12 Best Client Portal Software For Agencies

Client portal provides a secure and better way to collaborate with customers.

It acts as a source of communication between your Agency and clients, allowing you to exchange information and centralize order workflows.

There are plenty of applications in the market that offer client portals for Agencies. Some deliver exclusive portal features, and some combine them with project management tools.

What is Client Portal Software And What Apps Are Best For You?

A client portal software is a cloud platform that provides an online workspace to share project files and service information.

With this app, your clients can access your services, connect with your team, and get project updates.

Client portal also makes your internal processes efficient. It centralizes your client and team’s workflows, allowing you to oversee your client and team operations from one place.

Top Features To Look For In A Client Portal

• File sharing.
• Communication.
• Integrations.
• Project/ order management (optional)
• Invoicing and billing (optional)

In this article, I have reviewed the 12 best software products with client portals for agencies. Compare their features and prices to find the app with the most ideal functions.

1. Service Provider Pro

SPP is specifically built for digital service providers. You can use it to manage your projects, billings, and client dealings.

You can add up to 5 members in the basic package and scale up as your agency grows. You can also allow your client to invite their team members as representatives.

With custom branding, you can personalize your workspace, emails, and client pages.

For client support, SSP has a built-in help desk module. You can set up a ticketing system to entertain queries.

A CRM is included to manage contacts. You can store your leads, contacts, and clients to keep track of everything. With SPP’s drag-and-drop builder, you can create various forms to collect information.

Core Features

• CRM.
• Task management.
• Form builder.
• Billing support.
• Help desk.
• Transactional emails.
• Team collaboration.
• Client invitation.
• Affiliate marketing.
• Workflow automation.
• Analytics.
• API.

Price

SSP monthly subscription ranges between $129 and $1500. You can take a free trial and a demo.

2. Dock.us

Dock is well-suited for those who want a separate system to collaborate with clients. It provides a digital workspace to manage deals and share content with clients. 

You’ll get a deal room for your sales team and client portal to connect with customers.

For content storage, you’ll receive organization and content management tools. Dock has templates for presenting progress reports.

An onboarding workflow is built into the system to deliver a personalized experience to clients, and templates are available for sales documentation. You can set up approval workflows to handle negotiations internally.

You can try the Dock workspaces for free and find subscription packages for all business sizes.

Core Features

• Branded client portal.
• Sales forms.
• Deal management.
• Content organization.
• Team collaboration.
• Onboarding workflow.
• Automation.
• Third-party integration.
• Reporting.

Price

Dock prices start from $49. The order form is an add-on feature that costs $10.

3. Bonsai

Bonsai delivers business management solutions to companies. One of its products is built for agencies to handle orders, clients, and finances.

The software is user-friendly and comes with a branded client portal. You can manage payments and communication via the portal and share files with clients. 

For internal teams, Bonsai has separate modules. You can organize contacts, create deal pipelines, and oversee your team.

One interesting feature of Bonsai is its scheduler.  It allows you to share your availability with potential clients, so they can book meetings at their convenience. You can even add a payment option if you charge for initial sessions.

Core Features

• CRM.
• Client portal.
• Documentation and templates.
• Proposals, orders, and billing.
• Communication.
• Scheduling.
• Automation.
• Forms.
• White label.

Price

Bonsai costs $25 to $79.

4. Copilot

Copilot offers a lot of flexibility. It provides a core CRM to manage client information and an app store to extend the software functionality.

You can use Copilot to connect with clients, generate invoices, handle contracts, and share documents. Other notable apps included in the package are onboarding, form builders, helpdesk, and auto-responder.

Third-party apps can be embedded in the client portal to deliver a better customer experience. For instance, if you use Zoom for meetings, you can embed its scheduler to share availability and arrange meetings.

Copilot also provides automation. You can set up workflows for repeat tasks and add triggers.

Overall, it’s a good option to consider.

Core Features

• CRM.
• Client portal.
• Contracts and files.
• Messaging
• Billing.
• Helpdesk.
• Automation.
• Custom domain and branding.
• API and integrations.

Price

Copilot prices range between $39 and $139. You can take a 14-day free trial.

5. Suitdash

Suitdash has diverse features. You’ll get a CRM, custom dashboards, scheduling tools, and plenty of other functions.

Some of its notable features include a branded client portal with dynamic data for personalization, large-size file sharing, proposals with invoices, and a helpdesk. 

Several unique features are also included to extend the workflows. For instance, you can run your marketing campaigns from Suitdash and add them to the CRM to create deal pipelines. With the scheduler, you can simplify the appointment process.

The best thing about Suitdash is its pricing model. You’re charged a fixed monthly fee, giving you the freedom to add as many users as you want.

Core Features

• Client management.
• Deal pipelines.
• Team collaboration.
• White labeling.
• Automation.
• Appointment scheduler.
• File sharing.
• Live chat.
• Onboarding.
• Mobile app.

Price

Suitdash charges $19 to $99 per month.  You can take a 14-day free trial.

6. Clinked

Clinked offers a white-label solution for client management. You’ll get a secure client portal and collaborative tools to manage documents, clients, and teams together. 

You can create multiple branded portals and connect third-party applications.

With communication tools, you can reach your clients and teams from one place.

What makes Clinked attractive is its accessibility. You can access Clinked from your smartphone and oversee daily operations remotely.

An intranet option is also available for secure communication. 

Core Features

• White-label client portal.
• Collaboration and communication.
• File storage and sharing.
• Permission levels.
• Task management.
• Approval workflows.
• Intranet.
• Integrations and add-ons.

Price

Clinked subscription starts from $119. You can buy the packages in USD, GBP, and EUR.

Book a demo to explore it.

7. Hubflo

Hubflo is an affordable option for small agencies. For $45 a month, you can build a proper client portal and centralize operations.

Top features of Hubflo are file sharing, bills and proposals, messaging, and integration. You’ll get a CRM with approval features to oversee internal operations.

Some project management features are built into the system for work efficiency. 

You’ll receive a drag-and-drop Kanban board and calendar integration to track your team tasks and work events. You can embed multiple third-party applications to connect your business tools.

Hubflo also has some AI capabilities to help you generate various content. You can auto-write emails, messages, and proposals.

Core Features

• Branded client portal.
• CRM.
• Projects, tasks, and time tracking.
• Client messaging.
• File sharing.
• Billing.
• Proposals, forms, and contracts.
• Approvals.
• AI capabilities.
• Third-party integration.
• Mobile app.

Price

Hubflo charges $45 to $55 per month. If you choose its annual package, your subscription will cost $35 to $49.

8. Kitchen.co

Kitchen.co is also a budget-friendly option for emerging agencies. The software is specifically built for agencies and covers both internal operations and client management.

You can sign up for free to explore its client portal features. The free plan offers invoices, file storage, and all the essential collaboration tools.

There’s no limit on clients or projects. You’ll receive unlimited storage and a custom branding option for personalization.

For project tracking, you’ll get a Kanban board. You can invite clients and allow them to assign tasks. With built-in communication, you can centralize conversations and involve clients and teams in project discussions.

One more thing, you can provide document access to let clients review them. Kitchen.co supports multiple formats and large files.

Core Features

• Branded client portal.
• File storage.
• Project management.
• Billing and invoicing.
• Communication.
• Approval workflow.
• Unified document view.
• Third-party integration.

Price

Kitchen.co charges $20 per month. You can buy a lifetime plan for $599.

A 14-day free trial is available.

9. FuseBase

FuseBase is best for those who want to involve their clients in project management. Via its user-friendly tools, you can deliver a personalized experience to clients.

You can create up to 15 portals and workspaces and add your own branding. You’ll receive CRM to organize data and an AI assistant to help you with strategies and content creation.

For internal operations, you can build Kanban boards and tasks. You’ll get all the tools to work with teams and generate reports for clients.

If you need extended features like proposals and billing, FuseBase can deliver these features for $95 per month. The package covers contracts, forms, websites, and collaboration.

Core Features

• Branded client portal.
• Collaboration and communication.
• Project management.
• CRM with contracts, invoicing, and proposals.
• Automation.
• File storage.
• OCR.
• AI assistant.
• Integrations.

Price

Fusebase’s prices start from $38. Some add-ons are also available for $10.

You can take a free trial to test the software.

10.  AgencyHandy

Agencyhandy covers essential client management features. You’ll get a branded portal for customers, and operation tools for internal teams.

You can showcase your services, create proposals, track orders, and generate invoices. Using Kanban boards and dashboards, you can build workflows and monitor activities.

To optimize client experience, you can invite them to offer feedback. Your clients can communicate their requirements and send approvals.

Other notable features of AgencyHandy are helpdesk, file management, and order creation.

Core Features

• Branded client portal.
• Intake form.
• Quotes and orders.
• Task management.
• Invoicing.
• File storage.
• Communication.
• Client approval.
• Ticketing.

Price

Agencyhandy subscription package for small Agencies costs $149. 

You can try it for free.

11. Flowlu

Flowlu is a project management app with a client portal for Agencies. You can set up Kanban boards for task management and invite clients to review work progress.

The software has several client-oriented features. 

You can embed a knowledge base in the client portal to share service information and other content. You can also connect with clients on internal chat to deliver updates and receive requests.

Project management, CRM, and workflow automation are all part of the package.

For document management, you’ll get a separate builder. You can use templates to generate invoices, orders, and reports.

Core Features

• Branded client portal.
• External view of progress.
• Project management.
• Communication.
• Invoicing and payments.
• Knowledge base.
• CRM.
• Automation.
• Third-party integration.

Price

Flowlu prices start from $39. The basic plan is free, but it lacks the client portal feature. You can, however, take a free trial to check the premium features.

12. Ahsuite

Ahsuite simplifies client collaboration. Via this tool, you can share files with clients securely.

You can create unlimited branded portals and add password protection to control access. With smart filing, you can organize files by recent dates and get approvals for the records. 

One of its best features is its password manager. It lets you send encrypted login details to clients and team members.

Another good feature of Ahsuite is the journaling. Your team will get a shared space to make work notes and time-stamp changes.

Overall, if you’re an emerging agency and need a basic client portal for easy sharing, try Ahsuite.

Core Features

• Client portal.
• Embedding.
• Communication.
• Task management.
• File storage.
• Password manager.
• Work journal.
• White labeling.

Price

You can get started on Ahsuite for free. The agency package costs $29 per month.

Free trials are available for premium packages.

Conclusion

Client portal software is designed to make communication easier. 

It provides a better alternative to emails, giving you a workspace to make deals and share updates.

The above list covers a diverse range of applications with client portal features. Each offers additional support functions to help you optimize your workflows.

Find out what you want and compare their core features to shortlist applications. For instance, if you need an app to manage orders and billing, apps like SSP are ideal for you. 

If you want a central system to oversee both projects and clients, project management apps, like FuseBase and Flowlu are good options.

Explore the list and choose a software product that closely meets your Agency’s requirements. Good luck!