The Best Project Management Software With Client Portal List
Here’s the best software for project management with client portals.
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monday.com Manage client relations, showcase project plans, tag customers to get feedback
Wrike A powerful collaboration tool for teams of any size
Service Provider Pro Best client portal software for managing orders, invoices and subscriptions
OneDesk A client portal that allows for easy troubleshooting and task prioritizing
EasyProjects EasyProjects has a minimalist design and keeps it simple with project tracking and tagging
Client Portal for WordPress Ideal for contractors and freelancers who need a portal that can manage their contracts and expectations
Freshdesk Customer Portal for large customer bases that deal with many support tickets
Accelo A self-service portal for clients that is easy to use and keeps their billing history.
Workflow Max A portal that records detailed client and payment information, as well as notes and payments.
OneHub Simple client portal software that prioritizes security and storage
Below is a list of these tools, including screenshots, overviews of features, and pricing.
Imagine this: You are working on a project and need to get feedback from the client. Send a proof. You can also share a folder containing the finished assets. You can also invoice them.
All this happens where? Is it in your email inbox? A Google Folder? A physical meeting?
It’s not anymore. Enter: Project management software with client portal.
Agents can use client portal software to bridge the communication gap with their clients. Portals allow agencies to communicate directly with clients and share files and request files.
Your ability to communicate well with clients and manage their expectations can make a big difference in whether they choose to stay loyal customers or switch to your competitor for future projects. Client portals are a way to show clients that you care about them and listen to their opinions.
I’ve already written about the best project management tools, but this article will focus on the best project software with client portals. I’ll show you how each tool stacks.
Client Portal Project Management Software Comparison Criteria
What should I look for in a project management software that has client portals? Here is a summary of my evaluation criteria.
User Interface (UI). Is it attractive and clean? Is it able to provide a client-facing dashboard
Usability: Is it easy to use and understand? Are there enough training resources and learning materials included?
Integrations: Does it work well with other tools? Are there any pre-built integrations available?
Value for $: Does it have a reasonable price? Is the price fair for the features, capabilities and use case? Is pricing transparent and clear? Are the plans flexible enough to accommodate your changing needs?
Key Features of the Client Portal Project Management Portal
These are the top features to look for when choosing a tool to manage client portal projects.
Collaboration – Can you share files with clients within the portal?
Branding – Does it come with white-labeling so that you can add custom branding and/or watermarking?
Productivity – Does it enable you to create workflows around content-related processes?
Security – Can you securely and remotely store data that can be accessed by clients from anywhere? Do tools like encryption secure client files?
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Overviews of the 10 Best Project Management Software with Client Portals
Here’s a quick description of each software with client portals that I have on my list.