30 Best Project Management Tools With Client Portals

Wrike is a project management software with client portals that’s trusted by over 2.3 million customers worldwide and suitable for any size team. Wrike’s features are available to external clients at no extra cost, ensuring stakeholders, clients, vendors and contractors all have access to the same information throughout the project management process. Wrike enables managers and clients to communicate directly without relying on constant back-and-forth emails with a single digital hub that features customizable dashboards, reports, and request forms to suit their needs.

Wrike offers highly functional client portals that will make communicating with clients more efficient. Instead of chasing clients for approvals, use Wrike’s customizable request forms to streamline project intake and ensure nothing gets lost in an overloaded inbox. Optimize project planning with one-click Gantt charts, and adjust your dashboard, task list, and workflow to suit your working style. Wrike also features integrations with customer management solutions and sales lead tools, employee capacity monitoring, and onboarding templates.

With a simple user interface, Wrike helps project managers engage with clients and improve communication — without the need for in-person training. Real-time commenting and instant @mentions mean stakeholders are kept in the loop at all times. While Wrike is very user-friendly, you can also avail of the dedicated help center with interactive training, videos, a ‘getting started’ guide, and a thriving community.

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.

Start free with Wrike, no matter how big your team is. Or, try a free 14-day trial of Wrike’s more advanced features and customization.

Productive is an all-in-one agency management system that offers tools for resource planning, project management, financials, reporting, integrations, automations, and AI. It's best for agency management and profitability tracking, providing a scalable platform for consolidating data, running projects, and maintaining a single source of truth for financial data, leads, budgets, and team communication.

After comparing various tools, I determined that Productive stands out due to its extensive features, including resource planning, project management, financials, and reporting, which are crucial for efficiently managing client projects and maintaining profitability. It's considered best for agency management and profitability tracking because it consolidates all necessary data and tools into one platform, making it easier to manage operations and track financial performance effectively.

Productive offers top features such as resourcing, project management, financials, reporting, integrations, automations, and AI. It's designed to help various types of agencies efficiently deliver projects, collaborate, and centralize communication. The platform also provides customer success stories, resources, blogs, and webinars to help agencies transform and run a more successful business. Its most important and useful features include its ability to monitor budgets and profit margins in real time, streamline work and keep team members focused on priorities, generate invoices using tracked billable time, and provide a macro view of an agency's capacity for resource planning.

Productive also provides a range of integrations to enhance agency management. Key integrations include Jira, HubSpot, Xero, Google Calendar, Exact, Zapier, Slack, Outlook/Microsoft Calendar, QuickBooks, Fortnox, Visma e-conomic, CPP, Twinfield, Sage, Personio, BambooHR, Factorial, Justworks, HiBob, and Memtime.

Productive's Essential plan starts at $9/month when paid annually.

Scoro is a comprehensive professional services automation software designed to streamline business operations with its integrated tools for project management, time tracking, resourcing, billing, and reporting. 

The client portal in Scoro acts as a bridge between your team and your clients, enhancing communication and collaboration. Clients can easily access project updates and documentation, ensuring they're always in the loop. This feature keeps clients informed and engaged without constant back-and-forth communication.

Additionally, Scoro's project management features help keep your team organized and on track. The resource planning functionality helps you allocate and manage resources effectively, ensuring your team isn't overburdened or underutilized. With the profitability analysis tool, you can assess which clients and projects are financially viable, helping you prioritize projects that bring the most value. You also get a real-time overview of project performance, enabling quick, informed decisions. 

Integrations include Google Calendar, Microsoft Exchange, Jira, QuickBooks, Xero, Exact Online, Sage Intacct, Stripe, Expensify, HubSpot, Salesforce, and Google Drive.

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.

Bonsai is a comprehensive tool that offers integrated business management solutions for agencies, consultancies, and professional services. It provides a wide range of features such as CRM, scheduling, proposals, contracts, time tracking, invoicing, and payments, making it ideal for teams looking to consolidate their entire business operations in one platform.

Bonsai's client portal allows you to share project access with an interface that is fully customizable to your brand. This space lets clients view important documents, like invoices and contracts, information like time tracking, and recent activity logs. You can also link to various folders, like Google Drive, to keep files organized. Clients can also share files directly within the portal for convenience. Overall, this feature allows for more centralized client communication.

On the project management side, Bonsai offers a range of features for your internal team to stay organized. These features include capacity planning, task scheduling, customizable proposal and contract templates, reports on profits and losses and utilization rates, and appointment scheduling.

The software integrates with various other tools, like HubSpot, Google Drive, Google Sheets, Slack, Gmail, Xero, Google Calendar, Zapier, QuickBooks Online, Calendly, Trello, ClickUp, and more.

Zoho Projects is a web-based project management software that helps teams organize and track project progress, and collaborate and communicate effectively. Its robust platform offers various features to help teams manage complex projects and streamline workflows. Users can create tasks, assign them to team members, set deadlines, and track progress in real-time. Tasks can be organized into different categories, such as milestones or subtasks, to provide a clear picture of the project's progress. The platform also allows users to set task dependencies and prioritize them to ensure critical tasks are completed on time.

Users can create secure client portals that will enable clients to view project progress, timelines, and other relevant information. Clients can also communicate with the project team through the portal, which can help streamline communication and ensure everyone is on the same page. You can also customize your client portal to fit their branding and style, including their logos, colors, and preferred fonts, creating a more cohesive and professional experience for your clients. The platform offers collaboration tools that enable team members to communicate effectively. Users can share files, comment on tasks, and hold discussions in real-time.

Other useful features include the ability to log the time spent on tasks, which is then used to generate accurate project reports and invoices. This feature enables managers to monitor team productivity and identify areas for improvement. In addition, their comprehensive reporting system also provides insights into project performance. Users can generate reports on various aspects of the project, including task progress, time tracking, and team performance. These reports can be customized to fit your specific needs and exported to various formats such as Excel, PDF, or CSV.

Zoho Projects integrates with other Zoho apps, commonly used apps by Google (Google Calendar, Drive, Sheets, etc.), and Microsoft (Calendar, Excel, Office 365, OneDrive, Teams, and SharePoint), and other third-party apps such as Basecamp, Jira, Slack, Zendesk, and Zapier.

Zoho Projects costs from $5/user/month for tracking unlimited projects. A freemium plan with limited features, as well as a 10-day free trial, are also available.

Dock is a B2B sales and customer onboarding software that centralizes client interactions within branded workspaces. It supports revenue teams throughout the customer lifecycle with tools such as sales deal rooms, onboarding hubs, and client portals, aiming to improve the buyer experience and onboarding processes. 

I like that Dock offers collaborative project plans, which lets you create shared action plans and onboarding checklists. This approach allows clients to engage actively without the necessity of having their own accounts, promoting a more inclusive project workflow. Additionally, Dock's task management capabilities enable the assignment of tasks with due dates and automated reminders, ensuring deadlines are adhered to and accountability is maintained.

Additionally, its customizable client portals allow you to tailor experiences to meet specific client needs, with features like collaborative project plans and task management supporting this personalized approach. Dock's capability to embed various tools also facilitates communication and feedback, making it a versatile choice if you work with complex client-facing projects. 

Integrations include Airtable, Pandadoc, Typeform, HubSpot, Salesforce, Slack, and Zoom.

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.

When you add files to the portal, you can share them with a client and set permissions (like viewer, collaborator, or administrator), which is perfect for feedback, approval, and task management. The inbuilt watermark tool can automatically mark any documents and protect them with your logo, and you can change up the portal's colors and branding to suit your own.

Here’s the only sticking point about OneHub—its integration list is short. Very short. It only mentions that Microsoft Office and Gsuite tools are on the list, so keep that in mind when deciding if this is the right portal for you and your team.

OneHub’s Standard Plan starts at $15/user/month, but doesn’t include white-labelling or two-factor authentication.

You can tag projects to make them instantly recognizable, label tasks for internal use only, and add timelines to everything your team is working on.

What’s cool about the EasyProject client portal is it doubles as a project management tool. You can add an estimated timeframe to see how long you are spending on each task and even set deadlines for deliverables. It even has a time tracking feature, so you can track everything in real-time.

This is particularly useful when you are charging clients per hour or have them on a retainer, as they can log into the portal and see how your team is using their time and makes it easier to justify billing when invoice time comes around.

You can also assign feedback and approval tasks to clients to make sure they sign off on anything before you move forward.

If you want feedback on a draft, just tag the client and ask them to add their thoughts. When they’re done, EasyProjects will automatically notify you so you can jump in and see what the client has added to the document. The whole process makes client projects more collaborative.

The plus side is that all of your client files are kept securely in one place. They can be accessed by everyone on your team instead of getting lost in an email thread.

EasyProjects also integrates with a bunch of tools, including Salesforce, Adobe, Office 365 Outlook, MS Project, Zendesk, JIRA, and InvoiceBerry. If you need more, EasyProjects has a RESTful API to hook up any other apps in your tech stack.

EasyProjects' Team plan starts at $24/user/month, but you must contact them directly to get Enterprise pricing.