15 best customer + client portals for 2024

A client portal—also called a customer portal—is a secure, personalized hub for clients or customers to submit and manage their support requests, contribute to your community forum, and access knowledge base articles. This web self-service hub houses your company’s self-service functions in a single, organized place that can live on your website or mobile app. When integrated with other systems, a client portal also allows clients to view and change their account information. For example, they can update their shipping address or cancel an appointment.

Support portals are a great way to encourage your customers or clients to self-serve, giving your support team valuable time back to deliver higher quality service for issues that require a human touch. However, these benefits are only achievable with software that is user-friendly, secure, and scalable with your business and customer base. To ensure you prioritize the right capabilities, we've created a comprehensive guide to client and customer portals, helping you find the best solution for your business.

More in this guide:

• Top 8 benefits of client portal software
• What should a customer portal include?
• Client portal software comparison chart
• The 15 best customer and client portal software
• How to choose the right customer portal software for your business
• Frequently asked questions
• Try AI-powered customer portal software for free

Client portals don't just empower customers to self-serve. They have substantial business benefits, from lowering operational costs to enhancing security.

Let’s break down some key benefits of client portal solutions.

1. Increases customer satisfaction: Most customers don’t want to have to reach out to your support team. Client portals offer around-the-clock access to resolutions, freeing up your team to deliver higher-quality service when contacted. Additionally, clients can track the status of their support requests and reference them at any time.
2. Scales your service operations and lowers support costs with AI and automation: AI-powered client portals enable you to serve more customers with leaner teams, thereby reducing operational costs. For example, when customers submit tickets through the portal, AI can suggest relevant articles to answer their questions and resolve the ticket. Additionally, you can connect an AI agent to your knowledge base to handle even complex queries.
3. Improves efficiency: Agents can resolve more tickets when a mountain of queries doesn’t inundate them. Client portals use AI-driven self-service tools for ticket deflection, lowering ticket volumes for your support team.
4. Enhances engagement with a community forum: Forum software enhances customer engagement by providing a platform for customers to connect, share experiences, and find solutions. It fosters a sense of community, encourages user-generated content, and allows customers to help each other, often resulting in faster problem resolution.
5. Creates a more personalized self-service experience: A portal gives customers the keys to their own tool to track their community contributions or the status of their service requests and refer back to them as needed. Businesses can even create different portals for different audiences, further personalizing the self-service experience.
6. Centralizes information: Portals centralize information, making it easily accessible for customers whenever they need it. All relevant resources, such as user guides, FAQs, and product documentation, are available in one convenient location.
7. Tightens security: According to the Zendesk Customer Experience Trends Report 2024, only 4 in 10 customers trust most companies’ existing security measures. A portal with enterprise-level security features like two-factor authentication (2FA) and encryption keeps their data safe.
8. Globalizes customer service operations: You can create portals in multiple languages and for different regions. This makes self-service accessible for non-native speakers, meaning you cater to a much wider customer base.

The right client portal can help you scale easily and securely, address tickets faster, communicate better with your clients, and decrease support costs. It’s a must-have for top-notch client experiences.

Customer portals are only effective if your customers use them. Here’s what your portal should include to ensure a seamless experience for your customers and clients:

• Flexibility: A flexible portal allows you to customize it to the needs of customers and business. No-code apps and integrations, like in the Zendesk Marketplace, help you easily customize your portal without dedicated IT support.
• Reporting and analytics: Customer portals with reporting solutions, like Zendesk, help you track the impact of your self-service efforts with metrics such as ticket volume, ticket deflection rate, and CSAT. And for assistance optimizing your help center, a portal should also come with insights into content performance.
• AI-powered knowledge base: A knowledge base enables customers to self-serve, but an AI-driven knowledge base keeps content updated and enhances its quality, encouraging consistent use. AI-powered content cues identify content gaps from ticket data. Generative AI tools can then transform a brief prompt into a complete article, streamlining content creation.
• Live support options and unified communication channels: Your portal should allow customers to reach your support team, such as via a ticket form. A more complete, omnichannel customer service solution ensures these requests flow to the same place as the rest of your service channels, enabling seamless ticket tracking and follow-up.
• Generative search: The most intuitive portals use AI to give instant answers to search queries in a help center. No more clicking through endless search results—AI scans related articles and delivers quick, direct answers to clients.
• AI agents: These intelligent bots are pre-trained on billions of real customer interactions and automatically understand customer needs so they can resolve even complex questions. The AI agent can use your knowledge base to search for answers or engage in a conversation flow to deliver personalized solutions around the clock. AI agents from Zendesk are purpose-built for CX to foster a human connection, ensuring clients receive the best and most accurate support possible.
• Knowledge management tools: Don’t settle for outdated content that confuses clients. Knowledge management tools empower your team to efficiently update the information within your portal. Choose solutions that allow knowledge managers to create and share new articles using predefined templates, streamline approval and publishing workflows, and update multiple articles simultaneously to maximize efficiency.

Start your search by evaluating the key criteria of these client portal providers.

Software	Starting price	Free trial	Key features
Zendesk	$55 per agent/month (billed annually)	14 days	Customization and integrations AI-powered knowledge base Ticketing system AI agents Knowledge management tools Reporting and analytics Single sign-on options and article view permissions
SuperOkay	Limited free plan or $9 per month for 3 clients (paid annually)	Free plan available	Customization and integrations Knowledge base
Ideagen Huddle	Contact Ideagen	30 days	Customization and integrations Ticketing system Single sign-on options and article view permissions
Zoho Creator	$8 per user/month (billed annually)	15 days	Customization and integrations AI-powered knowledge base Ticketing system AI assistant Knowledge management tools Reporting and analytics Single sign-on options and article view permissions
Copilot	$29 per internal user/month (billed annually)	14 days	Customization and integrations Knowledge base Ticketing system
HappyFox	$9 per agent/month (billed annually)	Unavailable	Customization and integrations AI-powered knowledge base Ticketing system Assist AI Knowledge management tools Reporting and analytics Single sign-on options and article view permissions
MyDocSafe	$22 per month for 2 users (billed annually)	30 days	Customization and integrations Single sign-on options and article view permissions
SupportBee	$13 per user/month (billed annually)	14 days	Customization and integrations Knowledge base Ticketing system Reporting and analytics
Clinked	$95 per month (billed annually)	Available (EU only)	Customization and integrations Knowledge base Single sign-on options and article view permissions
Kahootz	£5.50 per user/month (billed annually)	30 days	Customization and integrations Knowledge base Reporting and analytics Single sign-on options and article view permissions
Onehub	$12.50 per user/month (billed annually)	14 days	Customization and integrations Article view permissions
FuseBase	Limited free plan or $9 per user/month	Free plan available	Customization and integrations AI-powered knowledge base AI assistant Knowledge management tools Reporting and analytics Single sign-on options and article view permissions
Accelo	Contact Accelo	7 days	Customization and integrations Ticketing system Reporting and analytics Single sign-on options and article view permissions
Moxo	Contact Moxo	Available	Customization and integrations Reporting and analytics Single sign-on options
Plutio	$19 per month for three clients	Available	Customization and integrations Knowledge base Reporting and analytics Single sign-on options (add-on) and article view permissions

Your portal software should help you build the exact customer experience you want to provide. We’ve rounded up some client portal examples that can help you do just that.

1. Zendesk

Top use case: AI-powered customer and client service

Zendesk offers AI-powered customer portal software as part of our comprehensive customer service solution. Like all Zendesk tools, our portal software is purpose-built for customer service, ensuring ease of use for both customers and service teams. Additionally, enterprise-grade security features protect sensitive client and business information.

Our ​​flexible solution features no-code apps, integrations, and templates you can customize according to your business and customer needs and brand guidelines. For example, you can localize your help center in over 40 languages to serve customers in their native language and support multiple brands, products, service tiers, or regions.

AI tools enable you to enhance your customer self-service offerings and assist support teams in keeping the portal up to date. Generative AI tools can turn a few bullet points into complete articles, clarify copy, and adjust the tone. AI-powered Content Cues can identify missing help center topics based on your service data and flag outdated articles to keep your knowledge base current. Generative and semantic search capabilities leverage AI to help customers and clients seamlessly find the information they need without unnecessary clicks.

AI agents, the next generation of AI-powered bots, can utilize your self-service content to resolve customer issues independently. When a client submits a request within their portal, automation can also share relevant articles to reduce ticket volume and provide immediate support.

All customer requests submitted via the portal can be seamlessly tracked, managed, and resolved alongside your other support channels within our industry-leading, omnichannel ticketing system. This unified agent workspace integrates AI to help service teams deliver fast, accurate, and personalized responses—whether a ticket is submitted via the portal or over messaging, chat, email, or the phone.

Finally, Zendesk equips you with powerful analytics and reporting tools to capture and measure the impact of your self-service efforts.

Pros

• AI agents
• AI-powered knowledge base
• Analytics and reporting
• Customization
• No-code apps and integrations
• Templates
• Omnichannel ticketing system

• Industry-leading AI-powered agent workspace

• Enterprise-grade security
• Approval and publishing workflows
• Knowledge management tools
• Easy to use and easy to scale
• Generative search

Capterra rating: 4.4

Starting price: $55 per agent/month (billed annually)

Free trial: 14 days

2. SuperOkay

Top use case: Creating client portals for agencies and freelancers

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SuperOkay is client portal software for digital nomads and creative agencies. It allows users to customize its interface to match their company’s branding, including changing the logo, favicon, colors, images, fonts, and login page. The portal is a central hub for project information with third-party apps and integrations like design tools, analytics platforms, and project management software.

Businesses can use the tool to share documents, content, tasks, links, and embedded apps with clients. An interactive client document editor with reusable template blocks allows for simultaneous document editing between parties.

Users can create project timelines and Action Items with deadlines assigned to individual team members or clients. Clients can also review and approve proposals within the portal. Then, project members can track progress and alert relevant parties of the next steps.

Pinned Documents in the dashboard can function as a knowledge base, with links to onboarding guides, FAQs, proposals, and briefs. Team management functionalities also enable project leaders to assign access levels based on seniority for team members and clients. The Business plan offers additional features like one terabyte of storage space and unlimited pages for more client documents.

Pros

• Knowledge base
• Customization
• Interactive client document editor
• Project action items
• Third-party apps and integrations
• Client proposal Approval button
• Proposal templates

Capterra rating: 4.8

Starting price: Free for one client or $9 per month for three clients (paid annually)

Free trial: Free plan available

3. Ideagen Huddle

Top use case: Creating client collaboration tools for regulated industries

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Ideagen Huddle’s client portal allows businesses to collaborate with clients in shared documents. The platform’s cloud-based portal offers a secure environment in which to house and share sensitive information that is accessible from different channels. Huddle also allows businesses to personalize the client portal theme with a company logo and color scheme.

Businesses can use Huddle to organize people, files, documents, tasks, and conversations associated with a project in a single space. Plus, Huddle updates document changes and conversation threads in real time and stores document history and versions. Teams and clients can also simultaneously edit Microsoft Office documents in real-time or offline, and each party has access to revision history and earlier drafts.

An integrated ticketing system features functionalities like ticket priority levels, automated workflows, and deadline settings. Users can track progress, assign tasks, and inform other individuals and teams of project statuses.

Clients can access the portal with SSO integrations using their existing login credentials from third-party providers. Within the portal, users can also define article view permissions to restrict specific client groups or subscription levels.

Encryption for all client data, backed with government-grade security, contributes to compliance for industries reliant on more secure data practices. Additionally, every action within Huddle is time-stamped and logged, allowing for audit trails when needed.

Pros

• Customization
• Ticketing system
• Single sign-on options and article view permissions
• Document version control
• Offline document editing
• Government-grade security

Capterra rating: 4.5

Starting price: Contact Ideagen

Free trial: 30 days

4. Zoho Creator

Top use case: Accessing vendor apps and information

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Zoho Creator provides a collaboration platform for businesses to build various portals. The software can create portals for client help desks, client support, project management, HR, and order fulfillment. Additionally, businesses can access more than 650 third-party apps and integrations.

The software uses drag-and-drop design functionality to customize the portal with the company logo, colors, and visuals. Users can also build customer knowledge bases and create self-service resources for clients, such as articles, FAQs, and how-to guides, as well as a community forum for discussions.

Zoho Creator comes with pre-built AI models that can handle routine tasks for the organization. This includes functionalities like smart search for knowledge base articles and chatbots to answer frequently asked questions or provide basic customer support.

Built-in reporting and analytics features allow users to generate reports on client activity within the portal, providing insights into their behavior, resource usage, and overall client engagement. Then, teams can track key metrics and data and compare that to the overall user experience over time.

To access the portal, Zoho Creator supports SSO options and allows clients to use existing credentials from third-party platforms. Within the portal, clients can submit requests, track progress, and receive updates directly on tickets.

Pros

• AI assistant
• AI-powered knowledge base
• Reporting and analytics
• Customization
• Ticketing system
• Single sign-on options and article view permissions
• Workflow rules
• Third-party apps and integrations

Capterra rating: 4.3

Starting price: $8 per user/month (billed annually)

Free trial: 15 days

Discover: See how Zoho CRM integrates with Zendesk and how Zendesk and Zoho compare.

5. Copilot

Top use case: Creating client tools for professional services businesses

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Copilot’s client portal software provides various features for service businesses, including messaging, billing, file sharing, contract management, forms, and more. It’s also accessible on mobile devices, so clients can find information, communicate with teams, or track project progress from their phones or tablets.

Copilot also offers third-party apps and integrations for design tools, reporting, and analytics functionality so businesses can connect additional support tools to their portal. Copilot’s customizable design options for online portals enable businesses to apply their branding to portal appearance and messaging. Additionally, businesses can set up automations for basic tasks like welcome messages, intake forms, and meeting links.

Secure messaging functionality lets teams and clients discuss project details, share files, and keep relevant parties informed within the portal. Other security features include encryption and access controls for internal team members and clients. Users can also create a secure knowledge base within the portal, giving clients access to self-service resources like FAQs, how-to guides, and troubleshooting articles. Copilot offers a built-in ticketing system for more complex inquiries regarding request management and issue resolution.

eSignature features allow clients to electronically approve proposals and sign contracts within the portal. Businesses can also send branded invoices that offer online payment options.

Pros

• Knowledge base
• Theme customization
• Ticketing system
• Automation
• Messaging and file sharing
• Third-party apps and integrations

Capterra rating: 4.7

Starting price: $29 per internal user/month (billed annually)

Free trial: 14 days

6. HappyFox

Top use case: Submit and track support tickets

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HappyFox’s client portal software offers self-service options for clients. It enables businesses to build a searchable knowledge base with relevant article suggestions and AI-powered search functionalities.

The community forum that comes included with some plans offers a place for clients to help each other while support agents can observe and contribute solutions to the conversations. Additionally, support agents can monitor these discussions, contribute solutions, and identify trends for knowledge base updates. Then, users can generate reports on key metrics like customer satisfaction, ticket resolution times, and knowledge base usage.

HappyFox allows customization options using HTML, CSS, and JavaScript so businesses can create a uniform, branded experience. In addition, users can add a support center widget on the side of a webpage.

A centralized ticketing system lets individuals and teams manage customer inquiries from within the portal. Clients can also submit tickets, view progress, and receive updates. Service level agreement (SLA) management gives leaders access to ticketing metrics and agent performance.

With SSO functionality, clients can access the portal using their existing login credentials for third-party platforms. Admins can define article view permissions for security within the portal and restrict access to certain clients or team members. IP-based restrictions also allow businesses to control the client portal from specific locations.

Pros

• Assist AI
• AI-powered knowledge base
• Reporting and analytics
• Customization
• Ticketing system
• Single sign-on options and article view permissions
• Service level agreement (SLA) management
• IP-based restriction

Capterra rating: 4.5

Starting price: $9 per agent/month (billed annually)

Free trial: Unavailable

Discover: See how Zendesk integrates with HappyFox Workflows on the Zendesk Marketplace.

7. MyDocSafe

Top use case: Sharing documents and collaborations in regulated industries

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MyDocSafe provides secure customer service portals, including document management, billing, e-forms, ID verification, and automation. Businesses can share files and documents and collect customer data with forms. MyDocSafe also allows for real-time collaboration on Microsoft Office Documents.

With the platform’s customizable workflows, businesses can automate the onboarding process. Users can also create processes within the customer web portal that guide clients through the onboarding journey, send notifications for completed tasks, or ping reminders to sign documents. This guidance stems from triggers for specific actions based on workflow steps. Businesses can also customize the portal’s theme with logos, colors, and layout elements that match company branding.

The platform allows businesses to create custom web forms and questionnaires for feedback or verification processes and store the collected data. To control access to sensitive information, users can set up granular permissions for specific documents (or the entire portal). At the same time, clients can use a single sign-on to access their portal. Encrypted email functionality is also available for sensitive document sharing. Teams can also track user activity and review document insights with MyDocSafe’s portal.

Pros

• Customization
• Single sign-on options and article view permissions
• Automated workflows
• Web forms and questionnaires
• Encrypted email
• Shareable private portal links

Capterra rating: 3.8

Starting price: $22 per month for two users (billed annually)

Free trial: 30 days

8. SupportBee

Top use case: Managing and tracking support requests

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SupportBee’s customer portal allows clients to submit new support requests and check in on past ones. Because customers can view their conversation history, they can reference previous problems, inquiries, and resolutions. Customers can view a branded portal thanks to customization features designating logos, colors, and layout elements specific to the brand.

Rather than requiring customers to remember usernames and passwords, agents can send private links that customers can use to access the portal. Secure communication within the ticketing system itself also allows clients to collaborate with support agents by adding comments, uploading files, and engaging in threaded conversations directly within their tickets.

The software can integrate with an existing knowledge base, making self-service resources available within the client portal. Clients can access FAQs, troubleshooting guides, and how-to articles to find answers without agent intervention.

Some SupportBee plans offer reporting functionalities. These tools allow users to analyze ticket resolution times, customer satisfaction scores, and agent performance metrics. Then, leaders can use that information to recommend support strategies and resource allocation.

Pros

• Knowledge base
• Reporting and analytics
• Customization
• Ticketing system
• Shared inbox
• Third-party apps and integrations

Capterra rating: 4.4

Starting price: $13 per user/month

Free trial: 14 days

9. Clinked

Top use case: Coordinating projects with clients or teams

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Clinked offers businesses the option to brand a client portal template or create an original portal tailored to their specifications. Either way, the portal can consolidate communication between customers and internal teams, and portal administrators can control who views, edits, and downloads content.

The tool provides a central hub for communication between internal teams and clients. It lets businesses disseminate communication to company pages through group chats, one-on-one messages, and public posts. Businesses can also use a mobile app to keep everyone informed while away from their desktops.

Administrators can define granular access controls within the client portal at the individual or group level. This restricts access to files, folders, and information for irrelevant parties. Clinked also allows for secure file sharing, including uploading documents, sharing folders, and collaborating with clients on projects in real time. Clinked’s version control system ensures everyone has access to the latest version of files.

Clinked also integrates with various third-party apps, enabling connections to the client portal with your business’s existing tools like project management software, file storage services, or cloud-based document editors. Additionally, users can integrate a knowledge base solution, allowing for a self-service resource center tied to the portal.

Pros

• Knowledge base
• Customization
• Single sign-on options and article view permissions
• Mobile app
• Version control
• Third-party apps and integrations

Capterra rating: 4.8

Starting price: $95 per month (billed annually)

Free trial: Available (EU only)

10. Kahootz

Top use case: Project and team collaboration

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The online client portal from Kahootz is a centralized communication hub that allows customers to manage their accounts and collaborate with businesses. The software provides security for sensitive data and is transparent with customers about their account activity.

Businesses can customize the Kahootz dashboard to their specific preferences, including forums, document management, surveys, content creation, and more. Online business survey software gives businesses insights into customer feedback while using access controls to keep surveys anonymous.

Users can build a searchable knowledge base within the portal. Businesses can upload rich media content, like videos and blog articles, to answer common customer questions through a knowledge base. The community discussion forum feature allows for peer-to-peer support and agent monitoring, allowing agents to contribute solutions and identify trends for knowledge base updates.

Kahootz enables users to create task lists with due dates, task statuses, and assignees. Tasks are viewable by completion status, and the system can send automated messages to task owners for overdue items.

The Enterprise plan features data access and management tools for teams to share reports with partners, suppliers, and clients from the portal. It can also connect with third-party apps and integrations for additional reporting needs.

Encryption, SSO options, and access controls contribute to client data protection. Kahootz also allows users to view their account activity and data usage for transparency.

Pros

• Knowledge base
• Reporting and analytics
• Customization
• Single sign-on options and article view permissions
• Surveys
• Task management
• Third-party integrations

Capterra rating: 4.7

Starting price: £5.50 per user/month (billed annually)

Free trial: 30 days

11. Onehub

Top use case: Storing and sharing client information

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Onehub is a cloud storage system that lets businesses interact with clients and facilitates collaboration between coworkers. Businesses can customize the client portal to match their branding.

With secure online data sharing, teams can exchange sensitive information and set access permissions by labeling users with different roles (such as administrator, creator, and viewer). It also lets users generate secure links to grant temporary access to specific files or folders within the portal. On some plans, these links can be password-protected. Elsewhere, enterprise-grade security adheres to industry compliance standards for handling sensitive data with features including encryption and two-factor authentication.

Drag-and-drop uploading with multiple-file capabilities and various supported file times allows for file sharing between teams and clients. Clients can access project documents, share feedback, and work with internal teams via the client portal. Activity tracking enables teams to monitor all client interactions, including file uploads, downloads, and document previews. An activity log saves a chronological record of those access points and usage metrics.

Pros

• Customization
• Article view permissions
• Drag-and-drop file uploads
• Password-protected links
• Activity tracking
• Enterprise-grade security

Capterra rating: 4.6

Starting price: $12.50 per user/month (billed annually)

Free trial: 14 days

12. FuseBase

Top use case: Collaborating on client projects

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FuseBase—formerly Nimbus—enables customers and employees to organize information and collaborate in one place. It allows businesses to create a branded experience with customizable, built-in chats.

FuseBase AI gives businesses a tool to create and manage content with generative suggestions for upcoming projects. It can analyze discussions to create a task list, summarize a meeting, and source answers to queries from a knowledge base. It integrates that knowledge base as a self-service center where clients can access pages like FAQs.

The platform also collects data and processes feedback for operational insights. Reporting tools give users a summary of information like client content access patterns or project task completion rates. Then, leaders can use insights to assess knowledge base effectiveness or other operations and processes.

Single sign-on functionalities give clients access to the portal using existing login credentials from other providers. FuseBase also allows admins to define access controls for client portal content for granular data control.

FuseBase gives businesses task board features to visualize project tasks, track progress through different stages, and assign tasks to team members or clients for workflow management. Pre-defined common workflows, task lists, or knowledge base article layouts can also be saved as templates for future use.

Pros

• AI-powered knowledge base
• Reporting and analytics
• Customization
• Single sign-on options and article view permissions
• Task Board
• Templates

Capterra rating: 4.6

Starting price: Limited free plan or $9 per user/month

Free trial: Free plan available

13. Accelo

Top use case: Sending quotes

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Accelo is a cloud-based client work management platform with tools to create and manage a client portal. Businesses can grant clients access to relevant data, including account information, requests, quotes, invoices, retainers, and more. Secured by single sign-on options, clients and other stakeholders can use that access to track projects, submit requests, and review documents. Clients can also view and manage their documents and support services at their convenience, while administrators can define who sees, edits, and downloads project content.

The client portal also integrates a ticketing system. Clients can submit requests, track their progress, and communicate with support teams directly within the portal. While clients submit tickets, businesses can view reporting insights on client engagement, usage patterns, and ticket resolution times.

One other function of Accelo’s client portal is workflow optimization. Pre-defined templates for frequently used quotes and project structures give businesses access to readily available starting blocks in client interactions.

Pros

• Reporting and analytics
• Customization
• Ticketing system
• Single sign-on options and article view permissions
• Quote templates
• Project templates

Capterra rating: 4.5

Starting price: Contact Accelo

Free trial: 7 days

14. Moxo

Top use case: Project management tasks

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Moxo is a client portal solution that helps businesses communicate and share information with clients, including purchase orders and opening accounts. Businesses can integrate the Moxo portal directly into their website, offering clients a dedicated online space. Additionally, Moxo provides the option to configure a private mobile app for client access.

The platform offers various features to streamline communication and collaboration. Secure messaging allows for direct communication between business teams and clients. File sharing enables the secure exchange of documents, such as purchase orders or account opening forms, within the portal. Project management tools help businesses organize and track client projects. Virtual data rooms offer a secure space for sharing sensitive information with clients. Video conferencing capabilities facilitate online meetings. Additionally, Moxo supports the use of digital signatures for electronic document approvals.

Users can utilize "magic links," which grant access to the portal through a unique link instead of requiring a traditional password. Furthermore, Moxo integrates with existing business software systems, allowing for centralized data management. Reporting and analytics features provide businesses with insights into client interactions, enabling them to track performance and identify trends.

Moxo also allows businesses to design customized onboarding playbooks for various client types or situations. Once the organization onboards a client, communication happens through a central hub. That hub can provide insights on features like automated milestone tracking for projects, allowing for progress monitoring. Finally, a drag-and-drop workflow builder allows users to create templates and automate repetitive processes within the platform.

Pros

• Reporting and analytics
• Customization
• Single sign-on options
• Magic links
• Live chat
• Video meetings

Capterra rating: 4.2

Starting price: Contact Moxo

Free trial: Available

15. Plutio

Top use case: Managing and collaborating on client projects

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Plutio offers client management software that includes client portal features. Clients can access a self-service knowledge base with guides and FAQs and sign on with an SSO option. Administrators can then control the level of access clients have to different articles within the knowledge base.

Insights into client activity, portal usage, and project progress allow businesses to track client metrics in real time and make decisions accordingly. A shared inbox centralizes client inquiries so that your team can view them and collaborate on responses. Real-time support is available through a live chat widget, as well.

Businesses can tailor Plutio’s client portal to their brand identity, selecting applicable colors, logos, and fonts. Rich media additions allow adding images, videos, rich text, and HTML widgets into the portal.

Plutio can send notifications of repeat tasks, reminders for due dates, and invites to assignees of certain tasks. Admins can also reorder tasks between projects, boards, and groups. When managing overall projects with multiple tasks, admins can save them as templates to use in the future.

Pros

• Knowledge base
• Reporting and analytics
• Customization
• Single sign-on options (add-on) and article view permissions
• Third-party apps and integrations
• Shared inbox
• Live chat

Capterra rating: 4.6

Starting price: $19 per month for three clients

Free trial: Available

Not all client portals are created equal. Here are the key capabilities to consider when evaluating customer portal software:

• Fast time to value: A solution with a learning curve can slow you down and interfere with your capacity to build your existing client relationships. Zendesk works out of the box, meaning you have a fully functional, AI-powered client portal solution on day one.
• User-friendly experience and design for your team and customers: Clunky interfaces can slow down interactions, causing frustration. Those poor experiences can cost you clients—unless you have a solution with an intuitive interface designed for the end user like Zendesk. It has decades of CX best practices built right in, so there’s no guesswork involved.
• Scalability: These days, a CX solution needs powerful AI to compensate for surges in inbound client service and support requests. Zendesk is powerful enough to scale to meet any level of complexity that your business demands, complete with AI and everything else you need to deliver great CX.
• Available languages and brands: A global workforce demands a globally-minded solution. With Zendesk, you can support multiple brands, products, service tiers, or regions. Data and activity are centralized within a single account, making it easy to manage.
• Security: Client data is sensitive, and view permissions help keep that information safe in the hands of only relevant parties. Single sign-on options create an easy, secure way for clients to access the portal without remembering a slew of passwords.
• Total cost of ownership: If a solution has all the features above but requires a team of developers to implement and charges extra for add-ons, it can drastically increase your total cost of ownership (TCO). Zendesk is infused with AI at every level so that teams can see value faster and more predictably. There are no hidden fees, and no team of developers is needed to get started, which lowers TCO.

With a solution that meets all of these needs, clients receive effortless service while you lower the cost of delivering it.