1) Best Overall 🏆
The realm of project management software, offering robust features that solidify collaboration and efficiency.
2) Easiest To Use🥈
A software that streamlines tasks, offers a workflow builder, AI-powered analytics, and mobile accessibility.
3) Most Features 🥉
A versatile platform with workflow builder, metric-driven tool, workspace, team wiki, and other integrations..
So, you are in the market for a project management software with client portal.
Ideal, because in this article we have our compilation list for our top picks, and we compare the features and pricing for you.
If you just want the best choice, we’ve added that right at the top of the article as this was what is most requested by our customers and what we see the best feedback with. So, that’ll be the “can’t go wrong” option.
Otherwise, feel free to explore all the options we’ve reviewed on the market to find something that might fit you a little better.
Enjoy the list!
The Best Project Management Software with Client Portal Specially
Project management software with integrated client portals is revolutionizing the way businesses operate.
These platforms allow seamless collaboration between teams and clients, ensuring transparency and efficiency.
The client portal offers a dedicated space for clients to access project updates, share feedback, and submit documents.
This not only streamlines communication but also boosts client trust. Implementing such software significantly reduces miscommunication errors, ensures deadlines are met, and fosters a stronger working relationship between businesses and their clients.
Monday integrates client emails, collects leads with forms, and refines marketing campaigns through scrupulous analysis that greatly enhances your relationship with clients and creates more business opportunities. It’s an easy-to-use platform that simplifies organizational tasks for sales and marketing teams.
Here are some features that make Monday a unique CRM:
- Software development: Monday provides templates to help your technical team quickly organize tasks, find bugs and improve iterations. You can add indicators to let the team know what you are working on and analyze the resource allocation. Every project has a specific ID that can be used; to track it among other tasks. Clients will automatically be alerted once the error is solved to reduce downtime and keep customers updated.
- HR structuring: Monday lets users manage recruiting process and track employee progression through its HR tools such as Applicant Tracker, Employee Engagement, Attendance Tracker, Recruitment Tracker, and Vacation Tracker. You can boost the team spirit of your employees by creating specific goals and giving constructive feedback on their work.
- Inventory Management: Businesses can record product and asset details while setting automation to get regular updates about sales and inquiries. You can create new templates to match the company’s requirements and integrate Monday with other applications to make the tasks easier. Moreover, Monday generates a unique QR code for each product so your clients can coherently buy the inventory.
- Marketing and Creative attributes: Monday can bridge the gap between creative thinking and marketing strategies by merging them into a single platform. You can create visualizations on campaign effects, share ideas and create personalized operations to make information accessible for employees.
- Sales operations: Monday offers CRM customization to make the leads attainable and manage all opportunity stages at a single interface. You can see the combined effect of marketing and sales campaigns to make adjustments accordingly. Moreover, businesses can centralize the available data for ease of use and synchronization of operations.
- IT workspace: You can add educational content for new recruitments to learn skills faster and ensure quality work. Monday lets you set access permissions for tasks and strictly follows security protocols to prevent cyber attacks on your CRM database. You can integrate IT tools and put technical work in order on Monday.
Monday CRM offers 4 pricing options depending upon your business size and requirements.
“Individual” plan is free of cost and lets users record work-related activities.
“Basic” plan is priced at $10/month for a single user and offers 5GB storage along with customer support.
“Standard” plan is worth $14/month for a single user and offers additional collaboration tools.
“Pro” subscription costs $27/month for an individual and offers chart view along with time tracking.
“Enterprise” plan is made specifically for large businesses and includes quality security features. You can contact support to get a quote on the “Enterprise” package.
All important projects involve groups of people coming together to achieve a shared goal. Asana is a tracking and project management software that allows teams to collaborate on tasks and track progress. It simplifies communication and data sharing, allowing you; to stay up-to-date with the latest project requirements.
Here are some exclusive features of Asana:
- Workflow builder: Asana provides visual tools to efficiently create workflows that simplify your execution and management tasks, helping your teams stay connected from initiation to completion. With the workflow builder, you can systemize; the information intake and capture ideas more easily.
- Workload management: With Asana’s coherent workload management, you can ensure your teams are not overwhelmed by the tasks and can easily schedule their work. Project managers can get a clear overview of what’s happening inside the workspace to promote balance.
- Resource Allocation: It allows you to reassign high-priority tasks to more suited employees with just a few clicks. You can easily analyze the current progression and send the relevant details to the assigned personnel for a seamless transition.
- Views and Reporting: Asana provided real-time analytics and insights through AI-powered reporting tools that assist you in setting realistic objectives for your teams. You can specify the criteria and generate reports to see progress across projects.
- Project Synchronization: It enables users to see contextual information regarding the same task across different project teams without duplications. So project managers can assess the employee’s work performance.
- Data security enhancement: Asana allows you to export data to a dedicated server for your business, boosting network security. Users can easily delete or reset their current workspaces to start anew effortlessly.
- Mobile accessibility: Asana is accessible from iOS and Android devices to help you stay on top of project management anytime, anywhere. You can update task status, check schedules and have conversations with your teams.
- Robust rest API: Asana supports seamless integration with several reporting tools and allows automation; to quickly execute tasks across other platforms. You can connect GitHub, Harvest and Slack to track project status or view any recent code edits.
Asana offers 3 Pricing options for users to serve their unique project management requirements.
The “Basic” plan is for individuals or businesses looking to get started with Asana and understand its core function. It’s a free subscription plan that provides rudimentary features of Asana.
The “Premium” plan provides access to Asana’s “Workflow Builder” and lets users create multiple timelines within the interface to manage and reassign overlapping tasks. It is priced; at $10.99/user/month upon annual billing.
The “Business” plan is for enterprises looking to maintain scalability and handle the huge workload. It provides access to all exclusive features of Asana. “Business” plan is priced; at $24.99/user/month upon annual billing.
Teamwork offers a flexible project management solution that enables you to manage the entire project lifecycle. You can collaborate easily across teams or clients by using comments on tasks to communicate in context. Teamwork offers all necessary functionalities to systemize your work proceedings and ensure you don’t have to switch platforms.
Here are some exclusive features of Teamwork:
Portfolio Boards: Portfolio boards take the task level concept of board view and bring it to a higher project level, allowing you to get a top-level visualization of project progressions. It offers advanced automation so you can create triggers to reassign a high-priority project automatically
Workload Planner: With Teamwork’s Workload Planner, you can manage and understand your team’s capacity. If your employee goes over their work capacity, you’ll see a visual identifier so you can redistribute pending tasks to available team members. Workload planner ensures you don’t overbook your team members and maintain a sustainable productivity level.
Dashboards: Teamwork’s Dashboard gives you fully customizable overviews of your projects. You can personalize which projects will be displayed depending on; a variety of data points. Moreover, every dashboard is shareable with the entire company. You can rearrange modules and get an interactive experience, allowing you; to drill down and get a better understanding of data.
Teamwork Spaces: Teamwork Spaces is a smarter kind of knowledge base that makes documentation easier to find. With Teamwork Spaces, you can plan projects seamlessly. You can link any space within a project and keep essential information in one central location.
Gantt Chart: Gantt chart offers a timeline overview of your project. Any project with task lists will have an automatically generated and fully interactive Gantt view within Teamwork. You can use colour codes to highlight tasks and enable visibility for any task dependencies. The timeline is fully interactive, being both zoomable and scrollable.
The “Free Forever” plan costs $0 and is best for individuals or budding businesses. You can add up to 5 users.
The “Deliver” plan is priced at $10/user/month upon annual billing and requires a minimum of 3 users. You get time tracking, an agile view with workflows, a collaborative document editor and intake forms.
The “Grow” plan is priced at $18/user/month upon annual billing and requires a minimum of 5 users. You get project portfolio workflows, resource scheduling, utilization reports and project time budget.
The “Scale” plan offers profitability reports, unlimited financial budgets and an advanced resource scheduler. You can contact the sales team to get a pricing quote.
Mavenlink offers a cloud-based project management platform for professional businesses to improve organizational clarity and deal with the workload. It helps your service teams to understand the project expectations and distribute tasks to employees while adhering to the company’s latest requirements.
Here are some exclusive features of Mavenlink:
Resource Management: Mavenlink offers advanced resource management tools that help you plan your project journey till the final stage. It addresses the entire resource management cycle by providing a collaborative platform for your employees. With Mavenlink, you can enable unparalleled resource visibility and gain the ability to identify changes.
Dynamic Resource Optimization: Mavenlink offers professional organizations the transformative ability to enable predictive outcomes and optimize resource planning for a limitless scaling experience. With Mavenlink, you get real-time responsiveness designed; to continuously improve your operations. It allows you to; easily recognize changes in demand and supply while exploring impacts on your revenue and margins.
Project Workspace: Mavenlink’s project workspace is highly efficient and effective, unlike its competitors. You can view the upcoming tasks and ensure all submissions are made on time to avoid any conflicts. It offers you the ability to easily improvise and adapt to the client’s requirements and deliver the best services.
Business Intelligence: Mavenlink understands that the projects are core to; every business’s success and optimizes every step in the lifecycle around your clients. It automatically enables the selling phase once the services are demanded; by a client and updates the upcoming procedures regularly. Mavenlink helps you estimate, gather and align the right resources on the right projects, helping you stay efficient.
Integrations and Workflows: Mavenlink offers M-Bridge that helps you integrate all necessary tools for your organization’s ample development. It can be easily connected; to a CRM like Salesforce. So you can create a single working platform for your client and project management. Additionally, it equips you to configure workflows to suit your needs and create custom rules.
Operations Management: Mavenlink allows users; to robustly collaborate on projects and get a full perspective on every detail. So they can make the right decisions. You can improve execution by creating a scenario for every project and giving your team a blueprint for approaching the task.
Mavenlink offers custom pricing options based on your business industry and tool requirements. To get a pricing quote, fill up your niche market, mention the size of your company and the location of headquarters. Once done, Mavenlink’s sales team will reach out to you with the best-customized plan on the provided contact details
Clickup offers a unique project management platform with customizable features to help users efficiently deal with the workload and stay on time with submissions. ClickUp’s greatest strength is that it helps you create an idiosyncratic hierarchy according to your company’s special requirements.
Here are some exclusive features of Clickup:
Notifications: Clickup provides real-time notifications to help you stay up-to-date while working with other teams or collaborators. They are grouped: by task with extra context and are only cleared; when you accomplish the objective. Additionally, you can choose the actions to perform on an issue from your personal notification tab.
Inbox: Any task assigned to you will appear in your inbox. It automatically segments tasks that have started from the ones that are yet to be initiated. Here, you can set alerts for yourself and your team members to get updates for every minute detail.
Favourites and Quickswitch: Clickup allows you; to navigate quickly through crucial projects and tasks by adding them into your favourites. Additionally, you can press “K” and quickly switch to the Favorites section or search for a particular task.
Multitask Toolbar: With the Multitask Toolbar, you can apply changes to several tasks at once by selecting the relevant ones. It saves you the time to individually go through; every issue and identify the problem by automatically notifying you of the ongoing complexities.
Permissions: With Clickup, you can limit the user’s access by setting permissions. It ensures that only the relevant profiles have the ability to change things around in your business and helps you maintain the smooth running of operations.
Slash Commands: Clickup offers keyboard slash commands that enable you to set shortcut keys for task data and formatting. By pressing the “/” button, you can access the task menu space and make new assignments or set deadlines.
Dashboards: With ClickUp’s Dashboards, you can personalize the reporting tools and populate your workspace with extensive reports and valuable charts. It offers great overviews of your ongoing projects so you can fulfil the requirements set by the client and deliver impeccable service.
Clickup offers 5 Pricing options for users to incorporate project management tools into their business.
The “Free Forever” plan comes at absolutely no cost and offers 100MB storage along with collaborative workspaces.
The “Unlimited” plan is priced at $9/user/month and provides unlimited integrations plus Gantt charts.
The “Business” plan is priced at $19/user/month and provides custom exporting plus advanced automation to further revolutionize your business.
The “Business plus” plan is priced at $29/user/month and provides custom subtasks and role creations.
The “Enterprise” plan offers all available features of Clickup. You can contact the sales team to get a quotation for this subscription.
Why use a Project Management Tool at all ?
Using a project management tool streamlines tasks, enhances team collaboration, and ensures timely completion of projects.
It provides a centralized platform for tracking tasks, allocating resources, and monitoring progress. By eliminating communication gaps and providing a clear project overview, these tools drive efficiency, reduce errors, and foster a culture of accountability, ensuring projects stay on track and within budget.
Why opt for Project Management Software with Client Portal ?
In the dynamic world of project management, ensuring smooth communication and maintaining transparency between teams and clients is crucial. Traditionally, businesses would employ multiple tools for internal team management and separate ones for client communication. However, this often led to fragmented information, missed messages, and reduced productivity. A project management software with an integrated client portal offers a unified platform where both internal teams and clients can interact, leading to more streamlined processes.
One of the main advantages of having a client portal within the project management software is the enhanced transparency it offers. Clients can log in to view the status of their projects, access reports, and see what tasks are pending or completed. This open visibility builds trust as clients don’t have to constantly reach out for updates; they can simply view the progress in real-time. It reduces the back-and-forth emails and calls, saving time for both parties.
Moreover, when clients can see the effort being put into their projects, it fosters a sense of respect and appreciation for the team’s hard work. They become more understanding of the challenges faced and are often more amenable to timeline adjustments if they can see the reasons behind them.
An integrated client portal also provides an efficient channel for feedback. Instead of long email threads, clients can comment directly on tasks or milestones, ensuring their feedback is instantly seen by the relevant team members. This immediacy can significantly speed up the revision process. Plus, having a structured system for feedback prevents important notes or requests from getting lost or overlooked.
Document management becomes notably easier with an integrated portal. Clients can upload necessary files, documents, or assets directly into the system. This ensures that the latest versions of documents are always accessible and minimizes the risks associated with sending files via email or other external means. Both teams and clients benefit from a singular, secure location for all project-related materials.
By giving clients a direct window into the project’s lifecycle, you are empowering them to be active participants. This sense of involvement can boost their engagement levels. When clients feel involved and have the tools to collaborate effectively, they’re more likely to be satisfied with the project’s outcome.
Having a dedicated portal within the project management system also ensures data security. Clients can securely log in to access their specific projects without risking exposure to other clients’ data. Such systems typically come with robust security measures, ensuring that sensitive information remains confidential and protected from potential breaches.
Incorporating a client portal into project management software bridges the gap between businesses and their clients. It ushers in a new era of collaboration, transparency, and efficiency. As businesses look for ways to enhance client relationships and streamline operations, opting for software with an integrated client portal emerges as a clear choice.
Project Management Software with Client Portal, A Summary
Project management software with an integrated client portal streamlines communication, enhances transparency, and fosters collaboration.
It ensures real-time updates, efficient feedback processes, and secure document sharing, ultimately increasing client engagement and trust while safeguarding data security.
This unified platform revolutionizes client-business interactions.
Monday excels as a project management software with a client portal due to its intuitive interface, customizable workflows, real-time collaboration features, and robust client portal capabilities, ensuring seamless communication, transparency, and efficient project tracking for both teams and clients.
What Project Management Software would you recommend?
In short, It’s Monday.com.
It’s a platform that simplifies communication across teams and helps hit goals faster, with team management software that maximizes productivity and empowers everyone to work smarter together. You can’t go wrong with Monday.com.
“🚀Try Monday.com For Free, It’s my favorite Project Management Software to use and recommend.” -Scott Max
Monday.com is a user-friendly project management platform that offers powerful tools to streamline complex workflows for larger companies, ensuring efficient operations and delivering impressive project outcomes. Monday.com has you covered for your: Team Projects, Service, Sales, CMS, Operations, and Marketing needs.
For more details, read our Monday.com Review.