client portal software free

Client Portal Software

Powerful & Flexible Client Portal

Build a fully customized Client Portal

Each Client will only have access to their information

Post files & documents for Clients to view & download

Create a complete ‘website like’ structure for your Clients

Clients can View & Pay Invoices online

Build Dynamic Data Dashboards

Pre-Built Dashboards & Pages get you going quickly

Dynamic Data Placeholders show the logged-in Client’s data

Set the ‘Start Page’ for a Client to see directly after login

Everything is fully responsive for tablets & phones

Use iFrames, YouTube, Vimeo or any embeddable widget

Customize what the Client can see

Completely control what your Prospects/Clients can see and do

You can easily hide any part of the platform that you’re not yet using so that Prospects/Client won’t see

The Announcements widget lets you offer a custom Welcome Message & information as to how you’ve setup the Portal to work

Use the translation feature if you want to modify menus/labels

“COMPANY FIRST” MODE

You can enable the “Company First” option if you’re working primarily with Companies as your Clients.

If Company First mode is enabled, you can assign all Portal items, Projects, etc… to the Company directly. The “Primary Contact” will be the person at the Company who receives all email notifications and updates.

If that person leaves the company, you simply & easily assign a new Primary Contact. You won’t have the hassle of going in to re-assign dozens of projects, invoices, file shares, etc…

DRAG/DROP PAGE BUILDER

Easily create complex layouts and designs

Drag & Drop content blocks, photos, icons, etc…

Insert Dynamic Data placeholders using the built-in Point & Click Selector

All content can be made fully responsive, so it displays nicely all devices, including tablets and mobile devices

Built in Snippets & Template Library will be continually updated with fresh pre-built layouts & blocks

PAY FOR PORTAL ACCESS

You can require payment to register & enter your Portal

One time payment OR a Recurring Subscription Payment

Works with all available payment gateways (No recurring subscription payments are possible via PayPal)

Dynamic Title placeholders to help identify payments

Portal access is blocked until payment is made & verified

White Label your Client Portal

Customize Client experience with your logo & colors

Customize all email notifications sent to your Clients & Staff

Replace the ‘SuiteDash’ URL with your Custom URL

Completely customize the Login Screen with your logo & colors

Your clients will not see the SuiteDash brand

take a no risk, no pressure test drive

No Credit Card Required

Fully Functional Account