The 5 Best Client Portal Software for 2022
Managing client information and communication effectively is a key part of running a profitable agency. A client portal is a tool that allows agencies to do just that, and its popularity has grown exponentially in recent years.
There are now a bunch of different client portal software options available on the market, so choosing the right one for your business can be a daunting task.
To help you out, I’ve put together a list of the best client portal software (featuring Service Provider Pro and other tools) you can start using today to streamline your operations.
Let’s get started!
What is a client portal?
Put simply, a client portal is a gateway that allows businesses to securely share information with their clients. This could be anything from project updates and files to invoices and contract documents. Client portals make it easy for businesses to keep their clients in the loop, without having to send endless emails back and forth.
While there are tons of different kinds of client portals out there, great client portals have a few things in common:
They’re self-service. This means that your clients can log in and find the information they need to resolve their own issues without having to rely on you or your team.
They’re secure. A great client portal will have robust security features in place to keep your clients’ data safe.
They’re customizable. A one-size-fits-all approach doesn’t work for everyone. The best client portals can be customized to fit the specific needs of your business.
Why do you need a client portal?
There are tons of advantages of having a great client portal that we could cover, but here are the highlights:
It helps you stay organized. If you’re working with multiple clients at once, it can be tough to keep track of everything. A client portal helps you keep all of your client information in one place, so you can easily find what you need when you need it.
It makes communication easier. A client portal makes it easy for you to communicate with your clients. You can easily send messages, share files, and give updates all in one place. This makes it simpler and faster to get the information your clients need.
It increases client happiness. When your clients can easily access the information they need, it makes them happy. And when your clients are happy, they’re more likely to stick around.
It saves you time. When you have a client portal, you can automate some of the tasks that you would otherwise have to do manually. This saves you time and energy, so you can focus on other things.
If you’re still not convinced and want to learn more about the many benefits of client portal software, feel free to check out this article I wrote on the topic. For now, we’re moving on to the software.
Overview of our top client portal examples
Service Provider Pro (SPP): best for agencies
Zoho Invoice: best budget option
Moxo: best for larger businesses
Huddle: best for security features
SupportBee: best for customer support features
Now, let’s take a closer look at the features that tell these client portals apart.
Best client portal software for 2022
1) Service Provider Pro (SPP): best for agencies
If you’re looking for a client portal that’s specifically designed for B2B agencies and service providers, Service Provider Pro (SPP) is a great option. SPP is designed with flexibility and simplicity in mind—two musts when it comes to B2B product portals.
Whenever a new client places an order, a client account is automatically registered with SPP. When the client logs in, they can access their account to view order updates, invoices, documents, and more from a central dashboard. They can also message you directly through the portal—so, no more switching back and forth between email and your client portal!
For agencies, SPP streamlines workflows by combining project management and collaboration tools within the client portal. This makes it easy to keep your team organized and on track, while still providing your clients with the information they need.
Other great features of SPP include:
The ability to brand your product portal with your own logo, colors, and domain name
Integrations with popular products like Mailchimp and Zapier
One-click payments powered by Stripe and Paypal
The ability to dive into the code and customize the portal to fit your specific needs
If you’re looking for the best customer portal for B2B agencies and service providers, Service Provider Pro (SPP) is a great option.
2) Zoho Invoice: best budget option
Of the customer portal examples on our list, Zoho Invoice is one of the best in terms of simplicity and affordability. It offers all the basics, like billing, invoicing, and project updates, and it’s very user-friendly. Oh, and it’s totally free to use!
With Zoho Invoice, you can create and send invoices in just a few clicks. Your clients can log into the portal to view their invoices, make payments, and leave comments. You can also use the portal to track your project progress and keep your clients updated on your progress.
Some other Zoho Invoice features include:
A wide range of templates to choose from
The ability to add your own branding
Integrations with popular payment processors like PayPal and Stripe
A mobile app so you can manage your product portal on the go
If you’re looking for a simple and budget-friendly client portal solution, Zoho Invoice is a great option. With that being said, you are getting what you pay for. Zoho Invoice doesn’t offer as many features as some other options on this list.
3) Moxo: best for larger businesses
The Moxo OneStop Client Hub is an enterprise-level client portal solution with an impressive list of clientele that includes:
It’s packed with features, like a CRM, project management tools, and document sharing. Plus, it offers a high degree of customization, so you can make it work for your specific business needs.
Moxo is designed to be a one-stop shop for your clients. They can log in to view their project progress, invoices, documents, and more. Plus, they can easily contact you or your team through the portal.
Other features include:
A wide range of integrations, so you can connect all of your business tools in one place
A custom-branded client portal, so you can put your best foot forward
Advanced security features to keep your data safe
The ability to track your sales pipeline and close more deals
However, it’s worth noting that this solution is geared towards larger businesses. For starters, it’s fairly expensive. The basic pricing tier will cost you $120/month plus a $300 setup fee, but the recommended tier costs $450/month plus a $1,500 setup fee. Plus, it requires a bit of a learning curve to use.
With that being said, if you’re looking for an enterprise-level client portal solution, the Moxo is definitely worth considering.
4) Huddle: best for security features
If security is a top concern for your business, Huddle is a great option. It offers military-grade security features, like 256-bit encryption and two-factor authentication. Plus, it comes with all the other features you’d expect from a client portal, like project management tools and file sharing.
Huddle is a great option for businesses that need to comply with data security regulations (e.g., HIPAA and GDPR) and businesses that work in industries where security breaches could have serious consequences (e.g., law firms and healthcare organizations). Plus, it’s very user-friendly, so you and your team will be able to get the ball rolling quickly.
Other security features include:
User activity tracking, so you can see who’s accessing what data
The ability to set security permissions, so you can control who has access to sensitive data
A comprehensive audit trail, so you can see who’s been doing what with your client’s data
Huddle is also a great option if you’re looking for a client portal with a clear focus on data security.
5) SupportBee: best for customer support features
SupportBee is—at its core—a customer support platform. It offers all the features you need to provide great customer service, like a ticketing system and live chat. Plus, it has a few client portal features, like project management tools and document sharing.
One of the things that sets SupportBee apart from the other options on this list is its focus on customer support. If your business offers services or products that require ongoing customer support, this could be a great solution for you.
Some of SupportBee’s customer support features include:
A knowledge base, so your customers can find answers to their questions without needing to contact you
A self-service portal, so your customers can view their support tickets and submit new ones
Integrations with popular CRM platforms, so you can keep track of your customers
To summarize, SupportBee is a great option if you need a client portal with robust customer support features.
Take Your Business to the Next Level with a Client Portal
A client portal can help you take your business to the next level. By giving your clients a central place to access their project information, invoices, and more, you can make it easier for them to do business with you. Plus, you can use a client portal to streamline your own internal processes.
If you’re looking for a client portal solution that’s built with agencies in mind, be sure to check out Service Provider Pro (SPP). Our platform is packed with features that will help you win more clients and deliver great results.