10 Migliori Strumenti di Gestione Progetti con Portale Clienti

Celoxis has a refreshing one-price-fits-all approach to project management software whereby their cloud-based or on-premise plan encompass all of their offerings without having to wade through a slew of confusing pricing packages. With this, you will have access to client portals at no additional cost, which helps with filtering, reporting, charting, and sharing your data.

You can easily give your clients access so that they can login to view reports shared with them, engage in online discussions, share files and even participate in business workflows like bug tracking, change requests, and item approvals. You can share reports and dashboards with clients that can include tabular, pie charts, bar charts and many other views of reports. To share it with a client, select the client in the "visible to clients field" in the add/edit report form. If you pick the "all" option, the report will be shared with all clients. Easy as that. You can also control which project tabs are visible to clients in a similar way.

Every client account can be configured to have the following privileges: 1) Allow client to view task information, excluding financial information. This determines whether clients can view task details. Financial fields (including custom fields) are never shown to the clients. 2) Allow client to view details of progress update on tasks. This determines whether clients can view updates and comments on the task. 3) Allow client to do progress update on tasks. This determines whether clients can add comments on a task.

One thing to note: If you share reports with your client, then the above privileges override the data shared in reports. For example, if you share a task list report to a client that does not have the "allow client to view task information, excluding financial information" privilege, then that client will see an empty report.

Celoxis integrates with over 400 third-party apps like Google Drive, MS Excel, JIRA, QuickBooks Online, Salesforce, Evernote, Slack, Zendesk, G Suite, Trello, Harvest, MailChimp, and more through a paid account with Zapier.

Celoxis costs from $25/user/month with a 5 user minimum and offers a free 30-day trial.

Wrike is a project management platform that lets teams organize projects, manage tasks, and collaborate with clients through customizable client portals and secure document sharing.

Who Is Wrike Best For?

Wrike is a good fit for mid-size to enterprise teams in marketing, professional services, and tech that need structured project management with external client collaboration built in.

Why I Picked Wrike

Wrike earns its spot as one of the best on my shortlist because it handles collaboration across internal teams and external clients without requiring clients to have a paid seat. I like that external requesters can submit work through custom request forms and leave comments directly on tasks, keeping all communication in one place rather than scattered across email threads. The built-in approvals feature lets clients review and sign off on deliverables from inside the platform, and you can track exactly where each approval stands. That combination of external request forms, in-task commenting, and approval tracking makes Wrike one of the most complete options for teams managing client-facing projects at scale.

Wrike Key Features

• Gantt chart view: Visualize project timelines, dependencies, and milestones across tasks using an interactive Gantt chart that updates in real time.
• Custom dashboards: Build dashboards that surface task status, workload, and project progress across multiple teams or workstreams in a single view.
• Resource bookings: Reserve time from specific team members or job roles and check availability before assigning work to a project.
• User activity reports: Generate audit reports that log every action taken by each user in your account, including edits, comments, and status changes.

Wrike Integrations

Wrike integrates with 400+ apps, including the most popular applications from Microsoft, Slack, Google, and Dropbox, along with sales and marketing software like Salesforce and Marketo. Check the app directory to see all the apps Wrike works with.

Scoro is a project management platform that brings together client portals, task tracking, time management, billing, and real-time reporting in one workspace.

Who Is Scoro Best For?

Scoro is a strong fit for professional services firms—like agencies, consultancies, and IT service providers—that manage multiple client projects simultaneously.

Why I Picked Scoro

Scoro earns its spot on my shortlist because of how deeply its real-time reporting is woven into every part of the project lifecycle. I love that the "Quoted vs Actual" table updates live as projects progress—so when a client engagement starts running over budget, I can see it immediately at the role, service, and project level, not after the fact. The customizable dashboards let my team pull together KPIs from across sales, delivery, and finance in one view, which means I'm not piecing together data from three different tools before a client check-in. Scoro also has 47 pre-built report templates, so generating a profitability-by-project breakdown takes minutes, not hours.

Scoro Key Features

• Client portal: Share quotes, project updates, and files with clients through a dedicated portal where they can approve quotes and message your team in real time.
• Gantt charts: Visualize project timelines and task dependencies in a drag-and-drop Gantt view that updates as work progresses.
• Resource bookings: Tentatively reserve team members' time before a project kicks off, with Scoro auto-generating bookings based on quoted hours.
• Invoicing: Auto-generate invoices directly from approved quotes and let clients pay in just a few clicks via a built-in payment integration.

Scoro Integrations

Scoro offers native integrations with Xero, QuickBooks, Zapier, Google Calendar, Outlook, Slack, and Mailchimp. An API is available for custom integrations.

Rocketlane is a project management platform designed for client-facing teams, offering project planning, branded client portals, document sharing, and real-time collaboration tools.

Who Is Rocketlane Best For?

Rocketlane is a good fit for customer onboarding and professional services teams that need a structured, client-facing delivery experience.

Why I Picked Rocketlane

Rocketlane earns its spot on my shortlist because of Nitro, its AI agent layer that performs delivery work instead of only surfacing suggestions. I'm particularly impressed by how Nitro auto-generates project plans directly from SOWs, emails, and discovery calls—so when a new client signs, my team isn't starting from a blank slate. The documentation agent is another feature I rely on heavily: it pulls decisions from calls and PDFs to auto-create and update SOWs, handoff notes, and implementation docs in real time. Additionally, Nitro's governance automation handles approvals, escalation nudges, and project plan updates in the background, which means my team spends less time on administrative follow-up and more time on client work.

Rocketlane Key Features

• Branded client portal: Give clients a dedicated, fully customizable portal—with your colors, logo, and fonts—where they can view project plans, timelines, tasks, and files in one place.
• Automated status updates: Build templates for project updates and schedule them to go out on a recurring basis, keeping clients informed without manual effort.
• Gantt, Kanban, and board views: Switch between Waterfall, Agile, Gantt, Kanban, or board layouts depending on how your team prefers to manage and visualize project work.
• Partner Central: Bring external partners into project delivery with cross-company collaboration, shared project information, and performance reporting in one place.

Rocketlane Integrations

Rocketlane offers native integrations with Slack, Salesforce, Jira, HubSpot, Google Calendar, and Outlook Calendar. It also connects with Zapier and Workato for broader workflow automation.

Productive is a project management platform for agencies that brings together client portals, project tracking, budgeting, time tracking, and invoicing in one workspace.

Who Is Productive Best For?

Productive is a strong fit for digital agencies and professional services firms that need to manage client projects, track billable time, and monitor project profitability in one place.

Why I Picked Productive

Productive earns its spot on my shortlist because it's one of the few project management tools that connects client-facing work directly to financial performance. I love that the budgeting and profitability tracking isn't a separate report you pull at the end of a project—it updates in real time as your team logs hours. So if a project is burning through budget faster than expected, I can see it happening and act before it becomes a problem. The client portal also lets me give clients direct access to their project budgets and custom dashboards, so they're not emailing me for status updates—they can just log in and see exactly where things stand.

Productive Key Features

• Multiple project views: Switch between Gantt, Kanban board, calendar, timeline, and workload views to manage tasks across different project types.
• Resource planning: See team capacity, billable hours, and availability in one view, and use placeholder bookings to plan for tentative or unconfirmed projects.
• Automated project workflows: Set up automations to trigger actions like creating invoices or sending Slack messages when project conditions are met.
• Client feedback forms: Build forms to collect client input and automatically convert responses into tasks.

Productive Integrations

Productive offers native integrations with Slack, Google Calendar, Xero, QuickBooks, HubSpot, and Jira. It also connects with Zapier and provides an API for custom integrations.

Bonsai Agency Software is a project management platform designed for agencies, offering client portals, task management, file sharing, time tracking, and invoicing in one workspace.

Who Is Bonsai Agency Software Best For?

Bonsai Agency Software suits small to mid-sized agencies that manage client-facing projects and need a single platform to handle tasks, contracts, and billing.

Why I Picked Bonsai Agency Software

I chose Bonsai Agency Software for its client portal, which is integrated into the project management workflow. Clients get a branded, white-labeled portal where they can view assigned tasks, leave feedback on deliverables, and track real-time project progress—without needing to create an account. The portal also surfaces invoices and documents in the same space, so clients aren't jumping between email threads and separate tools to find what they need. The built-in direct messaging keeps all client communication tied to the project context rather than scattered across inboxes.

Bonsai Agency Software Key Features

• Task estimates: Set time estimates on individual tasks and compare them against actual logged hours in real-time reports to catch overruns early.
• Kanban and Gantt views: Switch between a Kanban board for progress tracking and a Gantt view to map tasks across a project timeline.
• Project budget tracking: Monitor project costs, rates, and profit margins in real time as your team logs time and completes tasks.
• Recurring tasks: Set tasks to repeat automatically so routine project work doesn't need to be manually recreated each cycle.

Bonsai Agency Software Integrations

Bonsai Agency Software offers native integrations with Google Calendar, QuickBooks, and Zapier. An API is available for custom integrations.

Zoho Projects is a project management platform for teams who need client-facing workspaces, offering tools for task tracking, document sharing, time tracking, and customizable client access.

Who Is Zoho Projects Best For?

Zoho Projects is a good fit for agencies and client-services teams that need to give clients direct, branded access to project progress and deliverables.

The pricing page confirms the custom domain feature (available on Enterprise plan), client users feature, custom profiles and roles, and role-based access controls.

Why I Picked Zoho Projects

I picked Zoho Projects as one of the best because of how far it goes with portal branding. Most project management tools let you add clients as users—Zoho Projects lets you map your own company domain to the portal, so clients access their project workspace through your URL, not a zoho.com address. That's a meaningful difference when you're trying to present a polished, agency-branded experience. I also like that client access is tightly controlled through custom profiles and roles, so you can define exactly what each client user sees and does within a project. Combined with automated notifications that keep clients updated on task and issue status changes, the portal functions as a real client-facing workspace rather than just a shared task list.

Zoho Projects Key Features

• Gantt chart: Visualize task timelines, set dependencies, and reschedule tasks directly within the chart view.
• Blueprint workflow automation: Design step-by-step task workflows that assign the right people and trigger field updates as task statuses change.
• Timesheet and invoicing: Log time against tasks and convert those time logs into invoices through a Zoho Books or Zoho Invoice integration.
• Portfolio dashboard: View task status, budget health, and project progress across all active projects from a single dashboard.

Zoho Projects Integrations

Zoho Projects offers native integrations with Zoho CRM, Zoho Books, Zoho Invoice, Google Drive, Microsoft 365, Slack, GitHub, Bitbucket, Dropbox, and Zapier. An API is available for custom integrations.

Dock is a project management platform designed for teams who need client-facing portals, collaborative workspaces, and tools for sharing project plans, documents, and feedback.

Who Is Dock Best For?

Dock is a good fit for customer success and implementation teams that manage onboarding and ongoing projects with external clients.

Why I Picked Dock

I've included Dock in my top picks because of how it handles collaborative project planning directly inside the client portal. Most project management tools treat the client as an afterthought—you manage the project internally and then send status updates. Dock flips that by giving clients their own view of the project plan, with multi-phase task checklists, kanban boards, and timelines they can interact with. Relative due dates auto-populate based on a project's start or end date, saving manual setup when you're spinning up new client workspaces from a template.

Dock Key Features

• White-label client portals: Apply your logo, brand colors, and custom domain to every client-facing workspace.
• Workspace engagement analytics: Track which clients are viewing your portal, what content they're clicking on, and how long they're spending on shared files.
• In-portal messaging: Communicate with clients directly inside the workspace, with threads that can sync to a shared Slack channel.
• Secure access controls: Restrict portal access by individual email or domain, or use magic links for frictionless client entry.

Dock Integrations

Dock offers native integrations with Salesforce, Slack, Gong, Zoom, and Google Drive. You can also embed tools like Loom, Looker, Typeform, and Figma within Dock workspaces. An API is available for custom integrations.

However, it does more than bundle all your client communication into one place. You can also automate responses to save your team time using templates and canned responses. If your team gets asked lots of common questions, you can use pre-populated responses to answer them quickly—and automatically.

Each question is also timestamped, so you can see when it landed in the portal and when a team member last answered it. If a question is resolved, its status flips to "solved" so you can file it away.

Another cool feature of Teamwork’s client portal is its branding features. You can upload your entire stylesheet using the .css file upload feature, add your company favicon, and even use a custom URL.

Teamwork’s paid plans start at $10/user/month.

The year 2000 called, and it wants its interface design back.

But what it lacks in a clean, modern interface, it more than makes up for in its security chops. The tool's "data rooms" are set up with security measures like role-based permissions, session timeouts, audit trails, and two-factor authentication.

Long story short—you don't have to worry about prying eyes in your client files because it's a very secure portal.

OneHub is a client portal and project collaboration platform that lets you create secure workspaces, share files, manage permissions, and communicate with clients in one place.

Who Is OneHub Best For?

OneHub is a good fit for small to mid-sized businesses and agencies that need a straightforward way to share files and collaborate with clients securely.

Why I Picked OneHub

OneHub earns its spot on my shortlist because security isn't an afterthought here—it's the foundation the whole platform is built on. I like that you get granular, object-level permissions, meaning you can lock down access at the account, workspace, folder, or individual file level. That kind of control matters when you're sharing sensitive project deliverables with clients who shouldn't see each other's work. Every user action is captured in a full audit trail, so I know who viewed, downloaded, or printed a file and when. The automatic document watermarking—which stamps a client's email address directly onto files—adds another layer of accountability that most client portal tools simply don't offer.

OneHub Key Features

• Workspace dashboards: Set up a dashboard inside each client workspace with a welcome message, recent activity overview, and quick-access links.
• Version control: OneHub automatically generates a new file version whenever a file is updated, with clear version numbering and access to previous versions.
• Workspace agreements: Require clients to accept a custom agreement before accessing any content in a workspace.
• White label and custom domains: Remove all OneHub branding and route workspaces through your own domain so the portal looks like yours.

OneHub Integrations

OneHub offers native integrations with Google Drive, Dropbox, Box, and OneDrive, and provides an API for custom integrations.