Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image.

This solution also offers branded and seamless customer encounters for a company's client. Feature-rich project management software with client portal streamlines workflows. It boosts customer service by providing a secure and user-friendly platform where customers can get significant information.

However, making and rolling out a secure client portal software can be a massive project requiring many moving parts. These pieces comprise the appropriate resources and support.

In this article, readers will learn more about the concept of a white-label client portal. They will also discover five best providers of customer portal software, rated highly by businesses and preferred for their teams and operations.

What Are the Advantages of Using a Client Portal Software?

Client portal software is a tool that provides an online environment for businesses and their customers to access information.

This convenient and secure platform enables companies to share and manage files and communicate among team members. Customer portal software offers businesses many other benefits. Among them are:

1. On-demand Details and Support for Customers

A white-label client portal functions as a customer support center. It facilitates the dissemination of intentional and organized information.

Moreover, the best client portal software prioritizes useful details. These pieces of information are newly released product or service features, popular articles, FAQs, product areas, trending topics, and more.

The best client portal software covers all bases. Business organizations using them do not have to risk the loss of trust in their brand when customers find themselves stuck while using these companies' services or products.

2. Decreases Internal Workload

White-label client portals allow businesses to manually assign, track, and organize customer support requests. This simple change in a workflow frees up time that is otherwise used on repetitive tasks.

Overall, client portal software enhances customer experiences. It manages businesses' most significant client interactions in a single location.

Furthermore, project management software with a client portal assists businesses in offloading massive pressure from operating an enterprise.

Providing a streamlined system, the tool facilitates companies to elevate client ties to their highest potential and offer them a favorable experience.

Best Client Portal Software Companies

The best client portal software providers offer many solutions to business organizations. Companies benefit from their services, for they will always have access to the most precise details for comprehending consumer needs. Five examples of these best companies include:

1) Ahsuite

(Photo: Ahsuite)

Ahsuite is a customer portal software provider that started its operations in 2021. Its founders are Sudhir Kumar, Kevin Frei, and Aaron Hazelett.

Professionals worldwide trust Ahsuite. Additionally, business service and software review site G2 recognized it as among the best client portal specialists.

Ahsuite offers an Agency plan. Among the many advantages of this customer portal software is it allows users to white-label their customer websites on a custom domain.

Businesses using Ahsuite's platform can invite customers to log in from their portal and cooperate with them and their staff. Choosing Ahsuite's Agency plan lets users unlock more benefits, including the following:

a. User-friendly solution

The Ahsuite client portal software is designed to make client communications and collaboration straightforward and streamlined. It is a minimalist and neat platform that does not require users to have technical expertise.

Clients can enjoy simplified collaboration and communication experiences with the Ahsuite software. They can also discuss projects, share files, and get updates, all in a branded and centralized platform.

Thus, the Ahsuite software is ideal for coaches, freelancers, and agencies who want to focus less on client interaction management and more on their work.

b. Secure file sharing

The Ahsuite platform has a protected file management feature. This secure document-sharing feature ensures that sensitive information does not fall into the hands of malicious entities.

Furthermore, Ahsuite's secure client portal software has two-factor authentication, an encrypted team password manager, and a 256-bit AES encryption advantage. This tool offers a more secure technique for sharing documents than conventional emails.

c. Custom domain

Ahsuite users can take their branding one step further by hosting their customer website on a custom domain. Hence, clients can have a professional and seamless experience when accessing their portals. The Ahsuite project management software with client portal gives further boosts to businesses' brand presence.

d. Custom branding

The Ahsuite customer portal software lets users completely personalize their customer website with their own branding, including fonts, color schemes, and logos. This feature ensures a consistent brand or label experience for customers. The custom branding feature also reinforces business identity.

e. Users' teams can get empowered with 20 Ahsuite sub-accounts

With Ahsuite's Agency plan, users will get 20 extra seats for their contractors and staff members. This beneficial feature lets Ahsuite users delegate tasks and manage their teams effortlessly.

Moreover, businesses benefit from a smooth workflow. These advantages are possible with Ahsuite while companies provide their clients with a branded and consistent encounter.

The Ahsuite service is free of charge for up to three users with limited features. This offering also has more comprehensive plans, which are available for a trial that is also free.

Ahsuite's strong set of features makes it stand out. Businesses can perform task management efficiently with the platform and embed different content types into the customer website.

They can also keep all client communications in a single location, even when customers reply through email. With Ahsuite's secure client portal software, businesses can make a memorable and one-of-a-kind experience with their customers.

They will impress their clients, too, and set their enterprise apart from the competition by personalizing their customer portal with their branding.

Furthermore, the customized touch can help businesses entice new customers, keep existing ones, and ultimately drive their organizations' success and growth.

2) Copilot

(Photo: Copilot)

Copilot is a technology platform based in New York City. It opened in 2020 to serve businesses. Hundreds of technology-enabled service companies today run Copilot. These firms operate across various industries, including financial services, marketing, and technology.

In 2022, Copilot raised US$10 million in Series A funding. This company is among the providers of the best client portal software.

Copilot's product suite gives businesses the following benefits:

a. All-in-one solution

Copilot's customer portal software is for firms that run digital professional services. The portal lets business organizations set up an online presence fast.

Furthermore, the Copilot-branded client website allows firms to offer their customers a unified encounter. These companies get a single location to log in, send customers messages, pay invoices, and complete intake forms.

Additionally, the Copilot platform facilitates help desks, file sharing, and signing of documents such as contracts.

b. User-friendly platform

Copilot stands out among its rivals for being a contemporary option that businesses will enjoy using. The platform has a user interface that is simple to use.

Additionally, it has a mobile-first design. The Copilot project management software with client portal is the new standard for service providers for its fast performance and comprehensive branding and customization.

3) SuiteDash

(Photo: SuiteDash)

SuiteDash is among the best client portal solutions providers in the United States. It started its operations in 2012. It has many offerings and not just a client portal software. It is a completely integrated cloud-based platform.

SuiteDash has satisfied the software requirements of most medium and small-sized enterprises, making these clients highly recommend the company.

Among the advantages of using the SuiteDash white-label client portal are the following:

a. Multiple business tools combined into one solution

SuiteDash offers a solution to the problem of many entrepreneurs who have become frustrated with the software. These business owners have spent so much money and time attempting to learn many systems and getting those to work together.

SuiteDash merges the tools that companies most commonly use into one. This client portal software replaces all the core functionality of many software, including the following:

• Custom embeddable forms

• Advanced file exchange

• Project management

• Cloud-based proposals

• CRM / Client management

• Advanced form builder

• Time tracking and billing

• No-code automation builder

• Custom client onboarding

• Appointment scheduling

• File sharing

b. Customizable white label portal with mobile application

SuiteDash allows businesses to personalize the customer website experience. Companies' staff members and customers can access the company's website through its custom URL.

The SuiteDash platform also includes a completely customizable and fully branded login screen, including the company's colors and logo.

Moreover, the SuiteDash solution comprises a white-label mobile application. Users can install this software on their tablet or smartphone and always be in touch, even on the go.

The SuiteDash brand is invisible to users as well. The affordable platform service sends fully white-labeled email notifications.

4) Softr

(Photo: Softr)

Softr is a company based in Berlin, Germany. Its business operations commenced in 2019. Its mission is to make technology accessible to all people. Everything in this service provider is designed to make a business's building experience seamless.

Softr does not require learning and coding experiences from users. The latter can quickly turn their Google or Airtable spreadsheets into mobile or web applications.

Furthermore, Softr provides businesses with secure client portal software. Businesses can make internal tools and custom websites for their operations in minutes, without code.

Softr's bespoke and secure client portal software is trusted by more than 150,000 teams worldwide. Its advantages are the following:

a. High-grade security

As among the best client portal software, Softr's product lets business organizations build protected customer websites tailored to their enterprise.

It is affordable and saves companies from using pricey third-party software that does not fit their requirements.

Furthermore, Softr's solution lets companies keep their private data in Airtable and design a safe custom web application for any user type, whether external or internal.

For added security, Softr uses server-side authentication to safeguard company data. AWS powers this solution for maximum scalability, performance, and high availability.

b. High-quality white-label client portal

Softr allows companies to easily add an eye-catching front end to their databases. These users can select their domain, logo, and colors.

Moreover, Softr's solution enables businesses to personalize their internal and login pages and embed their protected customer website in any webpage. It includes business and social media tools for an on-brand and seamless customer experience.

5) Dock

(Photo: Dock)

Dock is a software platform that drives collaboration and transparency between businesses. This service provider, which opened for business in 2021, aids companies in working better together.

Dock believes business-to-business ties are the economy's heartbeat. It is a revenue-enablement company that makes it easy for clients to set up client portals and onboarding plans.

Dock also enables companies to create project hubs and digital sales rooms. This top provider of customer portal software offers the following benefits:

a. Multi-feature customer website

Dock changes the customer and business' buying experience by offering one destination for clients. This solution lets customers visit a customized portal when they need something, saving the clients from navigating many email threads, random links, and concealed attachments.

b. Moves projects and deals forward

Dock's white-label client portal is easy for customer managers to set up. It enables users to host all the important resources related to client relationships, such as action plans, videos, links, embeds, PDFs, etc.

Dock hosts everything from project timelines, scope, deliverables, and more. Companies can share deliverables and embed the tools they are already using. Then, they will directly receive customer feedback in their Dock space.

Additionally, client managers obtain analytics along the way. This gives progress to their projects and deals. The Dock allows these users to save time.

AhSuite, Copilot, SuiteDash, Softr, and Dock are among the top client portal software providers today. They facilitate a seamless experience for customers.

These companies that offer the best client portals also received positive feedback for budgets as they drive revenue for clients and boost customer relationships effectively.