Page 2 - Top Zapa Client Portal Alternatives

DealRoom

dealroom.net

DealRoom is on a mission to disrupt M&A for good. To disrupt traditional and highly inefficient M&A processes that result in deals often failing to deliver anticipated value - for the good of all stakeholders involved. DealRoom provides M&A software solutions, for both buy-side and sell-side M&A transactions, and is the founder of the M&A Science community which is focused on empowering all M&A teams to take their M&A to the next level.

Welcome Spaces

welcomespaces.io

Welcome Spaces offers private Spaces for professionals and their clients to exchange, share and stay connected. We host all your exchanges - simplifying, unifying and organizing everything. If you are a marketing agency, financial expert, wedding planner, web designer or a lawyer - this is the client portal you've been dreaming of. Why Welcome Spaces? Because doing business can get messy and overwhelming for both you and your clients! Key Features: ✅ Simple organization : Private Spaces with Activity Feed ✅ Personalized client experience : Custom Branding ✅ Easy exchanges : Document Sharing and File Requesting ✅ Time saving : Bundles and Templates ✅ Versatile communication : Live Chat, Private Chat, Video Call ✅ Centralization : Document Library Start with our forever-free version and enjoy smooth business relationships!

Papermark

papermark.io

Papermark is a document sharing and data room creation software with built in analytics. It is and open source alternative to Docsend with fully free plan, advanced AI- Data Rooms and modern UI. You can self host Papermark on your own servers, which is a secure and modern way to share documents.

VobeSoft

vobesoft.com

Every software system has databases. These databases are often static, giving organizations that work with these standard solutions functionalities that they are not using and functions they can't change to their unique needs. Usually, with a lot of hassle, workarounds are applied to reach the end goal. But in the end, this hassle with workarounds only leads to frustration and not optimally using the advantages a software system should give you and your organization. The only static of today is that organizations are constantly changing. And this change isn't bad. It represents an improvement of the organization. To accommodate for this change, a system that changes and adapts to the way an organization works is necessary to ensure growth. This is VobeSoft: a software system with a dynamic database that is configurable to fit seamlessly into any organization. You, and not the software determines how work will be done, what data matters and how it should be stored. The context of the custom is leading in the way the system is set up and used.

SecureDocs

securedocs.com

ReadySign is simple, affordable electronic signature software that makes signing, storing, and sharing contracts, invoices, IEPs, consent forms, and other documents easy. We believe in honest, transparent pricing and offer unlimited documents and signatures for one simple price, no surprises.

Clinked

clinked.com

Clinked is a cloud-based client portal and collaboration tool. It enables teams, project groups and business clients to all collaborate efficiently on documents and files from within a secure cloud environment. We offer 3 main portal options: 1. Easy (off the shelf easily customizable portal). 2. Bespoke (custom portal built on the Clinked infrastructure to your specific requirements). 3. Virtual Data Room. All portals offer a wide array of features, some of which are listed below. Enhance Your Business Image * Clinked client portal can be customized and white-labelled. * Use your own URL, e.g. https://clients.yourcompany.com. * Branded native mobile apps are available for Android and iOS. Collaborate and Communicate * Update clients with real-time activity streams and project progress management. * Assign tasks to individual team members or share the workload with more than one user. * Have efficient discussions, communicate using @mentions, instant 1-2-1 and group chat, and microblogging. * Full-text search. A Secure Client Portal * 256 bit SSL in transit and AES encryption at rest. * Two-factor authentication for secure access to your solution. * Account administrators can view all user activity in the audit trail. No.1 FTP Alternative * Drag and drop files and folders to share large files. * Locate and bring up files and folders with the universal search bar. * View live previews of your documents without having to download them. Integrations * Native integration with Google Workspace. * Native integration with AdobeSign, DocuSign and JotForm. * Automate tasks & actions with over 3,000 apps via Zapier. * Public API. Completely custom portal built to your specifications * Built on robust Clinked ISO certified infrastructure. * Select from a vast array of existing features. * Add new unique features that your business needs. * Custom UI to fit your use case and workflow. * Straightforward design process. * Quick delivery.

OnRamp

onramp.us

OnRamp is dynamic customer onboarding software that helps onboarding and implementation managers turn any high-touch customer onboarding process simple. Dynamic onboarding with OnRamp reduces effort for customers to complete steps and cuts manual steps for your team. The result is improved onboarding efficiency, outcomes, and customer experiences. Empower customers with a delightfully simple and dynamic action plan. OnRamp action plans guide customers through relevant tasks, videos, forms, surveys, files, and other actions and enablement, one step at a time, based on their inputs as they go. Every step is tracked and feedback is collected along the way to keep you informed on customer progress, trigger next steps on your end, and help you improve. * Enable your team with a proven playbook for every customer. * Dynamically guide and enable customers through every step of the process. * Get reporting on onboarding efficiency, outcomes, and experience. * Optimize your way to predictable, scalable customer onboarding processes. * Onboard customers 2x faster and scale without growing headcount. With OnRamp, customer onboarding and implementation managers can actually do more with less and deliver white-glove onboarding and enablement at scale.

Practice

practice.do

Practice helps client-based businesses reduce their admin work by streamline scheduling and fulfillment, centralizing client activity, and consolidating tools. Built for business owners working with contractors and clients.

FileInvite

fileinvite.com

FileInvite automates the collection of client information for document-heavy workflows. Create a seamless digital experience for your clients with our branded client portals, complete with built-in Chat, eSignatures, PDF conversion, cloud storage syncing, CRM integrations, automated text & email follow-up, and more, so you can spend your time where it really matters. Trusted by thousands of customers worldwide, discover the tool that top professionals are using to automate their document collection.

SuiteFiles

suitefiles.com

Document creation, collaboration, and signing all in one spot. SuiteFiles is powerful — yet simple — document management software for accounting and professional services firms. Our workflows are exactly what small to mid-sized firms need to grow along with their clients. We back your daily activities, integrating with Xero, Karbon, QuickBooks Online, Microsoft 365, and more. We’re on a mission to give firms of all sizes enterprise-grade solutions and service that meets them where they are in their growth trajectory. The result? A user-friendly, scalable, robust platform that your team and clients will actually enjoy using. Our product development and customer support teams are responsive — meaning you have people invested in you getting the most out of SuiteFiles. With SuiteFiles, your document management needs are taken care of and your IT burden is lifted allowing you to increase billable hours and strengthen relationships with your clients. With 1000+ efficiency driven professional services firms bettering their businesses with SuiteFiles (and a 99.6% renewal rate), we’re the obvious choice for you. Un-silo your operations with full workflow solutions and extensive integrations connecting you with industry-leading apps. SuiteFiles’ comprehensive features and functionality were designed for teams of 10 to 500 with your employees’ satisfaction in mind. Over the years, we’ve perfected our software for your end-to-end processes with integrations, automations, signing, and email management eliminating the app hopping and multiple subscription fees you’d otherwise need. We combine easy third party sharing with cutting-edge security without taking away your data ownership. We’ve simplified the complexity of organizing, centralizing and leveraging the information your firm needs to perform every day. You should be spending your working hours serving clients and growing your business, not fighting with files. So, we designed SuiteFiles with quick, complete data migration and onboarding to get your team operational in as little as two days. Plus, our intelligent interface is easy to use and consistently refined. By eliminating unnecessary back-and-forth, process delays, collaboration overhead, and toggling between multiple tools our time saving adds up. Our customers report saving 5 hours a week, per employee. That’s 6 ½ FTE weeks per staff member annually!

Orangedox

orangedox.com

Orangedox provides one-click create virtual data rooms that are directly sync'd with your Google Drive folders. Prevent your documents from being shared or forwarded and audit every time they've been opened. Easily manage your financial due diligence, fund raising, investor relations & investment management No limits on the number of files / storage space used and share with up to 500 users per room. All for one low monthly rate.

ShareVault

sharevault.com

ShareVault provides a simple, secure way to share sensitive documents with third parties during due diligence and other vital business processes. The on-demand platform is an innovative cloud computing solution that enables its customers to manage critical time-sensitive and document-centric processes faster and easier. ShareVault is based in Los Gatos, California, with development offices in Bangalore, India. ShareVault can be used in a variety of business transaction scenarios to provide a secure virtual data room for managed sharing of business documents, including M&A Sell Side, M&A Buy Side, Corporate Finance, Bankruptcy, Technology Licensing, Business Development, Biopharmaceutical Partnering, Corporate Communications, Fundraising, Syndicated Loans, and Strategic Procurement. ShareVault plays a key role in the following industries: Financial Services; Biopharmaceutical; Legal Services; Alternative Energy/CleanTech and Oil & Gas.

Digify

digify.com

Digify allows companies to protect and keep control of confidential documents. It is an all-in-one integrated solution combining document access control, advanced encryption, file tracking, print and download permissions and customizable watermarks. Companies use Digify to protect confidential information for fundraising and due diligence, protecting intellectual property, and safeguarding sensitive communications. Digify is the winner of the top security innovation competition RSA Innovation Sandbox.

Clustdoc

clustdoc.com

The new way to manage your pre-project phase & onboarding workflows. Invite third-parties to join your project from a custom portal, walk them through what needs to be done, review the submitted information with your team, sign contracts and NDA easily and get things done from your client management mobile app!

HelpRange

helprange.com

HelpRange is a virtual data room where you can securely share and store your documents using advanced security controls. HelpRange provides valuable insights such as usage statistics, alerts, and visual heat maps in real-time.

H1 Virtual Data Rooms

h1.io

H1 Virtual Data Rooms (VDRs) are secure online platforms designed to facilitate the storage, sharing, and management of sensitive documents during critical business transactions, such as mergers and acquisitions, fundraising, and compliance processes. H1 VDRs provide a comprehensive solution for organizations looking to streamline their document workflows while ensuring the highest levels of security and confidentiality.

Virtual Vaults

virtualvaults.com

Virtual Vaults empower dealmakers to succeed with an all-in-one platform to manage the entire M&A lifecycle. * Prepare in Workspaces: Hyper-efficient preparation tool for M&A dealmakers. Organise, collaborate, redact and export to your data room. All in one place. * Make your deal in our Data Room: Ultra-secure data room for due diligence. Make your deal, securely share data, explore insights and manage Q&A. * Secure to an Archive: Storing valuable data is vitally important. After every deal closes, receive a detailed look into the history of your deal.

FirmRoom

firmroom.com

Datasite

datasite.com

Datasite is where deals are made. Driving transactions in 180 countries. Delivering at the highest level, across sell-side, buy-side, and beyond. Datasite provides secure software solutions for managing the full spectrum of financial transactions — including M&A, restructuring and administration, and capital raising. Our intuitive platform offers rigorous security enabling file sharing and collaboration within and across organizations. More than a virtual data room (VDR), Datasite supports advisors and their clients across the entire deal lifecycle with secure collaborative software that shortens timelines for buy-side and sell-side teams from deal sourcing and deal preparation to post-merger integration (PMI) while meeting regulatory compliance — including GDPR and CCPA requirements. As the premier virtual data room for M&A due diligence globally, Datasite is consistently recognized for breakthrough technologies that include AI/ML-enabled tools, such as automated redaction. Beyond due diligence, Datasite provides transaction and document management solutions for investment banks, corporate development, private equity, and law firms across industries.

OneSuite

onesuite.io

OneSuite is your central hub for growth, designed by experienced agency veterans who understand the specific needs of modern, forward-thinking digital agencies. We’ve seen firsthand the challenges of juggling multiple platforms, losing valuable data, and struggling to gain actionable insights.

Arrows

arrows.to

Customer-facing onboarding plans that attach to deals & tickets inside HubSpot. Are you waiting on your customers to complete their onboarding? Stop waiting. Arrows is the tool for onboarding, sales, and success teams to close revenue faster and create happy customers. Reduce time to value, increase adoption, and unlock growth. Customers always know what’s next on their path from signed up to successful and your teams stay focused on their most valuable work with workflow automations, email reminders, and in-depth reporting.

Hubflo

hubflo.com

Take your service business to the next level with a branded client portal and powerful and easy-to-use apps. Hubflo brings together all the tools you need to run your back-office and client-facing operations: File sharing, Messaging, Tasks/Projects, Proposals, Billing, CRM, and more. Connect to anything with embeds, Zapier, and native integrations (Gmail, Outlook, Stripe...) Hubflo is powering up 1,000+ businesses in 7 countries and has raised $3M from top-tier investors.

Content Snare

contentsnare.com

Content Snare is the simple way to onboard clients, collect documents and get answers without the endless back and forth. Intuitive and dead-simple to use, it's your single source of truth when gathering information from clients. Stop getting lost in email, messy client portals and confusing spreadsheets. Loved by 1200+ companies worldwide, including accounting firms, marketing agencies, and professional services. If you need your clients to send you information, Content Snare can help.

EverAfter

everafter.ai

Scale Customer Success, One Digital Touch at a Time. With EverAfter you can design scalable, customer-facing interfaces that guide, engage, and empower your customers to work autonomously and achieve their goals Unlike Customer Success Platforms, which are designed to optimize internal management, EverAfter equips businesses with the tools to optimize their services for their customers, to drive productivity and efficiency, ensuring that every interaction is strategic and goal-oriented by productizing programs like onboarding, ongoing communication, academy, QBRs, success plans, and more. By productizing your customer programs with EverAfter, your customers will be able to your achieve their desired outcomes so your business metrics see significant improvements. Experience accelerated time to value, higher engagement rates, superior setup quality, increased retention, enhanced customer experience, greater customer adoption, and reduced churn. All of this happens when you start with the customer.

Ahsuite

ahsuite.com

Ahsuite lets you organize your client communication in an easy-to-use client portal so nothing gets missed or lost. It has a clean, minimalist design, with the focus on the work that you want to display: dashboards, Figma boards, slide decks, videos, reports, or anything else. If it can be embedded in an iframe, you can share it in a client portal. Our client portals are secure, organized, and self-service. Once you try Ahsuite, you’ll never go back to sending links over email. Ahsuite comes packed with a suite of powerful collaboration tools built specifically for digital agencies. That means you can say goodbye to Trello, Slack, DropBox, and LastPass, because Ahsuite lets you do it all with one login. With a Pro or Agency plan, you can also get access to our exclusive network of freelancers and agencies. So you can even use Ahsuite to build your team! The Starter plan comes with tasks, files, conversations, and up to ten portals for FREE!

Black Vault

dyma.ai

Black Vault is a secure Virtual Data Room (VDR) and data loss prevention (DLP) solution designed to protect sensitive information and streamline collaboration. It offers a range of features, including secure file sharing, access controls, and advanced encryption, to ensure the confidentiality and integrity of your data. Experience the freedom and peace of mind that comes with Black Vault, your secure gateway to the cloud by providing AI-powered solutions to guard your data fortress. Black Vault surpasses traditional cloud storage, offering a team committed to empowering government agencies and corporations to conquer the challenges of managing data across various cloud platforms. It advocates for the transformative power of prioritizing data security, achieved through cutting-edge encryption and innovative features like sharding. Black Vault delivers a robust enterprise solution specifically designed to empower secure collaboration, prevent data leaks, and strengthen data protection within your organization. Black Vault allows multi-cloud, multi-account file access, device file management including file transfer from/to device, and many other functions, such as searching for files on devices and backup and sync functionality for data across the enterprise and devices in a secure way.

Wizuda

wizuda.com

At Wizuda, it focuses on developing IT solutions that help businesses grow and empower people to collaborate and stay connected securely and compliantly. Specializing in secure data transfer since 2001, all development and support operations are carried out from its two Irish offices located in Dublin (Wizuda Headquarters) and Limerick. It prides itself on developing software solutions that allow organizations to take back control of their file transfer and data sharing operations, enabling them to operate efficiently, securely, and compliantly. Wizuda is the innovation leader in providing powerful software solutions that enable and empower organizations to compliantly and securely share business-critical and personal data without compromising operational efficiency. Wizuda customers have peace of mind that their data transfers are secure, compliant, visible, and audit-ready at all times. * The Wizuda Managed File Transfer (MFT) software solution provides a centralised hub through which all data transfers are automated and managed securely, compliantly, and efficiently, giving full end-to-end accountability. Wizuda MFT gives your IT department the ability to move any data from anywhere to anywhere, automatically, on any schedule of your choosing, with or without data transformation. With auto-resume and guaranteed file delivery you can ensure your data gets to where it needs to be, when it needs to be, and within SLA timeframes, thus avoiding penalties and maximising customer trust. * Wizuda Virtual Data Room (VDR) Software provides your business with a secure online repository for document storage, collaboration and sharing. Built with ‘privacy by design’, Wizuda VDRs include encryption by default. They can be set up in minutes, without the need for IT intervention, enabling you to manage deals and company projects more productively, without compromising on security or compliance. * Wizuda Web Forms Software and Case Management provides a centralised platform through which all requests can be received, tracked and managed in a secure and compliant way. With options to embed forms onto your company website, Wizuda simplifies the data collection process with security, encryption, and audit trails throughout, enabling you to demonstrate each request was managed compliantly. * Data Anonymisation from Wizuda enables you to Simply and Effectively Anonymise or Pseudonymise Data.

TrueDataShare

truedatashare.com

TrueDataShare data room combines advanced security and high speed with a beautiful and simple design. Built especially for corporate finance advisors, regulated industries and international companies.

SmartRoom

smartroom.com

SmartRoom, is a next-generation content management platform. Built from the ground up, SmartRoom Virtual Data Room was designed to deliver greater efficiency and bank-grade security for file sharing and collaboration. Appeasing both end-users and IT departments, SmartRoom facilitates success for the entire organization and all parties involved. SmartRoom’s suite of cloud-based deal management products include SmartRoom VDR, SmartRoom CRM, and post-merger integration brought in partnership with IBM’s M&A Accelerator. By combining SmartRoom’s suite of powerful cloud-based deal management solutions, organizations can streamline and simplify the entire M&A lifecycle from due diligence to post-merger integration. SmartRoom can be integrated into other processes to help manage and streamline capital raising, regulatory reporting, investor reporting, fundraising, loan syndications, NPL/RPL sales, and other business critical events. SmartRoom is the flagship product of BMC Group VDR LLC (BMC GROUP), established in 1998 by co-founders Sean Allen – Chief Executive Officer, and Tinamarie Feil – President of Client Services with the mission to make the world more efficient by transforming the way information is managed.

Objective Connect

objective.com.au

Objective Connect is the trusted file sharing platform which allows organisation to share sensitive documents with external parties. Users can create private workspaces and invite participants in the Cloud in a matter of seconds. The collaboration, reporting, security and compliance features allow governments and regulated industries the ability to work externally while having peace of mind.