Client portal costs can vary, and it's important to consider the value a client portal brings. Think about how much time and effort it saves you in client communication, how it improves client satisfaction, and how it streamlines your workflows. Many platforms offer free trials or demos, allowing you to test the portal and assess its return on investment before committing. Client portals can range from being included in basic plans to requiring a premium subscription, so explore different options to find the best balance of cost and features for your needs. <\/p>\n"},{"question":"What should be included in a client portal?","answer":"
A comprehensive client portal will include: <\/p>\n
Choosing the best client portals in project management software boils down to your specific project management needs. If you're looking for a versatile platform suitable for small companies, enterprise organizations, and everything in between, monday work management is an excellent choice. The G2 community rates it 4.7 out of 5, scoring higher than ClickUp<\/a> across every user category. <\/p>\n"},{"question":"What is the best project management tool to communicate with your clients? ","answer":" The best project management tool for client communication is one that offers a range of features to streamline interaction and keep everyone on the same page. Look for platforms with centralized document sharing and updates, real-time messaging for quick questions and feedback, and task management features that allow clients to easily track progress. Consider software that also offer customizable branding and reporting to enhance the client experience. If you need a solution that satisfies all of these requirements and more, check out monday work management's customizable client portal. <\/p>\n"}]}],"activate_cta_banner":false,"banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"custom_schema_code":"","post_date":"20250228","parse_from_google_doc":false,"content_doc":" Tired of playing phone tag and email ping-pong with clients just to keep them in the loop on project progress? There’s a better way. Project management software with a client portal transforms the entire process by creating a single, secure hub for real-time communication and feedback.\u00a0<\/span><\/p>\n To kickstart your software partner research, this guide explores 15 of the market’s best project management software featuring a client portal, including each platform’s features, pricing, user experience, and G2 reviews.\u00a0<\/span><\/p>\n <\/p>\n Get Started<\/a><\/span><\/p>\n Project management software<\/span><\/a> with a client portal enables in-house teams to collaborate while providing external clients with a secure space to access files and stay informed. This setup ensures clients can provide feedback and participate in real-time brainstorming \u2014 without being overwhelmed by internal project details.<\/span><\/p>\n <\/p>\n For example, imagine a marketing agency working on a client’s digital campaign. The agency sets up a project board where internal teams can track tasks, set deadlines, and manage milestones. Within the same tool, the client accesses a secure portal to review project updates, approve designs, and see how the project is shaping up.\u00a0<\/span><\/p>\n <\/p>\n The agency controls which parts of the project the client can see, preventing them from seeing anything you\u2019re not ready to share yet, and the awkward conversations that follow. At the same time, this software provides a way to keep clients in the loop about important updates and feel connected to the process.\u00a0<\/span><\/p>\n Having a client portal in your project management software enhances visibility, leading to smoother collaboration and better project outcomes. Here are some key benefits you can expect when using a project management tool with built-in client access:<\/span><\/p>\n If you\u2019re feeling overwhelmed by all of the hundreds of software options on the market, we\u2019re here to help. We\u2019ve compiled a quick comparison of 15 top client portal-ready project management software options to help your decision-making. Then, we\u2019ll go into detail so you can find the perfect solution for your internal and client needs.<\/span><\/p>\n <\/p>\n Now that you\u2019ve seen the high-level overview, let\u2019s dig deeper into each tool..\u00a0<\/span><\/p>\n Best for: <\/b>Large enterprises needing scalable, customizable project management solutions<\/span><\/p>\n <\/p>\n Companies requiring enterprise-grade project management capabilities and secure client portal features will love <\/span>monday work management<\/span><\/a>. The powerful project management platform enables secure client collaboration by allowing teams to invite guests to shared project boards.<\/span><\/p>\n <\/p>\n This approach empowers large teams to manage complex projects with ease and efficiency. It\u2019s the perfect tool for organizations looking to streamline workflows, improve communication, and stay on top of their most critical client projects.<\/span><\/p>\n <\/p>\n IMAGE<\/span><\/p>\n <\/p>\n G2 rating<\/span><\/a>: 4.7\/5\u00a0<\/span><\/p>\n <\/p>\n \u201cAs a fractional HR manager and business owner, I’ve been using monday.com for over 5 years, and it has been a game-changer in how I manage my business and support my clients. Whether you’re looking to streamline your recruiting process, manage client relationships, or keep your team on the same page, monday.com does it all \u2014 and then some!\u201d<\/span><\/i> \u2014 <\/span>Lori W<\/span><\/a>.<\/span><\/p>\n <\/p>\n Get Started<\/a>\u00a0<\/span><\/p>\n Best for<\/b>: Small teams seeking client-focused project management with real-time collaboration<\/span><\/p>\n <\/p>\n Copilot is a project management platform with a built-in client portal, designed to streamline communication between teams and their clients. While the portal is a core feature, Copilot also offers task management, workflow automation, and project tracking capabilities, making it a comprehensive solution for managing client projects from start to finish.<\/span><\/p>\n G2 rating<\/span><\/a>: 4.8\/5\u00a0<\/span><\/p>\n <\/p>\n \u201cI love how easy Copilot makes it to set up and use client portals. Everything is in one place \u2014 messages, files, integrations, customization, etc. \u2014 which keeps things super organized. It\u2019s simple to use and looks really professional for clients. I wish I could use my own payment processor instead of being limited to the built-in options. It would make billing more flexible.\u201d<\/span><\/i> \u2014 <\/span>Rick U<\/span><\/a>.\u00a0<\/span><\/p>\n Best for: <\/b>Teams needing AI-driven task prioritization and client collaboration<\/span><\/p>\n <\/p>\n Motion is a project management tool that stands out due to its AI-powered scheduling and task prioritization. It also includes client portal features, enabling teams to collaborate with clients in real time while leveraging Motion’s smart task automation to stay on track.<\/span><\/p>\n <\/p>\n G2 rating<\/span><\/a>: 4.1\/5\u00a0<\/span><\/p>\n <\/p>\n \u201cAs a digital advertising consultant with many clients, I have found so far that it really is helping me to stay organized and avoid forgetting important to-dos. Sometimes, the app is too quick to move tasks around or if you want to put a task at a permanent time every day, suddenly it will jump back to moving that task to when it fits in your calendar.\u201d <\/span><\/i>\u2014 <\/span>Marketing and advertising user<\/span><\/a>\u00a0<\/span><\/p>\n Best for: <\/b>Teams wanting simple, branded client portals for project feedback<\/span><\/p>\n <\/p>\n Dock is a simple yet powerful project management solution designed specifically with client collaboration in mind. It provides easy-to-navigate client portals that allow your prospects or clients to view progress, share feedback, and engage in conversations without overwhelming them with complex project details.\u00a0<\/span><\/p>\n <\/p>\n G2 rating<\/span><\/a>: 4.9\/5\u00a0<\/span><\/p>\n <\/p>\n \u201cClients and prospects love being able to navigate and use Dock to share internally. It’s extremely quick to create a new workspace and customize with company branding. In the last year, I’ve found 5+ confirmed bugs. It feels like I’m a part of their QA team.\u201d <\/span><\/i>\u2014 <\/span>Sam L<\/span><\/a>.\u00a0<\/span><\/p>\n Best for: <\/b>Enterprises needing advanced project management with client collaboration features<\/span><\/p>\n <\/p>\nWhat is project management software with a client portal?<\/span><\/h2>\n
The top benefits of project management software with a client portal\u00a0<\/span><\/h2>\n
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15 best project management software with a client portal\u00a0<\/span><\/h2>\n
Quick comparison: Project management software with a client portal\u00a0<\/span><\/h3>\n
1. monday work management\u00a0<\/span><\/h3>\n
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2. Copilot\u00a0<\/span><\/h3>\n
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3. Motion<\/span><\/h3>\n
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4. Dock\u00a0<\/span><\/h3>\n
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5. Wrike\u00a0<\/span><\/h3>\n