Alternatives to ClientDesk
Compare ClientDesk alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ClientDesk in 2026. Compare features, ratings, user reviews, pricing, and more from ClientDesk competitors and alternatives in order to make an informed decision for your business.
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1
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
2
Infince
Fingent
Managing enterprise apps shouldn’t feel like a full-time job — but for many teams, it does. Juggling multiple logins, switching between tools, and dealing with scattered data slows productivity and frustrates employees. Infince is the all-in-one enterprise application cloud which solves this by unifying all your business apps in one secure, white-labeled platform. With Single Sign-On (SSO), your team accesses every tool with one login. Dedicated virtual private servers (VPS) and scalable cloud hosting ensure speed, security, and control. Infince is your best app hosting platform! You can host your own apps or choose any apps from the wide tange of apps from the Infince Marketplace, all managed from a central dashboard. Built for enterprises, Infince streamlines workflows, boosts collaboration, and cuts costs by reducing SaaS sprawl. It’s the smarter, faster, and safer way to run your digital workspace — without the chaos.Starting Price: $1 per user per month -
3
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 -
4
MarketStudio
QUESTUDIO
The MarketStudio Suite is a web-based software offering for small, medium and large enterprises, which customers can use to browse, manage, and publish rich product content to Print, Web and Dealer Portals from anywhere/anytime. MarketStudio Suite includes several versatile products and modules that include - Product Information Management (PIM), Online Catalog Portal, Visual Catalog Portal, eCommerce Website, Catalog Automation, PDFxPress Portal and InStudio Plugin Print Publishing using Adobe InDesign. MarketStudio is available both on-premise and on the cloud (subscription) for product manufacturers, distributors and organizations worldwide.Starting Price: $190.00/month -
5
Propago
Propago
Propago is a leading web-to-print solution for commercial printers to support their enterprise customers with Marketing Asset Management portals. Our cloud-based platform handles pre-approved templates, print ready files, variable data files, direct mail products, promo, apparel and digital files. The front end is modern and intuitive. The back end is designed to streamline the entire supply chain. Propago makes it easier to access, personalize and order marketing materials while controlling the brand, budgets and inventory.Starting Price: $449.00/month -
6
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.Starting Price: $19 per month -
7
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 -
8
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
9
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 -
10
Client Portal
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.Starting Price: $199 per year -
11
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
12
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
13
PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
14
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.Starting Price: £49.99 per month -
15
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
16
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
17
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
18
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 -
19
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. -
20
Collect
Collect
Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.Starting Price: $39 /month -
21
JBoss Portal
Red Hat
JBoss Portal provides an open source platform for hosting and serving a portal's Web interface, publishing and managing its content, and customizing its experience. While most packaged Portal frameworks help enterprises launch Portals more quickly, only JBoss Portal delivers the benefits of a zero-cost open source license combined with a flexible and scalable underlying platform. If you wish to get involved as a developer in the Portal project, please visit the forums and get to know people. Also, it is recommended you visit the JIRA pages to get a glimpse on the status or project tasks. All of the developers on the JBoss Portal project began as independent contributors to one JBoss project or another. JBoss core developers are guided by a meritocracy, and we hire talent anywhere in the world it may be. -
22
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
23
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
24
eJeeva Dealer Portal
eJeeva
eJeeva Dealer Portal is a cutting-edge cloud-based e-commerce website portal created specifically for wholesale distributors in manufacturing, retail, and distribution industries. Integrates with enterprise resource planning (ERP) systems, eJeeva Dealer Portal provides dealers their own branded eCommerce website that is connected to a centralized warehouse for inventory, pricing, and drop ship facility. Services offered by eJeeva Dealer Portal include document management, content management, file sharing, and searching functionalities provided within a suite.Starting Price: $200.00/month -
25
CoachingPortal
ClearInsite LLC
All-in-one online coaching software for fitness professionals. Meal plans, auto-periodization, white-label branding, and 1M+ foods database. 14-day free trial. Some of the top features or benefits of CoachingPortal are: Exercise Program Builder, Meal Plan Builder, Auto-periodization, Habit Tracking, and Messaging and Community. coachingportal.io Weekly Progress at a Glance Give clients a clear weekly snapshot of completed meals, daily completion status, and macro targets. Coaches can spot gaps instantly and clients always know what to focus on next. Visual macro tracking Daily calorie summaries One-click meal logging Build Better Habits Go beyond just workouts and macros. Track daily habits, hydration, sleep, and steps to build a holistic picture of client health. Advanced Exercise Programming Build and deliver workouts fast with a full-screen builder and progressive overload suggestions. Auto-periodization handles progression, deloads, and intensity cyclingStarting Price: $0 -
26
Climbo
Climbo
Climbo is a white-labeled review management platform that helps marketing agencies to offer a new product to their clients. The platform can be personalized under your agency's brand, changing the domain, logo, favicon, and colors. The Climbo brand will be completely invisible, and your clients will perceive it as your product. Your clients will use the platform to ask for reviews (filtering out the bad ones), reply to reviews, and share reviews on their website and social media pages. Climbo is offered for a lifetime price that allows adidng unlimited seats (clients) on the platform.Starting Price: $1497/lifetime -
27
Kiwire
Synchroweb Technology
Kiwire is a single platform that enables your customers to offer guest or user, Wi-Fi or network access. Using a customizable splash portal, powerful proximity and targeted marketing, advertising, and analytics applications, they can provide an engaging Wi-Fi and network experience. Create your own custom landing page style that is both welcoming and captivating to empower your branding image. Client could choose login using social media (Facebook, Instagram, WeChat, LINE, Kakaotalk), email, hotel PMS, One-Time-Password (SMS), coupon, vouchers, subscription & many more. Up-to-date customer data in a simple and easy-to-use dashboard that can automatically collect guest profile information, including demographics, locations & interest. Wi-Fi analytics for retail, enterprise and any crowded location. Get access to highly valuable Wi-Fi analytics to help you build detailed customer analysis and better understand visitor behavior within your venue.Starting Price: $300 per month -
28
Promealplan
Promealplan
Promealplan is white-label meal planning software built for fitness coaches, gyms, and nutrition professionals who want to offer personalized nutrition services to their clients. Create customized meal plans in minutes using our database of 400+ dietitian-crafted recipes. The platform automatically adjusts portions to meet each client's caloric and macronutrient goals, with support for dietary restrictions including vegetarian, vegan, gluten-free, keto, and halal. Key capabilities: - Generate 1 to 4 weeks of varied meal plans with automated grocery lists - White-label branding: deliver plans as professional PDFs with your logo - Client portal for digital meal plan delivery - Team management with role-based permissions for multi-coach businesses - Multilingual support (English, French, Spanish) Promealplan helps coaches save hours on meal planning while delivering accurate, personalized nutrition plans that improve client satisfaction and retention.Starting Price: $199/month -
29
File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
30
RankActive
RankActive
With White Label you can bind your subdomain to the account and mark the entire platform with your custom logo and description. White-Label helps to get loyalty of your customers. Your brand logo and description are set in software interface and all reports; your own subdomain can be given to your clients; your own SMTP-server can be used to send all the reports. Although White Label can be adjusted to the needs of any business, it’s best for those who need to provide branded reports to their end-customers. Therefore, this feature is best for SEO agencies and freelancers. Build successful SEO campaigns from the ground up. Hundreds of businesses have already set up the very foundation of workflow management and SEO reporting with us. Get extra authority points to your agency providing customers with access to the platform under your brand.Starting Price: $69.95 per month -
31
AgencyPro
AgencyPro
AgencyPro is a comprehensive client portal software designed specifically for agencies to streamline their entire business operations. The platform unifies client management, project tracking, time monitoring, billing automation, and team collaboration into one branded experience that agencies can customize with their own logo, colors, and domain. With features like customizable client portals, automated invoicing, file proofing, CRM functionality, and detailed analytics, agencies can manage everything from initial client onboarding to final payment processing. Different agencies worldwide trust AgencyPro to increase their profitability by 40% while reducing administrative work and improving client satisfaction. -
32
CASH for Sugar
Faye Business Systems Group
CASH for Sugar gives you the ability to allow dozens, hundreds, or thousands of external parties to access key data in Sugar. With CASH, you can give people limited access to data that was previously inaccessible unless you were logged directly into Sugar. If you work with multi-line sales reps, you can give them access to their accounts only to view detailed account information. Have customers or vendors view the status of projects maintained in Sugar. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to add support cases, view support case statuses, and access key company documents. Customers can log into the portal to view product information, including quantity on hand (if integrated with your ERP Software). -
33
Stacker
Stacker
Build custom software that empowers your partners, teammates and customers. Instantly create apps powered by your data. Allow customers, clients and partners to self-serve through a branded portal. Build it yourself, whatever you can imagine. Easily create powerful software interfaces for your business's data in minutes, without needing developers. Software that you control, not the other way around. Off-the-shelf software doesn't fit your business. It doesn't fit anyone. Gain unprecedented access control over who can view and edit your data, with customizability that scales with your business. Share your data with whoever needs it. Collaborate with colleagues, connect multiple data sources, and share your apps with teammates, customers, and partners.Starting Price: $79 per month -
34
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 -
35
Haletale
Haletale
Haletale is a property management software designed to revolutionize your real estate operations. Our platform offers unmatched customization, allowing you to tailor the software to fit your unique needs. With white-label capabilities, you can brand the platform with your company’s logo and colors, presenting a professional image to clients and tenants. Haletale seamlessly integrates with any existing platforms, bringing all your tools together for easy access and management. Our comprehensive features include a tenant portal for online rent payments, maintenance requests, and direct communication with property managers. Digital lease management and efficient maintenance tracking to streamline your operations. Our reporting and analytics tools provide financial insights, helping you stay on top of your finances and make informed decisions. Haletale’s integrated CRM software can help you manage client relationships effectively, enhancing client satisfaction and retention.Starting Price: $64 per month -
36
N-Able Projects Portal
AbleNet Solutions
Schedule, manage, and track multiple projects for teams, workgroups, or the entire organization. Increase team communications. Shorten project life cycles. Improve the quality of project deliverables. Retain and reuse accumulated knowledge. Status and other reports for multiple projects. Time - estimated vs. actual for projects and team members. Discussion - virtual meeting space. Library - post and discuss project deliverables. Task email alerts (with link to the task detail). The N-Able Project Solutions are project management software applications focused on providing teams or workgroups with the ability to easily schedule projects, share information, track tasks, discuss ideas, and resolve issues as they arise over the course of the project. All of the applications provide a personalized project portal into the team activities and move an organization onto the knowledge management path. -
37
PortalProdigy
Brolin
PortalProdigy is our agile web publishing platform and content management system that makes all the features listed above immediately available to you. PortalProdigy provides amazing functionality that can be implemented without programming using menu driven configuration options. This significantly reduces the time and expense to build your website. You get an unprecedented amount of functionality. PortalProdigy makes it easy to create an attractive and professional looking Home Page that promotes your products and services and directs visitors to what they are looking for. PortalProdigy’s Home Page Builder makes it easy to implement changes and update your Home Page content. It also provides options to automatically feed content to your Home Page such as current Events, News, Products, Resources, etc. Your Home Page is fully integrated with the PortalProdigy’s system to provide visitors with a uniform branding experience and consistent site navigation. -
38
CoordinateHQ
CoordinateHQ
CoordinateHQ delivers streamlined project management and universal collaboration through a simple client portal experience. Consolidate tools, drive alignment, and scale with confidence. While you and your team see everything needed to deliver projects successfully from beginning to end, your clients primarily see only the tasks they need to complete, with the option to see the whole plan. Replace the separate internal and external systems that you share with clients. Monitor the status of all your projects and tasks with a single view. Contextualized communication between your team and clients, organized by task along with a general discussion. CoordinateHQ conforms to your process to help you deliver client projects in a repeatable and consistent manner. As your best practices evolve, CoordinateHQ evolves with you to make sure you’re always improving. You can fully brand your Coordinate portal with your logo, colors, and domain name.Starting Price: $65 per month -
39
Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
40
BrandBay
BrandBay
BrandBay is an instant-access, multi-brand asset management system that enables users to organize and store brand assets, collaborate with teams and clients, and securely deliver files within a custom-branded, white-label platform. It allows for the storage and hosting of various assets, including brand colors, logos, fonts, files, graphics, and videos, all accessible through a browser extension and desktop application for quick retrieval. The platform facilitates seamless collaboration by enabling users to make comments directly on assets and communicate when finalized work is ready for publication, thereby streamlining the creative workflow. BrandBay also offers robust security features, such as password protection for individual assets and collections, as well as customizable user permissions to ensure sensitive information remains secure. Additionally, it provides flexible asset deployment and sharing options, including built-in asset hosting and custom embeds.Starting Price: $8 per month -
41
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 -
42
CRMJetty
CRMJetty
CRMJetty, a subsidiary of Biztech IT Consultancy, specializes in customizable portal solutions for CRMs like Salesforce, Microsoft Dynamics 365, SuiteCRM, and SugarCRM. Their offerings include self-service portals, PRM portals, and vendor portals, designed to enhance engagement and streamline operations. With a focus on security, no-code customization, and real-time CRM integration, CRMJetty provides scalable solutions. Recently, they introduced AI-powered features to optimize portal management. With 15+ years of experience, they help businesses create efficient, user-friendly portals.Starting Price: $399 USD -
43
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 -
44
Oracle WebCenter Portal
Oracle
Quickly and easily create intranets, extranets, composite applications, and self-service portals. Oracle WebCenter Portal provides users with a secure and efficient way to consume information and interact with applications, processes, and people. Manage the complete content lifecycle with access to the unified content repository directly from the WebCenter Portal platform. Use predefined templates to ensure a consistent presentation format across the portal. Accelerate portal development by up to 35% with the Page Draft feature to contribute ad-hoc content inline, write in multiple languages, and publish images directly from the unified repository. Combine responsive design for mobile solutions with adaptive web pages to create omnichannel experiences with a tablet-first UI. Create, customize, and manage role-based portal experiences with browser-based business-friendly tools. -
45
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. -
46
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 -
47
AdPage
AdPage
Create and Convert your clients Landing Pages. Create Forms, Pages, Quizzes, and Timers with a fully white-labeled builder equipped with your brand logo and colors. A fully white-labeled conversion suite that keep things separate and simple for all your clients. Use our pre-built templates and customize them to your needs. Using the AdPage builder is very simple. Online marketing gets fun again with AdPage! Your landing page works amazingly on all devices. From desktop to mobile, everything adjusts to the resolution. All elements ons your page are fully editable to make the page truly your own. Set the settings such as corporate identity, integrations, domain names and analytics once for your customer and free the repetitive work for all follow-up projects. This way you have time for what is really important. Track the entire journey from visitor to customer. Link the data with Facebook and TikTok Ads for better measurement and optimization. Completely AVG proof.Starting Price: $29 per month -
48
Baseqore
Baseqore
Baseqore is a freelancer-first CRM to run client work from proposal to payment. Create proposals and contracts (e-sign), manage clients/projects, track tasks and time, then convert hours into invoices clients can pay online. Payments: cards + Apple Pay/Google Pay via Stripe, plus PayPal, Revolut Pay, Wise and Mollie. Give clients a branded portal on your own domain for updates, files and invoices. Also includes estimates, expenses, calendar, team members and data export. Who it’s for: freelancers, studios, and small agencies (web/design/dev, copywriters, photographers, interior designers, marketers). Plans & limits: • Free: 3 clients, 3 projects, 1 seat. Includes invoices, estimates, proposals, contracts (e-sign), calendar, time tracking, client portal, custom domain. No card required. • Pro/Ultra: higher limits and seats for growing teams. Hosted SaaS. Secure (HTTPS). Baseqore never stores card data; SCA/3-D Secure handled by providers. Start free and upgrade anytime.Starting Price: $5/month (billed annually) -
49
CloseIQ
Seller Synapse
CloseIQ is an instant PPC audit platform built for Amazon advertising agencies. Transform Amazon search term reports into professional, white-labeled audit reports in 4 seconds instead of spending 4+ hours on manual spreadsheet analysis. The platform identifies wasted spend, optimization opportunities, and performance gaps while capturing comprehensive prospect data automatically. Features include complete white-label branding with agency logos and colors, a lead intelligence dashboard with contact information and engagement tracking, and seamless integrations with popular CRMs (HubSpot, Pipedrive, Salesforce, GoHighLevel), Slack, and calendar tools. Agencies use CloseIQ for faster client reporting, LinkedIn outreach, cold email campaigns, and content marketing by delivering immediate value to prospects. The platform enables agencies to differentiate from competitors who offer generic "free audit" promises requiring multiple calls.Starting Price: $97/month -
50
Hubflo
Hubflo
Hubflo is the fastest-growing AI-Powered Client Portal for professional & creative services. Build a stunning and branded client portal in 60s with AI to streamline client onboarding and deliver your services like a pro. Customize it with 10+ built-in tools (File sharing, contracts, approvals, client messaging, tasks, billing..) and integrate 500+ external tools More than 20k businesses, clients and contractors already use Hubflo for their daily work Don’t let processes overwhelm you and get in the way of delivering a great client experience. Impress your clients with a customized and automated onboarding, a smooth delivery and collaboration. Skyrocket client satisfaction and retention Reduce client emails, calls & meetings Speed up onboarding & project delivery Hubflo is ideal for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and any other professional or creative service providers.Starting Price: $55/month
