Best Project Management Software With Client Portal

A client portal is an application which lets your business share digital files, information, and services with clients. It makes it simple to send and receive documentation, instructions, project specifications, invoices, mockups, and other types of data.

Client portals can be used to provide customer support, collaborate on projects, discuss contact terms, agree on a sale price, communicate with your team, and much more. They provide a secure environment where you can collaborate with clients in a variety of ways.

This guide will share the 4 best project management tools that include client portal functionality. These applications are all feature-rich, simple-to-use, and affordable.

Suite Dash

Suite Dash is a powerful all-in-one project management tool. It has been designed to achieve all of the tasks which small to medium businesses perform regularly, including project and task management, invoice creation, time tracking, appointment making, email marketing, and customer support.

One of the highlights of Suite Dash is its powerful dashboard system, called ONE Dashboard®. This customisable dashboard makes it easy for managers and employees to accomplish day-to-day tasks.

The client portal is highly flexible and highly customisable. Key features include:

  • Pre-built dashboards and pages so you can get started quickly
  • Access control lists and ability to set client/employee/management roles
  • Website-like page presentation of information for client’s ease of use
  • Drag and drop page builder which can incorporate many content types
  • File and document sharing
  • Messaging systems
  • Announcements and email notifications
  • Invoice payment integration
  • Can embed many types of data including social media and videos
  • Complete control over what clients are allowed to see
  • Dynamic data placeholders which are populated with user data

Suite Dash is fully compatible with mobile devices, which makes it a convenient for clients and businesses with remote employees. Suite Dash is available for as little as $15 per month.

TRY SUITEDASH

Ravetree

Ravetree has created one of the most innovative project management tools to reach the market in the past decade. It provides an intuitive interface that makes it simple to perform common tasks like managing projects, sharing files, tracking time, communicating with clients, managing digital assets, tracking budgets, and receiving sign-offs.

This software is mostly targeted at project driven organisations, like design agencies, engineering companies, accounting firms, and software companies. However, most businesses will find the functionality very useful.

Rave Tree’s client portal component has many excellent features, including:

  • Realtime client updates on projects
  • Client request submissions
  • Realtime chat and emails
  • Notifications system
  • Sophisticated file sharing
  • File approval systems

Pricing starts at $29 per month for a single user.

TRY RAVETREE

Accelo Project Management Software

Accelo has been designed to help businesses in the services industry manage their clients, improve productivity levels, and provide outstanding customer support. It is an all-in-one solution with all of the functionality your business requires to maintain full control over projects and keep clients satisfied.

The company has clearly focussed on ease-of-use with Accelo having a simple user interface which makes it simple to achieve core business objectives. Automation features heavily, with many tasks like creating time sheets and reporting task completion being taken care of by the app.

Key features include:

  • Sophisticated project tracking including project profitability estimates
  • A single dashboard to bring together all client assets
  • Retainer and contract tools
  • Time management tools
  • Customer support dashboard
  • Automated workflows for your employees to follow
  • Flexible invoicing
  • Automated support ticket assignments
  • Sales and quotation tools
  • Integration with a wide variety of tools including Jira, Slack, PayPal, Office 365, Mailchimp, Hubspot and more.

Prices start at $39 per user per month.

Check out Accelo: https://www.accelo.com/products/projects

TRY ACCELO

OneDesk Project Management Client Portal

OneDesk combines the functionality of a sophisticated help desk app with a world class project management tool. It provides all of the features that most small to mid-sized businesses require.

OneDesk is particularly good at assigning tasks, which makes it the preferred choice of many IT companies and customer service providers. The app has been designed to be easy-to-use and is highly configurable. A few of the standout features include:

  • Collaboration tools which allow clients to leave feedback on key deliverables
  • Secure file sharing and file properties
  • Support desk functionality
  • Knowledge base articles
  • Task management tools including task risk management
  • Time tracking
  • Live chat
  • Project portal
  • Customisable colours and images
  • Secure client login
  • Customisable customer viewable items
  • Third party app integration, including accounting and invoicing tools, team collaboration tools, 3rd party form apps, and social media tools

OneDesk Project Management starts at $30 per month for 5 users.

Check out OneDesk: https://www.onedesk.com/customer-apps/project-management-client-portal/

TRY ONEDESK

Related

An illustration of project management

When you're trying to narrow down your project management software choices, you'll find it hard to get past the loud…

Read more

Not keen on using hosted project management software? Themes There are not a huge amount of specific project…

Read more

Add your software to Software For Projects for free. Submit it here ➫

About

Software For Projects is a software directory that allows you to find the exact software you need for a specific purpose based on type, features and our helpful reviews and ratings.