Best Salesforce Project Portal Tools
Share project status, milestones, and deliverables with clients through portals connected to Salesforce. These tools pull data from your Salesforce org so project updates stay in sync with your CRM records. Well-suited for professional services and consulting firms running delivery alongside pipeline in Salesforce.
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
GuideCX
Customer onboarding platform with project visibility and automated engagement
Custom pricing
Onboarding Portal
Planhat
Customer success platform with client portals, health scoring, and revenue management
Custom pricing
Customer 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
Comparisons
6Rocketlane 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.
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.