Best Client Portals Software for Agencies and Service-Based Businesses
- 10com Web Development
- 4 days ago
- 18 min read
Imagine having a single gateway where clients can access everything they need from your business. A client portal serves this purpose - offering a secure and centralized hub for communication, project management, and file sharing.
The client portal is a powerful tool and the foundation for building stronger relationships and enhancing the overall client experience. These portals allow clients to engage with your business seamlessly, improving customer satisfaction while reducing manual work for your team.
In this blog, we’ll explore the importance of client portals, the features to consider, and how to choose the best client portal software for your business.
What Is Client Portal Software and How Does It Work?
A client portal is a secure digital platform for businesses to manage client interactions efficiently. It centralizes communication, allowing clients to access information, submit support requests, view projects, and collaborate in one place. This reduces the need for emails or calls and streamlines operations.
With client portal software, businesses can securely share sensitive data, making it easy for clients to track progress and manage tasks. Top client portals include features like secure file storage, collaboration tools, and customizable options to meet unique business needs.
Why Businesses Use Client Portal Software to Centralize Workflows and Improve Client Experience
A client portal is crucial for enhancing customer satisfaction and operational efficiency. It streamlines communication, data sharing, and project management, offering self-service options and reducing traditional back-and-forth communication.
A client portal is ideal for businesses of any size. It centralizes information, automates processes, and improves internal organization. This leads to better customer engagement, efficient project management, and faster support responses, making it a valuable business tool.
Key Benefits of Client Portal Software for Automating Workflows and Client Collaboration
Client portal sites streamline communication and centralize operations, improving customer satisfaction and reducing staff workload. Here are the key benefits.
Improves Customer Satisfaction Through a Centralized Client Portal
A client portal provides immediate access to information, reducing client wait times. They can access knowledge-base articles, view project updates, and submit real-time support requests. This convenience boosts customer satisfaction by keeping clients informed and valued.
Reduces Workload by Automating Client Workflows
Managing multiple client interactions manually is time-consuming. A client portal automates tasks like handling support requests and tracking customer data, reducing your team's workload. With tools like secure file storage, staff spend less time on repetitive communications and more on critical business functions.
Improves Efficiency With All-in-One Client Portal Software
Client portal software centralizes communication, documents, and tasks in one place. Organized within a single portal, businesses save time and improve efficiency. Consequently, internal and support teams work more effectively, responding quickly to client needs and ensuring smoother operations.
Enhances Engagement and Client Collaboration
Client portals with interactive features like feedback forms, discussion forums, and collaboration tools increase customer engagement. Clients actively participate, share input, and interact with ongoing discussions. These tools foster a sense of community and provide valuable insights into customer behavior.
Delivers a Personalized Self-Service Client Portal Experience
A client portal's personalized self-service options let clients access information or solve problems independently. Customizable portals provide a tailored experience, allowing clients to easily manage support requests or access data.
Centralizes Information for Project Management and Client Communication
Client portals provide a secure hub for all necessary information, from project updates to knowledge base articles. Centralization simplifies the client experience, reducing time spent searching for files or updates.
Secure file storage makes internal and client data accessible and protected, improving client relations and operational efficiency.
Improve Client Collaboration With Built-In Project Management Tools
Client portals often include collaboration tools like shared workspaces and project management features. These make it easier to collaborate in real time, whether sharing files, tracking progress, or discussing tasks. Enhanced transparency keeps clients involved and strengthens partnerships, ensuring projects run smoothly, and clients are always informed.
Secure Client Portal Software With Enterprise-Grade Data Protection
Security is crucial; client portals offer a protected space for sensitive data. With encryption, access controls, and data privacy compliance, businesses ensure clients' information remains secure. Investing in reliable portal software safeguards data sharing and storage, allowing businesses and clients to collaborate without concerns about breaches or loss.
Key Features to Look for in the Best Customer Portal Software and Collaboration Tool
Choosing the right client portal for your business requires careful consideration of features that align with your specific needs. Look for these key features.
● Secure File Management and Delivery: Safely shares sensitive data with encrypted channels, ensuring safe storage, delivery, and compliance with data security standards.
● Multiple Available Languages: This service supports multiple languages for global accessibility, improving communication and customer satisfaction by accommodating clients' preferred languages.
● Self-service Options: These provide clients with tools to access documents, submit requests, and manage information, reducing the support team's workload.
● Secure Live Chat: This feature enables real-time, secure client interactions via live chat, enhancing engagement while maintaining data confidentiality and protection.
● Access to Knowledge Base: This service offers a knowledge repository, empowering clients to solve common issues independently, reducing support requests, and increasing efficiency.
● Mobile Access: Mobile apps enable clients to access the portal from anywhere, offering flexibility and helping businesses stay connected with clients.
● Reporting & Analytics: Tracks customer behavior and interactions, providing real-time insights to optimize services, improve engagement, and guide business decisions.
● Flexibility: Adapts to different business models, allowing businesses to configure the portal according to their unique requirements and industry needs.
● Ease of Use: Ensures an intuitive interface, reducing training time and enhancing user experience, making navigation smoother for clients and teams.
● Customization & Branding: Allows businesses to create branded, customizable portals, enhancing professionalism and offering personalized, on-brand interaction for clients.
● Payments and Billing: Integrates billing systems for invoicing and payments, automating financial transactions, reducing manual work, and increasing client transparency.
● User Experience: This focuses on seamless navigation and interaction, ensuring clients can easily access services or information and improving satisfaction and loyalty.
● Design: Provides a visually appealing, intuitive design, enhancing navigation and usability, leading to better client engagement and reduced frustration.
● Integrations: Seamlessly integrates with existing tools like CRM and project management platforms, streamlining workflows and improving overall operational efficiency.
● Customer Support & Training: Offers comprehensive support and training, ensuring effective portal usage, smooth onboarding, and better overall satisfaction for both clients and teams.
● Cost Efficiency: Provides competitive pricing with essential features, offering long-term value by balancing affordability and functionality to support business growth.
The Best 22 All-In-One Client Portal Software To Improve Customer Support, Project Management, and Streamline Client Collaboration
Selecting the right client portal software can be a game-changer for any business. Below are some of the best client portals that offer exceptional features, efficiency, and ease of use to improve client communication and streamline business processes.
The client portal software platforms below are listed for comparison purposes only. Tools are not ranked, sponsored, or ordered by preference, and features may vary by plan or use case.
Client Portal | Best For | White Label | Payments | CRM / Client Management | Key Strength |
LaunchBay (formerly Motion.io) | Agencies, SaaS, law firms | Yes | Not stated | Not stated | Client onboarding, approvals, no-login portals |
HoneyBook | Freelancers, small businesses | Partial | Yes | Yes | Proposals, contracts, invoicing |
Dubsado | Creatives, consultants | Partial | Yes | Yes | Highly customizable workflows |
Zendesk (White Label) | Support-focused businesses | Yes | Limited | Yes | Ticketing, automation, knowledge base |
SuiteDash (White Label) | SMBs and agencies | Yes | Yes | Yes | All-in-one portal with billing and onboarding |
Clinked (White Label) | Secure collaboration | Yes | No | Not stated | Secure file sharing and collaboration |
ManyRequests | Creative agencies | Not stated | Yes | Not stated | Request management and workflows |
Agency Handy | Digital agencies | Yes | Yes | Yes | Client management with invoicing |
Ahsuite | Freelancers, agencies, accountants | Not stated | No | Not stated | Simple reporting and client collaboration |
ClientJoy (White Label) | Freelancers and agencies | Yes | Yes | Yes | CRM, billing, and client portals |
Service Provider Pro (SPP) | Agencies with recurring services | Yes | Yes | Yes | Subscription delivery and recurring billing |
CoordinateHQ | Professional service teams | Not stated | Yes | Not stated | Project management and file sharing |
Hubflo | Service businesses | Yes | Yes | Yes | Onboarding automation and client workflows |
SuperOkay | Creative agencies, freelancers | Yes | No | Not stated | Collaboration and approvals |
Plutio (White Label) | Freelancers, small businesses | Yes | Yes | Yes | All-in-one business management |
Zoho Desk (White Label) | Customer support teams | Yes | No | Yes | Ticketing and customer support |
FuseBase (formerly Nimbus) | Remote teams | Yes | No | Not stated | Knowledge hubs and collaboration |
ClickUp | Teams of all sizes | Not stated | Limited | Not stated | Task management and automation |
Assembly (formerly Copilot) | Service businesses | Yes | Yes | Yes | Client onboarding and billing |
SupportBee | Small support teams | Yes | No | Not stated | Simple ticket-based client portals |
MyDocSafe | Compliance-driven businesses | Not stated | No | Not stated | Secure documents and e-signatures |
Moxo | Enterprise and B2B teams | Yes | Not stated | Not stated | Secure workflows and collaboration |
LaunchBay provides a client portal designed to automate client onboarding and streamline communication. It offers a fully white-labeled solution ideal for agencies, SaaS companies, and law firms, helping reduce emails and manual tasks.
Features
● Create dedicated client portals that offer a fully branded experience without logins.
● Automates repetitive tasks and reduces the need for back-and-forth emails with clients.
● Simplifies gathering sensitive data like signatures and files, keeping everything organized.
● Allows clients to review and approve deliverables directly within the portal, enhancing client engagement.
● Integrates with 1000+ tools through Zapier for seamless workflows.
Pros
● Highly customizable
● Ideal for managing client feedback
● Easy onboarding process for clients
Cons
● Limited advanced analytics features
2. HoneyBook
HoneyBook is an all-in-one client portal software solution that simplifies independent businesses' project management, invoicing, and client communications. Its intuitive design makes managing client interactions easy, helping small business owners organize and grow efficiently.
Features
● Create, send, and track customizable invoices, contracts, and proposals.
● Keeps all client data and project updates in one place for easy access.
● Automates tasks like follow-ups and invoicing to save time.
● Clients can interact with the portal on the go via mobile apps.
Pros
● User-friendly interface
● Extensive project and client management tools
● Great for small businesses and freelancers
Cons
● Limited scalability for larger organizations
● No free plan beyond the trial period
3. Dubsado
Dubsado offers a highly customizable client portal where businesses can manage contracts, invoices, and client projects. It’s ideal for creatives, consultants, and service-based businesses looking to keep clients engaged and streamline operations.
Features
● Personalize the portal to reflect your business’s branding.
● Manage contracts, payments, and project milestones in one place.
● Allows clients to book appointments or calls directly through the portal.
● Offers password protection access for clients to view their project details.
Pros
● Excellent customization options
● Easy client onboarding
● Comprehensive project management tools
Cons
● Limited integrations compared to other platforms
● Steeper learning curve for new users
Zendesk is a robust customer portal software primarily designed for businesses focused on customer support. It offers a white-label option, allowing companies to customize their client portals to enhance client interactions and streamline operations.
Features
● Manage client interactions via email, chat, voice, and social media, all integrated into the portal.
● Create a fully branded, customizable client portal with knowledge bases and community forums.
● Automatically assign and track support requests to improve response time and efficiency.
● AI features help automate routine queries and ticket routing to streamline operations.
Pros
● Extensive integration options
● AI-powered tools
● Highly customizable help desk
Cons
● Pricing may not be suitable for small businesses
● Complex setup for non-technical users
SuiteDash is an all-in-one client portal software ideal for small to medium-sized businesses looking for a white-labeled solution. It offers many tools to manage everything from client onboarding to billing.
Features
● Customize your client portal with your domain, logo, and branding elements.
● Automate key processes like onboarding, project management, and billing to save time.
● Manage client data, track leads, and schedule appointments through a single platform.
● Built-in invoicing system with support for recurring payments, making it easier to manage customer portals.
Pros
● Complete business management solution
● Full white-label capabilities
● Affordable for small businesses
Cons
● It can feel overwhelming due to the extensive feature set
● Lacks advanced analytics tools
Clinked offers a white-label client portal solution for businesses needing secure, branded file-sharing and project management portals. It focuses on secure collaboration and project management tools.
Features
● Enables secure sharing of sensitive data through bank-grade encryption and customizable access controls.
● It is fully customizable to match your branding, including logos and themes for a professional appearance.
● Offers integrated project management, task management, and group chat features to enhance client collaboration.
● Clients can access the portal through Clinked’s mobile app.
Pros
● Excellent for secure file sharing
● Comprehensive collaboration tools
● Fully branded portal
Cons
● Limited scalability for larger businesses
● Lacks some advanced automation features
Many Requests is a client portal designed specifically for creative agencies. It helps manage clients, projects, payments, and team communication in one place, improving productivity and streamlining workflows.
Features
● Simplify service purchases and onboarding with fully customizable forms for client services.
● Automatically assign tasks to team members based on client requests, increasing efficiency.
● Keep track of all requests, manage services, and generate detailed reports.
● Clients can make payments easily within the portal using PayPal and other gateways.
Pros
● Highly customizable for creative agencies
● Automates client task assignments
● Strong client communication tools
Cons
● Limited advanced analytics
● Primarily designed for creative industries
8. Agency Handy
Agency Handy is another all-in-one client portal solution for digital agencies of any size. It centralizes client management, projects, and invoicing and provides a fully customizable, branded experience to streamline operations and enhance agency-client interactions.
Features
● Customize the portal with your branding, including domain and logo.
● Generate and send invoices, allowing clients to pay using various methods such as PayPal and Stripe.
● Manage client tasks, track project progress, and set deadlines easily.
● Centralize all client conversations and collaboration for better efficiency.
Pros
● Fully customizable with a user-friendly interface
● Robust invoicing and payment features
● Seamless client communication
Cons
● Limited scalability for larger enterprises
● No mobile app access yet
9. Ahsuite
Ahsuite is a minimalist client portal solution for service-based businesses such as freelancers, agencies, and accountants. It emphasizes ease of use and seamless client collaboration.
Features
● Build client portals tailored to your branding with easy customization options.
● Manage client tasks with clear visual progress reports and dependencies.
● Share files and reports securely with clients in a clean, professional interface.
● Integrates Google Data Studio and Google Slides for easy presentation of analytics and project reports.
Pros
● Simple and intuitive interface
● Excellent customer support
● Great for client collaboration and file sharing
Cons
● Limited advanced project management tools
● Lacks mobile app access
ClientJoy by Synup offers a complete white-label client portal designed for freelancers and agencies. It provides tools to manage leads, send invoices, and communicate with clients in a branded interface.
Features
● Fully customizable client-facing portal with your business’s branding.
● Capture and nurture client leads with built-in CRM tools.
● Send invoices and collect payments directly from the portal.
● Centralized messaging system for real-time client interactions.
Pros
● Excellent lead management features
● Customizable client portals with branding
● Integrated invoicing and CRM tools
Cons
● Lacks advanced analytics
● Limited to small and medium-sized agencies
Service Provider Pro (SPP) is client portal software for agencies offering recurring services. It combines project management, billing, and communication tools into one platform, streamlining operations and improving efficiency for agencies of all sizes.
Features
● Handle automated billing and recurring payments with ease.
● Manage deliverables, tasks, and timelines efficiently.
● Offer branded client portals for seamless client communication.
● Keep track of project progress, client activities, and financials.
Pros
● Ideal for subscription-based services
● Advanced reporting tools
● Branded client portals
Cons
● Lacks some customization options for specific industries
● The higher learning curve for new users
12. CoordinateHQ
CoordinateHQ is designed for professional teams looking to streamline operations and collaborate better with clients. It combines project management, file sharing, and client communication in one centralized platform.
Features
● Share files, assign tasks, and communicate with clients seamlessly.
● Create and manage tasks, set deadlines, and monitor progress.
● Clients can pay for services directly through the portal.
● Protect sensitive documents with robust encryption and access controls.
Pros
● Strong project management capabilities
● Secure file sharing
● Easy-to-use collaboration tools
Cons
● Limited customization options
● Lacks advanced analytics features
13. Hubflo
Hubflo is an all-in-one client portal designed for service businesses looking to streamline operations and enhance client interactions. It provides tools for file sharing, messaging, project management, and billing, all within a white-label portal.
Features
● Secure file sharing with e-signature and approval options for contracts and documents.
● Assign tasks to clients with clear deadlines and project boards for transparency.
● Create invoices and manage payments directly through the client portal.
● Automate client onboarding with pre-set tasks and reminders to improve client satisfaction.
Pros
● Easy to use and intuitive
● Excellent for managing multiple client projects
● Seamless integrations with 500+ tools
Cons
● Lacks advanced reporting features
● No free plan beyond the trial period
14. SuperOkay
SuperOkay offers a sleek and easy-to-use client portal for creative agencies and freelancers. It allows you to collaborate on documents, assign tasks, and manage approvals while maintaining a professional and engaging interface.
Features
● Save and reuse content like proposals and briefs to improve workflow efficiency.
● Customize the portal with your brand, making it a fully white-labeled client experience.
● Seamlessly share files and collaborate with clients using embedded tools and iframes.
● Manage projects and assign tasks directly through the portal.
Pros
● Highly customizable and user-friendly
● Great for creative agencies and freelancers
● The quick client onboarding process
Cons
● Limited advanced analytics
● No mobile app
Plutio is a fully customizable white-label client portal for freelancers and small businesses. It offers tools for managing projects, billing, and client communications within a branded interface.
Features
● Personalize the client portal with your domain and branding, ensuring a professional client experience.
● Manage all client tasks and projects in one central location, with tracking for deadlines and progress.
● Send invoices and manage payments within the platform, supporting multiple payment gateways.
● Share files, manage approvals, and organize client communications through the portal.
Pros
● Excellent customization options
● All-in-one business management platform
● Affordable for small businesses
Cons
● Limited integrations compared to competitors
● It can be overwhelming for new users
Zoho Desk offers a comprehensive client portal for managing customer support, with white-label capabilities to customize the portal for your brand. It’s designed to help businesses manage support requests and streamline communication.
Features
● Fully customizable client portal that includes branding, domain, and support ticketing.
● Automate ticket assignment and management to improve response times and customer satisfaction.
● Create a branded knowledge base to provide clients with self-service solutions.
● Support clients across multiple channels, including email, phone, and social media.
Pros
● Robust ticketing system
● Seamless integration with other Zoho products
● Excellent for customer support teams
Cons
● The learning curve for small teams
● Advanced features can be costly
FuseBase, formerly known as Nimbus, offers an all-in-one client portal solution ideal for remote teams and knowledge-driven businesses. It provides robust tools for collaboration, project management, and client interactions.
Features
● Create fully branded client portals with personalized interfaces and permissions.
● Build a comprehensive knowledge hub for both clients and internal teams.
● Centralize task tracking and documentation for streamlined project delivery.
● Share and store files securely with clients, backed by bank-grade encryption.
Pros
● Comprehensive project management
● Strong knowledge base and file-sharing features
● Excellent for remote teams
Cons
● Limited advanced analytics
● It can be overwhelming for smaller businesses
18. ClickUp
ClickUp is a popular all-in-one project management and client portal software that supports teams of all sizes. It consolidates task management, collaboration, and automation in a user-friendly platform.
Features
● Organize tasks with to-do lists, kanban boards, and Gantt charts for seamless project oversight.
● Build tailored views with widgets for real-time tracking of team and client activity.
● Manage billing and time logs for efficient project management and client billing.
● Enable real-time communication through Docs, chat, and comments to enhance team collaboration.
Pros
● Excellent for team collaboration
● Highly customizable with automation tools
● Wide range of integrations
Cons
● The steep learning curve for new users
● Can feel complex for smaller projects
Assembly, formerly Copilot, provides a powerful client portal designed for service businesses. It enables client onboarding, messaging, file sharing, and payments within a unified, white-labeled platform to improve client experience.
Features
● Customize your portal with your branding, offering clients a professional, secure environment.
● Manage invoices, collect payments, and handle recurring billing within the platform.
● Automate the onboarding process with customizable forms and workflows.
● Use built-in CRM tools to manage client interactions and track leads.
Pros
● Comprehensive service management
● Customizable workflows and branding options
● Great for small to medium service-based businesses
Cons
● Pricing can be high for smaller teams
● Limited advanced customization
20. SupportBee
SupportBee provides a simple and efficient client portal designed for customer service teams. It allows clients to track and manage support tickets while offering businesses a secure platform for handling customer queries.
Features
● Clients can submit new tickets and track progress on existing ones directly from the portal.
● Personalize your client portal with your logo and custom domain for a professional look.
● Clients can access their tickets using a link without remembering passwords.
● All communication and data sharing are protected via HTTPS for privacy.
Pros
● Simple, no-login ticket tracking
● Great for smaller teams
● Easy customization options
Cons
● Limited advanced features for larger businesses
● No integrated chat support
21. MyDocSafe
MyDocSafe offers a robust client portal solution with integrated electronic signatures, document management, and onboarding tools. It’s designed for businesses looking to streamline contracts and client management processes.
Features
● Share and manage sensitive files securely with top-tier encryption.
● Easily request and obtain legally binding e-signatures on documents.
● Automate client onboarding and document requests to improve efficiency.
● Provides built-in tools for verifying client identities during onboarding.
Pros
● Great for client onboarding and compliance
● Excellent document security features
● Integrated e-signature functionality
Cons
● Can be complex for small teams
● Higher pricing for advanced features
22. Moxo
Moxo offers a fully customizable client portal designed for businesses to streamline client interactions. With strong collaboration and automation features, it serves industries like finance, real estate, and consulting.
Features
● Automate workflows like onboarding and project management with pre-built templates.
● Secure messaging, file sharing, and video meetings integrated into the portal.
● Clients can access the portal without logging in using a single-click link.
● Control permissions with detailed role management for both internal teams and clients.
Pros
● Highly customizable and secure
● Excellent for streamlining business processes
● Ideal for larger organizations and B2B interactions
Cons
● May be overkill for small businesses
● Higher pricing for premium features
Best Client Portal Software to Scale Operations, Improve Client Experience. and Automate Your Workflow
Choosing the right client portal is critical for businesses aiming to improve client interactions and streamline operations. The best client portals offer features like secure file storage, project management, and customizable customer portals to meet specific business needs.
A well-chosen client portal solution helps manage support requests, organize sensitive information, and enhance customer satisfaction through improved communication and collaboration. Investing in the right client portal software contributes to long-term business success by building stronger client relationships and increasing operational efficiency.
Client Portal Software Questions Businesses Ask Before Choosing a Platform
How and why should I use a client portal to simplify client communication?
Using a client portal centralizes client information, messages, invoices, and files in one secure client dashboard so teams can simplify workflows. A good client portal tool replaces scattered email threads and offers portal features like a client hub, self-service portal options, and CRM integration to improve access to client data and deliver the best, more consistent service.
Which client portal tool is best for freelancers and small teams?
Freelancers should choose a client portal app or portal template that balances simplicity with features you need: proposal and invoice generation, client dashboard, and lightweight CRM. Look for client portal software options that offer a free trial or a free plan so you can test a portal app and plugin integrations (like WordPress) before committing.
Can a client portal message center and automation improve delivering exceptional service?
Yes—integrated message centers and automation shorten response times and reduce manual follow-ups. Portal features like automated reminders for invoices, task notifications for team members, and templated replies help you deliver exceptional service while preserving audit trails within the client portal system.
How do I integrate invoicing and CRM into a client portal system?
Many client portal platforms include invoice templates and CRM integrations or native client management software. Choose a client portal app that supports invoicing, invoice templates, and syncing with your accounting tools so accountants and freelancers can handle client billing and client information from the same web app or plugin.
What customizable options should I look for in a portal template to match my brand?
Look for customizable portal templates that let you add logos, brand colors, and custom client portal templates for proposals and invoices. A customizable client portal system that supports templates and theme settings helps maintain a great client experience aligned to your brand across the client dashboard.
Are there reliable free plan or free trial options for a client portal platform?
Many customer portal apps and client portal software options offer a free trial and some provide a free plan with limited users or features. Use a free trial to test portal features, plugin compatibility (for WordPress), and whether the software works well for the number of team members and types of client interactions you need to handle.
How can an accountant or finance team use a client portal template for billing and compliance?
Accountants can use client portal templates to standardize invoices, securely exchange financial documents, and maintain client records for compliance. A client portal app with role-based access and an audit trail helps accountants manage client information, deliver invoices, and collaborate with clients while protecting sensitive data.
What are the core client portal features that help teams and freelancers handle client work?
Core client portal features include a client dashboard, file sharing, messaging, invoicing, task management, CRM links, and automation. When evaluating client portal software options, prioritize features that help deliver the best outcomes: client access controls, client portal templates, and integrations with the tools you already use in your all-in-one business platform.
Should I choose a dedicated client portal app, a WordPress plugin, or an all-in-one business platform?
Choosing between a client portal app, WordPress plugin, or an all-in-one business platform depends on portal needs. If you need deep customization and a client portal template that matches your site, a WordPress plugin might work. If you want turnkey client portal features, a standalone client portal system or customer portal app that offers a free trial and built-in CRM and automation may be better.
How does a self-service portal enhance client satisfaction and reduce workload?
A self-service portal lets clients access invoices, download files, update information, and track project progress through a client dashboard without needing direct contact. By offering a client portal system with clear portal features and templates, businesses can reduce repetitive requests, empower clients, and free team members to focus on higher-value work while still delivering exceptional service.
About 10com
10com is a digital agency specializing in scalable systems, automation, and SEO-driven growth for service-based businesses. With over 30,000 projects completed and 10,000+ Wix websites delivered, 10com brings real-world operational experience to every platform recommendation.
Serving clients across Chicago, Fort Worth, Green Bay, and Appleton, 10com helps businesses implement client portals that improve efficiency, reduce friction, and support long-term growth. Their team understands how client portals fit into broader workflows involving billing, project delivery, SEO, and customer retention.
In addition to direct services, 10com offers a white-label SEO reseller program and a white-label website design reseller partnership, enabling agencies to scale using proven systems while maintaining full brand ownership.
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