Client Portal Reviews and Details

Social recommendations and mentions

• Looking for a donor dashboard/member portal for small nonprofit

  I've looked into client-portal.io, GiveWP, gravity forms, WP customer area, and memberpress, but unless I'm mistaken, they all are missing a feature, too expensive, etc. Source: almost 3 years ago

• Help! What plug-in to use for giving all “subscribers” different documents to download.

  Most user portal plugins can do this e.g. client-portal.io. Source: about 3 years ago

• [HELP] Creating a private area where a user can only see their associated files

  What do you mean “adapts to each user”? Like a client portal? https://client-portal.io. Source: over 3 years ago

• No code website options for productized service

  Thanks! I’m pretty well versed in Wordpress, have built a number of sites with it. I wasn’t sure how to handle the customer portal, but I just found this which looks like it would work, https://client-portal.io/. Source: about 4 years ago

• Please Urgently Need Help If Somebody Know How To Add this Functionality

  Https://client-portal.io/ does most of what you're after. Source: over 4 years ago

• Multiple Clients Portal Plugins Recommendation

  I've seen client-portal.io as well. What is your experience with it? Like in term of functions 'cause I heard it's just very basic portal. Source: over 4 years ago

• I know of 1 or 2 good document management plugins for WP, but I need one where users can log in, create their own accounts and do doc admin themselves. Does this exist?

  Maybe something like https://client-portal.io/. Source: over 4 years ago

• Open source alternative for client portals such as client-portal.io

  I am looking for an open-source client portal solution such as client-portal.io (closed source) in order to set it up for a freelance-gig. I would love to hear your experiences. Source: almost 5 years ago

• Client portal recommendations please

  You have an incredibly specific request. The more integrations you are after, the more custom and more expensive you are looking at. Which is fine, but have that in mind. I recently settled on https://client-portal.io/ which does a basic job, and you could possibly use embeds in the content pages. If you're doing this yourself, I would look at the minimum thing that you can use and then build from there. Source: almost 5 years ago

• Advice on a simple client portal

  I see that the original post was deleted, so I don't know the specifics, but just from the title I wanted to suggest https://client-portal.io/. I use it mostly to automate the client onboarding process at my agency and it works well. Source: over 5 years ago

• Self Hosted Client Portal?

  I found https://client-portal.io/, and it looks pretty nice, but I'm wondering if anyone here has any suggestions? Source: over 5 years ago

• What is the best client portal plugin for WordPress?

  Hey there! I'm looking to create simple branded client portals that allow my clients to see project docs, copies of contracts, estimates, and invoices from Square, and other needed info. I have looked around for many different platforms and have come across client-portal.io. Do you have any specific recommendations for this specific use case? I'd be using it for my remote video post-production company. Any ideas... Source: over 5 years ago

• Need help finding a wordpress plug-in

  This is paid but does exactly what you’re looking for: https://client-portal.io. Source: over 5 years ago

• Client Portal Question

  The closest solution I've found is this one. But I am not sure if there is a more efficient way. Source: over 5 years ago

• Suggestions for client content portal?

  Any old Wordpress theme will do, but you would then install a client portal plugin. There are dozens of them available, all with various functions/features. For example: WP-Client, client-portal.io. Source: over 5 years ago

• Customized Client Portal - Looking for ideas and unknowns

  I guess it depends what you want to do with it. A tool like client-portal.io is basic. I think you want to implement some features to the portal that adds value for the users. Source: over 5 years ago