Best Project Management Software With Client Portal | Expert Recommendations
This article showcases our top picks for the Best Project Management Software With Client Portal. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.
This product was recommended by Alina Clark from CocoDoc
Solve complex project management issues with our meticulous engineering, beautiful user interface and unparalleled simplicity. Collate project requests from various sources and sort based on your KPIs. Build dynamic project plans that automatically adjust to changing real-world conditions. Easily allocate resources to tasks based on availability, demand and skills. Get real-time visibility into spend budgets, receivables and profitability across projects and portfolios. Gather information about your projects with our fully customizable portfolio dashboards. Share files, discuss and exchange comments with both colleagues and clients via client portals.
This product was recommended by Elisa Bender from RevenueGeeks
Accelo is one of the best project management solutions in the market right now. Its client portal is quite unique in the sense that it is mostly self-service which gives your clients a lot of freedom. The best feature that Accelo has is that it integrates well with your billing method. It keeps track of client payments and invoices which creates a lot of ease for you. Accelo has numerous integration possibilities and will work well with your existing tech stack.
This product was recommended by Gary Beckham from MetalicCards
This is a web-based project management tool designed for software development teams. It allows users to write stories to define project tasks, milestones, and epics, as well as visualize work with drag-and-drop Kanban boards, chart reports, and automate via API access. Shortcut also includes capabilities that make project management for software development teams more complete and straightforward, as well as a cloud-based solution that is scalable enough to fulfill the demands of non-profit organizations all the way up to Enterprise level.
Wrike is one of the leading softwares regarding user interface convenience and project management solutions. It can be used in any industry, that is the extent of its flexibility and diversity. The dashboard is the softwares’ best feature and enables efficient functioning throughout business operations within an organization. You can create, assign and delegate tasks. Everything within the dashboard can be seen without even a single click, such is its accessibility.
This product was recommended by David Reid from VEM Tooling
Whether you need to handle leads, sales pipelines, or onboard customers, monday.com is completely adaptable, so your team can get started right away without any training. The client management interface at monday..com combines Kanban boards and Gantt charts with a simple CRM to facilitate team collaboration. The interface integrates some of its best-known features—boards, reminders, and due date alerts a collaborative workspace. Once you’ve invited a customer in, they’ll be able to @mention your team members, provide input, and approve tasks so that the project may move forward.
This product was recommended by Ouriel Lemmel from WinIt
This software provides multiple modes of interaction and enables seamless unstructured interactions within structured business processes for getting business done, in digital time. You are able to manage client interactions through modern digital automation.
StartingPoint is a workflow management platform for service-based companies and teams that allows collaboration between service and support, projects, team management, and executive management. The platform includes an interactive client portal, full project management solution that includes time tracking, resource management visibility, Gantt charts, and project templates for easy and simple success with clients and projects. Your clients can use the platform. Your team members can use the platform. Your executive management can view all activity inside the platform.
This product was recommended by Steven Walker from Spylix
OneDesk’s client gateway works similarly to a tagging emotionally supportive network with some striking exceptions. The entryway itself is basic: your clients have unlimited authority over their informing. They can sign in to their point of interaction to submit and check the situation with help tickets, track the progress, and focus on issues, so the important stuff gets settled first.
This product was recommended by Stephen Curry from CocoSign
Zoho Projects is a project management software with a portal, designed to help individuals and teams share their work. In order to keep things easy for everyone involved, the software offers an intuitive interface that’s as powerful as it is easy to use. The best part ? It offers features in the Zoho ecosystem of applications, all at an affordable price point that makes keeping track of what’s going on in your company or team easy. Zoho Projects is aptly named, as it allows teams to do more of what they’re good at – project management. This software seamlessly integrates with other tools within the Zoho ecosystem, which means you’re getting a product that doesn’t just offer a suite of applications – but works in tandem with a number of other applications that can help you be productive. The software is available in SaaS and on-premise versions, so you can choose the one that works best for your company.
GuideCX is a client onboarding and project management platform that makes it simple to invite, guide, and engage internal and customer teams on a project. Task automation, transparent project views, and quick access to tasks and status updates—through the portal, email, or mobile app—make it easy for customers to work together simultaneously. The company recently introduced its Navigator Reporting Engine which allows clients to easily forecast never-before-seen metrics like revenue and projected deadlines in a simple, detailed report, eliminating the use of spreadsheets and outside resources.
This product was recommended by Mia Clarke from InvertPro
Basecamp is a web-based application which lets your team manage projects, organize files and coordinate efforts with clients. It is our favorite project management software because it is very easy to use and it has client portal too. The Basecamp client portal helps your clients have access to all the data you are using to manage their projects and to work with you collaboratively.
SuiteDash has been a game-changer for my relationship with clients in terms of providing them with quality user navigation. Its elite client portal boosts brand perception from the client’s perspective because it gives them a professional and reliable experience. With its customizable feature, I am able to tailor make the client portal to match my brand identity and have a more executive appeal. My clients have expressed that they find the website-like interface of SuiteDash to be very user-friendly compared to other project management software.
This product was recommended by Tomek Młodzki from PhotoAiD
Workzone offers an excellent user experience both to my clients and to me. For example, I can customize the collaboration space with the company’s logo and colors so the customer feels that they are contacting the company, not the anonymous client portal. The to-do list and mail reminder features in this software make it convenient for employees. Indeed, your customers and employees can both benefit from Workzone. At the same time, by using the same tool, you can measure and analyze the results..
This product was recommended by Lynda Fairly from Numlooker
The Yapp App is a project management software and client portal that helps you work with clients, manage projects and tasks, and keep track of deadlines. This is not just a project management tool but a complete solution for working with clients for any business. Yapp is more than just a project management tool. It’s an interface between you and your customers. How often do you communicate with your clients? How much of your work is done via email or phone calls? Why not use that time to work on your project. Yapp will help you stay in touch with all your clients, organize your workflow and start conversations about your projects. Yapp is a project management software that helps you keep track of all the necessary details of your project. It gives you an overview of the progress, essential deadlines, and ongoing discussions with your clients. Yapp lets you keep track of all the necessary details of your projects and create tasks related to different processes. You can create tasks and subtasks, organize them into a hierarchy, add due dates and comments, share with your team or assign someone to this task.
Ravetree has developed one of the most cutting-edge project management solutions to hit the market in the last ten years. It has an easy-to-use interface that makes typical operations like project management, file sharing, time tracking, client communication, and digital asset management through the client portal. This program is primarily aimed at project-driven businesses such as design firms, engineering firms, accountancy firms, and software firms.
I like their client portal features a lot. You can easily share projects, tasks, and processes with clients. The interface is easy to use for both sides and there’s never a risk of a client doing something they’re not meant to; Asana makes cooperation very easy. The one thing I wish they had (which they don’t) is more fine, granular settings to limit what clients can and cannot see. It’s all a bit one size fits all out of the box.