Best 9 Project Management Software With Client Portal

Managing projects while keeping clients updated can feel overwhelming in today’s fast-paced digital world. That’s where project management software with a client portal steps in.

These tools combine essential project management features with a secure, easy-to-use client interface. The result? Seamless collaboration, real-time updates, and smoother communication.

In this blog, I’ve rounded up the best 9 project management software with client portal to help you streamline workflows and strengthen client relationships.

Ready to find the perfect solution to boost your project efficiency? Let’s get started!

What is a Project Management Software With a Client Portal?

Before knowing project management software with client portals, let’s first understand a client portal. 

A client portal is a powerful tool that allows your clients to participate in and actively oversee their projects. This involvement builds transparency and enables a sense of control and trust in client relationships.

Now, let’s focus on the central topic—project management software with a client portal. What exactly does this software entail?

It’s software that combines key project management features with a secure gateway for your clients. This lets clients view project updates, share feedback, and communicate directly with your team in one place.

A client portal in project management software boosts efficiency, engages clients, and streamlines communication, ensuring your projects stay on track with fewer back-and-forth messages.

Quick Comparison Chart of the Best Project Management Software With Client Portal

Before going to detail analysis let’s have a quick tour to the comparison chart of the best project management software with client portal. 

🛠️ Tool	💰 Starting Price	⭐ Best For	⚠️ Limitation	📊 G2 Rating
OneSuite	$29/month	Pipeline & client portal management	Newer platform	5.0 / 5
ClickUp	$0/month	All-in-one project views	Steep learning curve	4.7 / 5
Hello Bonsai	$29/month	Contracts & invoicing for freelancers	Limited integrations	4.3 / 5
Monday	$24/month	Work & team management	Complex for new users	4.7 / 5
Productive.io	$9/user/month	Agency project & financial management	Pricey for small teams	4.5 / 5
Teamwork.com	$10.99/user/month	Client-facing team collaboration	Per-user pricing adds up	4.4 / 5
Trello	$0/month	Visual task management	Limited for large projects	4.4 / 5
Notion	$0/month	Flexible all-in-one workspace	Steep learning curve	4.7 / 5
Dubsado	$20/month	Client workflow automation	Not easy to migrate data	4.2 / 5

Best 9 Project Management Software With Client Portal: Overview

When managing clients and projects, having a client portal in your project management software is crucial. Not all software offers this feature, but it’s a must-try for your team. 

Here, I’ve compiled a list of project management software that includes a client portal, or as some may call it, a customer portal. Your role now is to review these options and select the one that best suits your needs and preferences. 

1. OneSuite

OneSuite is a complete project management solution with a built-in client portal to boost transparency and collaboration. It offers clients real-time access to project updates, invoices, and important documents, ensuring trust and seamless communication.

What makes OneSuite stand out is how it brings everything under one roof. Beyond project management and client portal, OneSuite also lets you productize your services , so you can package and sell what you do in a clean, structured way.

When you onboard a new project, you can use the built-in scheduling tools to plan timelines, manage your team, and keep clients looped in through the client portal, all without jumping between apps.

Its affordable pricing and 14-day free trial make it an unbeatable option for growing businesses and agencies ready to work smarter.

OneSuite Client Portal Features

Features that you will have with OneSuite Client Portals are—

• Easy client onboarding and managing system
• Project Collaboration
• Document signing and storage
• Invoice history
• Email Inbox
• Timesheet and Time Tracking
• Productized Services

Pricing

• Freelancer Plan – Starts at $29/5 users/month
• Solopreneur Plan – Starts at $59/12 users/month
• Growing Agency Plan – Starts at $149/35 users/month

Pros & Cons

✅ Pros	❌ Cons
Smooth white-label client portal	Newer platform with fewer integrations
Excellent value at $29 for 5 users	Still in early development phase
Easy to use and adopt	No forever free plan
Unlimited projects, clients, invoices, and documents

Customer Reviews

Here are some customer reviews from various platforms: 

1. A comprehensive platform that addresses all your agency needs—Nathan Paul
2. [Resolved] I had one tiny issue with the client portal system, brought it to their attention via the support chat. Next day it was fixed—Shahnewaz K. 
3. I haven’t found anything that I haven’t liked so far—Surjo Sen Das R. 

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2. ClickUp

ClickUp is a powerful project management tool that lets you create client portals for seamless collaboration. Invite clients as guests and provide real-time project updates, task tracking, and communication all in one place. 

With ClickUp, you can streamline your workflows, manage tasks efficiently, and improve work quality. It’s built to save time while delivering better results. 

ClickUp Client Portal Features

Features that you will have with ClickUp Client Portals are—

• Collaborate on tasks
• Real-time project updates
• Track projects and tasks
• Chat in real time

Pricing

• Free Forever – $0: Unlimited tasks, docs, 60MB storage
• Unlimited – $10/user/month: Unlimited storage, dashboards
• Business – $19/user/month, Unlimited teams
• Enterprise – Custom quote: Advanced security, dedicated manager, White Labeling

Pros & Cons

✅ Pros	❌ Cons
Highly customizable task management for teams	Steep learning curve for new users
Streamlines project organization and team collaboration	Interface feels overwhelming due to too many features
Makes automation and task tracking effortless	Slow loading times impact workflow efficiency
Great value with a free plan available	Missing some basic features found in other tools

Customer Reviews

Here are some customer reviews from various platforms: 

1. ClickUp made our production team two-third more efficient—Justin Kosmides
2. Although the Mobile and iPad versions are much better now, I wish that they had the full features of the desktop version—Sarmad N.
3. Incredibly easy to use, advanced and feature-rich project management—Aleksandra K.
4. There’s a bit of a learning curve. You have to take the time to learn the features and how they can serve you best—Madalina I.

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3. Hello Bonsai

Hello Bonsai is an all-in-one project management solution designed for digital agencies. 

With a branded client portal by Bonsai, you can share documents, and update your clients on project progress in real time. It simplifies client collaboration by offering secure access, file sharing, invoicing, and more—all integrated into one easy-to-use platform. 

It allows you to customize your client portal to match your brand, streamline billing, and make managing projects seamless and efficient. 

💡 Check out the OneSuite vs Hello Bonsai Comparison!

Bonsai Client Portal Features

Features that you will have with Bonsai Client Portals are—

• Centralized client communication
• Share key documents
• Simple billing & payments for clients
• client collaboration

Pricing

• Basic: $15/user/month
• Essentials: $25/user/month
• Premium: $39/user/month
• Elite: $59/user/month

Pros and Cons

✅ Pros	❌ Cons
Easy to use and implement	Missing key features (CSV export, mobile app)
Smooth invoicing & time tracking	Expensive compared to alternatives
All-in-one for freelancers	Limited customization options
Saves time across business tasks	Weak integration support
Responsive customer support	Limited automation capabilities

Customer Reviews

Here are some customer reviews of Bonsai from various platforms: 

1. With Bonsai’s project insights, I get a real-time view on our budget and business financials—Wilian
2. Some features seem messily put together and poorly thought out for the end user—Chelise
3. I’ve really enjoyed Hello Bonsai for the past 4 years—David M.
4. Good alternative to Dubsado, still lacking in features—Syndi N

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4. Monday

Monday.com is a powerful project management platform designed to streamline service operations with smart automation and AI. From ticket management to employee lifecycle tracking, Monday offers a full suite of tools for efficient project handling. 

With real-time dashboards, AI-driven ticket routing, and an upcoming customer portal, communication between teams and clients is simplified. Monday helps businesses fast-track processes, offering multiple solutions to scale as needed—all in one intuitive platform. 

Monday Customer Portal Features

Features that you will have with Monday Customer Portals are—

• Self-service customer experiences
• Automatic ticket classification
• Smart ticket routing
• Knowledge base assistance for agents

Pricing

• Basic: $12/user/month (customizable pipelines, contact management)
• Standard: $17/user/month (AI email, automations, integrations)
• Pro: $28/user/month (sales forecasting, mass email, advanced analytics)
• Enterprise: Custom (lead scoring, advanced security, enterprise automations)

Pros and cons

✅ Pros	❌ Cons
User-friendly interface	Missing key features
Effective team collaboration	Steep learning curve
Efficient project management	Not intuitive for complex workflows
Strong task management	Limited customization options
Great organizational efficiency	Limited client portal features

Customer Reviews

Here are some customer reviews of Monday from various platforms: 

1. A project tracking tool designed to keep the entire team in communication—Jose R. 
2. Monday Increases Efficiency and Productivity—Alexis S.
3. While the automation feature is a standout, it can be challenging for new users to master—Ajay S. 
4. Monday.com includes a formula tool for performing computations, but formulas cannot be used in automation, which I believe is a disadvantage—Rupal S.

5. Productive.io

What makes Productive different is simple — it doesn’t just manage tasks. It connects your projects, finances, and team resources in one place, giving you real numbers behind your daily work. No more data migration headaches. No more manual errors from switching between tools.

Productive.io is a comprehensive, all-in-one solution built for agencies and professional service teams who are tired of juggling multiple disconnected tools.

With Productive, you get a client portal to share project progress, resource planning to keep your team on track, and financial management baked right into your projects — not added as an afterthought.

Productive.io Client Portal Features

Features that you will have with Productive.io are—

• Client Portal for project collaboration and file sharing
• Project and Task Management with real-time visibility
• Budgeting and Billing automation
• Resource Planning for all resource types
• Flexible Reporting and Forecasting
• Native Integrations with popular tools

Pricing

• Essential: $9/user/month
• Professional: $24/user/month
• Ultimate: $32/user/month

Pros & Cons

✅ Pros	❌ Cons
True all-in-one platform	Higher price for small teams
Built-in financial management	Steep learning curve
Strong resource planning	Limited free plan options
Real-time reporting & forecasting	Fewer third-party integrations

Customer Reviews

Here are some customer reviews of Productive from various platforms: 

I like that Productive suits my personal preferences on how I want to register my hours and set up my home screen. I know my colleagues prefer to use it differently than me, so the amount of customizability is enjoyable. –Harald B.

Configuring particular reports can be difficult, especially when you have to think about what specific data field is going to give you the answers you need. –Jess T.

6. Teamwork.com

Teamwork.com is a project management tool purpose-built for client-facing teams. It’s not just about managing tasks internally — it’s about bringing your clients into the process in a clean, controlled, and professional way.

The client portal lets you share what matters and keep clients engaged without overwhelming them. Your clients get a clean dashboard showing exactly where their project stands, while your team gets the full picture including timelines, budgets, and workloads all in one place.

Whether you’re running a small agency or managing multiple client projects, Teamwork keeps communication centralized and projects moving forward without the usual chaos.

Teamwork.com Client Portal Features

Features that you will have with Teamwork.com are—

• Customizable client dashboards
• Client-focused feedback and approval tools
• Resource management and workload tracking
• Real-time in-app collaboration and chat
• Document sharing and discussion threads
• Time and budget tracking

Pros & Cons

✅ Pros	❌ Cons
Clean, client-friendly portal	Can feel complex for smaller teams
Strong resource and budget tracking	Limited features on free plan
Centralized client feedback system	Per-user pricing adds up quickly
Real-time collaboration tools	Slight learning curve for new users

Pricing

• $10.99/user/month
• Free forever plan (for up to 5 users)
• 30-day free trial

Customer Reviews

Teamwork is a good place to handle client communications and to save relevant documentation without involving the internal team. The task dependencies, time tracking, and workload management features are especially helpful for resource planning.- Mansoor K.

The GANTT chart feature is terrible. It offers little to no customization. The print version is unusable.- Josh B.

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7. Trello

Trello is a visual project management tool that helps teams easily organize and prioritize tasks. Using a Kanban-style board, Trello enables teams to track projects, collaborate in real time, and integrate with tools like Google Drive and Slack. 

Trello’s client portal allows clients to access project updates, offer feedback, and stay informed on progress—all in one secure space. With Power-Ups, users can further enhance their boards with features tailored for client collaboration. 

Trello Client Portal Features

Features that you will have with Trello Client Portals are—

• Custom fields, the only limitation is your imagination
• Automation keeps work flowing
• See your projects from any angle
• customizable templates.

Pros and Cons

✅ Pros	❌ Cons
Easy to use	Limited features for large projects
Efficient task management	Lacks advanced capabilities
Simple and flexible	Limited functionality for complex workflows
Great team collaboration	Boards get crowded quickly
Organized project management	Limited customization options

Pricing

Free – $0/month (up to 10 collaborators per workspace)
Standard – $5/user/month (billed annually)
Premium – $10/user/month (billed annually)
Enterprise – $17.50/user/month (billed annually)

Customer Reviews

Here are some customer reviews of Trello from various platforms: 

1. Trello manages all of our story management – it’s easy and quick—Neil F. 
2. Great app with multiple projects views and have no complaints with it.—Mary N.
3. I wish Trello allowed more text formatting options within card titles, like bold, italic, or underline—Roselle P. 
4. The only thing which I don’t like about trello is that it dont let me delete cards once made—Pallavi G.

8. Notion

Notion is an all-in-one workspace that combines project management, note-taking, and collaboration tools. While it doesn’t have a dedicated client portal, it allows you to invite clients and customize their project access. 

Freelancers and agencies love Notion for its no-code flexibility, offering features like templates, Gantt charts, and Kanban boards. With Notion, you can easily manage projects, share updates, and engage with clients visually and intuitively, all from a single central dashboard. 

Notion Features

Features that you will have with Notion are—

• View projects as a timeline for a bird’s eye view
• Capture every detail in a table
• Visualize progress with charts
• Choose the exact info you want to track

Pros and Cons

✅ Pros	❌ Cons
Very easy to use	Steep learning curve for new users
All-in-one flexible workspace	Limited features and templates
Built-in AI assistance	Complex database setup
Intuitive and well-organized	Lacks recording capabilities
Seamless tool integrations	Not intuitive without guidance

Pricing

Free – $0 (Unlimited members, 1000 block storage)
Personal – $4/member/month (billed annually)
Team – $8/member/month (billed annually)
Enterprise – $20/member/month (billed annually)

Customer Reviews

Here are some customer reviews of Notion from various platforms—

1. LOVE how I can see all my tasks + details, and meetings + agendas on one page in Notion—Tem.
2. Excellent for tracking activities in multidisciplinary work groups—Jose R.
3. Notion’s data export options are limited—Oksana M.
4. While Notion is powerful, it can be overwhelming for new users due to its steep learning curve—Miguel P.

9. Dubsado

Overview

Dubsado offers a seamless client portal that keeps everything organized and easily accessible for your clients. They can view contracts, make invoice payments, and complete important forms in one place. 

With Dubsado, you can be confident that your client interactions are professional and secure. The platform offers customizable branding and secure logins, ensuring a streamlined experience for your clients.

Dubsado simplifies project management and client communication, giving you peace of mind.

💡 Check out HoneyBook vs Dubsado: Which One is Best for Your Agency?

Dubsado Client Portal Features

Features that you will have with Dubsado Client Portal are—

• Impress new inquiries
• Protect client information
• Customizable, as usual
• Organized & connected with clients

Pricing

• Starter: ~$20/month
• Premier: ~$40/month

Pros and Cons

Pros	Cons
Highly customizable workflows	Steeper learning curve
Powerful automation capabilities	UI can feel complex
Strong forms and data collection	Setup takes time
Flexible client management system

Customer Reviews

Here are some customer reviews of Dubsado from various platforms—

1. Great Great Customer Service. Features May Require Workarounds—Michelle R. 
2. Dubsado tried to charge my client 100 more than what I issued invoice—Haruka K.
3. Better Than Most CRM Out There—Dr. Omotola t.
4. The worst part about Dubsado is that it is not an easy system to move from or to download all your client information from easily—Photographer

⚡️Read also: How to Create a client Portal in 4 Easy Steps

How I Picked the Best Project Management Software With a Client Portal 

Most of the software I used personally and then came to this declaration. However, many had no free plan or tier, so I had to check out the demos and other criteria. 

So, overall, while selecting the best project management software with a client portal, I checked some particular features and solutions and the knowledge areas of project management. The features and solutions can actually determine the best tool. 

Here, I’ve outlined the features and solutions I prioritized in my evaluation, and the reasons behind these choices. This should provide you with a clear understanding of the criteria I used and how it can help you in your selection process.

User Interface (UI)

In short, the User Interface (UI) is the visual design of a digital product. If you or your client aren’t tech experts, navigating a complex interface can be confusing and frustrating.

That’s why I prioritized tools with an intuitive and easy-to-navigate UI. 

The client-facing dashboard is key for clients to interact efficiently with the project. I chose software that lets clients easily provide feedback, approve tasks, and exchange files—without a steep learning curve. 

User Experience (UX)

User experience (UX) is a design process that makes the design responsive and relevant to the users. 

I consider UX while selecting the best project management software with a client portal. Because UX can ensure your dashboard and client portals are responsive and relevant. If the links from your dashboard or client portal are not responsive or irrelevant, your client might feel frustrated or uncertain about working with you.

So, that’s why having a strong UX is essential for managing projects effectively with client portals.

Integrations

While managing a project and collaborating with a client, we often need multiple tools. Many project management software companies aim to bring all solutions into one platform. However, many still rely on the power of integration.

Integration is a process of connecting multiple tools into one place to get the task done from a single dashboard. 

For example, if your project management software doesn’t have a built-in payment option, it should allow you to integrate with a payment gateway to process payments directly within the platform. 

Likewise, we need many such tools to manage a project smoothly. Without integrations, you might manage your project like you’re working in Google Sheets—disconnected and inefficient.

Meet OneSuite, provide direct integrations with multiple tools, including public API, to connect with any tool required for your project.

Modern teams rely on a variety of tools to keep projects moving. I ensured the software I chose integrated smoothly with popular apps like communication tools, file-sharing platforms, and CRMs. I also checked whether it offers API access or pre-built integrations through services like Zapier for added versatility. 

OneSuite, for example, provides direct integrations with multiple tools, including public APIs, so you can connect with any resource you need. 

Pricing

Cost is a major factor when purchasing online software. Due to the lack of research and knowledge, we often waste our money on the wrong tool.

Project management software can be expensive, especially with yearly subscriptions or lifetime access, so knowing where to invest is important.

When selecting the best project management tool with a client portal, I took into account all factors, including pricing. It’s not just about the money, but about getting the most value for your investment. 

I looked for tools that offer clear, transparent pricing and scalable plans that grow with your business. This ensures that whether you’re a small company or rapidly expanding, the tool can adjust to your needs without becoming a financial burden.

Now, it’s your turn to think about your budget and requirements to find the right fit.

Reviews

Lastly, I reviewed customer reviews for each project management tool on platforms like G2 and Capterra. 

Every software has its benefits and difficulties, but consistent feedback and quick issue resolution helped me determine which ones offer the best customer support.

To ensure a smooth client experience, I carefully evaluated the support for real-time collaboration and secure file sharing in each client portal. The presence of robust security features was key in selecting the best tools, providing a sense of security and peace of mind.

Other Options You May Consider

There are many other options available that offer client portals too. These are, 

1. Client Portal
2. OneHub
3. Microsoft Teams
4. OneDesk
5. Wrike
6. Productive
7. Teamwork
8. Easy Projects
9. Ravetree
10. Workflow Max
11. Clinked
12. FreshDesk
13. Accelo
14. Smartsheet

FAQs on Project Management Software With Client Portal

Be Smart With OneSuite Client Portal

Effective project management and clear communication are key to success. Project management software with client portals simplifies these tasks, offering real-time updates, secure file sharing, and seamless collaboration.

Out of the top 9 options, OneSuite stands out for its powerful features, integrations, and value. Give OneSuite a try today and make smarter decisions with your project management and client management.