Alternatives to Portal
Compare Portal alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Portal in 2025. Compare features, ratings, user reviews, pricing, and more from Portal competitors and alternatives in order to make an informed decision for your business.
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1
Axero
Axero Solutions
Axero is an award-winning intranet and employee experience platform. Hundreds of companies use Axero to communicate, collaborate, manage tasks, organize content and develop their company culture. Down with legacy intranets and document dumping grounds that are difficult to update and impossible to maintain. Our unified suite makes it easier than ever to launch modern intranets, employee hubs, enterprise portals & more. Connect your workforce in one integrated platform. Why Axero? We deliver an unmatched client experience. Your success is why we come to work every day. We have high standards and believe in providing the most valuable and pleasant experiences for our clients. Since our founding, Axero has led constant innovation in intranets, digital workplaces, and client services. Our professional services give you direct access to that expertise, to help you hit your goals and transform your business. -
2
Nasdaq Boardvantage
Nasdaq
The board portal platform and collaboration solution for boards and senior executives. Learn how Nasdaq Boardvantage helps make board processes paperless and can reduce meeting preparation from hours to minutes. Create single or multi-day meetings in seconds, add details, attach files, track board member attendance, and initiate remote meetings. Protect information with encryption and multiple layers of defense to protect the confidentiality, integrity, and availability of data. Quickly build and distribute Board and Committee Evaluations, Conflict of Interest, and general questionnaires. Manage files, contacts, approvals, signatures, unanimous written consents, and more. Manage collaboration with notifications, annotations, unanimous consent votes, e-signatures, and in-app email with added security. Available on any device, desktop, tablet or smartphone, anytime, anywhere with seamless online/offline auto sync. -
3
FileInvite
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.Starting Price: $829/mo -
4
Boardable
Boardable
At Boardable, we know boards. That’s why we built the best board management platform on the market. The last thing you need is more tabs to manage during a mission-critical meeting. We’ve been there, we get it. Trusted by thousands of organizations around the globe, our intuitive one-screen experience makes it easy to host meetings, build and share agendas, record minutes, manage and sign documents, assign tasks, vote digitally, and more. We offer knowledgeable service and support from a team of experts. Over 80% of our customer team serve on boards and committees. We’re with you whether it’s your first time or you’re replacing an outdated board management platform. Empower your board to optimize efficiency, simplify communications, and boost engagement — at a fair and flexible price. No surprise add-on costs. Our plans are structured to give you a full board management experience and scale with your growth. Explore Boardable today with a live demo. -
5
Onehub
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.Starting Price: $37.50/month -
6
MarketStudio
QUESTUDIO
The MarketStudio Suite is a web-based software offering for small, medium and large enterprises, which customers can use to browse, manage, and publish rich product content to Print, Web and Dealer Portals from anywhere/anytime. MarketStudio Suite includes several versatile products and modules that include - Product Information Management (PIM), Online Catalog Portal, Visual Catalog Portal, eCommerce Website, Catalog Automation, PDFxPress Portal and InStudio Plugin Print Publishing using Adobe InDesign. MarketStudio is available both on-premise and on the cloud (subscription) for product manufacturers, distributors and organizations worldwide.Starting Price: $190.00/month -
7
Propago
Propago
Propago is a leading web-to-print solution for commercial printers to support their enterprise customers with Marketing Asset Management portals. Our cloud-based platform handles pre-approved templates, print ready files, variable data files, direct mail products, promo, apparel and digital files. The front end is modern and intuitive. The back end is designed to streamline the entire supply chain. Propago makes it easier to access, personalize and order marketing materials while controlling the brand, budgets and inventory.Starting Price: $449.00/month -
8
Assembly
Assembly
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.Starting Price: $39 per month -
9
Agency Handy
Agency Handy
Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.Starting Price: $49 per month -
10
SPP.co
SPP.co
SPP.co is an all-in-one client-portal platform purpose-built for digital service and productized agencies, bringing billing, onboarding, projects, support, CRM, forms, portals, and payments into a single branded workspace. Agencies use their customizable order and intake forms to guide clients into buying services or subscriptions online, automatically create invoices or Stripe subscriptions, and assign projects/tasks based on rules and status. The system provides a white-label portal for clients, even allowing custom branding, domain, colors, and templates, where clients can review invoices, pay, see project status, and collaborate without leaving the portal. Behind the scenes, the admin side supports team inboxes, permissions, internal & external messaging, task assignment, order history, custom statuses, and role-based views so agencies can scale workflows of 2 up to 200 staff. Extensive integrations, APIs, and webhooks enable checkout flows, subscription billing and more.Starting Price: $99 per month -
11
Motion.io
Motion.io
Motion.io is an all-in-one client portal and project management platform designed to streamline client work for service-based businesses. It offers loginless, white-labeled portals where clients can upload files, complete forms, track project progress, and communicate with teams without the need for account creation. Motion.io's task builder allows businesses to assign tasks that automatically remind clients to complete necessary actions, such as signing documents or submitting information. Motion.io also features electronic document signing, enabling clients to sign contracts directly within their portals. Its project tracker provides clients with clear visibility into each stage of their projects, enhancing transparency and reducing the need for status update meetings. The unified inbox consolidates all client communications, including messages and support tickets, into a single dashboard for efficient management.Starting Price: $19 per month -
12
SmartVault
SmartVault
SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.Starting Price: $20.00/month/user -
13
eJeeva Dealer Portal
eJeeva
eJeeva Dealer Portal is a cutting-edge cloud-based e-commerce website portal created specifically for wholesale distributors in manufacturing, retail, and distribution industries. Integrates with enterprise resource planning (ERP) systems, eJeeva Dealer Portal provides dealers their own branded eCommerce website that is connected to a centralized warehouse for inventory, pricing, and drop ship facility. Services offered by eJeeva Dealer Portal include document management, content management, file sharing, and searching functionalities provided within a suite.Starting Price: $200.00/month -
14
Zapa Client Portals
Breichbilt
Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.Starting Price: $52 per month, unlimited users -
15
Clinked
Rabbitsoft
Clinked is a cloud-based white-label client portal, allowing teams to share files, manage projects, and collaborate. Clinked key features include third-party application integrations, search tool, file sharing, task management, and collaboration tools. Clinked is also accessible via Android and iOS mobile applications.Starting Price: $99.00/month -
16
Client Portal
Client Portal
Set yourself apart from your competitors by giving your customers a professional, organized client portal. Client Portal integrates with WordPress to help you manage your client projects... without the bulky project management software. Projects can get messy. No matter what kinds of projects you work on, if you work with clients you know the headache of keeping track of projects and deliverables. Most files you send will likely be emailed across. These can quickly become buried in both yours' and your clients' inbox. Maybe you need to dig out the proposal you sent 6 months ago to check the scope, or perhaps your client needs that Google doc with the draft copy that was completed weeks ago. Client Portal is a super simple, lightweight WordPress plugin that you can use on your website today to allow your clients to keep track of the project and give them access to all files at any time. No more "Can you send me our logo? I've lost it again!" requests.Starting Price: $199 per year -
17
BizPortals Solutions
BizPortals Solutions
BizPortals Solutions is a Microsoft Certified Gold Partner and a full-service software development company. With over 15 years of expertise in delivering digital workplace solutions and custom SharePoint development services, it has helped global organizations and their employees be more informed, engaged, and productive. BizPortals 365 offers a comprehensive suite of business-centric features to help enterprises stay agile and ready to deal with critical areas of their business. It offers a turnkey, ready-to-go, intranet built on Microsoft 365. The capabilities of the intranet include robust built-in features for Project Management, Forms Management, HR and Employee Management, self-service tools, workflow automation, integrations with line of business applications, and more. All of these features are integrated at one place to provide one central, comprehensive, easy-to-use workplace solution that allows its customers to replace and consolidate their existing tools. -
18
Clustdoc
Clust Technologies
Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information. Featuring advanced document management features, you’ll be able to easily run any customer onboarding process: - Custom client portal - Onboarding checklist - Identity verification module - Shared inbox for clients and teams - Unlimited process templates - Guest access for stakeholders - Onboarding workflows - A free client management mobbile app - API access (1500+ integrations) Tired of juggling with multiple tools to manage new clients? Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.Starting Price: €100.00/month -
19
Oroson
Oroson
The fast, visual way to impress your clients. Kill endless client email threads. Share ideas, files and feedback in one frustration-free client portal. Are you wasting time and energy switching from email to online docs, to notepads and apps - and back again? Ideas, inspiration and discussions happen all over the place. But your brilliance means nothing if your clients can't see it. Vital conversations, files and ideas get scattered across inbox-choking email chains and messy shared folders. Juggling poorly suited tools can double your workload, sap enthusiasm and kill project momentum. Who wants that? Bring deliverables and feedback together in one clear view. Unlike email and other tools, Oroson displays feedback and files side-by-side. Save hours chasing for valuable feedback. Spend more time delivering your best work instead. If you find staying on track a hassle, so do your clients. Oroson doesn't force them to add new steps or learn a bunch of tricky tools.Starting Price: £49.99 per month -
20
Ahsuite
Ahsuite
One place for sharing tasks, files, passwords, presentations, and Data Studio reports. Ahsuite lets you keep all your client communication organized so nothing gets missed or lost. Your clients will appreciate the structure and professionalism, and you will be able to spend less time running your agency and more time designing, writing, and running your clients’ campaigns. No need to keep sending links over email. Easily embed Data Studio dashboards, Google Slides, and videos right in your client portals. Ahsuite tasks have everything you need to manage complex projects, checklists, templates, labels, dependencies, attachments, calendar views, and more. Decide which files require client approval, such as agreements and proofs. Custom labels and searches make organizing your files easy. Ahsuite's encrypted password manager makes it easy to share passwords with only the people who need them. Help your team keep track of who did what and when with timestamped log entries.Starting Price: $30 per month -
21
Altiar
Altiar
With Altiar, users can connect quickly with the information they need, enabling organizations to improve performance and competitiveness. By providing targeted tools to help users discover content, Altiar Enterprise offers a powerful way to promote and share knowledge within an organization. No matter how your data is structured, Altiar Enterprise unlocks its true potential by transforming it into a streamlined on-brand portal. Altiar Enterprise can be managed easily and without specialist knowledge, from uploading content to managing users, changes are quick to implement and simple to replicate. With comprehensive single sign-on support and configurable security settings, Altiar Enterprise is designed to support hassle-free integration into any enterprise. Altiar Enterprise comes ready to connect with the providers you know, making it easy to catalog and publish content from external sources.Starting Price: $1,200 per month -
22
DocuSoft
DocuSoft
Docusoft works with financial services professionals to develop software and create an innovative solution; document management, cloud file storage, client data management, workflow processes, data protection, file sharing, and document delivery, and electronic signatures are among the issues we address. Together, we develop the best software solutions for accountants, insolvency practitioners, financial and business advisers, and other professional services businesses across the world. Every business communication or transaction results in the creation of files or documents. Docusoft CloudFiler gives you the best cloud document management solution to manage your business communications and records. With tools to index and file, create, automate and process, users can easily search and retrieve their business documents, use OCR search features and review documents, all from any web browser! -
23
IntakeQ
IntakeQ
Remove the paperwork from your intake with IntakeQ, a web-based online intake form management software for health professionals. HIPAA compliant, IntakeQ lets health professionals share online case forms with their patients privately; thus, improving client onboarding. The platform also comes with e-signature support, questionnaire analytics, client notes and profile, automated appointment reminders, and a secure messaging portal.Starting Price: $49.90/month -
24
CloudRadial
Azurative
Show Your Clients What a Modern MSP Looks Like. In one single white-labeled client portal, powered with automation, provide Ticketing, Service Catalog, Reporting, vCIO/QBR Automation, Client Training, Client Communication, and a Client Intranet. Fully integrated with Office 365, ConnectWise, Autotask, Syncro or BMS. A single integrated and secure platform to run all of your client touch points. Create a seamless and automated client experience all the way from ticketing to account management. Showcase your service catalog and make it easy to work with and buy from your MSP. The information clients provide about their IT problems and the information you need to fix them are rarely the same thing. That’s why CloudRadial has fully customizable intake questions and ticket triaging. To get the info you need and get it to the right place. Your client wants to use a client portal to request service from you, but you have to give them a reason to use it.Starting Price: $195 per month -
25
PortalsXpress
PortalsXpress
PortalsXpress allows you to share documents securely with your clients and field offices. Your clients view and edit documents under their portal, which is branded with your company's name and colors. Quickly share documents by printing with our direct-to-portal PDF printer driver. Just print from your favorite application, select a client and the document is available. Padlocks provide a powerful and intuitive way to secure documents. Keep documents for your accounting department and CEO secured for their eyes only with our Padlocks. Ever have a document that is hard to find? Think about that across your entire organization. Get search features for your entire portal using our Secure Document Search Engine. Secure document search will never show a document unless you have permission to view it - Padlocks and secure document search work together.Starting Price: $311.40 per year -
26
DynamicPoint Portals
DynamicPoint
Easy to access and share customer, vendor, or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured by displaying only the relevant information for the authenticated user. By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, workflows can be added in conjunction with data collection forms to automate entire business processes. With 24/7 self-service, customer satisfaction will increase. Partners will have a direct connection to your staff, so you can answer any questions they have immediately in real-time without having to pick up the phone or send an email. Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed in real time. The product is based on your Microsoft Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow.Starting Price: $500 per month -
27
Univention Corporate Server
Univention
Univention Corporate Server UCS is our open integration platform offering centralized Identity & Access Management (IAM) with Nubus with a web portal. -Portal with Single Sign-On -Integrated IAM -Packaged integrations -App Center with enterprise applications -Active Directory integration -Platform for your entire IT -Operation on-premise, in the cloud, or hybrid The centerpiece of UCS is Nubus, our central IAM solution for managing identities, roles, and groups. The integrated portal with Single Sign-On and self-service functions provides access to all IT services and applications. Thanks to pre-built software and integration packages, apps can be easily put into operation. UCS is ideal for managing distributed, heterogeneous, and virtualized IT environments across Windows, Mac OS, and Linux systems. Find out more about UCS on our website and download the free UCS Core Edition!Starting Price: €25.00 /net per user and year -
28
Magentrix PRM
Magentrix
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning. FEATURES: Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more! INTEGRATIONS: Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility. Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own. -
29
InfoCenter
ICM Document Solutions
InfoCenter is a powerful, intuitive self-service web portals that enables your organization to securely share records and documents, from multiple sources. User interaction with the portal is easily monitored, including complete search history and viewing data and associated documents. It’s an ideal solution for a wide range of implementations, such as (public, student, employee) records requests, customer service resources, and invoice payment inquiries. InfoCenter’s highly configurable authentication model allows content to be selectively available to external or corporate users, while not compromising the security of internal systems or data. From wide open public record requests to strictly controlled sensitive information, this control allows your business to safely satisfy regulatory requirements and legal obligations. InfoCenter empowers your business to provide the right information to the right parties at the right time. -
30
Stacker
Stacker
Build custom software that empowers your partners, teammates and customers. Instantly create apps powered by your data. Allow customers, clients and partners to self-serve through a branded portal. Build it yourself, whatever you can imagine. Easily create powerful software interfaces for your business's data in minutes, without needing developers. Software that you control, not the other way around. Off-the-shelf software doesn't fit your business. It doesn't fit anyone. Gain unprecedented access control over who can view and edit your data, with customizability that scales with your business. Share your data with whoever needs it. Collaborate with colleagues, connect multiple data sources, and share your apps with teammates, customers, and partners.Starting Price: $79 per month -
31
Exatom
Exatom
Understand why visitors leave your forms or check out and fix them. Successful optimization requires form experience analytics to get the most critical part of the customer journey right. Get your insights, optimize your forms, and grow your business. The forms on your website make or break your previous online investments. It's crucial that your webforms perform in an optimal way. Exatom helps you by providing three solutions in a single platform. Form analytics & field metrics; detailed insights you can't get with Google Analytics. Data-driven tooltips to give your visitor a gentle nudge. Notifications when your form experiences an issue. At Exatom we value your client's privacy. That's the reason that we made our platform cookieless. And don't collect any personal data. Our platform is used by SMBs as well as enterprise clients. Active in ecommerce, automotive, B2B, financial services, gambling, etc.Starting Price: €150 per month -
32
DeskDirector
DeskDirector
With DD Tech you can work on your ConnectWise and Autotask tickets anywhere, on any device. Fully customizable Service Catalog and superior Custom Forms to give quick and relevant first-contact support to your users. Stay connected to your users and keep providing excellent service with DD Chat. Send templated emails that allow the user to add notes to the tickets or start chats with your techs. From sharing tickets with clients to dynamic service experiences - DeskDirector can meet the needs of your MSP.Starting Price: $97 per month -
33
kokm
iWise2 eBusiness
Work, learn, share & sell, all on one low cost platform. Get the best of both worlds! No need to choose between a low cost SaaS solution or bespoke development - kokm gives you both! kokm provides powerful 'out of the box' functionality, as a low cost 'as a service' software contract. Choose only the features you need, then tailor our web based platform precisely to suit your brand, workflows & processes. One modern, mobile platform replaces your separate website, intranet, LMS, CMS, Share Wall, video conferencing, collaboration tools, events management & more. Our solutions work seamlessly together as one low cost platform, or independently, with easy integrations to your existing software solutions. -
34
File Request Pro
File Request Pro
Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.Starting Price: $49 per month -
35
MyDocSafe
DocSafe
MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.Starting Price: $8 per month -
36
Origami Connect Intranet
Sharemuch Software
The existing intranet is stale and files are all over the place. New hires don't know where to find information or who to ask for. Employee communication and updates get lost in email. There is not enough in-house capacity to look after intranet updates and improvements. Why take the risk or settle for the unknown outcome? Origami is the only SharePoint in-the-box intranet that measures ease of use with real user patterns and behaviors. You will be confident that your intranet is intuitive and easy to use before it's launched. And that's the result worth paying for. Origami templates help content owners and authors get started with beautiful pre-built designs. The result is a clean interface that includes everything your employees need to get their job done. Manage content easily. Add content and make changes safely without having to ask IT for help. Allow non-experts to maintain intranet pages while keeping them looking clean and on-brand. -
37
Intranet Connections
Intranet Connections
Intranet software made for healthcare, finance, and professional service corporations. Stop relying on IT to build your intranet! HR, marketing, and internal communicators are empowered to build your intranet that solves the problems unique to your organization. Build a thriving workplace and keep your employees informed, engaged, and productive with our intranet software. There's over 100 built in features like workflows and online forms to take the work out of work. Provide the tools, knowledge and resources your employees need to flourish in their roles. Break down silos with a platform built for collaboration and sharing information. Keep all your files, policies, links, and documents in one searchable, accessible location. Share your company vision, mission, purpose, business objectives, and news. Organize and promote events, share photo albums, personalize your intranet and more. -
38
Online Appointment Manager
AppointmentQuest
Take control of your appointments and schedules, manage calendars, create custom forms, and accept online payments from your customers with easy to use hosted online appointment scheduler from AppointmentQuest! AppointmentQuest is your ultimate online appointment booking service, designed to deliver the most delightful appointment scheduling experience. Of course, we do more than just make it simpler to turn missed calls into customers (patients, students, clients). We’ve developed a robust suite of appointment scheduling tools to help you provide the best customer service experience when it comes to appointments. AppointmentQuest was designed from the ground up to make appointment management simpler and easier, while delivering seamless scheduling experience to your customers. After all, no business can thrive without happy customers who come back time and again.Starting Price: $6.59 per month -
39
HyperOffice Atlas
HyperOffice
End-to-end tools to make your team collaborative and productive. Free data from the confines of your office walls – get online document management! Store, organize, access & collaborate on company files from any PC, Mac or handheld. G’bye scheduling mixups! Keep your official life in order with online calendars. Organize schedules, set up meetings, sync with Outlook & more – from anywhere on Earth! Have one click audio and video meetings right in your browser - no downloads required. Enjoy advanced features like screen sharing and meeting recording. Everything you expect from a modern chat solution - Instant messaging, unlimited channels for group chat, inline sharing of information, threaded comments, hashtags and more.Starting Price: $5 per user per month -
40
Bonzai Intranet
Aurea
Intuitive navigation and best-in-class search make your intranet the key to getting work done. Make it easy for your users to find everything they need. Take collaboration from a buzzword to a reality with Bonzai’s easy-to-use intranet platform. Bonzai makes all the critical people, content and file sharing information your team needs for successful collaboration easily findable with our industry-leading search. Keep the progress moving with team collaboration tools, automated workflows and document access, downloading and editing features. Whether you need to communicate your business goals to the entire organization or just a specific group, Bonzai gives you the tools you need to get your message noticed. Improve engagement by giving employees the ability to comment, like and share posts. Now, you can finally see your internal communication strategy succeed. -
41
Safelink
Safelink
Safelink provides secure virtual data room and collaboration services for organizations such as law firms, accountancy practices, real estate specialists, M&A specialists, and financial services businesses. The cloud-based solution includes encrypted data storage and transmission for the secure sharing of highly confidential documents. Safelink is a fully featured solution offering granular permissions, full content search, secure messaging, collaboration tools, and page-level document tracking. Document features allow users to drag and drop files and folders into the system, as well as set permissions for who can access, copy, download, print, or send to others. Coordination and collaboration features enable users to create tasks and checklists, leave comments on documents, and publish notices for other users to see.Starting Price: Free -
42
StackTome
StackTome
StackTome is a data platform that enables you to: Boost organic traffic by injecting semantically relevant review content across 1000s of pages on your site. Go beyond ratings to find best reviews using sentiment scores and A/B tests for displaying on your website. Access content from review sites like Google, Trustpilot, Feefo, Reviews.io and social platforms – Facebook, Twitter and Linked to collect all user generated content. Respond to positive reviews with predefined messages tailored to different customer groups and send negative reviews to customer support in a timely manner. Before applying audience segmentation, the client used to spend over 10.000€ to go beyond 2.000 purchases of high-ticket products. Unlock the true potential of your data! With just a few clicks, you can connect StackTome to your ecommerce store and leading marketing tools. Explore unlimited growth possibilities with easy and frictionless integrations! -
43
Dibcase Legal Case Management
DibCase Software
Advanced Security on the AWS cloud platform. US-Based Servers and Databases with daily backups. Document Generation with advanced internal editor or import PDF merge forms. Create E-Signature Compatible documents and forms for popular services such as Adobe E-Sign. Advanced Task Management with templates and sub-tasks. Income & Expense Tracking across practice areas. Client Portal with two-way messaging, file sharing, and more. Contact Manager Rolodex with tags. Time-Tracking and Exportable Notes. Internal Storage and Integrations with DropBox and Google Drive. Team Features including productivity tracking, roles, and exportable activities reports. Lead Management with our leads pipeline and user-editable stages. Pre-loaded and Formatted SSD and VA Merge Templates we maintain for you. User Editable Reports across all practice areas. Digital Intake Forms with unlimited forms at no extra cost. SSD Appeal & Denial Automations for your convenience.Starting Price: $69.99 per month -
44
Broadridge Client Portal
Broadridge Financial Solutions
Work smarter every day with detailed reporting and advanced search capabilities. The Client Portal is an intuitive tool that brings all your critical information into one place, helping you simplify processes and automate tasks. Boost efficiency by using the Client Portal to access shareholder data and other important information. From accessing on-demand reports to monitoring real-time voting results, the Client Portal serves to make your life easier. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. The Client Portal empowers you to do your work, your way. One simple tool offers critical data, real-time and historical reports, advanced search and filtering capabilities, and client alerts. Boost efficiency by using the Client Portal to access shareholder data and other important information. -
45
FeatValue
FeatValue
FeatValue is a customer portal for agencies and service providers. Thanks to its deep integration into the most popular project management systems, clients can be easily integrated into existing processes. FeatValue synchronizes the tasks and offers a review process for the client. Clients can create tasks and view the processing status. -
46
Envestnet Portal
Envestnet
Envestnet's multi-portal platform is a unified network focused on enhancing the wealth management process. We harmonize data across the breadth of our network to deliver thoughtful, actionable intelligence that can foster growth and deliver better client outcomes. Our portals are complete solutions that can be accessed on the go and span the key elements of the advisory process. Our advisor portal delivers applications that integrate with high efficiency all the advisor’s client-focused efforts, reducing the time spent on administrative, “back-office” tasks. Our manager portal is a complete solution that enables third-party strategists and separate account managers to implement client portfolios for advisors. Managers can also leverage enhanced analytics and reporting to deliver better decisions on distribution strategies and gain deeper insight about their book of business. -
47
Capricorn
SilverBlaze
Capricon Customer Portals by SilverBlaze provides a completely configurable self-service web portal solution that increases staff efficiency and customer satsifaction. With Capricon, businesses can provide customers with self-help tools to manage their utilities, reduce call volumes, access tools for interacting with customers in new ways, and reduce costs associated with paper invoices, bills, and reports. Capricon can integrate with existing business systems and can be accessed at anytime from anywhere on any device. -
48
PortalProdigy
Brolin
PortalProdigy is our agile web publishing platform and content management system that makes all the features listed above immediately available to you. PortalProdigy provides amazing functionality that can be implemented without programming using menu driven configuration options. This significantly reduces the time and expense to build your website. You get an unprecedented amount of functionality. PortalProdigy makes it easy to create an attractive and professional looking Home Page that promotes your products and services and directs visitors to what they are looking for. PortalProdigy’s Home Page Builder makes it easy to implement changes and update your Home Page content. It also provides options to automatically feed content to your Home Page such as current Events, News, Products, Resources, etc. Your Home Page is fully integrated with the PortalProdigy’s system to provide visitors with a uniform branding experience and consistent site navigation. -
49
Aderant Drive
Aderant
Aderant Drive enables data-rich law firm client portals that provide firms and their clients with a platform to collaborate and interact with information in a secure environment. Leveraging firm’s existing technology and the security protocols of the Office 365 ecosystem, Drive removes the technical challenges of creating and managing law firm extranets while improving client service with increased responsiveness, transparency, and value. -
50
happierDeck
happierWork
One stop shop for all the apps you need at work. Beautiful personalized intranet portal. Corporate communications platform and a custom dashboard for futuristic businesses with all the applications you need to access. Single sign on and better access control for Google Workspace. Govern access to Google Workspace apps and other apps through Single Sign-On with customized, restricted login. User management and directory. Consolidate all of your people data from all of your locations in one place. You can access, control, sort, analyze and take action on data from anywhere.