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Best Client Portal Software

Gauri Pawsey
GP
Researched and written by Gauri Pawsey

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:

Provide a client-facing dashboard
Share files and documents within the application
Offer custom branding and/or watermarking features
Structure workflows around content-related procedures
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Featured Client Portal Software At A Glance

Free Plan Available:
Assembly
Sponsored
Assembly
Leader:
trumpet
trumpet
Highest Performer:
EverAfter
EverAfter
Easiest to Use:
Clinked
Clinked
Top Trending:
TaxDome
TaxDome
Show LessShow More
Highest Performer:
EverAfter
EverAfter
Easiest to Use:
Clinked
Clinked
Top Trending:
TaxDome
TaxDome

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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125 Listings in Client Portal Available
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    G2 Score
trumpet
(1,005)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Save to My Lists
DealsSpecial offer!
20% Off: £60 /user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Trumpet is the Intelligent GTM Layer, an AI-powered workspace that connects your entire revenue journey. At its core are Digital Sales Rooms, the central hub where your content lives, collaboration

    Users
    • Account Executive
    • Senior Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Mid-Market
    • 33% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Trumpet is a digital sales room platform that allows businesses to streamline their sales process, track client engagement, and consolidate all digital sales content in one place.
    • Reviewers like Trumpet's intuitive interface, its ability to provide valuable engagement insights, and its seamless integration with other tools like Pipedrive, Slack, and Salesloft.
    • Reviewers experienced some issues with Trumpet, such as occasional glitches, difficulties in moving sections of data within the platform, and a need for more templates and better integration with CRM systems.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • trumpet Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    339
    Customer Support
    161
    Time-saving
    136
    Customization
    121
    Customizability
    120
    Cons
    Learning Curve
    55
    Missing Features
    48
    Limited Features
    40
    Layout Issues
    33
    Integration Issues
    26
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • trumpet features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    7.4
    Billing and Invoicing
    Average: 7.9
    8.3
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    trumpet
    Company Website
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    62 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Trumpet is the Intelligent GTM Layer, an AI-powered workspace that connects your entire revenue journey. At its core are Digital Sales Rooms, the central hub where your content lives, collaboration

Users
  • Account Executive
  • Senior Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Mid-Market
  • 33% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Trumpet is a digital sales room platform that allows businesses to streamline their sales process, track client engagement, and consolidate all digital sales content in one place.
  • Reviewers like Trumpet's intuitive interface, its ability to provide valuable engagement insights, and its seamless integration with other tools like Pipedrive, Slack, and Salesloft.
  • Reviewers experienced some issues with Trumpet, such as occasional glitches, difficulties in moving sections of data within the platform, and a need for more templates and better integration with CRM systems.
trumpet Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
339
Customer Support
161
Time-saving
136
Customization
121
Customizability
120
Cons
Learning Curve
55
Missing Features
48
Limited Features
40
Layout Issues
33
Integration Issues
26
View All Pros and Cons
trumpet features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
7.4
Billing and Invoicing
Average: 7.9
8.3
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
trumpet
Company Website
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
62 employees on LinkedIn®
Softr
(649)4.7 out of 5
12th Easiest To Use in Client Portal software
View top Consulting Services for Softr
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Softr is the easiest way to turn your data into modern portals and internal tools — no coding or design skills required. It works with your favorite data sources, including Airtable, Google Sheets, Hu

    Users
    • Founder
    • CEO
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 88% Small-Business
    • 7% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Softr is a no-code website builder that allows users to create custom business apps and websites, integrate with databases like Airtable and Google Sheets, and automate workflows.
    • Users frequently mention the ease of use, the intuitive building process, the helpful customer support, and the ability to integrate with other software and databases as key benefits of Softr.
    • Users reported issues with limited customization options, difficulties with certain features and integrations, and concerns about the cost and limitations of the free version.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Softr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    191
    Customer Support
    142
    Easy Setup
    100
    Integrations
    94
    Easy Integration
    92
    Cons
    Limited Customization
    92
    Missing Features
    80
    Limited Features
    74
    Limitations
    39
    Expensive
    33
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Softr features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    7.9
    Billing and Invoicing
    Average: 7.9
    7.5
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Softr
    Company Website
    Year Founded
    2020
    HQ Location
    Berlin, DE
    Twitter
    @softr_io
    15,482 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Softr is the easiest way to turn your data into modern portals and internal tools — no coding or design skills required. It works with your favorite data sources, including Airtable, Google Sheets, Hu

Users
  • Founder
  • CEO
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 88% Small-Business
  • 7% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Softr is a no-code website builder that allows users to create custom business apps and websites, integrate with databases like Airtable and Google Sheets, and automate workflows.
  • Users frequently mention the ease of use, the intuitive building process, the helpful customer support, and the ability to integrate with other software and databases as key benefits of Softr.
  • Users reported issues with limited customization options, difficulties with certain features and integrations, and concerns about the cost and limitations of the free version.
Softr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
191
Customer Support
142
Easy Setup
100
Integrations
94
Easy Integration
92
Cons
Limited Customization
92
Missing Features
80
Limited Features
74
Limitations
39
Expensive
33
View All Pros and Cons
Softr features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
7.9
Billing and Invoicing
Average: 7.9
7.5
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Softr
Company Website
Year Founded
2020
HQ Location
Berlin, DE
Twitter
@softr_io
15,482 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®

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Aligned
(962)4.7 out of 5
2nd Easiest To Use in Client Portal software
Save to My Lists
DealsSpecial offer!
10% Off: $26-54 per month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aligned is a customer-facing collaboration platform that serves as both a Digital Sales Room and a Client Portal. It is designed to support go-to-market (GTM) teams in managing complex B2B sales and c

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 44% Mid-Market
    • 43% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a shared workspace platform that aims to streamline team collaboration, client onboarding, and project management by centralizing documents, updates, and metrics in one location.
    • Reviewers frequently mention the platform's ability to reduce misunderstandings and confusion by keeping everyone updated on their roles and responsibilities, and its user-friendly interface that simplifies the process of setting, tracking, and updating goals.
    • Users reported issues with the initial setup being time-consuming, limited brand options in the workspace, and the lack of a 'Download All' button for content.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aligned Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    379
    Centralization
    184
    Team Collaboration
    177
    Efficiency
    174
    Intuitive
    158
    Cons
    Missing Features
    60
    Learning Curve
    59
    Limited Customization
    57
    Integration Issues
    54
    Limited Features
    47
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aligned features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    7.4
    Billing and Invoicing
    Average: 7.9
    8.3
    Versioning
    Average: 8.1
    8.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    5 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    59 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is a customer-facing collaboration platform that serves as both a Digital Sales Room and a Client Portal. It is designed to support go-to-market (GTM) teams in managing complex B2B sales and c

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 44% Mid-Market
  • 43% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a shared workspace platform that aims to streamline team collaboration, client onboarding, and project management by centralizing documents, updates, and metrics in one location.
  • Reviewers frequently mention the platform's ability to reduce misunderstandings and confusion by keeping everyone updated on their roles and responsibilities, and its user-friendly interface that simplifies the process of setting, tracking, and updating goals.
  • Users reported issues with the initial setup being time-consuming, limited brand options in the workspace, and the lack of a 'Download All' button for content.
Aligned Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
379
Centralization
184
Team Collaboration
177
Efficiency
174
Intuitive
158
Cons
Missing Features
60
Learning Curve
59
Limited Customization
57
Integration Issues
54
Limited Features
47
View All Pros and Cons
Aligned features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
7.4
Billing and Invoicing
Average: 7.9
8.3
Versioning
Average: 8.1
8.7
Feedback
Average: 8.4
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
5 Twitter followers
LinkedIn® Page
www.linkedin.com
59 employees on LinkedIn®
Zoho CRM
(2,855)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Save to My Lists
DealsSpecial offer!
50% Off: $7/user/month
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 62% Small-Business
    • 32% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management platform that offers automation, reporting, and integration with other Zoho apps.
    • Reviewers like the powerful automation features, seamless integration with other Zoho apps, and the affordability of the platform, especially for small and growing businesses.
    • Reviewers mentioned that the interface can feel cluttered, there is a learning curve for new users, and customization beyond basic needs sometimes requires technical knowledge or scripting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    219
    Features
    130
    Integrations
    109
    Lead Management
    95
    Easy Integrations
    88
    Cons
    Learning Curve
    75
    Limited Features
    49
    Integration Issues
    48
    Poor Customer Support
    48
    Slow Loading
    47
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.4
    8.7
    Billing and Invoicing
    Average: 7.9
    8.6
    Versioning
    Average: 8.1
    8.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,382 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,794 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 62% Small-Business
  • 32% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management platform that offers automation, reporting, and integration with other Zoho apps.
  • Reviewers like the powerful automation features, seamless integration with other Zoho apps, and the affordability of the platform, especially for small and growing businesses.
  • Reviewers mentioned that the interface can feel cluttered, there is a learning curve for new users, and customization beyond basic needs sometimes requires technical knowledge or scripting.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
219
Features
130
Integrations
109
Lead Management
95
Easy Integrations
88
Cons
Learning Curve
75
Limited Features
49
Integration Issues
48
Poor Customer Support
48
Slow Loading
47
View All Pros and Cons
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.4
8.7
Billing and Invoicing
Average: 7.9
8.6
Versioning
Average: 8.1
8.6
Feedback
Average: 8.4
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,382 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
Assembly
(278)4.8 out of 5
3rd Easiest To Use in Client Portal software
View top Consulting Services for Assembly
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir

    Users
    • Owner
    • Founder
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 94% Small-Business
    • 3% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Assembly is a client management platform that centralizes documents and information, streamlines communication, and offers a client portal for easy access.
    • Users frequently mention the ease of use, intuitive navigation, and the ability to customize the client portal as key benefits of using Assembly.
    • Reviewers mentioned issues with the message section not syncing properly, limitations in direct user profile access, unreliable automations, and a lack of certain features like complex billing situations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Assembly Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    135
    Customer Support
    74
    Easy Setup
    72
    Features
    68
    Intuitive
    67
    Cons
    Missing Features
    88
    Limited Features
    58
    Limited Customization
    43
    Lacking Features
    40
    Integration Issues
    29
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Assembly features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    8.5
    Billing and Invoicing
    Average: 7.9
    7.8
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Assembly
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    51,368 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Create remarkable client experiences. CRM, portal, payments, tasks, contracts & more — with an AI Assistant that works for you. Assembly is the AI-powered platform for professional service fir

Users
  • Owner
  • Founder
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 94% Small-Business
  • 3% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Assembly is a client management platform that centralizes documents and information, streamlines communication, and offers a client portal for easy access.
  • Users frequently mention the ease of use, intuitive navigation, and the ability to customize the client portal as key benefits of using Assembly.
  • Reviewers mentioned issues with the message section not syncing properly, limitations in direct user profile access, unreliable automations, and a lack of certain features like complex billing situations.
Assembly Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
135
Customer Support
74
Easy Setup
72
Features
68
Intuitive
67
Cons
Missing Features
88
Limited Features
58
Limited Customization
43
Lacking Features
40
Integration Issues
29
View All Pros and Cons
Assembly features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
8.5
Billing and Invoicing
Average: 7.9
7.8
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
Assembly
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
51,368 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
DocSend
(569)4.6 out of 5
Save to My Lists
Entry Level Price:$180.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set sec

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 77% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DocSend is a document sharing and tracking software that facilitates the protection, storage, and sharing of work documents and files, maintaining data confidentiality and control over business files.
    • Users frequently mention the ease of use, secure and advanced space for sharing work documents, reliable virtual resources and tools, and the ability to establish a professional and efficient user experience through its advanced digital integration resources.
    • Reviewers experienced issues with the high cost of its pricing structure, lack of a free plan, aggressive scaling of price with new features, and limitations in screen sharing during sales presentations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • DocSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    56
    Document Management
    44
    Features
    35
    Security
    30
    Tracking Features
    30
    Cons
    Expensive
    18
    Lacking Features
    12
    Limited Features
    11
    File Management
    10
    Limitations
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • DocSend features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.4
    6.1
    Billing and Invoicing
    Average: 7.9
    8.9
    Versioning
    Average: 8.1
    6.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dropbox
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @Dropbox
    3,305,319 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,969 employees on LinkedIn®
    Ownership
    NASDAQ: DBX
Product Description
How are these determined?Information
This description is provided by the seller.

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set sec

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 77% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DocSend is a document sharing and tracking software that facilitates the protection, storage, and sharing of work documents and files, maintaining data confidentiality and control over business files.
  • Users frequently mention the ease of use, secure and advanced space for sharing work documents, reliable virtual resources and tools, and the ability to establish a professional and efficient user experience through its advanced digital integration resources.
  • Reviewers experienced issues with the high cost of its pricing structure, lack of a free plan, aggressive scaling of price with new features, and limitations in screen sharing during sales presentations.
DocSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
56
Document Management
44
Features
35
Security
30
Tracking Features
30
Cons
Expensive
18
Lacking Features
12
Limited Features
11
File Management
10
Limitations
9
View All Pros and Cons
DocSend features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.4
6.1
Billing and Invoicing
Average: 7.9
8.9
Versioning
Average: 8.1
6.7
Feedback
Average: 8.4
Seller Details
Seller
Dropbox
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@Dropbox
3,305,319 Twitter followers
LinkedIn® Page
www.linkedin.com
3,969 employees on LinkedIn®
Ownership
NASDAQ: DBX
Planhat
(883)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 59% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    240
    Customer Support
    167
    Helpful
    116
    Customization
    114
    Efficiency
    108
    Cons
    Learning Curve
    115
    Complexity
    79
    Steep Learning Curve
    64
    Integration Issues
    62
    Missing Features
    59
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    6.5
    Billing and Invoicing
    Average: 7.9
    6.8
    Versioning
    Average: 8.1
    7.1
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,056 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    213 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 59% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
240
Customer Support
167
Helpful
116
Customization
114
Efficiency
108
Cons
Learning Curve
115
Complexity
79
Steep Learning Curve
64
Integration Issues
62
Missing Features
59
View All Pros and Cons
Planhat features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
6.5
Billing and Invoicing
Average: 7.9
6.8
Versioning
Average: 8.1
7.1
Feedback
Average: 8.4
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,056 Twitter followers
LinkedIn® Page
www.linkedin.com
213 employees on LinkedIn®
TaxDome
(682)4.7 out of 5
15th Easiest To Use in Client Portal software
View top Consulting Services for TaxDome
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 99% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    132
    Automation
    71
    Client Portal
    64
    Customer Support
    62
    Document Management
    57
    Cons
    Learning Curve
    62
    Difficult Setup
    36
    Difficult Learning
    34
    Time-Consuming Setup
    34
    Missing Features
    33
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.4
    8.2
    Billing and Invoicing
    Average: 7.9
    7.5
    Versioning
    Average: 8.1
    8.2
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    300 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 99% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
132
Automation
71
Client Portal
64
Customer Support
62
Document Management
57
Cons
Learning Curve
62
Difficult Setup
36
Difficult Learning
34
Time-Consuming Setup
34
Missing Features
33
View All Pros and Cons
TaxDome features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
8.2
Billing and Invoicing
Average: 7.9
7.5
Versioning
Average: 8.1
8.2
Feedback
Average: 8.4
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
300 employees on LinkedIn®
Dock
(432)4.7 out of 5
8th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full c

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 35% Mid-Market
    • 33% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Dock is a collaborative tool that integrates with Salesforce to display customer data, track user activity, and centralize documentation for prospective clients.
    • Reviewers appreciate Dock's ease of use, its ability to minimize manual work, and its feature of creating personalized homepages for each prospect, which enhances user experience and efficiency.
    • Users experienced challenges with Dock's setup at the organization level, occasional slow updates, and a lack of certain desired features and integrations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Dock Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    32
    Efficiency
    15
    Centralization
    14
    Team Collaboration
    13
    Visibility
    12
    Cons
    Bugs
    5
    Integration Issues
    5
    Layout Issues
    4
    Login Issues
    4
    Software Bugs
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Dock features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    6.9
    Billing and Invoicing
    Average: 7.9
    8.2
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dock
    Year Founded
    2021
    HQ Location
    San Francisco, California
    Twitter
    @Dock_us
    590 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Dock is the Al revenue enablement platform built for the way people buy today. Collaborate with customers, share content, and enable reps in real time. Dock is an enablement platform for the full c

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 35% Mid-Market
  • 33% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Dock is a collaborative tool that integrates with Salesforce to display customer data, track user activity, and centralize documentation for prospective clients.
  • Reviewers appreciate Dock's ease of use, its ability to minimize manual work, and its feature of creating personalized homepages for each prospect, which enhances user experience and efficiency.
  • Users experienced challenges with Dock's setup at the organization level, occasional slow updates, and a lack of certain desired features and integrations.
Dock Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
32
Efficiency
15
Centralization
14
Team Collaboration
13
Visibility
12
Cons
Bugs
5
Integration Issues
5
Layout Issues
4
Login Issues
4
Software Bugs
4
View All Pros and Cons
Dock features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
6.9
Billing and Invoicing
Average: 7.9
8.2
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Dock
Year Founded
2021
HQ Location
San Francisco, California
Twitter
@Dock_us
590 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®
Moxo
(194)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Client Portal software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The ol

    Users
    • Director
    • CEO
    Industries
    • Financial Services
    • Marketing and Advertising
    Market Segment
    • 80% Small-Business
    • 18% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Moxo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    76
    Customer Support
    68
    Team Collaboration
    39
    Helpful
    35
    Communication
    30
    Cons
    Missing Features
    39
    Limited Features
    28
    Lacking Features
    22
    Limited Customization
    22
    Integration Issues
    14
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Moxo features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    7.8
    Billing and Invoicing
    Average: 7.9
    8.5
    Versioning
    Average: 8.1
    8.8
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,525 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    235 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Moxo is the AI orchestration platform built for business operations teams. From manual coordination to intelligent orchestration, Moxo transforms the way organizations run complex processes. The ol

Users
  • Director
  • CEO
Industries
  • Financial Services
  • Marketing and Advertising
Market Segment
  • 80% Small-Business
  • 18% Mid-Market
Moxo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
76
Customer Support
68
Team Collaboration
39
Helpful
35
Communication
30
Cons
Missing Features
39
Limited Features
28
Lacking Features
22
Limited Customization
22
Integration Issues
14
View All Pros and Cons
Moxo features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
7.8
Billing and Invoicing
Average: 7.9
8.5
Versioning
Average: 8.1
8.8
Feedback
Average: 8.4
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,525 Twitter followers
LinkedIn® Page
www.linkedin.com
235 employees on LinkedIn®
Clinked
(143)4.8 out of 5
1st Easiest To Use in Client Portal software
Save to My Lists
DealsSpecial offer!
10% Off: $107.10 = 100 Users+Free Guests
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clinked is a secure, cloud-based client portal and collaboration solution designed to streamline communication and file sharing for teams, project groups, and business clients within a protected envir

    Users
    • CEO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Small-Business
    • 24% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clinked is a software that facilitates client handoffs, project updates, and document sharing in a shared space, allowing for collaboration between internal teams and clients.
    • Reviewers like the ease of use, the ability to quickly view documents without downloading, the comment option for clear feedback, and the organization of files by project phase, which makes the workflow smoother and more efficient.
    • Reviewers mentioned that Clinked could benefit from more flexibility in how updates are grouped, additional shortcuts for common tasks, more customization in notifications, and a simpler initial setup for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clinked Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    168
    Collaboration
    164
    Team Collaboration
    142
    Sharing Ease
    89
    Functionality
    87
    Cons
    Limited Customization
    25
    Integration Issues
    13
    Missing Features
    13
    Learning Curve
    12
    Limited Features
    11
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clinked features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.4
    9.1
    Billing and Invoicing
    Average: 7.9
    9.1
    Versioning
    Average: 8.1
    9.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clinked
    Company Website
    Year Founded
    2008
    HQ Location
    Cambridge, UK
    Twitter
    @clinked
    1,305 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clinked is a secure, cloud-based client portal and collaboration solution designed to streamline communication and file sharing for teams, project groups, and business clients within a protected envir

Users
  • CEO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Small-Business
  • 24% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clinked is a software that facilitates client handoffs, project updates, and document sharing in a shared space, allowing for collaboration between internal teams and clients.
  • Reviewers like the ease of use, the ability to quickly view documents without downloading, the comment option for clear feedback, and the organization of files by project phase, which makes the workflow smoother and more efficient.
  • Reviewers mentioned that Clinked could benefit from more flexibility in how updates are grouped, additional shortcuts for common tasks, more customization in notifications, and a simpler initial setup for new users.
Clinked Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
168
Collaboration
164
Team Collaboration
142
Sharing Ease
89
Functionality
87
Cons
Limited Customization
25
Integration Issues
13
Missing Features
13
Learning Curve
12
Limited Features
11
View All Pros and Cons
Clinked features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.4
9.1
Billing and Invoicing
Average: 7.9
9.1
Versioning
Average: 8.1
9.4
Feedback
Average: 8.4
Seller Details
Seller
Clinked
Company Website
Year Founded
2008
HQ Location
Cambridge, UK
Twitter
@clinked
1,305 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
vcita
(76)4.6 out of 5
Save to My Lists
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software

    Users
    No information available
    Industries
    • Accounting
    • Alternative Medicine
    Market Segment
    • 88% Small-Business
    • 11% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • vcita Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Automations
    6
    Integration
    6
    Integrations
    6
    Automation
    5
    Cons
    Integration Issues
    6
    Expensive
    4
    Missing Features
    4
    Lack of Integration
    3
    Linking Issues
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • vcita features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.4
    8.9
    Billing and Invoicing
    Average: 7.9
    7.7
    Versioning
    Average: 8.1
    7.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    vcita
    Year Founded
    2010
    HQ Location
    Bellevue, WA
    Twitter
    @vCita
    1,758 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    179 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vcita: All-in-one business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. vcita is a comprehensive business management software

Users
No information available
Industries
  • Accounting
  • Alternative Medicine
Market Segment
  • 88% Small-Business
  • 11% Mid-Market
vcita Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Automations
6
Integration
6
Integrations
6
Automation
5
Cons
Integration Issues
6
Expensive
4
Missing Features
4
Lack of Integration
3
Linking Issues
3
View All Pros and Cons
vcita features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.4
8.9
Billing and Invoicing
Average: 7.9
7.7
Versioning
Average: 8.1
7.6
Feedback
Average: 8.4
Seller Details
Seller
vcita
Year Founded
2010
HQ Location
Bellevue, WA
Twitter
@vCita
1,758 Twitter followers
LinkedIn® Page
www.linkedin.com
179 employees on LinkedIn®
Jahia DXP
(609)4.4 out of 5
Optimized for quick response
13th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:Starting at $1,800.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jahia is a content management system (CMS) and digital experience platform (DXP) designed to assist organizations in creating modern websites and portals. This robust solution is particularly well-sui

    Users
    • Product Owner
    • Chargée de communication
    Industries
    • Insurance
    • Information Technology and Services
    Market Segment
    • 33% Enterprise
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jahia DXP Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    97
    Content Management
    71
    Intuitive
    70
    Features
    68
    Integrations
    68
    Cons
    Learning Curve
    86
    Steep Learning Curve
    40
    Difficult Learning
    34
    Technical Expertise Required
    30
    Complexity
    29
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jahia DXP features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.4
    8.3
    Billing and Invoicing
    Average: 7.9
    8.3
    Versioning
    Average: 8.1
    8.6
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jahia
    Company Website
    Year Founded
    2002
    HQ Location
    Geneva, Switzerland
    Twitter
    @Jahia
    5,784 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jahia is a content management system (CMS) and digital experience platform (DXP) designed to assist organizations in creating modern websites and portals. This robust solution is particularly well-sui

Users
  • Product Owner
  • Chargée de communication
Industries
  • Insurance
  • Information Technology and Services
Market Segment
  • 33% Enterprise
  • 32% Small-Business
Jahia DXP Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
97
Content Management
71
Intuitive
70
Features
68
Integrations
68
Cons
Learning Curve
86
Steep Learning Curve
40
Difficult Learning
34
Technical Expertise Required
30
Complexity
29
View All Pros and Cons
Jahia DXP features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.4
8.3
Billing and Invoicing
Average: 7.9
8.3
Versioning
Average: 8.1
8.6
Feedback
Average: 8.4
Seller Details
Seller
Jahia
Company Website
Year Founded
2002
HQ Location
Geneva, Switzerland
Twitter
@Jahia
5,784 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
SuiteDash
(595)4.8 out of 5
6th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 98% Small-Business
    • 2% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • SuiteDash is a business solution that includes project management, business automation, and a newsletter system, among other features.
    • Users like the all-in-one functionality of SuiteDash, praising its intuitive interface, client portal, automation features, and the ability to white-label the platform, which enhances their business's professionalism and efficiency.
    • Reviewers experienced a steep learning curve with SuiteDash, noting that it can be overwhelming to understand the multiple tools and that it requires time investment for knowledge acquisition.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SuiteDash Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    21
    Features
    21
    Customization
    20
    Easy Setup
    19
    Automation
    18
    Cons
    Learning Curve
    24
    Steep Learning Curve
    19
    Learning Difficulty
    9
    Complex Setup
    6
    Limited Customization
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SuiteDash features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    9.4
    Billing and Invoicing
    Average: 7.9
    8.9
    Versioning
    Average: 8.1
    9.4
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SuiteDash
    Year Founded
    2012
    HQ Location
    Research Triangle Park, NC
    Twitter
    @SuiteDash
    1,181 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 98% Small-Business
  • 2% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • SuiteDash is a business solution that includes project management, business automation, and a newsletter system, among other features.
  • Users like the all-in-one functionality of SuiteDash, praising its intuitive interface, client portal, automation features, and the ability to white-label the platform, which enhances their business's professionalism and efficiency.
  • Reviewers experienced a steep learning curve with SuiteDash, noting that it can be overwhelming to understand the multiple tools and that it requires time investment for knowledge acquisition.
SuiteDash Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
21
Features
21
Customization
20
Easy Setup
19
Automation
18
Cons
Learning Curve
24
Steep Learning Curve
19
Learning Difficulty
9
Complex Setup
6
Limited Customization
5
View All Pros and Cons
SuiteDash features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
9.4
Billing and Invoicing
Average: 7.9
8.9
Versioning
Average: 8.1
9.4
Feedback
Average: 8.4
Seller Details
Seller
SuiteDash
Year Founded
2012
HQ Location
Research Triangle Park, NC
Twitter
@SuiteDash
1,181 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
EverAfter
(162)4.6 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with v

    Users
    • Customer Success Manager
    • CSM
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 24% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • EverAfter Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    63
    Customer Support
    36
    Customization
    31
    Intuitive
    28
    Customizability
    26
    Cons
    Missing Features
    16
    Complexity
    10
    Integration Issues
    9
    Missing Functionality
    8
    Learning Curve
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • EverAfter features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    4.6
    Billing and Invoicing
    Average: 7.9
    6.9
    Versioning
    Average: 8.1
    8.0
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EverAfter
    Company Website
    HQ Location
    Tel Aviv, IL
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with v

Users
  • Customer Success Manager
  • CSM
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 24% Small-Business
EverAfter Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
63
Customer Support
36
Customization
31
Intuitive
28
Customizability
26
Cons
Missing Features
16
Complexity
10
Integration Issues
9
Missing Functionality
8
Learning Curve
7
View All Pros and Cons
EverAfter features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
4.6
Billing and Invoicing
Average: 7.9
6.9
Versioning
Average: 8.1
8.0
Feedback
Average: 8.4
Seller Details
Seller
EverAfter
Company Website
HQ Location
Tel Aviv, IL
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
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