A client portal is a software interface that allows clients to access information relating to projects and services. This may also include access to things like files and billing.
Client portals, or customer portals, are utilized by many businesses across industries to streamline their clients’ experience. Commercial organizations, design studios, insurance firms, banks and more use client portals to create an efficient line of communication with their customers. Client portals can be especially useful for small to midsize businesses looking to better manage time and day-to-day operations.
Before onboarding a new client portal software, consider your unique business needs and your clients. What information would be useful for them to have? What information are you regularly providing them, like project status updates? Where is this information current housed and what's the easiest way to make accessible to clients?
Now, let's start look into five leading client portals and see what they each offer.
Accelo streamlines your work by featuring on-demand access to services that you provide for your clients. The end-to-end platform offers a client portal that helps you stay connected with your clients 24 hours a day through document sharing, content sharing and billing capabilities. The client portal gives your clients transparency via easy access to their account so they can view their projects, services and contracts. Accelo’s highly-customizable client portal settings make it perfectly suited for organizations in a wide range of industries, including:
Accelo serves so many industries because of its versatile features, such as:
Accelo’s services start at $24 per user per month, depending on the pricing plan you choose.
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Huddle is a company that provides client portals that aim to create aesthetically beautiful shared spaces. Huddle’s client portal is best for organizations that focus on teams, partners and other groups. It provides an efficient workspace for managing documents, approvals, discussions and revisions.
Huddle is popular in a range of industries, such as:
Huddle’s streamlined features include:
Find out about Huddle pricing by requesting a quote.
HyperOffice is a client portal that focuses its efforts on service provider industries. Its platform works best for industries such as:
HyperOffice’s comprehensive features include:
HyperOffice’s services range from $7 to $10 per user per month.
ShareFile’s client portal provides services focused on security, collaboration and comprehensive tools. This client portal software is designed for industries like:
ShareFile’s strongest features include:
ShareFile’s extensive services range from $50 to just under $340 per month.
Zoho is a widely used company that provides unique and effective client portal services to over 50 million users worldwide. Zoho serves well-known organizations that range from apparel to agricultural industries.
Zoho provides its services through a series of comprehensive apps — ranging from customer service to social media management and more — which can be bundled to meet the needs of various industries.
The price varies because of Zoho’s broad range of client portal services, but free quotes are available via Zoho’s website.
These client portal examples only begin to cover the ways that client portals can help streamline communication between you and your clients. Learn more about how Accelo's client portal can help you build your business and provide a positive user experience for your clients.
Try out Accelo’s client portal and other key features by signing up for a free trial or scheduling a demo.