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Consulting
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Consulting Software with Client Portal (2026) - Page 3

Last updated: March 2026

All apps

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Features

Client Portal

Resource Allocation & Planning(43)

Access Controls/Permissions(48)

Activity Dashboard(48)

Activity Tracking(48)

Integrated with

QuickBooks Online(23)

Dropbox Business(18)

Gmail(15)

Google Calendar(25)

Google Drive(18)

Pricing model

Free(15)

Open Source(0)

Free Trial(44)

One Time License(0)

Subscription(58)

Devices supported

Mac(39)

iPad(41)

Android(46)

Linux(25)

Web-based(63)

iPhone(46)

Windows(45)

Organization types

Small Business(62)

Non Profit(34)

Large Enterprises(55)

Public Administrations(25)

Freelancers(34)

Mid Size Business(59)

User rating

All Reviews

& up

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64 software options

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iBE.net

4.2

(13)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Integrated Business Environment

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iBE.net is an integrated cloud solution that enables businesses to efficiently manage contacts, projects, tasks, time, expenses, billing, leads, opportunities and analytics all within one collaborative platform

Computicate PSA

4.7

(7)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Integrated business management and PSA solution

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Computicate PSA is a cloud-based professional services automation (PSA) & business management solution designed for managed service providers (MSPs). The mobile-responsive platform offers tools for ticketing, time tracking, quoting, client management, inventory tracking, recurring billing, and more.

Vorex

3.8

(17)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Manage clients and projects on a single platform

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Vorex provides a business management platform that weaves together complete online project management with professional services automation features that streamline day-to-day operations for growing small professional services organizations and IT providers via an easy-to-use cloud-based solution.

Metric.ai

4.8

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Software for agencies to manage finances and operations.

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Metric.ai is the only tool for digital agencies that combines software to provide services with financial analytics to run a business. Get real-time insights on revenue forecasts, profitability, utilization, and other 100+ metrics, broken down by clients, departments, roles, and custom tags.

Kytes

4.3

(8)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

We build a project management culture for your enterprises

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AI-enabled PSA + PPM for managing projects, resources & financials across industries.

CrossConcept Continuum PSA

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

One Solution. Best Project Delivery.

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CrossConcept Continuum is a cloud-based professional services automation (PSA) solution specifically designed for small to medium-sized business management. We help you implement best practice project delivery to reduce costs & improve margins.

Read more about CrossConcept Continuum PSA

Users also considered

Juntrax

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PSA solution for streamlining operational processes

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Juntrax is a cloud-based professional services automation (PSA) platform that helps businesses manage operational processes related to employees, sales, and more. It allows users to generate custom invoices, dashboards, and reports, and deliver statements of work (SoW) to vendors as well as clients.

Aysling

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Professional Services ERP

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Aysling is a cloud-based professional services ERP that aids businesses with streamlining their back-office operations and managing every step of the client lifecycle. The platform offers modules including CRM, project management, order management, and more.

Hydra

4.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Project planning & management for professional services

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Hydra is a project resource management solution designed to help professional services design, execute and optimize their projects through knowledge management

Visma Severa

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PSA software combining CRM, project management and invoicing

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With Visma Severe Project Management software you can handle individual projects. Be it sales or billing or even your entire project portfolio. Visma Severa’s PSA software adapts perfectly to your existing workflow to provides the information you need with integrated CRM, project management, resourcing, time tracking and invoicing. Available to the software are industry standard compatibilities with third-party systems and customization services.

Cyanic LEM

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Field service management solution for small to midsize firms

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Cyanic LEM is a cloud-based field service management solution which helps small to midsize firms automate their daily work record (DWR) workflow, payroll, and project cost analysis. Cyanic LEM enables users to manage remote approvals for labor, equipment, and material (LEM) documents.

Alert

3.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Business management system for professional organizations

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Alert is a business management system designed to help professional service organizations
improve their critical IT business & operational processes

PlanAutomate Project Automation

(0)

Project Management, Automated.

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PlanAutomate automates and unifies project financials, operations, and analytics in one system. Built on D365 Finance, it gives project-driven businesses real-time control, better visibility, and smarter decision-making across the entire project lifecycle.

Read more about PlanAutomate Project Automation

Users also considered

Manitou

(0)

Integrated management solution for all business processes

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We start off our collaboration with a free one-hour meeting to evaluate your company’s needs and the Manitou solutions that will be best for you.