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CRM Software with Client Portal (2026) - Page 2

Last updated: March 2026

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160 software options

Commusoft logo

Cloud-based job management software for field service

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Commusoft is a field service management software that streamlines operations for apartments, hotels, and offices. The tool helps manage admin work and provides automation, lead conversion, and profitability insights to drive growth.

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Front logo

AI-enabled customer service platform for collaboration

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Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email.

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Quickbase logo

Dynamic work management and project platform

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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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Scoro logo

Manage projects, resources, and finances in a single system

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Collaborate with customers from the first quote to the final bill in a single platform. Get a complete overview of each client. Grow your sales pipeline. Know how your deals are progressing. Forecast revenue, monitor closing probability, and act promptly if you need to find more work.

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Thryv logo

All-in-one management solution 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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vcita logo

Appointment scheduling and reminder solution

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Store, manage and label your leads, contacts and clients in one centralized online hub.

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Agile CRM logo

Sales and marketing CRM for growing businesses

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All-in-One CRM with Sales, Marketing & Service in single platform. Sales tracking, contact management, marketing automation, telephony, analytics and helpdesk.

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Podio logo

Cloud-based tool for collaborating on and managing projects

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Podio is a business software that helps teams work together more effectively. It provides a centralized platform for managing projects, tasks, and communication. Podio caters to a range of industries, including accounting, real estate, and marketing agencies, enabling teams to streamline their workflows and boost productivity.
A tool that your team will love to use, that's entirely customizable to suit how you run projects most efficiently.

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Issuetrak logo

Issue tracking and workflow automation platform

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Issuetrak is an issue tracking and workflow management software designed for service-driven industries including manufacturing, healthcare, and finance. The platform features omnichannel ticket submission, automated issue assignment, customizable task flows, and a comprehensive knowledge base for information management. Organizations can deploy Issuetrak either on-premises or via cloud hosting to streamline customer support operations and complaint management processes.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP excels as a CRM with tools for Contact Management, Lead Capture, Sales Pipeline Management, and Task Management. It streamlines Email Management, Workflow Management, and Data Import/Export, while offering insights with advanced Reporting/Analytics.

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Deltek Vision logo

Project management tool for professional services managers.

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Deltek Vision is a project management solution, which helps businesses in the professional services sector manage customer relationship management (CRM), project planning, document tracking, resource planning, payroll processes, and more. It improves project profitability and streamlines client relationships by managing the complete lifecycle of a project, from identifying opportunities to estimating costs.

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Striven logo

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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Kajabi logo

Cloud-based content marketing platform

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Kajabi is a content marketing system that offers individuals and SMBs a single and centralized platform from which to sell, market and deliver product content. It incorporates customizable themes, a landing page builder and video hosting as well as integrated payments & an interactive message board.

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MyStudio logo

CRM for managing customer, sales, and products

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A CRM where memberships, classes, events, retail, and more can be purchased by customers through your app, website, in person, and online.

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Accelo logo

Transform the way you manage client work

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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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Claris FileMaker logo

Custom application development

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Claris FileMaker is a custom application development platform that allows businesses to create unique applications that can be deployed in the cloud or on-premise. It provides features such as scripts, triggers, and graphical design tools to help tailor applications to business needs.

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Clientary logo

Everything you need for your professional service business.

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Full-suite app for your team to manage projects, payments, clients and more.

Stop wrestling with one-off doc files, templates, and disconnected apps. Clientary helps you streamline client workflows to bring it all under one roof.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Vivantio logo

Flexible Software. Focused Service.

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Vivantio is a leading provider of service management software for both internal- and external-facing teams. Centralize your service operations across IT, HR, GRC, Facilities, Finance, Legal and B2B Customer Support.

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17hats logo

The Premier Small Business Management Platform

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17hats helps freelancers and small businesses manage projects, marketing, contracts, accounting, online payments, and more. The centralized dashboard in the application displays action items, urgent notifications, upcoming calendar events, and weather forecasts to streamline daily operations.

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vtenext logo

The easy all-in-one CRM for process automation

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Scegli vtenext il CRM Open Source 100% Italiano: attrai lead interessati, contattali in poco tempo, concludi opportunità vincenti e aumenta la fidelizzazione dei clienti esistenti, il tutto in un’unica soluzione All-in-one. Marketing, vendita e post vendita a portata di click.

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Bonsai logo

One platform to streamline your entire business

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One platform to streamline your entire business. Consolidate your projects, clients and team into one integrated, easy-to-use platform

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LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared is a no-code CRM that automatically captures leads without leakage, equipped with tracking, automation, and integrations

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Wingmate logo

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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WORKetc logo

Business management system for SMBs

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WORKetc helps to manage the customer lifecycle from lead capturing, assigning & nurturing, to sales pipeline and contact management, to interaction tracking.

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