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Best Enterprise Client Portal Software

Marina Schlosser
MS
Researched and written by Marina Schlosser

Products classified in the overall Client Portal category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Client Portal to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Client Portal category.

In addition to qualifying for inclusion in the Client Portal Software category, to qualify for inclusion in the Enterprise Business Client Portal Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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.

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5 Listings in Enterprise Client Portal Software Available

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    G2 Score
Jahia DXP
(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®
Aligned
(488)4.8 out of 5
2nd Easiest To Use in Client Portal software
Save to My Lists
DealsSpecial offer!
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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trumpet
(611)4.7 out of 5
Optimized for quick response
4th Easiest To Use in Client Portal software
Save to My Lists
DealsSpecial offer!
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®
Zoho CRM
(2,738)4.1 out of 5
Optimized for quick response
View top Consulting Services for Zoho CRM
Save to My Lists
DealsSpecial offer!
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®
Accelo
(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®
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5 Listings in Enterprise Client Portal Software Available

  • Sort By:
    G2 Score