What is Client Portal?

Set yourself apart in the marketplace by providing your clients with a highly efficient and user-friendly client portal. This Client Portal integrates smoothly with WordPress, allowing you to manage client projects without the confusion that often accompanies conventional project management systems. Projects frequently descend into disorder; if you are involved in client work, you undoubtedly understand the hurdles of keeping track of multiple tasks and deliverables. A significant portion of the documents exchanged is typically sent through email, which can easily become buried in the cluttered inboxes of both you and your clients. Whether you need to retrieve a proposal from months past to clarify project details or your client is on the hunt for a Google document containing an important draft, such scenarios can lead to unnecessary frustration. The Client Portal is an uncomplicated, lightweight WordPress plugin that can be swiftly integrated into your site, offering clients a systematic way to monitor project developments and access essential files whenever they need them. Say farewell to repetitive requests like "Could you resend our logo? I can't find it!" as this innovative solution guarantees that everything is precisely where it belongs. By elevating your clients' experience, you'll not only improve communication but also boost overall satisfaction, ultimately strengthening your professional relationships. In a competitive landscape, a well-organized portal can be the key differentiator that enhances your service offerings.

Pricing

Price Starts At:
$199 per year
Price Overview:
$399 per year for multi-site license

Screenshots and Video

Client Portal Screenshot 1

Company Facts

Company Name:
Client Portal
Company Location:
United Kingdom
Company Website:
client-portal.io

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Client Portal Categories and Features

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

More Client Portal Categories

Client Portal Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Owner
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great plugin tool!

    Date: May 16 2020
    Summary

    Overall it's a great plugin you can use for setting up dashboard portal logins for your customers on WordPress.

    Positive

    Super easy to set up and use on any WordPress site. Creates a dashboard you can customize to their needs.

    Negative

    It is a little confusing on how it works when implementing.

    Read More...
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