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Portal Software with Template Management (2026) - Page 2

Last updated: April 2026

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43 software options

Wayfront logo

All-in-one client management & billing software for agencies

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Wayfront delivers a fully customizable, white-labeled client portal for digital service agencies. Give clients secure access to their projects, invoices, support tickets, and embedded reports, all under your brand. Custom domain support and mobile-responsive design included.

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Mango Practice Management logo

Everything accountants need, all in one place.

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Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

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Case Status logo

Connect clients. Automate flows. Grow your Firm

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For law companies who are concerned about client happiness, Case Status is the best client service software. Our top-of-the-line mobile application gives clients all the information they require to know what is happening with their case, the next steps, and offers a productive contact channel.

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Enterprise Video Platform logo

Video Editing Platform

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Create, stream, manage, and analyze videos with movingimage’s secure all-in-one platform. Enhance communication and boost productivity.

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Docusoft CloudFiler logo

Cloud-based document and collaboration management software

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Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.

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Moxo logo

Streamline service orchestration processes for customers.

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Moxo serves as a comprehensive client portal that centralizes communication, task management, and workflows. Businesses can provide clients with a seamless digital experience tailored to their needs.

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Refresh logo

Employee benefits, wellness and engagement platform

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Our modular, customizable platform highlights and features tools based on each employee's specific situation eliminating clutter, increasing utilization, and providing a better experience. Combining comms tools (scrolling news feeds/text/push/email) with scheduling, eLearning, challenges and more.

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Kademi logo

Cloud-based lead management solution

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Kademi is a cloud-based lead management solution that helps businesses plan, organize, and launch leadership meetings and certification programs on a unified platform.

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Omnidek logo

Cloud-based business process management (BPM) solution

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Omnidek is a cloud-based business process management (BPM) software designed to help organizations of all sizes create corporate forms, intranet portals, and workflows on a unified platform.

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Centralpoint logo

Digital experience platform & content management solution

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Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners.

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INControl logo

Your Control Centre

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INControl is a cloud-based Transport Workflow System for South African fleets, streamlining shipments, scheduling, RTMS compliance, and invoicing. It includes SIMs, rugged tablets, and MDM to ensure secure, connected, and fully digitised transport operations.

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Elcom CMS logo

Cost-effective CMS for organisations of all sizes

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Elcom is a powerful intranet solution designed to enhance internal communication, collaboration, and productivity within organisations.

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Hona logo

Hona: Revolutionizing Client Communication for Law Firms

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Hona is a customer communication management tool that helps law firms offer automated case updates to their clients, keeping them off calls and emails and giving them more time to work on the cases.

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yawave logo

Java/React-based SaaS user interaction suite

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yawave is a user interaction suite which can be easily integrated via embed code or plugins. It promotes lead generation, fan engagement, content efficiency, awareness and customer experience.

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Advantage CMS logo

Content management platform for businesses of all sizes

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Whether you are looking to strengthen engagement with your employees, customers, or partners, Advantage CSP Portals provides the foundation you need to succeed.

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Tidyflow logo

Streamlining Accounting Practice Management Effortlessly.

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Cloud-based platform aiding accountants in managing client projects, document security, team collaboration, and automating operational tasks.

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Mobsted logo

Progressive Web Apps development platform and tools.

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One source for your Progressive Web Apps (PWA) for Web and Mobile, Win, Mac, Android, iOS with zero code. Convert existing projects or develop new ones with No/Low Code visual building tools.

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Workfolio Client Microsites logo

Sales content management for creating microsites

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Workfolio Client Microsites lets law firms create private, co-branded websites for clients to engage their prospects during the sales process. The microsites are private, co-branded sites that can be created to meet the needs of each client and designed to complement existing marketing campaigns.

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