Best client portal software features

Ryan Forsythe, Content Marketing Specialist, Moxo

Client portals have become an essential tool for businesses to streamline collaboration with their clients. But with so many options available, it can be overwhelming to determine which client portal software and tools are the best fit for your business's specific needs. In this article, we will delve into the world of client portals and explore the top features that set the best of them apart. Whether you're a small business owner or working for a larger corporation, we've got you covered. So sit back, relax and get ready to uncover the best client portal options to take your business to the next level.

What is client portal software?

Client portal software is a platform that allows service-based businesses to create a centralized digital destination for their clients, vendors, and partners. Client portals can enable businesses to efficiently manage projects, access important documents, and streamline business processes.

Client portals also enhance the professional image of a business, adding a degree of technical sophistication and accessibility. Instead of constantly relying on you or your staff for project updates, clients can log in to their personalized dashboard and conveniently access vital information at their own pace, and reach in for service when they need it. This transforms your service-based business into a seamless and scalable SaaS-like product, revolutionizing the way you deliver your services.

How customer portals improve client relationships

A customer portal can be a powerful tool in enhancing customer experience and in helping manage projects more efficiently. By automating routine processes, businesses can save hours each day, allowing them to focus on providing a better service experience to their customers. Client portals also provide a platform for businesses to engage with their clients on their terms, offering access to project updates and information at any time. For clients, having easy access to your organization can make them feel comfortable with their decision to work with you and reduce the time your business has to spend in ongoing management of that customer relationship. Ultimately, creating a customer portal can lead to improved relationships with your clients, enhancing their experience and helping to grow your customer base.

What to look for in client portal software

Collaboration capabilities

Collaboration is essential to any successful business-client relationship, and client portal software can help make that collaboration seamless and efficient. With features like video meetings, digital signatures, and forms, clients and team members can communicate in real-time from anywhere in the world. Project milestones can be shared and tracked, and task statuses can be updated and viewed by all parties involved. Forms and documents can be securely shared, edited, and signed electronically, saving time and effort. When evaluating client portal software, consider the collaboration features it offers and how they can support your business's communication needs.

Here are some key client portal features you should look for:

  • Messaging
  • Video Meetings
  • Secure File Exchange
  • Forms
  • Digital Signatures

Workflow automation

Efficient workflows and automation are crucial features to consider when selecting client portal software for your business. With time being of the essence in today's fast-paced world, it's important to be efficient with your resources in order to increase productivity and save time. The ability to automate repetitive tasks can significantly reduce the time and effort required to manage your client relationships. Look for software that offers a user-friendly drag-and-drop builder, which allows you to easily customize and organize your workflows. Once created, you should be able to save your workflows as templates for quick reuse and make changes as needed. Overall, incorporating workflow and automation features into your client portal software can be a major advantage in running your business.

Flexible integrations

To make it easy to streamline customer, vendor, and partner workflows, businesses need to ensure that the client portal software they choose offers seamless integration with their existing technology. The key here is to search for a platform that can integrate with multiple applications, as having an all-in-one solution may not fit the unique needs of every business. The ultimate goal is to have a client-facing experience to plug-into - which allows for greater flexibility in the types of digital experiences a company can create, based on their unique business processes.

Security & compliance

Maintaining the confidentiality of information shared with external parties is always a top priority for businesses. When seeking a client portal software, it is important to ensure that the software is secure and free from vulnerabilities, and compliant with regulations such as SOC 2 and GDPR. This will give stakeholders peace of mind knowing that measures have been taken to prevent sensitive information from being leaked. The software should also provide several layers of security such as data encryption, network, and physical security to keep data safe from unauthorized access. Ensuring that a client portal is secure and compliant is critical for businesses looking to protect sensitive information.


Choosing the right client portal software for your business can have a significant impact on your customer's experience. It's essential to find a solution that is flexible and customizable to meet the diverse needs of your clients.

Investing in client portal software can lead to improved client retention and overall business efficiency. With that said, Moxo's client portal software stands out as a reliable and powerful option for businesses seeking a customizable, secure, and easy-to-use platform. If you’re looking to streamline interactions with clients, vendors, and partners, Moxo's no-code client portal software is worth evaluating.