Best Client Portal
We do not choose a winner because it is a collection of the best one, we consider that they all have their advantages and that they are adapted to many different needs.
However, the rating we give them highlights the ones we consider the best.
Control the chaos of managing client business
With Moxo you can effortlessly manage external projects with streamlined digital workflows that cover everything from getting new accounts, to onboarding, and servicing. Work hand in hand with your customers, partners, and vendors to achieve common goals, keep track of progress, exchange necessary documents, obtain approvals, and so much more. PROS:
- Interactive and user-friendly interface
- Smart task management system with features like subtasks and due dates
- Allows collaboration and real-time progress tracking for teams
- Advanced features such as time tracking and file attachments
- Integration with popular productivity tools like Google Calendar and Slack
CONS:
- Limited customization options for task views and interface
- Some advanced features may require upgrading to an expensive plan
- It may be difficult at first for users new to task management tools
- The mobile app interface could be more optimized for smaller screens
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