Client Portals

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Client Portal Software

For some businesses, handling client documents and communication is easier using a client portal. Rather than having 100 email threads going back-and-forth, you give your client access to a client portal login and they can follow prompts to upload docs, download information and keep their details up to date. Client portals are included in some CRM and Project Management software programs and are also available as standalone portal software solutions.

Standalone Client Portals

  • OneHub – private, secure, branded client portal that works well for client file uploads, simple client communication and activity tracking.
  • Drum – a guided client portal software solution that works well for design agencies, marketing agencies and companies who want to lead a client through projects.
  • Content Snare – if you need to collect a large amount of data and files from a client while onboarding, this client portal might be the solution you’re looking for. Handles client portal approval processes and includes email reminders.
  • Swivle – an intuitive client portal with custom domain, collaboration features, versioning and a beautiful design.
  • Knack – clients can access their data through a secure customer portal as well as making payment and approving work.
  • PracticePanther – specialising in law firm portals, this portal software can be used to track activities, work as an invoice portal and manage client messaging.
  • Huddle – simple, branded client portals with basic features
  • North – specialises in client messaging and ensuring that clients are kept up-to-date in this well-integrated portal solution

 

WordPress Client Portal

  • Client Portal – an excellent WordPress-based customer portal that mirrors a customer proposal, giving secure client access to your brief, design assets, questionnaires and more

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
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Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it won’t cost you extra.

By Rich Peterson

About

For the past 10 years, we’ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. We’re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of it’s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. We’re also fans of automating any process that doesn’t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.