Best Salesforce Client Portal Tools
Client portals built on or integrated with Salesforce CRM.
17 tools
Accelo
Professional services automation — CRM, projects, billing, and client portals
$39/user/mo
Client Portal
Aligned
Customer collaboration platform with digital sales rooms and success portals
$35/user/mo
Free tier
Digital Sales Room
ClickUp
Versatile project management platform with client-facing guest access and portals
$10/user/mo
Free tier
Project Portal
Dock
AI-powered collaborative workspaces for buyers and customers
$49/user/mo
Free tier
Client Portal
Flowla
Digital sales rooms for managing buyer-seller collaboration through the deal cycle
$49/user/mo
Free tier
Digital Sales Room
Freshdesk
Customer support platform with self-service portals and knowledge base
$18/user/mo
Free tier
Customer Portal
GetAccept
Digital sales room with e-signatures, proposals, and deal tracking
$25/user/mo
Digital Sales Room
GuideCX
Customer onboarding platform with project visibility and automated engagement
Custom pricing
Onboarding Portal
Moxo
Client interaction hub for service businesses
Custom pricing
Client Portal
OnRamp
Customer onboarding software that automates implementation workflows
Custom pricing
Onboarding Portal
Planhat
Customer success platform with client portals, health scoring, and revenue management
Custom pricing
Customer Portal
Rocketlane
Customer onboarding and professional services automation with branded portals
$19/user/mo
Customer Portal
Scoro
End-to-end work management for professional services with client portal add-on
$28/user/mo
Client Portal
Stacker
Build client portals and internal tools on your existing data
$79/mo
Client Portal
trumpet
Digital sales rooms and buyer enablement pods for B2B revenue teams
$44/user/mo
Free tier
Digital Sales Room
Zendesk
Enterprise customer service platform with self-service portals and knowledge base
$55/user/mo
Customer Portal
Zoho Creator
Low-code platform with dedicated client, vendor, and partner portals
$8/user/mo
Free tier
Customer Portal
Comparisons
11Rocketlane vs GuideCX: Which Is Better?
Customer onboarding and implementation platforms compared.
Rocketlane vs Dock: Which Is Better?
Customer onboarding vs sales-to-CS handoff platforms compared.
GetAccept vs Flowla: Which Is Better?
Sales room and deal closing platforms compared.
Dock vs GetAccept: Which Is Better?
Digital sales rooms for enterprise B2B sales teams compared.
Dock vs Aligned: Which Is Better?
Digital sales room platforms for B2B deal management compared.
ClickUp vs Nifty: Which Is Better?
Project management platforms with client portal access compared.
Bitrix24 vs Scoro: Which Is Better?
All-in-one work management platforms with client portals compared.
Arrows vs OnRamp: Which Is Better?
CRM-native customer onboarding platforms compared.
Arrows vs Flowla: Which Is Better?
HubSpot-native onboarding tools compared.
Softr vs Stacker: Airtable Portal Builders Compared
Comparing Softr and Stacker for building client portals on Airtable — pricing, features, and which to choose.
Clinked vs Moxo: Enterprise Client Portals Compared
Comparing Clinked and Moxo for secure, enterprise-grade client portals in professional services.