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 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:
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.
Check out Suite Dash: https://suitedash.com
Rave Tree has created one of the most innovative project management tools to reach the market in the past decade. It provides an intuitive interface which 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:
Pricing starts at $29 per month for a single user.
Check out Rave Tree: https://www.ravetree.com
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:
Prices start at $39 per user per month.
Check out Accelo: https://www.accelo.com/products/projects
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:
OneDesk Project Management starts at $30 per month for 5 users.
Check out OneDesk: https://www.onedesk.com/customer-apps/project-management-client-portal/
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