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Best Client Portal Software

Marina Schlosser
MS
Researched and written by Marina Schlosser

Client portal software serve as gateway for a business and its clients, where each party can interact with one another remotely. Client portals are a one-stop solution for businesses or organizations that work with multiple external stakeholders or clients. Businesses can use client portals to share and request documents, send project updates and invoices, solicit feedback, and communicate with clients and stakeholders.

The exact functionality of a client portal can vary widely between vendors and use cases. Some vendors will offer an optional client portal attachment to their larger virtual data room software or cloud content collaboration software offering. Many client portals come bundled with project management software features, easily allowing clients to track project progress and businesses to provide transparency to their customers.

Client portals can also offer a variety of supporting features depending on industry. Many vendors will offer industry-specific options or can add extra features to support industry needs. Law firms, accounting and insurance firms, and design studios are among businesses that utilize client portals to communicate with their customers.

To qualify for inclusion in the Client Portal category, a product must:

Provide a client-facing dashboard
Share files and documents within the application
Offer custom branding and/or watermarking features
Structure workflows around content-related procedures

Best Client Portal Software At A Glance

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Highest Performer:
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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
104 Listings in Client Portal Available
(2,738)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
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50% off: $7/user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

    Users
    • Owner
    • CEO
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Small-Business
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Zoho CRM is a customer relationship management tool that allows users to manage contacts, leads, and sales processes efficiently, with customization options and integration capabilities.
    • Reviewers like the intuitive interface, the ability to customize workflows, the integration with other tools, and the detailed reporting and analytics module that aids in decision making.
    • Users mentioned issues such as occasional technical glitches, a steep learning curve for advanced features, limitations in reporting functionality, and slow system loading speed when working with large databases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zoho CRM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    158
    Features
    112
    Integrations
    82
    Lead Management
    76
    Easy Integrations
    66
    Cons
    Learning Curve
    45
    Missing Features
    43
    Integration Issues
    32
    Poor Customer Support
    31
    Slow Loading
    31
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zoho CRM features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 9.4
    8.7
    Billing and Invoicing
    Average: 8.2
    8.7
    Versioning
    Average: 8.2
    8.6
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Company Website
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    103,261 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,715 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu

Users
  • Owner
  • CEO
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Small-Business
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Zoho CRM is a customer relationship management tool that allows users to manage contacts, leads, and sales processes efficiently, with customization options and integration capabilities.
  • Reviewers like the intuitive interface, the ability to customize workflows, the integration with other tools, and the detailed reporting and analytics module that aids in decision making.
  • Users mentioned issues such as occasional technical glitches, a steep learning curve for advanced features, limitations in reporting functionality, and slow system loading speed when working with large databases.
Zoho CRM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
158
Features
112
Integrations
82
Lead Management
76
Easy Integrations
66
Cons
Learning Curve
45
Missing Features
43
Integration Issues
32
Poor Customer Support
31
Slow Loading
31
Zoho CRM features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 9.4
8.7
Billing and Invoicing
Average: 8.2
8.7
Versioning
Average: 8.2
8.6
Feedback
Average: 8.6
Seller Details
Seller
Zoho
Company Website
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
103,261 Twitter followers
LinkedIn® Page
www.linkedin.com
24,715 employees on LinkedIn®
(488)4.8 out of 5
2nd Easiest To Use in Client Portal software
Save to My Lists
10% off: $26-54 per month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aligned is a customer-facing collaboration platform; a Digital Sales Room and a Client Portal that helps GTM teams run a better Sales & CS process, orchestrate complex deals, increase buyer engage

    Users
    • Account Executive
    • Enterprise Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 48% Small-Business
    • 42% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aligned is a platform that consolidates files and information into one link for easy reference, streamlining communication with prospects and reducing workload for account executives.
    • Reviewers appreciate the platform's ability to quickly chat or tag team room participants, its integrations with Salesforce, and the visibility it provides into prospect engagement through analytics.
    • Reviewers mentioned issues with the small size of the content windows, difficulty in making templates by section, and occasional bugs that, while quickly resolved, can disrupt the user experience.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Aligned Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    235
    Team Collaboration
    122
    Sales Efficiency
    121
    Efficiency
    118
    Centralization
    96
    Cons
    Missing Features
    36
    Learning Curve
    24
    Limited Features
    22
    Integration Issues
    21
    Slow Loading
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aligned features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    7.7
    Billing and Invoicing
    Average: 8.2
    8.6
    Versioning
    Average: 8.2
    8.9
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Aligned
    Company Website
    Year Founded
    2021
    HQ Location
    Tel Aviv
    Twitter
    @Aligned_up
    3 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aligned is a customer-facing collaboration platform; a Digital Sales Room and a Client Portal that helps GTM teams run a better Sales & CS process, orchestrate complex deals, increase buyer engage

Users
  • Account Executive
  • Enterprise Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 48% Small-Business
  • 42% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aligned is a platform that consolidates files and information into one link for easy reference, streamlining communication with prospects and reducing workload for account executives.
  • Reviewers appreciate the platform's ability to quickly chat or tag team room participants, its integrations with Salesforce, and the visibility it provides into prospect engagement through analytics.
  • Reviewers mentioned issues with the small size of the content windows, difficulty in making templates by section, and occasional bugs that, while quickly resolved, can disrupt the user experience.
Aligned Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
235
Team Collaboration
122
Sales Efficiency
121
Efficiency
118
Centralization
96
Cons
Missing Features
36
Learning Curve
24
Limited Features
22
Integration Issues
21
Slow Loading
17
Aligned features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
7.7
Billing and Invoicing
Average: 8.2
8.6
Versioning
Average: 8.2
8.9
Feedback
Average: 8.6
Seller Details
Seller
Aligned
Company Website
Year Founded
2021
HQ Location
Tel Aviv
Twitter
@Aligned_up
3 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®

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(488)4.7 out of 5
10th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Softr is the easiest way to turn your data into modern portals and internal tools — no coding or design skills required. It works with your favorite data sources, including Airtable, Google Sheets, Hu

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 91% Small-Business
    • 7% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Softr is a no-code platform that allows users to build websites and customer portals with ease.
    • Reviewers appreciate the platform's ease of use, quick sync with Notion databases and Rest APIs, and the responsive customer support.
    • Reviewers experienced limitations in customization options, high pricing for certain plans, and a lack of video tutorials on platforms like YouTube.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Softr Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    315
    Customer Support
    194
    Easy Setup
    156
    Intuitive
    114
    Integrations
    110
    Cons
    Missing Features
    139
    Limited Customization
    134
    Limited Features
    113
    Limitations
    81
    Lack of Features
    46
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Softr features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.4
    8.1
    Billing and Invoicing
    Average: 8.2
    7.6
    Versioning
    Average: 8.2
    8.3
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Softr
    Company Website
    Year Founded
    2020
    HQ Location
    Berlin, DE
    Twitter
    @softr_io
    14,802 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Softr is the easiest way to turn your data into modern portals and internal tools — no coding or design skills required. It works with your favorite data sources, including Airtable, Google Sheets, Hu

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 91% Small-Business
  • 7% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Softr is a no-code platform that allows users to build websites and customer portals with ease.
  • Reviewers appreciate the platform's ease of use, quick sync with Notion databases and Rest APIs, and the responsive customer support.
  • Reviewers experienced limitations in customization options, high pricing for certain plans, and a lack of video tutorials on platforms like YouTube.
Softr Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
315
Customer Support
194
Easy Setup
156
Intuitive
114
Integrations
110
Cons
Missing Features
139
Limited Customization
134
Limited Features
113
Limitations
81
Lack of Features
46
Softr features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.4
8.1
Billing and Invoicing
Average: 8.2
7.6
Versioning
Average: 8.2
8.3
Feedback
Average: 8.6
Seller Details
Seller
Softr
Company Website
Year Founded
2020
HQ Location
Berlin, DE
Twitter
@softr_io
14,802 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®
(693)4.6 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

    Users
    • Customer Success Manager
    • Head of Customer Success
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planhat Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    144
    Customer Support
    101
    Positive Experience
    84
    Helpful
    83
    Customer Experience
    73
    Cons
    Learning Curve
    52
    Integration Issues
    42
    Steep Learning Curve
    41
    Complexity
    40
    Limitations
    35
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planhat features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.4
    6.6
    Billing and Invoicing
    Average: 8.2
    6.8
    Versioning
    Average: 8.2
    7.1
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planhat
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, Stockholm County
    Twitter
    @Planhat
    1,039 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    170 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users
  • Customer Success Manager
  • Head of Customer Success
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 32% Small-Business
Planhat Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
144
Customer Support
101
Positive Experience
84
Helpful
83
Customer Experience
73
Cons
Learning Curve
52
Integration Issues
42
Steep Learning Curve
41
Complexity
40
Limitations
35
Planhat features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.4
6.6
Billing and Invoicing
Average: 8.2
6.8
Versioning
Average: 8.2
7.1
Feedback
Average: 8.6
Seller Details
Seller
Planhat
Company Website
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Twitter
@Planhat
1,039 Twitter followers
LinkedIn® Page
www.linkedin.com
170 employees on LinkedIn®
(628)4.7 out of 5
14th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:$58.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

    Users
    • Owner
    • CPA
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 100% Small-Business
    • 0% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • TaxDome Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    181
    Automation
    108
    Customer Support
    98
    Client Portal
    75
    All-in-one Solution
    70
    Cons
    Learning Curve
    82
    Time-Consuming Setup
    43
    Missing Features
    39
    Difficult Setup
    38
    Difficult Learning
    37
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • TaxDome features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.4
    8.4
    Billing and Invoicing
    Average: 8.2
    7.8
    Versioning
    Average: 8.2
    8.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    TaxDome
    Year Founded
    2017
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    235 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-

Users
  • Owner
  • CPA
Industries
  • Accounting
  • Financial Services
Market Segment
  • 100% Small-Business
  • 0% Mid-Market
TaxDome Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
181
Automation
108
Customer Support
98
Client Portal
75
All-in-one Solution
70
Cons
Learning Curve
82
Time-Consuming Setup
43
Missing Features
39
Difficult Setup
38
Difficult Learning
37
TaxDome features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.4
8.4
Billing and Invoicing
Average: 8.2
7.8
Versioning
Average: 8.2
8.4
Feedback
Average: 8.6
Seller Details
Seller
TaxDome
Year Founded
2017
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
235 employees on LinkedIn®
(221)4.8 out of 5
3rd Easiest To Use in Client Portal software
View top Consulting Services for Copilot
Save to My Lists
Entry Level Price:$39.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

    Users
    • Founder
    • CEO
    Industries
    • Marketing and Advertising
    • Accounting
    Market Segment
    • 95% Small-Business
    • 4% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Copilot is a client communication and management software that provides a centralized portal for all client interactions, streamlining workflows and improving overall efficiency.
    • Reviewers frequently mention the user-friendly interface, easy navigation, and ability to organize documents, tasks, and updates as key benefits of using Copilot.
    • Users reported limitations in customization, lack of certain features, and issues with integrating external apps as some of the drawbacks of the software.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Copilot Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    96
    Customer Support
    52
    Easy Setup
    49
    Integrations
    48
    Features
    45
    Cons
    Missing Features
    63
    Limited Features
    40
    Limited Customization
    26
    Lacking Features
    25
    Integration Issues
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Copilot features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    8.4
    Billing and Invoicing
    Average: 8.2
    7.4
    Versioning
    Average: 8.2
    8.6
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Copilot
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @copilot
    2,346 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

For modern professional service businesses that want to streamline their operations internally and elevate the client experience externally, Copilot brings together client management, messaging, payme

Users
  • Founder
  • CEO
Industries
  • Marketing and Advertising
  • Accounting
Market Segment
  • 95% Small-Business
  • 4% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Copilot is a client communication and management software that provides a centralized portal for all client interactions, streamlining workflows and improving overall efficiency.
  • Reviewers frequently mention the user-friendly interface, easy navigation, and ability to organize documents, tasks, and updates as key benefits of using Copilot.
  • Users reported limitations in customization, lack of certain features, and issues with integrating external apps as some of the drawbacks of the software.
Copilot Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
96
Customer Support
52
Easy Setup
49
Integrations
48
Features
45
Cons
Missing Features
63
Limited Features
40
Limited Customization
26
Lacking Features
25
Integration Issues
20
Copilot features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
8.4
Billing and Invoicing
Average: 8.2
7.4
Versioning
Average: 8.2
8.6
Feedback
Average: 8.6
Seller Details
Seller
Copilot
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@copilot
2,346 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
(165)4.5 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

    Users
    • CEO
    • Owner
    Industries
    • Financial Services
    • Accounting
    Market Segment
    • 78% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Moxo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Customer Support
    55
    Helpful
    27
    Team Collaboration
    24
    Intuitive
    23
    Cons
    Missing Features
    32
    Limited Features
    18
    Limited Customization
    17
    Lacking Features
    13
    Missing Functionality
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Moxo features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.4
    8.0
    Billing and Invoicing
    Average: 8.2
    8.3
    Versioning
    Average: 8.2
    8.9
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Moxo
    Company Website
    Year Founded
    2012
    HQ Location
    Cupertino, CA
    Twitter
    @PoweredByMoxo
    10,110 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    220 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline collaborative workflows with customers, vendors, and partners. With Moxo, accelerate processes from account acquisition, to onboarding, and servicing. Coordinate with customers, vendor

Users
  • CEO
  • Owner
Industries
  • Financial Services
  • Accounting
Market Segment
  • 78% Small-Business
  • 21% Mid-Market
Moxo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Customer Support
55
Helpful
27
Team Collaboration
24
Intuitive
23
Cons
Missing Features
32
Limited Features
18
Limited Customization
17
Lacking Features
13
Missing Functionality
11
Moxo features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.4
8.0
Billing and Invoicing
Average: 8.2
8.3
Versioning
Average: 8.2
8.9
Feedback
Average: 8.6
Seller Details
Seller
Moxo
Company Website
Year Founded
2012
HQ Location
Cupertino, CA
Twitter
@PoweredByMoxo
10,110 Twitter followers
LinkedIn® Page
www.linkedin.com
220 employees on LinkedIn®
(74)4.6 out of 5
9th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:$29.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    vcita is a complete business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. Automate time-consuming admin tasks like payment coll

    Users
    No information available
    Industries
    • Accounting
    • Alternative Medicine
    Market Segment
    • 89% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • vcita Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Automation Efficiency
    6
    Automation
    5
    Automation Features
    5
    Automations
    5
    Cons
    Expensive
    2
    Inefficient
    2
    Integration Issues
    2
    Manual Deletion
    2
    Missing Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • vcita features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    8.9
    Billing and Invoicing
    Average: 8.2
    7.7
    Versioning
    Average: 8.2
    7.6
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    vcita
    Year Founded
    2010
    HQ Location
    Bellevue, WA
    Twitter
    @vCita
    1,790 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    186 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

vcita is a complete business management solution designed to help busy business owners stay organized and deliver exceptional client experiences. Automate time-consuming admin tasks like payment coll

Users
No information available
Industries
  • Accounting
  • Alternative Medicine
Market Segment
  • 89% Small-Business
  • 9% Mid-Market
vcita Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Automation Efficiency
6
Automation
5
Automation Features
5
Automations
5
Cons
Expensive
2
Inefficient
2
Integration Issues
2
Manual Deletion
2
Missing Features
2
vcita features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
8.9
Billing and Invoicing
Average: 8.2
7.7
Versioning
Average: 8.2
7.6
Feedback
Average: 8.6
Seller Details
Seller
vcita
Year Founded
2010
HQ Location
Bellevue, WA
Twitter
@vCita
1,790 Twitter followers
LinkedIn® Page
www.linkedin.com
186 employees on LinkedIn®
(589)4.8 out of 5
5th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:$19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man

    Users
    • Owner
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 98% Small-Business
    • 2% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • SuiteDash is a business management solution that integrates CRM, project management, invoicing, and client portals.
    • Users like the automation tools within SuiteDash that improve efficiency, the customizable platform, and the ability to automate workflows, keeping everything organized and running smoothly.
    • Reviewers noted a steep learning curve due to the vast number of features, and the time-consuming setup and customization process.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SuiteDash Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    43
    Features
    40
    All-in-one Solutions
    37
    Customization
    36
    Feature Richness
    35
    Cons
    Learning Curve
    41
    Steep Learning Curve
    29
    Difficult Learning
    13
    Initial Overwhelm
    11
    Learning Difficulty
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SuiteDash features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    9.4
    Billing and Invoicing
    Average: 8.2
    8.9
    Versioning
    Average: 8.2
    9.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SuiteDash
    Year Founded
    2012
    HQ Location
    Research Triangle Park, NC
    Twitter
    @SuiteDash
    1,184 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, man

Users
  • Owner
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 98% Small-Business
  • 2% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • SuiteDash is a business management solution that integrates CRM, project management, invoicing, and client portals.
  • Users like the automation tools within SuiteDash that improve efficiency, the customizable platform, and the ability to automate workflows, keeping everything organized and running smoothly.
  • Reviewers noted a steep learning curve due to the vast number of features, and the time-consuming setup and customization process.
SuiteDash Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
43
Features
40
All-in-one Solutions
37
Customization
36
Feature Richness
35
Cons
Learning Curve
41
Steep Learning Curve
29
Difficult Learning
13
Initial Overwhelm
11
Learning Difficulty
10
SuiteDash features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
9.4
Billing and Invoicing
Average: 8.2
8.9
Versioning
Average: 8.2
9.4
Feedback
Average: 8.6
Seller Details
Seller
SuiteDash
Year Founded
2012
HQ Location
Research Triangle Park, NC
Twitter
@SuiteDash
1,184 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
(152)4.9 out of 5
1st Easiest To Use in Client Portal software
Save to My Lists
10% off: $107.10 = 100 Users+Free Guests
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Clinked is a secure, cloud-based client portal and collaboration solution designed to streamline communication and file sharing for teams, project groups, and business clients within a protected envir

    Users
    • Chief Executive Officer
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 58% Small-Business
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Clinked is a secure, scalable, and well-structured platform that provides a professional-looking portal for document sharing, team collaboration, and project management.
    • Users frequently mention the user-friendly interface, easy implementation, real-time communication, and the ability to provide a branded look for their workspace.
    • Reviewers mentioned the steep learning curve for less tech-savvy members, limited task and checklist management, and the need for more integration options with CRM platforms and workflow automation tools.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Clinked Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    70
    Collaboration
    53
    Team Collaboration
    48
    Communication
    45
    Functionality
    39
    Cons
    Learning Curve
    9
    Missing Features
    9
    App Functionality
    8
    Limited Customization
    8
    Lacking Features
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clinked features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.4
    9.3
    Billing and Invoicing
    Average: 8.2
    9.3
    Versioning
    Average: 8.2
    9.5
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Clinked
    Company Website
    Year Founded
    2008
    HQ Location
    Cambridge, UK
    Twitter
    @clinked
    1,327 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Clinked is a secure, cloud-based client portal and collaboration solution designed to streamline communication and file sharing for teams, project groups, and business clients within a protected envir

Users
  • Chief Executive Officer
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 58% Small-Business
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Clinked is a secure, scalable, and well-structured platform that provides a professional-looking portal for document sharing, team collaboration, and project management.
  • Users frequently mention the user-friendly interface, easy implementation, real-time communication, and the ability to provide a branded look for their workspace.
  • Reviewers mentioned the steep learning curve for less tech-savvy members, limited task and checklist management, and the need for more integration options with CRM platforms and workflow automation tools.
Clinked Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
70
Collaboration
53
Team Collaboration
48
Communication
45
Functionality
39
Cons
Learning Curve
9
Missing Features
9
App Functionality
8
Limited Customization
8
Lacking Features
6
Clinked features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.4
9.3
Billing and Invoicing
Average: 8.2
9.3
Versioning
Average: 8.2
9.5
Feedback
Average: 8.6
Seller Details
Seller
Clinked
Company Website
Year Founded
2008
HQ Location
Cambridge, UK
Twitter
@clinked
1,327 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
(611)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Save to My Lists
20% off: $60 /user/month
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Make it easier for your buyers to buy. Streamline your back and forth into centralised, personalised and trackable digital sales rooms. Imagine one space where you can share sales content, video

    Users
    • Account Executive
    • Senior Account Executive
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 51% Mid-Market
    • 38% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Trumpet is a sales platform that provides real-time analytics, customizable deal rooms, and various features for user engagement and conversion rates.
    • Users like Trumpet's intuitive and user-friendly interface, its seamless integrations with other tools, and the ability to create personalized, engaging sales proposals that improve engagement and conversion rates.
    • Reviewers experienced some initial overwhelm with the numerous widgets and customizations, occasional performance lags with larger datasets, and some limitations in template creation and design capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • trumpet Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    248
    Customer Support
    111
    Customizability
    78
    Engagement Tracking
    77
    Customization
    71
    Cons
    Missing Features
    31
    Limited Features
    29
    Layout Issues
    27
    Learning Curve
    22
    Widget Usability
    22
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • trumpet features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.4
    7.4
    Billing and Invoicing
    Average: 8.2
    8.1
    Versioning
    Average: 8.2
    8.8
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    trumpet
    Company Website
    Year Founded
    2021
    HQ Location
    London, GB
    LinkedIn® Page
    www.linkedin.com
    49 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Make it easier for your buyers to buy. Streamline your back and forth into centralised, personalised and trackable digital sales rooms. Imagine one space where you can share sales content, video

Users
  • Account Executive
  • Senior Account Executive
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 51% Mid-Market
  • 38% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Trumpet is a sales platform that provides real-time analytics, customizable deal rooms, and various features for user engagement and conversion rates.
  • Users like Trumpet's intuitive and user-friendly interface, its seamless integrations with other tools, and the ability to create personalized, engaging sales proposals that improve engagement and conversion rates.
  • Reviewers experienced some initial overwhelm with the numerous widgets and customizations, occasional performance lags with larger datasets, and some limitations in template creation and design capabilities.
trumpet Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
248
Customer Support
111
Customizability
78
Engagement Tracking
77
Customization
71
Cons
Missing Features
31
Limited Features
29
Layout Issues
27
Learning Curve
22
Widget Usability
22
trumpet features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.4
7.4
Billing and Invoicing
Average: 8.2
8.1
Versioning
Average: 8.2
8.8
Feedback
Average: 8.6
Seller Details
Seller
trumpet
Company Website
Year Founded
2021
HQ Location
London, GB
LinkedIn® Page
www.linkedin.com
49 employees on LinkedIn®
(221)4.5 out of 5
Optimized for quick response
8th Easiest To Use in Client Portal software
Save to My Lists
Entry Level Price:Starting at $1,800.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jahia is a CMS and a DXP leader that helps organizations across the world create modern websites and portals. Jahia thrives in multisite and multilingual contexts. Content management should be simpler

    Users
    No information available
    Industries
    • Information Technology and Services
    • Chemicals
    Market Segment
    • 44% Enterprise
    • 41% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jahia DXP Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    79
    Features
    59
    Content Management
    56
    Intuitive
    49
    Customization
    44
    Cons
    Learning Curve
    59
    Difficult Learning
    28
    Complexity
    20
    Steep Learning Curve
    19
    Difficult Usability
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jahia DXP features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.4
    8.6
    Billing and Invoicing
    Average: 8.2
    8.7
    Versioning
    Average: 8.2
    9.0
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jahia
    Company Website
    Year Founded
    2002
    HQ Location
    Geneva, Switzerland
    Twitter
    @Jahia
    5,894 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jahia is a CMS and a DXP leader that helps organizations across the world create modern websites and portals. Jahia thrives in multisite and multilingual contexts. Content management should be simpler

Users
No information available
Industries
  • Information Technology and Services
  • Chemicals
Market Segment
  • 44% Enterprise
  • 41% Mid-Market
Jahia DXP Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
79
Features
59
Content Management
56
Intuitive
49
Customization
44
Cons
Learning Curve
59
Difficult Learning
28
Complexity
20
Steep Learning Curve
19
Difficult Usability
18
Jahia DXP features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.4
8.6
Billing and Invoicing
Average: 8.2
8.7
Versioning
Average: 8.2
9.0
Feedback
Average: 8.6
Seller Details
Seller
Jahia
Company Website
Year Founded
2002
HQ Location
Geneva, Switzerland
Twitter
@Jahia
5,894 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
(518)4.4 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

    Users
    • Project Manager
    • Director
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Accelo is a software that manages job quotes, active jobs, projects, and integrates with Quickbooks for billing, offering features like time tracking, invoicing, and progress updates.
    • Users like Accelo's robust automation features for tasks like invoicing, time tracking, and client communication, its seamless ability to bring all aspects of project and client management into one centralized platform, and its rich API that allows deep customization to integrate with other business tools.
    • Reviewers experienced limitations in customizing reports to their exact specifications, found the system a bit tricky to get the hang of, especially with some of the more advanced features, and reported that the software can be expansive and complex, requiring a long time to adjust to and navigate.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Accelo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    21
    Time-saving
    15
    Time Tracking
    15
    Automation
    14
    Project Management
    13
    Cons
    Missing Features
    16
    Learning Curve
    12
    Limited Customization
    10
    Complexity
    9
    Limited Features
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Accelo features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.4
    8.8
    Billing and Invoicing
    Average: 8.2
    8.0
    Versioning
    Average: 8.2
    8.4
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Accelo
    Company Website
    Year Founded
    2011
    HQ Location
    Denver, Colorado
    Twitter
    @accelo
    3,047 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    100 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Accelo is used and loved by professional service businesses around the world to manage their business operations, profitably. The end-to-end cloud-based platform manages all aspects of a deal, from pr

Users
  • Project Manager
  • Director
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Accelo is a software that manages job quotes, active jobs, projects, and integrates with Quickbooks for billing, offering features like time tracking, invoicing, and progress updates.
  • Users like Accelo's robust automation features for tasks like invoicing, time tracking, and client communication, its seamless ability to bring all aspects of project and client management into one centralized platform, and its rich API that allows deep customization to integrate with other business tools.
  • Reviewers experienced limitations in customizing reports to their exact specifications, found the system a bit tricky to get the hang of, especially with some of the more advanced features, and reported that the software can be expansive and complex, requiring a long time to adjust to and navigate.
Accelo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
21
Time-saving
15
Time Tracking
15
Automation
14
Project Management
13
Cons
Missing Features
16
Learning Curve
12
Limited Customization
10
Complexity
9
Limited Features
9
Accelo features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.4
8.8
Billing and Invoicing
Average: 8.2
8.0
Versioning
Average: 8.2
8.4
Feedback
Average: 8.6
Seller Details
Seller
Accelo
Company Website
Year Founded
2011
HQ Location
Denver, Colorado
Twitter
@accelo
3,047 Twitter followers
LinkedIn® Page
www.linkedin.com
100 employees on LinkedIn®
Entry Level Price:$180.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set sec

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 79% Small-Business
    • 17% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DocSend is a tool for secure document sharing, access tracking, and control, primarily used for M&A, fundraising, and sharing sensitive documents.
    • Users like the ability to track who views their files, the ease of setting up data rooms, the syncing with Dropbox, and the ability to promote content and assess which leads it resonates with.
    • Reviewers mentioned that the pricing can be high, especially for new businesses, the transition from the free trial to the paid version can be messy, and the user interface could use some improvements.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DocSend Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    36
    Document Management
    24
    Tracking Features
    21
    Features
    20
    Tracking Activity
    18
    Cons
    Expensive
    15
    File Management
    12
    Lacking Features
    9
    Document Management
    8
    Limited Features
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DocSend features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.4
    6.1
    Billing and Invoicing
    Average: 8.2
    7.6
    Versioning
    Average: 8.2
    6.7
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Dropbox
    Year Founded
    2007
    HQ Location
    San Francisco, California
    Twitter
    @Dropbox
    3,639,417 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,598 employees on LinkedIn®
    Ownership
    NASDAQ: DBX
Product Description
How are these determined?Information
This description is provided by the seller.

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set sec

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 79% Small-Business
  • 17% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DocSend is a tool for secure document sharing, access tracking, and control, primarily used for M&A, fundraising, and sharing sensitive documents.
  • Users like the ability to track who views their files, the ease of setting up data rooms, the syncing with Dropbox, and the ability to promote content and assess which leads it resonates with.
  • Reviewers mentioned that the pricing can be high, especially for new businesses, the transition from the free trial to the paid version can be messy, and the user interface could use some improvements.
DocSend Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
36
Document Management
24
Tracking Features
21
Features
20
Tracking Activity
18
Cons
Expensive
15
File Management
12
Lacking Features
9
Document Management
8
Limited Features
8
DocSend features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.4
6.1
Billing and Invoicing
Average: 8.2
7.6
Versioning
Average: 8.2
6.7
Feedback
Average: 8.6
Seller Details
Seller
Dropbox
Year Founded
2007
HQ Location
San Francisco, California
Twitter
@Dropbox
3,639,417 Twitter followers
LinkedIn® Page
www.linkedin.com
3,598 employees on LinkedIn®
Ownership
NASDAQ: DBX
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client po

    Users
    • CEO
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 82% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • FuseBase (formerly Nimbus) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    32
    Organization
    21
    Team Collaboration
    20
    Centralization
    18
    Client Management
    18
    Cons
    Software Bugs
    4
    Learning Curve
    3
    Missing Features
    3
    Performance Issues
    3
    Slow Loading
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FuseBase (formerly Nimbus) features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.4
    9.4
    Billing and Invoicing
    Average: 8.2
    9.5
    Versioning
    Average: 8.2
    9.8
    Feedback
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Cleveland, ohio
    Twitter
    @nimbuswebinc
    2,979 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client po

Users
  • CEO
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 82% Small-Business
  • 15% Mid-Market
FuseBase (formerly Nimbus) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
32
Organization
21
Team Collaboration
20
Centralization
18
Client Management
18
Cons
Software Bugs
4
Learning Curve
3
Missing Features
3
Performance Issues
3
Slow Loading
3
FuseBase (formerly Nimbus) features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.4
9.4
Billing and Invoicing
Average: 8.2
9.5
Versioning
Average: 8.2
9.8
Feedback
Average: 8.6
Seller Details
Year Founded
2014
HQ Location
Cleveland, ohio
Twitter
@nimbuswebinc
2,979 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®