Best Portal Software

Moxo's Service Orchestration Platform reimagines the concept of a portal by providing a dynamic, collaborative workspace for managing client, vendor, and partner interactions. This secure digital environment goes beyond traditional portals, offering comprehensive workflow orchestration capabilities. Moxo Flow enables businesses to streamline processes such as onboarding, document collection, and account servicing within a single, intuitive interface. The platform's customizable workflow templates and native actions, including digital signatures and real-time collaboration, allow for personalized service experiences. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all stakeholder interactions and information exchange.

Replace a multitude of services and apps with a single ecosystem for your business to work in. Explore the tools of Bitrix24 Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal. Bitrix24 helps you plan and execute your projects on time every time. Available online and on-premise with open source code access. Collaborative task management for teams large and small. Time tracking, reminders, reporting, templates, task dependencies and more. The world’s most popular free CRM by number of users (12 million companies and growing). Outstanding real time assistance tools that keep customers happy and coming back for your goods or services. Stunningly beautiful websites, landing pages and online stores that can be created by anyone without writing a single line of code. Free domain name and hosting is included. You can use the self-hosted version of Bitrix24 to run on your server.

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.

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.

The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.

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.

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

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.