Tools For Building Client Portals

Client Portals are my favourite type of tech tools on the planet. And the reason for that is simple. They provide a personalized experience for your clients. Once a client logs in they have access to private area on your website that has content customized specifically for them.

A client portal is a cloud-based web app accessed via a single, secure entry point, like a login page. Client portals are used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant to them. So a client portal is more secure than giving all users access to your database.

You can use client portals as a way to differentiate yourself in your niche by offering something to your clients that no one else is offering. It will help you close clients faster, and also fulfill and provide a better service to your clients once they have signed up with you.

As a coach, you can deliver unique content to each one of your clients. Share files. Have unique conversations.

The days of one size fits all content are over.

Softr
softr is a cloud-based client portal that can be accessed via a single, secure login page and used by organizations to provide a professional service, communicate securely, and collaborate with customers, teams, partners, or community members. Users are granted permission to view, edit, share and collaborate only on documents and tasks that are relevant in a secure way.
AhSuite
AhSuite stands out by allowing you to embed almost anything (reports, presentations, Google Analytics, etc.) in an easy-to-use and very customizable portal. It also stands out by letting you share files and passwords securely with clients.
SuperOkay
A unified easy-to-use interface to share all your links and documents with your clients and partners.
UpCoach
A portal that offers everything in one-place: coaching, courses, worksheets & community. All under your own brand.
Clinked
A high-end client portal. Includes chat capabilities. Focuses on sharing and commenting on documents with clients.
SuiteDash
Instantly increase the value of your coaching program by creating a centralized video library or playlist unique for each client.
Serchie
Hold your customers accountable with unique coaching plans and have them report on their progress individually. Deliver unique content to each client through your own branded client portal.
Clust
A client portal that is focused on onboarding clients and collecting documents. It has a great form builder and communication tools.
ClientPortal
A flexible WordPress plugin that lets you integrate your client portal seamlessly with your WordPress site.
Plutio
This one is a gem. Plutio is a comprehensive project management software for freelancers and agencies that combines client portals features offering your clients customizable dashboards with secure file sharing.

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