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10 Best CRM Software with Client Portal

Corporate solutions for client management



Customer relationship management (CRM) software is a vital tool for any business that wants to provide a seamless and personalized experience for its clients. However, not all CRM software are created equal. Some of them offer a unique feature that can make a huge difference in your customer satisfaction and retention: a client portal.

But how do you choose the best CRM software with a client portal for your business? There are many factors to consider, such as the functionality, usability, pricing, integration, and support of the software. To help you narrow down your options, we have compiled a list of the 10 best CRM software with a client portal in 2023. Here they are.

Before we go into the top 10 picks, here are our top 3 picks. 

  1. CostaRicaCRM (Best Overall CRM)
  2. ClickUp (Best CRM Tool for Project Management and Task Tracking)
  3. Zoho CRM (Best CRM Tool for Workflow Automation)

Here are our top 10 picks. 

  1. CostaRicaCRM (Best Overall CRM)

As you know by now, not all CRM systems are created equal. Some are too complex, too expensive, or too difficult to use. That’s why we recommend Costarica CRM, a simple and affordable CRM solution that is designed for small businesses in Costa Rica.

But Costarica CRM is not just a standalone software. It also integrates with LocalCRM, a platform that connects local businesses with their customers through SMS, WhatsApp, Facebook Messenger, and email. LocalCRM helps you generate more leads, increase conversions, and improve customer loyalty. With LocalCRM, you can create campaigns based on location, interests, behavior, and preferences. You can also send coupons, offers, surveys, feedback requests, and more. By integrating Costarica CRM and LocalCRM, you can create a powerful follow-up system that will boost your sales performance.

Here are some of the features:

  • Compliance with regulations 
  • Integration with payment gateways and accounting systems
  • Customization of workflows and fields according to your business model
  • Lead generation and nurturing from multiple sources
  • Document sharing and analysis for contracts and proposals
  • Customer retention and satisfaction

Rating: 

Pricing

CostaRica CRM offers various packages at different price points. You may contact info@CostaRicaCRM.com for more information about their services.

The best part about the pricing is that you only pay for how much you need.

ProsCons
A cloud-based solution, hence, will not require any maintenance or installation. Affordable and suited for small and medium-sized enterprises. Features range from sales and marketing to project and inventory management. Simple and non-elusive UI.Limited integration option with other tools, such as social media and e-commerce platforms.It can be challenging for document customization.
  1. ClickUp 

ClickUp is an incredibly versatile solution for startups, serving both as a project management software and a powerful CRM tool. With ClickUp, startups can efficiently manage their contacts, customers, and deals all in one centralized platform. This allows for seamless tracking of every step in the sales process and enables startups to analyze valuable data to make informed business decisions.

ClickUp has various features which can foster the growth of startups. It can help startups build stronger customer relationships, streamline their processes, automate their workflows, and scale their growth.

Here are some of the features:

  • Flexible CRM views
  • Dashboards
  • Custom Statuses
  • Custom Fields
  • ClickUp for Startups Program

Rating: 4.7/5 (G2 Rating)

Pricing

The pricing of ClickUp for Startups is based on the number of users and the duration of the subscription. There is a $3,000 credit which can be used to pay for any plan, but the Enterprise plan is recommended for startups who want to access all the features. The Enterprise plan costs $9 per user per month when billed monthly, or $19 per user per month when billed annually.

ProsCons
ClickUp is an easy way to keep track of sales leads and projects in one place.They are known for their user-friendly interface.ClickUp offers unlimited storage in premium plans.While ClickUp is a diverse multifunctional tool, it’s not as robust as a dedicated CRM.
  1. Zoho CRM

Zoho CRM Plus is an all-in-one CRM solution that offers a powerful and customizable client portal. You can create multiple portals for different types of customers, customize the look and feel, and control the access and permissions of each portal. 

You can also integrate the portal with other Zoho apps, such as Zoho Desk, Zoho Projects, and Zoho Books, to provide a comprehensive service to your customers. Zoho CRM for client portal is a powerful tool that can help you grow your business and strengthen your relationships with your stakeholders. 

Here are some of the features:

  • Self-Service Sales
  • Digital Catalogues
  • Customization
  • Controlled Access
  • Invite-Only Platform
  • Password Protection
  • E-Catalogues

Rating: 4.0/5 (G2 Rating)

Pricing

Zoho CRM offers four pricing plans: Standard at $14/user/month, Professional at $23/user/month, Enterprise at $40/user/month, and Ultimate at $52/user/month, all billed annually.

ProsCons
Zoho CRM offers a feature-rich platform to engage with your customers.You can manage contacts, send mass emails, and notifications, and manage inventory, and implement an AI assistant.It even gives your customers a mobile app to stay synced.It has an extensively AI-driven contact and lead management system.The software cannot be self-hosted on your private server.Zoho CRM has a steep learning curve and the most advanced features are only accessible at the higher-priced tiers.
  1. Zendesk

Zendesk CRM is a powerful, flexible platform that allows you to build and customize your client portal according to your unique business needs. With Zendesk CRM, you can design your client portal to match your brand identity and style, using templates, widgets, and custom code. You can also create different themes for different user segments, languages, or devices.

Zendesk CRM can be the ultimate solution for creating a client portal that enhances your customer experience. This CRM empowers you to provide your customers with a seamless, personalized, and self-sufficient service that boosts their loyalty and satisfaction.

Here are some of the features:

  • Helpdesk (Zendesk Support)
  • Live Chat
  • Cloud-Based Platform
  • Email Marketing
  • Sales Tools
  • Employee Engagement
  • Customer Engagement Software

Rating: 4.3/5 (G2 Rating)

Pricing

Zendesk CRM offers various plans. The Suite Team plan starts at $55 per agent/month. The Suite Growth plan is $89 per agent/month. The Suite Professional and Suite Enterprise plans are both $115 per agent/month.

ProsCons
A customer portal allows customers to manage their relationship with your company, such as checking the status of their open support requests.When integrated with other systems, a customer portal can also allow customers to view and make changes to their account information.Zendesk can also be used as a lead management tool, making it versatile for most companies.The call feature can occasionally be buggy.It is a bit expensive compared to some of the newer CRM platforms.
  1. Smartsheet

Smartsheet CRM also provides you with a client portal that allows you to share relevant information and collaborate with your clients in real-time. You can create a personalized and branded portal for each client, where you can share dashboards, reports, files, forms, and more. 

You can also control the access and permissions of each client, and get feedback and approvals from them easily. With the Smartsheet CRM client portal, you can enhance your client experience and build long-lasting relationships.  Smartsheet also enables access to helpful templates, automates reminders, and integrates with the tools you already use, such as Gmail, Google Calendar, Outlook, Slack, Dropbox, DocuSign, and more.

Here are some of the features:

  • Cloud-Based Platform
  • Real-Time Visibility
  • Collaboration Across Teams
  • Automate Routine Business Processes
  • Scalable, Secure, and Flexible
  • Advanced Workflows

Rating: 4.4/5 (G2 Rating)

Pricing

Smartsheet CRM offers three pricing plans. The Pro plan costs $7 per user per month and includes up to 10 editors, unlimited sheets, and 20 GB of storage. The Business plan is priced at $25 per user per month and includes unlimited editors and 1 TB of storage. For the Enterprise plan, you’ll need to contact the sales team for custom pricing.

ProsCons
Smartsheet CRM offers a free forever plan and affordable paid plans starting at $7 per month.It is very powerful and highly customizable.It provides powerful analytics and reporting tools.It has robust data protection and compliance.Smartsheet CRM has a steep learning curve.Add-ons are required for time tracking and resource management.Pages do not update in real-time.
  1. Bitrix24

Bitrix CRM is a powerful and versatile CRM software that can be used to manage all aspects of your customer relationships, from lead generation to customer support. It also includes a built-in client portal that allows your customers to view and manage their own accounts, submit support tickets, and more. 

The Bitrix CRM client portal is a secure and customizable portal that you can use to give your customers access to the information and tools they need to manage their accounts. Below are the features they offer.

Here are some of the features:

  • Tasks & Projects
  • Chats and Online Meetings
  • Website Builder
  • Online Documents
  • Marketing Tools
  • Customization

Rating: 4.0/5 (G2 Rating)

Pricing

Bitrix24 CRM has different plans with different prices and features. You can pick the free plan, the Start+ plan, the CRM+ plan, the Project+ plan, the Business Standard plan, or the Business Professional plan. The prices depend on the users, the storage, and the payment. You can also try the Enterprise plan or the Professional plan for free.

ProsCons
It is free for unlimited users, with access to basic features such as tasks.Offers a wide range of features for different business needs.It is easy to use and has a quick learning curve.Limited storage space for the free plan (5 GB) and the paid plan (up to 100 GB), which can be insufficient for large businesses.Poor document sharing and syncing between users.More expensive than some of its leading competitors
  1. Caspio

Caspio CRM is a low-code platform that helps you build custom cloud applications without coding. It is seamlessly integrated with your customer portal to connect sales, marketing, and service teams.

Caspio CRM also provides you with comprehensive analytics and insights on your customer portal performance. You can measure the application completion rates, turnaround times, drop-off rates, conversion rates, referral rates, and more. It also enables you to identify the most effective lead generation channels, optimize your form layouts, and improve your customer experience.

Here are some of the features:

  • Visual app development tools 
  • User management 
  • Security and Compliance 
  • Integration 
  • 24/7 support 

Rating:  4.8/5 (G2 Rating)

Pricing

Caspio is a software that lets you create online database applications without coding. It has a free plan and four paid plans with different features and prices. You can also try it for free for 15 days.

ProsCons
Caspio is known for its user-friendly interface. The software has a robust authentication protocol, making it very secure.There are a lot of tutorials available, and the customer care is very friendly and responsive.Some users have reported negative experiences with the sales team.There should be a multiple checkbox feature, where the choices can be pulled from other fields.
  1. Odoo CRM

Odoo is an open-source software that is distributed under the AGPL license. Odoo is also developed by a large community of contributors who collaborate on GitHub. However, Odoo also offers some proprietary features and services that are not included in the open-source version, such as hosting, support, migration, and customization. These features and services are available for a fee under the Odoo Enterprise edition.

Odoo CRM makes it easy for you to create a customized client portal for each of your customers. You can use the Odoo Apps Store to find and install the modules that suit your needs and preferences. You can also use other modules such as Email Marketing, Sign, Project, Website, eCommerce, and Discuss to add more features and functionalities to your sales process.

Here are some of the features:

  • Modern User Interface
  • Mobile Interface
  • Leads Nurturing
  • Lead Scoring
  • Import Leads
  • Online Acquisition
  • GeoIP Detection
  • Assignation Rules

Rating: 4.1/5 (G2 Rating)

Pricing

Odoo CRM offers a free Community edition. The Enterprise edition costs $20/user/month with annual billing or $25/user/month with monthly billing. Individual apps can be added to meet your specific needs. Prices for hosting and other services vary.

ProsCons
Odoo CRM is known for its wide range of functionalities.It offers customization options.It allows you to upload, and manage contacts for the sales team.It provides individual customer follow-up.It has a call center integration.The initial setup and configuration can be complex and challenging, especially for the initial users unaware of the system.Implementing customizations may require technical support.There can be server downtime or technical glitches.
  1. LeadSquared

Leadsqaured CRM is a sales execution CRM and marketing automation software that helps you run high-velocity sales across all channels. It is tightly integrated with your customer portal to connect sales, marketing, and service teams.

Leadsqaured CRM also enables you to create a referral program for your customers and partners. You can incentivize them to refer new leads to your business through your customer portal. Gamifying the referral process by setting up goals, rewards, and leaderboards. This can help you increase your word-of-mouth marketing and generate more qualified leads.

Here are some of the features:

  • Improved Communications
  • Better Team Coordination
  • Integrations
  • Customization
  • Capture Leads from Twitter/Facebook
  • CRM & Sales Dashboards
  • Mobile Support

Rating: 4.4/5 (G2 Rating)

Pricing

LeadSquared CRM offers three pricing plans: Lite at $25 per user/month, Pro at $50 per user/month, and Super at $100 per user/month. These plans are designed to provide tools for high sales efficiency.

ProsCons
LeadSquared helps businesses reduce lead leakage to zero since the platform captures leads from all channels.Capturing leads is just one part of the equation.The product is easy to use and integration with the product was quite easy.Server issues most of the time may lead to loss of lead activities.For advanced users, there might be limited customization and flexibility.The reporting capabilities are a tad limited in their scope.
  1. Salesforce Sales Cloud

Salesforce Sales Cloud is one of the most popular and versatile CRM platforms on the market. It allows you to create a branded and personalized client portal using the Salesforce Community Cloud. You can use drag-and-drop tools, templates, and components to build your portal or code your own with Lightning Web Components. 

You can also integrate the portal with other Salesforce products, such as Service Cloud, Marketing Cloud, and Commerce Cloud, to offer a complete customer journey. It can help you deliver exceptional customer service, increase customer loyalty, and grow your business faster.

Here are some of the features:

  • Campaign Management
  • Leads Management
  • Accounts Management
  • Contacts Management
  • Opportunities Management
  • Cases Management
  • Reports and Dashboards

Rating: 4.3/5 (G2 Rating)

Pricing

Salesforce Sales Cloud offers four pricing plans: Starter at $25/user/month, Professional at $80/user/month, Enterprise at $165/user/month, and Unlimited at $330/user/month, all billed annually.

ProsCons
Salesforce is a super-reliable cloud solution that seems to be a more cost-effective investment compared to on-premises CRMs.It offers extensive customization options.It provides powerful reporting.Salesforce CRM is accessible round-the-clock from anywhere worldwideSalesforce is fully reliant on the internet connection.The lack of control over system upgrades and planned downtimes can become a real problem for a company wishing to manage such system issues by itself.It is incredibly technical, difficult to use, and very expensive to maintain.

Which CRM Software with Client Portal is best for agencies?

The best CRM software with a client portal for agencies is Costa Rica CRM from LocalCRM.com. It’s an affordable, easy-to-use, and feature-rich solution that can help you improve your customer relationships and grow your business.

Costa Rica CRM’s client portal is one of the best ones out there. It allows your clients to view their account information, submit support tickets, and track the progress of their projects. It also includes features like document sharing and task management.

Which CRM Software with a Client Portal is Best for Freelancers?

One of the best CRM software with a client portal for freelancers is CostaRica CRM. CostaRica CRM is an affordable, cloud-based solution that offers a wide range of services and features to help you manage. These handy features include.

  • It has a user-friendly interface and a flexible pricing model based on the number of users and contacts. You can start with a free plan and upgrade as your business grows.
  • It integrates with popular tools such as Gmail, Google Calendar, Stripe, PayPal, Zapier, and more.
  • It has a powerful client portal that allows you to share files, messages, invoices, and feedback with your clients.
  • It has a robust project management feature that lets you create tasks, milestones, deadlines, and time tracking.
  • It has a smart invoicing feature that enables you to create and send professional invoices to your clients. 

What is a CRM client portal?

A CRM client portal is a secure online space where your clients can access information about their accounts, projects, and support tickets. It’s a great way to improve communication and collaboration with your clients and to give them more control over their own experience.

How much does a CRM Software with Client Portal cost?

The cost of CRM software with a client portal can vary depending on the features and functionality you need, as well as the size of your business. However, most CRM software with client portals starts at around $10 per user/month. Go to localcrm.com to find the most viable pricing option for you. 

When choosing CRM software with a client portal, don’t just focus on the price. Consider the features and functionality you need, as well as the customer support offered by the software provider.

How to use a CRM Software with a Client Portal?

Here are a few tips:

  • Make sure your client portal is easy to use and navigate. Your clients should be able to find the information they need quickly and easily.
  • Use the client portal to centralize all communication with your clients. This will help you stay organized and keep track of all your conversations.
  • Give your clients access to the information they need, such as their account information, project progress, and support tickets. This will empower them to self-serve and reduce the number of support requests you receive.
  • Collect feedback from your clients through the client portal. This feedback can help you improve your products, services, and customer experience.
  • Use the client portal to upsell and cross-sell your products and services. Your clients are more likely to buy from you if they trust you and are happy with your services.

What are the advantages of CRM Software with Client Portal?

CRM software with a client portal offers a number of advantages, including.

  • Improved customer communication and collaboration: A client portal gives you and your clients a central place to communicate and collaborate.
  • Increased customer self-service: A client portal allows customers to access information about their accounts, track their projects, and submit support tickets on their own. 
  • Enhanced customer satisfaction: A client portal gives customers a more personalized experience.

What are the disadvantages of CRM in Social Media?

There are also a few potential disadvantages to using CRM software with a client portal.

  • Cost: CRM software with a client portal can be expensive, especially for small businesses.
  • Complexity: CRM software can be complex to set up and use. This can be a challenge for businesses that don’t have a lot of technical expertise.
  • Security: It’s important to choose CRM software with a client portal that has robust security features. Otherwise, your customer data could be at risk.

What CRM practices should be avoided in CRM Software with Client Portal?

  • Don’t use the client portal as a dumping ground for information. Your client portal should be a curated space with the information that your clients need and want. Don’t just dump a bunch of documents and links on them.
  • Don’t ignore your client portal. Once you’ve set up your client portal, don’t forget to use it! Make sure to keep it updated with fresh content and respond to your client’s feedback.
  • Don’t make it difficult for your clients to use the portal. Your client portal should be easy to navigate and use. If it’s too complicated, your clients are less likely to use it.
  • Don’t use the portal to spam your clients. The client portal is a great way to communicate with your clients, but don’t abuse it. Only send them messages that are relevant to their needs.
  • Don’t forget to personalize the experience. The client portal should be a personalized experience for your clients. Make sure to use their names and tailor the content to their interests.

By avoiding these common traps, you can use your CRM software with a client portal to create a positive and engaging experience for your customers.

What are the things to consider in a CRM Software with Client Portal?

When choosing a CRM software with a client portal, these are the key things you must consider as these are the pillars of any great CRM 

  • Features: What features are important to you and your business?
  • Ease of use: The CRM software should be easy to use for both you and your clients. It should be user-friendly and intuitive, with a clean and simple interface.
  • Security: Security is paramount when it comes to choosing CRM software with a client portal. 
  • Scalability: Your CRM software should be scalable to meet the needs of your growing business. Look for software that can be easily customized and integrated with other business systems.
  • Price: CRM software can range in price from affordable to expensive. Choose a software package that fits your budget and needs.
  • Mobile compatibility: If you and your clients are on the go, it’s important to choose a CRM software with a client portal that is mobile-friendly.
  • Free trials: Many CRM software providers offer free trials. This is a great way to try out the software before you commit to a paid subscription.
  • Customer support: Make sure the CRM software provider offers good customer support. This is important in case you have any problems with the software or need help getting started.




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