Best Client Portal Software for for Small Business - Page 3
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.
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidate
- Financial Services
- Accounting
- 61% Small-Business
- 36% Mid-Market
664 Twitter followers
- Overview
- User Satisfaction
- Seller Details
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can contr
- Financial Services
- 56% Small-Business
- 29% Enterprise
546 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
With EverAfter you can craft digital journeys that are scalable, customer-facing, engaging and outcome driven. With our platform you can personalize every step, push users to take action, and keep the
- Customer Success Manager
- CSM
- Computer Software
- Information Technology and Services
- 58% Mid-Market
- 29% Small-Business
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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
- Account Executive
- Enterprise Account Executive
- Computer Software
- Information Technology and Services
- 46% Mid-Market
- 44% Small-Business
178 Twitter followers
- Overview
- User Satisfaction
- Seller Details
From small teams to projects spanning multiple companies, Kahootz can break down the barriers to collaboration across organisations, by combining a wide range of tools in a secure online workspace.
- 52% Small-Business
- 38% Mid-Market
1,791 Twitter followers
