Client Portal Software

38

Cloud-based CRM platform empowering businesses to streamline processes and foster enduring customer connections.

64

Customer engagement with Aligned's digital salesroom, uniting all stakeholders in one hub. Simplify the buyer's journey, centralize deal information, and elevate communication efficiency.

33

Comprehensive cloud-based platform, catering to small to medium-sized businesses. It resolves the hassle of juggling multiple systems by integrating essential business tools into one solution.

80

Moxo offers interactive workspaces to streamline B2B projects, including account onboarding and management. Automate processes with customizable workflows, drag-and-drop builder, and over 50 pre-built templates. Enhance collaboration with in-context…

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Empower clients to schedule, pay, and engage online anytime. Tailored for small businesses and consultants, it offers a customizable scheduling page and client portal. Integrates with website and social channels.

95

Provides businesses with a comprehensive suite for client communication, payments, file-sharing, contracts, and more, including a branded client portal. Trusted by businesses in various industries for a unified client experience.

34

Secure cloud-based client portal and collaboration tool. Teams can collaborate on files, tasks, and discussions with advanced user permissions.

23

Facilitates team collaboration across projects of any scale. Organize workspaces for client projects, ensuring document and task management, team engagement, and knowledge sharing.

72

Streamlines project management and customer onboarding, enhancing team capacity and engagement. Task automation, role-based project views, and intelligently forecasted alignment and progress tracking end dates.

393

Knowledge management platform, integrating with Slack, Microsoft Teams, Jira, GitHub, and more. It centralizes essential information, enhancing team collaboration and reducing disruptions by providing quick access to answers.

97

Onboarding and professional services software designed to accelerate time to value, enhance customer experience, and optimize margins. It offers a unified workspace integrating project management, resources, and financials.

87

DocSend, a Dropbox-backed secure document sharing solution, optimizes the handling, sharing, and monitoring of crucial files. Replace attachments with shareable links for enhanced security, download control, and adaptable access revocation. Harness …

73

Teamwork Spaces offers a contemporary, user-friendly platform for collaborative content work. It includes intelligent functions such as mandatory reading and real-time widgets.

66

Simplifies client communication with secure portals, offering task management, file sharing, and password management. Embed various content types.

63

Jahia CMS & DXP is a versatile platform for building and managing websites. With extensive customization options, omnichannel compatibility, and robust content management tools, it enables personalized user experiences. Analytics features enhance pe…

48

Experience AddSearch: lightning-fast, customizable site search with AI-powered filtering. Boost conversions and ROI with seamless implementation and expert support.

39

Tailored platform for interior design and construction pros. Offers project management, client interaction, scheduling, and material catalogs and other design and construction products.

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FileInvite will transform the way you collect information from your clients – hassle free and on...

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Clio offers a comprehensive suite of legal practice management tools, streamlining day-to-day operations with features like client intake, CRM, time tracking, document management, billing, online payments, calendar management, and secure client comm…

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Enonic is a headless hybrid content platform providing marketers with efficient content editing. With responsive design, quick navigation, and powerful features like image handling and collaborative issue management, it offers a user-friendly experi…