Best Client Portal Software - Page 2
Client portal software serve as gateway for a business and its clients, where each party can interact with one another remotely. Client portals are a one-stop solution for businesses or organizations that work with multiple external stakeholders or clients. Businesses can use client portals to share and request documents, send project updates and invoices, solicit feedback, and communicate with clients and stakeholders.
The exact functionality of a client portal can vary widely between vendors and use cases. Some vendors will offer an optional client portal attachment to their larger virtual data room software or cloud content collaboration software offering. Many client portals come bundled with project management software features, easily allowing clients to track project progress and businesses to provide transparency to their customers.
Client portals can also offer a variety of supporting features depending on industry. Many vendors will offer industry-specific options or can add extra features to support industry needs. Law firms, accounting and insurance firms, and design studios are among businesses that utilize client portals to communicate with their customers.
To qualify for inclusion in the Client Portal category, a product must:
Best Client Portal Software At A Glance
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- Overview
- User Satisfaction
- Seller Details
IntelligenceBank Knowledge Management makes it easy to share and collaborate on documents and data with your team.
- 100% Small-Business
348 Twitter followers
- Overview
- User Satisfaction
- Seller Details
InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CR
1,912 Twitter followers
- Overview
- User Satisfaction
- Seller Details
JetCRM B2B Customer Portal is a web application private and safe that ensures related information sharing with customers. Customers can follow required all information such as credit statuses, invoice
27 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Salesforce Customer Portal allows your users to manage their own details and get on demand support through an integrated system which connects WordPress and Salesforce.
- 100% Small-Business
681 Twitter followers
- Overview
- User Satisfaction
- Seller Details
The remberg XRM helps organizations in service, installation, maintenance and repair of their “X” such as assets, machines, equipment, devices, vehicles, buildings and many more. The solution is built
- Overview
- User Satisfaction
- Seller Details
WordPress based Salesforce Customer Portal reduces your operational costs by expediting the process and eliminating manual tasks with automation. It is one of the most secure and efficient methods to
- 100% Small-Business
681 Twitter followers
- Overview
- User Satisfaction
- Seller Details
We developed Welcomy, a B2B web-app management-solution where the sales-, marketing-, and account staff can intelligently manage the "last mile to the customer" by creating web-apps which entail all r
- Overview
- User Satisfaction
- Seller Details
The first customer portal built to change as often as your customers' requirements do. Easily create, personalize, update, and maintain a data-driven customer experience with Zuar. Behind every “ado
249 Twitter followers
