Phone calls and emails were the previous media of communication for business purposes. But too many phone calls and emails are distracting rather than growing your business. So keeping all communication channels faster and manage from one platform, the client portal is the secure solution.
You should use a sustainable client portal to keep safe your business data to avoid any negative impact on enterprises or customers. Customers prefer an ordinary but quick service that can be accessed smoothly from different devices.
The client portal plugin effectively meets customer requirements by handling different communication channels. You can manage your business needs and also provide great customer services.
In this article, we will be reviewing the five best WordPress client portal plugins & services for your website. You can utilize these plugins/services according to your type of business.
5 Best WordPress Client Portal Plugins
Ultimate Private Member Portal
Ultimate Private Member Portal is a bundle of features to create a member portal for your business website. This affordable plugin gives you exclusive features within the $40 price tag.
This plugin comes with a simple interface suitable for different administrative privileges. With a secured backend interface, administrators can look over the private contents. They can also customize the contents if they need to.
There is a private message option to communicate through the discussion tab with the users and clients. Users can communicate through the frontend portal which is specified for them.
Besides, users can share files privately through the private tab specified for the users. Administrators can use the backend to share files also.
The backend Private Portal tab interface is used by administrators to create multiple custom tabs. So admin can create and manage all user access to the contents on the custom tabs with predefined settings.
Admin can easily add a contact form in the desired custom tab because it includes contact form 7. Also, users can send messages or emails to clients or other users by using the contact form.
WP Freshbooks Client Portal
WP Fresh Books Client Portal offers a Freshbook invoicing platform to their clients. This platform can be used for different purposes of the WordPress website. It is the best invoice management tool you will get only $25 from the popular Codecanyon market.
Freshbooks offers a dynamic and adaptive invoicing system to their clients to view and manage the easy invoicing process. Clients can payout right away without searching the email that includes the invoice.
This plugin is integrated with the WordPress user system with advanced features. Users will get the privilege of an online payment system through this tool. It supports clients who are involved in multiple businesses at the same time.
Freshbooks perfectly syncs itself with different devices automatically. It helps to create your invoice from different devices that include a detailed invoice and current status. You will get a link to the invoice that can be shared via the Freshbooks platform.
Clinked is another best option if you want a variety of business software in one plugin. One of their product includes a client portal app. Clinked integrates the app with the WordPress website and allows the users to control the portal.
It offers such a platform to interact with the clients that are fully white-labeled. The discussion tools of this plugin allow you to share files and communicate flawlessly.
This app expands its functionalities beyond WordPress with some additional tools. You can handle your files through Google files and get update notifications. You can also get benefits of different tasks, projects, and join live chat sessions.
Maxim three users can use this app freely until switching to the paid version of the app.
Client Portal is a good WordPress plugin that provides you a secure storage place for business. This plugin offers access to do everything online that your business requires.
You can manage your client information, project operations, final deliverables, and different contracts without hassle. Effortlessly you can manage prototypes, get your invoice receipt, and more options from a single dashboard.
It allows customizing different sections depending on your business requirements directly form the beginner friendly dashboard. It includes a similar environment for you and the client to supervise any project.
Clients will get automatic generated estimations and invoices that they can pay online. Also, customers can keep track of their projects and get access to files if they grant access as an admin.
It comes with two different pricing plans with customized features.
The WP-client plugin offers an extensive web portal management system for WordPress. You can easily handle and monitor the progress of your projects because managing and creating a portal for clients with this plugin is easy.
You can create different client areas, separate staff pages, and more options by entering few data. You can also define different user roles and manage the access permissions directly from the dashboard. WP-Client is good for grant permission of secured file sharing and uploading.
Using this plugin you can create online payments for your clients and create invoices. You can also edit the invoice, and send it to your clients in a preferred format.
It is suitable for communicating with clients by sending private messages through emails. All the transactions and communication history gets saved in the dashboard.
By using the advanced file sharing option of this plugin, you can share downloadable files with speed up process. The portal plugin allows you to manage and categorizes your files with different filters & options. This tool offers you settings to create a customized logo, messaging, and more.
You will get a 14-day free trial with full features and there are four different price plans for the paid version.
Choosing the best client portal WordPress plugin for your business could be a hassling task. We have researched and reviewed outstanding plugins for you in 2020 that will surely meet your business goal.