Visibility is a strengthening factor in client relationships. But figuring out the best way to offer it to your clients can be a challenge. One hack for doing so with the least amount of manual effort is to implement a client portal.
A client portal, or customer portal, is an interface that allows clients to access information relating to projects and services. This may also include files and billing.
Client portals are used across various industries to streamline the client experience. Commercial organizations, design studios, insurance firms, banks and others use client portals to create an efficient line of communication with their customers. They can be especially useful for small to mid-sized businesses looking to better manage time and day-to-day operations.
Client portals can be used to varying extents. Before selecting the one you’ll use, consider your unique business needs and those of your clients.
To help you connect those needs to the right software, we’ve compiled key details about five leading client portals:
Accelo offers much more than a convenient, branded client portal: It’s an end-to-end client work management platform built to help professional services businesses automate tasks, improve visibility and increase profits.
While it offers robust project management and advanced time-tracking features, Accelo also offers solutions for all stages of client work, including sales and quoting, customer relationship management, a complete ticketing system, billing and retainer management.
Accelo’s pricing starts at $24 per user per month.
Start a free trial today to see Accelo in action. If you have questions or want to explore custom solutions for your business needs, schedule a demo to speak with a product expert.
READ NEXT: How one IT consultancy doubled revenue and profits using Accelo's client portal and other robust work management features
Huddle, an Ideagen product, aims to provide aesthetically beautiful shared spaces via its client portals. Ideal for organizations that focus on teams, partners and other groups, Huddle works for a range of industries, including government, accounting, managed services, transportation and more. The platform provides an efficient workspace for managing documents, approvals, discussions and revisions.
Because Huddle offers bespoke solutions, custom pricing quotes must be requested.
HyperOffice is a collaborative software that focuses on service provider industries. Its solutions works best for those in healthcare, education and the public sector. HyperOffice Atlas, its customer and employee portal creator, offers some unique feature, including rich editing and a code snippet library.
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 accounting, finance, healthcare and legal services.
ShareFile’s offers four pricing tiers, ranging 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.
Zoho Invoice, part of the Zoho platform, is a widely used company that provides unique and effective client portal services to over 50 million users worldwide. Zoho serves well-known organizations in industries as wide-ranging as apparel and agriculture.
Zoho Invoice is free, though there is separate pricing to connect it to additional Zoho products.
Most client portals will streamline communication between you and your clients, but they’re often limited to a few features. You’ll find that Accelo’s client portal is connected to quoting, billing, projects and other key stages of client work, making it even easier to provide quick information on demand.
See how it works with a free trial or set up a demo.