Best Project Management Software With Client Portal | Top 10 [2024]

Table of Contents

Project management software with a built-in client portal changes how businesses manage projects. This kind of software combines everything in one place, making it easy for teams and clients to collaborate and share information.

Here are our top ten picks for the best project management software with client portals 👇

Best Project Management Software With Client Portal | Top 10 Picks 💡

Avaza | All-in-One Project Management Software With Client Portal

Full Review

Asana | Best for Team Projects

Full Review

Trello | Best to Task Management

Full Review

ClickUp | Best for Collaboration

Full Review

Teamwork | Best for Client Project Communication

Full Review

Easy Project | Best for Agile Workflow

Full Review

Service Provider Pro | Best for Law Firm

Full Review

Basecamp | Best for Agencies

Full Review

Wrike | Best for Accounting Firms

Full Review

OneDesk | Best for Everything Project Related

Full Review

Client experience is important in project management, and client portals greatly help improve it. These portals give clients an easy way to converse with the project team, see real-time updates, give feedback, and view project documents

When clients are more involved, they feel more like they’re part of the project, which brings satisfaction. 

Client portals also improve communication, so there’s less need for long email chains, and everyone stays updated. Consequently, decisions and problem-solving become quicker. 

Client portals keep all project information in one place, making it easier for clients to access the data they need without sifting through multiple communication channels.

What Is Project Management Software?


Project management software helps businesses organize and manage their projects. It’s like a digital control center where teams can easily plan, track progress, and work together. 

It has tools for managing tasks, time, and resources, which makes teamwork smoother. This software is important for keeping everyone well-informed, especially in tech companies, where projects can be complicated. 

It also keeps all project information in one place, allowing small businesses to stay organized, meet deadlines, and deliver high-quality work. 

In other words, project management software provides a more straightforward, user-friendly way to track projects instead of using manual spreadsheets or emails.

What Does It Mean By Project Management Software With Client Portal?


Project management software with a client portal combines regular project tools with a dedicated portal for client interaction. 

It’s a central place where project managers, team members, and clients can collaborate, share information, and see how the project is going immediately.

Unlike regular project tools, which focus on team communication and tasks, this software gives clients access. Through the client portal, clients can see project timelines, goals, and deliverables, which builds trust. 

Clients can review project files, give feedback, and talk directly to the team, skipping long emails and one-on-one meetings. This direct line of communication enables stakeholders to make quick decisions.

They can help with tasks, offer ideas, and monitor the project’s progress in real-time, which makes them feel more involved and invested in its success. 

What Should Be The Criteria For Choosing A Project Management Software With Client Portal?


Here is a list of criteria for choosing the perfect project management software with a client portal for your business.

1. Project Requirements


One of the top priorities is aligning platform features with your project requirements. 

Firstly, evaluate your team’s size and structure to ensure the software can effectively accommodate everyone. Look for tools that offer customizable workflows and task management features to streamline project execution.

Next, assess your project’s complexity and scope. For larger, more intricate projects, opt for software with rich planning and scheduling capabilities and advanced reporting and analytics. Smaller projects may benefit from simpler, more intuitive platforms prioritizing ease of use.

Consider your communication needs. Look for software that facilitates seamless collaboration between team members and clients through features like real-time messaging, team chat, file sharing, and task commenting.

Moreover, the client portal should be transparent and accessible, allowing clients to track project progress and provide hassle-free feedback.

2. Easy to Use Interface


An easy-to-use interface ensures smooth navigation and quick adoption by team members and clients alike. With distinct features and straightforward design, without extensive training or technical expertise, users can easily access,

  • Project details
  • Submit Feedback
  • Track progress 

An easy-to-use interface enables better client engagement by providing a seamless experience for accessing project updates and sharing input. 

3. Third-Party Software Integrations


Compatibility with
third-party software integrations enhances the functionality of your project management tool. It allows smooth communication and data sharing between different platforms. 

Therefore, pick software that offers many integrations with commonly used business tools like

  • CRM systems
  • Accounting software
  • Communication platforms
  • Document management systems

Integration helps streamline workflows, automates repetitive tasks, and improves overall productivity. 

You should also consider the ease of integration and the software level of support. Opt for a solution that offers straightforward integration processes and responsive customer support to ensure a smooth implementation experience. 

4. Software Scalability


Scalability means the software’s ability to grow and change as your business does. 

For small businesses, choosing software that scales effectively ensures they won’t outgrow its capabilities. Evaluating how well the software performs under increased workloads and user numbers is important. 

Scalable software should be able to manage more projects, tasks, and users without experiencing slowdowns or technical issues. This ensures that as your business expands, your project management software continues to add value and support your long-term needs.

5. Look For Transparent Pricing


When selecting project management software with a client portal, it’s crucial to
analyze pricing structures to avoid recurring and hidden fees. 

Begin by thoroughly assessing the pricing plans offered by different providers. Look beyond the initial costs and delve into the details of each plan, paying close attention to any additional fees for features or services not included in the base package.

Ensure transparency by seeking clarity on any potential hidden charges. Some providers may impose extra fees for add-ons, integrations, and exceeding usage limits. Understanding these possible costs upfront is essential to avoid surprises later on.

Prioritize software providers that offer straightforward pricing models with no hidden fees. Choosing such software will help you budget effectively and avoid unexpected financial burdens.

6. Robust Security to Protect Data


Strong security for data protection makes sure that sensitive project information remains confidential and shielded from potential breaches. 

For small businesses, data security is not just a feature; it’s necessary to safeguard valuable assets and maintain client trust.

Look for software solutions that offer,

  • Advanced encryption protocols
  • Secure login mechanisms
  • Permission-based access controls

These features ensure that only authorized users can access sensitive project data, minimizing the risk of unauthorized access or data leaks.

Additionally, seek platforms that comply with industry-standard security certifications and regulations, such as GDPR. These certifications demonstrate a commitment to data security.

7. Good Customer Reviews


Customer reviews provide valuable insights into whether the software is reliable, easy to use, and helps get things done. You want software people like because it’s easy to navigate, has great features, and has helpful customer support.

The reviews also show how well the software works for small businesses and tech lovers. Look out for comments on,

  • How easy it is to use
  • If you can customize it
  • If it makes managing projects easier

See if people talk about how the client portal works, how secure it is, and if it’s good for collaborating with others.

Top Project Management Software With Client Portals


Are you seeking a project management solution with a client portal that streamlines collaboration and enhances communication? Here is a list of top software in this regard.

  1. Avaza
  2. Asana
  3. Trello
  4. ClickUp
  5. Teamwork
  6. Easy Project
  7. Service Provider Pro
  8. Basecamp
  9. Wrike
  10. OneDesk

1. Avaza | All-in-One Project Management Tool With Client Portal


With its intuitive interface and powerful features, Avaza is one of the best project management software options for businesses of all sizes.

The client portal in Avaza serves as a central hub for communication between project teams and clients. It allows clients to access project updates, view progress reports, and provide feedback in real time. This transparency promotes trust and strengthens relationships, leading to increased client satisfaction.

What sets Avaza apart from manual methods and other project management solutions is its seamless integration of tasks, time tracking, expenses, scheduling, and invoicing within a single platform. 

Businesses don’t need to shuffle between multiple tools and spreadsheets. Avaza’s all-in-one approach streamlines project workflows, saving time and reducing errors.

With Avaza, project managers can easily create tasks, set deadlines, and assign team members. The intuitive interface offers multiple views, including Task Lists, Kanban boards, and Gantt charts, allowing for flexible project planning and organization. 

The ability to convert emails into tasks and store all important (confidential) work in Avaza simplifies communication and ensures that nothing is overlooked.

Avaza’s client collaboration features empower businesses to involve clients in the project process, from initial estimates to final invoicing.

Clients can approve estimates, track project progress, and collaborate with the project team—all within the secure client portal. This level of engagement leads to more informed decision-making and better project outcomes.

Now, let us explore some of the best features Avaza has to offer.

 

1. Client Collaboration

 


Avaza lets you invite clients to work on projects with you. Legal teams can, for example, collaborate with clients, share documents safely, and get approvals for tasks or documents.

Internal Notes in Avaza helps your team and client contacts collaborate in a common space. These notes allow your team to communicate privately, ensuring that sensitive information remains internal. 

Team members can post comments that are hidden from clients, keeping internal discussions confidential while maintaining a smooth collaboration with clients. 

 

2. Role-Based Security


With Avaza, you can assign user roles based on your business needs and easily add users to specific projects. Customize permissions to match each team member’s responsibilities so everyone has the necessary tools without compromising sensitive information. 

With role-based security, only authorized staff can access sensitive information. Consequently, it protects client data and meets privacy rules.

 

3. Task Level Permissions




Avaza offers powerful task-level permissions, giving you fine-grained control over who can see and do what in your projects. For example, you can “
restrict or allow” customer contacts to view certain project-related tasks.

You can restrict actions like creating, updating, deleting, and commenting on tasks. In short, with task-level permissions, project managers can oversee and control the flow of information within a project.

Take legal teams, for example. Legal projects often involve confidential documents that not everyone should access. Avaza’s task-level permissions ensure only designated team members can view or modify critical information. 

 

4. Email Integration


Avaza makes managing projects easier by integrating emails directly. This helps businesses stay organized and ensures they don’t miss important notices. It is beneficial for teams that handle a lot of emails about clients and internal matters like project planning. 

Avaza automatically turns relevant emails into tasks. Users can also respond to task alerts directly from their email. 

 

5. Reporting




Avaza is packed with solid reporting features that give you deep insights. It provides accurate information about project progress, time allocation, and budget utilization. 

It’s great for any business, whether you’re a firm, small company, or an enterprise. Avaza’s reporting tools provide invaluable data to help you work more efficiently.

With its helpful reports, professionals can easily see and manage resource allocation. It ensures that they count every hour and bill clients correctly. 

Furthermore, Avaza’s reports help project teams understand how teams use budgets, identify areas for improvement, and streamline overall project management.

 

6. Visual Resource Scheduling and Reporting



Avaza has a visual resource scheduling feature that helps manage resources and team workloads efficiently. 
It’s perfect for SMBs or large teams, ensuring the right people work on the right projects at the right times.

Avaza’s availability bar lets you see who’s busy and who’s not, allowing you to balance workloads more wisely. This boosts productivity and makes managing projects easier.

With Avaza’s resource scheduling reports, you gain multidimensional insight into your team’s schedule and forecasted revenue. Reviewing variances between scheduled and actual tracked time improves your planning, allowing you to adjust strategies and increase efficiency. 

 

7. Convenient Communication with Clients


Avaza is great for managing projects because of its client portal feature. This feature helps teams and businesses converse with clients easily. 

Clients can view project details and directly send feedback through the portal, meaning no longer lengthy emails or back-and-forth calls.

It improves communication between project teams and clients and clarifies things during the project. Businesses can use Avaza to handle client communications well, ensuring projects meet client demands.

 

8. Time Tracking, Client Approvals and Billing




Avaza offers seamless time tracking and billing features, making it a perfect fit for project managers to track billable hours precisely.

Team members and contractors can easily log time spent on each client project and submit them to the relevant customer contact for approval. This ensures transparency in their billing and invoicing processes. 

Generating accurate invoices based on billable time reviewed and approved by customer contact eliminates the guesswork and potential disputes over billable hours.

 

9. Document Management


Avaza helps teams store and organize all their project documents in one place, making it easy to access important files like contracts, agreements, and court filings.

You can also upload files directly to projects, tasks, and discussions, keeping everyone updated. No more searching through emails or folders; everything is securely stored and well-organized. 

Avaza natively integrates with Google Drive and Dropbox, allowing you to connect your existing document management repositories seamlessly.

 

10. Avaza Chat module




Avaza’s
Team Chat module facilitates seamless collaboration among its users. You can start direct conversations with any contact instantly. 

Channel-based chats keep your team discussions organized and focused, and task-based chat ensures all project-related communication stays linked to specific tasks. This lets you easily find relevant information. 

With mobile apps providing push notifications, you stay updated on important discussions no matter where you are. 

Avaza Chat streamlined interface and embedded replies reduce clutter so that you can concentrate on what matters. Turn chat messages into actionable tasks and keep project communications transparent and accessible, boosting your team’s productivity. 

 

11. Customer Finance portal




The
Customer Finance portal in Avaza provides clients with access to their financial history, allowing them to view quotes and invoices effortlessly. 

Customers can view their financial history, approve pending quotes, and pay outstanding invoices through the portal. This feature ensures transparency and streamlines the payment process, boosting client trust and satisfaction.

 

Avaza Online User Reviews


Avaza has 4.6 out of 5 stars and 420 reviews on Capterra as of the writing date.

Here’s what some of Avaza’s users say about their product.

Andre L
Andre L
Avaza is outstanding, giving it a 5-star rating. He rated it 5 out of 5 for ease of use, customer service, features, and value for money, and said he would definitely recommend it. According to him, it's the best app he's used for his business in the last 20 years. He liked how easy it was to set up and integrate into his business processes. Andre L. switched to Avaza from Zoho Projects because he found Zoho too complicated and Avaza was a perfect fit for his needs.
Tristan B
Tristan B
They gave it a top score of 5.0 out of 5.0 and praised its simplicity, customer service, features, and value for money. They also said they would definitely recommend it. According to Tristan B., they liked how easy it is to use and how it combines time-tracking, invoicing, and project management smoothly. Tristan B. suggested adding a few more integrations to make it even better.
Juliana W
Juliana W
Avaza deserves a shout out for their customer service. You can reach them via chat, and you usually get a reply within a few minutes. They have the best service of any vendor I've ever worked with.The task management system is robust and easy to learn, so onboarding new people is simple. And for us, a big benefit was going straight from project to invoice. No more importing or exporting information and doubling up on data entry tasks.

Try Avaza For Free


If Avaza is the right project management software for your business,
sign up to start using Avaza for free. If you need help with your Avaza subscription or want to understand our pricing better, please contact chat support or email support@avaza.com.

2. Asana


Asana is a powerful project management tool designed to streamline your team’s workflow and enhance productivity. It connects tasks, projects, and goals, providing clarity and impact at scale. 

Small businesses will find it useful to keep projects on track and ensure all team members and clients stay informed. 

Key Features,

  1. Task Management
  2. Project Tracking
  3. Custom Templates
  4. Goal Setting
  5. Real-time Collaboration
  6. File Attachments
  7. Integration with 300+ Tools
  8. Enterprise-grade Security
  9. AI-driven Insights
  10. Automated Workflows

As of the writing date, Asana has 4.5 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Joe D. found Asana excellent for communication and connectivity. Joe highlighted the ease of use, customer service, features, and value for money. According to Joe, Asana’s greatest strength lies in its ability to facilitate instant communication with peers from any location. Joe switched from Slack to Asana because of its better layout and easier management of multiple rooms.”

3. Trello


Trello empowers teams to efficiently organize and track their projects, workflows, and tasks. It utilizes a visual approach, employing boards, lists, and cards to provide a clear view of project progress and responsibilities. 

Trello allows users to customize boards to suit their specific needs.

Key Features,

  1. Boards
  2. Lists
  3. Cards
  4. Members
  5. Due dates
  6. Attachments
  7. Checklists
  8. Views (Timeline, Table, Dashboard, Calendar)
  9. Integrations
  10. Custom Fields

Currently, Trello has 4.5 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Jeroen D. found Trello to be a fantastic task management SAAS (Software as a Service). He highlighted its ease of use and excellent value for money. He praised Trello’s free version for offering sufficient capabilities for small businesses and freelancers, along with its clear and structured overview. Deployment was easy, and the platform was self-explanatory.”

4. ClickUp


ClickUp is a project management tool designed to streamline work processes and enhance collaboration. It provides a centralized platform for managing various tasks, projects, and workflows.

Key Features,

  1. Task management
  2. Project management
  3. Communication tools
  4. Whiteboards for brainstorming
  5. Document collaboration with Docs
  6. Various views for project visibility
  7. Dashboards for insights
  8. Reports for tracking progress
  9. Automation capabilities
  10. Task templates and custom fields

As of today, ClickUp has 4.6 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Esteban A. found ClickUp exceptional. He found it to be outstanding due to its visual appeal, user-friendly interface, and extensive automation capabilities. ClickUp’s features allowed Esteban to streamline customer follow-up, from tracking owed amounts to monitoring session frequency based on geographical location. While some functions were initially unclear, ClickUp significantly simplified his work life and enhanced customer management.”

5. Teamwork


Teamwork is a comprehensive solution for businesses seeking efficient project management and streamlined client communication. It provides a single platform to handle all client-related operations, ensuring clarity and efficiency in project delivery. It also offers a range of features customized to small businesses’ needs. 

Teamwork empowers businesses to drive productivity, maximize profitability, and deliver exceptional client experiences.

Key Features,

  1. Task management
  2. Resource allocation
  3. Time tracking
  4. Reporting capabilities
  5. Client communication tools
  6. Document sharing
  7. Calendar integration
  8. Customizable workflows
  9. Mobile accessibility
  10. Secure client portal

As of the writing date, Teamwork has 4.5 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.


Paul B T. found Teamwork, a stellar software for tracking projects. He lauds its versatility and user-friendliness, attributing it to increased team organization and productivity. Paul highlights the software’s task assignment, collaboration, and progress-tracking features as significant aids to their team. He appreciates the intuitive interface and affordability. Paul highly recommends Teamwork for its overall project and task management effectiveness.”

6. Easy Project


Easy Project is designed to harmonize your work environment. It adapts to various project management methodologies, such as Agile and Waterfall, and supports the IT, education, and public services sectors. 

Easy Project helps you manage tasks, collaborate efficiently, and track project progress seamlessly.

Key Features,

  1. Gantt Chart
  2. WBS (Work Breakdown Structure)
  3. Time Tracking
  4. Resource Management
  5. Portfolio Management
  6. Kanban Board
  7. SCRUM Tools
  8. HelpDesk Integration
  9. On-Premises and Cloud Options
  10. Budget Management

Currently, Easy Project has 4.3 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.


Dario C. found Easy Project to be a great tool for visual and effective project management. Dario appreciates the tool’s compatibility with PMI and IPMA standards and its flexibility, even supporting AGILE methods, which is particularly useful for managing software development projects.”

7. Service Provider Pro


Service Provider Pro is a comprehensive solution customized for growing agencies, particularly in digital marketing, SEO, and content sectors. This tool consolidates various aspects like accounts, invoices, projects, and processes into one cohesive platform, enhancing organizational efficiency and client experience. 

Key Features,

  1. Easy-to-use order form with options you can adjust.
  2. Manage invoices and billing easily.
  3. Form for new clients to join your services.
  4. Portal for clients to communicate smoothly.
  5. Inbox where your team can work together.
  6. Connect emails for instant updates.
  7. Customize fields to fit each client.
  8. Follow GDPR rules for handling data.
  9. Let clients handle subscriptions and payments.
  10. Build forms with smart logic for better interaction.

As of today, Service Provider Pro has 4.9 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Robert K. found Service Provider Pro exemplary in his review. He highlighted its ease of use, stellar customer service, rich features, and excellent value for money. He emphasized its stability, regular updates, and efficient support, making it stand out among SAAS tools. Robert appreciated its simplicity and effectiveness, noting its essential features without unnecessary add-ons.”

8. Basecamp


Basecamp is a straightforward project management tool designed to help small teams stay organized and efficient. It consolidates various project elements into a single page, ensuring that everyone knows where to find what they need and can easily collaborate. 

Key features,

  1. Centralized project management
  2. Private messaging with Pings
  3. Comprehensive project reports
  4. Notification management
  5. Detailed project timelines
  6. Integrated file sharing
  7. Task management
  8. Simplified billing
  9. Exceptional customer support
  10. Legacy product support

As of today, Basecamp has 4.3 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Tichaona Redemptor R. found Basecamp quite positive. Basecamp’s project management features streamline workflows, enhance communication, and keep projects on track. It’s a powerful toolkit for modern teams. Tichaona highlighted that Basecamp provides a single, organized space for all project-related activities, making it easy to manage discussions, tasks, files, and schedules in one place.”

9. Wrike


Wrike provides an all-inclusive platform for streamlining workflows, driving efficiency across departments, and aligning teams to achieve business goals. Its extensive customization features allow unique adaptation to any team or department’s needs. 

Key Features,

  1. Range of Views
  2. Automations
  3. Mobile apps
  4. Dashboards
  5. Proofing
  6. Request forms
  7. Enterprise-grade security
  8. 24/7 global support
  9. Easy onboarding
  10. Customizable templates

Currently, Wrike has 4.3 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Hunter S. found Wrike impressive for work projection. Overall, Hunter S. highlights its seamless usability and comprehensive features. He emphasizes the tool’s effectiveness in enhancing team collaboration and performance. Wrike’s ease of learning without extensive training stands out, enabling more united team efforts.”

10. OneDesk


OneDesk combines HelpDesk, Project Management, and Professional Services Automation. It allows users to efficiently manage tickets, projects, and customer billing from a single application in the cloud and on-premise. 

Additionally, it enables users to manage tasks, projects, and portfolios while collaborating with teams. 

Key Features,

  1. Ticketing & HelpDesk Software
  2. Project Management Software
  3. Professional Services Automation Software
  4. Customizable work views
  5. Automation capabilities
  6. Gantt, kanban, calendar, and workload views
  7. Configurable filtering, grouping, and sorting options
  8. Real-time collaboration and communication tools
  9. Industry-specific solutions and support options
  10. Extensive knowledge base and customer support resources.

As of today, Onedesk has 4.3 out of 5 stars on Capterra.

Here’s what one of the users of this tool had to say about its performance.

Magaly D. found Onedesk impressive after a year of use. With its dual functionality, it streamlined work by integrating project management and customer service ticketing into a single software. Users can efficiently manage projects and engage with customers, ensuring organized customer service operations. Onedesk received high praise for its user-friendly interface, robust features, and efficient customer service.”

Benefits Of Using Project Management Software With Client Portal


Now that we have discussed the best project management software that offers client portals, let us discuss the benefits of using one.

1. Boosting Team Efficiency


Project management software with a client portal brings everyone together on one platform to work and communicate. Team members can easily see updates, give feedback, and work on tasks together immediately.

These software programs are straightforward and easy to configure to meet your needs. They help teams work better by letting you assign tasks, track deadlines, and monitor progress. 

Using project management software with client portals reduces manual handling and makes conversing easier. This saves your team time to focus on high-priority tasks and deliverables.

2. Better Collaboration With Client


These tools provide a centralized platform for communication and sharing, enhancing collaboration between your team and clients.

Clients can see updates immediately and get notifications, so they always know how the project is going without written or verbal communication.

This openness helps build trust and makes clients feel more involved. Clients can also give feedback directly on tasks or milestones, which speeds up changes and ensures teams address their concerns quickly.

Sharing documents is simple and safe through the client portal. Hence, everyone can access the latest project files without worrying about the risk of version control.

3. Increased Accuracy


A client portal within your software lets your clients see updates and documents directly, reducing communication and data entry mistakes. 

Real-time collaboration ensures all stakeholders have the same understanding, minimizing misunderstandings and discrepancies. 

Having all project information in one secure place prevents important documents from getting lost in email threads or file-sharing platforms. 

As a result, seeing progress and deadlines as they happen helps you solve problems beforehand. 

4. Better Resource Management


These software programs offer valuable features like workload planners and resource dashboards, providing a clear picture of team capacity and project requirements. Resource management improves significantly by giving customer contacts access to project management features.

Project managers can leverage this information to balance workloads, identify potential resource shortages, and address issues proactively before they cause delays. 

Adopting this collaborative approach ensures that all stakeholders are informed and aligned, leading to more efficient and effective resource management.

5. Client Satisfaction


Keeping clients updated in real-time, communicating smoothly, and collaborating lead to satisfied clients.
It eliminates threads or missed messages. 

With a client portal, clients can see project progress instantly, give quick feedback, and share files securely. Therefore, this transparency helps build trust and confidence between the business and clients, leading to higher satisfaction levels. 

Clients feel valued when they can actively join the project, feeling like they own a part of its success. 

Smooth communication and fast feedback from the client portal ensure client needs are met promptly and accurately.

6. Increased Transparency


Implementing project management software with a client portal significantly boosts transparency, a vital asset for any business. 

The portal gives clients real-time access to project updates, milestones, and progress reports. This eliminates the need for constant back-and-forth communication, saving time for both parties.

With transparency at the forefront, clients can witness the effort invested in their projects, cultivating trust and appreciation for the team’s dedication.

7. Better Task Management


Another key benefit is the ability to
assign tasks easily and track their progress within the software. This simplifies communication and eliminates the need for meetings to check on project status.

The client portal provides a transparent view of task assignments and deadlines, keeping clients informed and engaged throughout the process. 

Additionally, project management software with a client portal often includes features like task prioritization and deadline reminders. These features ensure that teams complete important tasks on time. 

8. Budget Management


Project management software enables small businesses to:

  • Allocate resources efficiently
  • Maintain financial transparency

Users can set and monitor budgets in real time, ensuring projects stay within financial constraints. Automatic alerts and notifications inform teams about budgetary milestones, preventing overspending and enabling proactive decision-making.

These platforms also streamline invoicing processes, making it easier to promptly generate and send invoices to clients. 

Clients can access billing information through the client portal, promoting trust. Detailed financial reporting features provide insights into project costs, profitability, and resource utilization, empowering businesses to make data-driven decisions.

9. Reporting & Analytics


These platforms integrate
reporting features, offering invaluable insights into project performance and client interactions. 

From tracking project progress to analyzing resource allocation, reporting tools provide small businesses with actionable data to make informed decisions and improve workflows.

With real-time analytics, users can monitor,

  • Project timelines
  • Budget utilization
  • Task completion rates

Customizable reporting dashboards enable users to focus on the metrics most relevant to their business objectives.

Final Thoughts


Project management software with a client portal is essential for smooth communication. These platforms create a single space for teams and clients to work together, making the project process clear and efficient.

Client portals in project management software like Avaza help businesses communicate better, provide immediate updates, and manage feedback easily. This improves client involvement and builds trust through transparent progress and milestones.

A client portal makes managing documents easier, keeping the latest files accessible and securely stored. This reduces miscommunication and prevents important documents from being misplaced in emails.

Project management software with a client portal changes how businesses interact with clients, boosting collaboration, transparency, and efficiency.  Whether you’re a small business, enterprise, or tech enthusiast, this software can greatly improve project results and client satisfaction.