6 Best Project Management Software with Client Portal

Whether you have a handful of clients or thousands, all organizations can agree that client management is important to your overall business operations.

As you continue to grow and nurture more client relationships, you will want to keep track of critical updates and changes to your client’s information, preferences, communication styles, purchases, and much more.

Doing so will help you develop stronger relationships with your clients and ensure you are doing business with more of them long-term.

Project management software is a great way to keep track of your organization’s various projects and priorities, establishing elite task management across your business.

Without clear project management, businesses often experience issues and potential failures – an estimated 37% of projects businesses undertake to fail due to unclear project objectives and milestones.

Project management software can combat this highly common issue amongst work teams.

Beyond this obvious advantage, though, project management software has much more to offer.

You can use these tools to manage your client relationships and maintain strategic communications with your clients on an ongoing basis using their built-in client management tools.

Client portals take your relationships to the next level, allowing your various customers to access ongoing orders, and purchases, and directly contact your staff for customer service.

Why use Project Management Software with Client Portal?

Using project management software in conjunction with a client portal may be extremely helpful for both the project manager as well as the client.

It fosters greater collaboration, time savings, improved communication, transparency, and increased efficiency, which eventually lowers costs for both sides.

Clients can obtain project data and progress updates in real time through the client portal, which promotes confidence between the client and the project supervisor.

A client portal-equipped project management program is a crucial tool for efficient project management.

What makes good Project Management Software with Client Portal?

A good project management software with a client portal should have important project management tools, good collaboration, actionable insights, customization features, solid security, and a configurable client portal that gives clients quick and safe access to project information.

Project teams and customers should be able to interact and manage projects with ease because of the software’s intuitive interface, user-friendliness, and ability to be customized to match the demands of various industries and project kinds.

The smooth integration of various tools and services that are often used in project management should also be a feature of the software.

How to choose the right Project Management Software with Client Portal?

Selecting the right project management software with a client portal will help your team and clients communicate and collaborate more effectively.

You should assess your requirements, seek for client portal capabilities, search for project management features, think about integration with other tools, think about user-friendliness, and think about cost when selecting the best software.

By using these pointers, you can choose software that satisfies your requirements, boosts team efficiency, and improves client communications.

6 Best Project Management Software with Client Portal

There are plenty of project management software options available, but not all of them include client portals to help you manage your client relationships.

Here are six of the best project management software options with client portals to assist you in building stronger relationships with your customer base:

1. Monday.com (Best Overall)

Monday.com is first on our list of project management software options that include a client portal.

Using Monday.com, you can keep your various customers’ information all in one place and build on different tasks and workflows to strategically communicate with your varied bases.

With the software’s Work OS, you can keep track of your leads’ statuses and information, as well as arrange automation that organizes your client-facing materials to sort client information.

To review your overall client communications and strategies, Monday.com allows you to organize everything in one place for a snapshot view of your actions.

Using the software, you can create a Customer Relationship Management (CRM) board that houses all your client information and activities.

This is particularly helpful to have on hand as you create new projects and tasks to manage through the software.

Monday.com has plenty of other tools and capabilities available to use for elite project management.

To ensure your team’s workloads are being managed appropriately, Monday.com helps you evaluate the spread of tasks and projects to ensure appropriate work-life balance across the board, enhancing overall productivity.

What’s more, Monday.com also helps you create dashboards to review project analytics and evaluate the success of completed priorities.

Using these capabilities, you are able to see how long projects and specific tasks took your team to complete, what the revenue results were for each project, and much more to help you identify areas of opportunity going forward.

Monday.com has four separate plans available: Basic, Standard, Pro, and Enterprise.

The Basic plan is $8 a month per user and allows you access to unlimited projects and forms, as well as the use of their project management templates and other tools.

The more advanced plans include different types of project views, including Gantt charts, integrations with Outlook and Google Drive, and many other elite capabilities.

To learn more about Monday.com and what the software has to offer, visit their website here.

2. Bonsai – Best for an effective workflow

A Client Portal is of importance to any service business that is providing various services to its clients. That is because you need a centralized place where you can keep all the data of your customers. This includes their contact information, notes, and much more.

If you want such a Portal for your business, then Bonsai has an incredible one that will take your client management to the next level. It will enable you to add new clients with their contact information, rates, tags, and much more that will help you deal with them. On the other hand, you can also edit the information of your existing clients.

As your business keeps growing, and you get more clients, Bonsai will also help you build your client list. That is because you can create a complete profile of your clients based on what you know about them. This will save you a lot of time that you can spend running your business successfully.

However, this platform is not only for your ease because even your clients can get use out of it. The clients you have will receive their own project view so that you can manage the contracts and payments without any issues.

So, if you want a reliable and intuitive client management system, then it doesn’t get better than Bonsai. The Client Portal is one of the best features of this platform that will help you boost your clients and business. 

3. Accelo

Accelo recognizes the importance of managing your customer relationships and has the tools to prove it.

That is why they offer a client portal for easy access to your organization’s customer service – making it easy to contact you, answer any questions they have and sort out any issues with your business services.

Accelo automatically updates client information and preferences to ensure you have the most recent information available, every time.

Using the project management software, you can set up automation for various email communications with your clients, as well as track these emails to ensure deliverability.

This is particularly helpful as you evaluate your client communications down the line and identify areas to improve in the future.

Accelo also makes it simple for your entire team to collaborate and tackle various projects together.

The software helps you schedule projects with your team members based on their workload and availability.

Accelo also enables you with a team inbox, giving you and the rest of your team the ability to tackle client-facing inquiries all in one place so no email ever goes unanswered.

To further manage your internal and external communications, you can also set up automatic notification processes to notify you of any time a client reaches out to your inbox, or certain requirements are met for your clients that require follow-up actions.

For an end-to-end user experience, Accelo offers expensing and invoicing capabilities to ensure everything is located in one place.

You can quickly expense items and process invoices conveniently through the project management software, removing the need for other applications to complete these key activities.

Accelo offers an all-in-one user experience to ensure total organization across your various business activities.

Accelo has five distinct plans strategically assembled for different business needs.

You can choose from the Projects, Sales, Retainers, or Service plans if you have more specific needs when it comes to your project management.

For your client-facing activities, it makes the most sense to subscribe to either the Project or Sales plan depending on your unique needs.

You can take advantage of each of these plans for $39 a month per user.

They also offer an All-In-One ServOps plan for $79 a month that comes with all of Accelo’s features and capabilities.

To learn more about Accelo and everything they have to offer, visit their website here.

4. OneDesk

OneDesk has a lot to offer: it includes Helpdesk capabilities, project management software, a client portal, and much more all wrapped up into one.

OneDesk makes it easy to integrate a client portal directly onto your website with a simple JavaScript copy and paste.

From here, you can manage your clients’ inquiries through a chat function, forms, and portal, giving your customers a variety of options to reach out to your business.

Clients can log in directly to your portal to view the status of their different open inquiries and stay up-to-date on their progress.

The platform also offers elite project management capabilities to help you organize and complete your team’s various priorities.

Using OneDesk, you can simply input everything you and your team are working on and share projects within the platform.

OneDesk also offers different views, including Gantt charts, to help you visualize your projects appropriately.

Each team member can customize their views to ensure they are reviewing their projects and deliverables in a way that works best for them or individually.

OneDesk also tracks your work in real-time with its timesheets and task timer capabilities.

Here, you can analyze the status of tasks, whether they are on or behind schedule, how many tasks are outstanding, and a much more in-depth analysis of the state of your various projects.

This visualization is helpful to provide a snapshot of your overall project management progress and see what your team needs to prioritize to get back on track as needed.

OneDesk offers five different plans to choose from.

Each of these plans offers all of Onedesk’s features and allows for both unlimited customers and projects.

Where these plans differ is in the number of users available for each.

The lowest plan offers up to 5 users for $9 a month per user at $540 annually.

The largest plan allows for up to 100 users for $6.50 per user per month, for $7,800 annually.

To learn more about OneDesk and what the platform has to offer, visit their website here.

5. SuiteDash

SuiteDash project management software also offers users an elite client portal as part of their overall management capabilities.

Through SuiteDash, you can fully customize your client portal to best fit your organization’s theme and brand identity.

Here, you are able to give clients access to their information securely in a website-like structure for easy use.

This makes it simple for your clients to access and use your portal without issue.

SuiteDash was even rated one of the best value platforms for client portals by Capterra in 2020.

Additionally, SuiteDash offers multiple capabilities for your project management needs.

The software offers automation tools to help you reduce the number of tasks you carry out manually.

Instead, you can use SuiteDash to automate your workflows and make it easier to manage your projects overall.

You will be able to streamline your overall day-to-day operations to be meaningful while automating those more repetitive tasks, allowing you to use your time more strategically throughout the day.

The software also makes it simple to search through and identify your various tasks easily.

You can use the search and filter functions to sort through your tasks and pull up relevant ones immediately.

For further organization, you can tag your tasks and sort them into different lists for reference later on.

SuiteDash has three plans offered to their users: Start, Thrive, and Pinnacle.

The Start plan is the most basic, offering $19 a month for all users.

It includes the Core Productivity Platform, unlimited CRM contacts, projects, portals, and more.

To take advantage of more advanced tools, you will have to subscribe to the Thrive or Pinnacle plan.

To learn more about SuiteDash and what they have to offer, visit its website here.

6. Workzone

Finally, Workzone is another great software platform that offers a client portal to users.

Using Workzone, you can create specific collaboration spaces to work with your clients and allow them to access all necessary documents and pieces.

Here, you can divide each client portal by individual client, customizing it to fit the unique look and feel of your client’s brands and making it easy to distinguish portal by portal.

You can add logos and colors to truly make the client feel special using your portals.

To keep all your various client projects on track, Workzone offers multiple project management capabilities.

You can customize your project calendar views to sort by clients, departments, and more to understand deadlines and expectations for unique areas of your work.

Additionally, you can combine different calendars to create unique views for your team members, or merge projects that have some overlaps for easier overall management.

Workzone also assigns each user with a “Success Coordinator” to help further your project management strategies and help you succeed more down the road.

The Success Coordinator coaches you on how to use the client portal to its maximum potential and helps you manage your projects better overall.

The intuitive tool is helpful for both beginner and advanced users looking to improve their project management strategies.

Workzone offers three separate packages: Team, Professional, and Enterprise.

The Team package is priced at $24 a month per user and includes most of Workzone’s tools and capabilities, including unlimited project management and tasks.

To learn more about Workzone and what the software includes, visit their website here.

The Bottom Line

Managing your clients effectively is critical to the overall health and prosperity of your business.

To organize your business and client operations, you can leverage a client portal to keep everything in one place and easily accessible.

Utilizing a client portal helps you keep important items separate and secure from client to client, allowing for easy backend management and user-friendly client-facing platforms.

Each of these project management software options offers a client portal to help manage your client interactions effectively for stronger client relationships overall.

Review what each platform has to offer to decide which choice is the best for your unique organization.

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