Top 7 Customer & Client Portal Software for Small Business
Find the best client portal software for small businesses with secure file sharing, invoicing, and collaboration tools to improve workflow and client management
You send a client an important file. A week later, they ask for it again. No problem—you send it again. Then they lose the invoice. And the project update. Before you know it, you’re digging through old emails. Sound familiar? A client portal solves this by giving clients one place to find everything they need.
But here’s the catch—most client portal software is designed for large enterprises. It’s expensive, packed with features you don’t need, and simply not built for small businesses like yours.
That’s why we took a deep dive into over 30 client portal tools, analyzing their features, pricing, and real user reviews. After careful comparison, we’ve picked the Top 7 Customer & Client Portal Software options that are affordable, easy to use, and perfectly suited for small business owners.
Best 7 Client Portal Tool’s Shortlist
- OneSuite – Best All-in-One Business Management Solution
- SPP– Best for Small to Medium Size Businesses
- MOXO – Best for Secure Client Collaboration
- Clinked – Best for Secure File Sharing & Team Collaboration
- FuseBase– Best for AI-powered client collaboration
- Zendesk-Best for Customer Support and Communication.
- Use Queue – Best for Client Request & Queue Management
Each of these client portal solutions helps businesses improve customer satisfaction, operational efficiency, and workflow automation based on specific needs
What is Client Portal Software?
A client portal is a cloud-based platform where businesses and clients can collaborate, track project progress, and manage tasks. Clients can log in to view updates, access files, and communicate with the team in real time.
For example, a design agency can use a client portal to share project updates, receive feedback, and manage approvals without back-and-forth emails. Clients log in, check progress, and collaborate seamlessly, reducing delays and improving efficiency.
A good client portal goes beyond file sharing—it automates workflows, integrates with business tools, and enhances the client experience by keeping everything structured and easily accessible.
Key Features of Client Portal Software for Small Businesses
Before we dive into the best client portal software for small businesses, let’s break down the must-have features that make a portal truly useful.
1. Secure File Sharing & Storage
Why It’s Important: Clients should be able to access invoices, contracts, and project files in one place instead of relying on scattered emails.
Look for:
- Easy file uploads/downloads
- Access control (who can see/edit files)
- Cloud-based storage with encryption for security
2. Messaging & Communication Tools
Why It’s Important: Instead of back-and-forth emails, the portal should have a built-in chat or comment system for quick updates and feedback.
Look for:
- Direct messaging with clients
- Commenting on files or tasks
- Email notifications for important updates
3. Online Invoicing & Payments
Why It’s Important: Clients should be able to view, download, and pay invoices online without confusion.
Look for:
- Invoice creation & tracking (paid, pending, overdue)
- Online payment options (Stripe, PayPal, Razorpay, etc.)
- Automated reminders for overdue invoices
4. Task & Project Management
Why It’s Important: Clients should be able to see project status, assigned tasks, and progress updates without constantly asking for updates.
Look for:
- Task lists or Kanban boards
- Progress tracking & due dates
- Client visibility on assigned tasks
5. Client Self-Service & Dashboard
Why It’s Important: Clients should be able to access what they need—without asking you every time.
Look for:
- A simple dashboard with project updates
- Ability to update contact details
- Access to all past invoices, messages, and documents
6. Custom Branding & White Labeling
Why It’s Important: Your client portal should look like your business, not generic software.
Look for:
- Your logo & brand colors
- Custom email notifications
- Custom domain (e.g., portal.yourbusiness.com)
Comparison Table of Client Portal Software Solutions
This table highlights key features, pricing, and Ratings, helping businesses find the best solution for client collaboration, invoicing, and communication.
| Software Name | Pricing | File Sharing | White-Label | Project Management | Client Communication | Custom Branding | Invoicing | Ratings |
| OneSuite | From $29/user/mo | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ⭐ 4.7/5 (G2) |
| SPP | From $129/5-user/mo | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ⭐ 4.4/5(G2) |
| MOXO | Custom | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ❌ | ⭐4.5 / 5 (G2) |
| Clinked | From – $119/100 users/mo | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ❌ | ⭐4.8 / 5 (G2) |
| FuseBase | From $48/3 users/mo | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ⭐4.7 / 5 (G2) |
| Zendesk | From – $25/per agent/mo | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ❌ | ⭐4.3 / 5 (G2) |
| UseQueue | Free plan available;From $149/2 users/mo | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ | ⭐4.9/ 5(G2) |
Top 7 Customer & Client Portal Software
A client portal streamlines communication, project tracking, and invoicing, enhancing client relationships. This guide reviews 7 top solutions, covering features, pricing, and user feedback to help you choose the best fit for your business.
1. OneSuite
OneSuite is an all-in-one business management platform that integrates client collaboration, project tracking, invoicing, and lead management in one system. The secure client portal gives clients real-time access to project updates, invoices, and documents.
A ticketing system handles support requests efficiently, while a customizable dashboard displays projects, approvals, and deadlines. Security features include end-to-end encryption, two-factor authentication, and role-based access to protect client data.
OneSuite automates workflows and centralizes client management, making operations more efficient.
OneSuite Best Feature
- Branded Client Portal – Customizable portal where clients can track project progress, invoices, and documents.
- Project & Task Management – Organize tasks with Kanban boards, due dates, and automated workflows.
- Lead Pipeline Tracking – Manage and nurture client leads with an integrated CRM system.
- Invoice & Payment Processing – Generate invoices, accept online payments, and track billing history.
- Document Sharing & E-Signatures – Store, share, and get client approvals on important documents.
- White Label Customization – Personalize the platform with your branding, logo, and colors.
OneSuite Pricing (Monthly Plan)
- Freelancer Plan – Starts at $29/month (Per user)
- Solopreneur Plan – Starts at $59/month (5 users)
- Growing Agency Plan – Starts at $149/month (20 users)
- Large Agency Plan – Starts at $239/month (50 users)
User Feedback: ⭐ 4.7/5 (G2)
✌️ The developer team has thought about every aspect of a team’s day to day need. While using the app, I never felt like I am missing anything. On top of that, there are some features that even changed the way our company is being managed now. Kudos to the devs.
–Trusted Review on G2
✌️ OneSuite has revolutionized our agency’s workflow, integrating project, lead pipeline, and invoice management into a seamless experience. With its document management system and digital signing feature, client interactions are now smoother and more professional.
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| All-in-one platform for task, client, and project management | No forever free plan |
| Custom dashboards and workflow automation | Still at early development phase. |
| Secure client portal for project tracking | |
| Built-in time tracking and invoicing |
2. Service Provider Pro (SPP)
Service Provider Pro (SPP) is an all-in-one client management and billing platform built for agencies. It helps businesses streamline client interactions, automate invoicing, and track projects within a secure, white-labeled client portal.
The client portal allows businesses to share project updates, manage support tickets, and process payments seamlessly. Clients can log in, view invoices, submit requests, and track their services without back-and-forth communication.
SPP is ideal for marketing, SEO, content, and digital agencies looking for a scalable solution to manage client relationships, payments, and project workflows efficiently.
Service Provider Pro Best Features
- Helpdesk Integration – Provides customer support with full context of past activity.
- White-Labeled Client Portal – Customizable branding for a professional client experience.
- Automated Billing & Invoicing – Supports multiple currencies and payment methods.
- Project & Task Management – Organize workflows and track progress efficiently.
- Built-in CRM – Manage client relationships and track interactions.
Service Provider Pro (SPP) Pricing (Monthly Plan)
- Basic – $129/month (5 users) – For small shops
- Pro – $299/month (10 users) – For established agencies
- Plus – $1,500/month (50 users) – For high-volume agencies
User Feedback: ⭐ 4.4/5(G2)
✌️ We use it to keep track of partners’ projects, payments and sales tools.
–Trusted Review on G2
👎 End to end examples for different business verticals is needed. I may have missed it in the online documentation.
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| Comprehensive client management | Higher pricing for advanced features |
| White-labeled client portal enhances branding | Learning curve for new users |
| Integrated billing and invoicing system | Limited customization in lower-tier plans |
| Robust project management tools |
3. MOXO
Moxo is a client interaction platform designed to streamline business workflows, communication, and document management. It provides a secure client portal where businesses can collaborate with clients, track tasks, and manage approvals in one place.
With built-in messaging, video meetings, digital signatures, and workflow automation, Moxo simplifies client onboarding, document collection, and service delivery. Its encrypted environment ensures data security, making it a reliable solution for industries like finance, legal, healthcare, and consulting.
Moxo helps businesses enhance client engagement, reduce manual tasks, and improve operational efficiency, all within a unified, branded workspace.
Moxo’s Best Features
- Secure Messaging: Ensures confidential communication with clients through encrypted messaging channels.
- Video Conferencing: Allows for virtual face-to-face meetings, enhancing client engagement.
- Digital Signatures: Simplifies the signing process with integrated digital signature capabilities.
- Document Management: Centralizes document storage and sharing, ensuring easy access and collaboration.
- Workflow Automation: Streamlines business processes by automating repetitive tasks.
- Customizable Client Portals: Offers branded portals tailored to specific business needs, enhancing client experience.
Moxo’s Pricing
- Custom
User Feedback: ⭐4.5 / 5 (G2)
✌️ What I like most is the responsiveness of the moxo team. They quickly answer questions or take it to the internal team for direction. They have also taken ideas we’ve had for the platform and submitted them for future applications. The team has been very collaborative and helped us achieve our goal with the app a lot faster than anticipated. The platform is relatively easy to use and the team was patient to walk us through the new items. We use our app daily as our main source for internal and client communications.
–Trusted Review on G2
👎 There are a lot of QOL features missing. The app feels like a work in progress.
Small Buttons, means our clients miss where they need to upload.
The ability to attach files to chat means its easier for clients to attach in chat instead of in the step itself.
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| Integrates multiple communication tools into one platform | Some users report a learning curve due to the platform’s extensive features |
| Enhances client engagement with real-time collaboration | Occasional performance issues, such as lags during usage |
| Automates workflows, increasing operational efficiency | Limited customization options in certain features |
| Ensures data security with end-to-end encryption | Pricing details are not readily available, requiring direct contact for information |
4. Clinked
Clinked is a cloud-based client portal designed for secure file sharing, task management, and team collaboration. It provides a centralized workspace where businesses can share documents, track projects, and communicate efficiently with clients.
With 256-bit SSL encryption, role-based access, and white-label branding, Clinked ensures both security and customization. Its mobile access, real-time notifications, and discussion threads make it a reliable choice for businesses in marketing, legal, finance, and education looking to streamline workflows and enhance client interactions.
Clinked’s Best Features
- Secure File Sharing: Facilitates encrypted file uploads and downloads, ensuring data protection.
- Task Management: Allows assignment and tracking of tasks with deadlines and progress indicators.
- Real-Time Collaboration: Enables simultaneous document editing and instant messaging for efficient teamwork.
- Custom Branding: Offers white-labeling options to align the portal with company branding.
- Mobile Accessibility: Provides native mobile apps for both Android and iOS platforms, ensuring collaboration on the go.
Clinked Pricing (Monthly Plan, Billed Monthly)
- Lite – $119/month (100 users)
- Standard – $299/month (100 users)
- Premium – $599/month (250 users)
- Enterprise – Custom Pricing (1000+ users, Contact Sales)
User Feedback: ⭐4.8 / 5 (G2)
✌️ Clinked is a professional-looking and reliable portal, which has everything we need for our company. What really sets Clinked apart is its user-friendly design and customization options. We’ve been able to personalize our portal to reflect our brand, which not only enhances our professional image but also makes navigation easier for our clients. It’s useful to have all the project information, documents, and updates in one place without needing to ask for updates via email.
–Trusted Review on G2
👎 If pressed to say something I don’t like about Clinked, I feel that it is a relatively expensive option compared to some competing platforms, but the versatiiity and breadth of functionality go a long way towards justifying the price.
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| User-friendly interface | Limited spell-check feature |
| Secure platform with robust encryption | Notifications may experience delays |
| Highly customizable to reflect company branding | Limited integrations with other software |
| Cost-effective compared to traditional virtual data rooms (VDRs) | Some users report a learning curve for new features |
5. FuseBase
FuseBase, formerly Nimbus, is a client collaboration platform that combines project management, document sharing, and workflow automation in a single system. It provides customizable client portals for secure communication, real-time collaboration, and content management.
The client portal allows businesses to track projects, share documents, collect approvals, and integrate with third-party tools to streamline operations. AI-powered features assist with task automation and content organization, improving efficiency.
FuseBase is best for professional service providers, agencies, and businesses that need a centralized platform for managing client interactions, project workflows, and knowledge sharing.
FuseBase Best Features
- White-Labeled Client Portals: Customize portals to reflect your brand, centralizing communication and project tracking.
- Interactive Document Builder: Create dynamic documents with various file formats and integrations.
- Project Management Tools: Utilize Kanban boards and task tracking for effective project oversight.
- AI Assistant: Automate tasks like content creation and translation, gaining insights for data-driven decisions.
- Third-Party Integrations: Connect with over 2,000 applications to enhance workflow efficiency.
NimbusWeb Pricing (Monthly Plan)
- Essentials – $48/month (3 users)
- Plus – $123/month (3 users)
- Ultimate (White Label) – $248/month (3 users)
User Feedback: ⭐4.7 / 5 (G2)
✌️Using Nimbus Note with my team and clients has been a breath of fresh air. That internal workhub? Perfect for keeping everyone on the same page. And the client portals? Clients love it! It’s like having a personalized dashboard for each client. No more endless email chains or lost files – everything’s right there.
–Trusted Review on G2
👎 I liked them as nimbus. Then they changed their direction and it did not serve me well any longer. I canceled my account. The billed me again. I requested reimbursement. They have not responded to ANY of my communication. Fraud!@!
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| User-friendly interface | Some features may be underdeveloped |
| Extensive customization options | Clients may prefer traditional communication methods |
| Robust integration capabilities | Performance speed can be slower compared to alternatives |
6. Zendesk
Zendesk is a client portal and customer service platform that centralizes support requests, self-service resources, and secure communication. Its knowledge base allows clients to find answers independently, while the ticketing system streamlines inquiries from multiple channels.
The dashboard provides real-time updates, ensuring transparency, while collaboration tools and secure document sharing enhance client interactions.
Mobile access and multi-language support make it accessible globally. Trusted by leading brands, Zendesk is a scalable solution for businesses managing customer relationships efficiently.
Zendesk Best Features
- Multi-channel support – Manage customer interactions across email, chat, phone, and social media in one platform.
- Automated ticket management – Streamline issue resolution with auto-routing, SLA tracking, and response automation.
- Self-service knowledge base – Create FAQs and help articles to reduce support tickets.
- Task and workflow automation – Automate repetitive tasks, ticket assignments, and approvals for faster processing.
- Custom reporting and analytics – Monitor support performance with real-time dashboards and insights.
- CRM and tool integration – Connect with CRM, messaging apps, and productivity tools for seamless workflows.
Zendesk Pricing (Per Agent/Month, Billed Monthly)
- Support Team – $25 (per agent)
- Suite Team – $69 (per agent)
- Suite Professional – $1499 (per agent)
- Suite Enterprise – Custom Pricing (Contact Sales)
User Feedback: ⭐4.3 / 5 (G2)
✌️ The user experience is really simple; it consolidates all communications with customers in one place, whether through email, live chat or phone conversations. The ability to automate workflow tasks such as ticket assignment, response sending and interaction tracking is quite remarkable. As a result, we have been able to devote more time and energy to the conclusion of agreements. We can bring all customer interactions together in one place, they are saved and structured, so no one on the team has to go through multiple systems to find a customer’s history, whether it be via email, chat or a web form.
–Trusted Review on G2
👎 No BCC option, for over 4 years, despite numerous suggestions on their forums.. they dont take customer suggestions into account for any future development
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| Versatile and scalable platform | Higher pricing tiers may be costly for small businesses |
| Comprehensive multi-channel support | Some users report a steep learning curve |
| Robust analytics and reporting tools | Advanced features can be complex to configure |
| Extensive integration options | Interface may feel overwhelming to new users |
7. Use Queue ⭐4.9/ 5(G2)
UseQueue is an all-in-one client portal platform designed for businesses offering productized services like design, development, and consulting. It provides a white-labeled portal where clients can submit requests, manage subscriptions, track progress, and collaborate in one place.
The platform integrates task management, payment processing, and client communication, streamlining operations without needing multiple tools. Clients can easily pause, upgrade, or modify their plans, ensuring a smooth experience.
UseQueue is ideal for agencies, freelancers, and service-based businesses looking to automate workflows, improve client interactions, and simplify service management efficiently.
UseQueue’s Best Features
- Custom Task Request Forms: Allows clients to submit detailed requests through personalized forms, ensuring clarity and efficiency.
- Integrated Communication: Facilitates direct communication within tasks, reducing the need for back-and-forth emails.
- Design Feedback Tools: Enables clients to provide precise feedback on designs, including images, videos, and live websites, through click-to-comment functionality.
- Payment Plan Management: Empowers clients to manage their subscriptions, including pausing, upgrading, or downgrading plans, with automated proration handling.
- Mobile Accessibility: Offers a mobile app that allows clients to manage requests, view comments, and receive notifications on the go.
UseQueue Pricing (Monthly Plan)
- Starter – Free (Until First Client)
- Growth – $49/month (2 users)
- Scale – $149/month (5 users)
User Feedback: ⭐4.7 / 5 (G2)
✌️Been using Queue for a few weeks, Five stars easily. Great product, intuitive platform, and a very very responsive team.
–Trusted Review on producthunt
👎 Queue does lack somewhat in terms of analytics. There are no additional tools for monitoring, for instance, specific identifiers of active reviewers or constructing trends within the provided feedback.
–Trusted Review on G2
Pros & Cons
| ✅ Pros | ❌ Cons |
|---|---|
| User-friendly interface with seamless client onboarding | Limited integration options with external tools |
| Comprehensive task management and communication features | Some advanced features may require a learning curve |
| Flexible payment management options for clients | Mobile app features are continually evolving |
| White-labeling capabilities enhance brand consistency | Pricing details beyond the initial free period are not prominently disclosed |
How to Choose the Right Client Portal Software
Selecting the right client portal software ensures secure communication, efficient workflows, and a seamless client experience. Focus on usability, security,Customization, integrations, and scalability to find a solution that meets your business needs.
- User Experience & Ease of Use: A client portal should be intuitive and easy to navigate for both businesses and clients. A clutter-free dashboard, simple navigation, and mobile-friendly design ensure better adoption and engagement.
- Security & Data Protection: Protecting sensitive client information is crucial. Look for end-to-end encryption, two-factor authentication, and role-based access controls to ensure data privacy and compliance with security regulations.
- Integration with Existing Tools: The portal should seamlessly integrate with CRM systems, project management tools, payment processors, and communication apps to automate workflows and enhance efficiency.
- Customization & Branding: A good client portal should allow for whitelabeling, enabling businesses to customize the portal’s look and feel to match their brand identity. Adding or removing features based on specific needs is also important.
- Support & Scalability: Choose software that offers reliable customer support, including live chat, help centers, and training resources. Ensure the solution can scale with your business needs, accommodating growing client bases and expanding workflows.
By considering these factors, businesses can select a client portal software that improves efficiency, strengthens client relationships, and enhances overall satisfaction.
Get Started with a Client Portal Solution Today
Client portals aren’t just for storing files anymore. With OneSuite, you can streamline communication, manage projects, and keep everything organized in one place. No more back-and-forth emails or scattered files—clients get real-time access to updates, invoices, and shared documents.
OneSuite makes client collaboration effortless. Automated workflows handle repetitive tasks, while customizable branding ensures a professional experience. Whether you’re managing multiple projects or handling client requests, everything stays clear and structured.
Set up your client portal today and simplify how you work with clients. Try OneSuite now. 🚀
