13 Best Project Management Software With Client Portals 2026

Managing client projects pulls you into constant context switching.

One tool for task tracking. Another for file sharing. Timelines in a spreadsheet. Updates over email. Every project lives in fragments, and client communication becomes a job of its own. You’re managing work and managing expectations at the same time, with no single source of truth.

Enter: project management tools with client portals.

Feedback sits next to the work. Project progress is visible in real time. Your internal teams and external stakeholders stay on the same page without manual follow-ups.

Ahead, we show you the best client portal in project management tools, along with key features, limitations, and pricing, and help you make an informed decision. 

What Should You Look for in Project Management Software With a Client Portal?

The right choice of client portal depends on how involved others are in your projects, how much insight you want them to have along the way, and which customer management strategies align with your delivery model.

The key factors to evaluate when you are looking for a client portal software with project management include:

• Granular access controls: Look for role-based permissions inside a secure client portal that protect sensitive data while still allowing clients access to tasks, project timelines, files, and project updates
• Clear project visibility for clients: People outside your internal teams should understand project progress at a glance with shared views that simplify tracking tasks, following milestones, and managing client expectations
• Real-time client collaboration: Clients should be able to comment, review files, and respond to questions directly inside client projects, creating true client collaboration and keeping everyone on the same page
• Contextual AI: AI features should work inside your existing workflows, helping summarize updates, surface risks, and generate client-ready reports using real project data from multiple projects
• Automation workflows: The tool should automate repetitive steps like status updates, assigning tasks, reminders, and approvals for client management
• AI-powered dashboards: Dashboards should pull live data from task tracking, project timelines, and workloads to give both internal teams and clients aligned, real-time visibility into project health
• Centralized asset sharing and feedback: Seamless file sharing, comments, and approvals should live alongside tasks, defining how to store client information, organizing feedback, and preventing version confusion across other project management tools
• Reliable tracking of time and deliverables: If you bill by time or milestones, reporting should connect directly to tasks and multiple client projects, supporting transparent invoicing, accurate project management features, and better client relationships

Project Management Software With Client Portals at a Glance

Short on time? Here’s a quick snapshot of the best project management software with secure client portal features: 

Tool	Key features	Best for	Pricing*
ClickUp	AI-powered tasks, contextual AI, chat, dashboards, Super Agents, automations	All-in-one AI-powered team management with customizable workflows	Free Forever; Customizations available for enterprises
monday.com	Custom boards, no-code automations, dashboards, multiple views, forms	Building custom team workflows with permissioned client access	Free (2 seats); Paid plans from $14/month per user
Asana	Multiple project views, task ownership, Multi-Homing, Work Graph, 200+ integrations	Multi-team coordination with parallel internal and client workflows	Free; Paid plans from $10.99/month per user
Teamwork.com	Client-level tagging, file-level activity streams, branded forms, automations	Agencies managing many multiple client projects on retainer	Free; Paid plans from $13.99/month per user
Wrike	Integrated client portals, live Gantt & dashboards, granular roles, AI agents	Enterprise client delivery at scale	Free; Paid plans from $10/month per user
OneDesk	Ticket-to-task continuity, client-visible stages, built-in messaging, branded portals	Support-heavy or ticket-driven client work	Paid plans from $26.99/month per user
Celoxis	Budget vs actual dashboards, profitability tracking, KPI-based intake, capacity charts	Budget-sensitive, high-stakes client projects	Paid plans from $10/month per user
Notion	Linked tasks & projects, client hubs, lightweight automations, AI search	Building a single client-facing command center	Free; Paid plans from $12/month per user
Trello	Visual Kanban boards, Power-Ups, board-level sharing, embeds	Simple, low-friction client visibility	Free; Paid plans from $5/month per user
Bonsai	Client portals, task lists, contracts, invoices, branding	Freelancers and small service teams	Paid plans from $15/month per user
Dock	White-labeled portals, embeds, engagement analytics, guided tasks	Branded onboarding and client portals	Free; Paid plans from $350/month per user
FuseBase	Deal rooms, document publishing, AI agents, activity tracking	Document-heavy, deal-room-style engagements	Paid plans from $39/month per user
Smartsheet	Spreadsheet-style sheets, client dashboards, controlled permissions, AI summaries	Spreadsheet-native client reporting	Paid plans from $12/month per user

The Best Project Management Software With Client Portals

And now, let’s get into the tools that make client-facing project management easier, especially when you are managing multiple projects and clients simultaneously. 

1. ClickUp (Best customizable client collaboration and project management workspace)

 Most client portals show progress but don’t participate in the work itself.

ClickUp, the world’s first converged AI workspace, treats client access as a built-in extension of your delivery system, not a separate viewport.

Rather than exporting dashboards or copy-pasting updates, ClickUp lets clients engage with the work where it actually happens, with permissions that control what they see and do, without exposing internal complexity.

Here’s how ClickUp supports client workflows in a way that feels natural for both internal teams and external stakeholders.

Build structured, permissioned client portals without exposing internal complexity

ClickUp allows you to invite clients as Guests with granular, role-based permissions. You can control visibility down to the Space, Folder, List, or even individual task level. Internal notes, financial data, and parallel planning remain private, while deliverables, milestones, and approvals stay visible.

Teams often create dedicated client-facing Spaces or Folders that include:

• Live task views filtered for client visibility
• Timeline or Gantt views for milestone tracking
• Embedded Docs for briefs, onboarding, or status summaries
• Approval fields and structured feedback workflows

Instead of sending clients to static dashboards or exported PDFs, you give them controlled access to the real source of truth.

Use real-time dashboards for client visibility and project health 

ClickUp Dashboards provide visual, real-time oversight of client projects at every level. This includes individual deliverables, multi-project portfolios, or account-wide performance.

Because dashboards reflect live execution data, there’s no need to manually rebuild status decks each week. Clients see progress as it evolves, and internal teams spend less time translating work into presentations.

With AI Cards layered into dashboards, you can also generate narrative summaries that explain trends, risks, and blockers in plain language, grounded in real project data.

Make client delivery smoother with contextual AI 

ClickUp’s built-in contextual AI is designed to operate inside your client workflows. 

ClickUp Brain understands the full structure of your workspace, including tasks, Docs, comments, timelines, deliverables, owners, dependencies, etc. Every summary, update, or recommendation is grounded in client work. 

Instead of manually stitching together updates from tasks, emails, and dashboards, ask the AI practical, delivery-focused questions and get instant answers. For example:

• “Generate a weekly update for this account.”
• “Summarize open risks for Client A.”
• “What’s blocking the Q3 launch milestone?”

ClickUp Brain will then pull signals from across the workspace to generate client-ready summaries, surface risks early, and highlight priorities based on how the project is actually progressing.

Further, ClickUp’s Enterprise Search is built for teams that work across many tools every day. No need to jump between apps to find files, messages, or updates. Search everything from one single search bar inside ClickUp. 

Enter a keyword, and ClickUp Enterprise Search pulls the most relevant results from ClickUp Tasks, subtasks, comments, Docs, attachments, and connected apps like Google Drive, GitHub, Jira, etc.

The search is context-aware, so it shows the most relevant files, tickets, or links based on what you’re working on.

Use AI Agents to automate client reporting and recurring communication

This is where ClickUp’s approach diverges from other portals. ClickUp Super Agents can be configured to support client workflows without human babysitting.

For example, A Client Reporting Agent can monitor specific projects or client Spaces and automatically produce:

• Weekly status summaries in a polished Doc
• Highlight reels of changes or late items
• Risk warnings based on dependencies or overdue tasks
• Client-ready emails or chat updates

Because Agents work inside the same workspace where tasks live, they never lose context. They respect permissions, understand your statuses, and can reference milestones, Custom Fields, and timelines without manual integration. So you don’t just send clients a static view of your work, the system prepares and delivers a real-time update for you.

To know more about Super Agents for project management, watch this video 👇

Cut down the busy work with automation 

ClickUp Automations reduce the need to manually push client work forward. You don’t need to manually assign tasks, update statuses, or chase approvals and follow-up. All you need to do is define simple rules that keep delivery moving automatically.

Trigger actions based on real-time changes like task status, priority, assignee, due date, or client approvals inside your portal.

Keep project and client communication in context using ClickUp Chat 

ClickUp Chat keeps client conversations and internal discussions right where the work happens. 

It is not scattered in email threads, messaging apps, or siloed third-party tools. Conversations, decisions, and decisions-to-action pathways stay unified. That means:

• Context stays intact: Conversations stay attached to the task or deliverable they’re about
• Clients see relevant updates: When permissioned appropriately, clients can participate directly, reducing back-and-forth via external chat apps
• No more digging for history: Every message, link, or clarification stays searchable with context, not buried in a separate inbox

ClickUp Chat also supports rich media—GIFs, file uploads, embeds, threaded replies, and reactions, making cross-departmental or client-vendor collaboration seamless. 

ClickUp best features

• Create, organize, and share client briefs, onboarding docs, and reports directly inside your workspace with ClickUp Docs
• Visualize project scope, timelines, and client workflows collaboratively using ClickUp Whiteboards
• Capture meeting notes, client feedback, and task updates instantly with Talk to Text
• Structure deliverables, approvals, dependencies, and milestones with fully customizable ClickUp Tasks
• Connect your CRM, file storage, communication, and development tools using ClickUp Integrations to centralize client data and keep every project in sync

ClickUp limitations

• The wide range of features can be overwhelming for first-time users 

ClickUp pricing

ClickUp ratings and reviews

• G2: 4.7/5 (10,850+ reviews)
• Capterra: 4.6/5 (4,500+ reviews)

What are real-life users saying about ClickUp?

A G2 user says:

2. monday.com (Best for teams that need flexible, permissioned client collaboration)

monday.com is a customizable, cloud-based project management platform that lets you design workflows, track tasks, and build simple apps without code.

You can invite clients as “Guests” to specific boards, so they only see what’s relevant to them. Your internal planning, private notes, and other projects stay completely hidden. This setup serves as a lightweight client portal example, providing clients with controlled visibility into deliverables while internal workflows remain protected.

Unlike Read-Only views, guest users can also be granted permission to comment on tasks, upload files, and change statuses (such as Approved or Feedback Needed).

In addition, you can analyze client feedback for sentiment to help flag dissatisfaction early or surface projects that may be at risk based on historical team velocity using monday.com’s AI Blocks. Turn each board into an embedded early-warning system.

monday.com best features

• Automate project workflows to route updates, status changes, and notifications across teams using configurable rules
• View team capacity in real time using the Workload Widget that aggregates assigned tasks by owner and timeline
• Create intake forms that map submitted fields directly into board columns and generate new items automatically

monday.com limitations

• Time tracking–related automations are relatively limited, which can be restrictive for teams in billing, budgeting, and financial reporting

monday.com pricing

• Personal: Free
• Standard: $14/month per user
• Pro: $24/month per user
• Enterprise: Custom pricing

monday.com ratings and reviews

• G2: 4.7/5 (14,760+ reviews)
• Capterra: 4.6/5 (5,600+ reviews)

What are real-life users saying about monday.com?

A G2 user says:

3. Asana (Best for teams running parallel internal and client workflows)

If you need a tool to organize tasks, manage projects and portfolios, track progress, and align everything with goals and OKRs while keeping clients in the loop, Asana is worth a look.

Its biggest advantage lies in Multi-Homing, which allows the same task to run across multiple projects simultaneously. This means you can keep an internal project for your team’s rough work and a separate, polished client-facing project, placing only selected deliverables into the client view.

To reduce friction further, Asana’s AI Studio helps you capture, sort, and route incoming client requests. It can summarize feedback, extract action items, and automatically assign work, ensuring client input flows back into your delivery pipeline without manual triage.

Asana best features

• Switch between list, board, timeline, and calendar views, and apply custom fields for task tracking and reporting
• Use project forms to collect client requests and convert submissions directly into tasks with predefined fields
• Monitor assigned task volume per user with Workload view and rebalance assignments across timelines

Asana limitations

• Advanced reporting and client management features are locked behind high-tier plans, which can materially increase per-user cost

Asana pricing

• Personal: Free
• Starter: $10.99/month per user
• Advanced: $24.99/month per user
• Enterprise: Custom pricing

Asana ratings and reviews

• G2: 4.4/5 (12,800+ reviews)
• Capterra: 4.5/5 (13,450+ reviews)

What are real-life users saying about Asana?

A G2 user says:

4. Teamwork.com (Best for agencies managing many retainer clients)

Teamwork.com is a project and resource management platform. It enables you to customize columns to highlight the information that matters most for each client, whether that’s status, priority, billing stage, or owner.

Keep your client list clean and current by editing records, filtering by specific client groups, and assigning clear owners for accountability. Client-level tags add helpful context at a glance, making it easier for your team to understand who’s who and what’s in motion.

Plus, with TeamworkAI, you can analyze historical project data to forecast upcoming resource needs and know in advance when a retainer client is likely to exceed allocated hours.

Teamwork.com best features

• Log all file-level comments, client approvals, and team revisions in a single activity stream tied to each task or asset
• Customize your client forms to reflect your company’s brand identity, including logos, colors, and banners
• Trigger automations based on task dates to send emails or update statuses for internal users and clients

Teamwork.com limitations

• The platform can feel fragmented, with multiple spaces for projects, planning, and documentation, increasing navigation overhead and context switching

Teamwork.com pricing

• Free
• Deliver: $13.99/month per user
• Grow: $25.99/month per user
• Scale: Custom pricing

Teamwork.com ratings and reviews

• G2: 4.4/5 (1,200+ reviews)
• Capterra: 4.5/5 (910+ reviews)

What are real-life users saying about Teamwork.com?

A G2 user says:

5. Wrike (Best for enterprise client delivery at scale)

Struggling to control enterprise-scale client delivery with scattered requests, shifting scopes, and slow handoffs? Wrike, an AI-powered work management platform, can help.

You can standardize client intake, scoping, and approvals in a single workflow. Instead of waiting for email threads or meetings, stakeholders can approve work directly in Wrike. That approval can automatically trigger project creation, timelines, and task assignments.

And if you want to optimize delivery based on anticipated capacity, fetch anticipated demand via Wrike CRM pipeline integrations, and continuously assess demand against available capacity through dashboards and analytics.

You can also create simple, no-code AI agents to further prioritize personal work queues based on urgency and dependencies, generate subtasks, and alert managers with timely notifications.

Wrike best features

• Provide a fully integrated client portal software within the same workspace used by internal teams, allowing your clients to view project progress, timelines, and deliverables in real time
• Share detailed project overviews using live Gantt charts, Kanban boards, table views, and dashboards that update automatically as work progresses
• Apply granular access roles to define exactly what clients can view, edit, comment on, or upload

Wrike limitations

• Complex automation chains and permission models often require a dedicated admin to prevent notification sprawl and workflow breakage

Wrike pricing

• Free
• Team: $10/month per user
• Business: $25/month per user
• Enterprise: Custom pricing
• Pinnacle: Custom pricing

Wrike ratings and reviews

• G2: 4.2/5 (4,470+ reviews)
• Capterra: 4.4/5 (2,860+ reviews)

What are real-life users saying about Wrike?

A G2 user says:

6. OneDesk (Best for support-heavy or ticket-driven client work)

OneDesk is a help desk, project management, and professional services automation software.

It lets you show clients the exact lifecycle stage of their requests. Instead of a vague “In Progress,” they can see precisely where work stands, whether it’s In Queue, Developing, or in Quality Assurance, directly within the platform.

The key advantage of OneDesk is continuity: the client continues to see it as a ticket in their portal, while your team works on it as a task in Gantt charts and project views.

OneDesk best features

• Use built-in messaging threads inside the platform for real-time, client-visible conversations tied to tickets and tasks
• Offer customizable ticket and request forms with required fields and routing rules to capture and route client requests
• Personalize the appearance of your portal with your logos and colors – no coding required

OneDesk limitations

• Role-based permission controls lack granularity, forcing teams to grant full admin access for basic autonomy

OneDesk pricing

• Standard: $26.99/month per user
• Enterprise: $31.99/month per user
• HIPAA-Enabled: $46.99/month per user

OneDesk ratings and reviews

• G2: 4.2/5 (30+ reviews)
• Capterra: Not enough reviews

What are real-life users saying about OneDesk?

A G2 user says:

7. Celoxis (Best for budget-sensitive, high-stakes client projects)

If you work on high-stakes projects where the client needs to see the financial health (budgets, costs, and profits) just as much as the project timeline, then give Celoxis a try.

You can provide clients with a dashboard view of Planned vs. Actual spend. If a project is 50% through its timeline but has used 80% of its budget, they see that in real-time, facilitating early (and less painful) conversations about scope.

For your internal team, Celoxis rolls up all project data to show you which clients are profitable. Most tools require a separate spreadsheet for this; in Celoxis, it’s native.

Celoxis best features

• Collate project requests from email, forms, and manual submissions and sort them based on your business KPIs
• Track team capacity using real-time workload charts that factor in shifts, holidays, and availability, with alerts for overload conditions
• Configure automatic email alerts for milestones, tasks, and project updates, with notifications managed directly from the dashboard

Celoxis limitations

• The platform is reported to have a steep initial learning curve, with extensive configuration and process discipline required before teams see consistent value

Celoxis pricing

• Core: $10/month per user
• Essential: $25/month per user
• Professional: $35/month per user
• Business: $45/month per user
• Enterprise: Custom pricing

Celoxis ratings and reviews

• G2: 4.6/5 (430+ reviews)
• Capterra: 4.4/5 (320+ reviews)

What are real-life users saying about Celoxis?

A G2 user says:

8. Notion (Best for building a single client-facing command center)

Notion is an all-in-one digital workspace that you can use to brainstorm ideas, plan project roadmaps, and track work end-to-end.

At its core, you can link tasks to projects and highlight a live progress bar on your client dashboard that automatically calculates completion based on sub-tasks. This gives all stakeholders a clear, always-up-to-date view of how work is progressing.

Notion also supports lightweight automations to streamline repetitive admin tasks. For example, you can automatically assign a Quality Lead when a task moves to In Review, or notify a specific Slack channel the moment a project is marked Blocked.

All of this can be presented as a single, client-facing hub using reusable client portal templates. You can embed the project timeline, a Google Drive folder, a Loom welcome video, and even current invoices on one page.

With Notion AI, you can search across thousands of pages to summarize a specific client’s history or automatically populate database fields from a project brief. This keeps documentation and delivery tightly aligned without manual synthesis.

Notion best features

• Monitor projects using flexible databases with custom properties and multiple views, including table, board, and timeline
• Create collaborative project documentation, briefs, PRDs, and updates using shared docs that live alongside project data
• Publish client-facing project pages and workspaces using Notion Sites, with configurable sharing and access controls

Notion limitations

• Performance can degrade on large or complex pages, while limited offline access may affect teams working without stable connectivity

Notion pricing

• Free
• Plus: $12/month per user
• Business: $24/month per user
• Enterprise: Custom pricing

Notion ratings and reviews

• G2: 4.6/5 (9,100+ reviews)
• Capterra: 4.7/5 (2,650+ reviews)

What are real-life users saying about Notion?

A G2 user says:

9. Trello (Best for simple, low-friction client visibility)

Looking to organize your to-do lists, track deadlines, and collaborate with teams in simple Kanban boards? Trello, a visual work management tool, is helpful here. 

You can create boards for projects, lists for stages (like To Do, Doing, and Done), and cards for individual tasks, which can be moved across lists as you progress. The entire system is designed to be immediately legible, even for non-technical users.

Trello doesn’t offer a dedicated client portal out of the box. However, you can use Power-Ups, Trello’s add-ons and integrations, to introduce automation, permissions, and visibility controls.

This lets you expose only selected cards or columns to clients within a board, creating a lightweight, low-friction client view without overwhelming them.

Trello best features

• Share specific boards or cards with external stakeholders using third-party Power-Ups that generate secure, view-only links without requiring a Trello account
• Control which projects are exposed to clients by isolating work into dedicated boards and limiting external visibility at the board level
• Embed Trello boards or card views inside external portal tools or client hubs alongside documents, links, and other shared resources

Trello limitations

• Advanced reporting and dependencies typically require paid power-ups or external integrations

Trello pricing

• Free
• Standard: $5/month per user
• Premium: $10/month per user
• Enterprise: Custom pricing

Trello ratings and reviews

• G2: 4.4/5 (13,880+ reviews)
• Capterra: 4.5/5 (23,425+ reviews)

What are real-life users saying about Trello?

A G2 user says:

10. Bonsai (Best for freelancers and small service teams) 

Bonsai is a business management platform that gives you a centralized hub for organizing client projects, documents, contracts, and invoices.

You can create task lists, apply client management templates, set due dates, and receive email reminders, keeping delivery lightweight and predictable.

On the client side, you can fully brand the portal with your logo, colors, and visual identity, so every interaction feels professional and cohesive. Share secure links that allow clients to access their portal without creating an account.

Bonsai best features

• See who’s working on what and reschedule on the spot based on real-time reporting on workload, capacity, and task status
• Share projects with configurable client permissions, enabling comments, reviews, and collaboration directly on work items
• Track budgets, time entries, and financial performance as your teams log work and progress through tasks

Bonsai limitations

• Client onboarding workflows across proposals, contracts, invoicing, and questionnaires aren’t fully automated and often require manual approvals

Bonsai pricing

• Basic: $15/month per user
• Essentials: $25/month per user
• Premium: $39/month per user
• Elite: $59/month per user

Bonsai ratings and reviews

• G2: 4.3/5 (100+ reviews)
• Capterra: 4.6/5 (90+ reviews)

What are real-life users saying about Bonsai?

A G2 user says:

11. Dock (Best for branded onboarding and portals) 

Are your project plans starting to feel tedious for clients to access? Dock might be helpful. Its drag-and-drop editor lets you customize portal sections, pages, and embeds to match how you actually work with clients.

Use its built-in forms, or embed any survey tool, to collect inputs directly within the workflow. With Dock AI, you can also create context-rich tasks by attaching clear calls to action to links, files, and videos, converting static assets into guided next steps.

Loom videos, Google Slides, Typeforms, and Figma files can be dropped directly into the portal as interactive widgets inside each section or task. Dock integrates with popular client project management tools like Asana, ClickUp, and Jira.

Dock best features

• White-label your client portals with your company’s logo, banner, brand colors, and website domain to provide a cohesive, on-brand experience
• Analyze client engagement using workspace-level analytics, including views, interactions, and time spent on shared assets
• Share deliverables, resources, and embedded content (files, links, dashboards, videos) in a secure, collaborative workspace

Dock limitations

• Proposal configurator and portal design tools lack depth for advanced customization

Dock pricing

• Free
• Standard: $350/month per user
• Premium: $750/month per user
• Enterprise: Custom pricing

Dock ratings and reviews

• G2: 4.7/5 (430+ reviews)
• Capterra: Not enough reviews

What are real-life users saying about Dock?

A G2 user says:

12. FuseBase (Best for document-heavy, deal-room-style engagements) 

FuseBase is an all-in-one collaboration platform that acts as a bridge between your internal workspace and your client’s experience.

On the one hand, you can draft and refine documents privately with your team, add comments, track billable time, and brainstorm freely. On the other hand, when ready, you can publish the same page to the client portal so that they can see only the professional version.

Each portal can include its own AI agent, trained exclusively on that client’s shared content. These agents act as a 24/7 concierge, answering questions like “When is the next milestone?” or “What was the feedback on the last design?” using the portal’s own data.

FuseBase also addresses a specific PM challenge: context switching. A single page on the platform can hold a project timeline (Gantt/Kanban), an embedded Google Sheet, a video walkthrough, and a file upload area. It acts as a single source of truth for the project, replacing scattered links and status emails.

FuseBase best features

• Set up dedicated deal rooms and project spaces that consolidate discussions, files, contracts, and activity history for each client or engagement
• Configure AI agents trained on shared content to answer questions, extract information, and automate routine portal interactions
• Monitor workspace usage and client activity with built-in analytics, access tracking, and permission controls

FuseBase limitations

• Performance and reliability issues have been reported, with bug fixes and requested improvements sometimes taking longer than expected to ship

FuseBase pricing

• Solo: $39/month per user
• Essentials: $99/month per user
• Advanced: $332/month per user
• Unlimited: Custom pricing

FuseBase ratings and reviews

• G2: 4.7/5 (105+ reviews)
• Capterra: 4.7/5 (170+ reviews)

What are real-life users saying about FuseBase?

A G2 user says:

13. Smartsheet (Best for spreadsheet-native client reporting)

Smartsheet is a work management platform. Widely recognized for its spreadsheet-like interface, it allows you to not only organize work, monitor key deliverables, and build custom reports but also share live data with clients without exposing sensitive internal fields.

You can control exactly what clients can edit. For example, they might be able to update a Client Approval status or upload files, but remain completely blocked from changing Budget Spent or Due Date columns.

To make progress easy to understand, you can create client-facing dashboards with real-time charts and summaries. Smartsheet’s AI tools can help generate visualizations, summarize task status, and translate or rewrite content, so clients get clarity without manual reporting.

Smartsheet adapts to your team’s workflow, whether you follow Agile, Waterfall, or a hybrid methodology.

Smartsheet best features

• Share sheets and reports with external users through controlled permissions and form-based access
• Use Smartsheet’s pre-built form to collect, filter, require key fields, and view any client work requests
• Set up versatile workflows with multiple actions and conditions across devices and communication platforms, or apps like Teams and Slack

Smartsheet limitations

• Recent licensing changes require more users to hold paid seats, which can significantly increase costs for companies where many contributors only need basic editing access

Smartsheet pricing

• Pro: $12/month per user
• Business: $24/month per user
• Enterprise: Custom pricing
• Advanced: Custom pricing

Smartsheet ratings and reviews

• G2: 4.4/5 (21,370+ reviews)
• Capterra: 4.5/5 (3,460+ reviews)

What are real-life users saying about Smartsheet?

A G2 user says:

Rethink Delivery With Project Management Software With Client Portals

Client work often turns into an endless loop of updates, explanations, and context rebuilding.

Time shifts away from delivery and into status emails, shared drives, and follow-ups. A modern project management system with a secure client portal moves those interactions into the workflow itself.

ClickUp combines client portals with contextual AI, automations, dashboards, secure file sharing, and structured workflows inside one connected workspace.

Ready to get started? Sign up on ClickUp for free ✅

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