11 Different Client Portal Software To Consider
Updated September 30, 2022
Many businesses that manage sensitive client data use client portals to ensure their clients can share data securely. There are many types of client portal software available for businesses, and finding the right one depends on each business' size and client needs. Learning about some of the different client portal software available can help you determine which might best fit your company's needs.
In this article, we discuss what a client portal is, the benefits of client portal software and 11 client portal software companies may be interested in using to provide their clients access to information.
Related: Top Strategies for Managing Clients
What is a client portal?
A client portal is a digital gateway that offers customers access to all of an organization's information, such as customer information, digital files and other services. Customers can usually access it through a mobile app or company website.
In order for a client portal to work effectively, it requires client portal software, which provides a secure entry point for customers to log in and get access to the information they need, like updates to customer service tickets or account information. Many customer portals contain features such as secure file management, billing, brand customization, collaboration tools and self-service options.
What are the benefits of client portal software?
There are several benefits of using client portal software, including:
Accessibility: Client portals provide clients with a simple way to access their information. Whether they're using their computer at the office or their phones while they're on vacation, the information they need is easily accessible to them.
Improve customer loyalty: With the use of customer portals, clients often have positive experiences with businesses because the organization is providing clients with easy ways to communicate with their colleagues. Pleased customers are more likely to remain loyal to a company.
Increased productivity: Important documents are easy to access with the use of client portals. This can increase employee productivity because they can access the documents whenever and wherever they are and complete them.
11 different client portal software
Below is a list of 11 different client portal software that businesses may be interested in using for their customer portal needs:
1. Zoho Creator
Zoho Creator is a collaboration portal software businesses can use to build different kinds of portals. It offers a low-code platform to create applications, in addition to portals. It also has premade application templates businesses can choose from for their customers to use, such as logistics, gym, vendor and restaurant management. Some of its features include file management, discussion forums, email ticketing, billing, self-service portal and brand customization.
Zendesk is a customer portal software that keeps track of activities customers need with the use of the portal. It enables customers to create support request and look for status updates. It also has a return on investment (ROI) calculator so that businesses can assess the effectiveness of the customer support they provide to their clients. Other features include self-service options, ticket management, community forums, file management and collaboration tools.
HappyFox is a customer service software that provides a variety of self-service options for customers, such as community forums and ticket tracking. Its single platform allows customers to convert different mediums like emails and online chats into help tickets. Other features include content management, secure file sharing, customer billing, brand customization and an easy-to-use help desk.
Related: 20 Customer Service Tips
Azuredesk is a helpdesk software with a goal of making customer service easier for businesses and customers. They have a ticket managing system that also converts emails into support tickets. It also offers customers a support center that provides assistance 24 hours a day. AzureDesk integrates with other apps, provides reports regarding customer interactions and allows customer service representatives to collaborate with one another using private notes to help solve customer tickets.
Huddle is a customer portal software with a focus on data security. It offers data protection and secure connections through the use of strict controls, such as multifactor authentication, administrative controls and granular file and user permissions. Huddle also enables users to collaborate while working remotely and has security that allows professionals to wipe data if they lose their device to ensure their data remains secure. It caters to a variety of industries, including accounting, United States' and United Kingdom's government, marketing media and transport and logistics.
SupportBee provides a client portal software that offers a ticketing system that allows teams to prioritize and collaborate on customer support emails. It offers a unique feature regarding the login process for users. Instead of remembering their login credentials each time they login, customer service representatives send private links that users click. That logs them directly into their account so they can access the customer portal. Other features include discussion forums, domain mapping, secure file sharing and a self-service knowledge base.
Accelo is a cloud-based platform that manages various aspects of client work. It provides quick access to a client's information, including their contracts, account information and current projects. It also tracks projects in real time, allows clients to make service requests 24 hours a day, sends notifications about client signoffs and approvals and offers secure file sharing.
Kahoots is a customer portal software that provides high-level security for its users. With accreditation for government use, Kahootz offers secure file sharing for documents and video files. It also uses workspaces so teams can collaborate and share documents in one location. Kahootz also has a function that enables users to collaborate on documents. They can co-author, edit and capture feedback at the same time from different locations. Other features include discussion forums and comments, databases and online forms, task management, shared calendars, report writer and surveys.
Onehub provides a secure client portal that allows businesses to customize the portal to suit their needs. It offers a simple uploading feature and high-quality previews of 30 million types of files. Onehub also has advanced activity tracking, which tracks everything clients do while using the portal. Other features include a simple-to-use collaboration function and the ability to organize files however users prefer.
MyDocSafe is a document security and digital signature software. One of its features automates the client onboarding process for different types of clients and services and allows new clients to sign up in minutes. Other features include an email encryption software, secure document management, mobile apps, web forms, quotes and proposals, employee onboarding and background checks.
SmartVault is a software that creates customized client portals for businesses. The software provides online document management and one-stop sharing and storing of documents. It also uses customized user permissions which allow clients to control who have access to editing, creating or deleting files. SmartVault customizes the client portal for businesses by branding the portal with the company's logo and color scheme and a link to the company website. Other features include an easy-to-use interface, one-step storing and sharing, the ability to merge emails and e-signatures.
Please note that none of the products mentioned in this article are affiliated with Indeed.
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