| Channel | Publish Date | Thumbnail & View Count | Actions |
|---|---|---|---|
 ClickUp | 2025-02-22 06:49:45 |  289 Views |
We put the best client portal software tools to the test. ️
Before investing in the wrong one, check out our top 10 picks, with in-depth breakdowns of features, pros, and cons.
Make customer interactions effortless with secure file sharing, self-service options, and collaboration tools with these client portals.
Save time and money with the right choice!
Our top client portal recommendations:
0:38 – 1. ClickUp: Customizable workflows + powerful collaboration + client portal templates
1:19 – 2. Zendesk: Ticketing system + knowledge base + multi-channel support
2:01 – 3. Accelo: Automated workflows + project dashboard + time tracking
2:36 – 4. Copilot: Secure file sharing + project collaboration + mobile-friendly design
3:18 – 5. Clinked: Secure document sharing + branded portals + real-time chat
3:52 – 6. OneHub: Advanced security + role-based access + virtual data rooms
4:20 – 7. Moxo: Automated workflows + appointment scheduling + secure messaging
4:54 – 8. MyDocSafe: Electronic signatures + audit trails + workflow automation
5:11 – 9. SuiteDash: Client portal + invoicing + CRM
5:31 – 10. SupportBee: Simple, email-based workflows + self-service knowledge base
Try ClickUp for Project Management here – https://clickup.com/teams/project-management?utm_source=youtube&utm_medium=owned&utm_campaign=yt_owned_ar_aau_acq_content_all-devices_x_lp_x_all-departments_x_youtubeseo&utm_term=2022-01-01&utm_content=us_interest_x
Resources:
1. ClickUp CRM:
https://clickup.com/teams/crm?utm_source=youtube&utm_medium=owned&utm_campaign=yt_owned_ar_aau_acq_content_all-devices_x_lp_x_all-departments_x_youtubeseo&utm_term=2022-01-01&utm_content=us_interest_x
2. ClickUp Client Success Template:
https://clickup.com/templates/client-success-t-109300739?utm_source=youtube&utm_medium=owned&utm_campaign=yt_owned_ar_aau_acq_content_all-devices_x_lp_x_all-departments_x_youtubeseo&utm_term=2022-01-01&utm_content=us_interest_x
3. ClickUp Docs:
https://clickup.com/features/docs?utm_source=youtube&utm_medium=owned&utm_campaign=yt_owned_ar_aau_acq_content_all-devices_x_lp_x_all-departments_x_youtubeseo&utm_term=2022-01-01&utm_content=us_interest_x
4. ClickUp Task Management:
https://clickup.com/features/tasks?utm_source=youtube&utm_medium=owned&utm_campaign=yt_owned_ar_aau_acq_content_all-devices_x_lp_x_all-departments_x_youtubeseo&utm_term=2022-01-01&utm_content=us_interest_x
Compare the best client portal software in-depth:
https://clickup.com/blog/client-portal-software?utm_source=youtube&utm_medium=owned&utm_campaign=yt_owned_ar_aau_acq_content_all-devices_x_lp_x_all-departments_x_youtubeseo&utm_term=2022-01-01&utm_content=us_interest_x
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