster with the only interactive prospect portal included with the CRM for finance suite. Designed for financial professionals. Obsidian’s Business Intelligence Suite offers a variety of plugins helping financial firms analyze portfolio and investor data, including subscription tracking by portfolio, sales person, or representative, performance & risk analytics, as well as account activity & PnL tracking. Obsidian’s interactive client portals cover any type of client including institutional, high net worth, professional firms etc. This suite offers unparalleled flexibility in client communication to suit all investment management firms. -
13
White Label Travel Portal
White Label Travel Portal
If you are in travel business and want to grow rapidly then creating your own web travel portal will be worthy decision. We provides you travel portal development service like White Label Portal, White Label B2C Travel Portal, White Label Travel Portal, Travel Portal API, Flight xml API more. If you are developing your travel business or entering for the first time in e-business, we are here to help you find all the travel related solutions. We provide customized White Label travel portal development to your changing requirements. We influence the travel technology market with innovative business solutions and strive to be a one-stop shop for all your travel technology needs. We White Label develop travel portals that can generate monetary returns for you at every single click. By providing the best class travel portal development services we strive to improve the client’s capability, thereby helping them achieve their objectives.Starting Price: $271.12 one-time payment -
14
DataOceans
DataOceans
DataOceans is a leader in Customer Communications Management (CCM), providing data-driven, omni-channel communication solutions. We empower organizations to generate and deliver personalized letters, notices, and statements more efficiently - simplifying processes and supporting compliance efforts. Additionally, we help businesses better engage with customers through intuitive self-service portals that make billing, payment activities, and other self-service transactions more efficient. Drawing on over 15 years of experience, DataOceans has consistently delivered solutions to a wide array of organizations, spanning Fortune 500 corporations and innovative start-ups across the highly regulated consumer finance, credit union, banking, and healthcare sectors. By closely collaborating with client teams, we ensure the seamless implementation of solutions, fostering enduring partnerships. -
15
Sperse
Sperse
Sperse is a software suite providing you clarity, connectivity and collaboration, to know your customer, your cash and your data. Your client facing portal, connected to a powerful management platform. Your portal site is essential for your customers and partners to engage, communicate and collaborate with you. Learn how we can help power your portal with an extraordinary user-experience, along with smart back-end functionality to manage your data. Many businesses struggle to plan cash flows because they are driving their business looking in the rear view mirror with today’s financial tools. This lack of connectivity between applications leads to poor data quality and data integrity. This requires extensive learning curves by users and employees. This slows down daily processes and is a huge hidden cost for the business. -
16
App Portal
Softgroup
App Portal makes your billing process seamless. It takes control at the very moment you generate an invoice for your clients. The next thing you will know is when the payment is available in your bank account. It even eliminates the need for you to conciliate payments on your accounting software. We are working very hard to integrate App Portal with all the best invoicing and accounting software out there. When you generate invoices, your clients receive an SMS and an e-mail with a link to download your app. App Portal will remind your clients on the invoice due date and even if they become overdue, as well. Upon processing a payment, App Portal will automatically reconcile it in your accounting software, so that you won't have to take any action. Works like a charm. We'll create a fully customized build of App Portal with your business name, brand, and colors and get it published on Apple App Store™ and Google Play Store™.Starting Price: $500 one-time payment -
17
Dropcountr
Dropcountr
Dropcountr delivers simple but powerful water analytics and customer engagement software which is compatible with all meters, regardless of manufacturer or read interval. Utilities use Dropcountr CLEAR to better understand customer behavior, address indoor/outdoor water efficiency budgets, respond to service requests and engage with customers cost-effectively using modern communication channels. Homeowners use Dropcountr HOME as a customer portal to better understand and manage personal water use, compare usage to their neighbors, reach goals, and access valuable rebates and utility announcements. Cloud-based data analytics and customer engagement. Dropcountr translates data generated by water meters into actionable information for utility staff and their customers. Connect with your customers on the technology they prefer. Reduce your customer service call volume. Automate alerts and transition to digital communications. Meet customer expectations and increase satisfaction. -
18
PortalCX
PortalCX, Inc.
Informed customers are happy customers. PortalCX is an all-in-one experience platform, delivering a customizable portal to view their project progress and automated communications to give them peace of mind. PortalCX gives you and your customers a real-time view of projects in one easy-to-use app that also serves as a central hub for two-way communication, referrals, and promotions. Our intuitive app mirrors your progress and automates customer service tasks so you and your customers can keep track of any task, while two-way communication and email tools allow you to sync seamlessly. The best news? It all happens in one place. Poor communication causes stress and customer cancellations. Real-time project updates through PortalCX restores customer confidence and reduces churn and support costs by 20%. PortalCX keeps your customers up-to-date on project progress—while automatically prompting customer reviews and referrals.Starting Price: $79 per month -
19
My CPA Dashboard
CPA Organizer
MY CPA Dashboard is an online CPA management software which is your lifeline in a sea of accounting paperwork and client requests. This online tool designed as CRM for CPAs or CRM for Accountants, takes the stress out of accounting firm management and makes it easier for you to reach your goals. CPAs, Accountants, bookkeepers, and tax professionals use this web portal to seamlessly communicate with clients without the hassle. The easy-to-use paperless portal connects clients to their CPAs, Accountants, bookkeepers, and tax professionals, improving client communication and satisfaction. When you sign up with our accounting firm portal, you’ll create a profile that will allow you to add your clients. Just add your clients’ names and email addresses so you can use the CRM client portal to communicate with them.Starting Price: $300 per month -
20
The Portal Connector
Sylogist
Improve your Customer Service with Dynamics CRM and The Portal Connector. Seamless integration between Microsoft Dynamics CRM or Dynamics 365 with a secure and customizable Online Portal means you are able to provide more effective Customer Service—faster. Easy to use, no need for coding, custom programming, or other complex technical requirements. Key advantages of The Portal Connector include: • Host your portal onsite, in the cloud or third party hosting provider • Works with Dynamics CRM 2011, 2013, 2015, 2016, Dynamics 365 • All data in CRM, including Custom Entities can be used in your portal solution • One license includes unlimited Dev/Test/UAT environments • The Portal Connector is easy to use and does not require any coding skills • End Users can authenticate to your portal with Facebook, LinkedIn, Twitter and custom authentication methods • Our open API allows developers to customize every aspect of the solutionStarting Price: $14995.00/one-time -
21
Methodia Utility Suite
Methodia
Methodia is a modular SaaS suite for customer lifecycle and revenue management with Billing, CRM, Self-Service Portals, Broker Portal, Back-Office Portal, EAM, and BI/Reporting capabilities. It enables utilities to accelerate the bundling of services, automate order-to-cash processes, and deliver personalized self-service options to reduce cost-to-serve and increase customer loyalty. Methodia Utility Suite provides configurable modules and portals that integrate smoothly into existing IT ecosystems, reducing catalog complexity, mitigating integration risk, and enabling faster time-to-market for new services. -
22
Ordaana
Ordaana
Ordaana automates small business operations with customizable order forms, dynamic scheduling, seamless financial management, and interactive client portals. Elevate your client experience and team management in an all-in-one integrated platform. So many business apps in one! Client Management Order Management Estimates Invoices Subscriptions Team Calendar Team Tasks Lead Capture Forms Scheduling Forms Payment Forms SMS 2-Way Messaging Client Portals Automated Reminders Email & SMS Notifications Business AnalyticsStarting Price: $20/month -
23
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
24
MyReportPortal
My Report Portal, LLC
MyReportPortal eliminates the need to build and maintain custom web applications just to share Sigma Computing analytics with external clients. Building a client portal from scratch pulls engineering resources away from your core product roadmap to handle embed security, dynamic Row-Level Security (RLS) variable mapping, SSL certificates, custom domain routing, and multi-tenant authentication. MyReportPortal acts as an instant, zero-code infrastructure layer between your Sigma Computing workspace and your clients. Data and product teams connect their Sigma account, map their custom domain, upload corporate brand assets, and invite external users—publishing production-ready client analytics portals in 10 minutes instead of months. Key Capabilities: - 100% White-Labeled: Host on custom domains with custom logos & fonts - Enterprise Security: Multi-tenant isolation with pass-through Sigma Row-Level Security (RLS) - Flexible Flat-Rate Plans: $1,000/monthStarting Price: $1000/month -
25
SupportHero
SupportHero
Whether you need an internal system for Knowledge Management or something as simple as an FAQ for customers, Support Hero delivers. Empower your staff with a sophisticated playbook or provide unprecedented support to customers. Support Hero will give you an elegant and easy to manage Knowledge Management Solution. Support Hero comes with a full knowledge base portal out of the box. The embeddable widget and portal share the same content, so no need to update in two places. The look and feel is extremely customizable and can be configured to run on your own domain. The Support Hero widget is easily embeddable inside your website or web application. It is customizable and shares the same content from the knowledge base portal. Use our contextual content feature to provide the best articles based on which page the user has navigated too. The widget is embedded with a very simple javascript snippet.Starting Price: $49 per month -
26
Retamo
Retamo
Monitor, generate, and evaluate your company's online customer ratings easily and effectively with Retamo. Achieve the best possible reputation on the Internet. Take a look at how you can easily and effectively benefit from your company's reviews with Retamo. Monitor the customer ratings of your company and your competitors on over 50 rating portals on the Internet. Mobilize your satisfied customers to submit a positive rating on the rating portals of your choice. Strengthen your company's online reputation. Gain, even more, leads and new customers. Share positive reviews on social media or embed them directly on your website with just a few clicks. Analyze the performance and development of your company and your competitors using reliable key figures. Store the rating portals and social networks on which your company is represented and always keep track of all ratings. Have the ratings of your company displayed across platforms according to certain criteria.Starting Price: €19 per account per month -
27
SmartConsultations
SmartConsultations
Built with the specific needs of public sector consultations in mind, SmartConsultations allows you to create consultations, manage participants, analyse and publish results easily, quickly, and securely. It offers a cost-effective solution to your public engagement needs. We’ve put you, the user at the centre of our design, working with clients to create a management system that’s feature-rich, and intuitive to learn with little or no need for training. Your consultations will be responsive and accessible by default for your participants to respond quickly and easily, allowing you to draw feedback from the widest possible range of the public. All your consultations, with their content and documentation, are accessed and managed via a single portal. Simple to use with just a web browser. Intuitive and quick to learn without training, designed for teams. -
28
Smartrr
Smartrr
The subscription app built with the end consumer in mind. Smartrr offers a variety of LTV tools to optimize your subscription experience for flexibility, exclusivity, and community. Increase recurring revenue and customer lifetime value with out-of-the-box subscription models, a beautifully branded subscriber account portal, flexible subscription management options, loyalty rewards, member-only benefits, referrals, gifting, and so much more. Go above and beyond subscriptions with a variety of tools designed to increase lifetime value: - Set up tailored out-of-the-box subscription programs in minutes. - Optimize For LTV with an enhanced customer account portal. - Personalize your customer experience with our first-of-its-kind Bundle Builder. - Reward customers with a loyalty program built-in to the customer account portal. - Partner with a dedicated customer success manager on migrations & setup. -
29
icibot
icibot
ICIboT is a standalone product for end-to-end guest engagement. You can take new orders and manage guest requests through the guest service online portals. By real-time, multi-language, and multi-platform, you can serve your guests in all areas such as kiosks and lobby. Satisfy your customers, increase customer loyalty as well as your revenues with a single product. ICIboT raises hotel revenue while providing guest satisfaction. During the pre-stay, stay, post-stay periods, ICI promotes your hotel directly on the phones of the guests, conducts the selling of your services and serves you as a new sales platform for guests to select your hotel. With the multi-platform support offered by ICI, you increase both your repeat guest numbers and your revenues. By integrating with your PMS, CRM , ERP and Analytics systems, we deliver complete guest satisfaction. In order to fulfill our new generation guest expertise scheme, please contact us.Starting Price: 5usd/per room/month -
30
NinjaPipe
NinjaPipe
NinjaPipe is an AI-powered CRM and sales automation platform designed to centralize and accelerate growth by giving businesses one unified workspace to manage leads, clients, communications, deals, tasks, and branded client portals. It combines automated pipeline management, deal tracking, contact consolidation, and customizable client portals to surface what’s next in the sales process while reducing manual coordination; users can share documents, chats, deals, and tasks with contacts through white-labeled portals, automate follow-ups, and keep all touchpoints tied to opportunities. The system emphasizes simplicity and visibility, offering inbox-style interfaces, real-time activity feeds, and integrated support ticketing, so teams can respond faster, maintain context, and reduce friction between sales, operations, and customer success. NinjaPipe also layers in growth-oriented automation, triggered actions, smart reminders, and workflow rules, to keep prospects.Starting Price: $49 per month -
31
Skywave CRM
Skywave
A State of the Art CRM with Automation at its core. User Friendly. Designed and developed with the user experience in mind. The layout is self-explanatory. Buttons and forms go in contexts that make sense and are simple to understand. Modern Framework. Built from the ground up using a modern foundation. Utilizing the latest in security practices, speed optimizations and scalable design. Tough, fast and current. For All Industries. Flexible and configurable for any industry. Battle tested with financial industries like Student Loan Consolidation, Debt Management and Mortgage. Client Portal. We have a separate portal for your clients to login to for updates. This portal syncs and communicates directly with the CRM for receipts, progress updates, resolving issues, uploading documents and updating information. Automation. Have your employees be steered and driven by the system.Starting Price: $50 per user per month -
32
ClientDesk
ClientDesk
ClientDesk is a branded client portal built for freelancers. Stop juggling Dropbox, email, and spreadsheets — give your clients a professional portal where they can view project status, download files, and stay informed. Features include branded portals with your logo and colors, one-click file sharing (no client signup required), magic link access (no passwords to forget), project progress tracking, and white-label options. Set up in under 5 minutes. Free forever for 1 client.Starting Price: $12/month -
33
StringSoft
StringSoft
StringSoft Veterinary Management Solutions provides Premise and Cloud-based Management Solutions. It can be used on any platform. Complete Financial and EMR, Dicom and HL7, Lab Interface, RIS - including Modality Worklist and Reporting System, Radiology Viewers, Standard and Custom Reporting System, Purchasing and Inventory, Specialty Screen workflows, Wellness plans, Automated Payment Plans, Loyalty Programs, Referring and Client Portals. Specialty Workflows optimize the daily workload from one screen, allowing users to view orders, schedules, reports, treatments, and cases. The referring portal is a powerful tool that allows referring doctors to send and receive real-time information about their clients and patients. They can review cases sent to you instantly, ensuring they are always in the loop and can make informed decisions. The client portal allows clients to view reminders, submit payments, request refills, and request appointments. -
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7QUBES GOPLUTUS
7QUBES
Provide your client with custom portals and streamline invoices and billings. Keep track, analyze and power your business with AI. Treat your clients to a personalized experience by unlocking a complete view. Utilize our A.I.-powered supply chain modules to cut off unnecessary spending and analyze problematic areas in your supply chain. Turn your clients into your most loyal members give your sales channel more time to sell. Track customer needs, provide outstanding customer service, and integrate for online customers. We provide our members with all the tools to be able to compete with big corporations. Join our member portal and connect with other small business owners, professionals, mentors, events, and workshops. 7QUBES is a Software as a Service (SaaS) company on a mission to clear away the chaos of software offerings by creating an accessible tech ecosystem with small businesses in mind.Starting Price: $139 per month -
35
Novadex
Novadex
Automate, digitize, personalize, novabrand easily combines central branding and local branding! Relieve your core marketing while ensuring a consistent and professional brand image for all your sales partners. With the novabrand marketing portal, your partners can quickly and easily order personalized advertising material, which they can customize within the corporate design. A uniform and professional brand image, individually tailored to local requirements and with a personal touch. Does that sound like a lot of effort and uncontrollable creative freedom for your sales associates? Not with novabrand, your efficient and powerful marketing portal. The cloud-based marketing portal is tailored exactly to your needs and requirements. We configure it individually for your company. You then centrally provide the necessary advertising material, advertising measures, media and data for your sales partners. -
36
AIS labPortal
Analytical Information Systems
Perhaps you want to give your clients access to their LIMS data and reports via the web. AIS labPortal allows you to do just that. Paper copies of sample analyses needn’t be sent out in the post to customers. Using their unique login and security password, clients can access data from their computer, which is not only safer and less time-consuming but also more environmentally friendly. labPortal is a web-based portal that securely stores your clients’ sample information and data in the cloud, allowing them to easily access it instantly from their own desktop, tablet or phone. The labPortal interface is 'inbox' style which is simple and easy to use with an enhanced query engine, conditional highlighting and Microsoft Excel export. The software features a simple and easy-to-use sample registration form which allows users to pre-register samples online. Transcribing data is a time-consuming and tedious activity.Starting Price: $200 per month -
37
FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
38
Lawfice
Clawd Technologies
Legal firms are under increased pressure to maintain secure, compliant, and efficient communications with their clients and it’s becoming more apparent that existing closing management doesn’t meet the need. Our affordable cloud solution was created by lawyers to be “compliant by design” and features secure client portal and best practice workflow procedures that can also be customized to meet your area of law. Robust enterprise technology for merger and acquisitions or fiscal reorganizations but affordable enough for sole proprietors. Integrated portal for client and outside representation communication. Works outside of email for secure and compliant communication. Easy-to-Implement: You can load your existing documents in the system and configure workflow to your type of practice. -
39
HGTS Web Reservations Manager
Hudson Software
The Hudson Ground Transportation System (HGTS) Web Reservations Manager is an online booking tool for your clients. Simply insert a "Reserve Now!" link on your current marketing website and, upon clicking, your customer will be presented with a customized web reservation site that appears as an extension of your main website. Private, customized portals can be created for your corporate accounts or large groups. Portals can also accept marketing and/or promotional codes helping to increase both customer loyalty and reservation volume. You can enable or hide the types of reservations that you are willing to accept online, and can even adjust them per corporate account profile. Regardless of the mode of travel - car, bus, airplane, cruise ship or train - the HGTS Web Reservations Manager will accommodate your company's needs. -
40
Netzhah
Netzhah
Nethzah is the provider of on-demand or on-site customer relational management (CRM) Software for growing, midsize or enterprise businesses. Customer Relational Management (CRM) Software helps streamline sales, marketing and customer support functions in a simple and secure manner. You can productively automate and integrate key business processes and also manage your entire customer interaction more effectively. CRM Portal is an integrated, adaptable portal solution, which helps you and your company to rise to the next level in your customers relations. You can customize the CRM Portal to meet the design and depth of your organization. The content can be implemented using our wide range of gadgets. Its an end-to-end technology solution, customized to fit your nonprofit organizational needs. Securely stores all your member and lets you easily search for members.Starting Price: $29 per month -
41
VetScene
VetScene
Engaged vets. Connected pet owners. Healthy pets. VetScene helps your busy veterinary practice create raving fans! We seamlessly sync with your practice management software and streamline all client communications. The VetScene Proactive Portal and mobile app allow your clients to manage their reminders, opt for text, request appointments, send messages, leave reviews, take surveys, participate in your loyalty program, + so much more. VetScene Services: Pet Health ID cards, beautiful custom websites, reminder postcards, 2way texting, Proactive Portal, custom clinic apps, VetScene TV + more!Starting Price: $150.00 -
42
Selectron Relay
Selectron Technologies
Relay is a powerful self-service application suite. With a single platform, governments can connect the work of their agencies in one location, coordinating and amplifying their impact through automation, data analysis, and engagement. For agencies, Relay’s centralized, connected approach to automated customer service frees up staff time, lowers costs, and increases the quality of customer service. For citizens, they receive the convenience and ease of accessing their data when, where, and how they want. Relay Portal is a powerful administrative and data management tool that provides real-time health statistics, detailed reports, outbound campaign management, configuration options, and more, all through a user-friendly dashboard. Payments for agencies using our solutions are PCI compliant and PA-DSS validated. By meeting the highest standards for payment security, agencies and their customers can feel confident knowing their data is protected. -
43
PropSpace
JRD Group
Rich functionality for agents and brokers, including features for Listings, Leads, Deals, Contacts, Viewings, Accounting, Reports and much more. Manage multiple properties and maintain seamless communication with landlords, tenants and service providers completely hassle-free. Fully customizable solution for any real estate developer, from large multinational to niche independent companies. Automatically match leads to your listings and send out property marketing materials to your clients. Syndicate your properties globally on property portals worldwide, such as Dubai Real Estate portal Just Property and many others. Automatically import leads from your website and the leading property portals and build great relationships with your customers. No more loose pieces of paper all over your desk. Centralise your deal management process and manage the whole lifecycle of a deal from contact to commission.Starting Price: $85.00/month/user -
44
ClientDeck
ClientDeck
ClientDeck is an all-in-one Client Operating System for freelancers, agencies, consultants, and service businesses. Manage your entire client lifecycle—from proposals and client portals to projects, invoices, payments, file sharing, time tracking, and AI-powered reports—in one streamlined platform. Instead of paying for multiple disconnected tools, ClientDeck centralises your workflow to save time and deliver a premium client experience. Connect your own Stripe, PayPal, or Razorpay account to accept payments directly with zero platform transaction fees, while native multi-currency support makes working with international clients effortless. Every plan includes branded client portals and professional invoicing, with no per-user pricing. Start for free, with premium plans from just $9/month, and run your entire client business from one powerful workspace.Starting Price: $9/month -
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MAUI
Infovisa
Our full suite of products and services all starts with MAUI®. The engine of our trust accounting platform, MAUI was designed to make trust professionals’ jobs easier. With an intuitive design and powerful, real-time reporting, more and more trust professionals are relying on MAUI to power their growth and meet clients’ needs. We built the most advanced trust accounting application from the ground up. And we keep building. Using constant feedback from users, we’ve created modules that can be added onto the MAUI platform, giving you a robust, scalable, customized solution that helps you take care of your customers. The Infovisa Client Portal is our online portal for you and your clients. Your customers can customize dashboards and view reports to get the information they need in a way that makes sense to them. Customers can also download statements, reducing printing and mailing expenses. -
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BoxesOS
Epazz
The Epazz Web Portal is a gateway to information and resources for your users. The customizable portal is where users log in to your company's intranet system. Each user can log in as well as customize the portal with his or her own choice of organization, graphics, colors, and layout. The Web Portal Component makes it simple for companies to create a business home page and provide access to communication features, and collaboration options. We offer streamlined portal software that leads into your corporate intranet. What do you get with the BoxOS portal component? Epazz opens up communication so you and your employees can collaborate easily and effectively. Access your company's online community through your web portal. Improves interaction and working together for any complex organization. Improves the lines of communication and productivity. Offers live online chats for dialog between coworkers anywhere.Starting Price: $300 per month -
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Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
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ZotSell
ZotSell
Reduce order entry costs with a B2B e-commerce web portal that eliminates paper or telephone order. Reduce catalog distribution costs with a B2B e-commerce web portal to share marketing documents. Eliminate customer price attribution errors with a B2B e-commerce web portal that replicates price policies in ERP. Increase sales to resellers and customers with a fully parametric B2B online store. Our B2B e-commerce is a third-generation e-commerce with a notarization system for all order processes on the Commercio. network blockchain. Increase Cash Flow with a B2B e-commerce web portal that accepts credit card payments. Increase the effectiveness of marketing with a B2B e-commerce web portal that gives your brand greater professionalism. Decrease the warehouse with a B2B e-commerce web portal that replicates the warehouse stocks of your ERP. Zotsell was created in 2010.Starting Price: $12.00/month/user -
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Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users
