Tools For Building Client Portals

What They Do

These are my favorite type of tech tools on the planet. And the reason for that is simple. They provide an easy way to create a login page on your website for your clients. Once a client logs in they have access to private content that is only accessible for this client.

How They Fit In Your Online Business

These tools fit in 1 stage of your end-to-end online business.

  • Offer Stage: 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.

Why I Like These Tools

They give you a competitive advantage by differentiating you from everyone else.

Imagine you’re a coach with several clients. You can set up specific content, files or videos to each one of your clients and have it available for them once they login to their own little area on your website.

They can make their own updates on those files or upload their own, creating a secure work-in-progress area that only you and your client have access to.

Your clients will love you! It’s as simple as that.

If I had to pick only one tool in this category:

Client Portal
My vote goes to Client Portal. It’s a plugin for WordPress. Very flexible and lets you integrate seamlessly with your WordPress site to look even more pro.

More client portal tools to check…

  • Plutio
    This one is a gem. Combines client portals with end-to-end project management.
  • Clinked
    A high-end client portal. Includes chat capabilities. Focuses on sharing and commenting on documents with clients.