Conveyor
Security Compliance Automation
Trust and security review platform automating customer security questionnaires and sharing compliance artifacts with AI assistance.
Free planFree trialUsage-basedSecurity Questionnaire AutomationAI Compliance
Alternatives to TrustShare
- 1Security Questionnaire Automation
- 2Customer Portal Platforms
Copilot
Customer Portal Platforms
Client portal platform for service businesses with modules for billing, messaging, and file sharing.
Free trialTiered plansClient Portal SoftwareAgenciesPrice$39+ / month
- 3Customer Portal Platforms, Document Management
SuperOkay
Client Portal Software
Branded client portal for agencies with proposals, project status, and document sharing.
Client portal creationTask management and assignmentEmbedded applications integration - 4Customer Portal Platforms
Rocketlane
Customer Onboarding Software
Rocketlane provides a dedicated customer onboarding platform with project management, document collaboration, and customer portals.
Free trialPer seatAI Customer OnboardingProject Management - 5Customer Portal Platforms
Upflow
Collections Management
AR automation platform for B2B SaaS companies with collections workflows, customer portal, and cash flow insights.
Free planFree trialSOC 2Tiered plansWorkflow AutomationCustomer Portal PlatformsPrice$199+ / month
- 6Document Management
Tresorit
Document Management
End-to-end encrypted file sharing and document collaboration platform for businesses with strict security and compliance requirements.
Multifactor authenticationCentralized admin controlPrice$12 / user / month
Price position: below the category median. - 7Customer Portal Platforms
AgVend
Customer Portal Platforms
Digital commerce platform for agricultural retailers enabling online product ordering, recommendations, and loyalty programs.
Branded customer portal and mobile appCustomer management and profile aggregationOrder management and submission - 8Customer Portal Platforms
OctopusPro
Field Service Management
Field service management software for service businesses offering booking, dispatching, invoicing, and customer portal.
Free trialAppointment Booking for ServicesCustomer Portal PlatformsPrice$10 / user / month
Price position: below this category's displayed range. - 9SaaS Management
Augmentt
SaaS Management
SaaS management platform for MSPs providing SaaS discovery, security posture, and user management.
Free trialSOC 2Cloud Security Posture ManagementSecurity Posture Management - 10Customer Portal Platforms
Bodhi Solar
Customer Experience Platforms
Customer experience platform for solar installers with project updates and referral programs.
White labeled customer portalCRM and cloud document integrationFleet monitoring and performance tracking
