Alternatives to Clinked

Compare Clinked alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Clinked in 2026. Compare features, ratings, user reviews, pricing, and more from Clinked competitors and alternatives in order to make an informed decision for your business.

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    Dynamo Software

    Dynamo Software

    Dynamo Software

    Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.
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    Axero

    Axero

    Axero Solutions

    Your organization is unique, so shouldn't your intranet be, too? Axero streamlines knowledge, communication, and collaboration in one digital hub tailored to how your teams actually work. Combining the speed of an out-of-the-box solution with the flexibility of a custom platform, you get a digital headquarters that feels 100% you. Maximize ROI through Customization: Configure workflows, structure, and design to match your specific organizational goals. Preserve IT Resources: Achieve granular control with the in-house experience without distracting your IT team from core projects. Hyper-Relevant Communication: From AI tools to role-based permissions, ensure employees only see the info they need to succeed. Seamless Integration: Connect your existing ecosystem with 500+ REST APIs and integrate with the tools you use today. Not one Axero intranet is the same and that's because every workplace is different. Increase productivity and efficiency with an intranet that works for you!
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    MyHub Intranet Software

    MyHub Intranet Software

    MyHub Intranet Solutions

    MyHub is a revolutionary cloud-based intranet solution that provides business various manuals and tools to streamline workflow. Built to be mobile, MyHub offers users the ability to connect and collaborate with entire teams or just a couple of members. With a combo of in-app options to have email, social media, and the tools needed to be efficient, projects move smoother through any processes you design. Admins can give their users the ability to Manage Content, a Discussion Board, File-Cloud-Sharing, and more.
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    Infince

    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
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    Onehub

    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.
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    Starting Price: $37.50/month
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    Claromentis

    Claromentis

    Claromentis

    We give organisations a digital workplace to call home. At Claromentis, we've expanded the capabilities of the traditional intranet, empowering people to access information, communicate and collaborate with their coworkers, streamline business processes, learn new skills, and integrate their third-party apps, all within a single space. Our digital workplace software is designed to connect teams to their work and each other, regardless of their location. So whether your teams are office-based, 100% remote, or somewhere in between, our software unifies all the tools they need do their job productively. We're trusted by leading brands worldwide, including household names like Virgin Care, Legal & General, and Crabtree & Evelyn; non-profits such as SeriousFun Children’s Network; and innovative tech companies like Boost.ai.
    Starting Price: $1.31/month/user
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    Blink

    Blink

    Blink

    Blink is a mobile-first employee experience platform designed to connect frontline workers with their organizations through a unified super-app. It offers features such as a social media-style news feed for company updates, secure chat for seamless communication, and a centralized hub for accessing policies, procedures, and guides. Blink also provides digital forms to streamline data collection and process automation, as well as single sign-on (SSO) integration for easy access to various workplace applications. By enhancing internal communications, employee engagement, and digital accessibility, Blink aims to foster a more connected and productive workforce.
    Starting Price: $3.40 per user per month
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    SecureDocs
    SecureDocs is a virtual data room platform designed to help organizations securely store, manage, and share sensitive documents. It provides a centralized environment where users can organize files, control access, and monitor document activity in real time. The platform is known for its quick setup, allowing users to launch a data room in minutes without complex configuration. SecureDocs includes features like audit trail reporting, activity alerts, and dashboards to track user engagement and document usage. It offers strong security measures such as encryption, multi-factor authentication, and role-based permissions to protect confidential information. The system supports collaboration through tools like Q&A and document sharing, making it ideal for transactions and due diligence processes. Overall, SecureDocs delivers a simple, secure, and efficient solution for managing sensitive business documents.
    Starting Price: $250.00/month
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    The Hub

    The Hub

    Pancentric Digital

    Rethink your intranet with HUB and experience a smarter, greener way of working! HUB transforms your organization by uniting resources, streamlining communication, and empowering your team to achieve more. Say goodbye to clunky directories and overloaded inboxes—HUB is your secure, intuitive, all-in-one digital workplace. With HUB, you can streamline processes, making project management and content sharing effortless. Deliver targeted communications to the right people at the right time, and create personalized experiences with custom content and branding tailored to your teams. All your tools and resources come together in one seamless platform that’s easy to use and manage. Designed for SMEs, HUB offers an all-in-one feature package at a budget-friendly price with no hidden costs—just incredible value. And as the first eco-conscious intranet, HUB uses low-carbon servers and supports reforestation projects, helping you work smarter while supporting the planet.
    Starting Price: £6.67 per user per month
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    Box

    Box

    Box

    Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.
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    Starting Price: $5 per month
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    OnBoard Board Management Software
    OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, and video conferencing integration. Turn long board books into clear briefs with the AI Suite: draft minutes in minutes, summarize packets, highlight late edits, answer questions, and enter board meetings with full context - contained to your official record, not the open web. Directors review, annotate, and vote on any device, online or offline; chairs keep the discussion focused; committees move work forward between meetings. Upgrade your board meetings with OnBoard today!
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    Assembly

    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
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    Clientlex

    Clientlex

    Clientlex

    Clientlex is a white labeled software platform for agencies and digital service providers that centralizes service sales, client onboarding, project delivery, communication, billing, and reporting in one system. The product enables agencies to create branded storefronts, collect payments, run intake and approval workflows, manage client projects and files, communicate through a shared portal, monitor billing and subscriptions, and track business performance. Its core purpose is to replace fragmented stacks of point solutions with one integrated client operating system that helps agencies sell services, deliver work, and manage client relationships more efficiently under their own brand.
    Starting Price: $49/month
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    Zapa Client Portals
    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
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    dotCMS

    dotCMS

    dotCMS

    dotCMS empowers users to build, deliver, and scale memorable and lasting customer experiences with their cloud-based or on-premise content management system. Used by Fortune 500 companies, SMBs, and digital agencies alike, dotCMS enables organizations to create, reuse, store and manage content with key features, including content authoring, multi-channel deployment, role-based access, REST-APIs, workflows, and analytics. dotCMS allows marketing teams to take control of their content with a NoCode authoring environment, including drag and drop builders for content, templates, layouts and more. Managers can use the system’s search feature to retrieve documents as well as index content and assets of a website. Built as an API-first platform, dotCMS offers best-of-breed capabilities that mean users can easily integrate with third-party applications they already use like Marketo, Hubspot, Salesforce, SAP, Magento, Google Analytics, and more.
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    ClientDesk

    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
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    SPP.co

    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
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    Motion.io

    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
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    Bitrix24

    Bitrix24

    Bitrix24

    Bitrix24 replaces a fragmented app stack with a single workspace combining CRM, project management, and collaboration tools. Trusted by 15 million companies, Bitrix24 brings all business operations into one central hub. The CRM manages lead tracking, automated pipelines, and an omnichannel contact center. For daily teamwork, Bitrix24 provides chats, HD video calls, shared calendars, corporate mail, and document co-editing, alongside Kanban boards and Gantt charts to track project dependencies. CoPilot AI assistant is embedded throughout the platform and serves as a secure assistant that handles routine writing, summarizes long client conversations, creates tasks from notes, and helps teams work faster. A generous free plan supports unlimited users. For growth, flat-rate pricing charges one fixed fee for the entire company, eliminating per-user costs. The mobile app gives remote access, while the self-hosted edition deploys on private servers with open source-code access.
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    Starting Price: $ 49 per month
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    PortalsXpress

    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
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    CloudRadial

    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
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    Messagenius

    Messagenius

    Messagenius

    MESSAGENIUS - SECURE ENTERPRISE MESSAGING Messagenius is the enterprise messaging for secure, smart and integrated communications among colleagues: - Runs on your own private servers/clouds; - Enhances productivity with dedicated features; - Integrates into any software in use; - Gets 100% customisable and comes in white-label by default. COMPETITIVE ADVANTAGES Messagenius has 3 main competitive advantages in comparison with the mainstream messaging apps (WhatsApp, Slack, Skype, etc.): 1. SECURITY, DATA OWNERSHIP & COMPLIANCE - It runs on the customer’s private servers (on-premises/private-cloud). 2. PRODUCTIVITY - UX and UI are 100% customizable, up to white label. 3. INTEGRATION - It integrates into and with any software in use. TECHNOLOGY Messagenius is available for Android, iOS, web & desktop as: stand-alone messaging app, branded and customised in white label; add-on messaging feature, integrated into other software via SDK.
    Starting Price: $8 per user per month
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    Mobilu Virtual Data Room
    Elevate your data management with Mobilu's Virtual Data Room. It offers advanced security, real-time tracking, and streamlined due diligence. Features include digital identity and permissions, data storage management, safe document management, digital signature, task automation, collaborate & audit and reporting and analytics. Enjoy 24/7 support, integrations, and customized branding. Make your data impenetrable with Mobilu's comprehensive solution.
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    Workspace 365

    Workspace 365

    Workspace 365

    At Workspace 365, we believe in simplifying the digital environment to help employees achieve their ultimate work focus. Our personalised digital workplace provides centralised access to all your necessary applications, company information, and personal documents. We integrate everything into one interface, seamlessly connecting legacy and cloud applications to enhance collaboration and create a unified digital experience. With Workspace 365, you can access your workspace from anywhere, at any time, and on any device. Simplified access: Centralised access to all apps, documents, and information you need. Easily connect legacy systems with the cloud. Simplified communication: Benefit from various functionalities, such as The Hub, SharePoint and Viva Engage integrations, an Address Book Centre, and other intranet functionalities. Simplified workflows: Streamline processes by providing approvals and updates in a single overview.
    Starting Price: €3.08 user/month
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    Titan Portals
    Titan Web is a no-code portal and web application builder for Salesforce that helps organizations create branded customer, employee, partner, vendor, and volunteer experiences around any business process. Users can design websites, portals, complex forms, surveys, and workflows, then push and pull Salesforce data in real time without syncing delays, CSV files, scripts, or middleware. AI Studio can turn a prompt into a Salesforce-synced portal that takes shape in real time, while drag-and-drop customization gives teams control over layouts, content, logic, visibility, and branding. SmartV adds authentication and data access through OTP, two-factor authentication, page-level locks, integration-user checks, SAML2, Salesforce identity providers, and configurable public or private pages. Teams can define permissions for different user types, build approval flows, support non-Salesforce users through SSO portals, upload files and related records, and manage everything directly in Salesforce.
    Starting Price: $250 per month
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    eXo Platform

    eXo Platform

    eXo Platform

    eXo Platform is an open-source digital workplace solutions for growing teams and enterprises, featuring: ✅ Internal Communications ✅ Team Collaboration ✅ Knowledge Management ✅ Productivity and Employee Recognition use cases. eXo stands out by: 👍 its fluid and integrated employe experience, on desktop and mobile 👍 the platform’s ease of use 👍 innovative employee engagement features. eXo Platform is developed on open-source technology and supports open standards. The platform is extensible and interoperable, all services are exposed REST APIs. The platform also offers additional security capabilities, developed in collaboration with highly sensitive clients. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.
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    Starting Price: $3.00/user/month
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    Dropbox DocSend
    DocSend from Dropbox is a secure document sharing and deal management platform that helps businesses manage, track, and share sensitive documents with control. The platform supports use cases such as mergers and acquisitions, due diligence, fundraising, board meetings, investor relations, and client portals. Users can upload documents, create virtual data rooms, manage permissions, require NDAs, and update shared files without disrupting viewers. DocSend also provides visitor analytics that show when recipients open shared links and how they engage with each document. Its security features, group permissions, dynamic watermarking, eSignature, and compliance support help teams protect confidential materials during important business processes. DocSend is designed to help companies, founders, investors, and financial teams share information confidently, understand stakeholder interest, and move deals forward more efficiently.
    Starting Price: $10 per user per month
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    MinuteBox

    MinuteBox

    MinuteBox

    MinuteBox is a cloud-native legal entity and minute book management platform that helps organizations centralize all corporate records, automate compliance monitoring, and streamline entity administration in one secure system so teams can confidently track filings, manage corporate governance, and stay audit-ready without juggling spreadsheets or disconnected files. It continuously monitors legal entities, calendars, and compliance obligations while offering automated workflows for tasks like company formation, registration renewals, bulk document generation, ownership chart creation, and compliance reminders, and keeps all minute books, ledgers, registers, and cap tables updated and easily accessible from anywhere with enterprise-grade security and granular permissions. MinuteBox’s centralized dashboard, global search, and calendar views give a real-time snapshot of entity status and deadlines, while built-in tools for document assembly, e-signatures, and secure sharing.
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    Promealplan

    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
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    YUDU Sentinel
    Incident management, emergency mass notification and business continuity software. Sentinel is a crisis communications platform to accelerate and improve your crisis response. Dynamic, digital tools allow you to send mass notification alerts, share documents, communicate via chat channels and attend instant conference calls. Developed as a mobile-first solution, Sentinel is accessible anywhere, any time. Administrators have eyes-on access, with all data secured for post-incident review. Sentinel is hosted on a single-tenant, secure cloud server to protect against cyber-attacks and server loss. The Sentinel crisis console is protected by two-factor authentication adding an extra layer of protection. A white-label version of the Sentinel incident management app is available, allowing clients to add their own name and branding. Sentinel is used for critical incident management & crisis response extensively in the financial, legal, entertainment and engineering sectors.
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    Ellty

    Ellty

    Ellty

    Ellty is a virtual data room built for founders, investors, and dealmakers who need to share sensitive documents securely throughout fundraising, M&A, and due diligence processes. With enterprise-grade security and detailed document analytics, Ellty gives teams full visibility and control over every deal. Use Cases: Fundraising — Share investor materials and track exactly how they engage with every page M&A & Due Diligence — Manage confidential deal documents in secure, structured data rooms Client Deliverables — Share proposals and reports through professional branded portals Board Management — Organize and distribute board materials with controlled access Core Features: Page-by-page document analytics showing precisely what viewers read and for how long Virtual data rooms with granular, role-based access controls Custom branding for client-facing document portals AES-256 encryption and enterprise-grade security infrastructure Dynamic watermarking
    Starting Price: $69 per month
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    WebChatAgent

    WebChatAgent

    WebChatAgent

    WebChatAgent is an AI chatbot and phone assistant platform for business websites. Train the chatbot on your own content — website pages, PDFs, documents, and FAQs — and it answers customer questions 24/7 in 13+ languages. Features include live chat with human takeover, WhatsApp integration, an AI phone assistant that answers calls and books appointments, lead capture, ticketing, proactive chat triggers, and conversation analytics. The widget embeds with a single script tag; a WordPress plugin is available. The platform is GDPR-compliant with EU hosting options and included data processing agreements. Agencies can resell WebChatAgent as a white-label solution under their own brand and domain, with per-client permissions and shared message quotas.
    Starting Price: €15/month
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    NinjaPipe

    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
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    Collect

    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
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    SpaceNexus

    SpaceNexus

    SpaceNexus

    SpaceNexus is an AI-powered Virtual Data Room (VDR) designed for secure document management, due diligence, fundraising, mergers & acquisitions (M&A), legal collaboration, and enterprise data sharing. Organizations can securely upload, organize, and share confidential documents while maintaining complete control over user permissions and access. AI-powered document categorization, intelligent search, activity tracking, audit trails, Q&A workflows, and advanced security features help teams collaborate efficiently throughout complex business transactions. SpaceNexus simplifies due diligence by providing centralized document storage, granular access controls, detailed analytics, watermarking, and secure sharing in a cloud-based environment. It is ideal for investment banking, private equity, venture capital, legal firms, real estate transactions, and corporate enterprises handling sensitive business information.
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    PostMonk

    PostMonk

    PostMonk

    PostMonk is an all-in-one AI social media management platform with a native MCP server, so agents like Claude or ChatGPT can schedule posts, pull analytics, and manage your queue through natural language instead of just drafting text to copy and paste. It covers the full workflow: AI-assisted captions and Brand Asset profiles for content creation; publishing to 9 platforms from one composer with thread support and per-platform customization; automation through evergreen recycling, Performance Rules, and bulk CSV import; collaboration via isolated workspaces, role-based access, approvals, and white-label client portals; and analytics with AI-recommended posting times, hashtag tracking, and branded reports.
    Starting Price: $29/month
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    DataVault

    DataVault

    DataVault

    Know where your viewers are spending the most time, so you can follow-up strategically and close more deals. Create an organized space with custom security settings for each investor or deal stage as the deal progresses. Customize a branded experience for each account. Know your metrics, manage collaboration and satisfaction. Update your investors qualitatively and securely, with military strength information security. No more battling with e-mail attachments and version controls. Track the use of your data assets by sharing documents, content and data with clients, customers and investors with just a link. When you want to expand access to a new group, simply generate a new link and send. Define and limit accesses, set expiry dates and verify emails or domains. Gone are the days of scattered content across emails, chat messengers and forgotten accesses. Thanks to real-time analytics, you can see exactly who is viewing which content.
    Starting Price: $10 per month
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    Ahsuite

    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
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    Strad Pro

    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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    Ashore

    Ashore

    Ashore App, LLC

    Ashore is an online proofing system built for high-velocity creatives that increases approval ratings by 50% by automating the approval process and improving the quality of feedback from approvers. Thousands of creatives worldwide rely on Ashore to delight their approvers with excellent, white-labeled proofing experiences. Get your files approved faster through automated workflows, white-labeled experiences, and best-in-class proofing for every file type. Receive feedback on any file type — from images to audio files — from your own branded, mobile-friendly dashboard. Automate the approval process for digital proofs. When your approvers forget to review, we'll automatically remind them. You'll never have to manually follow-up with an approver again! Projects get approved faster in Ashore! Our automation tools allow your team to set up and save flexible workflows for every kind of proof. Just add your approval stages, select approvers, and append your white-labeled email templates.
    Starting Price: $25 per month
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    RushFiles

    RushFiles

    RushFiles

    RushFiles is an enterprise file sync and share platform that enables organizations to store, access, synchronize, and share files across desktop, web, and mobile clients. Administrators can manage users, permissions, and file sharing policies, and monitor activity through audit logs and administrative controls. File versioning allows previous versions of files to be restored when changes are made. RushFiles can be deployed in cloud environments or on-premise infrastructure. The platform is distributed exclusively through service providers and resellers, who deliver RushFiles to their customers as part of managed infrastructure or collaboration services. RushFiles integrates with existing IT environments, including Active Directory, and supports interface customization and optional white-label deployments.
    Starting Price: €250/month
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    Happeo

    Happeo

    Happeo

    Happeo is a modern intranet that gives companies one official place for company information. When knowledge is scattered across drives, email, and chat, people spend more time searching and asking around than actually getting work done. The same questions get asked repeatedly, new hires take too long to get up to speed, and no one can point to a single source of truth. Happeo fixes that — turning information chaos into knowledge clarity. Pages give teams a structured home for policies, processes, and resources. Search surfaces answers across company knowledge and connected tools. Channels keep important updates out of the inbox so nothing gets buried or missed. And with AI-powered insights into missing, outdated, and incorrect content, Happeo helps teams keep information accurate and trusted over time — not just at launch. The result is a place for company knowledge that employees actually use — so less time is spent searching, and more time spent getting work done.
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    BrandBay

    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
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    Intranet Connections

    Intranet Connections

    Intranet Connections

    Intranet software made for healthcare, finance, and professional service corporations. Stop relying on IT to build your intranet! HR, marketing, and internal communicators are empowered to build your intranet that solves the problems unique to your organization. Build a thriving workplace and keep your employees informed, engaged, and productive with our intranet software. There's over 100 built in features like workflows and online forms to take the work out of work. Provide the tools, knowledge and resources your employees need to flourish in their roles. Break down silos with a platform built for collaboration and sharing information. Keep all your files, policies, links, and documents in one searchable, accessible location. Share your company vision, mission, purpose, business objectives, and news. Organize and promote events, share photo albums, personalize your intranet and more.
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    Ntranet

    Ntranet

    Ncontracts

    Ntranet is more than an employee intranet that keeps everyone connected – it's a digital workplace that makes employees feel valued. Ntranet is a modern digital workplace that keeps your remote teams engaged and acts as the culture champion for your organization. With no programming experience necessary, get started with Ntranet's drag and drop interface that allows you to fully use your imagination to design pages that reflect your culture without entering a single line of code. Ntranet will transform how your company communicates, collaborates, and connects. Ntranet empowers over 55,000+ people and organizations with a portal that drives increased productivity, meaningful engagement, effective communication and better collaboration for remote teams. Our team is your partner and dedicated to your success. Leverage 15+ years of experience in conceptualizing, creating, and deploying employee intranets for organizations of all sizes.
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    Ideagen Huddle
    Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.
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    Starting Price: $11.00/month/user
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    Virola

    Virola

    Virola Messenger

    Virola Messenger is a secure team collaboration tool. It offers functionality that helps to bring distributed teams together and organize company workflow within one system. Virola Mesenger offers the following: - unlimited private and group chat rooms - possibility to create read-only news channels - possibility to create discussion boards - reactions to messages, mentions, replies, and discussion threads - files transfer - permanent chat history that is always available - flexible search - media files playback and preview - continuous voice and video meetings - meetings recording - issue tracking with task board - screen sharing and remote control - flexible permission framework Both self-hosted and cloud servers are available. Client apps for major desktop and mobile operating systems are available.
    Starting Price: $22 per 11 users / month
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    Igloo

    Igloo

    Igloo Software

    Igloo Digital Workplace. Connect all your apps for a unified digital workplace experience. With seamless integrations to your most valued business applications and platforms, Igloo provides your employees with a single destination to access the tools they need to perform. Igloo is a leading provider of digital workplace solutions, helping companies move beyond traditional intranets to inspiring digital destinations that improve communication, knowledge sharing, collaboration, and culture. All Igloo solutions are 100% cloud-based, mobile-enabled, and integrate with the leading enterprise systems and cloud apps your business relies on. By centralizing all information, Igloo provides a single-source-of-truth and enables a more productive and engaged workforce.
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    KMI LMS

    KMI LMS

    KMI Learning

    The KMI Learning Extended Enterprise LMS is a powerhouse White-Label LMS application wrapped in an elegant and easy-to-use interface. Whether your business is a startup or an enterprise with the KMI LMS you can deliver custom Training Programs, sell content, manage multiple groups or clients, run reports, distribute permissions, and more; all from any device on any platform. We Welcome Custom Development White Label Branding White-Glove Support Flexible Billing Models Gamification Virtual Classroom Course Authoring with Google Highly Scalable E-Commerce Capable Programs, Certification, C.E. Tracking Mobile Ready Simple Administration Powerful Reporting Tools Supports Any Course Type
    Starting Price: $2.00/active user/month
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    Jamespot

    Jamespot

    Jamespot

    Jamespot is the number one french cloud software for communication and collaboration needs of businesses of all sizes wether at the organizational level or at the teams level. 1. An interface to your own image 🎨 Graphic charter, name, logo, menu, wording... Jamespot is 100% configurable according to your needs. 2. Countless possibilities 🚀 Thanks to our 100 native and partners apps, Jamespot covers 100% of your collaborative needs. Our open API allows you to connect Jamespot to O365, GSuite and countless other solutions. 3. Accessible from your phone 📱 Thanks to the Jamespot mobile application, your platform follows you wherever you are. 4. A 100% secure french solution 🔐 The datas are hosted in France and we complie with all the GDPR requirements. We even have certifications that allow us to host health datas. 5. Ultra rapid deployment 🚄 You are in a hurry? From a few days or a few weeks, our team adapts to your rythm accompanies you throughout the deployment.
    Starting Price: 6$/user/month