Fund Accounting
AI-powered cap table and equity management platform for startups, plus a private-fund intelligence portal for LPs.
Tiered plans · Free plan$300 Off Select Plans
2022
Client Portal Software
2 deals
Branded portals where businesses share documents, updates, and collaborate with external clients.
Workflow Automation
Softr is a no-code platform for building client portals, internal tools, and web applications from Airtable, Google Sheets, and other data sources with pre-built templates and user authentic...
Tiered plans · Free plan20% off your first month or year of Softr
201951-200Berlin, Germany
ITSM Process Automation
Client portal platform for MSPs providing a branded self-service portal with reporting, ticketing, and QBR automation.
Tiered plans · Free plan
201711-50Fayetteville, AR
Client Portal Software
Veterinary workflow and client app.
$50-$500/month
202011-50Manchester, UK
Digital Workspace Platforms
Collaboration tool for public and private sector for document sharing, forums, and surveys.
Per seat · Free trial
200151-200Basingstoke, UK
Personal Training Software
Online coaching platform for personal trainers to deliver programming, track progress, and communicate with clients.
Tiered plans · Free trial
201511-50San Francisco, CA
Low-Code/No-Code
No-code website and portal builder powered by Airtable databases.
Tiered plans · Free plan
20201-10London, UK
Document Management
Cloud document management with folder templates, automated workflows, SecureDrawer client portal, and compliance features.
Starts at $15/user/mo
200151-200Lehi, UT
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Custom quote · Free trial
2000501-1,000Radnor, PA
Client Portal Software
Practice management platform for health and wellness professionals with scheduling, charting, and telehealth.
Tiered plans · Free plan
2016Solo / freelancerToronto, Canada
Travel and Expense
CosmoLex is a cloud-based legal billing and practice management system with built-in accounting, time tracking, and trust management for law firms.
Tiered plans · Free trial
2007Solo / freelancerHackensack, New Jersey
Client Portal Software
All-in-one business platform with branded client portals, CRM, project management, and billing.
Tiered plans · Free trial
20121-50Raleigh, NC
Client Portal Software
Web-based practice management for counselors and therapists with client portal, secure messaging, and session notes.
Tiered plans · Free trial
200611-50Aliso Viejo, CA
P
Billing & Payments
Branded client portal for agencies and consultants with messaging, files, tasks, and billing.
$69-139/user/month
202011-50New York, NY
Client Portal Software
Client portal platform for service businesses with modules for billing, messaging, and file sharing.
Tiered plans · Free trial
201811-50New York, NY
Billing & Payments
Client portal software for productized services agencies with forms, billing, and request management.
Tiered plans · Free trial
20192-10Paris, France
Client Portal Software
Client portal and project management for productized service businesses with orders and billing.
Tiered plans · Free trial
201311-50Riga, Latvia
Client Portal Software
Collaboration software for teams, clients, and suppliers with document management and tasks.
Tiered plans · Free trial
200911-50London, UK
Workflow Automation
Workflow automation platform for financial advisors managing client service tasks and repeatable processes.
Per seat · Free trial
201711-50Toronto, Canada
Sales Coaching
Digital coaching and therapy tool for practitioners with customizable activities, assessments, and client engagement.
Tiered plans · Free trial
2019Solo / freelancerMaastricht, Netherlands
Document Management
MyCase is a cloud-based legal practice management platform with built-in CRM, billing, client communication, and document management.
Per seat · Free trial
2010Solo / freelancerSan Diego, California
Legal Practice Management
Mobile-first client communication portal for law firms to update clients on case status.
Custom quote
201511-50Charleston, SC
G
Client Portal Software
Branded client portal app for insurance agencies.
$50-$500/month
201611-50Denver, CO
Client Portal Software
Client management for photographers and creative pros.
Tiered plans · Free trial
2009Solo / freelancerPatchogue, United States
SMS Marketing
Client communication and marketing platform for veterinary practices with mobile apps.
Custom quote · Free trial
20131-50Baltimore, MD
Document Management
Client content and document collection platform for agencies, accountants, and service providers.
Tiered plans · Free trial
201811-50Brisbane, Australia
AI Customer Onboarding
Client onboarding and data gathering platform for advisors automating forms and client data collection.
Tiered plans · Free trial
2007Solo / freelancerBennington, VT
Workflow Automation
Karbon is a collaborative practice management platform with AI-powered triage, workflow automation, and client management for accounting firms.
Per seat
20141-50San Francisco, California
Appointment Booking for Services
Appointment booking and team scheduling platform with online payments, automated notifications, and client management for service businesses.
Tiered plans · Free trial
201911-50Warsaw, Poland
Document Management
Branded client portal for agencies with proposals, project status, and document sharing.
Tiered plans · Free plan
2019Solo / freelancerBucharest, Romania
Client Portal Software
WordPress project management plugin for client portals, task management, milestones, and invoicing within WordPress.
Flat rate
20171-10Remote
AI Customer Onboarding
Arrows provides HubSpot-native onboarding plans, sales rooms, and client portals that sync directly with HubSpot CRM deals and tickets.
Custom quote · Free trial
201911-50Remote, United States
Billing & Payments
Coaching management software with client portals, session tracking, and billing.
Tiered plans · Free trial
2014Solo / freelancerPetaluma, CA
Document Management
White-label client portal and document collaboration platform for professional services with secure file sharing.
Tiered plans · Free trial
20081-50Guildford, UK
Patient Engagement
Cloud veterinary practice management with scheduling, clinical records, and client engagement.
Tiered plans
2006Solo / freelancerAuckland, New Zealand
Client Portal Software
Pet sitting business management software and client portal.
Tiered plans · Free trial
2013Solo / freelancerDenver, CO
AI Financial Advisors
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Enterprise
2012201-500New York, NY
Client Portal Software
Website review and feedback tool for agencies to collect client feedback by clicking directly on live web pages.
Free plan
20181-10Ottawa, Canada
Sales Coaching
All-in-one platform for coaches with scheduling, video, invoicing, and client management.
Tiered plans · Free trial
2019Solo / freelancerLondon, UK
Fund Accounting
Real estate investment management platform for GPs with investor portal, CRM, fund administration, and reporting.
Tiered plans
201951-200New York, NY
Client Portal Software
German CRM for real estate professionals with integrated exposes, portal publishing and collaboration features.
Free trial
198551-100Cologne, Germany
Accounting Software
Client communication platform for accounting firms consolidating messages, tasks, and requests.
Per seat · Free trial
201811-50Columbus, OH
SMS Marketing
Salon software with online booking, client retention marketing, inventory, POS, and reputation management.
Custom quote
200351-200Dublin, Ireland
Client Portal Software
Website and client management platform for professional photographers.
Free plan
200551-200Dallas, TX
Client Portal Software
Client gallery, studio manager, and website platform for photographers.
Tiered plans · Free plan
201351-200Vancouver, BC
Digital Workspace Platforms
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Tiered plans · Free plan
201251-200Cupertino, CA
Client Portal Software
Collaborative project management with client portals, designed for agencies and studios.
Tiered plans · Free plan
20171-50Chicago, IL
Billing & Payments
Broker and MGA management platform covering policy administration, billing, and client portals for European agencies.
Custom quote
201351-200London, UK
Fund Accounting
Private fund administration and LP portal for emerging managers.
$500-$5k/month
202011-50Denver, CO
M
Billing & Payments
Family engagement portal for childcare and preschool centers using Procare.
Bundled with Procare
201411-50Denver, CO
Document Management
Document management and client portal for accounting firms with secure file sharing and workflow automation.
Per seat · Free trial
200851-200Austin, TX
Legal Billing
CARET Legal provides integrated legal practice management and billing software with time tracking, trust accounting, document management, and client portals.
Per seat · Free trial
2021Solo / freelancerSan Diego, California
Tax Compliance
Financial planning software for advisors with tax planning and client portal.
Per seat · Free trial
201551-200Shelton, CT
Billing & Payments
Mobile estimating and invoicing app for contractors with client management, payments, and QuickBooks sync.
Tiered plans · Free trial
201251-200Toronto, ON, Canada
Travel and Expense
Bill4Time is a dedicated legal billing and time tracking platform for law firms with trust accounting, invoicing, and client management features.
Per seat · Free trial
200611-50New York, New York
Customer Sentiment Tracking
Buildertrend is a construction project management platform for home builders, remodelers, and specialty contractors with scheduling, financials, and client portals.
$199-799 / month
2006501-1,000Omaha, Nebraska
Client Portal Software
Client engagement and outreach for freelancers.
Custom quote
201311-50Round Rock, TX
Q
Client Portal Software
QQSolutions agency management platform for independent P&C agencies with policy management and client service tools.
Custom quote
198651-200Deerfield Beach, FL
Matter Management
Legal collaboration platform from Thomson Reuters for matter management, client extranets, and deal rooms.
Custom enterprise pricing
20011,000+London, UK
Personal Training Software
Client communication and accountability platform for fitness coaches with habit tracking and messaging.
Tiered plans · Free trial
201711-50St. Louis, MO