18 Best Client & Customer Portal Software to consider in 2024
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Lately, the SaaS marketplace has been flooded with various software tools and programs that can be used to run business, service, and client operations. Whilst these tools can be helpful, too many cumbersome programs can create unnecessary clutter and workflow management issues.
This is where Accelo comes into play. Accelo is a service operations platform that combines multiple business tools into one unified user interface. Accelo specializes in designing client portals. Accelo offers tools to help with automation, sales, marketing, projects, invoicing, time tracking, and many other business processes. Accelo also offers reporting and contract management features.
Indeed, Accelo provides many convenient solutions for users who are looking for a cohesive platform to streamline their business operations. However, issues with scheduling features and data management can make the platform tedious for many users. Luckily, there are many alternatives that you can consider in case Accelo is not suitable for your needs.
Here are the top alternatives to Accelo that you should consider for your business.
The Best Client & Customer Portal Software:
- SPP
- Portal
- Kitchen
- Elorus
- Clustdoc
- Clinked
- Moxtra
- Huddle
- SmartVault
- Workiro (GetBusy)
- Productive
- Onehub
- Jumppl
- ClientTable
- Zapa
- SuiteDash
- Collect
- Client Portal
(We mention the hidden gems on top of our list, to give them more exposure, over the already popular ones)
SPP
SPP (Service Provider Pro) specializes in offering agency management and client portal software that combines various tools into one platform. SPP offers client and project management features, along with several tools that can be used to build forms. SPP also has many features for users who are looking to set up the helpdesk and messaging systems. SPP also has automation tools to help with order processing, project management, and collaboration. SPP also offers white-labeling tools which can be used to add customized branding across client portals.
Pros
✔️ Advanced form-building tools to develop one-page checkout functions and sales funnels
✔️ Handy tools to add customized branding and domains to any client portal
✔️ Versatile order management tools with built-in messaging and deadline management tools
✔️ Unique tools to setup helpdesk systems with in-built collaboration features
Cons
❌ In-built reporting and analytics features are lacking compared to peers
❌ Email marketing features need to be improved
Pricing
– Free trial plan is available
– Basic plan: $129 per month
– Pro plan: $299 per month
– Customized pricing plans available for enterprise solutions
Best known for
SPP is best known for its form-building tools. With SPP, users can use drag-and-drop builders to create payment and project data forms that are directly integrated into popular payment processors. SPP Users can also optimize their sales funnels with simplified order and intake forms, with in-built thank-you pages and client-portal access. Order information is automatically updated whenever a form is filled by a customer. Customized form links can also be generated, and they can be linked to any object on a website. Customized fields can also be added, and multi-page forms can also be easily broken up into smaller pages. Reminders can also be set up for incomplete forms.
⭐ Our Rating – 4.7/5
Portal
As the name suggests, Portal provides client portal solutions to give clients a unified platform to carry out various business operations. Portal’s client features can be used for internal purposes as well. Portal users can create customized forms and invoices. Portal users can incorporate messaging and billing features into their client portals as well. Portal also specializes in file-sharing features. Portal also makes it easy to build knowledge bases and user guides.
Pros
✔️ Secure and seamless messaging tools for team members and clients, with flexible email notification features
✔️ Handy tools to manage recurring invoices and subscriptions
✔️ Unified storage space to handle client files and contracts
✔️ Automated form builder tools to streamline client intake
Cons
❌ Pricing plans can be restrictive for small businesses and freelancers
❌ Only enterprise users can assign custom roles to team members and clients
Pricing
– Free trial plan is available
– Standard plan: $59 per user per month
– Professional plan: $95 per user per month
– Enterprise plans: Custom pricing depending on user needs.
– Customized pricing plans are available for users looking for optional extras
Best known for
Portal is best known for its file and document management features. Portal eliminates the need for Google Drive and Docusign and provides a comprehensive file-sharing and contract management interface for its users. Files can easily be organized into specific client folders, and links can also be added. New files can also be viewed and uploaded through dedicated tabs. Portal users can also add eSignatures to their documents to protect their PDF files. Notifications can also be added to documents to alert users and clients whenever a document is viewed, opened, or edited.
⭐ Our Rating – 4.6/5
Kitchen
Kitchen offers unified project management and communication platform with affordable pricing plans. Kitchen offers ticketing solutions that make it easy to centralize operations through its shared inbox features. Kitchen also offers tools to track and process payments. Kitchen also has many file-sharing and customized branding tools. Kitchen users can also generate detailed price quotes and estimates, which can be linked with payment options. Kitchen also offers collaboration tools that can be used to assign roles to team members.
Pros
✔️ Unique shared inbox features that make it easy to communicate with team members and track tasks
✔️ Seamless payment integrations with Paypal, Stripe, and 2checkout
✔️ Client-friendly user interface that can be used to add notifications and location-tracking
✔️ Handy file-sharing features that allow users to add paywalls to protect content
Cons
❌ Lack of in-built form building features compared to peers
❌ Knowledge base and support center needs to be improved
Pricing
– Free trial plan is available
– Agency plan: $9.98 per month per manager
– Ultimate plan: $24.98 per month per manager
Best known for
Kitchen is best known for its shared inbox. With Kitchen, users can easily collect project requests and manage conversations within a single, unified dashboard. Conversations can be easily viewed by teams, or access to conversations can be controlled if required. Files can also be attached easily into conversations, and every conversation has unique bill-tracking features in them as well. Kitchen also provides users with options to send internal messages or attach client notes. Kitchen users can also attach files up to 250MB to their messages. Locations of users can also be tracked, and options to draft and format messages are also available. Users can also add rules for routing and snoozing, along with notifications for reminders.
⭐ Our Rating – 4.6/5
Elorus
We have already covered Elorus as an alternative to Dubsado. Elorus is designed as an expense management platform, but it also has a client portal that can be used to communicate with clients. Elorus also has many tools to monitor projects and track tasks. Elorus also has collaboration tools for teams that are working on joint projects. Elorus also provides multi-channel customer support and various integration options.
Pros
✔️ Advanced invoicing and expense management features that can handle payments in multiple currencies
✔️ Handy project management tools that can be used to share task updates with clients in real-time
✔️ Streamlined client portal that can be used to share task updates and statements
✔️ Robust collaboration features that can be used to log task-related activities and customize permission levels for team-mates
Cons
❌ More CRM features need to be added
❌ Lack of file sharing and documentation features compared to peers
Pricing
– Free trial plan is available
– Starter plan: $9 per month
– Standard plan: $19 per month
– Premium plan: $39 per month
– Customized pricing plans available for organizations with a large team
Best known for
Elorus is best known for its invoicing and costing features. Through Elorus, users can automate invoicing by setting hourly rates, record times, and expenses to generate customized invoices. Elorus users can also generate quotes easily and share them with clients; once accepted, the quotes can be converted into invoices as well. Recurring invoices can also be set up, and timesheets can also be generated and shared with clients to calculate billable hours. Project expenses can also be monitored easily to control costs, and receipts can also be uploaded and categorized easily to manage expenses. Automated payment reminders can also be set up, and offline payments can also be tracked through Elorus.
⭐ Our Rating – 4.5/5
Clustdoc
Clustdoc provides customized onboarding and client-portal management tools for businesses of all sizes. Clustdoc provides tools for workflow automation and online form building. Clustdoc also has an in-app messaging system that can be used to boost collaboration. Clustdoc has tools to manage payments and secure documents with e-signatures. Clustdoc also has a free mobile app. Clustdoc also offers white-labeling tools with access to cloud storage.
Pros
✔️ Unique mobile app that allows team members and clients to collaborate remotely
✔️ Simplified file-sharing tools through which e-signatures can be attached to contracts, proposals, and documents
✔️ Advanced task management tools with options to add automated reminders for tasks and to-do lists
✔️ Versatile template library with ready-to-use process examples
Cons
❌ Custom profiles cannot be built for user roles and permissions
❌ Time-tracking tools need to be improved
Pricing
– Free trial plan is available
– Gold plan: $100 per month
– Platinum plan: $350 per month
– Customized pricing plans are available for enterprise and high-volume users working in large teams
Best known for
Clustdoc is best known for its mobile app. Clustdoc’s progressive mobile app is perfect for teams that work remotely. Clustdoc users can also interact with their clients seamlessly through Clustdoc’s mobile app. Users can also upload documents and fill out forms easily through Clustdoc’s mobile interface. Clustdoc users can also switch teams easily and approve/deny users if required. Clustdoc’s mobile app is available for Android and iOS users.
⭐ Our Rating – 4.6/5
Clinked
Clinked offers fully customizable client portals and communication tools through its web-based and its mobile platform. Clinked offers various collaboration and communication tools as well. Through Clinked, users can also white-label portals and mobile apps with custom domain names and email addresses. Users can also build custom forms and add e-signatures to their documents, which can be easily shared through Clinked’s file sharing features. Clinked users also have access to seamless G-Suite integrations,
Pros
✔️ Handy mobile app with versatile collaboration and push-notification features
✔️ Extensive collaboration tools with options to create workspaces with scheduled tasks and follow-up meetings
✔️ Versatile file-sharing and documentation features with Version control, tagging, and quick preview functions
✔️ Advanced workspace features with options to add audit trails and activity streams
Cons
❌ User interface customizations are only available for enterprise users
❌ Lack of in-built payments and invoicing tools compared to peer
Pricing
– Free trial plan is available
– Lite plan: $99 per month
– Standard plan: $249 per month
– Premium plan: $495 per month
– Enterprise plan: $995 per month
– Customized pricing plans available for white-labeling and enterprise solutions
Best known for
Clinked is best known for its workspace features. With Clinked, users can add activity streams to display real-time updates for tasks and projects. Files can also be added easily, and many communication tools are also embedded into Clinked activity streams. Clinked users can also easily add audit trails to analyze document usage and user activity. Duplicate groups and streams can also be created easily, and Clinked makes it easy to search for documents and files through its universal search bar.
⭐ Our Rating – 4.5/5
Moxtra
Moxtra offers high-end tools and SDKs (Software Development Kits) that can be used to build private digital portals for client service management. Moxtra is available through a web-based platform and a mobile app. Moxtra can be used to communicate with clients and team members. Moxtra also has many workflow and project management features. Additionally, Moxtra offers file management tools with functions to enable document collaboration. Moxtra provides white-labeling solutions through which users can add customized branding to their platforms.
Pros
✔️ Handy options to automate workflows for business processes, onboarding, and billing
✔️ Versatile communication tools with options to schedule and host video meetings
✔️ Advanced reporting tools, with functions to generate actionable reports and audit trails
✔️ In-depth OneStop SDKs that allow users to easily add workflow management and organizational control tools to their apps
Cons
❌ Pricing plans are not flexible and can be unaffordable for small businesses and freelancers
❌ Features to build sign-up and project forms need to be added
Pricing
– Free trial plan is available
– Starter plan: $120 per month + $300 one time set up fee
– Business plan: $4 per month + $1500 one-time set up fee
– Customized pricing plans are available for users looking for customized packages and enterprise solutions
Best known for
Moxtra is best known for its communication tools. Moxtra offers secure messaging that can be used to share text, voice, and video messages. Moxtra can also be used to create visual, vocal, and video annotations. Moxtra users can also share and record video conferences easily. Moxtra users also have access to screen-sharing and white-boarding tools that can be used to create immersive meetings. Whatsapp and Wechat can also be connected to the platform through social connectors.
⭐ Our Rating – 4.5/5
Huddle
Huddle offers collaboration and client portal solutions that are designed for remote-working teams. With Huddle, users can easily communicate and share files through web-based platforms and mobile apps. Huddle users can also add customized branding to their client portals. Huddle also offers task-management tools, with options to attach audit trails and notifications to documents. Huddle users can also invite external participants for collaboration and file-sharing purposes.
Pros
✔️ Advanced document collaboration features with version control and tracking functions
✔️ Handy task management tools that have been proven to boost completion rates
✔️ Versatile remote working features, with functions that can even work smoothly offline
✔️ Extensive options to add multi-factor authentication across mobile and desktop apps
Cons
❌ File uploading issues are common for Mac OSX users
❌ Pricing plans are not openly disclosed on the Huddle website
Pricing
– Free trial plan is available
– A Monthly, Plus and Premier plans are available, but prices are not openly disclosed on the Huddle website, please contact customer care for more info
Best known for
Huddle is best known for its document version control features. With Huddle, users can coordinate revisions and manage multiple versions of the same document automatically. Huddle synchronizes activity across multiple devices, and users can edit and create documents in Microsoft Office and Google Docs easily. Different versions can also be easily compared, and version histories can easily be logged as well. Comment streams can also be attached to documents, and also set editing permissions, and keep track of document changes through audit trails.
⭐ Our Rating – 4.4/5
SmartVault
SmartVault offers cloud-based document storage and client management tools with affordable pricing plans. Through its online document storage dashboard, SmartVault also offers file sharing and collaboration tools. SmartVault also lets users automate workflows and simplify accounting functions. Customized, branding options are also available, and all files are automatically backed up and encrypted with bank-level AES-256 bit encryption.
Pros
✔️ Advanced document sharing features with options to add one-touch scanner integrations and version controls
✔️ Versatile workflow automation features to streamline routine, low-value tasks
✔️ Handy client portal features with in-built audit trails and version control functions
✔️ No limits on collaborators or storage for any plan
Cons
❌ Microsoft.NET framework requirements can be restrictive
❌ More communication features need to be added
Pricing
– Free trial plan is available
– Standard plan: $28 per month per user
– Business pro plan: $56 per month per user
– Accounting pro plan: $56 per user per month
– Customized plans are available for large teams and users looking for add-ons
Best known for
SmartVault is best known for its workflow automation features. SmartVault’s automation tools can easily streamline the way its users collect and manage important documents. SmartVault automatically creates folders, through which new files can be routed and workflows can be documented. Other tasks that can be easily automated include batch printing, template generation, mail merging, document scanning, uploading and file sharing.
⭐ Our Rating – 4.5/5
Workiro (GetBusy)
Workiro offers a unified client management and communication platform with affordable pricing plans. Workiro also offers document and task management tools, with access to thousands of integrations through its iPaaS (integration Platform as a Service). Users also have access to workflow automation and collaboration tools through Workiro’s web-based platform and mobile app. Workiro also gives its users customization options to build branded client portals.
Pros
✔️ Unlimited features with simplified pricing plans
✔️ Versatile tools for task management, through which emails can be turned into tasks with different priority levels
✔️ Advanced document management features, with in-built version control and workflow automation features
✔️ Streamlined e-signature tools, where users can choose between wet signatures or one-click sign-ins
Cons
❌ Process of managing team members and connection changes needs to be streamlined
❌ More invoicing features need to be added
Pricing
– Free trial plan is available
– Flat monthly plan: $41 per month per user
– Customized pricing plans available for users with special requests
Best known for
Workiro is best known for its unlimited features and pricing plans. Workiro offers affordable flat monthly plans, along with no limits on eSignings, file storage, file sharing, discussions, projects, templates, tag-filters, tasks, or guest connections. Workiro also provides transparent price quotes for users looking for customized solutions.
⭐ Our Rating – 4.6/5
Productive
Productive offers client and workflow management tools that are built for agencies and consultancies. Productive offers real-time project tracking tools, along with functions through which users can assign and collaborate on tasks. Productive also has tools to help with resource planning and time tracking. Productive also has features to help users manage sales pipelines. Productive also provides reporting tools that can be used to gain insights into tasks and projects.
Pros
✔️ Handy budgeting tools with options to add overheads and manage salaries
✔️ Flexible tools to customize sales pipelines and manage leads
✔️ Convenient time tracking tools that generate transparent timesheets and reports
✔️ Advanced project management tools with in-built scheduling features
Cons
❌ E-signature features are lacking within file-sharing tools
❌ Form building features need to be improved
Pricing
– Free trial plan is available
– Standard plan: $15 per month per user
– Premium plan: $24 per month per user
– Customized pricing for enterprise solutions
Best known for
Productive is best known for its project management features. Productive’s client portal has in-built conversational features that make it easy to collaborate and make it easy to assign tasks. Users can also set up custom fields for tasks, through which users can filter, group, and analyze data. Productive users can also assign date ranges to tasks, and they can modify their views to display boards or lists. In-built calendar features can also be used to set up key events and notifications, and users can post replies to task boards directly from their emails.
⭐ Our Rating – 4.6/5
Onehub
Onehub offers cloud-based data storage and client portal solutions with affordable pricing plans. Onehub users can also add permission controls to boost collaboration. Additionally, Onehub users can organize their files and documents in data rooms. Onehub also offers various customization options, and it has features to embed customized forms into any web page. Onehub is available through a web-based and a mobile app.
Pros
✔️ Advanced storage features with fast uploading, version control, and detailed text-searching functions
✔️ Handy collaboration tools that allow users to add role-based permissions for previews and workspace access
✔️ Versatile customization options to create branded emails and workspaces
✔️ Unique data room features to enhance security and privacy
Cons
❌ Lack of invoicing and payment features compared to peers
❌ Many integrations are not supported while using a custom domain
Pricing
– Free trial plan is available
– Standard plan: $15 per month per user
– Advanced plan: $25 per month per user
– Data room edition: $375 per month
– Unlimited edition: $575 per month
– Customized pricing plans are available for users who have special requirements
Best known for
Onehub is best known for its data room features. With Onehub’s stealth mode tools, multiple content bidders and competitors can view content without worrying about breaches. Onehub users can also add numerical indexing to their files to create references to complex file structures. Onehub also has automated file-deletion functions and watermarking tools. Additionally, users can also add workspace agreements to their dashboards and export folder listings easily through the Onehub data room.
⭐ Our Rating – 4.3/5
Jumppl
Jumppl offers communication, task management, and project management tools for businesses of all sizes. With Jumppl, users can easily build fully customized client portals. Jumppl also comes with scheduling and time-tracking features, along with cloud storage and staff monitoring tools. Jumppl is available through a desktop-based platform and an Android/iOS based mobile app. Jumppl users also have access to fast searching and folder organization functions.
Pros
✔️ Affordable pricing plans with no setup costs
✔️ Advanced in-built communication tools that can replace third-party apps like Slack and Skype
✔️ Versatile calendar tools with the option to add visual reminders and agile sprints
✔️ Handy client portal that makes it easy to get task feedback from clients
Cons
❌ Knowledge base and support center needs to be improved
❌ More workflow automation tools need to be added
Pricing
– Free trial plan is available
– Internal teams plan: $7 per month per user
– External member: $1.5 per month per user
– White label clients: $25 per month
Best known for
Jumppl is best known for its proprietary chatting tools, which are built for remote working. With Jumppl, users can easily couple their messages with tasks and centralize project communications. Jumppl users also have access to various notification features, along with the option to launch group chats. Jumppl eliminated the need for external third-party communication apps like Slack and Whatsapp. Projects and tasks can also be easily created through group chats. Jumppl’s chatting tools also have file-sharing functionalities.
⭐ Our Rating – 4.5/5
ClientTable
ClientTable gives its users the necessary tools to build file-sharing platforms and client portals through its affordable pricing plans. ClientTable comes with various client management tools, along with secure messaging and customizable branding/URL solutions. ClientTable makes it easy to add and manage staff/team members. ClientTable is built for professionals, freelancers, and small businesses, and it offers a flexible free plan that can be used for businesses in their nascent stages.
Pros
✔️ Flexible pricing plans, with a feature-rich free plan
✔️ Handy options to record client information and control portal access
✔️ Advanced chat-style messaging system with bank-level encryption
✔️ Versatile client-portal customization options
Cons
❌ Mobile and remote-working features need to be improved
❌ In-built storage space is not available, external apps like Google Drive and Dropbox are required for file storage
Pricing
– Free trial plan is available
– Professional plan: $14 per user per month
Best known for
ClientTable is best known for its free pricing plans. With ClientTable, there are no hidden fees or catches when it comes to free plans. Free plans don’t have any time limits, and besides staff management, every paid feature is available on the free plan.
⭐ Our Rating – 4.5/5
Zapa
Zapa offers various tools for businesses that are looking for file-sharing and client-portal solutions. Zapa gives users the ability to add customized branding to their client portals, along with functions to invite guests and control their access. Zapa also has features that can be used to embed client portals into existing websites. Zapa users also have access to activity audits and file filters. Zapa is available through a web-based platform.
Pros
✔️ Handy functions through which portals can be embedded into any website
✔️ Flexible options to add customized portal branding
✔️ Convenient permission tools to control members, who can upload, edit and delete files
✔️ No limits on employee seats
Cons
❌ Collaboration features are very basic compared to peers
❌ More workflow and project management tools need to be added
Pricing
– Free trial plan is available
– Professional plan: $65 per month
– Large firm plan: $130 per month
– Enterprise plan: $235 per month
Best known for
Zapa is best known for its embedding tools. Through Zapa, users can directly install portals into any website. Zapa gives users seamless access to their files through any channel. Zapa users can also add notifications and alerts that go off whenever a file is downloaded.
⭐ Our Rating – 4.3/5
SuiteDash
SuiteDash offers collaboration and communication solutions for businesses and freelancers. With SuiteDash, users can easily exchange files and manage clients. SuiteDash also gives its users access to invoicing and time-tracking functions. SuiteDash users can also create cloud-based proposals and customized forms that can be embedded into any platform. SuiteDash’s web and mobile app can also be used for email and drip marketing. SuiteDash users can also add automation features to their platform. SuiteDash also offers many templates for proposals and workflows, and it can be used for scheduling as well.
Pros
✔️ Advanced CRM and client management tools to help with customized onboarding and pipeline management
✔️ Handy scheduling tools that let users build customized booking pages with in-built calendar synchronization
✔️ Versatile marketing tools that can be used to launch drip and marketing campaigns
✔️ Flexible client-portal tools that allow users to customize menus and add dynamic data
Cons
❌ Most automation and workflow features are only available for premium users
❌ Form building features need to be improved
Pricing
– Free trial plan is available
– Start plan: $19 per month
– Thrive plan: $49 per month
– Pinnacle plans: $99 per month
– Customized pricing plans are available for users looking for add-ons
Best known for
SuiteDash is best known for its email marketing features. With SuiteDash, users can easily set up email campaigns with auto-responders. SuiteDash has a streamlined email editor that allows users to import existing clients and build upon templates. SuiteDash also helps with lead generation and email tracking, through with opens and clicks can be easily calculated. SuiteDash users can also add their own preferred SMTPs to their accounts if required, or they can use SuiteDash’s built-in SMTP service.
⭐ Our Rating – 4.3/5
Collect
Collect gives its users the necessary tools to build secure portals, which can be used to manage and collect documents. Collect offers solutions for users who need client onboarding tools. Collect also offers customization and white-labeling options for client portals. Collect also has tools to build intake forms and automate document collection. Collect users can procure documents by sending requests to clients. Collect is available through a web-based platform.
Pros
✔️ Simplified client portal with numerous branding and customization options
✔️ Unique automation features to help with document collection
✔️ Advanced tools to collect and approve client information through intake forms.
✔️ Multi-channel messaging features to streamline client communications
Cons
❌ Lack of project management tools compared to peers
❌ Mobile features need to be improved
Pricing
– Free trial plan is available
– Starter plan: $39 per month
– Pro plan: $79 per month
– Business plan: $199 per month
– Customized pricing plans are available for users looking for add-ons
Best known for
Collect is best known for its automatic reminder tools. With Collect, users can easily schedule follow-ups and put document collections on auto-pilot. Delays can be added in between follow-ups and document requests, and users can also manually modify upcoming messages. Custom variables can also be added to personalize messages, and users can also request documents through SMS tools.
⭐ Our Rating – 4.3/5
Client Portal
Client Portal gives its users the ability to manage clients and projects without the need for bulky client management software. With Client Portal, users can easily upload files securely and manage modules to fit into their workflows. Client Portal users can also brand their portals as per their requirements, and they can set permissions and rules for their clients. Client Portal users can manage multiple projects simultaneously and set up notifications accordingly. Client Portal also has many file-sharing tools.
Pros
✔️ No limits on the number of portals or clients
✔️ Advanced project tracking and notification features
✔️ Secure storage tools that allow users to control access and viewing permissions for files
✔️ Versatile tools to brand individual portals and import custom fonts
Cons
❌ Platform cannot be used without WordPress
❌ Lack of invoicing and billing features compared to peers
Pricing
– Single Site License: $199, then $99.50 per year for support and updates (optional) or $597 lifetime
– Multi Site License: $399, then $199.50 per year for support and updates (optional) or $1197 lifetime
Best known for
Client Portal is the best-known ‘unlimited portals’ feature. With Client Portal, users can create multiple portals and projects for each client. Portal and project activities can easily be viewed through the Client Portal dashboard. Also, there are no limits on the number of clients users can add. Portals can also be kept active forever
⭐ Our Rating – 4.5/5
The best Client & Customer Portal Software
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