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Top Free Client Portal Software

Check out our list of free Client Portal Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Client Portal Software to ensure you get the right product.

View Free Client Portal Software

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.
69 Client Portal Products Available
View all Client Portal Software
View all Client Portal Software
SuiteDash
(595)4.8 out of 5
7th 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.
  • 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 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®
Aligned
(983)4.7 out of 5
2nd 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.

    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.
  • 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 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®

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Softr
(653)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
    • 87% 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.
  • 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
    15,476 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
  • 87% 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 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
15,476 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
Assembly
(279)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
    • Founder
    • Owner
    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.
  • 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
    51,601 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
  • Founder
  • Owner
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 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
51,601 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
trumpet
(1,005)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Save to My Lists
Free trial available
  • 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.
  • 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 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®
Zoho CRM
(2,867)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
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.

    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.
  • 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 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®
TaxDome
(683)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
  • 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
    8.3
    Billing and Invoicing
    Average: 7.9
    7.5
    Versioning
    Average: 8.1
    8.2
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • JL
    We’ve been using TaxDome for our accounting firm for over a year, and it has completely transformed how we manage client communication, document... Read review
    Verified User in Accounting
    AA
    Taxdome acts like an information highway for my business. It is an efficient and effective tool for my firm. Before tax dome we had many different... Read review
  • 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 features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.4
8.3
Billing and Invoicing
Average: 7.9
7.5
Versioning
Average: 8.1
8.2
Feedback
Average: 8.4
JL
We’ve been using TaxDome for our accounting firm for over a year, and it has completely transformed how we manage client communication, document... Read review
Verified User in Accounting
AA
Taxdome acts like an information highway for my business. It is an efficient and effective tool for my firm. Before tax dome we had many different... Read review
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
300 employees on LinkedIn®
Dock
(433)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.
  • 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 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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Jae C.
    JC
    It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
    Hayes C.
    HC
    Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,560 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    232 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 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
Jae C.
JC
It has many useful functions included in MOXO platform that makes paying for other services for video calls, scheduling, signature, etc. obsolete.... Read review
Hayes C.
HC
Moxo is the only software that can handle a high volume of projects while also delivering a beautiful UI for the clients. The app based system... Read review
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,560 Twitter followers
LinkedIn® Page
www.linkedin.com
232 employees on LinkedIn®
Clinked
(143)4.8 out of 5
1st Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:Starting at $77.00
  • 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.
  • 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 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®
Recapped.io
(179)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 46% Mid-Market
    • 44% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Recapped.io features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    0.0
    Billing and Invoicing
    Average: 7.9
    8.4
    Versioning
    Average: 8.1
    8.4
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Mat K.
    MK
    I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
    Chuck C.
    CC
    The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Recapped.io
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @GetRecapped
    179 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.

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 46% Mid-Market
  • 44% Small-Business
Recapped.io features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
0.0
Billing and Invoicing
Average: 7.9
8.4
Versioning
Average: 8.1
8.4
Feedback
Average: 8.4
Mat K.
MK
I like that my client can also make notes in the recap in an easy way so that we can keep project communication open. Read review
Chuck C.
CC
The ease of use for both admins and guests. No password to control. Guests quickly and without training can use and interact with the system. Read review
Seller Details
Seller
Recapped.io
Year Founded
2018
HQ Location
New York
Twitter
@GetRecapped
179 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Jahia DXP
(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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Steve A.
    SA
    Jahia was one of several "top of class" CMS products we reviewed when migrating from our old platform. The platform itself was a bright point with... Read review
    Timothe M.
    TM
    Highly flexible and modular → ideal for complex enterprise needs like multisite management and personalization. User-friendly for both marketers... Read review
  • 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 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
Steve A.
SA
Jahia was one of several "top of class" CMS products we reviewed when migrating from our old platform. The platform itself was a bright point with... Read review
Timothe M.
TM
Highly flexible and modular → ideal for complex enterprise needs like multisite management and personalization. User-friendly for both marketers... Read review
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®
Ahsuite
(97)4.8 out of 5
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.

    Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to d

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Consulting
    Market Segment
    • 97% Small-Business
    • 1% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Ahsuite features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    6.9
    Billing and Invoicing
    Average: 7.9
    7.9
    Versioning
    Average: 8.1
    9.3
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Curt S.
    CS
    It's simplicity is its strongest asset. Yet there is so much more beyond the surface. Check it out. Is super easy to trial this software. I'm... Read review
    LaShundra W.
    LW
    The layout is simple and user-friendly. It is easy to set up, and the guide is beneficial in adding business information. The cost is affordable,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ahsuite Inc
    Year Founded
    2021
    HQ Location
    Glendale, US
    Twitter
    @ahsuite
    27 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to d

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Consulting
Market Segment
  • 97% Small-Business
  • 1% Mid-Market
Ahsuite features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
6.9
Billing and Invoicing
Average: 7.9
7.9
Versioning
Average: 8.1
9.3
Feedback
Average: 8.4
Curt S.
CS
It's simplicity is its strongest asset. Yet there is so much more beyond the surface. Check it out. Is super easy to trial this software. I'm... Read review
LaShundra W.
LW
The layout is simple and user-friendly. It is easy to set up, and the guide is beneficial in adding business information. The cost is affordable,... Read review
Seller Details
Seller
Ahsuite Inc
Year Founded
2021
HQ Location
Glendale, US
Twitter
@ahsuite
27 Twitter followers
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
FuseBase
(106)4.7 out of 5
10th 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.

    FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p

    Users
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 82% Small-Business
    • 15% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FuseBase features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.4
    9.2
    Billing and Invoicing
    Average: 7.9
    9.4
    Versioning
    Average: 8.1
    9.8
    Feedback
    Average: 8.4
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Oleg S.
    OS
    Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I... Read review
    Reto R.
    RR
    The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nimbus Web Inc
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,799 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FUSEBASE – THE AI-POWERED WORKSPACE & AGENT PLATFORM FOR MODERN TEAMS FuseBase is the next-gen AI-powered workspace and agent platform designed to help growing companies automate work, unlock p

Users
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 82% Small-Business
  • 15% Mid-Market
FuseBase features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.4
9.2
Billing and Invoicing
Average: 7.9
9.4
Versioning
Average: 8.1
9.8
Feedback
Average: 8.4
Oleg S.
OS
Sometimes I can get distracted and Nimbus Note helps me write down my ideas before I forget them. It's on all my devices: laptop, mobile, tablet. I... Read review
Reto R.
RR
The ease and efficiency to organize my whole life, my existence and my professional work and collaboration. To have my compelete archive on the... Read review
Seller Details
Seller
Nimbus Web Inc
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,799 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Rocketlane
(788)4.7 out of 5
Optimized for quick response
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

    Users
    • Customer Success Manager
    • Software Engineer
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 55% Mid-Market
    • 29% 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.
    • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
    • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
    • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rocketlane features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    5.8
    Billing and Invoicing
    Average: 7.9
    9.4
    Versioning
    Average: 8.1
    9.7
    Feedback
    Average: 8.4
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rocketlane Corp
    Company Website
    Year Founded
    2020
    HQ Location
    Walnut, US
    Twitter
    @RocketlaneHQ
    1,391 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.

Rocketlane is the world’s first Agentic Professional Services Automation (PSA) platform, built to transform how professional services teams deliver value in the AI-first era. While traditional PSAs fo

Users
  • Customer Success Manager
  • Software Engineer
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 55% Mid-Market
  • 29% 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.
  • Rocketlane is a project management tool that centralizes tasks, timelines, and task ownership for improved organization and alignment with teams and clients.
  • Reviewers appreciate Rocketlane's user-friendly interface, swift performance, and the ability to streamline tasks, automate manual work, and improve collaboration with its real-time features and AI-driven updates.
  • Users reported issues with Rocketlane's load times, occasional app malfunctions, and a learning curve with unclear workflows and limited mobile functionality.
Rocketlane features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
5.8
Billing and Invoicing
Average: 7.9
9.4
Versioning
Average: 8.1
9.7
Feedback
Average: 8.4
Seller Details
Seller
Rocketlane Corp
Company Website
Year Founded
2020
HQ Location
Walnut, US
Twitter
@RocketlaneHQ
1,391 Twitter followers
LinkedIn® Page
www.linkedin.com
213 employees on LinkedIn®