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Top Rated Portal Software with Zapier

Last updated: May 2026

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35 software options

LaunchBay logo

LaunchBay

Client Experience Platform

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LaunchBay is the client experience platform for B2B service providers and agencies. Branded client portals, workflow automation, task management, time tracking, and real-time project visibility — all in one platform your team and clients will actually use.

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SuiteDash logo

All-in-One Business Software

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Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

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kitchen.co logo

Cloud-based client portal software for agencies

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kitchen.co is a solution that helps creative agencies, accounting firms, law practitioners, and freelancers, streamline client project management and collaboration. Its folder structure is flexible and allows users to arrange and organize everything to suit business needs.

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Clinked logo

White-label Client Portal & Collaboration Software

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Clinked is a cloud-based client portal & collaboration software. Allow clients, internal teams and project groups to efficiently work within branded, secure and intuitive workspaces. Increased brand recognition and productivity of Clinked will drive client retention and setup apart from competition.

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Knowa logo

Smart, Secure, AI-driven Board Management & Governance

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Knowa is an ISO 27001 certified, multi-award-winning Board Management and Governance platform combining AI, collaboration, and security to deliver smarter meetings, stronger governance, and best-in-class performance.

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Formaloo logo

The most powerful form builder for modern workflows

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Create beautiful forms, smart docs, e‑signatures, and automate approvals, all powered by AI, with unlimited responses, free forever.

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Malcolm! logo

At your service

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Malcolm! is a no-code customer self service platform

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LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

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LiveAgent is a secure client portal software for sales and customer support teams. It helps businesses manage all customer requests from a unified user-friendly interface. LiveAgent is a leader in building strong client relationships.

Start with a 1 month free trial, no credit card required.

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FileInvite logo

Streamlining loan document collection for lenders

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FileInvite streamlines document collection with e-signatures, reminders, and integrations ideal for lending and professional services.

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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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Clustdoc logo

Customer onboarding software for modern businesses

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Clustdoc Digital Client Onboarding Software provides your team with complete solutions to scale your onboarding process: from collecting customers information, delivering supporting documents, signing contracts, to verifying client’s identity.

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Axelor logo

Cloud-based ERP solution for small to midsize businesses

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Axelor is an open source ERP, CRM, and BPM platform powered by AI and Low Code. Modular and customizable, it combines business apps, workflows, analytics, portals, and 1,500+ connectors to help organizations build flexible, intelligent, and scalable management systems.

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Connecteam logo

Enhance employee management with the only all-in-one app

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Don’t let employee management apps cramp your style. Use Connecteam’s customizable all-in-one solution to manage them as you wish to.

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Blink logo

Blink. And connect your people, tools and culture.

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Blink delivers a modern, social digital employee experience, giving access to communication, information, workflows, surveys and tools in one easy-to-use app.

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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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Magentrix logo

We make portals. It's not magic. It's Magentrix.

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Magentrix extends your CRM for partner relationship management (PRM) portals and customer portals.

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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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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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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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Gatheroo logo

Start collating information securely and the pain free way

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Secure client document and information collection at enterprise scale. ISO 27001 practices, automated reminders, and full audit trail.

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Convoflo logo

Secure file sharing platform and eSignature

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A platform that listens to your needs and those of your customers. Facilitate the collection of documents, sending of confidential data and messages. Save time and avoid email chains. It's easy to access and just as easy to use!

Secure exchanges, Secure eSignatures, and more !

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Selecteev logo

The easiest way to manage your next call for applications

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Selecteev makes it easy to manage calls for applications of any size by making the application and evaluations processes as smooth as possible.

If you are about to create a call for applications but don't know how you'll handle your deal-flow, try us for free!

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Stacker logo

App builder with Google Sheets & Airtable integration

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Stacker is a cloud-based application builder that integrates with Google Sheets and Airtable to allow businesses to transform their spreadsheets into custom apps. The platform provides app customization tools to provide users with intuitive access to data.

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Twine logo

Intranet & collaboration platform

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Twine is a cloud-based intranet & collaboration platform which offers forums, polls & surveys, news & blogs, instant messaging, calendars, file manager, & more

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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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