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Best CRM Software with Client Portal

74 software options

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Customer rating



monday.com

4.6
(2.4K)

Project Management Made Easy

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monday.com, a powerful CRM software, makes an ideal solution for customer relationship management with a highly secure and reliable environment for your customer data and privacy. Easily manage customer relations with effective automations, integrations, dashboards and multiple data views.

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Quickbase

4.5
(235)

No-code application development platform & online database

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Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.

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Zoho CRM

4.3
(5K)

CRM software that helps you sell smarter, better, faster.

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Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

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HoneyBook

4.9
(406)

Client management for freelancers & SMBs

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Not just a CRM: proposals, contracts, payments, and more. Start a 7 day free trial today.

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Glue Up

4.5
(89)

All-in-One Software for Growing Your Community

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All-in-one CRM with Membership Management, Event Management, Email Marketing, Finance Tools and two Mobile Apps.

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Marketing 360

4.7
(920)

#1 Marketing Platform For Small Business

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Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

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kintone

4.7
(85)

Agile, No-code Business Application Platform

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Ditch the pre-packaged, one-size-fits-all software and build a fully customizable CRM solution that meets your business exact needs.

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Caspio

4.6
(135)

Build online database applications without coding.

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Caspio is the world’s leading LOW-CODE platform for building online database applications without having to write code.

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Accelo

4.5
(140)

Automation software for all Professional Service Businesses

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Accelo CRM is the smartest sales tool, seamlessly managing all your sales-related communication in one place. Experience powerful sales forecasting and insights from anywhere and on any device.

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Bitrix24

4.0
(482)

100% free CRM, collaboration and communication tool suite

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Bitrix24 is the leading free online CRM software used by over 5million companies worldwide. It is available in cloud or on-premise with open source code access. Unlimited leads, deals, contacts, companies, quotes, invoices and appointment scheduling.

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Odoo

4.2
(421)

Full Suite of Integrated Business Apps

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Odoo CRM: Cloud, mobile, social and gamified. The leading Open Source CRM software helps you track leads, close opportunities and get accurate forecasts.

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Striven

4.8
(48)

Collaborative ERP for business process management

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From cultivating leads with your prospects to servicing your existing client base, Striven offers a complete CRM software with the power of an ERP.

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AccelGrid

(0)

Business management suite with POS, CRM, and accounting

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AccelGrid is a cloud-based solution that helps manufacturing, retail, and distribution businesses automate processes for customer relationship management, procurement, inventory management, point of sale, accounting, process automation, and more.

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Affinity

5.0
(1)

Relationship Intelligence, Reimagined

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Affinity is an intelligent CRM platform designed for relationship-driven teams. Affinity eliminates the need for manual data entry by automatically surfacing every interaction that your team has had.

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RepairQ

4.6
(17)

Web-based POS and management software for repair shops

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RepairQ is a retail management software built for repair shops servicing any product.

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In Mind Cloud

(0)

Manufacturing is complex. Selling it shouldn't be.

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Manufacturers, drive successful sales outcomes with a smart, connected platform. Manage your customers & their needs across all channels.
Pipeline Management, Forecasting & Reporting; Customer 360: Email, Conversations, Purchase History; Sales Cockpit; Full Sales Network & Channel Collaboration

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Virtuagym

3.6
(157)

All-in-One Club Management Software

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Virtuagym is the ultimate solution for club managers looking to take their club to the next level with powerful member engagement. Ready for all the to improve efficiency and member engagement, but most importantly, boost your profits?? Book your demo and get ready to transform your club.

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Smartsheet

4.5
(2.1K)

An online work execution platform for any size organization.

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Kaseya BMS

4.1
(22)

Business management solution for IT departments & MSPs

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Kaseya BMS CRM allows you to manage the business relationship and interactions you have with customers, prospects, vendors, etc., and store all the data.

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HarmonyPSA

4.5
(22)

The next generation of professional services automation.

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HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed specifically for software and services businesses, automating business functions in a single platform available on the cloud. It includes integrated time tracking systems and automated billing

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ClickUp

4.7
(2.3K)

Project management, task tracking, & professional goal tools

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ClickUp is a fundamentally new way to work - bringing separate apps like tasks, docs, spreadsheets, goal tracking, resources, and even an inbox, together in one place. It's the convergence of the best productivity and collaboration apps. Finally, there's one app to replace them all.

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Scoro

4.6
(161)

All-in-one work management software.

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Scoro is an award-winning end-to-end work management solution which enables you to control your entire workflow in one place.

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Trello

4.5
(20K)

Visual collaboration tool for shared project perspectives

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Marketing teams of all sizes are using Trello to launch go-to-market strategies, plan editorial calendars, and keep all project planning in sight across the team. Trello is the command center that connects all your work to show status updates, due dates, and comment back and forth to teammates.

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Thryv

4.2
(344)

All-in-one management software built for small business

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CRM software for small business. View contact info, appointment history, unique preferences, and notes with tags and filters. Includes text and email marketing.

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Wingmate

4.6
(80)

Field Service Management Software

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Wingmate helps businesses to incentivize field service staff to gather important customer intelligence, sales leads, competitive insights, prospects, and more.

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