18.2
FuseBase is a client collaboration platform with project-management features for service businesses.
Free planAndroidiOSWeb
Alternatives to MyDocSafe
27.9
Plutio combines client and project management, billing, and workflows in one platform for freelancers, agencies, and small teams.
AndroidiOSWeb
37.8
ManyRequests is an agency platform that brings client portals, requests, time tracking, billing, CRM, and reporting together.
AndroidiOSWeb
- 4
Assembly
Assembly combines an AI app builder, CRM, and branded client experience for creating client-facing apps and internal tools.
Free planWebAPImacOSWindows7.7From $29 a month - 5
Salesforce Experience Cloud
Salesforce Experience Cloud creates branded digital experiences such as portals, help forums, support communities, and sites for customers, partners, and employees.
AndroidiOSWebAPI7.5 - 6
Kitchen.co
Kitchen.co is a client portal for agencies that combines projects, incoming requests, tasks, messages, invoices, and files.
Free planAndroidiOSWeb7.4From $29 a month - 7
Clinked
Clinked provides branded client portals for organizations sharing files, coordinating tasks, handling approvals, exchanging messages, and posting project updates.
AndroidiOSWebAPI7.2From $11 a month - 8
FormaPortal
FormaPortal provides organisations with a branded web portal where clients, members, vendors, investors, partners, or other contacts can sign in,…
WebAPI7.1From £49 a month - 9
Xpand Portal
Xpand Portal gives customers, vendors, partners, or contractors self-service access to ERP information and workflows.
Free planWebAPISelf-hosted7.1From €399 a month - 10
Dock
Dock is a revenue enablement platform for sales, customer success, and marketing teams.
Free planWebAPIExtension7.0From $350 a month - 11
ProjectSend
Free planWebAPISelf-hosted7.0From $19 a month - 12
SuiteDash
AndroidiOSWeb7.0From $180 a year - 13
Accupe
Accupe combines practice management, client onboarding, e-signatures, and AI for professional firms, including UK and UAE accounting practices.
AndroidiOSWeb6.9From £20 a month - 14
Rocketlane
Rocketlane is a professional services automation platform for teams managing service delivery and customer implementations.
AndroidiOSWebAPI6.9From $49 a month - 15
Client Hub
Client Hub is accounting practice management software for firms that need to turn client communications into assigned work and coordinate workflows…
AndroidiOSWeb6.8From $49 a month - 16
Moxo
Moxo is an AI-native platform for orchestrating business processes, with workflows that handle branches, exceptions and escalations while keeping people involved.
AndroidiOSWebAPI6.8From $5,000 a year - 17
Onehub
Onehub is a paid cloud service for storing and sharing business files through web, iPhone, and iPad apps.
iOSWeb6.8From $12.50 a month - 18
SuperOkay
SuperOkay is a web-based, white-label client portal for agencies and freelancers to exchange files, assign tasks, collect approvals and sell services.
Free planWeb6.8From $12 a month - 19
Ziggu
Ziggu combines project management with a client portal for teams running custom, multi-stakeholder projects.
AndroidiOSWebAPI6.8From €11 a month - 20
Assembly
AndroidiOSWeb6.6From $36 a year - 21
Content Snare
Content Snare is a client portal for collecting documents and information and handling client onboarding.
WebAPI6.6From $42 a month - 22
JuriOS
Web6.6From C$69 a month - 23
OnBrio
Free planWebAPI6.6From $29 a month - 24
Tarkle Portal
Tarkle Portal is a web-based cloud storage and file-sharing service for freelancers, agencies, and client-facing businesses.
Free planWeb6.5From $288 a year - 25
Foyer
WebAPI6.3From $19 a month - 26
Wayfront
WebAPI6.3From $99 a month - 27
GUIDEcx
GUIDEcx is customer onboarding software for teams managing implementation projects with customers.
AndroidiOSWebAPI6.2 - 28
6.1From ₹799 a month - 29
Clio for Clients
AndroidiOSWeb5.5 - 30
Zoomforth
WebSelf-hosted5.5