Client Portal
A client portal is a software that allows your company to share digital files, information, and services with customers. For example, it will enable you to share and receive documents, instructions, project specs, invoices, mockups, and other forms of data quickly and easily. Most internet users expect an easy and fast way to get in touch with businesses. This has never been more true than today when most people use their mobile phones to get information. The need has never been greater for web-based client portals as your clients strive to get work done anywhere, at any time, on any device.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].