Best Salesforce Client Portal Tools
Extend your Salesforce CRM into client-facing portals where customers and partners can access their data securely. These tools integrate with Salesforce objects to present account details, project updates, and shared documents in a branded interface. Ideal for enterprises and service firms that need to surface Salesforce data externally without building on Experience Cloud.
Accelo
Professional services automation — CRM, projects, billing, and client portals
$39/user/mo
Client Portal
ClickUp
Versatile project management platform with client-facing guest access and portals
$10/user/mo
Free tier
Project Portal
Dock
AI-powered collaborative workspaces for buyers and customers
$49/user/mo
Free tier
Client Portal
GetAccept
Digital sales room with e-signatures, proposals, and deal tracking
$25/user/mo
Digital Sales Room
Moxo
Client interaction hub for service businesses
Custom pricing
Client Portal
Rocketlane
Customer onboarding and professional services automation with branded portals
$19/user/mo
Customer Portal
Scoro
End-to-end work management for professional services with client portal add-on
$28/user/mo
Client Portal
Stacker
Build client portals and internal tools on your existing data
$79/mo
Client Portal
trumpet
Digital sales rooms and buyer enablement pods for B2B revenue teams
$44/user/mo
Free tier
Digital Sales Room
Zoho Creator
Low-code platform with dedicated client, vendor, and partner portals
$8/user/mo
Free tier
Customer Portal
Comparisons
9Rocketlane vs GuideCX: Which Is Better?
Customer onboarding and implementation platforms compared.
Rocketlane vs Dock: Which Is Better?
Customer onboarding vs sales-to-CS handoff platforms compared.
GetAccept vs Flowla: Which Is Better?
Sales room and deal closing platforms compared.
Dock vs GetAccept: Which Is Better?
Digital sales rooms for enterprise B2B sales teams compared.
Dock vs Aligned: Which Is Better?
Digital sales room platforms for B2B deal management compared.
ClickUp vs Nifty: Which Is Better?
Project management platforms with client portal access compared.
Bitrix24 vs Scoro: Which Is Better?
All-in-one work management platforms with client portals compared.
Softr vs Stacker: Airtable Portal Builders Compared
Comparing Softr and Stacker for building client portals on Airtable — pricing, features, and which to choose.
Clinked vs Moxo: Enterprise Client Portals Compared
Comparing Clinked and Moxo for secure, enterprise-grade client portals in professional services.