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Client Portal Software Directory — Give Clients a Branded Experience

Compare the best client portal software for agencies, freelancers, and service businesses. Features, customisation, and pricing reviewed.

Overview

A client portal gives your clients a professional, self-service hub to view project progress, submit requests, approve deliverables, and pay invoices. For agencies and freelancers, it reduces email back-and-forth and builds trust through transparency.

Selection Criteria

Do you need the portal integrated with your PM tool, or as a standalone product?Is white-labeling (custom domain, branding) important for your agency?What client-facing features do you need (messaging, file sharing, invoicing)?Can clients submit requests and tickets through the portal?

Directory

Refront

Included in Pro plan (€19/user/month)4.8/5

Built-in client portal integrated with ticket management, time tracking, and invoicing. Clients see project progress, submit tickets, review quotes, and pay invoices — all branded with your agency identity.

Integrated PortalWebsite

Copilot

Starter from $29/month4.5/5

Client portal platform for service businesses with messaging, file sharing, contracts, billing, and helpdesk. White-label with custom domains.

Service BusinessWebsite

SuiteDash

Start from $19/month4.3/5

All-in-one business platform with client portal, CRM, project management, invoicing, and marketing tools. Extensive customisation options.

All-in-OneWebsite

Moxo

Custom pricing4.4/5

Client interaction hub with secure messaging, document exchange, digital signatures, and workflow automation. Built for professional services.

Client InteractionWebsite

Softr

Free basic, Basic from $49/month4.4/5

Build custom client portals from Airtable data with no code. Pre-built templates for dashboards, resource libraries, and project trackers.

No-Code PortalWebsite

Read also

  • Proposal Software
  • Project Management Tools
  • Client Portal Setup Example

Frequently Asked Questions

What is the best client portal for agencies?

Refront offers the most integrated solution — clients access project status, submit tickets, and pay invoices in one branded portal. Copilot is excellent for service businesses wanting a standalone portal.

Do clients prefer portals over email?

Research shows clients prefer self-service access to project status and invoices. A portal reduces email clutter and gives clients 24/7 visibility without waiting for your team to respond.

Can a client portal reduce support workload?

Yes. By giving clients self-service access to project status, invoices, and documentation, a portal can reduce client inquiries by 40-60%, freeing your team for billable work.

Ready to get started?

Try Refront for free and discover how AI automates your workflow.

Try for freeView pricing

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