Introducing G2.ai, the future of software buying.Try now

Best Enterprise Client Portal Software

Gauri Pawsey
GP
Researched and written by Gauri Pawsey

Products classified in the overall Client Portal category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Client Portal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Client Portal category.

In addition to qualifying for inclusion in the Client Portal Software category, to qualify for inclusion in the Enterprise Business Client Portal Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

Show More
Show Less

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.

1 filter applied
Clear All

8 Listings in Enterprise Client Portal Software Available

(611)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
  • 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
    5,781 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
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
5,781 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
(1,004)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Save to My Lists
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
  • 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
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®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
(980)4.7 out of 5
2nd Easiest To Use in Client Portal software
Save to My Lists
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% Small-Business
    • 43% 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.
    • 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
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aligned features and usability ratings that predict user satisfaction
    9.2
    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% Small-Business
  • 43% 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.
  • 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
Aligned features and usability ratings that predict user satisfaction
9.2
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®
(2,867)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Save to My Lists
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
  • 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
    8.8
    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
    136,525 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
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
8.8
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
136,525 Twitter followers
LinkedIn® Page
www.linkedin.com
29,794 employees on LinkedIn®
(143)4.8 out of 5
1st Easiest To Use in Client Portal software
Save to My Lists
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
    172
    Collaboration
    169
    Team Collaboration
    147
    Sharing Ease
    93
    Functionality
    91
    Cons
    Limited Customization
    28
    Learning Curve
    16
    Integration Issues
    15
    Missing Features
    15
    Slow Performance
    14
  • 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
    9.2
    Billing and Invoicing
    Average: 7.9
    9.2
    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
    1,304 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
172
Collaboration
169
Team Collaboration
147
Sharing Ease
93
Functionality
91
Cons
Limited Customization
28
Learning Curve
16
Integration Issues
15
Missing Features
15
Slow Performance
14
Clinked features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.4
9.2
Billing and Invoicing
Average: 7.9
9.2
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
1,304 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
(338)4.7 out of 5
Optimized for quick response
14th 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.

    Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

    Users
    • Account Executive
    • Product Marketing Manager
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 69% Mid-Market
    • 16% Enterprise
    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.
    • Enablix is a platform that consolidates organization-wide content, enhancing accessibility and usability across the organization.
    • Reviewers like the platform's intuitive user interface, the ease of setup, and the effectiveness of the search functionality which enables prompt retrieval of information.
    • Users mentioned that the search functionality could be further enhanced, the file and folder structure is a bit odd, and the auto-labelling feature needs improvements.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Enablix 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
    69
    Document Management
    35
    Easy Sharing
    22
    Centralization
    21
    Visibility
    20
    Cons
    Missing Features
    19
    Missing Functionality
    12
    Email Functionality
    11
    Search Functionality
    10
    Email Integration
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Enablix features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.4
    7.2
    Billing and Invoicing
    Average: 7.9
    9.0
    Versioning
    Average: 8.1
    8.2
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Enablix
    Company Website
    Year Founded
    2017
    HQ Location
    Ashburn, VA
    Twitter
    @enablix
    46 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Enablix is a comprehensive B2B enablement platform designed for modern organizations to deliver personalized digital experiences at scale throughout the customer lifecycle. It empowers revenue teams—i

Users
  • Account Executive
  • Product Marketing Manager
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 69% Mid-Market
  • 16% Enterprise
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.
  • Enablix is a platform that consolidates organization-wide content, enhancing accessibility and usability across the organization.
  • Reviewers like the platform's intuitive user interface, the ease of setup, and the effectiveness of the search functionality which enables prompt retrieval of information.
  • Users mentioned that the search functionality could be further enhanced, the file and folder structure is a bit odd, and the auto-labelling feature needs improvements.
Enablix 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
69
Document Management
35
Easy Sharing
22
Centralization
21
Visibility
20
Cons
Missing Features
19
Missing Functionality
12
Email Functionality
11
Search Functionality
10
Email Integration
7
Enablix features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.4
7.2
Billing and Invoicing
Average: 7.9
9.0
Versioning
Average: 8.1
8.2
Feedback
Average: 8.4
Seller Details
Seller
Enablix
Company Website
Year Founded
2017
HQ Location
Ashburn, VA
Twitter
@enablix
46 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
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
  • 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
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®
(552)4.4 out of 5
Optimized for quick response
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.

    Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

    Users
    • Project Manager
    • Owner
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 21% 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.
    • Accelo is a tool that combines CRM, Help Desk, Sales, Project Management, and Billing into one platform, aiming to streamline business operations and scale businesses.
    • Reviewers like the comprehensive nature of Accelo, appreciating its cloud-based accessibility, automation of repetitive tasks, integration capabilities with other platforms, and its role as a central point for different departments to collaborate effectively.
    • Users experienced some difficulties with Accelo, including issues with email features, complications during setup, limitations in analytics, challenges with customization, and occasional slow performance when handling large projects or data.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Accelo 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
    35
    Project Management
    30
    Task Management
    26
    Time-saving
    24
    Efficiency
    23
    Cons
    Missing Features
    26
    Learning Curve
    21
    Limited Features
    21
    Not Intuitive
    14
    Limited Customization
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Accelo features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.4
    8.7
    Billing and Invoicing
    Average: 7.9
    7.9
    Versioning
    Average: 8.1
    8.3
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Accelo
    Company Website
    Year Founded
    2011
    HQ Location
    Denver, Colorado
    Twitter
    @accelo
    2,999 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    87 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

Users
  • Project Manager
  • Owner
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 21% 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.
  • Accelo is a tool that combines CRM, Help Desk, Sales, Project Management, and Billing into one platform, aiming to streamline business operations and scale businesses.
  • Reviewers like the comprehensive nature of Accelo, appreciating its cloud-based accessibility, automation of repetitive tasks, integration capabilities with other platforms, and its role as a central point for different departments to collaborate effectively.
  • Users experienced some difficulties with Accelo, including issues with email features, complications during setup, limitations in analytics, challenges with customization, and occasional slow performance when handling large projects or data.
Accelo 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
35
Project Management
30
Task Management
26
Time-saving
24
Efficiency
23
Cons
Missing Features
26
Learning Curve
21
Limited Features
21
Not Intuitive
14
Limited Customization
13
Accelo features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.4
8.7
Billing and Invoicing
Average: 7.9
7.9
Versioning
Average: 8.1
8.3
Feedback
Average: 8.4
Seller Details
Seller
Accelo
Company Website
Year Founded
2011
HQ Location
Denver, Colorado
Twitter
@accelo
2,999 Twitter followers
LinkedIn® Page
www.linkedin.com
87 employees on LinkedIn®