A client portal is an online application that allows you to manage multiple clients’ information, activity, reports, and much more from a single dashboard.
You can quickly check things out and make your system much more structured with the help of Client Portal WordPress Plugins.
These plugins offer you an online dashboard where you can manage several clients’ information and generate a unique link for each client’s credential. As a result, they can also keep track of and manage their tasks.
1. WP-Client — Customer Portal WordPress Plugin
WP-Client is a powerful client portal WordPress plugin on our list for managing and monitoring your work progress. It’s also totally compatible with the most recent version of WordPress. You can easily manage client permissions, such as what they can and cannot do.
Features:
- Fully Customizable: manage permissions, create templates, and edit the design, emails, colours, layouts, logins,etc.
- Online Payment Compatible: Send estimate & invoice, customers can pay and view online.
- Highly Secure: All components & files are only accessible by both the customer and the administrator, fully protected system.
- File Sharing: It offers you an advanced feature like file sharing, that lets you share downloadable files with the clients.
Price:
It comes with four premium plans, you can pick any of them which fulfills your requirements:
- Basic – $59
- Plus – $119
- Developer – $199
- White Label – $349
2. SuitDash– Client Portal Plugin
This client portal includes a quick and easy-to-use dashboard that allows you to manage project details for several clients. It includes a number of features that let you to manage clients simply.
Features:
- Time Tracking & Billing.
- Cloud-Based Proposals.
- Estimates & Invoicing.
- Contracts & eSigning.
- Custom Embeddable Forms.
- Email & Drip Marketing.
- Real Time Team Chat.
- Client Portal Software.
- Advanced File Exchange.
- CRM / Client Management.
- Custom Client On-Boarding.
- Appointment Scheduling.
- Project Management.
Price:
SuiteDash provides 3 premium plans:
- START: $180/Year
- THRIVE: $480/Year
- PINNACLE: $960/Year
3. CRMJetty — Client Dashboard WordPress Plugin
This client portal includes a quick and easy-to-use dashboard that allows you to manage project details for many clients, such as project analytics and contact details. You can also easily add the CRMjetty client interface into your pre-built WordPress site.
Features:
- Customer Chat Support.
- Track business process.
- Generate Bulk Credential.
- Retina ready user interface(UI).
Price:
For pricing, you can visit CRMJetty main website.
Conclusion:
If you’re a business owner who enjoys working with a variety of clients. Managing all of their operating aspects manually is definitely a time-consuming chore.
A client portal can assist you bridge the gap between administration and clients in this way. To be more particular, you’ll need an online place for client-admin interaction as well as the management of crucial projects, clients, and other facts.
Hope this article helps you to find the best Client Portal WordPress Plugins for you.
If you have any suggestion, feel free to drop in the below comment section or mail at myinfoadda1@gmail.com
You May Also Like:
Free & Premium Blogging WordPress Themes
Best Email Marketing Software for eCommerce
