Top Zapa Client Portal Alternatives

Zoho CRM

zoho.com

Run your entire business with Zoho's suite of online productivity tools and SaaS applications. Over 50 million users trust us worldwide.Try our Forever Free Plan!

FuseBase

nimbusweb.me

FuseBase (formerly Nimbus) is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline workflow and deliver outstanding customer experiences with client portals. This platform empowers professional services with hundreds of advanced yet intuitive features for real-time collaboration, project and information management, and even content creation. Offer services under your brand and deliver exceptional, personalized customer experiences with white-labeled client portals that centralize communication, project progress tracking, and knowledge management. Use the innovative drag-and-drop document builder to craft interactive super-documents with any file formats and embeds from 2000+ supported integrations. Try Kanban boards, project tracking tools, real-time editing, and more features in FuseBase (formerly Nimbus) team workspaces for productive collaboration. Optimize daily operations with the advanced FuseBase (formerly Nimbus) AI assistant, automate tasks like content creation and translation, get insights to make data-driven decisions, and free time for scaling the business.

Softr Studio

softr.io

Softr.io lets you create client portals and internal tools for your business in minutes, without code. It works with Airtable and Google Sheets. Join more than 90,000 teams building portals for their clients or partners, employee intranets, project management tools, dashboards, CRMs, and many more.

Flowlu

flowlu.com

Flowlu is an all-in-one business operating platform that contains all essential tools for project, task, finance and customer management. Flowlu provides you with a profound overview of everything that is going on in your company. You can track every part of your business, from time spent by your team and their workload to overall costs, and customer invoices.

Dropbox DocSend

docsend.com

Dropbox DocSend helps business professionals like you to securely share and control the content that drives your business forward. Dropbox DocSend's powerful link-based system makes it easy to set security preferences for each stakeholder, receive notifications each time someone views your file, analyze content performance on a page-by-page basis, and create modern virtual deal rooms. Join over 34,000 companies that rely on Dropbox DocSend to share and manage sensitive information.

Sync

sync.com

Sync is a file storage, sharing, and collaboration platform that keeps you safe, secure and connected in the cloud. Since 2011, Sync.com has been on a mission to provide a safe space for the world to collaborate. Today, over one million businesses of all sizes use Sync’s award-winning cloud apps and ground-breaking privacy protection features to share big ideas, store important information and collaborate on game-changing projects.

SuiteDash

suitedash.com

More than just Client Portal Software, SuiteDash is a fully integrated cloud-based platform that will completely satisfy the software needs of most small to medium-sized businesses. Unfortunately, many business owners have become incredibly frustrated with software because they've spent far too much time & money trying to learn multiple systems, and then get those multiple systems to work together. SuiteDash solves this problem by combining the most commonly used business tools into one.

Copilot

copilot.com

Copilot’s product suite gives business an all-in-one solution for client communication, payments, file-sharing, contracts, forms, help desks, and more. Additionally, Copilot enables businesses to offer their clients a unified experience with a branded client portal. Today, hundreds of tech-enabled service businesses operating across technology, marketing, financial services, and other industries run on Copilot. Copilot was founded in 2020, raised a $10M Series A in 2022, and is headquartered in New York City.

Moxo

moxo.com

Streamline external projects with customers, vendors, and partners. With Moxo, accelerate workflows from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more. Moxo powers project workspaces across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more. Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

Accelo

accelo.com

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

Stackfield

stackfield.com

Stackfield is an All-in-One Collaboration Tool from Germany with all the features teams need to work together: Task and project management, video conferencing, team chat, collaborative work on documents and more. Stackfield is not only DSGVO compliant, but meets the highest privacy and data security standards. All data is stored in Germany, access outside the EU is not possible. In addition, Stackfield is the only provider that protects all project management and entire workflows with end-to-end encryption. Thus, no one can see the contents of chat messages, tasks or files - not even the employees of Stackfield. Over 10,000 companies use the All-in-One Collaboration Tool to manage their projects, communicate better as a team, and achieve their goals.

SuperOkay

superokay.com

SuperOkay gives you a unified easy-to-use interface to share all your links and documents with your clients and partners.

ShareFile

sharefile.com

Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. * Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. * Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. * Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. * Secure FTP site alternative: No software installations - for you or your clients.

Dock

dock.us

Dock is the revenue enablement platform that customers love. What you get with Dock: Buyer & Customer Workspaces Sales Content Library Order Forms w/ e-Signature Security Profiles w/ NDA Dock makes it easy to set up digital sales rooms, onboarding plans, client portals and project hubs. Learn more at dock.us

vcita

vcita.com

vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.

Onehub

onehub.com

Onehub is the secure file storage and sharing service built for businesses of any size. Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence. Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing. Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal. Onehub’s virtual data rooms give your most important deals the security and privacy you require.

Planhat

planhat.com

Planhat is a customer platform built to give insights, manage workflow and drive customer experience. Planhat is helping hundreds of modern technology companies worldwide center their business around their customers in order to maximize customer success and customer lifetime value. Built for everyone from the CSM to the C-Suite, the platform allows you to unify your customer data, to set goals and ideal outcomes, and to enhance the customer journey with features like playbooks, automation and collaboration. The company was founded in Stockholm, Sweden in 2014 and has a team of 100+ people across Europe, North America, South America, and APAC. Read more at www.planhat.com.

Recapped

recapped.io

Recapped enables teams to collaborate directly with their clients through the last mile of sales, including pilot management and onboarding. Upload relevant content for clients to engage, assign next steps for clients with due dates (and automatic reminders), and ensure everyone finally stays on the same page.

RMail

rmail.com

RPost is a global leader in e-signature and cybersecurity services, specializing in email encryption for privacy and compliance, e-signature automation, legal e-delivery proof, document rights management, and AI-infused services to prevent data leaks and human e-security errors. RPost’s AI-infused RMail e-security, RSign e-signature, and Registered Email e-compliance platforms have had more than 50 patents granted on their core technologies, having received international awards and accolades including the World Mail Award for Best in Security, Initiative Mittelstand Best Innovation in IT Award in Germany, and APCC Top Choice for GDPR Email Data Privacy Compliance. More than 25 million users have enjoyed RPost’s track, prove, encrypt, e-sign, certify, share, and protect services for more than a decade in more than 100 countries. RPost's largest customers are some of the world’s most respected brands across industry and geography. RPost's mission is to help our customers worldwide communicate and transact electronically in the most secure, compliant, and productive ways possible and to continuously innovate our products to support their evolving needs.

GuideCX

guidecx.com

GUIDEcx is the world's leading Client Onboarding solution that creates a seamless transition between your sales and implementation process. With over five years and 300,000 successful onboarding projects completed, we know how to leverage our wisdom to deliver consistent Customer Onboarding experiences. Our process is designed to drive engagement, increase efficiency, and expand capacity without sacrificing quality of service. Easy to integrate into your existing CRM, GUIDEcx has custom templates, different customer views for each role, purpose-built integrations, and robust reporting. We don't just move your process to our software, our Professional Services team and Guide University resources are here to Guide and support you through every step of the process to accelerate time to value and maximize your onboarding team productivity. Reach out today to and we can help you bring your Customer Onboarding experience to new heights.

MangoApps

mangoapps.com

Engage, excite, and connect your entire company! MangoApps is a unified employee experience platform combining intranet, training, teamwork, and content management into a dashboard and workspace. Our user-friendly, infinitely customizable approach fits into how your company already does business, creating a single digital hub that bridges the gap between your desk and frontline workers. Employees can find all the company information they need, alongside their communication and collaboration tools, in a customizable widget-based dashboard that serves as a single source of truth. Our product works for teams of all sizes across various industries and has all the security features needed to deploy at an enterprise scale. MangoApps' interface is based on modern social media, with threads, comments, emoji reactions, and team and project groups. As such, our customers’ employees find it immediately intuitive and user-friendly. Furthermore, housing all these tools and integrations with most other enterprise and corporate tools saves time and frustration. White-labeled with your company’s branding, your team might not even realize that MangoApps is an external tool—it feels like a natural part of their day and workflow. Too many organizations today rely on outdated intranet and communication tools, losing time and information to the black hole that is the email inbox. MangoApps gives you the unique opportunity to connect all of your teams, from frontline workers to corporate offices, into one central hub that keeps them all in the loop and at the top of their game.

Shape Software

setshape.com

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape Software provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape today.

Liscio

liscio.me

Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

Aligned

alignedup.com

Sales teams - put simply, ALIGNED is a digital sales room–a collaboration platform for your team and your buyers. It allows you to orchestrate complex deals, increase buyer engagement, and shorten time to value. How? Aligned streamlines all of your customer communication, content, processes, and tools into one personalized customer workspace (Yes, really). No more chasing over emails week after week - it’s just one link, leading to one digital room, rules them all. You also get access to never-before-seen insights by uncovering blind spots in the customer journey–ultimately helping you gain more control, engage all stakeholders, improve efficiency, and…close more deals, faster. Our tool is beautiful, simple to use and has a free trial, no credit card or trial period - sign up for Aligned today and see for yourself.

Workiro

workiro.com

A next-generation app that uniquely combines task, communication and document management capabilities, including e-signature - helping you get any work done, with anyone, in a better way.

Service Provider Pro

spp.co

SPP.co is a client management and billing software made for growing agencies. Get happier clients with a white-labeled Client Portal. Scale up your team with role-based permission controls. Finally, you can have your projects, clients, and billing all under one roof.

ContractZen

contractzen.com

ContractZen is an easy-to-use and secure governance software with pricing suitable for any organization and consisting of advanced contract management, 100% paperless board meetings management, effortless entity management, seamlessly integrated e-signature providers, and built-in virtual data rooms (VDR) - all in one. Bringing modern governance for millions of SMBs and non-profits around the world, ContractZen’s mission is to help organizations be due diligence ready every day. We bring peace of mind to executives, investors, and boards. That’s why our name is ContractZen.

Ansarada

ansarada.com

Ansarada delivers secure, purpose-built software solutions for managing critical projects like M&A, capital raising, restructures, and infrastructure procurement. Our secure virtual data room is industry-leading, with advanced AI insights and automation, next-level Q&A and collaboration, plus purpose-built, digital, customisable workflows and checklists for M&A, capital raising, business audits, tenders and other high-stakes outcomes. Ansarada's mission is to raise and protect every company’s potential. We do this by offering free trials of our Virtual Data Room, 24/7 localised expert support around the work, integrated Q&A via email, AI-assisted deal prediction, plus easy drag-and-drop upload and superior document security controls. Our deal software draws on insights from over 35,000 transactions to deliver stronger business outcomes, based on best practices. More than just a virtual data room, Ansarada is a tool for end-to-end deal management, allowing always-on deal activity and secure file sharing. With over 15 years of experience, Ansarada’s software has a sophisticated simplicity that reduces transaction timelines and costs. Used by companies, governments and advisors in 180 countries worldwide, Ansarada makes it easier for dealmakers and business leaders to focus on driving successful results, in less time, achieving optimal transaction value.

Alternative Payments

alternativepayments.io

Alternative Payments is a full-service B2B payments platform that simplifies and automates payments for you and your customers. Offer your customers a white-labeled and secure platform to pay invoices with numerous payment methods (ACH, credit cards, and Pay in Installments). Integrate with leading accounting and PSA software solutions to sync invoices and make auto-reconciliation a breeze. Enable automations like auto-pay and automated email reminders to save you time and collect invoices faster, and unlock data insights to give you complete visibility on payments and better predict cash flow. All in one platform.

Zendo

getzendo.io

Zendo is an all-in-one software for streamlining selling services, from custom, and productized to subscriptions. It helps entrepreneurs and agencies speed up their internal processes with the help of automation. Create your own workflows, automatically generate invoices, and boast a professional-looking Service Catalog, where your clients can easily make a purchase. It's a simple and elegant solution that instead of a dashboard, proposes a chat as a center of operations, where each new client's request creates a conversation thread. It's where you send quotes, invoices, payments, and messages. Forget about switching between tabs or apps entirely and do everything in one place. Zendo can be made your own with a variety of white-label options, from custom domain to branded colors and even your own, personalized chatbot! Gather your team and make your business thrive in this easy-to-use, intuitive software.