Skip to main content

Project management software with client portals helps teams streamline collaboration by giving clients real-time visibility into project status, timelines, and deliverables. Instead of chasing updates through emails or meetings, client portals offer a centralized space for feedback, file sharing, and status tracking—reducing miscommunications and keeping everyone aligned.

I’ve independently tested and reviewed the top project management tools with built-in client portals to help you find the right fit. From sharing progress updates to managing approvals and deadlines, each tool in this list makes it easier to work transparently with clients while keeping your internal team focused and organized.

Why You Can Trust Us

The Best Project Management Software With Client Portals Software Comparison Chart

Here is a table where you can compare all the tools we just covered in the overviews.

Overviews Of The 10 Best Project Management Software With Client Portals

Here’s a brief description of each of the software with client portals on my list showing what it does best, plus screenshots to showcase some of the features.

Powerful collaboration tool for teams of all sizes

  • 14-day free trial + free plan available
  • From $10/user/month (billed annually)
Visit Website
Rating: 4.2/5

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.

Best for AI-powered automation

  • 14-day free trial + free demo available
  • From $19/team member/month (billed annually)
Visit Website
Rating: 4.8/5

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.

Pros and Cons

Pros:

  • Real-time project timelines improve visibility for teams and clients
  • Built-in financial tracking helps monitor budgets and margins
  • Templates speed up onboarding and repeatable project workflows

Cons:

  • Best suited for client-facing projects, less ideal for internal-only work
  • Reporting depth may be limited for complex analytics needs

Best for agency projects requiring task collaboration with clients

  • Free 7-day trial available
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.4/5

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.

Best for real-time project insights

  • 14-day free trial + free demo available
  • From $19.90/user/month (billed annually)
Visit Website
Rating: 4.5/5

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.

New Product Updates from Scoro

Scoro Adds AI-Powered ELI Assistant
Scoro’s ELI assistant manages tasks and insights through a centralized chat interface.
April 12 2026
Scoro Adds AI-Powered ELI Assistant

Scoro releases an AI-powered ELI Assistant for all users along with enhanced features. This enables users to manage projects, tasks, and insights through a centralized conversational interface. For more information, visit Scoro's official site.

Best for agency management and profitability tracking

  • 14-day free trial + free demo available
  • From $10/user/month (billed annually)
Visit Website
Rating: 4.6/5

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.

New Product Updates from Productive

Productive Introduces Resource Request Feature
Productive resource requests help teams track and allocate staffing needs.
March 8 2026
Productive Introduces Resource Request Feature

Productive introduces a resource request feature that helps teams request and allocate resources more efficiently. For more information, visit Productive's official site.

Best affordable client portals with optimized mobile interface

  • 14-day free trial + free demo available
  • From $10/user/month (billed annually)
Visit Website
Rating: 4.4/5

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.

Best for automated time entry froms

  • Free demo available
  • From $12/user/month (billed annually)
Visit Website
Rating: 4.5/5

ClickTime is a time tracking and resource management platform that helps teams log hours, manage project budgets, and monitor workforce allocation across multiple projects.

Who Is ClickTime Best For?

ClickTime is a good fit for professional services firms and agencies that need detailed time tracking and resource planning across client projects.

Why I Picked ClickTime

I picked ClickTime as one of the best because of how it handles automated time entry—specifically how it pulls activity from Google Calendar, Outlook, and Jira and surfaces those events as suggested timesheet entries. Instead of reconstructing hours from memory at the end of the week, my team can confirm pre-populated entries in seconds. I also like the Auto-Fill feature, which carries forward recently used projects and tasks for repeatable work. Jira work logs map to cost centers and GL codes automatically, so engineers stay in Jira while finance gets structured, audit-ready data.

ClickTime Key Features

  • Billable hours tracking: Log and categorize billable vs. non-billable hours by project, client, or employee to support accurate client invoicing.
  • Project estimation: Set budget targets and track hours and costs against estimates in real time to catch overruns before they happen.
  • Report Studio: Build, save, and share custom labor cost reports broken down by project, department, or any dimension you define.
  • Time off management: Track employee vacation, sick leave, and PTO requests alongside project time in a single system.

ClickTime Integrations

ClickTime offers native integrations with QuickBooks, Salesforce, and BambooHR, and provides an API for custom integrations.

Pros and Cons

Pros:

  • Mobile timesheets for approvals
  • Built-in resource capacity planning
  • DCAA compliant time tracking

Cons:

  • Setup may require time
  • Limited employee activity monitoring

New Product Updates from ClickTime

April 12 2026
ClickTime Adds Percentage-Based Allocations and Budget Audit Logs

ClickTime introduces percentage-based allocations and budget audit logging. These updates improve resource planning and provide better visibility into budget changes. For more information, visit ClickTime's official site.

Best project management software for creating custom-branded client portals

  • Free plan available
  • From $4/user/month (billed annually)
Visit Website
Rating: 4.2/5

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.

New Product Updates from Zoho Projects

Zoho Projects Infinity Unveiled
Zoho Projects Infinity uses AI to generate concise task summaries for faster understanding.
April 12 2026
Zoho Projects Infinity Unveiled

Zoho Projects introduces Zoho Projects Infinity with custom modules, reports, dashboards, and enhanced AI capabilities. These updates improve flexibility, visibility, and automation across project workflows. For more information, visit Zoho Projects' official site.

Best for collaborative project planning

  • Free plan + free demo available
  • From $350/month (billed annually)
Visit Website
Rating: 4.9/5

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.

For teams who want automation, communication, and project management software in one place

  • 30-day free trial + free demo available
  • From $9.99/user/month (billed annually)
Visit Website
Rating: 4.4/5

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.

Screenshot Of Teamwork Custom URL

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

Other Project Management Software with Client Portal Options

Here are a few more tools that didn’t make the top list.

  1. OneHub

    A simple client portal software that puts security and storage first

  2. Easy Projects

    With a great minimalist design, EasyProjects keeps it simple with project tagging and tracking

  3. Ravetree

    For project, client, and resource management in one place

  4. Service Provider Pro

    Client portal software to manage orders, invoices & subscriptions

  5. Client Portal For WordPress

    Ideal for freelancers and contractors who need a portal to manage contracts and expectations

  6. Workflow Max by XERO

    A portal that keeps detailed records of payments, notes, and client information

  7. Coordinate

    For its client-centric workflows

  8. ClickUp

    Flexible workflow platform that allows clients to submit new task requests by email

  9. monday.com

    Manage client relationships, showcase project plans, tag clients to get feedback easily

  10. Project.co

    For teams who want their clients to upload files & collaborate with the project team.

  11. Freshdesk

    For teams with large customer bases who deal with lots of support tickets

  12. Accelo

    An easy-to-use self-service portal that also keeps your client’s billing history

  13. Screendragon

    For centralized project management​

  14. ProWorkflow

    For managing project expenses

  15. OneDesk

    A client portal for simple troubleshoot ticketing and task prioritizing

  16. GoodDay

    For customizable workspaces

  17. ProProfs Project

    With Gantt and Kanban charts, this one is perfect for creative and IT agencies

  18. SuiteDash

    Perfect for companies who need a completely customized, white-label portal to fit in with their workflow

  19. Houzz Pro

    For the renovation and home remodeling industry

  20. Client Hub

    For accounts who are searching for a platform that combines secure file sharing and storage

How I Picked The Best Client Portal Project Management Software

What do I look for when I select the best project management software with client portals? I’ve already covered the best project management software, but in this article, I’m looking specifically at the best project management software with client portals and how each tool stacks up. Here’s a summary of my evaluation criteria:

User Interface (UI)

Does the tool provide a client-facing dashboard? The user interface will help clients navigate appropriately and get to your information quickly. Remember these portals can be used for approvals, feedback, proofing, file exchange, and other activities.

Usability

Is the tool easy to learn and master? Does it come with adequate training resources and learning materials?

Integrations

I look at pre-built integrations and other ways in which these tools can expand their reach and capabilities, such as through integration with client database software or automation software. Therefore, I talk about tools that they connect to, integrations through third-party providers like Zapier and Workato. Finally, I discuss the APIs available to build custom integrations with your tech stack.

Pricing

Is it affordable? Does the price tag match the features, capabilities, and use case? Is pricing clear and upfront? Are the plans flexible if your needs change?

How to Choose Project Management Software With Client Portals

It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:

FactorWhat to Consider
ScalabilityEnsure the software can grow with your business. Look for features that support an increasing number of users and projects.
IntegrationsCheck if the software integrates with tools your team already uses, like CRM systems or communication platforms, to streamline workflows.
CustomizabilitySeek software that lets you tailor dashboards, reports, and workflows to fit your team's specific needs and preferences.
Ease of UseChoose a user-friendly interface that minimizes the learning curve, ensuring your team can adopt it quickly and efficiently.
BudgetAssess the software's pricing structure. Look for transparent costs and ensure it fits within your budget constraints, considering long-term expenses.
Security SafeguardsVerify the software offers robust security measures, such as data encryption and regular backups, to protect sensitive client information.

What is project management software with client portals?

Project management software with client portals is a tool that combines internal project tracking features with a secure space for clients to view updates, share files, and collaborate.
These tools help agencies, freelancers, and service teams streamline communication by giving clients visibility into progress, deliverables, and feedback—all without endless email chains or update meetings. Key features often include task management, document sharing, messaging, and custom permissions for client access.

Client Portal Project Management Key Features

Here are some of the key features you should be looking for when selecting a tool for client portal project management.

  1. Project visibility for clients - A clear dashboard where clients can provide approvals and feedback on tasks or files without seeing internal workflows.
  2. Customizable client experience- The ability to customize the client portal with branding (logos, colors, domain, etc.) that can provide a seamless and professional client experience.
  3. Secure messaging and collaboration - Built-in messaging or comment threads to streamline communication without relying on external tools. This centralized space can help share project documents, contracts, and assets securely.
  4. Role-based access and permissions - The ability to set different permission levels ensures that internal team discussions, financials, and confidential information remain private.
project management software with client portal logos list

What’s Next:

If you're in the process of researching project management software with client portal, connect with a SoftwareSelect advisor for free recommendations.

You fill out a form and have a quick chat where they get into the specifics of your needs. Then you'll get a shortlist of software to review. They'll even support you through the entire buying process, including price negotiations.

Ben Aston
By Ben Aston

I’m Ben Aston, a digital project manager and founder of thedpm.com. I've been in the industry for more than 20 years working in the UK at London’s top digital agencies including Dare, Wunderman, Lowe and DDB. I’ve delivered everything from film to CMS', games to advertising and eCRM to eCommerce sites. I’ve been fortunate enough to work across a wide range of great clients; automotive brands including Land Rover, Volkswagen and Honda; Utility brands including BT, British Gas and Exxon, FMCG brands such as Unilever, and consumer electronics brands including Sony. I'm a Certified Scrum Master, PRINCE2 Practitioner and productivity nut!

Want to get on a listicle? Ask here.