{"id":76345,"date":"2026-02-21T20:37:40","date_gmt":"2026-02-22T04:37:40","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=76345"},"modified":"2026-02-21T20:39:21","modified_gmt":"2026-02-22T04:39:21","slug":"client-portal-project-management-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/","title":{"rendered":"13 Best Project Management Software With Client Portals 2026"},"content":{"rendered":"\n<p>Managing client projects pulls you into constant context switching. <\/p>\n\n\n\n<p>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\u2019re managing work and managing expectations at the same time, with no single source of truth.<\/p>\n\n\n\n<p>Enter: project management tools with client portals.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.&nbsp;<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-110dd738-514d-43b0-91ba-6b58c00eaad3\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Best Project Management Software With Client Portals<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#0-what-should-you-look-for-in-project-management-software-with-a-client-portal\" style=\"\">What Should You Look for in Project Management Software With a Client Portal?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#1-project-management-software-with-client-portals-at-a-glance\" style=\"\">Project Management Software With Client Portals at a Glance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#3-the-best-project-management-software-with-client-portals\" style=\"\">The Best Project Management Software With Client Portals<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#4-1-clickup-best-customizable-client-collaboration-and-project-management-workspace\" style=\"\">1. ClickUp (Best customizable client collaboration and project management workspace)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#16-2-mondaycom-best-for-teams-that-need-flexible-permissioned-client-collaboration\" style=\"\">2. monday.com (Best for teams that need flexible, permissioned client collaboration)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#22-3-asana-best-for-teams-running-parallel-internal-and-client-workflows\" style=\"\">3. Asana (Best for teams running parallel internal and client workflows)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#28-4-teamworkcom-best-for-agencies-managing-many-retainer-clients\" style=\"\">4. Teamwork.com (Best for agencies managing many retainer clients)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#34-5-wrike-best-for-enterprise-client-delivery-at-scale\" style=\"\">5. Wrike (Best for enterprise client delivery at scale)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#40-6-onedesk-best-for-support-heavy-or-ticket-driven-client-work\" style=\"\">6. OneDesk (Best for support-heavy or ticket-driven client work)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#46-7-celoxis-best-for-budget-sensitive-high-stakes-client-projects\" style=\"\">7. Celoxis (Best for budget-sensitive, high-stakes client projects)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#52-8-notion-best-for-building-a-single-client-facing-command-center\" style=\"\">8. Notion (Best for building a single client-facing command center)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#58-9-trello-best-for-simple-low-friction-client-visibility\" style=\"\">9. Trello (Best for simple, low-friction client visibility)<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#64-10-bonsai-best-for-freelancers-and-small-service-teams-\" style=\"\">10. Bonsai (Best for freelancers and small service teams)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#70-11-dock-best-for-branded-onboarding-and-portals-\" style=\"\">11. Dock (Best for branded onboarding and portals)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#76-12-fusebase-best-for-document-heavy-deal-room-style-engagements-\" style=\"\">12. FuseBase (Best for document-heavy, deal-room-style engagements)\u00a0<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#82-13-smartsheet-best-for-spreadsheet-native-client-reporting\" style=\"\">13. Smartsheet (Best for spreadsheet-native client reporting)<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/client-portal-project-management-software\/#88-rethink-delivery-with-project-management-software-with-client-portals\" style=\"\">Rethink Delivery With Project Management Software With Client Portals<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-should-you-look-for-in-project-management-software-with-a-client-portal\">What Should You Look for in Project Management Software With a Client Portal?<\/h2>\n\n\n\n<p>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 <a href=\"https:\/\/clickup.com\/blog\/customer-management-strategies\/\">customer management strategies<\/a> align with your delivery model.<\/p>\n\n\n\n<p>The key factors to evaluate when you are looking for a client portal software with project management include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Granular access controls:<\/strong> 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<\/li>\n\n\n\n<li><strong>Clear project visibility for clients:<\/strong> People outside your internal teams should understand project progress at a glance with shared views that simplify tracking tasks, following milestones, and <a href=\"https:\/\/clickup.com\/blog\/managing-client-expectations\/\">managing client expectations<\/a><\/li>\n\n\n\n<li><strong>Real-time client collaboration:<\/strong> 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<\/li>\n\n\n\n<li><strong>Contextual AI:<\/strong> 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<\/li>\n\n\n\n<li><strong>Automation workflows:<\/strong> The tool should automate repetitive steps like status updates, assigning tasks, reminders, and approvals for <a href=\"https:\/\/clickup.com\/blog\/client-management\/\">client management<\/a><\/li>\n\n\n\n<li><strong>AI-powered dashboards:<\/strong> 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<\/li>\n\n\n\n<li><strong>Centralized asset sharing and feedback:<\/strong> Seamless file sharing, comments, and approvals should live alongside tasks, defining <a href=\"https:\/\/clickup.com\/blog\/how-to-store-client-information\/\">how to store client information<\/a>, organizing feedback, and preventing version confusion across other project management tools<\/li>\n\n\n\n<li><strong>Reliable tracking of time and deliverables:<\/strong> 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<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-project-management-software-with-client-portals-at-a-glance\">Project Management Software With Client Portals at a Glance<\/h2>\n\n\n\n<p>Short on time? Here\u2019s a quick snapshot of the best project management software with secure client portal features:&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Tool<\/strong><\/td><td><strong>Key features<\/strong><\/td><td><strong>Best for<\/strong><\/td><td><strong>Pricing*<\/strong><\/td><\/tr><tr><td><a href=\"https:\/\/app.clickup.com\/signup\"><strong>ClickUp<\/strong><\/a><\/td><td>AI-powered tasks, contextual AI, chat, dashboards, Super Agents, automations<\/td><td>All-in-one AI-powered team management with customizable workflows<\/td><td>Free Forever; Customizations available for enterprises<\/td><\/tr><tr><td><strong>monday.com<\/strong><\/td><td>Custom boards, no-code automations, dashboards, multiple views, forms<\/td><td>Building custom team workflows with permissioned client access<\/td><td>Free (2 seats); Paid plans from $14\/month per user<\/td><\/tr><tr><td><strong>Asana<\/strong><\/td><td>Multiple project views, task ownership, Multi-Homing, Work Graph, 200+ integrations<\/td><td>Multi-team coordination with parallel internal and client workflows<\/td><td>Free; Paid plans from $10.99\/month per user<\/td><\/tr><tr><td><strong>Teamwork.com<\/strong><\/td><td>Client-level tagging, file-level activity streams, branded forms, automations<\/td><td>Agencies managing many multiple client projects on retainer<\/td><td>Free; Paid plans from $13.99\/month per user<\/td><\/tr><tr><td><strong>Wrike<\/strong><\/td><td>Integrated client portals, live Gantt &amp; dashboards, granular roles, AI agents<\/td><td>Enterprise client delivery at scale<\/td><td>Free; Paid plans from $10\/month per user<\/td><\/tr><tr><td><strong>OneDesk<\/strong><\/td><td>Ticket-to-task continuity, client-visible stages, built-in messaging, branded portals<\/td><td>Support-heavy or ticket-driven client work<\/td><td>Paid plans from $26.99\/month per user<\/td><\/tr><tr><td><strong>Celoxis<\/strong><\/td><td>Budget vs actual dashboards, profitability tracking, KPI-based intake, capacity charts<\/td><td>Budget-sensitive, high-stakes client projects<\/td><td>Paid plans from $10\/month per user<\/td><\/tr><tr><td><strong>Notion<\/strong><\/td><td>Linked tasks &amp; projects, client hubs, lightweight automations, AI search<\/td><td>Building a single client-facing command center<\/td><td>Free; Paid plans from $12\/month per user<\/td><\/tr><tr><td><strong>Trello<\/strong><\/td><td>Visual Kanban boards, Power-Ups, board-level sharing, embeds<\/td><td>Simple, low-friction client visibility<\/td><td>Free; Paid plans from $5\/month per user<\/td><\/tr><tr><td><strong>Bonsai<\/strong><\/td><td>Client portals, task lists, contracts, invoices, branding<\/td><td>Freelancers and small service teams<\/td><td>Paid plans from $15\/month per user<\/td><\/tr><tr><td><strong>Dock<\/strong><\/td><td>White-labeled portals, embeds, engagement analytics, guided tasks<\/td><td>Branded onboarding and client portals<\/td><td>Free; Paid plans from $350\/month per user<\/td><\/tr><tr><td><strong>FuseBase<\/strong><\/td><td>Deal rooms, document publishing, AI agents, activity tracking<\/td><td>Document-heavy, deal-room-style engagements<\/td><td>Paid plans from $39\/month per user<\/td><\/tr><tr><td><strong>Smartsheet<\/strong><\/td><td>Spreadsheet-style sheets, client dashboards, controlled permissions, AI summaries<\/td><td>Spreadsheet-native client reporting<\/td><td>Paid plans from $12\/month per user<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">*Please check the tool website for the latest pricing.<\/figcaption><\/figure>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: #f6f6f6; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-4281b19c-b54f-48a6-84f9-3addde749ce6\">\n<h3 class=\"wp-block-heading\" id=\"2-how-we-review-software-at-clickup-\"><strong>How we review software at ClickUp<\/strong><\/h3>\n\n\n\n<p>Our editorial team follows a transparent, research-backed, and vendor-neutral process, so you can trust that our recommendations are based on real product value.<\/p>\n\n\n\n<p>Here\u2019s a detailed rundown of <a href=\"https:\/\/clickup.com\/blog\/software-review-methodology\/\" target=\"_blank\" rel=\"noreferrer noopener\">how we review software at ClickUp<\/a>.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"3-the-best-project-management-software-with-client-portals\">The Best Project Management Software With Client Portals<\/h2>\n\n\n\n<p>And now, let\u2019s get into the tools that make client-facing project management easier, especially when you are managing multiple projects and clients simultaneously.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-1-clickup-best-customizable-client-collaboration-and-project-management-workspace\">1. ClickUp (Best customizable client collaboration and project management workspace)<\/h3>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-wp-embed is-provider-wistia-inc wp-block-embed-wistia-inc\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"Client Services Delivery Video\" src=\"https:\/\/fast.wistia.net\/embed\/iframe\/8y5poasjgf?dnt=1#?secret=YUUnvwH8L0\" data-secret=\"YUUnvwH8L0\" frameborder=\"0\" scrolling=\"no\" width=\"500\" height=\"281\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>&nbsp;Most client portals show progress but don\u2019t participate in the work itself. <\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>, the world\u2019s first <a href=\"https:\/\/clickup.com\/blog\/converged-ai-workspace\/\">converged AI workspace<\/a>, treats client access as a <em>built-in extension of your delivery system<\/em>, not a separate viewport.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Here\u2019s how ClickUp supports client workflows in a way that feels natural for both internal teams and external stakeholders.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-build-structured-permissioned-client-portals-without-exposing-internal-complexity\">Build structured, permissioned client portals without exposing internal complexity<\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"681\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/List_view_Accounts_Hero_-_CRM_Teams_730x414.png\" alt=\"List view_client portal_Project Management Software With Client Portals\" class=\"wp-image-457939\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/List_view_Accounts_Hero_-_CRM_Teams_730x414.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/List_view_Accounts_Hero_-_CRM_Teams_730x414-300x170.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/List_view_Accounts_Hero_-_CRM_Teams_730x414-768x436.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/04\/List_view_Accounts_Hero_-_CRM_Teams_730x414-700x397.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Use List View in ClickUp to build a smooth, at-a-glance client portal<\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>Teams often create dedicated client-facing Spaces or Folders that include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Live task views filtered for client visibility<\/li>\n\n\n\n<li>Timeline or Gantt views for milestone tracking<\/li>\n\n\n\n<li>Embedded Docs for briefs, onboarding, or status summaries<\/li>\n\n\n\n<li>Approval fields and structured feedback workflows<\/li>\n<\/ul>\n\n\n\n<p>Instead of sending clients to static dashboards or exported PDFs, you give them controlled access to the real source of truth.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-use-real-time-dashboards-for-client-visibility-and-project-health-\">Use real-time dashboards for client visibility and project health&nbsp;<\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/dashboards\">ClickUp Dashboards<\/a> provide visual, real-time oversight of client projects at every level. This includes individual deliverables, multi-project portfolios, or account-wide performance.<\/p>\n\n\n\n<p>Because dashboards reflect live execution data, there\u2019s 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.<\/p>\n\n\n\n<p>With <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/30554022309655-AI-Cards\">AI Cards<\/a> layered into dashboards, you can also generate narrative summaries that explain trends, risks, and blockers in plain language, grounded in real project data.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1272\" height=\"642\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2025-08-17-at-4.04.14-PM-edited.png\" alt=\"ClickUp Dashboard AI Cards_Project Management Software With Client Portals\" class=\"wp-image-594017\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2025-08-17-at-4.04.14-PM-edited.png 1272w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2025-08-17-at-4.04.14-PM-edited-300x151.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2025-08-17-at-4.04.14-PM-edited-768x388.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/Screenshot-2025-08-17-at-4.04.14-PM-edited-700x353.png 700w\" sizes=\"auto, (max-width: 1272px) 100vw, 1272px\" \/><figcaption class=\"wp-element-caption\">ClickUp Dashboards with AI Cards make it easy to collate updates for clients<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"7-make-client-delivery-smoother-with-contextual-ai-\">Make client delivery smoother with contextual AI&nbsp;<\/h4>\n\n\n\n<p>ClickUp\u2019s built-in <a href=\"https:\/\/clickup.com\/blog\/contextual-ai-why-it-matters-for-the-future-of-work\/\">contextual AI<\/a> is designed to operate inside your client workflows.&nbsp;<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/brain\">ClickUp Brain<\/a> 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.&nbsp;<\/p>\n\n\n\n<p>Instead of manually stitching together updates from tasks, emails, and dashboards, ask the AI practical, delivery-focused questions and get instant answers. For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cGenerate a weekly update for this account.\u201d<\/li>\n\n\n\n<li>\u201cSummarize open risks for Client A.\u201d<\/li>\n\n\n\n<li>\u201cWhat\u2019s blocking the Q3 launch milestone?\u201d<\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-wp-embed is-provider-wistia-inc wp-block-embed-wistia-inc\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" title=\"@Brain Agent Video\" src=\"https:\/\/fast.wistia.net\/embed\/iframe\/3yoq47d06z?dnt=1#?secret=Q08FUMAQdK\" data-secret=\"Q08FUMAQdK\" frameborder=\"0\" scrolling=\"no\" width=\"500\" height=\"281\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Get 100% contextual answers <\/a><\/div>\n\n\n\n<p>Further, <a href=\"https:\/\/clickup.com\/brain\/enterprise-search\">ClickUp&#8217;s Enterprise Search<\/a> 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.&nbsp;<\/p>\n\n\n\n<p>Enter a keyword, and ClickUp Enterprise Search pulls the most relevant results from <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a>, subtasks, comments, Docs, attachments, and connected apps like Google Drive, GitHub, Jira, etc.<\/p>\n\n\n\n<p>The search is context-aware, so it shows the most relevant files, tickets, or links based on what you\u2019re working on.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"523\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-584.png\" alt=\"ClickUp BrainGPT\u2019s Enterprise Search : Project Management Software With Client Portal\" class=\"wp-image-591244\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-584.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-584-300x112.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-584-768x287.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-584-700x262.png 700w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Use Enterprise Search to instantly find answers across tools, tasks, and conversations<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"8-use-ai-agents-to-automate-client-reporting-and-recurring-communication\">Use AI Agents to automate client reporting and recurring communication<\/h4>\n\n\n\n<p>This is where ClickUp\u2019s approach diverges from other portals. <a href=\"https:\/\/clickup.com\/brain\/agents\">ClickUp Super Agents<\/a> can be configured to support client workflows without human babysitting.<\/p>\n\n\n\n<p>For example, A <strong>Client Reporting Agent<\/strong> can monitor specific projects or client Spaces and automatically produce:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Weekly status summaries in a polished Doc<\/li>\n\n\n\n<li>Highlight reels of changes or late items<\/li>\n\n\n\n<li>Risk warnings based on dependencies or overdue tasks<\/li>\n\n\n\n<li>Client-ready emails or chat updates<\/li>\n<\/ul>\n\n\n\n<p>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\u2019t just send clients a static view of your work, <em>the system prepares and delivers a real-time update for you.<\/em><\/p>\n\n\n\n<p>To know more about Super Agents for project management, watch this <a href=\"https:\/\/www.youtube.com\/watch?v=DgKt9zEM2A0\">video<\/a> \ud83d\udc47<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ClickUp Super Agents for Project Management\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/DgKt9zEM2A0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-cut-down-the-busy-work-with-automation-\">Cut down the busy work with automation&nbsp;<\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a> reduce the need to manually push client work forward. You don\u2019t 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.<\/p>\n\n\n\n<p>Trigger actions based on real-time changes like task status, priority, assignee, due date, or client approvals inside your portal.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"445\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Automations-1-1.gif\" alt=\"ClickUp Automations_Project Management Software With Client Portals\" class=\"wp-image-595715\"\/><figcaption class=\"wp-element-caption\">Use the no-code ClickUp Automations to ensure processes run consistently in the background<\/figcaption><\/figure><\/div>\n\n\n<h4 class=\"wp-block-heading\" id=\"10-keep-project-and-client-communication-in-context-using-clickup-chat-\">Keep project and client communication in context using ClickUp Chat&nbsp;<\/h4>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/chat\">ClickUp Chat<\/a> keeps client conversations and internal discussions right where the work happens.&nbsp; <\/p>\n\n\n\n<p>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:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Context stays intact:<\/strong> Conversations stay attached to the task or deliverable they\u2019re about<\/li>\n\n\n\n<li><strong>Clients see relevant updates:<\/strong> When permissioned appropriately, clients can participate directly, reducing back-and-forth via external chat apps<\/li>\n\n\n\n<li><strong>No more digging for history:<\/strong> Every message, link, or clarification stays searchable with context, not buried in a separate inbox<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"907\" height=\"603\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-582-edited.png\" alt=\"Share company-wide updates with Posts on ClickUp Chat\" class=\"wp-image-594071\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-582-edited.png 907w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-582-edited-300x199.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-582-edited-768x511.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-582-edited-700x465.png 700w\" sizes=\"auto, (max-width: 907px) 100vw, 907px\" \/><figcaption class=\"wp-element-caption\">Share instant updates with Posts on ClickUp Chat<\/figcaption><\/figure><\/div>\n\n\n<p>ClickUp Chat also supports rich media\u2014GIFs, file uploads, embeds, threaded replies, and reactions, making cross-departmental or client-vendor collaboration seamless.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-clickup-best-features\">ClickUp best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create, organize, and share client briefs, onboarding docs, and reports directly inside your workspace with <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a><\/li>\n\n\n\n<li>Visualize project scope, timelines, and client workflows collaboratively using <a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a><\/li>\n\n\n\n<li>Capture meeting notes, client feedback, and task updates instantly with <a href=\"https:\/\/clickup.com\/brain\/talk-to-text\">Talk to Text<\/a><\/li>\n\n\n\n<li>Structure deliverables, approvals, dependencies, and milestones with fully customizable <a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a><\/li>\n\n\n\n<li>Connect your CRM, file storage, communication, and development tools using <a href=\"https:\/\/clickup.com\/integrations\">ClickUp Integrations<\/a> to centralize client data and keep every project in sync<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-clickup-limitations\">ClickUp limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The wide range of features can be overwhelming for first-time users&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"13-clickup-pricing\">ClickUp pricing<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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We\u2019ve been using it since 2018, and it\u2019s incredibly flexible for managing both internal workflows and client projects. The customizable views (List, Board, Calendar, etc.) and detailed automation options save us hours each week. Plus, their frequent feature updates show they\u2019re serious about improving the platform.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-8b7002d9-e078-4586-b4c1-5d2d5bcae081\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udee0 Learn: <\/strong><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-client-portal-in-clickup\/\">How to Create Client Portals Using ClickUp (+Templates)<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"16-2-mondaycom-best-for-teams-that-need-flexible-permissioned-client-collaboration\">2. monday.com (Best for teams that need flexible, permissioned client collaboration)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"837\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577-1400x837.png\" alt=\"monday.com dashboard: Project Management Software With Client Portal\" class=\"wp-image-591237\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577-1400x837.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577-300x179.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577-768x459.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577-1536x918.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577-700x418.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-577.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/monday.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">monday.com<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>monday.com is a customizable, cloud-based project management platform that lets you design workflows, track tasks, and build simple apps without code.<\/p>\n\n\n\n<p>You can invite clients as \u201cGuests\u201d to specific boards, so they only see what\u2019s relevant to them. Your internal planning, private notes, and other projects stay completely hidden. This setup <span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">serves as a lightweight&nbsp;<a href=\"https:\/\/clickup.com\/blog\/client-portal-examples\/\" target=\"_blank\">client portal example<\/a>, providing clients with<\/span> controlled visibility into deliverables while internal workflows remain protected.<\/p>\n\n\n\n<p>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).<\/p>\n\n\n\n<p>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\u2019s AI Blocks. Turn each board into an embedded early-warning system.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-mondaycom-best-features\">monday.com best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Automate project workflows to route updates, status changes, and notifications across teams using configurable rules<\/li>\n\n\n\n<li>View team capacity in real time using the Workload Widget that aggregates assigned tasks by owner and timeline<\/li>\n\n\n\n<li>Create intake forms that map submitted fields directly into board columns and generate new items automatically<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"18-mondaycom-limitations\">monday.com limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Time tracking\u2013related automations are relatively limited, which can be restrictive for teams in billing, budgeting, and financial reporting<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-mondaycom-pricing\">monday.com pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Personal: <\/strong>Free<\/li>\n\n\n\n<li><strong>Standard: <\/strong>$14\/month per user<\/li>\n\n\n\n<li><strong>Pro:<\/strong> $24\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-mondaycom-ratings-and-reviews\">monday.com ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (14,760+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (5,600+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-what-are-real-life-users-saying-about-mondaycom\">What are real-life users saying about monday.com?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/monday-com\/reviews\/monday-work-management-review-10714554\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>As a fractional HR manager and business owner, I\u2019ve been using monday.com for over 5 years, and it has been a game-changer in how I manage my business and support my clients. Whether you\u2019re looking to streamline your recruiting process, manage client relationships, or keep your team on the same page, monday.com does it all\u2014and then some!<\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-538d937c-05fd-428e-ac51-5d8383382a92\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udcee ClickUp Insight: <\/strong><em>More than half of our survey respondents type into three or more tools daily, battling \u201c<a href=\"https:\/\/clickup.com\/blog\/ai-sprawl\/\"><strong>app sprawl<\/strong><\/a>\u201d and scattered workflows.<\/em><\/p>\n\n\n\n<p>While it may feel productive and busy, your context is simply getting lost across apps, not to mention the energy drain from typing. <a href=\"https:\/\/clickup.com\/brain\/max\">Brain MAX<\/a> brings it all together: speak once, and your updates, tasks, and notes land exactly where they belong in ClickUp. <\/p>\n\n\n\n<p>No more toggling, no more chaos\u2014just seamless, centralized productivity. See how. \ud83d\udc47\ud83c\udffc<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video autoplay controls muted src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/06\/Brain-Max.mp4\"><\/video><\/figure>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?product=ai&amp;ai=true\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp Brain MAX<\/a><\/div>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-0bce5dca-1989-4f4e-996d-fa75da448747\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udc9f Bonus: <\/strong><a href=\"https:\/\/clickup.com\/blog\/monday-alternatives\/\">Best monday.com Alternatives and Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"22-3-asana-best-for-teams-running-parallel-internal-and-client-workflows\">3. Asana (Best for teams running parallel internal and client workflows)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1368\" height=\"768\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-570.png\" alt=\"Asana dashboard\" class=\"wp-image-591230\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-570.png 1368w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-570-300x168.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-570-768x431.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-570-700x393.png 700w\" sizes=\"auto, (max-width: 1368px) 100vw, 1368px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/asana.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Asana<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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\u2019s rough work and a separate, polished client-facing project, placing only selected deliverables into the client view.<\/p>\n\n\n\n<p>To reduce friction further, Asana\u2019s 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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"23-asana-best-features\">Asana best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Switch between list, board, timeline, and calendar views, and apply custom fields for task tracking and reporting<\/li>\n\n\n\n<li>Use project forms to collect client requests and convert submissions directly into tasks with predefined fields<\/li>\n\n\n\n<li>Monitor assigned task volume per user with Workload view and rebalance assignments across timelines<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-asana-limitations\">Asana limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Advanced reporting and client management features are locked behind high-tier plans, which can materially increase per-user cost<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-asana-pricing\">Asana pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Personal: <\/strong>Free<\/li>\n\n\n\n<li><strong>Starter: <\/strong>$10.99\/month per user<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$24.99\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-asana-ratings-and-reviews\">Asana ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (12,800+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (13,450+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-what-are-real-life-users-saying-about-asana\">What are real-life users saying about Asana?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/asana\/reviews\/asana-review-12153569\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I like using Asana\u2019s digital features and resources because they allow me to manage my projects and workflows efficiently and professionally, facilitating collaboration and professional input from all members of my business to organize my tasks.<\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-57469721-ab15-4639-87f8-1e4edc6fbb70\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udc40 Did You Know?<\/strong> In 2001, the <a href=\"https:\/\/agilemanifesto.org\/principles.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Agile Manifesto<\/a> was published, shifting project management from rigid waterfall planning to adaptive, iterative delivery. This marked a cultural transformation from a more documentation-heavy bureaucracy to greater collaboration, flexibility, and continuous delivery.<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-3bb62296-a21b-4fd2-aaa8-e2e4132c3413\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcda Also Read: <\/strong><a href=\"https:\/\/clickup.com\/blog\/asana-alternatives\/\">Best Asana Alternatives and Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"28-4-teamworkcom-best-for-agencies-managing-many-retainer-clients\">4. Teamwork.com (Best for agencies managing many retainer clients)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"877\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587-1400x877.png\" alt=\"Teamwork.com dashboard: Project Management Software With Client Portal\" class=\"wp-image-591247\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587-1400x877.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587-768x481.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587-1536x962.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587-700x438.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-587.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.teamwork.com\/blog\/project-dashboard\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Teamwork.com<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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\u2019s status, priority, billing stage, or owner.<\/p>\n\n\n\n<p>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\u2019s who and what\u2019s in motion.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-teamworkcom-best-features\">Teamwork.com best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log all file-level comments, client approvals, and team revisions in a single activity stream tied to each task or asset<\/li>\n\n\n\n<li>Customize your client forms to reflect your company\u2019s brand identity, including logos, colors, and banners<\/li>\n\n\n\n<li>Trigger automations based on task dates to send emails or update statuses for internal users and clients<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-teamworkcom-limitations\">Teamwork.com limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The platform can feel fragmented, with multiple spaces for projects, planning, and documentation, increasing navigation overhead and context switching<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-teamworkcom-pricing\">Teamwork.com pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Deliver: <\/strong>$13.99\/month per user<\/li>\n\n\n\n<li><strong>Grow: <\/strong>$25.99\/month per user<\/li>\n\n\n\n<li><strong>Scale:<\/strong> Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-teamworkcom-ratings-and-reviews\">Teamwork.com ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (1,200+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (910+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"33-what-are-real-life-users-saying-about-teamworkcom\">What are real-life users saying about Teamwork.com?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/teamwork-com\/reviews\/teamwork-com-review-10847534\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>We run our entire digital marketing agency (25+ team members) with Teamwork since switching from Asana nearly 2 years ago, and haven&#8217;t looked back. Our monthly retainer clients are entered as projects with monthly budgets that are directly linked to estimated task times and the logged and billable time entered by our team.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-1d05257a-3e6a-46bc-84c7-c6be723053e9\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\u2b50 Bonus: <\/strong>Here\u2019s how to create a winning client presentation that lands you dream customers.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Create a Winning Client Presentation That Lands You Business (Template + Tips) | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/L23p_UxPG2g?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"34-5-wrike-best-for-enterprise-client-delivery-at-scale\">5. Wrike (Best for enterprise client delivery at scale)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"811\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-588-1400x811.png\" alt=\"Wrike dashboard : Project Management Software With Client Portal\" class=\"wp-image-591248\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-588-1400x811.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-588-300x174.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-588-768x445.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-588-700x405.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-588.png 1537w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.wrike.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Wrike<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Struggling to control enterprise-scale client delivery with scattered requests, shifting scopes, and slow handoffs? Wrike, an AI-powered work management platform, can help.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-wrike-best-features\">Wrike best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Provide a fully integrated <a href=\"https:\/\/clickup.com\/blog\/client-portal-software\/\">client portal software<\/a> within the same workspace used by internal teams, allowing your clients to view project progress, timelines, and deliverables in real time<\/li>\n\n\n\n<li>Share detailed project overviews using live Gantt charts, Kanban boards, table views, and dashboards that update automatically as work progresses<\/li>\n\n\n\n<li>Apply granular access roles to define exactly what clients can view, edit, comment on, or upload<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-wrike-limitations\">Wrike limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Complex automation chains and permission models often require a dedicated admin to prevent notification sprawl and workflow breakage<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-wrike-pricing\">Wrike pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Team: <\/strong>$10\/month per user<\/li>\n\n\n\n<li><strong>Business: <\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n\n\n\n<li><strong>Pinnacle: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"38-wrike-ratings-and-reviews\">Wrike ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.2\/5 (4,470+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.4\/5 (2,860+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-what-are-real-life-users-saying-about-wrike\">What are real-life users saying about Wrike?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/wrike\/reviews\/wrike-review-12004685\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Wrike centralizes client work, approvals, and task ownership so our 5-person team isn\u2019t chasing threads across email and chat. Dashboards and workload views give me a real-time picture of project health, and automations remove repetitive follow-ups so we move faster without growing headcount.<\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-57b8d5ef-586f-486c-8537-02cd4c9a724e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\ude80 ClickUp Advantage<\/strong>: With <a href=\"https:\/\/clickup.com\/features\/clips\">ClickUp Clips<\/a>, you can record short screen or camera videos to explain deliverables, walk clients through changes, and keep clients aligned asynchronously. Clients can watch, comment, and respond directly on the Clip\u2014without meetings, long threads, or misinterpretation.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"750\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-589.png\" alt=\"ClickUp Clips: Project Management Software With Client Portal\" class=\"wp-image-591249\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-589.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-589-300x188.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-589-768x480.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-589-700x438.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Enhance collaboration asynchronously by recording your screen or sharing voice clips with ClickUp Clips<\/figcaption><\/figure><\/div>\n\n\n<p>This is especially useful at scale, where quick visual context often replaces multiple approval cycles and keeps client delivery moving without slowing teams down.<\/p>\n\n\n<\/div>\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-2aa9d321-8322-4729-b8e0-86789a717bc1\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udc9f Bonus: <\/strong><a href=\"https:\/\/clickup.com\/blog\/wrike-alternatives\/\">We Tested the Best Wrike Alternatives &amp; Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"40-6-onedesk-best-for-support-heavy-or-ticket-driven-client-work\">6. OneDesk (Best for support-heavy or ticket-driven client work)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"934\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-574-1400x934.png\" alt=\"DPM dashboard \" class=\"wp-image-591234\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-574-1400x934.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-574-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-574-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-574-700x467.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-574.png 1480w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/onedesk.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">OneDesk<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>OneDesk is a help desk, project management, and professional services automation software.<\/p>\n\n\n\n<p>It lets you show clients the exact lifecycle stage of their requests. Instead of a vague \u201cIn Progress,\u201d they can see precisely where work stands, whether it\u2019s In Queue, Developing, or in Quality Assurance, directly within the platform.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-onedesk-best-features\">OneDesk best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use built-in messaging threads inside the platform for real-time, client-visible conversations tied to tickets and tasks<\/li>\n\n\n\n<li>Offer customizable ticket and request forms with required fields and routing rules to capture and route client requests<\/li>\n\n\n\n<li>Personalize the appearance of your portal with your logos and colors &#8211; no coding required<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-onedesk-limitations\">OneDesk limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Role-based permission controls lack granularity, forcing teams to grant full admin access for basic autonomy<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"43-onedesk-pricing\">OneDesk pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Standard: <\/strong>$26.99\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$31.99\/month per user<\/li>\n\n\n\n<li><strong>HIPAA-Enabled: <\/strong>$46.99\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-onedesk-ratings-and-reviews\">OneDesk ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.2\/5 (30+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-what-are-real-life-users-saying-about-onedesk\">What are real-life users saying about OneDesk?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/onedesk-onedesk\/reviews\/onedesk-review-6876234\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>The best thing about OneDesk is that we get multiple features in one place, including customer management tools, a helpdesk, project management tools, and workflow automation. It allows us to use one software for multiple purposes.<\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"46-7-celoxis-best-for-budget-sensitive-high-stakes-client-projects\">7. Celoxis (Best for budget-sensitive, high-stakes client projects)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"788\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572-1400x788.png\" alt=\"Celoxis dashboard : Project Management Software With Client Portal\" class=\"wp-image-591232\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572-1400x788.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572-300x169.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572-768x432.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572-1536x864.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572-700x394.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-572.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.celoxis.com\/features\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Celoxis<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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&#8217;s native.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-celoxis-best-features\">Celoxis best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Collate project requests from email, forms, and manual submissions and sort them based on your business KPIs<\/li>\n\n\n\n<li>Track team capacity using real-time workload charts that factor in shifts, holidays, and availability, with alerts for overload conditions<\/li>\n\n\n\n<li>Configure automatic email alerts for milestones, tasks, and project updates, with notifications managed directly from the dashboard<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"48-celoxis-limitations\">Celoxis limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The platform is reported to have a steep initial learning curve, with extensive configuration and process discipline required before teams see consistent value<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-celoxis-pricing\">Celoxis pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Core: <\/strong>$10\/month per user<\/li>\n\n\n\n<li><strong>Essential:<\/strong> $25\/month per user<\/li>\n\n\n\n<li><strong>Professional:<\/strong> $35\/month per user<\/li>\n\n\n\n<li><strong>Business: <\/strong>$45\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-celoxis-ratings-and-reviews\">Celoxis ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.6\/5 (430+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.4\/5 (320+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-what-are-real-life-users-saying-about-celoxis\">What are real-life users saying about Celoxis?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/celoxis\/reviews\/celoxis-review-12074109\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>What I like best about Celoxis is how clearly it shows project schedules, workloads, and dependencies all in one place. It gives a real view of what is happening across every project, so nothing slips through the cracks. The dashboard makes it easy to see risks early, keep teams aligned, and make better decisions without digging through spreadsheets.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-25eedd24-426f-4f52-8b9e-4d3235f69f53\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcda Also Read:<\/strong> <a href=\"https:\/\/clickup.com\/blog\/client-project-management\/\">Best Strategies to Handle Client Project Management<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"52-8-notion-best-for-building-a-single-client-facing-command-center\">8. Notion (Best for building a single client-facing command center)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"803\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575-1400x803.png\" alt=\"Notion dashboard \" class=\"wp-image-591236\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575-1400x803.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575-300x172.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575-768x441.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575-1536x881.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575-700x402.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-575.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.notion.com\/templates\/crm-project-dashboard\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Notion<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Notion is an all-in-one digital workspace that you can use to brainstorm ideas, plan project roadmaps, and track work end-to-end.<\/p>\n\n\n\n<p>At its core, you can link tasks to projects and highlight a live progress bar on your <a href=\"https:\/\/clickup.com\/blog\/client-dashboard\/\">client dashboard<\/a> that automatically calculates completion based on sub-tasks. This gives all stakeholders a clear, always-up-to-date view of how work is progressing.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>All of this can be presented as a single, client-facing hub using reusable <a href=\"https:\/\/clickup.com\/blog\/client-portal-templates\/\">client portal templates<\/a>. You can embed the project timeline, a Google Drive folder, a Loom welcome video, and even current invoices on one page.<\/p>\n\n\n\n<p>With Notion AI, you can search across thousands of pages to summarize a specific client\u2019s history or automatically populate database fields from a project brief. This keeps documentation and delivery tightly aligned without manual synthesis.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"53-notion-best-features\">Notion best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Monitor projects using flexible databases with custom properties and multiple views, including table, board, and timeline<\/li>\n\n\n\n<li>Create collaborative project documentation, briefs, PRDs, and updates using shared docs that live alongside project data<\/li>\n\n\n\n<li>Publish client-facing project pages and workspaces using Notion Sites, with configurable sharing and access controls<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"54-notion-limitations\">Notion limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Performance can degrade on large or complex pages, while limited offline access may affect teams working without stable connectivity<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"55-notion-pricing\">Notion pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Plus: <\/strong>$12\/month per user<\/li>\n\n\n\n<li><strong>Business:<\/strong> $24\/month per user<\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"56-notion-ratings-and-reviews\">Notion ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.6\/5 (9,100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (2,650+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"57-what-are-real-life-users-saying-about-notion\">What are real-life users saying about Notion?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/notion\/reviews\/notion-review-12175782\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Notion is by far the best tool I\u2019ve used for bringing my projects, ideas, and tasks all into a usable space without overwhelm or clutter. The databases are incredibly robust, and using the views to get actionable insights or quickly create a personal dashboard has been invaluable. I\u2019ve also recently started trying the AI Agents, but so far they\u2019ve been both helpful and genuinely exciting to use.<\/p><\/blockquote><\/div>\n\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-dea141c7-86d9-447b-b131-69e8136628b0\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\ude80 ClickUp Advantage:<\/strong> While Notion helps you build a client-facing command center, ClickUp goes a step further by keeping collaboration <em>live<\/em> and <em>actionable<\/em> inside the workflow itself.<\/p>\n\n\n\n<p>With <a href=\"https:\/\/clickup.com\/features\/sync-up\">ClickUp SyncUps<\/a>, teams and clients can jump into real-time, contextual conversations tied directly to tasks, docs, or timelines. There\u2019s no need to send clients to a static dashboard or wait for async updates to be read.<\/p>\n\n\n\n<p>The result? Faster decisions, fewer status meetings, and less manual follow-up\u2014because discussions, updates, and next steps happen in the same place where work is actually getting done.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"454\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-590.png\" alt=\"Real-time client collaboration motion with ClickUp SyncUps: Project Management Software With Client Portal\" class=\"wp-image-591250\" style=\"width:344px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-590.png 500w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-590-300x272.png 300w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><figcaption class=\"wp-element-caption\">Real-time client collaboration motion with ClickUp SyncUps<\/figcaption><\/figure><\/div>\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"58-9-trello-best-for-simple-low-friction-client-visibility\">9. Trello (Best for simple, low-friction client visibility)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"554\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581-1400x554.png\" alt=\"Trello dashboard \" class=\"wp-image-591241\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581-1400x554.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581-300x119.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581-768x304.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581-1536x608.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581-700x277.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-581.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/trello.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Trello<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.&nbsp;<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Trello doesn\u2019t offer a dedicated client portal out of the box. However, you can use Power-Ups, Trello\u2019s add-ons and integrations, to introduce automation, permissions, and visibility controls.<\/p>\n\n\n\n<p>This lets you expose only selected cards or columns to clients within a board, creating a lightweight, low-friction client view without overwhelming them.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"59-trello-best-features\">Trello best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Share specific boards or cards with external stakeholders using third-party Power-Ups that generate secure, view-only links without requiring a Trello account<\/li>\n\n\n\n<li>Control which projects are exposed to clients by isolating work into dedicated boards and limiting external visibility at the board level<\/li>\n\n\n\n<li>Embed Trello boards or card views inside external portal tools or client hubs alongside documents, links, and other shared resources<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"60-trello-limitations\">Trello limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Advanced reporting and dependencies typically require paid power-ups or external integrations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"61-trello-pricing\">Trello pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Standard: <\/strong>$5\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$10\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"62-trello-ratings-and-reviews\">Trello ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (13,880+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (23,425+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"63-what-are-real-life-users-saying-about-trello\">What are real-life users saying about Trello?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/trello\/reviews\/trello-review-12117601\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>I like using Trello for project and task management because it helps me handle multiple tasks at once and makes it easy to review. I enjoy the workspaces and time tracking features. We manage multiple projects simultaneously by creating separate workspaces for each client. For various tasks, we create boards to easily manage everything.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-1efd703d-d2fe-4d50-b539-de2e17d8e394\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udc9f Bonus: <\/strong><a href=\"https:\/\/clickup.com\/blog\/trello-alternatives\/\">Best Trello Alternatives and Competitors<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"64-10-bonsai-best-for-freelancers-and-small-service-teams-\">10. Bonsai (Best for freelancers and small service teams)&nbsp;<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"799\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580-1400x799.png\" alt=\"Bonsai dashboard: Project Management Software With Client Portal\" class=\"wp-image-591240\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580-1400x799.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580-300x171.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580-768x438.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580-1536x876.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580-700x399.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-580.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hellobonsai.com\/client-portal\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bonsai<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>Bonsai is a business management platform that gives you a centralized hub for organizing client projects, documents, contracts, and invoices.<\/p>\n\n\n\n<p>You can create task lists, apply <a href=\"https:\/\/clickup.com\/blog\/client-management-templates\/\">client management templates<\/a>, set due dates, and receive email reminders, keeping delivery lightweight and predictable.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"65-bonsai-best-features\">Bonsai best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>See who\u2019s working on what and reschedule on the spot based on real-time reporting on workload, capacity, and task status<\/li>\n\n\n\n<li>Share projects with configurable client permissions, enabling comments, reviews, and collaboration directly on work items<\/li>\n\n\n\n<li>Track budgets, time entries, and financial performance as your teams log work and progress through tasks<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"66-bonsai-limitations\">Bonsai limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client onboarding workflows across proposals, contracts, invoicing, and questionnaires aren\u2019t fully automated and often require manual approvals<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"67-bonsai-pricing\">Bonsai pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic: <\/strong>$15\/month per user<\/li>\n\n\n\n<li><strong>Essentials: <\/strong>$25\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$39\/month per user<\/li>\n\n\n\n<li><strong>Elite: <\/strong>$59\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"68-bonsai-ratings-and-reviews\">Bonsai ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.3\/5 (100+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.6\/5 (90+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"69-what-are-real-life-users-saying-about-bonsai\">What are real-life users saying about Bonsai?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/bonsai\/reviews\/bonsai-review-9833370\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>It\u2019s incredible to send contracts, proposals, invoices, and forms to clients all in the same platform. I love that Bonsai is a one-stop shop for freelancers and small businesses. I use Bonsai almost every day for my business. Their support team is very helpful and quick to respond to any issues I may have encountered.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-30ee572c-d1b7-4988-a6c8-4a2965720270\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcda Read More: <\/strong><a href=\"https:\/\/clickup.com\/blog\/client-onboarding\/\">The 8-Step Client Onboarding Process with Templates<\/a><\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"70-11-dock-best-for-branded-onboarding-and-portals-\">11. Dock (Best for branded onboarding and portals)&nbsp;<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"664\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578-1400x664.png\" alt=\"Dock dashboard \" class=\"wp-image-591238\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578-1400x664.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578-300x142.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578-768x364.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578-1536x729.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578-700x332.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-578.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.dock.us\/solutions\/project-management-client-portal\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Dock<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"71-dock-best-features\">Dock best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>White-label your client portals with your company\u2019s logo, banner, brand colors, and website domain to provide a cohesive, on-brand experience<\/li>\n\n\n\n<li>Analyze client engagement using workspace-level analytics, including views, interactions, and time spent on shared assets<\/li>\n\n\n\n<li>Share deliverables, resources, and embedded content (files, links, dashboards, videos) in a secure, collaborative workspace<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"72-dock-limitations\">Dock limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Proposal configurator and portal design tools lack depth for advanced customization<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"73-dock-pricing\">Dock pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free<\/strong><\/li>\n\n\n\n<li><strong>Standard: <\/strong>$350\/month per user<\/li>\n\n\n\n<li><strong>Premium: <\/strong>$750\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"74-dock-ratings-and-reviews\">Dock ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (430+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"75-what-are-real-life-users-saying-about-dock\">What are real-life users saying about Dock?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/dock\/reviews\/dock-review-12137927\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Dock is easy to use and intuitive for both our internal team and clients. The built-in chat support is a standout, and it\u2019s accessible, responsive, and genuinely helpful whenever questions come up. Most importantly, Dock brought structure and clarity to our onboarding process that we did not have with our previous email-driven approach.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-3482ee8f-abdb-4b6a-b16d-198e4defa646\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\u2b50 Bonus: <\/strong>Here\u2019s a quick snapshot of the best client portal software with project management features \ud83d\udc47<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Best Client Portal Software for Agencies and Teams | Secure, Branded, Integrated | ClickUp\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/n1HZe68EXio?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-77e506f8-3863-45e8-875b-a898c3e20db9\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udc40 Did You Know? <\/strong>Modern project management traces back to <a href=\"https:\/\/www.sciencedirect.com\/topics\/engineering\/taylorism\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Frederick Winslow Taylor<\/a>, who introduced <em>scientific management<\/em> in the early 20th century. His work focused on optimizing workflows, task efficiency, and labor productivity. These principles later shaped structured project planning.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"76-12-fusebase-best-for-document-heavy-deal-room-style-engagements-\">12. FuseBase (Best for document-heavy, deal-room-style engagements)&nbsp;<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"776\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-568.png\" alt=\"FuseBase dashboard: Project Management Software With Client Portal\" class=\"wp-image-591228\" style=\"width:700px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-568.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-568-300x194.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-568-768x497.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-568-700x453.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/thefusebase.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">FuseBase<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>FuseBase is an all-in-one collaboration platform that acts as a bridge between your internal workspace and your client\u2019s experience.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Each portal can include its own AI agent, trained exclusively on that client\u2019s shared content. These agents act as a 24\/7 concierge, answering questions like \u201cWhen is the next milestone?\u201d or \u201cWhat was the feedback on the last design?\u201d using the portal\u2019s own data.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"77-fusebase-best-features\">FuseBase best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set up dedicated deal rooms and project spaces that consolidate discussions, files, contracts, and activity history for each client or engagement<\/li>\n\n\n\n<li>Configure AI agents trained on shared content to answer questions, extract information, and automate routine portal interactions<\/li>\n\n\n\n<li>Monitor workspace usage and client activity with built-in analytics, access tracking, and permission controls<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"78-fusebase-limitations\">FuseBase limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Performance and reliability issues have been reported, with bug fixes and requested improvements sometimes taking longer than expected to ship<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"79-fusebase-pricing\">FuseBase pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Solo: <\/strong>$39\/month per user<\/li>\n\n\n\n<li><strong>Essentials: <\/strong>$99\/month per user<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>$332\/month per user<\/li>\n\n\n\n<li><strong>Unlimited: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"80-fusebase-ratings-and-reviews\">FuseBase ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.7\/5 (105+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.7\/5 (170+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"81-what-are-real-life-users-saying-about-fusebase\">What are real-life users saying about FuseBase?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/fusebase\/reviews\/fusebase-review-11701313\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>What I find most useful is the sleek style and use of the client portals. It is web-based and operates almost like a personalized website with a login. That is just the client-facing portal. It also has an admin and user backend with granular user rights. The backend is a workspace for admins\/users and teams. This is where you store uploaded files, add tasks, and even embeds. Then you can choose to link these, or show these on the customer-facing portal.<\/p><\/blockquote><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"82-13-smartsheet-best-for-spreadsheet-native-client-reporting\">13. Smartsheet (Best for spreadsheet-native client reporting)<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"733\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579-1400x733.png\" alt=\"Smartsheet dashboard\" class=\"wp-image-591239\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579-1400x733.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579-300x157.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579-768x402.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579-1536x804.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579-700x367.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/02\/image-579.png 1600w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.smartsheet.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Smartsheet<\/a><\/figcaption><\/figure><\/div>\n\n\n<p>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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>To make progress easy to understand, you can create client-facing dashboards with real-time charts and summaries. Smartsheet\u2019s AI tools can help generate visualizations, summarize task status, and translate or rewrite content, so clients get clarity without manual reporting.<\/p>\n\n\n\n<p>Smartsheet adapts to your team\u2019s workflow, whether you follow Agile, Waterfall, or a hybrid methodology.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"83-smartsheet-best-features\">Smartsheet best features<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Share sheets and reports with external users through controlled permissions and form-based access<\/li>\n\n\n\n<li>Use Smartsheet\u2019s pre-built form to collect, filter, require key fields, and view any client work requests<\/li>\n\n\n\n<li>Set up versatile workflows with multiple actions and conditions across devices and communication platforms, or apps like Teams and Slack<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"84-smartsheet-limitations\">Smartsheet limitations<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"85-smartsheet-pricing\">Smartsheet pricing<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Pro: <\/strong>$12\/month per user<\/li>\n\n\n\n<li><strong>Business: <\/strong>$24\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>Custom pricing<\/li>\n\n\n\n<li><strong>Advanced: <\/strong>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"86-smartsheet-ratings-and-reviews\">Smartsheet ratings and reviews<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>4.4\/5 (21,370+ reviews)<\/li>\n\n\n\n<li><strong>Capterra: <\/strong>4.5\/5 (3,460+ reviews)<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"87-what-are-real-life-users-saying-about-smartsheet\">What are real-life users saying about Smartsheet?<\/h4>\n\n\n\n<p>A <a href=\"https:\/\/www.g2.com\/products\/smartsheet\/reviews\/smartsheet-review-12137333\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">G2 user<\/a> says:<\/p>\n\n\n\n<div class=\"wp-block-clickup-clickup-author-quote cu-author-quote undefined\"><blockquote class=\"cu-author-quote__quote\"><p>Smartsheet offers a wide range of tools to work efficiently. There are a lot of features I haven&#8217;t fully discovered yet, but everything feels easy and straightforward to use. The best way to describe it is Excel on steroids.<\/p><\/blockquote><\/div>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-d2b645b8-219f-4110-a174-ed78a6099ed5\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udcca Discover: <\/strong><a href=\"https:\/\/clickup.com\/blog\/smartsheet-alternatives\/\">Best Smartsheet Alternatives &amp; Competitors for Project Management<\/a><\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"88-rethink-delivery-with-project-management-software-with-client-portals\">Rethink Delivery With Project Management Software With Client Portals<\/h2>\n\n\n\n<p>Client work often turns into an endless loop of updates, explanations, and context rebuilding. <\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>ClickUp combines client portals with contextual AI, automations, dashboards, secure file sharing, and structured workflows inside one connected workspace.<\/p>\n\n\n\n<p>Ready to get started? <a href=\"https:\/\/app.clickup.com\/signup\">Sign up on ClickUp for free<\/a> \u2705<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2019re managing work and managing expectations at the same time, with no single source of truth. [&hellip;]<\/p>\n","protected":false},"author":125,"featured_media":76346,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[223],"tags":[],"class_list":["post-76345","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/09\/Project-Management-General-\u2014-Blue-1.png","author_info":{"display_name":"Engineering Team","author_link":"https:\/\/clickup.com\/blog\/author\/engineering\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>13 Best Project Management Software With Client Portals | ClickUp<\/title>\n<meta name=\"description\" content=\"Explore the top 10 project management software with client portals. 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