Managing client interactions doesn’t have to be expensive. A free client portal software can save the day and manage tasks like onboarding, communication, and task management.
What’s even better is when these tools offer white-label options, giving your clients a branded experience that boosts trust and professionalism.
To help you find the right fit, we’ve put together a list of the top free client portal software available. Each option combines ease of use, security, and collaboration tools—all while keeping your costs low.
Quick List of The Top Free Client Portal Software
- Agency Handy: Best client portal to create services, onboard clients, organize tasks, and send invoices—all in one place.
- SuiteDash: Ideal for businesses seeking a platform with client portals, CRM, invoicing, and automation.
- Clinked: Perfect for agencies requiring secure file sharing and audit trails with a branded experience.
- Copilot: Best for growing agencies wanting a customizable client portal with automation and integration capabilities.
- SuperOkay: Best for creative agencies and freelancers needing quick client onboarding and branding flexibility.
- Ahsuite: Suitable for agencies looking to embed external tools and provide secure, customizable client portals.
- Softr: A no-code platform to build custom portals with complex workflows.
- Aligned: Best for sales-driven organizations focused on collaborative client interactions and detailed buyer analytics.
Top 8 Free Client Portal Software: Quick Comparison Table
We picked the best client portal software for small business and agencies by considering the value offered at a budget price. Here’s a quick look at the chosen tools:
| Platform | Invoice | Multi-Service Catalog | Subscriptions | Order Management | Productized One-Offs |
| Agency Handy | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| SuiteDash | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Clinked | ❌ | ❌ | ❌ | ❌ | ❌ |
| Copilot | ✔️ | ❌ | ✔️ | ❌ | ✔️ |
| SuperOkay | ❌ | ✔️ | ❌ | ❌ | ✔️ |
| Ahsuite | ❌ | ❌ | ❌ | ❌ | ❌ |
| Softr | ✔️ | ❌ | ✔️ | ❌ | ❌ |
| Aligned | ❌ | ❌ | ❌ | ❌ | ❌ |
Top 4 Client Portal Softwares With Free Trial
Even though these software don’t have a free version, the trial period gives you access to the best features. You’ll also get the time to check the platform thoroughly before making an investment. Here are our top choices:
| Pricing Tier | Agency Handy | SuiteDash | Clinked | Copilot |
| Free Trial Period | 7 days | 14 days | 10 days | 14 days |
| Tier 1 Pricing (Monthly/Annual) | $69 / $49 | $19 / $15 | $119 / $95 | $39 per user / $29 per user |
| Tier 2 Pricing (Monthly/Annual) | $149 / $99 | $49 / $40 | $299 / $239 | $89 per user / $69 per user |
| Tier 3 Pricing (Monthly/Annual) | $199 / $149 | $99 / $80 | $599 / $479 | $139 per user / $119 per user |
| Tier 4 Pricing (Monthly/Annual) | Custom pricing | – | Custom pricing | Custom pricing |
1. Agency Handy
Agency Handy is a powerful client portal that makes it easy to manage services, track orders, and deliver a fully branded experience.
The multi-service catalog is a standout feature, allowing you to showcase your services in customizable tiers. You can present different packages, add-ons, and pricing options, all tailored to client needs. This helps you present your services professionally and drive more client interest.
The platform’s white-labeling features are simple to set up. You can personalize the entire client portal with your brand’s colors, from the sidebar to hover effects and text.
Agency Handy also includes customizable intake forms for collecting client information during onboarding. What sets it apart is its order forms, which allow you to sell one-time services, subscriptions, add-ons, and upsell offers.
Clients can even make payments directly through the form, simplifying the process.
Agency Handy also helps you draft detailed proposals, complete with terms, conditions, and attachments of up to 1 GB, making it easy to share large files.
Beyond onboarding, it functions as a full order management system. You can assign tasks, track project progress with Kanban boards, and monitor order statuses in real-time.
Additionally, the built-in ticketing system ensures you can address client issues quickly. You can assign tickets to team members, track progress, set priorities, and update clients in real time. This feature helps you maintain smooth communication and offer excellent client support.
Overall, Agency Handy is perfect for agencies offering multiple services and onboarding clients. It offers extensive customization, a strong order management system, and ensures no task falls through the cracks.
Key Features of Agency Handy
Agency Handy simplifies client management for agencies and small businesses with a range of powerful features:
White-Label Customization
Agency Handy allows you to create a fully white label experience through a white-label client portal. You can customize every element of the portal, including the logo, colors, and URL. Emails sent to clients, including notifications, proposals, and invoices, can all be customized to reflect your brand’s voice and aesthetic.
You also have control over the visual aspects of the client portal, such as adjusting the sidebar, hover colors, and text, providing a seamless, branded interaction for your clients from the moment they log in.
Read More: What is White Labeling?
Multi-Service Catalog
Agency Handy’s multi-service catalog allows agencies to create and display a variety of service packages, tailored to different client needs.
You can easily present multiple tiers, offer add-ons, and highlight pricing options, giving potential clients a clear understanding of what’s available.
This feature helps agencies showcase their offerings in a professional, organized manner, increasing client engagement and conversions.
Customizable Forms
Agency Handy lets you create intake forms and order forms. With intake forms, agencies can gather comprehensive client information before a project begins, ensuring clarity and alignment.
These forms enable the collection of essential details such as project objectives, timelines, files for reference and budget preferences.
Order forms also capture vital client details, manage service selections, and collect payments. They support multiple service tiers, custom fields, and self-checkout, streamlining the entire order process.
Order and Task Management
With Kanban boards, you can easily visualize tasks, assign them to specific team members, and set deadlines. The platform allows for real-time tracking of task progress, making it easy to spot bottlenecks and take corrective action.
You can break down large orders into manageable tasks, set priorities, and ensure that nothing slips through the cracks.
Client Management
Agency Handy simplifies client management by centralizing all client profiles in one place. You can store essential client details, track communication history, and monitor project progress directly from their profiles.
The platform also allows you to view order history, manage ongoing tasks, and easily access billing information for each client. With real-time updates, you always have the latest data, ensuring smooth client interactions and better service delivery.
Client and Team Collaboration
Agency Handy makes collaboration easy with shared task lists, real-time updates, and built-in communication tools. Your team can exchange files, leave feedback on tasks, and communicate directly within the platform.
Clients can also join the process, review project progress, and give approvals seamlessly. This approach keeps everyone aligned and ensures projects move forward smoothly.
Integrated Ticketing System
Agency Handy’s ticketing system helps agencies manage client issues efficiently by assigning tickets to team members based on their expertise. You can set priorities, deadlines, and track progress in real time.
Each ticket includes a communication log where clients and team members can share updates or attach important files, ensuring clear and organized issue resolution.
Billing and Subscriptions
Once a client buys a service through an order form, the platform automatically creates an invoice for that order. You can customize invoices for both one-time and subscription services.
You can set automatic payment reminders, sending notifications to clients if payments are overdue, every 3, 5, or 7 days. This helps you stay on top of payments without manual follow-ups.
And get paid in PayPal, Stripe, Wise, and manual banking.
Secure Access and Data Management
You can assign specific permissions to team members based on their roles —Super Admin, Admin, Manager, or Assignee. This allows each person the appropriate access level for their tasks.
The platform also uses secure encryption to protect data, safeguarding both client and project information.
Reporting and Analytics
Agency Handy offers detailed reporting and analytics tools to track various performance metrics. You can monitor project completion rates, task timelines, and team productivity, as well as client satisfaction and financial health.
These insights are visually displayed through charts and dashboards, helping you make data-driven decisions to optimize business performance.
Pros of Agency Handy:
- Fast load times offers seamless user experience
- Multi-service catalog allows personalized service offerings
- Access control keeps client information secure
- Generous 20 TB Storage Space
- Professional invoice templates are available
- Supports over 100 currencies for payments
Agency Handy Trial Period:
You can enjoy a 7-day free trial with full access to all features for unlimited users and clients. Once the trial period ends, you’ll have the option to select our standard package or reach out to our sales team to explore additional options.
Agency Handy Pricing:
Agency Handy offers 3 tier pricing plans suitable for businesses of different sizes. Here are the details:
| Pricing Tier | Monthly Price | Annual Price | Users | Features |
| Solopreneur | $69 | $49 | 3 | Unlimited ClientsCustom BrandingTask ManagementCustomizable Invoicing TemplatesNotes, Client & Internal Team ConversationsClient Approval |
| Teams | $149 | $99 | 10 | |
| Pro | $199 | $149 | 30 |
What Do People Say About Agency Handy?
Rating on Capterra: 5 out of 5
“Agency Handy is an all-in-one solution that has streamlined our operations, improved client satisfaction, and boosted team productivity.” – Priyanka P.
Rating on G2: 5 out of 5
“It helps me sell my services with ease. Also, you can collaborate with your team in serving your customers within the platform.” – Franklin N.
Rating on Product Hunt: 5 out of 5
“If you are handling multiple clients or an agency, try it out. One of the best solutions to manage everything in one place.” – KH Sayed
Rating on Trustpilot: 3.8 out of 5
“I am extremely satisfied with Agency Handy. It has streamlined our client management process and has become an essential tool for our business operations.” – Vikas Patil
Why Choose Agency Handy As Your Agency’s Client Portal Software?
Agency Handy tackles the typical challenges agencies encounter by offering features that enhance efficiency and simplify workflows. Here’s how it caters to critical agency requirements:
| Desires in a Client Portal | How Agency Handy Fulfills Them |
| Custom Branding & White Labeling | Full white-labeling with branded URLs, logos, and colors for a seamless brand experience. |
| Easy-to-Use Interface | Simple dashboard for easy task management by clients and teams. |
| Service Catalog | Display multi-service packages and pricing for clear client selection. |
| Centralized Communication | Real-time messaging and feedback for efficient collaboration. |
| Custom Forms | Customizable forms to gather client info for onboarding and services. |
| Secure Access & Data Protection | 256-bit encryption and role-based controls for secure data management. |
| File Sharing & Storage | Centralized, secure file storage with 1TB space and 1GB attachments. |
| Task Management | Kanban boards for task tracking and assignment. |
| Automated Billing & Payments | Automated invoicing and payments via Stripe, PayPal, Wise and baking. |
2. SuiteDash
SuiteDash is a comprehensive business management tool that combines several functions into one platform, helping you replace many of your existing tools. It offers features for both client and internal user dashboards, including CRM, billing, project management, email marketing, and even a learning management system (LMS).
The CRM system allows you to easily organize contacts into groups, making it simple to track communication and send messages to multiple clients at once. For billing, SuiteDash integrates with payment gateways like Stripe and PayPal, letting you create invoices and manage payments without hassle.
You can also handle email marketing directly from the platform, eliminating the need for separate software to build and manage campaigns.
While SuiteDash offers a lot of powerful tools, setting it up can be complex. It has a steep learning curve, and building a system that works for your specific needs might take some time. In some cases, you may even need to bring in a tech expert for assistance.
Client onboarding in SuiteDash is more complex compared to Agency Handy. SuiteDash requires configuring workflows and permissions, while Agency Handy simplifies the process, giving clients immediate access to their project dashboard after providing basic information—no additional setup needed.
If you want a straightforward solution that’s easy to start with, SuiteDash might feel overwhelming. But if you need a customizable system that can manage your entire workflow, SuiteDash could be the right tool for you.
Further Read: SuiteDash Review
Key Features of SuiteDash:
SuiteDash offers a variety of features that cater to different aspects of business management, making it an all-in-one platform. Here are the standout features:
Integrated CRM and Client Management
SuiteDash’s built-in CRM seamlessly integrates with the client portal, enabling you to manage all client interactions, files, and project progress from a single, easy-to-navigate platform.
Advanced Project Management Tools
Organize and oversee projects efficiently with tools that allow task assignment, progress tracking, and deadline management, all in one dashboard.
Invoicing and Payment Processing
Simplify your financial operations by generating invoices, managing subscriptions, and integrating with payment gateways such as PayPal and Stripe for seamless transactions.
Dynamic Automation and Workflow Creation
SuiteDash allows reducing manual tasks by automating workflows using SuiteDash’s Dynamic Logic Engine and pre-set Auto Templates.
E-Signature Integration
SuiteDash makes handling documents easier with its built-in e-signature feature. Clients can review and sign contracts right on the platform, so you don’t need extra software. This speeds up approvals and keeps everything in one place.
White Labeling for a Branded Experience
With SuiteDash, you can fully customize client-facing elements, including your client portals’ colors, logos, and dashboard layouts. You can also set up personalized email notifications that reflect your branding, and configure invoices with custom branding and payment options.
Learning Management System (LMS)
Manage onboarding and training programs through SuiteDash’s LMS, allowing you to create courses, training manuals, and educational content for team members and clients.
SuiteDash Trial Period:
With SuiteDash you get a 14-day trial period of the highest tiered plan (Pinnacle) to get the full experience the platform can offer.
Pros of SuiteDash:
- Custom forms can be embedded to client portal for easy data collection
- Two-factor authentication available for secure logins
- Generous storage space of up to 2 TB
- Unlimited portals, internal members, and client contacts in all packages
- Affordable plans offering great value for money
Cons of SuiteDash:
- Time-consuming setup process
- Occasional slow load times
SuiteDash Pricing:
SuiteDash provides a lifetime plan that is a valuable investment, especially if your team can make the most of its vast array of features. Here are the plans to choose from:
| Plan | Monthly Pricing | Annual Pricing | Lifetime Pricing | Features |
| Start | $19 | $15 | $2240 | Unlimited usersbranded workspacebasic project management100GB storageCRMwhite-labeling |
| Thrive | $49 | $40 | $3,940 | Everything in STARTautoresponder drip marketingdynamic proposals500GB storageclient live chat |
| Pinnacle | $99 | $80 | $6,840 | Everything in THRIVEtask dependenciesflow automationLMS2TB storagesupport tickets |
Further Read: SuiteDash Pricing
What Do People Say About SuiteDash?
Rate on G2: 5 out of 5
“The perfect tool for business owners”
What do you like best about SuiteDash?
SuiteDash is a turn-key solution for business owners who are serious about their business. I’ve had SuiteDash for over 4-years and it just keeps getting better. I still haven’t exhauted all of the features. What is even better is they are continually adding new features and responding to requests. The training on the platform is outstanding. My favorite thing about SuiteDash is that it is clearly created by people who run a business. I love the fact that they use the platform to sell the platform and provide support. I am a HUGE fan!
What do you dislike about SuiteDash?
I honestly cannot think of anything that I don’t like. After 4 years of using SuiteDash I am completely satisfied. Anytime that I have needed help or guidance that I couldn’t find in their academy, I was able to get an answer quickly.
What problems is SuiteDash solving and how is that benefiting you?
SuiteDash has enabled me to save money by having all of the tools that I need in one place. This has also saved me time by having everything integrated in one place.” – Anthony L.
3. Clink
FAQs
How do you create a customer portal for free?
You can create a free customer portal using tools like SuperOkay, Ahsuite, and Softr, which offer free plans. These platforms provide essential features like file sharing, task management, and communication tools, making it easy to set up a client portal at no cost.
Is there a chat function in SuperOkay?
SuperOkay doesn’t have a traditional chat function but allows communication through comments within documents. You can also send status updates or notes to clients via documents and create Action Items to ensure tasks are completed efficiently.
Can I use client portals for multiple clients?
Yes, most client portal platforms allow multiple client access. Free plans restrict the number of clients you can invite but Aligned offers unlimited invites. With paid plans, you typically get unlimited client portals.
Can I customize my client portal?
Yes, most client portals offer custom logos, colors, and even custom domains. This ensures your portal aligns with your brand, creating a professional and cohesive client experience. With Agency Handy, for example, you can fully customize everything from the URL to the interface, making it feel like an extension of your agency while enhancing client trust and engagement.
