Top SuiteDash alternatives for creating the best client portal

Vartika Puranik • Dec 22, 2022 • 12 min read

One-size-fits-all isn't always the right approach, especially for small and mid-sized businesses with distinct budgets and needs. When it comes to streamlining various organizational operations, there’s a lot to factor in. If you’re searching for SuiteDash alternatives, you’ve landed at the right page. 


SuiteDash is indeed an “all-in-one platform”. Users love its robust countless features such as CRM+funnels, secure client portal, scheduling and white-labeling. Though there are some continuing drawbacks that users mention decrease their affinity towards the platform. UI and UX are the biggest put off for users as it’s a bit outdated that also slows down the entire process while navigating the platform. Payment processors are mostly US-centric or have longer activation periods that are also major disadvantages some users complain about. 


That’s why this comprehensive guide encompasses various SuiteDash alternatives that offer better design and usability. We've compared many key aspects including but not limited to price, CRM funnels, automation functionalities, compatible devices, ease of client portal creation, file sharing and data security, to arbitrate the best client portal for brands. 



Table of Contents

  1. Softr
  2. Portal
  3. Accelo
  4. Client-portal.io
  5. FreshDesk
  6. Clinked
  7. OneHub
  8. Moxo
  9. Dock


Need a client portal with a zero learning curve?

Softr’s fully customizable, appealing and super simple portal templates offer this.

Softr


Softr assists a myriad of companies—finance, health tech, career and education, arts and cultures, biotech, law firms, childcare, agencies, service-based brands, and many more. This SuiteDash alternative enables an effortless method to build a web app with zero learning curve by converting Airtable and Google Sheets into web apps. Businesses of any kind and size with any budget can build and launch their portals at lightning speed.

Softr homepage

Decision Factors 


Softr is a no-code tool that helps businesses by empowering them to build client portals and other web apps with great design freedom in the most trouble-free way possible. Brands can play with 30+ dynamic list layouts and 100+ pre-built blocks to bring their desired web app into reality. Various tools can be integrated such as messaging and emails for swift communication. The templates for portals are super easy to follow and customize that excludes the enormous time brands spend on other platforms. 


Pages can be created incredibly quickly and with minimal configuration. Using Airtable as the foundation for all dynamic content significantly boosts the effectiveness of web app management and upkeep and users extremely love it. The plug-and-play content blocks on the dashboard make it much easier to instantly design online experiences. Users label its UI, portal creation time and ease, learning curve, loading speed, automations and portal features a cut above SuiteDash. They also absolutely admire its supportive and knowledgeable team. 


It's best for entrepreneurs and small to medium-sized enterprises who want to build client portals and internal tools.



Pros

  • Businesses can create internal tools such as editorial calendars, sales CRM, employee directories, and more using templates in no time. 
  • A no-code custom app can be built painlessly and accessed on Android and Apple devices. 
  • Brands on a budget and one-person companies can go for its free plan that incorporates unlimited applications and live chat support.
  • Countless tailored forms with a broad range of field values can be added easily. 
  • Remarkably high-level server-side authentication to safeguard the data.



Cons

  • Businesses need to learn Airtable first but Softr has an Airtable learning page with guides and articles. Softr supports Google Sheets and Airtable as data sources right now with more options coming soon.
  • The capability to transfer applications is available starting from the professional plan. ($65/month)
  • The way users can edit their own profile and data can feel a bit clumsy at times (this should be improved by the end of Q1 2023 according to Softr’s public roadmap)

Looking for a client portal for your non-tech small biz?

Anyone can build client portals with Softr within minutes. No code, no hassle.

Portal


Portal is very new and was founded in 2020. It caters to various-sized companies and specific industriesagencies, law firms, financial services, accounting, real estate, engineers, the education sector, and law firms. This SuiteDash alternative provides the ability to streamline virtual offices with its modular and extendable building blocks.


Portal homepage

Decision Factors 


It can be best for well-established tech and B2B businesses that seek online client interfaces and are looking to unify project processes only instead of replacing other marketing and business management platforms. Users praise its ongoing product support over SuiteDash and customizable branding. “Join portal is a good simplistic system for starting out and does have an internal form system built in,” according to Dana Sacco, a client experience expert. Portal’s modern design with less clutter increases the ease of file sharing. There are also only 5 project-specific and client-focused modules that can be picked up easily, making it less overwhelming.  



Pros

  • Client portal setup takes under 5 minutes.
  • Companies can add up to 200 internal users and 10,000 client users in the first two plans. 
  • Native messaging tool is available. 



Cons

  • The starting price is high. ($49/month/user).
  • Users report many integrations such as QuickBooks, Asana, and PClaw aren’t supported.
  • It doesn’t include any client portal template. 
  • The first plan only allows 10GB of storage and no extensions. 
  • No ability to request document signatures from several individuals inside the same brand.


Accelo


Accelo started off in 2011 and offers its services to different industries—IT, diverse agencies, PR, accounting, service providers/businesses, engineers, and architecture. This alternative to SuiteDash helps businesses systematize their sales and projects processes and integrate with other features like timeframe, billing, and analytics to simplify business operations.


Accelo homepage

Decision Factors 


Accelo uses traditional and agile project management methodologies to improve revenue. Users love its automated triggers for alerts on budget/usage %. The ability to track ongoing/remaining transactions for previous clients, roll budget over to subsequent months and retainer-oriented tracking features can make it a better SuiteDash alternative. It places more emphasis on profitable client results, and project management and analysis. That’s why it can be an ideal option for brands that partner not just with clients but also freelancers. 



Pros

  • Companies can create a playbook for best sales practices, merging the accounting and sales teams within Accelo.
  • It is simple for the team to transfer tickets, keep time records, view and work on tickets issued to other team members.
  • Straightforward dashboard and reports consumable to both technical and non-tech users.



Cons

  • Limited features in the first plan and no client portal would leave brands with the second and last plan. ($39/month/user)
  • No interfacing/messaging feature within the platform. 
  • Inputting basic info such as time tracking, task updates, etc. without a strong leads/sales strategy can take a lot of time according to Lauren Ashley, the digital marketing strategist.

Client-portal.io


Client-portal.io has been in the business since 2017 and its offerings cover agencies and schools only at the moment. This SuiteDash alternative is a WordPress plugin that lets brands customize their client portal in terms of branding. Companies can provide their clients with an uncomplicated tool to share files and store them using a single dashboard to enhance the client experience.


Accelo homepage

Decision Factors 


Client-portal.io offers easy-to-create and use portals for everyone without a steep learning curve. Brands can exchange all deliverables in one place smoothly. It can be a better fit than SuiteDash for small agencies/a single-person company with a WordPress site and clients who don’t prefer robust and complex project management platforms. “The biggest benefit is that it is designed to follow my internal process so clients can follow our progress,” LaTasha Hussey, a website designer, told Softr. The modules show one of the three statutes: in progress, completed, or inactive so clients can be in the loop without having to constantly communicate. 



Pros

  • It is affordable, $199/year and even the first plan offers unlimited portals on one WordPress site.
  • Agencies can create portals using templates and save heaps of time. 
  • Ability to add unlimited clients. 



Cons

  • It doesn’t offer any design or layout customization. 
  • Brands with non-WP sites need to pay for a tailored solution that can work with their site. ($49+/month)
  • It doesn’t have automations.
  • No option to add a team/multiple users.


FreshDesk


FreshDesk emerged in 2010 and helps D2C companiesretail and E-commerce, travel and hospitality, NGOs, banking, real estate, education, software, and SMBs. This SuiteDash alternative is specifically for solving and improving ticket-based customer requests. It streamlines the collaboration efforts between support agents and internal teams in real-time to abate the back and forth game.

FreshDesk homepage

Decision Factors 


FreshDesk isn't a business or project management portal but a more customer-centric ticketing software solution making its features less confusing and more meticulous. It can be more effective than SuiteDash for companies in the D2C/retail industry looking to unify customer solutions, sales and direct marketing. Users love its chatbot journey builder for creating relevant messaging and chatbot interactions at touchpoints. It lets users prioritize and apply pre-set filters to incoming emails and makes collaboration easier with its tag and assign feature. 



Pros

  • The starting plan is completely free with multiple features. 
  • Companies can add up to ten agents in the free plan. 
  • Can pass missed calls into voicemail attachments as new tickets.



Cons

  • It isn’t a typical business or project management client portal. 
  • Customization beyond branding is only available in the highest-priced/last plan.
  • ROI tracking is also only in the last plan. 
  • Users find it difficult to link different tickets together and get reports. 

Clinked 


Clinked was established in 2008 and serves the financial, government, accounting, insurance, legal and investments industries. It's a white-label SuiteDash alternative to strengthen collaboration efforts with clients. Businesses can use its shared task functionality to deliver projects on time and securely, and set up meetings and group events.


FreshDesk homepage

Decision Factors 


Clinked offers clean, organized, and easy-to-navigate portals. Users prefer its UI more than SuiteDash as it can be easily operated. It also has many layers of security such as authentication for each and every portal member, user-based permissions, automatic account lockout, complex passwords for every user, and permission and access controls. White-lable portal option is also in the first plan. It can be a finer solution for companies that want surplus security with an uncluttered UI.  



Pros

  • Designing a personalized mobile app is also possible. 
  • Client annotations are pinned to the precise location within a document. 
  • It offers bank-grade security encrypted backups. 



Cons

  • Free plan isn’t available.
  • User interface modifications and customizable features are only accessible in the last plan. 
  • Payment and billing features aren't available.

OneHub


OneHub has been active since 2007 and one million companies have utilized its services. It provides for brands in the technology, energy, healthcare, entertainment, financial, real estate, manufacturing, marketing, legal, and a few service-based industries. This is a SuiteDash alternative for quickly sharing and storing multiple files with teams and clients. It segments files itself based on months so brands don’t have to spend time categorizing files. 


onehub homepage

Decision Factors 


OneHub can be a satisfactory selection for users whose businesses rely heavily on file sharing, sending, and storing. Users favor its file exchange and storage feature over SuiteDash and the same tasks can be performed within the mobile app with equal adequacy. OneHub offers 1 TB cloud storage in its first plan only, which is $12/user/month, and extra security tools such as data room security and stealth mode in its advanced plans. 



Pros

  • Mass uploads are possible using a secure FTP gateway.
  • File recovery system enables history viewing of modifications for each file.
  • No additional software is needed for previewing files directly on mobile devices.
  • Companies can password-protect their files. 



Cons

  • Its client portal doesn’t include chat, search and collaboration features. 
  • Customer support is only included in its higher plans. ($300/month and $500/month)
  • Platform can only be customized for branding. 
  • Offline feature to see the latest version isn’t available. 

Moxo


Moxo started operating in 2012 and has been assisting companies in the real estate, financial, accounting, legal, creative, healthcare, education, logistics, and consulting fields. This SuiteDash alternative is for businesses wanting to automate their clients and project processes. Brands can avail of its UI workflows and in-app collaboration for end-to-end management control. 


moxo homepage

Decision Factors 


Moxo supplements its platform with various integrations and also offers promotional and loyal marketing features that can be leveraged within the platform/app to generate more sales. It can be perfect for businesses that want integrated business streamlining and campaign services. Users love its screen-sharing feature and ability to maintain its sleek UI no matter the action and process. The message feature is divided into “client” and “teams” categories making it structured. The compartmentalization of various processes is something that users find better than SuiteDash. 



Pros

  • Branded promotion for the most recent services, programs, surveys, and offers can be carried out within the portal and app. 
  • Businesses can connect external record-keeping systems, including CRMs, document management, and transactions.



Cons

  • Workflow templates aren’t available. 
  • White label branding is an add-on and not in the pricing plans. 
  • Customization is for the workflows not the client portal. 


Dock


Dock is fresh on the block and began running in 2021. The anchor customers it targets are in the various B2B, tech, and software industries. This SuiteDash alternative makes one-on-one communication between two groups of people achievable using a collaborative workspace for embedding files and videos, sharing onboarding and project plans, and mutual action plans. Big companies like Lattice and Reddit can band together.

dock homepage

Decision Factors 


Dock can be a great choice for brands looking to oversee multiple-phase projects, and share the scope and implementation files within a workspace. Users admire its views and engagement automated tracking feature for buying signals. It’s also a hit for follow-up processes and has a follow-up template that converts emails with various links and attachments into a single link. With its mutual action features, clients can edit, comment, and share feedback for any deliverable instead of moving on to a secondary platform such as email. Users find its sales cycle process superior to SuiteDash. 



Pros

  • It comes with a template for almost all features, including client portals, with an accessible space for customized document management in it. 
  • Its digital sales room facilitates buying processes with its embedding feature for various documents such as product explainers, security documentation and pricing quotes.



Cons

  • It doesn’t offer native tools for some specific workflows like project plans, proposals etc. 
  • It works on integrations so doesn’t come with native email marketing, billing and project automations features.
  • No API and analytics access.

Are you a business owner looking for an affordable client portal?

Softr has pricing for every business, at every stage.

Frequently asked questions about client portals

Client portals offer companies an easy and faster way to collaborate with clients on diverse projects, share innumerable files and have 24x7 access, upgrade client experience, boost productivity and diminish slip ups/errors. Softr helps build fully customized client portals within distinct budgets with an ability to share and store "xxx" files and create portals using free templates.

Client portals can definitely be set up in any language. It depends on the company businesses are buying their portals from. With Softr’s Weglot integration, users can translate any content within minutes.

Client portals are one of the safest methods to share, edit, download and store different documents with employees and clients. Softr takes it a step further by employing server-side authentication to safeguard the data. AWS-powered for optimum performance, scalability, and availability.

Client Portal | Internal Tools | Web App Builder | Free Website Builder Made with Softr