15 best customer + client portals for 2025

Clients and customers who can't find the information they need may flood your support staff with questions, leading to long wait times and inefficient operations. Client portal software can be the solution—a valuable technology that encourages them to self-serve, giving your team time back to deliver higher quality service for issues that require a human touch.

However, these benefits are only achievable with software that is user-friendly, secure, and scalable with your business and customer base. In this guide, we've compiled a list of client and customer portals so you can find the best solution for your needs and improve your customer experience (CX).

More in this guide:

• What is a client portal?
• Why do you need client portal software?
• Top 8 benefits of client portal software
• What should a customer portal include?
• Client portal software comparison chart
• The 15 best client portal software
• How to choose the right customer portal software for your business
• Frequently asked questions
• Build an AI-powered customer portal with Zendesk

A client portal—also called a customer portal—is a secure, personalized hub for clients or customers to submit and manage their support requests, contribute to your community forum, and access knowledge base articles. This web self-service hub houses your company’s self-service functions in a single, organized place that can live on your website or mobile app.

When integrated with other systems, a client portal can be a one-stop shop for information. Customers can independently view and change account information, get answers to common product questions, and update orders. Businesses can also pair client portals with advanced chatbots like AI agents that can automatically resolve customer requests and surface relevant resources.

Businesses need client portal software because it can streamline the customer experience, improve workflows, and boost customer loyalty.

When customers can get the answers they need, it creates a domino effect of positivity throughout your business. It can facilitate constructive communication, boost agent productivity, and make your clients happier. Adopting this software has several benefits, and we outline some of them below.

Client portals have substantial business benefits, from lowering operational costs to enhancing security. Here are some of the most impactful.

1. Increases customer satisfaction: Many customers don’t want to wait for answers from your support team. Client portals offer around-the-clock access to resolutions, which helps customers get answers faster and frees up your support team to deliver higher-quality service when customers need to speak to an agent.
2. Scales your service operations and lowers support costs with AI and automation: AI-powered client portals enable you to serve more customers with leaner teams, thereby reducing operational costs. For example, when customers submit tickets through the portal, AI can suggest relevant articles to answer their questions and resolve the ticket.
3. Improves efficiency: Client portals use AI-driven self-service tools for ticket deflection, lowering ticket volumes for your support team. This helps agents operate more efficiently and allows your business to assist more customers.
4. Enhances engagement with a community forum: Forum software enhances customer engagement by providing a platform for customers to connect, share experiences, and find solutions. It fosters a sense of community, encourages user-generated content, and allows customers to help each other, often resulting in faster problem resolution.
5. Creates a more personalized self-service experience: A portal gives customers the ability to track their community contributions or the status of their service requests and refer back to them as needed. Businesses can even create different portals for different audiences, further personalizing the self-service experience.
6. Centralizes information: Portals centralize information, making it easily accessible for customers whenever they need it. All relevant resources, such as user guides, FAQs, and product documentation, are available in one convenient location.
7. Tightens security: According to Zendesk Benchmark data, only 4 in 10 customers trust most companies’ existing security measures. A portal with enterprise-level security features like two-factor authentication (2FA) and encryption keeps their data safe.
8. Globalizes customer service operations: You can create portals in multiple languages and for different regions. This makes self-service accessible for non-native speakers, meaning you cater to a much wider customer base.

The right client portal can help you scale easily and securely, address tickets faster, communicate better with your clients, and decrease support costs. It’s a must-have for top-notch client experiences.

Customer portals are only effective if your customers use them. Here’s what your portal should include to ensure a seamless experience for your customers and clients:

• Flexibility: A flexible portal allows you to customize it to customer and business needs. No-code apps and integrations, like in the Zendesk Marketplace, help you easily customize your portal without dedicated IT support.
• Reporting and analytics: Customer portals with reporting solutions like Zendesk can help you track the impact of your self-service efforts with metrics such as ticket volume, ticket deflection rate, and customer satisfaction score (CSAT).
• Knowledge base software: A knowledge base enables customers to self-serve, but an AI knowledge base makes it easy to keep content updated and enhances its quality, encouraging consistent use. For example, AI-powered content cues can identify content gaps from ticket data so you can create new articles with that missing information.
• Live support options and unified communication channels: Your portal should incorporate request management software and allow customers to reach your support team via a ticket form. A more complete, omnichannel customer service tool ensures these requests flow to the same place as the rest of your service channels, enabling seamless ticket tracking and follow-up.
• Generative search: The most intuitive portals use AI to give instant answers to search queries in a help center. No more clicking through endless search results—AI scans related articles and delivers quick, direct answers to clients.
• AI agents: These intelligent bots are pre-trained on billions of real customer interactions and automatically understand customer needs so they can resolve even complex questions. The AI agent can use your knowledge base to search for answers and engage in conversations with your customers to deliver personalized solutions around the clock. For example, Zendesk AI agents are purpose-built for CX, ensuring clients receive the best and most accurate support possible.
• Knowledge management tools: Don’t settle for outdated content that confuses clients. Knowledge management systems can help you gather, store, and update important information. This empowers your team to update the information within your portal efficiently and keep your clients up to date.

Start your search by evaluating the key criteria of these client portal providers.

Your portal software should help you build the exact customer experience you want to provide. We’ve rounded up some client portal examples that can help you do just that.

1. Zendesk

Best for: AI-powered customer and client service

Zendesk offers AI-powered customer portal capabilities as part of our comprehensive customer service software. Like all Zendesk tools, our portal software is purpose-built for customer service, ensuring ease of use for both customers and service teams. Additionally, enterprise-grade security features protect sensitive client and business information.

Our ​​flexible solution features no-code apps, integrations, and templates you can customize according to your business and customer needs and brand guidelines. For example, you can localize your help center in over 40 languages to serve customers in their native language and support multiple brands, products, service tiers, or regions.

AI tools enable you to enhance your customer self-service offerings and assist support teams in keeping the portal up to date. Generative AI tools can turn a few bullet points into complete articles, clarify copy, and adjust the tone. AI-powered Content Cues can identify missing help center topics based on your service data and flag outdated articles to keep your knowledge base current. Generative and semantic search capabilities leverage AI to help customers and clients seamlessly find the information they need without unnecessary clicks.

AI agents, the next generation of AI-powered bots, can use your self-service content to resolve customer issues autonomously. When a client submits a request within their portal, the AI agent can also share relevant articles to reduce ticket volume and provide immediate support.

All customer requests submitted via the portal can be seamlessly tracked, managed, and resolved alongside your other support channels within our industry-leading ticketing system. The omnichannel Zendesk Agent Workspace integrates AI to help service teams deliver fast, accurate, and personalized responses—whether a ticket is submitted via the portal or over messaging, chat, email, or the phone.

Finally, Zendesk equips you with powerful analytics and reporting tools to capture and measure the impact of your self-service efforts.

User reviews

• "Zendesk is by far the best platform for customer support companies."
• "Zendesk makes Tech Support straightforward and organized."
• "User-friendly ticketing system."
• "Unparalleled software."

Pricing: Plans start at $55 per agent/month. A 14-day free trial is available.

Capterra rating: 4.4

Explore more Zendesk pricing plans.

2. SuperOkay

Best for: Agencies and freelancers

SuperOkay is client portal software geared towards freelancers and creative agencies. It allows users to customize its interface to match their company’s branding, including changing the logo, favicon, colors, images, fonts, and login page. The portal is a central hub for project information with third-party apps and integrations like design tools, analytics platforms, and project management software.

Businesses can use the tool to share documents, content, tasks, links, and embedded apps with clients. An interactive client document editor with reusable template blocks allows for simultaneous document editing between parties.

User reviews

• "Elevating Project Management to New Heights."
• "Great product."
• "Support is out the window."

Pricing: Paid plans start at $9 per month, billed annually. A free plan is available.

Capterra rating: 4.8

3. Ideagen Huddle

Best for: Regulated industries

Ideagen Huddle’s client portal allows businesses to collaborate with clients in shared documents. The platform’s cloud-based portal offers a secure environment to house and share sensitive information that is accessible from different channels.

The platform provides government-grade encryption and data security geared toward industries reliant on more secure data practices. Additionally, every action within Huddle is time-stamped and logged, allowing for audit trails when needed.

User reviews

• "I love the support."
• "Useful storage solution."
• "Great tool, although I could do with a bit more flexibility."

Pricing: Contact Ideagen for pricing.

Capterra rating: 4.5

4. Zoho Creator

Best for: Vendor apps and information

Zoho Creator provides a collaboration platform for businesses to build various portals. The software can create portals for client help desks, client support, project management, vendor communication, HR, and order fulfillment.

The software uses drag-and-drop design functionality to customize the portal with the company logo, colors, and visuals. Users can also build customer knowledge bases and create self-service resources for clients, such as articles, FAQs, and how-to guides, as well as a community forum for discussions.

User reviews

• "All in One solution for Mid-Sized Companies."
• "Great for startups."
• "Not so user-friendly."

Pricing: Plans start at $8 per user/month, billed annually. A 15-day free trial is available.

Capterra rating: 4.3

5. Copilot

Best for: Mobile device capabilities

Copilot’s client portal software provides various features for service businesses, including messaging, billing, file sharing, contract management, forms, and more. It’s also accessible on mobile devices, so clients can find information, communicate with teams, or track project progress from their phones or tablets.

Copilot also offers third-party apps and integrations for design tools, reporting, and analytics functionality so businesses can connect additional support tools to their portal. Copilot’s customizable design options for online portals enable businesses to apply their branding to portal appearance and messaging. Additionally, businesses can set up automation for basic tasks like welcome messages, intake forms, and meeting links.

User reviews

• "All in one Portal Solution with ease of use."
• "Portal is great to offer your clients a secure way to log in and receive messages."
• "Good so far."

Pricing: Plans start at $39 per month for one user, billed annually. A 14-day free trial is available.

Capterra rating: 4.6

6. HappyFox

Best for: Streamlined workflows

HappyFox’s client portal software offers self-service options for clients. It enables businesses to build a searchable knowledge base with relevant article suggestions and AI-powered search functionalities.

The community forum that comes included with some plans offers a place for clients to help each other while support agents can observe and contribute solutions to the conversations. Additionally, support agents can monitor these discussions, contribute solutions, identify trends for knowledge base updates, and build custom workflows. Then, users can generate reports on key metrics like customer satisfaction, ticket resolution times, and knowledge base usage.

User reviews

• "Exceptional Customer Service."
• "Happy Fox, Good mix of tools, capabilities, and customization."
• "Does what it needs to do, but not the most user-friendly."

Pricing: Plans start at $24 per agent/month, billed annually.

Capterra rating: 4.5

7. MyDocSafe

Best for: Secure client onboarding

MyDocSafe provides secure customer service portals, including document management, billing, e-forms, ID verification, and automation. Businesses can share files and documents and collect customer data with forms. MyDocSafe also allows for real-time collaboration on Microsoft Office Documents.

With the platform’s customizable workflows, businesses can automate the onboarding process. Users can also create processes within the customer web portal that guide clients through the onboarding journey, send notifications for completed tasks, or ping reminders to sign documents.

User reviews

• "Simplicity and safety."
• "Faster, simpler document security & e-sign software."
• "Company doesn't honor the Lifetime Deal; it sold me as an early adopter."

Pricing: Plans start at $25 per user/month, billed annually. A free trial is available.

8. SupportBee

Best for: Web-based accessibility

SupportBee’s customer portal is a web-based platform that allows clients to submit and check in on support requests. Customers can view their conversation history and reference previous problems, inquiries, and resolutions.

Rather than requiring customers to remember usernames and passwords, agents can send private links that customers can use to access the portal. Secure communication within the ticketing system also allows clients to collaborate with support agents by adding comments, uploading files, and engaging in threaded conversations directly within their tickets.

User reviews

• "Excellent support queue and knowledge base."
• "User-friendly help desk platform."
• "Nice help desk - easy to start and use, but with simple functionality."

Pricing: Plans start at $13 per user/month, billed annually. A 14-day free trial is available.

Capterra rating: 4.3

9. Clinked

Best for: File sharing

Clinked offers businesses the option to brand a client portal template or create an original portal tailored to their specifications. Either way, the portal can consolidate communication between customers and internal teams, and portal administrators can control who views, edits, and downloads content.

The tool provides a central hub for communication between internal teams and clients. It lets businesses distribute files and information to company pages through group chats, one-on-one messages, and public posts. Businesses can also use a mobile app to keep everyone informed while away from their desktops.

User reviews

• "One Portal for Team Collaboration and Client Communication."
• "A great hub for my online community, with many more usage options."
• "A great business-to-vendor project management tool."

Pricing: Plans start at $95 per month, billed annually.

Capterra rating: 4.9

10. Kahootz

Best for: Cross-departmental organization

The online client portal from Kahootz is a centralized communication hub that allows customers to manage their accounts and collaborate with businesses. The software provides security for sensitive data and is transparent with customers about their account activity.

Businesses can customize the Kahootz dashboard to their preferences, including forums, document management, surveys, content creation, and more. Secure document sharing helps teams collaborate to create and manage sensitive internal documents. Online business survey software gives organizations insights into customer feedback while using access controls to keep surveys anonymous.

User reviews

• "Great tool to enable collaborative working on sensitive work."
• "Very convenient bringing all tools into one."
• "The user interface has to be improved."

Pricing: Plans start at £5.5 per user/month, billed annually per month. A 30-day free trial is available.

Capterra rating: 4.7

11. Onehub

Best for: Secure file storage

Onehub is a cloud storage system that lets businesses interact with clients and facilitates collaboration between coworkers. With secure online data sharing, teams can exchange sensitive information and set access permissions. It also lets users generate secure links to grant temporary access to specific files or folders within the portal.

Drag-and-drop uploading with multiple-file capabilities and various supported file times allows for file sharing between teams and clients. Clients can access project documents, share feedback, and work with internal teams via the client portal. Activity tracking enables teams to monitor all client interactions, including file uploads, downloads, and document previews. An activity log saves a chronological record of those access points and usage metrics.

User reviews

• "Onehub is the system that we needed to manage our documents."
• "OneHub for the entire team."
• "One hub is a good storage medium for personal or corporate use."

Pricing: Plans start at $12.50 per user/month, billed annually. A 14-day free trial is available.

Capterra rating: 4.6

12. FuseBase

Best for: Sales and marketing teams

FuseBase enables customers and employees to organize information and collaborate in one place. FuseBase AI gives sales and marketing teams a tool to create and manage content with generative suggestions for upcoming projects. It can analyze discussions to create a task list, summarize a meeting, and source answers to queries from a knowledge base.

The platform also collects data and processes feedback for operational insights. Reporting tools give users a summary of information like client content access patterns or project task completion rates. Then, leaders can use insights to assess knowledge base effectiveness or other operations and processes.

User reviews

• "Keep your client experience simple and customizable."
• "Nice portals, looking for more."
• "Versatile tool for GTD, 2nd brain, and KANBAN Project management."

Pricing: Plans start at $38 per month for up to three team members, billed annually.

Capterra rating: 4.6

13. Accelo

Best for: Invoice consolidation

Accelo is a cloud-based client work management platform with tools to create and manage a client portal. Businesses can grant clients access to relevant data, including account information, requests, quotes, invoices, retainers, and more. Secured by single sign-on options, clients and other stakeholders can use that access to track projects, submit requests, and review documents.

The client portal also features a ticketing system. Clients can submit requests, track their progress, and communicate with support teams directly within the portal. Businesses can view reporting insights on client engagement, usage patterns, and ticket resolution times.

User reviews

• "Integrated, seamless, and well supported."
• "Great system - still some limitation on the functionality and customization possible."
• "Overcomplicated, poor service and terrible training."

Pricing: Contact Accelo.

Capterra rating: 4.5

14. Moxo

Best for: Project management

Moxo is a project management and client portal solution that helps businesses communicate and share information with clients, including purchase orders and opening accounts. Businesses can integrate the Moxo portal directly into their website or use a private mobile app.

Moxo also allows businesses to design customized onboarding playbooks for various client types of situations. Once the organization onboards a client, communication happens through a central hub. That hub can provide insights on features like automated milestone tracking for projects, allowing for progress monitoring.

User reviews

• "Incredibly Helpful."
• "Moxo: the CRM tool with a lot of potential."
• "Great concept, but severely lacking in features."

Pricing: Contact Moxo.

Capterra rating: 4/5

15. Plutio

Best for: Freelancers

Plutio is a client portal software geared towards freelancers and agencies.

Clients can use the platform to access a self-service knowledge base with guides and FAQs and sign on with an SSO option. Administrators can then control the level of access clients have to different articles within the knowledge base.

Insights into client activity, portal usage, and project progress allow businesses to track client metrics in real time and make decisions accordingly. A shared inbox centralizes client inquiries so that your team can view them and collaborate on responses. Real-time support is available through a live chat widget, as well.

User reviews

• "Great all-round software for small businesses."
• "Attempts to be a very all-inclusive, all-in-one program for freelancers and businesses."
• "Task list is insufficient."

Pricing: Plans start at $19 per month. A free trial is available.

Capterra rating: 4.6

Not all client portals are created equal. Here are the key capabilities to consider when evaluating customer portal software:

• Fast time to value: A solution with a learning curve can slow you down and interfere with your capacity to build your existing customer relationships. Zendesk works out of the box, meaning you have a fully functional, AI-powered client portal solution on day one.
• User-friendly experience and design for your team and customers: Clunky interfaces can also slow down interactions, causing frustration. Those poor experiences can cost you clients—unless you have a solution with an intuitive interface designed for the end user like Zendesk.
• Scalability: A CX solution needs powerful AI to compensate for surges in inbound client service and support requests. Zendesk is powerful enough to scale to meet any level of complexity that your business demands, complete with AI and everything else you need to deliver great CX.
• Reporting and analytics: It's important to keep an eye on your customer service metrics to determine if your customer portal is effective. A solution like Zendesk has this information integrated into the software, so you can keep an eye on your operations without skipping a beat.
• Available languages and brands: A global workforce demands a globally-minded solution. With Zendesk, you can support multiple brands, products, service tiers, or regions.
• Security: Client data is sensitive, and features like view permissions help keep that information safe. Single sign-on options create an easy, secure way for clients to access the portal without remembering multiple passwords.
• Integrations: Customer portal software will be a headache for your team if it doesn't connect with the tools you use every day. Ensure you select a solution that can fit seamlessly into your workflow.
• Total cost of ownership: If a solution has all the features above but requires a team of developers to implement and charges extra for add-ons, it can drastically increase your total cost of ownership (TCO). Zendesk is infused with AI at every level so that teams can see value faster and more predictably. There are no hidden fees, and no team of developers is needed to get started, which lowers TCO.

With a solution that meets all of these needs, clients receive effortless service while you lower the cost of delivering it.