CRM Landscape / Client Portal CRM

Client Portal CRM

CRMs that offer this capability out of the box.

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Assembly logo

Assembly

assembly.com

Assembly is an all-in-one client portal and CRM for agencies and service businesses, combining proposals, onboarding, project delivery, and client communication.

Assembly is perfect for you if:

You're an agency that wants proposals, client portals, and project delivery combined with your CRM in one client-facing tool.

Why Choose Assembly?

  • Client Portal
  • All-in-One Platform

Best Fit Industries

Agencies, Services, Consulting, Coaching, Legal, Real Estate

Core CRM Features

Sales

Sales Pipeline CPQ (Configure Price Quote) Recurring Products

Communication

Email Inbox Live Chat

Marketing

Contact Forms

Automation

Automation

Productivity

Contact Management Project Management Client Portal Proposal Management Scheduling Task Management Document Generation Mobile App Custom Objects Lists Permissions

Analytics

Reporting AI Assistant MCP Connector

Finance

Invoicing Payment Processing Retainers Estimates

Suitable Team Sizes

1-10, 11-50

Bonsai logo

Bonsai

hellobonsai.com

Bonsai is perfect for you if:

You're a freelancer or small agency that wants CRM, proposals, contracts, invoicing, and time tracking bundled into one client-facing platform.

Special Offers

  • Free 14-day trial

Why Choose Bonsai?

  • All in one platform
  • Invoicing
  • Client Portal
  • Time Tracking
  • Contracts & e-Signatures

Best Fit Industries

Agencies, Services, Consulting, Coaching, Legal

Core CRM Features

Sales

Sales Pipeline

Marketing

Contact Forms

Automation

Automation

Productivity

Contact Management Scheduling Task Management Project Management Mobile App Client Portal Proposal Management Document Generation Chrome Extension Permissions

Analytics

Reporting AI Assistant

Finance

Retainers Estimates Invoicing Payment Processing Time Tracking

Suitable Team Sizes

1-10, 11-50, 100+

SuiteDash logo

SuiteDash

suitedash.com

SuiteDash is a white-label business management platform that combines CRM, client portals, invoicing, project management, and automation for agencies and consultants.

SuiteDash is perfect for you if:

You want a white-labeled, all-in-one business platform with unlimited users covering CRM, client portals, and invoicing.

Why Choose SuiteDash?

  • White Label Client Portal
  • All-in-One Platform
  • Unlimited Users

Best Fit Industries

Agencies, Services, Consulting, Coaching, Construction, Education, Legal

Core CRM Features

Sales

Sales Pipeline CPQ (Configure Price Quote) Recurring Products

Communication

Email Inbox Texting Live Chat

Marketing

Email Marketing Contact Forms Landing Pages

Automation

Automation Chat Bot

Productivity

Contact Management Project Management Client Portal Proposal Management Scheduling Task Management Document Generation Mobile App Custom Objects Lists Permissions

Analytics

Reporting Advanced Reporting AI Assistant

Finance

Invoicing Payment Processing Retainers Estimates Time Tracking

Support

Helpdesk Knowledge Base

Suitable Team Sizes

1-10, 11-50, 51-100, 100+

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