Best and most amazing client portal software will be described in this article. Let’s be honest: client demands are infinite. They will constantly have an endless supply of queries, questions, and requests. The outcome? They grow overly reliant on your helpers.
You can empower your customers, minimise agent workload, promote self-service, and provide a pleasurable experience with the best client portal software.
Therefore, if you want to create your own client portal but are unsure of where to begin, we can assist you. In this portal, we’ll define client portals, go over their numerous business benefits, and then look at 10 client portal tools that will be popular in 2022.
Client Portal Software: What is it?
What is the Process of Customer Portal Software?
Client portal software advantages
Client Portal Software: Give Your Clients More Power
Client Portal Software: What is it?
Customer portal software, often referred to as client portal software, enables your company to establish a platform where clients may access pertinent product/service information, follow up on their requests, communicate with other clients, and more.
Customers can quickly access a client portal around-the-clock via a web browser or mobile app. You can permit clients to create their own accounts and check in whenever they require information in order to protect their privacy.
What is the Process of Customer Portal Software?
You can create a specific client portal for your company using client portal software. Once you create an account and log in, you may modify your portal to reflect the overall style and appearance of your company. For more customization, you can select from pre-made templates or themes, add images, colours, and your business logo.
You may now decide who has access to your support portal after you make it live. You may protect the private information of your clients by using security features like password protection and single-sign-on.
Customers may now access useful information utilising your portal in the form of FAQs, articles, videos, etc. They can even keep track of open or closed support tickets, communicate with other customers, and provide comments to help you make your self-help materials better.
Client portal software advantages
Your company might get a number of advantages by investing in the correct client portal system. Let’s talk about them now.
1. Provide Information 24×7
ProProfs Knowledge Base: customer service portal software
Utilizing customer service portal software enables you to compile all the data that may improve how well your consumers use your goods or services. You can add step-by-step instructions, stream tutorial videos, post how-to articles, and much more.
What advantages can your company expect from making knowledge accessible around-the-clock? You don’t have to force people to phone or send an email for simple issues, though. Customers can discover pertinent information whenever they need it, which will lower costs and fewer support tickets for your company.
Self-service is popular with customers, especially when they require prompt assistance. Giving clients everything they require fosters confidence and trust. It demonstrates that your company is dedicated to the growth and success of your clients and is actively working to make their lives simpler. More than 80% of viewers prefer these educational videos with subtitles, therefore many firms employ them as a key component of their social media growth plan.
Continue reading: 15 Sure-Fire Ways to Reduce Support Ticket Volume
2. Reduce employee workload
Although client interactions are beneficial for every business, you wouldn’t want to overwhelm your employees with unending problems or demands. They will become mentally exhausted as a result and be diverted from pressing problems.
You may reduce staff work and prevent human mistake by using a well-designed customer portal. For instance, you may make it simple for clients to get started using your product by posting user manuals. So, staff employees can concentrate on other crucial responsibilities rather than responding to consumer inquiries about the features or usage of a product.
3. keep client data Secure
How can you protect your client’s critical information and privacy? Sharing files with your clients across several emails is not only time-consuming and annoying, it’s also “not secure.”
The best client portal software will allow you to protect sensitive data and prevent data breaches. To secure your content, a client portal offers password and privacy management options including single sign-on. Additionally, you can protect information by giving internal teams access based on their roles.
4. Enhance the client Experience
Did you know that for straightforward customer service tasks, almost 60% of US clients choose automated self-service? Yes, today’s customers seek for experiences that are low-friction and give them a sense of control.
You can let customers discover more about your company or product offers at their own speed with a client portal app or website. From a single platform, they can read announcements, give helpful suggestions, and hear about new product releases.
Continue reading: Customer Experience Strategy 101: The New Marketing
Top 10 Best Client Portal Software In 2024
Top 10 Best Client Portal Software are explained here.
There are many different types of customer portal tools; some are geared toward project collaboration, while others are geared toward self-service and help desk ticketing. The top 10 online client portal programmes for this year are listed below:
1. ProProfs Help Desk
You can handle all client communications in one location with ProProfs Help Desk. Unlike other solutions, our free client portal software has a potent mix of self-service and help desk ticketing features.
You can enable clients to locate pertinent assistance at their own pace by developing a 24 hour service portal. To clearly explain to different people and groups what is expected of them, you can assign them certain roles that specify their permissions. To complete it easier for clients to access information whenever they want, wherever they are, you may even implement single sign-on (SSO) on your portal.
Top characteristics of the ProProfs Help Desk:
Control client conversations through email, live chat, a service portal, online forms, etc.
Give internal team members responsibilities like those of an administrator, editor, or contributor.
Promote self-service and lessen the reliance of customers on emails and phone calls
CSAT and NPS surveys should be shared to track client satisfaction.
Upload guides, manuals, FAQs, articles, videos, and a lot more.
We think that ProProfs has strong SEO features that can assist you improve search engine exposure.
What could be improved: More third-party integration options for this tool are something we would really want to see. Also check Infrastructure monitoring software
Plans for the ProProfs Help Desk include:
Minimum: $10 per agent every month
Premium: $15 per agent per month
Enterprise: On request only
2. Zendesk
Client portal software from Zendesk enables users to keep track of various activities in one location. Customers may simply verify knowledge base articles, rate their effectiveness, and examine the status of their issues or requests, among many other things.
Customers may also submit new requests by filling out a brief form if they are having any issues. To ensure that your agents have access to all the pertinent data they require to address a problem, your company can alter these online forms and select key fields.
Top Zendesk Features
Enabling clients to view previous support encounters
To make your portal consistent with your brand identity, add your company’s logo and themes.
Permit support staff to update material so that it is consistently pertinent for customers.
Make several customer service offices that serve various markets or brands.
Keep your help centre accessible to all users or limit it to certain users
What we liked: The Zendesk customer portal is incredibly user-friendly because everything is clearly organised.
What might be improved: The themes are fairly simple and could be made better. This is another client portal software.
Plans for Zendesk include:
Suite Team: $49 per month per agent
Suite Growth: $79 per agent per month
Suite Professional: $99 per month per agent
3. Zoho Desk
The online client portal for Zoho Desk
You may build a client portal with Zoho Desk that serves as a safe digital entrance for your clients. You can educate your customers about a variety of things, such as new features, future specials, and updates on your products.
Zoho has done a fantastic job with customization. The online client portal for Zoho Desk offers numerous sophisticated customising choices in addition to branding fundamentals like theme and logo. For example, your team may use HTML and CSS editors to create your portal resemble the website for your business.
Top characteristics of Zoho Desk
Create numerous assistance centres for your various businesses to serve a larger customer base.
Enabling immediate ticket submission via the portal for customers
To limit who can access your portal, set access restrictions.
Keep track of the engagement and self-service behaviour of your customers.
Make customers track their own ticket statuses to promote self-service.
What we liked: Your clients can communicate in the language of their choosing thanks to Zoho Desk’s multilingual client portal. This is another client portal software.
What should be improved: The Standard version is missing features like live chat, answer bots, custom widgets, and more that are crucial.
Desk plans from Zoho include:
Free: Forever free plan, only 3 agents allowed
Normal: $12 per agent per month
Expert: $20 per agent each month
Business: $35 per agent each month
4. HappyFox
Customer engagement is elevated with HappyFox.
You can give consumers a single platform to check the status of their tickets, offer feedback on problems, engage in discussions with other customers who share their interests in community forums, and much more using HappyFox’s client portal software.
With the aid of a community forum, HappyFox elevates client engagement. For instance, your company could set up an online forum where clients could discuss problems and get the assistance they need. Support staff members, on the other hand, have the ability to propose debate subjects, seek opinions, or issue announcements.
Top HappyFox Features:
Permit users to sign in with their Google or Twitter accounts
Make a community forum and add conversation topics to it.
Give customers the option to switch between languages for better comprehension
To keep track of customer engagement and retention, use intelligent reports.
Allow support staff enough time to concentrate on pressing issues or requests
What we liked: When tickets satisfy certain requirements, clever rules can be used to automatically label them as closed or reopened. This is another client portal software. Also check RAR Extractor software
What should be improved: The company’s failure to disclose prices on its website is a significant downside.
Plans from HappyFox include:
Mighty, Fantastic, Enterprise, and Enterprise Plus are the four plans that HappyFox offers. However, you’ll require to get in touch with their sales team if you want to learn more about the pricing.
5. Monday.com
If you’re looking for a client portal that’s concentrated on project collaboration, Monday.com can be a wonderful fit for your company. You may share any pertinent information with your clients using its user-friendly interface, including sales procedures, email marketing movements, social media updates, & much more. This is another client portal software.
You can arrange tasks using Monday.com’s boards as project roadmaps and give clients a comprehensive perspective. Customers can take their time assessing the status of the project, comparing tasks to their due dates, and interacting with your team in real-time.
Top Monday.com Features:
Provide clients with real-time access to project updates and approvals
For efficient communication, consolidate all of your client’s information in one location.
Utilize pre-made templates to make web forms for your customers.
Make your work better visually appealing by using views like Gantt charts.
To transfer clients from one pipeline to another, use smart columns.
What we liked: It’s simple to determine who and when received your communication from clients.
What could be improved: Being inundated with email notifications can be annoying.
Plans for Monday.com Include:
Individual: Up to 2 seats are always free.
Basic: $8 per seat monthly
Usual: $10 per seat each month
Advantage: Monthly seat fees of $16.
Business: Specialized strategy
6. LiveAgent
Dedicated hub with LiveAgent customer portal software
With a 24/7 client service portal that combines a knowledge library, FAQs, and community forums, LiveAgent can assist you in empowering customers. By enabling clients to verify the status of their support requests themselves, without agent assistance, you can lower customer service costs.
You may make self-service articles and customise them to fit the design ethos of your firm without knowing any coding. In addition, you can build a community forum in just a few easy steps where users may discuss new features, get help from others, offer suggestions for improvement, and more. This is another client portal software.
Top LiveAgent Features:
Using ticket forms, better understand consumer complaints
Make an internal forum where your team may discuss ideas for the workplace.
Make a public forum that all of your clients can access.
Add attachments to the articles in your knowledge base or other content.
Recognize, award, and show appreciation for your top customer service personnel.
What we liked: LiveAgent provides an extremely customisable feedback button that asks users for their insightful comments and suggestions.
What could be improved: If your customer portal website doesn’t have fantastic design alternatives, it could look dated.
The LiveAgent Plans Contain:
Free: Permanently free plan with restrictions
$15 per agent per month.
Ticket and Chat: $29 per agent per month
Complete: $39 per agent each month
7. Nifty
Tool for managing client projects, Nifty
Using the client project management application Nifty, you can keep track of all client tasks and conversations in one location. Simply said, this application serves as a collaborative place where members of your team and clients may exchange ideas, solicit comments, complete projects, and convert talks into actions.
You can keep project assets in a central location so that clients can access them independently without assistance from your team. But what if you don’t want to tell your clients everything? Well, there is also a remedy for it. Specific internal conversations, assignments, or reports can be readily hidden from your clients.
Top Nifty Features:
View the status of tasks or projects and generate automated reports.
Automatically update your clients on the status of a project.
Keep track of billable hours and labour expenditures.
Utilize the Nifty mobile app to communicate with clients while on the go. This is another client portal software.
Utilize their video instructions and guidance for a smooth onboarding process.
What we liked: With Nifty, you can give tasks to your clients so they are aware of what is required and by when, which is different from other solutions. You may be able to steer clear of later meetings by doing this.
What could be better: Once previous time logs are made, they cannot be edited. Also check Game Maker Software Programs
Inventive Plans Contain:
Free: Permanently free offer
Initial: $39 per month (10 members)
Pro: $79 per month (20 members)
Company: $124 per month (50 members)
Unlimited members pay $399 per month.
8. Onehub
Onehub provides an advanced customer portal solution that makes your company seem more professional to customers. The best feature of this application is the simplicity with which files may be uploaded to your client portal. The straightforward drag-and-drop function can be used to swiftly upload files.
Your team can keep tabs on all client portal activities with the aid of Onehub. For instance, you may monitor each user’s document-sharing actions. Furthermore, you may upgrade your client portal with collaborative capabilities that will improve the security and convenience of engaging with your customers.
Top Onehub Features:
Utilizing the drag-and-drop tool, upload numerous files simultaneously.
Make sure your material is well-organized so that customers can locate what they’re looking for.
Enabling high-quality previews of more than 30 distinct file types for customers
Create a unique client portal using your brand’s logo and colours.
Establish who can view your content and protect your data.
What we liked: Onehub provides bank-level encryption to safeguard the data and privacy of your clients.
What could be better: It could take you some time to figure everything out if you’re utilising this programme as an administrator. This is another client portal software.
Onehub Plans Consist of:
Usual: $12.50 per user per month
Pro: $20 per user each month
Edition for Data Rooms: $300 per month for five users
Unlimited Edition costs $500 per month for countless people.
9. Kahootz
One of the top client portal programmes is Kahootz, which enables you to develop stronger and more effective customer interactions. Building strong customer relationships is crucial for a business to succeed. No firm will last long enough to fully grow and thrive without effective management.
To ensure that your customer care team is able to keep your customers satisfied, use the best CRM (customer relationship management) technologies you can discover. What you want, of course, is a good CRM solution that will complement all you can do for your customers swiftly and easily.
You may eliminate uncertainty from your product development and service strategy by using this tool. For instance, you can distribute surveys to your clients and get their immediate reaction.
You may bridge the widening gap between your company and customers with the help of our online customer portal. You may allow team members to connect with clients to share their thoughts by hosting blogs, streaming videos, creating discussion forums, and more.
Best Qualities of Kahootz:
Stop your personnel from sharing or uploading sensitive client data.
Continually monitor the number of document views, reviews, and downloads.
Maintain communication with your clients by planning meetings for emails. This is another client portal software.
With the built-in conference calling feature of Khootz, create your own virtual meeting space.
Share up to 20 GB of files and attachments with your international clients.
What we like: The best feature is how simple it is for clients to view future events, meetings, and project milestones using Kahootz’s calendar application.
What could be improved: Their reporting process is convoluted and a little challenging to comprehend.
Plans for Kahootz include:
First: £5 per user per month
Expert: £10.5 per user per month
Business: £10 per user per month
10. Suitedash
Suitedash is a comprehensive application that streamlines client contacts while promoting communication between several departments. The utility allows you to set two-factor authentication for safe client portal access and has excellent security features.
Suitedash, a well-liked client portal application, offers excellent file sharing possibilities. For instance, the drag-and-drop function can be used by your workers and clients to upload or exchange files. Additionally, you may manage the permissions of files and folders for both internal users and external clients.
Top Suitedash Features:
Your client portal’s login screen is simple to personalise.
Deliver a consistent user experience on mobile as well as other devices
Administrators have access to the whole history of every activity that any user has made.
Send your clients PDFs or other file kinds.
The size of shared files has no true upper limit
What we liked: Customers can download your own personalised mobile app on their Apple or Android devices.
What should be improved: Since there is no help desk integration, it is impossible to record and follow client concerns and requests.
Plans from Suitedash Contain:
Begin: $19 per month
Thrive costs $49.
Pivot: $99 per month
Client Portal Software: Give Your Clients More Power
Customers will include a lot of questions, & as a business, you need to understand that you can’t always provide answers to them all. This is another client portal software.
With the best client portal software, your client may provide clients with ready-made solutions and let them handle their problems at their own pace. Additionally, by using this approach, your company may successfully cut back on both the time and the expense of client communications.
We advise you to check ProProfs Help Desk if you’re still undecided about the best option. It has an internal knowledge repository that can assist your company in providing knowledge around-the-clock. Customers can therefore log in to the portal even when your team is not available and find all the answers they require there.