Top 10 Project Management Software With Client Portal 2025

Discover our list of best project management software with client portal. Explore features and pricing to find the best one for your business.

project management software with client portal

Managing projects efficiently while keeping clients in the loop is no longer optional—it’s essential in this digital time. Traditional project management tools often fall short when it comes to client collaboration, transparency, and real-time updates.

This is where project management with client access becomes a game changer. Whether you’re a founder juggling multiple teams and clients or an agency managing stakeholders, the project management software client portal simplifies teamwork, keeps everyone updated in real time, and improves communication.

In this blog, we’ll break down the top project management software with a client portal that prioritizes both team efficiency and client collaboration in 2025. Let’s dive in!

After analyzing more than 20 project management software client portals, we have created this list of top project management software with client portals that prioritizes both team efficiency and client collaboration. We have reviewed features like task management, real-time communication, document management, etc.

What is Project Management Software With a Client Portal?

Simply, A project management software with a client portal is like a shared workspace where you handle projects, and your clients can check updates, share feedback, and stay in the loop. It helps everyone stay organized and work together smoothly in one place.

But with all the options available when choosing the right project management client portal, several factors come into play to ensure it fits your team’s needs. Here are the must-have features of a project management software client portal.

Client Access Control:
Clients need access to project details, but not everything is meant for their eyes. Without proper access control, your clients might see confidential data, leading to security breaches, misunderstandings, or even legal issues.

Task management:
Task and project tracking provides clear visibility into task statuses, deadlines, and milestones, ensuring everyone in your team and clients knows the completed task, pending task, and upcoming task.

Document management:
Without this feature, files get scattered, leading to version confusion, and lost documents. To ensure everyone you and your client works on the latest version of documents, reducing errors and streamlining feedback, centralized file storage with version control and commenting is a must.

Real-time communication:
Clients want to stay informed without constantly chasing updates. Real-time notifications and progress tracking keep them in the loop, building trust and transparency.

Reporting & Analytics
Reporting and analytics provide data-driven insights into your project performance, team productivity, and client engagement. This feature transforms raw data into actionable information, helping you make informed decisions and demonstrate value to clients.

Comparison Chart of the Best Project Management Software With Client Portal

Project Management Software

Pricing

Best For

Ratings

OneSuite

Freelancer: $29/month
Solopreneur: $59/month
Growing Agency: $149/month
Large Agency: $239/month

All in One Place: Client mangment, Project Collaboration, Document Hub, Invoice History

⭐️5.0

Hello Bonsai

Basic: $9/ user/mo
Essentials: $19/user/mo

Premium: $29/user/mo

Elite: $49/user/mo

Centralized Client Communication with Key Document

⭐️4.3

Monday.com

Free
Basic $9 seat/month
Standard $12 seat /month
Pro $19 seat /month
Enterprise Custom price

Automatic Ticket Classification, Work Mangment System

⭐️4.7

ClickUp

Free Forever Plan:$0
Unlimited: $5 per user/month
Business: $12 per user/month
Enterprise: Custom pricing

Collaborate on Tasks with Real-time Project Updates

⭐️4.7

Notion

Free
Plus $10 per seat/month

Business $15 per seat/month

Enterprise custom price

View Projects as a Timeline, capture Every Detail in a Table

⭐️4.7

Trello

Free
Basic $9 seat/month
Standard $12 seat /month
Pro $19 seat /month
Enterprise Custom price

Custom Fields and Automation

⭐️4.4

Zoho

Free Plan: $0 (up to 5 users)

Premium: $4 per user/month billed annually

Enterprise: $9 per user/month billed annually

Portal Customization

⭐️4.5

Dubsado

Starter Plan: $200/year/ Annual

Premier Plan: $400/year/Annual

Protect client information

⭐️4.2

Best Project Management Software in 2025

1. OneSuite

Project Management Software With Client Portal

Overview

OneSuite is an all-in-one project management software with a built-in client portal to boost collaboration and transparency. Clients have real-time access to project updates. They also have access to the proposal, NDA, and agreement, along with the invoices.

It also offers managing multiple projects, instant lead conversion, detailed client profiles, and real-time project tracking to simplify client management, improve relationships, and foster long-term partnerships.

OneSuite Client Portal Key Features :

  • Project Collaboration
  • Easy client onboarding and managing system
  • Document signing and storage
  • Invoice history.


Pricing:

  • Freelancer: $29/month
  • Solopreneur: $59/month
  • Growing Agency: $149/month
  • Large Agency: $239/month

Also Read
10 Best Project Management Software for Agencies in 2025

2. Hello Bonsai

Hello Bonsai Project Management Software With Client Portal

Overview

Hello Bonsai is an all-in-one project management solution with a branded client portal. You can share documents, and update your clients on project progress in real time. It allows you to customize your client portal to match your brand, streamline billing, and make managing projects seamless and efficient. 

Bonsai Client Portal Key Features

  • Centralized client communication
  • Share key documents
  • Simple billing & payments for clients
  • Client collaboration


Pricing:

  • Basic: $9/ user/mo
  • Essentials: $19/user/mo
  • Premium: $29/user/mo
  • Elite: $49/user/mo

Read More
Best 10 Project Management Software with Invoicing in 2025

3. Monday

Monday Project Management Software With a Client Portal

Overview

Monday.com is a project management platform designed to streamline service operations with smart automation and AI. With AI-driven ticket routing, real-time dashboards, and an upcoming customer portal, Monday.com has simplified communication between teams and clients. This client project portal offers ticket management to employee lifecycle tracking for efficient project handling.  

Monday Customer Portal Features

  • Automatic ticket classification
  • Self-service customer experiences
  • Smart ticket routing
  • Knowledge base assistance for agents

Pricing:

  • Free Plan: $0 (up to 2 users)
  • Basic: $9 per user/month (Total $90/ month Billed annually)
  • Standard: $12 per user/month (Total $120 / month Billed annually)
  • Pro: $19 per user/month (Total $190 / month Billed annually)
  • Enterprise: Custom pricing

Also Read
11 Best Project Management Software for Designers in 2025

4. ClickUp

Overview

ClickUp is a project management tool that lets you create client portals for seamless collaboration by inviting clients as guests. It also provides real-time project updates, task tracking, and communication all in one place. With ClickUp, you can streamline your workflows, manage tasks efficiently, and improve work quality. It’s built to save time while delivering better results. 

ClickUp Client Portal Features

Features that you will have with ClickUp Client Portals are—

  • Collaborate on tasks
  • Real-time project updates
  • Track projects and tasks
  • Chat in real-time

Pricing:

  • Free Forever Plan: $0 (unlimited users, limited storage)
  • Unlimited: $5 per user/month (billed per user per month)
  • Business: $12 per user/month (billed per user per month) Best for mid-sized teams
  • Enterprise: Custom pricing

Read More
10 Best Project Management Software for Agencies in 2025

5. Notion

Overview

Notion is an all-in-one project management and collaboration tools. It doesn’t have a dedicated client portal, but you can invite clients and customize their project access. Freelancers and agencies love Notion for its no-code flexibility. With Notion, you can easily manage projects, share updates, and engage with clients visually, all from a single central dashboard. 

Notion Customer Portal Features

  • View projects as a timeline in one place
  • Capture every detail in a table
  • Visualize progress with charts
  • Choose the exact info you want to track

Pricing 

  • Free For individuals to organize personal projects and life
  • Plus $10 per seat/month (For small teams and professionals to work together)
  • Business $15 per seat/month (For growing businesses to streamline teamwork)
  • Enterprise custom price (For organizations to operate with scalability, control, and security)

Read More
10 Best Time Tracking Software for Agencies in 2025

6. Trello

Trello- client Portal

Overview

Trello is a visual project management tool that helps teams easily organize and prioritize tasks. Using a Kanban-style board, Trello enables teams to track projects, collaborate in real-time, and integrate with tools like Google Drive and Slack. 

Trello’s client portal allows clients to access project updates, offer feedback, and stay informed on progress—all in one secure space. With Power-Ups, users can further enhance their boards with features tailored for client collaboration. 

Trello Client Portal Features

Features that you will have with Trello Client Portals are—

  • Custom fields
  • Automation keeps work flowing
  • See your projects from any angle
  • Customizable Templates.

Pricing:

  • Free Plan: $0 (Free for up to 10 collaborators per Workspace)
  • Standard: $5 per user/month (If billed annually ($6 billed monthly)
  • Premium: $10 per user/month(If billed annually ($12.50 billed monthly)
  • Enterprise: $ 17.50USD (Billed annually ($210.00 annual price per user))

 7. Zoho

Zoho

Zoho is a cloud-based project management platform with a client portal feature. This client project portal allows businesses to share project information with their clients in a secure and organized environment. They offer ticket management, viewing knowledge base articles, managing their own information, and accessing documents.

Zoho Client Portal Features

  • Ticket submission
  • Multi-lingual help center
  • Portal customization
  • Real-time analytics
  • Privacy & Security

Pricing:

  • Free Plan: $0 (up to 5 users)
  • Premium: $4 per user/month billed annually
  • Enterprise: $9 per user/month billed annually

8. Dubsado

Dubsado provides a client portal that keeps everything organized and easily accessible. Clients can review contracts, make invoice payments, and complete essential forms—all in one place. With Dubsado, you ensure a professional and secure client experience. The platform features customizable branding and secure logins, delivering a polished and trustworthy interface.

Dubsado Client Portal Features

  • Impress new inquiries
  • Protect client information
  • Customizable, as usual
  • Organized & connected with clients

Pricing

  • Starter Plan: $200/year/ Annual
  • Premier Plan: $400/year/Annual

How to Pick the Best Project Management Software With a Client Portal

Choosing the right project management software that includes a client portal can significantly improve project communication, task management, and client satisfaction.

Step 1: Identify Your Business and Client Needs

Before diving into the options, it’s crucial to outline what you need

List the project management features your team requires (task tracking, deadlines, file sharing, reporting).

What will clients need to see and do within the portal? For example, viewing project progress, providing feedback, accessing documents, etc.

Consider how both your team and clients will need to interact within the platform.

Step 2: Research Available Options

Once you know your requirements, start researching software solutions. Focus on:

Look for highly rated software that integrates well with project management tools.

Make sure the software offers a secure and functional client portal. Check if clients can log in, see updates, and easily communicate.

Ensure the software can scale with your business as it grows.

Step 3: Evaluate Key Features

Not all project management tools are created equal, so prioritize the features that are most important:

Ensure the software allows for clear task assignments, status tracking, and deadline setting.

The ability to share files securely is essential for both your team and clients.

A customizable client portal where clients can view progress, share feedback, and access project documents is key.

Step 4: Test the Software with Free Trials

Most project management tools offer free trials or demos. Take advantage of this to test the platform:

Make sure the software is easy to use for both your team and your clients. A confusing interface will cause frustration.

Have clients try out the portal to ensure it’s intuitive and meets their needs.

Ensure the software integrates with other tools you’re using (email, calendar, document storage).

Step 5: Get Feedback from Your Team

Once you’ve narrowed down your options, involve your team in the decision-making process.

Ask your team members if the software fits into their workflow and if it helps them collaborate efficiently.

Ensure that the communication features work well for internal and client communication.

If you are not sure about these off-the-shelf products, you can also custom-build a client project portal. With over 12 years of experience Technext, provides everything from custom product building to integrating AI into your product.

You can hire an offshore team, from frontend to backend, designer. Technext covered it with world-class developers who built MailBluster, Gradnet, and ThemeWagon.

Step 7: Compare Pricing and ROI

The next step is evaluate the pricing plans and determine which one offers the best value for your business:

Consider if the software’s features justify the price. Ensure you’re getting a good return on investment.

Check if the software offers tiered pricing, and choose the plan that fits your needs as your business scales.

Some tools may offer free plans, but they may lack critical features like client portals or advanced reporting.

Step 8: Make Your Final Decision

After completing all of the above steps, compare your options and make your decision:

Choose the software that best meets your business needs, provides a smooth client experience, and offers good support.

Ensure the tool is scalable and can grow with your business as you expand.

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