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Client Portal VS Simple

Compare Client Portal VS Simple and see what are their differences

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Seamless project management and collaboration for your team. featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Client Portal logo Client Portal

A client-friendly way to keep your projects organised

Simple logo Simple

Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...
  • Client Portal Landing page
    Landing page //
    2023-10-16
  • Simple Landing page
    Landing page //
    2018-10-06

Client Portal videos

+ Add

How To Add A Client Portal To Your WordPress Website Using ClientPortal - Review & Tutorial

More videos:

  • Review - Clinked Review - Is Clinked Client Portal Software Worth It?
  • Demo - Onehub Client Portal Product Demo

Simple videos

+ Add

The Truth About Simple Skin Care

More videos:

  • Review - DOCTOR V Reviews Simple | Brown/ Dark Skin of Colour | SOC
  • Review - Simple Skincare Review! Micellar Water, Cleansers, Moisturizer | Clean, Affordable Skin Care

Category Popularity

0-100% (relative to Client Portal and Simple)

Client Portal

Simple

Project Management
100 100%
Project Management
0% 0
Finance
0 0%
Finance
100% 100
Task Management
100 100%
Task Management
0% 0
Productivity
27 27%
Productivity
73% 73

User comments

Share your experience with using Client Portal and Simple. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Client Portal and Simple

Client Portal Reviews

We have no reviews of Client Portal yet.
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Simple Reviews

The 8 Best Budgeting Apps of 2020
Simple is more than a budgeting app, it is an online bank account that replaces your old checking account and has tons of useful budgeting features built-in. When your budget and your bank live in the same app, it is much easier to manage and keep everything under control because you only have one place to visit to view and manage your money.
Source: www.thebalance.com
17 Top Evernote Alternatives for Note-Taking for 2019
Here’s the lowdown: Simplenote is free across all devices; Evernote isn’t. Evernote has an adequate amount of formatting and rich text options; Simplenote doesn’t. Evernote offers web clipping, Simplenote doesn’t.
Source: www.workzone.com

Social recommendations and mentions

Based on our record, Client Portal should be more popular than Simple. It has been mentiond 16 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Client Portal mentions (16)

  • 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: 8 months 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: 12 months 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 1 year 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: almost 2 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: almost 2 years ago
View more

Simple mentions (4)

  • Closed bank closed debit card (simple.com)
    I received a refund for an item on Amazon and the debit card and bank was closed. Amazon will not reissue the refund to a different debit card and I'm clueless who to contact if there is anyone to contact since simple.com was defunct in 2021. Any help would be appreciated. Source: over 1 year ago
  • Am I selfish?
    Get a fresh bank account without him; credit unions can be good for this. Make sure it's not at a bank that he frequents...you don't want the teller to be "helpful" and clue him in on things. I used to recommend simple.com for a debit card, but they have sold out to PNC. Source: about 2 years ago
  • I never had to call Simple.
    Patience and discovering that simple.com now points to BBVA's Simple migration page. Source: about 3 years ago
  • Q about Simple hosted message center
    Prior to putting this on reddit the site showed a simple.com blue banner. Source: over 3 years ago

What are some alternatives?

When comparing Client Portal and Simple, you can also consider the following products

Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.

Money Guide Pro - Money Guide Pro is a financial planning software solution.

Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Klient - Klient is a service automation software that allows for the professional to bring the results that make more revenue for your organization.

Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.

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