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Best Client Portal Software for for Small Business

Marina Schlosser
MS
Researched and written by Marina Schlosser

Products classified in the overall Client Portal category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Client Portal category.

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

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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35 Listings in Small Business Client Portal Available

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    G2 Score
TaxDome
By TaxDome
(626)4.7 out of 5
14th Easiest To Use in Client Portal software
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
    • 100% 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
    181
    Automation
    108
    Customer Support
    98
    Client Portal
    75
    All-in-one Solution
    70
    Cons
    Learning Curve
    82
    Time-Consuming Setup
    43
    Missing Features
    39
    Difficult Setup
    38
    Difficult Learning
    37
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • TaxDome features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.5
    8.4
    Billing and Invoicing
    Average: 8.2
    7.8
    Versioning
    Average: 8.2
    8.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    235 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
  • 100% 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
181
Automation
108
Customer Support
98
Client Portal
75
All-in-one Solution
70
Cons
Learning Curve
82
Time-Consuming Setup
43
Missing Features
39
Difficult Setup
38
Difficult Learning
37
TaxDome features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.5
8.4
Billing and Invoicing
Average: 8.2
7.8
Versioning
Average: 8.2
8.4
Feedback
Average: 8.6
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
235 employees on LinkedIn®
Read TaxDome Reviews
Softr
By Softr
(473)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.

    Softr is the easiest way to turn your data into modern business apps — no coding or design skills required. It works with your favorite data sources, including Airtable, Google Sheets, HubSpot, SmartS

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 91% 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.io is a no-code tool designed for building web apps without technical knowledge, offering features such as client portals, internal tools, and websites setup.
    • Users like the intuitive interface, the ease of use even for beginners, the variety of templates, and the responsive and helpful customer service team.
    • Reviewers experienced issues with the Monday.com integration, limitations in customization options, high pricing tiers, and a relatively limited dynamic block feature for professional users.
  • 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
    315
    Customer Support
    194
    Easy Setup
    156
    Intuitive
    114
    Integrations
    110
    Cons
    Missing Features
    139
    Limited Customization
    134
    Limited Features
    113
    Limitations
    81
    Lack of Features
    46
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Softr features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.5
    8.2
    Billing and Invoicing
    Average: 8.2
    7.7
    Versioning
    Average: 8.2
    8.3
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Softr
    Company Website
    Year Founded
    2020
    HQ Location
    Berlin, DE
    Twitter
    @softr_io
    14,758 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 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 business apps — no coding or design skills required. It works with your favorite data sources, including Airtable, Google Sheets, HubSpot, SmartS

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 91% 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.io is a no-code tool designed for building web apps without technical knowledge, offering features such as client portals, internal tools, and websites setup.
  • Users like the intuitive interface, the ease of use even for beginners, the variety of templates, and the responsive and helpful customer service team.
  • Reviewers experienced issues with the Monday.com integration, limitations in customization options, high pricing tiers, and a relatively limited dynamic block feature for professional users.
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
315
Customer Support
194
Easy Setup
156
Intuitive
114
Integrations
110
Cons
Missing Features
139
Limited Customization
134
Limited Features
113
Limitations
81
Lack of Features
46
Softr features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.5
8.2
Billing and Invoicing
Average: 8.2
7.7
Versioning
Average: 8.2
8.3
Feedback
Average: 8.6
Seller Details
Seller
Softr
Company Website
Year Founded
2020
HQ Location
Berlin, DE
Twitter
@softr_io
14,758 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®

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Copilot
By Copilot
(214)4.8 out of 5
4th Easiest To Use in Client Portal software
View top Consulting Services for Copilot
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.

    For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 95% Small-Business
    • 4% 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.
    • Copilot is a client communication and management tool that provides a centralized portal for all client interactions, including document organization, task management, and direct communication.
    • Users like the user-friendly interface, easy navigation, and the ability to consolidate client information and tasks in one place, which improves transparency and streamlines workflows.
    • Reviewers noted some limitations in customization, a lack of certain features, and issues with integrating certain external apps, as well as a desire for more payment options and better functionality in certain areas.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Copilot 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
    96
    Customer Support
    52
    Easy Setup
    49
    Integrations
    48
    Features
    45
    Cons
    Missing Features
    63
    Limited Features
    40
    Limited Customization
    26
    Lacking Features
    25
    Integration Issues
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Copilot features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.5
    8.5
    Billing and Invoicing
    Average: 8.2
    7.5
    Versioning
    Average: 8.2
    8.7
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Copilot
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    2,331 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 95% Small-Business
  • 4% 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.
  • Copilot is a client communication and management tool that provides a centralized portal for all client interactions, including document organization, task management, and direct communication.
  • Users like the user-friendly interface, easy navigation, and the ability to consolidate client information and tasks in one place, which improves transparency and streamlines workflows.
  • Reviewers noted some limitations in customization, a lack of certain features, and issues with integrating certain external apps, as well as a desire for more payment options and better functionality in certain areas.
Copilot 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
96
Customer Support
52
Easy Setup
49
Integrations
48
Features
45
Cons
Missing Features
63
Limited Features
40
Limited Customization
26
Lacking Features
25
Integration Issues
20
Copilot features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.5
8.5
Billing and Invoicing
Average: 8.2
7.5
Versioning
Average: 8.2
8.7
Feedback
Average: 8.6
Seller Details
Seller
Copilot
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
2,331 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
SuiteDash
By SuiteDash
(589)4.8 out of 5
5th 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 management solution that combines CRM, project management, invoicing, and client portals.
    • Users like the platform's automation tools that improve efficiency, its high customizability, and the ability to automate workflows, keeping everything organized and running smoothly.
    • Reviewers mentioned a steep learning curve due to the vast number of features, time-consuming setup and customization process, and the need for more industry-specific templates.
  • 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
    Ease of Use
    43
    Features
    40
    All-in-one Solutions
    37
    Customization
    36
    Feature Richness
    35
    Cons
    Learning Curve
    41
    Steep Learning Curve
    29
    Difficult Learning
    13
    Initial Overwhelm
    11
    Learning Difficulty
    10
  • 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: 9.5
    9.4
    Billing and Invoicing
    Average: 8.2
    8.9
    Versioning
    Average: 8.2
    9.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SuiteDash
    Year Founded
    2012
    HQ Location
    Research Triangle Park, NC
    Twitter
    @SuiteDash
    1,183 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 management solution that combines CRM, project management, invoicing, and client portals.
  • Users like the platform's automation tools that improve efficiency, its high customizability, and the ability to automate workflows, keeping everything organized and running smoothly.
  • Reviewers mentioned a steep learning curve due to the vast number of features, time-consuming setup and customization process, and the need for more industry-specific templates.
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
Ease of Use
43
Features
40
All-in-one Solutions
37
Customization
36
Feature Richness
35
Cons
Learning Curve
41
Steep Learning Curve
29
Difficult Learning
13
Initial Overwhelm
11
Learning Difficulty
10
SuiteDash features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.5
9.4
Billing and Invoicing
Average: 8.2
8.9
Versioning
Average: 8.2
9.4
Feedback
Average: 8.6
Seller Details
Seller
SuiteDash
Year Founded
2012
HQ Location
Research Triangle Park, NC
Twitter
@SuiteDash
1,183 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
Read SuiteDash Reviews
Aligned
By Aligned
(468)4.8 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; a Digital Sales Room and a Client Portal that helps GTM teams run a better Sales & CS process, orchestrate complex deals, increase buyer engage

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 47% Small-Business
    • 42% 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 digital sales tool that centralizes all deal-related communication and resources in one place, providing transparency and fostering better collaboration with clients and teams.
    • Reviewers like the tool's ability to track user engagement, quickly deploy rooms, and centralize all relevant collateral, making the sales process more streamlined and efficient.
    • Reviewers mentioned some issues with the tool, such as occasional glitches, misleading analytics, limited customization options, and difficulties with certain integrations.
  • 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
    235
    Team Collaboration
    122
    Sales Efficiency
    121
    Efficiency
    118
    Centralization
    96
    Cons
    Missing Features
    36
    Learning Curve
    24
    Limited Features
    22
    Integration Issues
    21
    Slow Loading
    17
  • 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: 9.5
    7.7
    Billing and Invoicing
    Average: 8.2
    8.6
    Versioning
    Average: 8.2
    8.9
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    3 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is a customer-facing collaboration platform; a Digital Sales Room and a Client Portal that helps GTM teams run a better Sales & CS process, orchestrate complex deals, increase buyer engage

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 47% Small-Business
  • 42% 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 digital sales tool that centralizes all deal-related communication and resources in one place, providing transparency and fostering better collaboration with clients and teams.
  • Reviewers like the tool's ability to track user engagement, quickly deploy rooms, and centralize all relevant collateral, making the sales process more streamlined and efficient.
  • Reviewers mentioned some issues with the tool, such as occasional glitches, misleading analytics, limited customization options, and difficulties with certain integrations.
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
235
Team Collaboration
122
Sales Efficiency
121
Efficiency
118
Centralization
96
Cons
Missing Features
36
Learning Curve
24
Limited Features
22
Integration Issues
21
Slow Loading
17
Aligned features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.5
7.7
Billing and Invoicing
Average: 8.2
8.6
Versioning
Average: 8.2
8.9
Feedback
Average: 8.6
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
3 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
Moxo
By Moxo
(165)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.

    Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

    Users
    • CEO
    • Owner
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 78% Small-Business
    • 21% 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
    57
    Customer Support
    55
    Helpful
    27
    Team Collaboration
    24
    Intuitive
    23
    Cons
    Missing Features
    32
    Limited Features
    18
    Limited Customization
    17
    Lacking Features
    13
    Missing Functionality
    11
  • 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: 9.5
    8.0
    Billing and Invoicing
    Average: 8.2
    8.3
    Versioning
    Average: 8.2
    8.9
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,107 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    220 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

Users
  • CEO
  • Owner
Industries
  • Financial Services
  • Accounting
Market Segment
  • 78% Small-Business
  • 21% 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
57
Customer Support
55
Helpful
27
Team Collaboration
24
Intuitive
23
Cons
Missing Features
32
Limited Features
18
Limited Customization
17
Lacking Features
13
Missing Functionality
11
Moxo features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.5
8.0
Billing and Invoicing
Average: 8.2
8.3
Versioning
Average: 8.2
8.9
Feedback
Average: 8.6
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,107 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
Get a quote
vcita
By vcita
(74)4.6 out of 5
9th Easiest To Use in Client Portal software
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 is a complete business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. Automate time-consuming admin tasks like payment coll

    Users
    No information available
    Industries
    • Accounting
    • Alternative Medicine
    Market Segment
    • 89% Small-Business
    • 9% 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
    Automation Efficiency
    6
    Automation
    5
    Automation Features
    5
    Automations
    5
    Cons
    Expensive
    2
    Inefficient
    2
    Integration Issues
    2
    Manual Deletion
    2
    Missing Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • vcita features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.5
    8.9
    Billing and Invoicing
    Average: 8.2
    7.7
    Versioning
    Average: 8.2
    7.6
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    vcita
    Year Founded
    2010
    HQ Location
    Bellevue, WA
    Twitter
    @vCita
    1,789 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    186 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vcita is a complete business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. Automate time-consuming admin tasks like payment coll

Users
No information available
Industries
  • Accounting
  • Alternative Medicine
Market Segment
  • 89% Small-Business
  • 9% 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
Automation Efficiency
6
Automation
5
Automation Features
5
Automations
5
Cons
Expensive
2
Inefficient
2
Integration Issues
2
Manual Deletion
2
Missing Features
2
vcita features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.5
8.9
Billing and Invoicing
Average: 8.2
7.7
Versioning
Average: 8.2
7.6
Feedback
Average: 8.6
Seller Details
Seller
vcita
Year Founded
2010
HQ Location
Bellevue, WA
Twitter
@vCita
1,789 Twitter followers
LinkedIn® Page
www.linkedin.com
186 employees on LinkedIn®
Read vcita Reviews
Zoho CRM
By Zoho
(2,735)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
    • 58% Small-Business
    • 27% 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 Plus is a platform that combines elements of a CRM and marketing automation platform, with added customer service and detailed reporting capabilities.
    • Users like the ability to customize module fields and layouts, the ease of adding leads or contacts from Outlook to Zoho CRM, and the platform's user-friendly interface and customization options.
    • Users experienced issues with the store checkout process, found the custom reporting module clunky and tough to use, and reported that the platform's integration with other software was sometimes difficult and time-consuming.
  • 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
    158
    Features
    112
    Integrations
    82
    Lead Management
    76
    Easy Integrations
    66
    Cons
    Learning Curve
    45
    Missing Features
    43
    Integration Issues
    32
    Poor Customer Support
    31
    Slow Loading
    31
  • 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: 9.5
    8.7
    Billing and Invoicing
    Average: 8.2
    8.7
    Versioning
    Average: 8.2
    8.6
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    102,964 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 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
  • 58% Small-Business
  • 27% 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 Plus is a platform that combines elements of a CRM and marketing automation platform, with added customer service and detailed reporting capabilities.
  • Users like the ability to customize module fields and layouts, the ease of adding leads or contacts from Outlook to Zoho CRM, and the platform's user-friendly interface and customization options.
  • Users experienced issues with the store checkout process, found the custom reporting module clunky and tough to use, and reported that the platform's integration with other software was sometimes difficult and time-consuming.
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
158
Features
112
Integrations
82
Lead Management
76
Easy Integrations
66
Cons
Learning Curve
45
Missing Features
43
Integration Issues
32
Poor Customer Support
31
Slow Loading
31
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.5
8.7
Billing and Invoicing
Average: 8.2
8.7
Versioning
Average: 8.2
8.6
Feedback
Average: 8.6
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
102,964 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
Clinked
By Clinked
(135)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 cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud en

    Users
    No information available
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 61% Small-Business
    • 30% 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 platform for secure file sharing and team collaboration, designed to enhance organization and efficiency in workflows.
    • Reviewers like the robust security measures, the ability to manage tasks and track progress in real time, and the convenience of having all necessary tools in one place.
    • Reviewers mentioned that the customization options for reporting could be wider, the mobile app could be more advanced, and the chat feature lacks a search function and visual sharing capabilities.
  • 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
    70
    Collaboration
    53
    Team Collaboration
    48
    Communication
    45
    Functionality
    39
    Cons
    Learning Curve
    9
    Missing Features
    9
    App Functionality
    8
    Limited Customization
    8
    Lacking Features
    6
  • 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: 9.5
    9.1
    Billing and Invoicing
    Average: 8.2
    9.2
    Versioning
    Average: 8.2
    9.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clinked
    Company Website
    Year Founded
    2008
    HQ Location
    Cambridge, UK
    Twitter
    @clinked
    1,330 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud en

Users
No information available
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 61% Small-Business
  • 30% 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 platform for secure file sharing and team collaboration, designed to enhance organization and efficiency in workflows.
  • Reviewers like the robust security measures, the ability to manage tasks and track progress in real time, and the convenience of having all necessary tools in one place.
  • Reviewers mentioned that the customization options for reporting could be wider, the mobile app could be more advanced, and the chat feature lacks a search function and visual sharing capabilities.
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
70
Collaboration
53
Team Collaboration
48
Communication
45
Functionality
39
Cons
Learning Curve
9
Missing Features
9
App Functionality
8
Limited Customization
8
Lacking Features
6
Clinked features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.5
9.1
Billing and Invoicing
Average: 8.2
9.2
Versioning
Average: 8.2
9.4
Feedback
Average: 8.6
Seller Details
Seller
Clinked
Company Website
Year Founded
2008
HQ Location
Cambridge, UK
Twitter
@clinked
1,330 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Get a quote
FuseBase (formerly Nimbus)
By Nimbus Web Inc
(102)4.7 out of 5
6th 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 (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client po

    Users
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 82% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FuseBase (formerly Nimbus) 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
    Organization
    21
    Team Collaboration
    20
    Centralization
    18
    Client Management
    18
    Cons
    Software Bugs
    4
    Learning Curve
    3
    Missing Features
    3
    Performance Issues
    3
    Slow Loading
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FuseBase (formerly Nimbus) features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.5
    9.4
    Billing and Invoicing
    Average: 8.2
    9.5
    Versioning
    Average: 8.2
    9.8
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Nimbus Web Inc
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,978 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client po

Users
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 82% Small-Business
  • 15% Mid-Market
FuseBase (formerly Nimbus) 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
Organization
21
Team Collaboration
20
Centralization
18
Client Management
18
Cons
Software Bugs
4
Learning Curve
3
Missing Features
3
Performance Issues
3
Slow Loading
3
FuseBase (formerly Nimbus) features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.5
9.4
Billing and Invoicing
Average: 8.2
9.5
Versioning
Average: 8.2
9.8
Feedback
Average: 8.6
Seller Details
Seller
Nimbus Web Inc
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,978 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
Read FuseBase (formerly Nimbus) Reviews
Ahsuite
By Ahsuite Inc
(97)4.8 out of 5
12th Easiest To Use in Client Portal software
Save to My Lists
DealsSpecial offer!
50% off: $28.50 per month for the Agency tier, billed annually
  • 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 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.
    • Ahsuite is a client portal platform that allows users to manage projects, tasks, and clients, and provides features such as adding files, embedding pages, and webhooks.
    • Reviewers frequently mention the ease of setting up a client portal, the ability to easily add team members, the clean user interface, and the excellent customer support provided by Ahsuite.
    • Reviewers noted that the interface could be improved to be more user-friendly, resetting a password is not straightforward, and there is a desire for more customization options and a mobile app.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Ahsuite 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
    34
    Easy Sharing
    11
    Intuitive
    10
    User-Friendly
    10
    User Interface
    10
    Cons
    Missing Features
    7
    Limited Features
    6
    Interface Issues
    4
    Difficult Customization
    3
    Integration Issues
    3
  • 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: 9.5
    6.9
    Billing and Invoicing
    Average: 8.2
    7.9
    Versioning
    Average: 8.2
    9.3
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Ahsuite Inc
    Year Founded
    2021
    HQ Location
    Glendale, US
    Twitter
    @ahsuite
    25 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5 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
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.
  • Ahsuite is a client portal platform that allows users to manage projects, tasks, and clients, and provides features such as adding files, embedding pages, and webhooks.
  • Reviewers frequently mention the ease of setting up a client portal, the ability to easily add team members, the clean user interface, and the excellent customer support provided by Ahsuite.
  • Reviewers noted that the interface could be improved to be more user-friendly, resetting a password is not straightforward, and there is a desire for more customization options and a mobile app.
Ahsuite 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
34
Easy Sharing
11
Intuitive
10
User-Friendly
10
User Interface
10
Cons
Missing Features
7
Limited Features
6
Interface Issues
4
Difficult Customization
3
Integration Issues
3
Ahsuite features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.5
6.9
Billing and Invoicing
Average: 8.2
7.9
Versioning
Average: 8.2
9.3
Feedback
Average: 8.6
Seller Details
Seller
Ahsuite Inc
Year Founded
2021
HQ Location
Glendale, US
Twitter
@ahsuite
25 Twitter followers
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®
Read Ahsuite Reviews
Accelo
By Accelo
(518)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
    • Director
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 20% 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 project and client management platform that integrates with various business tools and offers features such as time tracking, invoicing, and progress updates.
    • Reviewers frequently mention the platform's robust automation features for tasks like invoicing, time tracking, and client communication, which helps reduce administrative work and improves efficiency, and its seamless ability to bring all aspects of project and client management into one centralized platform.
    • Users experienced limitations in customizing reports to their exact specifications, which can affect data analysis, and found the system to be a bit tricky to get the hang of, especially with some of the more advanced features, and also reported encountering a few glitches.
  • 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
    21
    Time-saving
    15
    Time Tracking
    15
    Automation
    14
    Project Management
    13
    Cons
    Missing Features
    16
    Learning Curve
    12
    Limited Customization
    10
    Complexity
    9
    Limited Features
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Accelo features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.5
    8.8
    Billing and Invoicing
    Average: 8.2
    8.0
    Versioning
    Average: 8.2
    8.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Accelo
    Company Website
    Year Founded
    2011
    HQ Location
    Denver, Colorado
    Twitter
    @accelo
    3,054 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    100 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
  • Director
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 20% 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 project and client management platform that integrates with various business tools and offers features such as time tracking, invoicing, and progress updates.
  • Reviewers frequently mention the platform's robust automation features for tasks like invoicing, time tracking, and client communication, which helps reduce administrative work and improves efficiency, and its seamless ability to bring all aspects of project and client management into one centralized platform.
  • Users experienced limitations in customizing reports to their exact specifications, which can affect data analysis, and found the system to be a bit tricky to get the hang of, especially with some of the more advanced features, and also reported encountering a few glitches.
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
21
Time-saving
15
Time Tracking
15
Automation
14
Project Management
13
Cons
Missing Features
16
Learning Curve
12
Limited Customization
10
Complexity
9
Limited Features
9
Accelo features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.5
8.8
Billing and Invoicing
Average: 8.2
8.0
Versioning
Average: 8.2
8.4
Feedback
Average: 8.6
Seller Details
Seller
Accelo
Company Website
Year Founded
2011
HQ Location
Denver, Colorado
Twitter
@accelo
3,054 Twitter followers
LinkedIn® Page
www.linkedin.com
100 employees on LinkedIn®
Get a quote
Planhat
By Planhat
(688)4.6 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
    • 60% Mid-Market
    • 33% 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
    144
    Customer Support
    101
    Positive Experience
    84
    Helpful
    83
    Customer Experience
    73
    Cons
    Learning Curve
    52
    Integration Issues
    42
    Steep Learning Curve
    41
    Complexity
    40
    Limitations
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planhat features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.5
    6.6
    Billing and Invoicing
    Average: 8.2
    6.9
    Versioning
    Average: 8.2
    7.2
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,035 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    170 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
  • 60% Mid-Market
  • 33% 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
144
Customer Support
101
Positive Experience
84
Helpful
83
Customer Experience
73
Cons
Learning Curve
52
Integration Issues
42
Steep Learning Curve
41
Complexity
40
Limitations
35
Planhat features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.5
6.6
Billing and Invoicing
Average: 8.2
6.9
Versioning
Average: 8.2
7.2
Feedback
Average: 8.6
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,035 Twitter followers
LinkedIn® Page
www.linkedin.com
170 employees on LinkedIn®
Get a quote
Hubflo
By Hubflo
(21)4.8 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.

    Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing op

    Users
    No information available
    Industries
    • Marketing and Advertising
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Hubflo 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
    17
    Ease of Use
    15
    Client Management
    9
    Centralization
    5
    Easy Setup
    5
    Cons
    Missing Features
    4
    Dashboard Issues
    1
    Data Management
    1
    Email Integration
    1
    Learning Curve
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Hubflo features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.5
    8.5
    Billing and Invoicing
    Average: 8.2
    10.0
    Versioning
    Average: 8.2
    8.6
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Hubflo
    Year Founded
    2022
    HQ Location
    Paris 8e Arrondissement, FR
    Twitter
    @hubflo_app
    13 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing op

Users
No information available
Industries
  • Marketing and Advertising
Market Segment
  • 100% Small-Business
Hubflo 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
17
Ease of Use
15
Client Management
9
Centralization
5
Easy Setup
5
Cons
Missing Features
4
Dashboard Issues
1
Data Management
1
Email Integration
1
Learning Curve
1
Hubflo features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.5
8.5
Billing and Invoicing
Average: 8.2
10.0
Versioning
Average: 8.2
8.6
Feedback
Average: 8.6
Seller Details
Seller
Hubflo
Year Founded
2022
HQ Location
Paris 8e Arrondissement, FR
Twitter
@hubflo_app
13 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Read Hubflo Reviews
trumpet
By trumpet
(578)4.7 out of 5
Optimized for quick response
3rd 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.

    Make it easier for your buyers to buy. Streamline your back and forth into centralised, personalised and trackable digital sales rooms. Imagine one space where you can share sales content, video

    Users
    • Account Executive
    • Senior Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 39% 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 tool that allows users to create client-specific microsites, track client interactions, and consolidate all necessary information for a prospect in one place.
    • Reviewers like the ease of use, the ability to create templates, the analytics and reporting features, and the excellent customer support provided by the Trumpet team.
    • Reviewers experienced issues with the bulk creation of Pods, the text and tables functionality, and some found the initial learning curve steep due to the product's complexity.
  • 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
    248
    Customer Support
    111
    Customizability
    78
    Engagement Tracking
    77
    Customization
    71
    Cons
    Missing Features
    31
    Limited Features
    29
    Layout Issues
    27
    Learning Curve
    22
    Widget Usability
    22
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • trumpet features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.5
    7.4
    Billing and Invoicing
    Average: 8.2
    8.1
    Versioning
    Average: 8.2
    8.9
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    trumpet
    Company Website
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Make it easier for your buyers to buy. Streamline your back and forth into centralised, personalised and trackable digital sales rooms. Imagine one space where you can share sales content, video

Users
  • Account Executive
  • Senior Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 39% 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 tool that allows users to create client-specific microsites, track client interactions, and consolidate all necessary information for a prospect in one place.
  • Reviewers like the ease of use, the ability to create templates, the analytics and reporting features, and the excellent customer support provided by the Trumpet team.
  • Reviewers experienced issues with the bulk creation of Pods, the text and tables functionality, and some found the initial learning curve steep due to the product's complexity.
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
248
Customer Support
111
Customizability
78
Engagement Tracking
77
Customization
71
Cons
Missing Features
31
Limited Features
29
Layout Issues
27
Learning Curve
22
Widget Usability
22
trumpet features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.5
7.4
Billing and Invoicing
Average: 8.2
8.1
Versioning
Average: 8.2
8.9
Feedback
Average: 8.6
Seller Details
Seller
trumpet
Company Website
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
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