Key features of free client portal software

A client portal software is a dedicated workspace for you and your clients to share documents and information in a secure environment. Naturally, the complexity of these workspaces depends on the type of work you’re doing for your client, the industry they’re in, and the size of the organizations involved. For instance, larger teams may require more robust knowledge hubs, ticket management features, and multi-channel customer support — which can be pricier and more difficult to set up.

On the other hand, small businesses should look for client portal software that adds to existing workflows and systems instead of complicating them. You’ll want to evaluate your client portal software according to criteria such as:

• Ease of use: The software must be easy to set up with the available resources or provide you with a rich library of pre-built applications and templates. Ultimately, it should take you minutes and not weeks to get a client portal up and running.
• Customization capabilities: Personalizing the portal to match your branding and project needs creates a seamless experience for clients and builds trust.
• Integrations: Find a portal that connects seamlessly to your tools to store client data, documents, and resources so you’re not wasting time fixing broken connections or working in multiple systems.
• Collaboration features: Get a tool that makes client engagement accessible, whether through messaging or features that enable real-time visibility into project updates.
• Automation: Use workflow builders and triggers to automate administrative tasks and alerts.
• Security: Implement a software system that protects client data from unwanted third parties through features like access controls, credential sharing systems, and Single Sign-on (SSO).
• Scalability: Find a client portal that you won’t outgrow quickly as the volume of customer interactions increases so you aren’t constantly worrying about upgrades, broken integrations, or inconvenient user experiences.

From forever free plans to free trials, we reviewed the most popular client portal tools according to software users. We've broken them into sections for fully free and trials.

3 free client portal software

Softr

G2 rating: 4.8/5 stars (346 reviews)

Capterra rating: 4.7/5 stars (60 reviews)  

Softr helps small businesses and agencies turn information from spreadsheets and fragmented data sources into customizable client portals — without any coding from your developers. Connect Softr to your existing data in popular sources like Airtable, HubSpot, and Google Sheets and funnel client information into a custom application you build from the ground up. Create an on-brand and user-friendly portal interface with a simple drag-and-drop builder and over 100 pre-made blocks. With easy access to templates, logic builders, and permissions management, businesses can get a fully functional client portal up and running in minutes.

Softr bridges unique user interface design with the must-have features of any client portal. Browse over 100 templates to equip your portal with client communication channels, ticket management systems, self-help resource centers, and custom dashboards showing clients your work's value in real time. The platform’s native integration with Stripe gives clients a fast and secure way to send payments directly through the portal — and of course, checkout pages are completely customizable, too, so you can build trust with a seamless and branded payment process.

Pricing:

• Softr's free plan offers:
• 5 internal users
• 100 external users
• 5 workspace collaborators
• Unlimited applications
• 1,000 records per block
• Softr’s most popular plan for small businesses starts at $139 per month
• See all of Softr's pricing here

Product features:

• Integrations with popular business tools
• Billing and payments
• Reporting and analytics
• Document management
• Project management
• Workflow automation
• Security and permissions management
• Brand customization
• Over 100 pre-built application templates

Key integrations:

• Airtable
• HubSpot
• Google Sheets
• Stripe
• Google Analytics
• Intercom
• MailChimp

SuperOkay

G2 rating: 4.6/5 stars (39 reviews)

Capterra rating: 4.8/5 stars (9 reviews)  

SuperOkay is a client portal tool built for creative agencies who want a quick setup and robust file management for sharing and collaborating on designs. Its simplicity makes it suitable for businesses with little-to-no developer resources. You can use the client portal to streamline your client’s most important links and a shared timeline of documents, tasks, and project updates. The platform also has interactive documents that you can use in your design projects to collect information, brainstorm ideas, or create proposals.

SuperOkay integrates with popular design tools and project databases to share documents like Figma prototypes, Miro boards, and creative assets in Google Drive folders. Portals and login pages can be customized to include branding colors, fonts, and logos. Beyond that, customization features are limited. Businesses can use reusable portal blocks and explore templates for creative briefs and proposal templates to get their projects going.

Pricing:

• SuperOkay's free plan offers:
• 1 client
• 10 documents
• no team members
• 1 client contact
• Plans start at $9 a month

Product features:

• Integrations with third-party tools
• Branding customizations
• Project and task management
• Interactive documents

Key integrations:

• Figma
• Airtable
• Miro
• Google Drive

Ahsuite

G2 rating: 4.7/5 stars (84 reviews)

Capterra rating: 5/5 stars (19 reviews)  

Ahsuite is a client portal for service businesses, agencies, and small businesses. With a simple and intuitive interface, you can easily navigate core features and client communication within a digital workspace. With Ahsuite, businesses can embed documents in a secure environment — including Figma boards, analytics, and multimedia files. Manage access and permissions to files and documents with a team password manager that simplifies how you share login credentials with the right clients and internal stakeholders.

The platform’s emphasis on its minimal and sleek design is suitable for businesses that want to help clients sift through information quickly to find what they need. This helps businesses reduce administrative tasks related to file storage and organization, but it limits your portal customization options to serve clients with different needs. Instead of third-party integrations, businesses must use embed codes to add content from external tools to Ahsuite pages. Popular embed sources include Airtable, Google Workspace, Microsoft Office, Figma, and Tableau.

Pricing:

• Get started with Ahsuite’s free plan
• Paid plans start at $6.50 per month

Key features:

• File management and sharing
• Task management
• Client messaging
• Timestamped note-taking
• Password manager
• File, dashboard, and app embeds
• Integrations

5 client portal tools with free trials or features

Dock

G2 rating: 4.9/5 stars (110 reviews)

Capterra rating: N/A

Sales and customer-facing teams use Dock to centralize client operations and facilitate a smoother renewal process. Although its plans are suitable for smaller agencies, it’s also tailored to meet the needs of startups and organizations in high growth. This audience lends itself to Dock’s emphasis on reporting and analytics to measure customer engagement, create custom quotes, and sign order forms.

Dock has robust features for client collaboration, including different views and timelinesto manage multi-phase projects. You can add detailed information into each task, such as links, embeds, and auto-populated due dates based on the start or end date of a broader project. The portal allows businesses to customize sections and pages with a workspace editor, templates, and branding elements.

Price:

• Dock has a free plan without client portals
• Client portals are available starting at $49/month

Product features:

• File sharing and management
• Reporting and analytics
• Surveys and order forms
• Branding customizations
• Integrations with third-party tools
• Project management
• Client communication

Key integrations:

• Hubspot
• Salesforce
• Slack

Copilot

G2 rating: 4.8/5 stars (146 reviews)

Capterra rating: 4.9/5 stars (20 reviews)  

Copilot is a platform for professional services businesses to manage and streamline client-facing operations. You can use it to build a customer relationship management (CRM) database, create branded invoices, manage contracts, and send messages to customers. The foundation of this customizable platform are Copilot Apps that you can add to your workspace. For example, your client portal might include messages, billing, and forms apps. Integrations with third-party software are also embedded in your portal as apps. If an integration is not in the Copilot app store, you can explore integrations with workflow automation tools like Zapier or Make.

Copilot does not have UI editing functionalities, but businesses can customize their client portal or workspace's default homepage to add introductions or instructions. You can build custom web applications, but you’ll need developer know-how to work with Copilot’s software development kit (SDK) and APIs.

Pricing:

• 14-day free trial
• Plans start at $29 a month per user

Key features:

• Integrations with popular business tools
• Billing and payments
• Client messaging
• Document and contract management
• Workflow automation
• Security and permissions management
• Developer SDKs and APIs

Key integrations:

• AirTable
• Google Workspace
• Calendly
• Trello

Clinked

G2 rating: 4.8/5 stars (92 reviews)

Capterra rating: 4.9/5 stars (80 reviews)  

Clinked helps businesses enable clients to manage their files and have access to important documents on the go. It’s a secure cloud system that’s especially impactful for businesses managing sensitive information or high-volume files, like those in banking, legal, and accounting. The platform’s Virtual Data Room is equipped with bank-grade security so businesses can use Clinked to share information with clients while maintaining auditing requirements and tracking all activity. Manage tasks like document requests, approvals, calendar scheduling, and direct communication with clients from within the portal.

When it comes to portal customization, Clinked gives businesses the option for a quick setup or a custom solution. But if you’re looking for a platform that meets specific design requirements, Clinked doesn’t have robust UI editing features. Instead, you’ll have to engage with their team to kick off a tailored design process. This process can take anywhere from two weeks to under a month.

Pricing:

• 10-day free trial
• Plans start at $119 a month

Product features:

• Zapier integrations
• Task and project management
• Group chat
• File sharing and storage
• Reporting and analytics
• Security features
• Client portal APIs

Key integrations:

• Google Workspace
• Salesforce
• OneDrive
• Jotform

Moxo

G2 rating: 4.5/5 stars (128 reviews)

Capterra rating: 4.1/5 stars (16 reviews)  

Moxo helps businesses scale custom processes with external parties — like customers, vendors, and partners. Instead of apps, the building blocks of a Moxo workspace are workflows. A Moxo Flow is a customizable workflow that users can create with a drag-and-drop builder. You can use Moxo actions to add tasks like file requests and document eSignatures or set up notifications to keep workflows running smoothly. Moxo’s workflow-driven templates allow businesses to assign roles and permissions for seamless handoffs with internal and external stakeholders.

You can build your client portal on Moxo with standard templates, build your own private-labeled application, or embed Moxo capabilities into existing mobile or web applications. However, these call for developer resources to maximize Moxo’s SDKs for client personalizations. Launching your own private-labeled app can take a few days to a few weeks.

Pricing:

• Three pricing tiers
• Pricing only available after contacting sales

Product features:

• Workflow automation
• File management
• Reporting and analytics
• Branding customizations
• Integrations with third-party tools
• Client messaging and meetings
• Mobile and web SDKs
• Security

Key integrations:

• HubSpot
• Salesforce
• DocuSign
• Zoom

Flowlu

G2 rating: 4.7/5 stars (197 reviews)

Capterra rating: 4.8/5 stars (327 reviews)

Flowlu is a comprehensive client portal software used by companies of all sizes, from business consultants and agencies to large institutions and enterprise departments. It’s a strong choice for businesses that want to streamline complex client operations into a single platform. The client portal works seamlessly with other core Flowly features like financial management, knowledge bases, online invoicing, issue tracking, and an online customer relationship management system.

The Flowlu portal best suits teams who want to empower clients with robust project and task management capabilities, knowledge bases, and payment or expense tracking. Within the portal, you can communicate directly with clients via chat threads and mentions to assign action items and follow up on tasks and invoices. You can customize what’s in your portal by toggling permissions for different categories and fields instead of building an experience based on templates.

Pricing:

• Flowlu has a free plan without client portal capability
• The client portal is available in the Team plan for $29 a month.
• You can try the Client Portal feature for free for 14 days.

Product features:

• Project and task management
• Document builder
• Invoice and financial management
• Team chat, mentions, and comments
• Knowledge base
• Integrations with third-party tools

Key integrations:

• Stripe
• Calendly
• Zendesk
• Jira

Build stronger customer relationships with an agile client portal software

When managing client relationships at scale, a client portal that can elevate your existing tech stack and communication channels makes all the difference. You’ll see more short-term value and long-term productivity gains by building a portal that meets your client needs instead of forcing your workflows to fit into a new solution that your clients may not be proficient in (or the time to learn about it, too!)

Softr helps small businesses and agencies act quickly on data from different sources, whether in an Airtable database or a master spreadsheet that governs their most critical operations. Pull the right information into a seamless client-facing application that you can update and share in real time without lengthy implementation cycles, high developer investment, or costly licenses. To start building a custom client portal that checks all your boxes, create a Softr account for free, and check out this video tutorial!