Audience

Businesses of all sizes

About Client Portal

Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.

Other Popular Alternatives & Related Software
Onehub
Onehub
(36 Ratings)
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.
Learn more
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.
Learn more
Softr
Softr
Softr is the easiest and fastest way to build powerful web apps and client portals from Airtable, in minutes. No code required. With Softr, you can build client portals, internal tools, marketplaces, online communities, resource directories and websites. Our mission is to make tech accessible to everyone. Curate resources of any kind and let users search, filter, and explore. Launch online courses, company wikis or upvoting sites directly from Airtable. Start from a template or from 100+ pre-built blocks and customize any element on the page. No design or coding skills needed. Turn your Airtable data into a full-stack web-app with out-of-the-box memberships, payments and business logic, all in one place. Don't spend hours learning new tools. Softr is the quickest way to put a product in the hands of your customers. Build apps effortlessly with a single prompt! Whether it's an intranet, client portal, or an internal tool, see your prompts come to life with a fully functional web app.
Learn more
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.
Learn more

Pricing

Starting Price:
$199 per year
Pricing Details:
$399 per year for multi-site license

Integrations

See Integrations

Ratings/Reviews - 1 User Review

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

Client Portal
United Kingdom
client-portal.io

Videos and Screen Captures

Client Portal Screenshot 1
Client Portal Screenshot 1
Other Useful Business Software
AI-powered service management for IT and enterprise teams Icon
AI-powered service management for IT and enterprise teams

Enterprise-grade ITSM, for every business

Give your IT, operations, and business teams the ability to deliver exceptional services—without the complexity. Maximize operational efficiency with refreshingly simple, AI-powered Freshservice.
Try it Free

Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online

Client Portal Frequently Asked Questions

Q: What kinds of users and organization types does Client Portal work with?
Q: What languages does Client Portal support in their product?
Q: What kind of support options does Client Portal offer?
Q: What other applications or services does Client Portal integrate with?
Q: What type of training does Client Portal provide?
Q: How much does Client Portal cost?

Client Portal Product Features

Portal

File Sharing
Search
Collaboration
Document Management
Chat
Content Management

Client Portal Additional Categories

Client Portal Verified User Reviews

Write a Review
  • A Client Portal User
    Owner
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great plugin tool!"

    Posted 2020-05-16

    Pros: Super easy to set up and use on any WordPress site. Creates a dashboard you can customize to their needs.

    Cons: It is a little confusing on how it works when implementing.

    Overall: Overall it's a great plugin you can use for setting up dashboard portal logins for your customers on WordPress.

    Read More...
  • Previous
  • You're on page 1
  • Next