Client Portal Software
The best 50 Client Portal Software AI tools - Free & Paid
Explore 50 AI for Client Portal Software
Carepatron AI unifies electronic health records, practice management, and billing into one platform for solo practitioners and teams. It offers patient portals, telehealth, automated scheduling, clinical templates, coding tools, and AI‑driven workflow prioritization to reduce admin workload.
Free
PortalX is an AI-driven onboarding and automation tool that enhances user engagement and efficiency. It offers real-time analytics, personalized assistance, and seamless system integration to streamline software adoption and improve user satisfaction across industries.
Free
Client Hub streamlines accounting practice management with task automation, a client portal, and document exchange. It syncs real‑time with QuickBooks Online and Xero, supports email summarization and drafting, tracks tasks and time, and offers role‑based access for teams.
Free
- $49/mo
Retainr centralizes client data, tasks, files, and tickets in one dashboard, offering white‑label branding, automated invoicing, real‑time task tracking, and integrations via Zapier and workflow automation. Mobile‑ready, secure, with a built‑in helpdesk.
Paid
- $97/mo
Chaport is an all‑in‑one customer messaging platform that delivers live chat on websites, email, and messaging apps, 24/7 chatbot automation, a knowledge base, mobile sync, and extensive integrations to streamline sales, support, and marketing.
Freemium
FuseBase provides secure branded portals for teams, clients, partners and vendors, centralizing document sharing, collaboration, task management and onboarding. Built-in AI agents automate workflows, surface knowledge, generate documentation, and handle routine client tasks with enterprise security.
Free
Portals.co is an AI-driven customer feedback platform that deploys popups and linkable forms across websites and email, auto-generates follow-up questions, aggregates responses for AI analysis, and produces summaries to surface feature requests, issues, and actionable insights.
Free trial
Real‑time employee monitoring for Windows, macOS, and Linux. Tracks screens, keystrokes, and apps, offering dashboards, analytics, and reports. Supports office, remote, hybrid, and offline modes with time‑tracking, alerts, SSO, API, and compliance‑ready data retention.
Subscription
- $3/mo
Richpanel is an AI-powered e-commerce customer service tool that provides a unified platform for multichannel support, automation, analytics, and integrations. Its advanced AI features accelerate response times, boost efficiency, and optimize customer support processes.
Free trial
White-label SEO agency platform provides a brandable dashboard to manage local and national SEO, paid campaigns, link building and web design, with AI-generated summaries, AEO/geo ranking monitoring, on-site optimization, analytics attribution and client reporting.
Paid
- starting at $104/mo
Portkey is an LLMOps platform offering a unified API and model catalog with observability, guardrails, RBAC, audit logs, prompt management, caching, routing and PII redaction to simplify multi-model integration, governance, monitoring, and cost optimization.
Free
- $49/mo
Userpilot: Empowering engagement through guided onboarding & personalized features, fostering customer retention & growth experimentation.
Free trial
- $41.58/mo
worldmonitor.app is a real-time global intelligence dashboard that overlays live signals from 500+ feeds and 65+ data providers onto an interactive map. It correlates geopolitical events, infrastructure outages, and sensor alerts with market movements for analysts, traders, and risk managers.
Freemium
PortfolioPilot aggregates all personal assets—brokerage, retirement, crypto, real‑estate, private equity—into a single dashboard, providing real‑time net‑worth tracking, automated tax optimization, scenario modeling, and AI‑driven portfolio recommendations for self‑directed investors and retirees.
Freemium
Peek is a full‑stack leasing automation platform that shortens vacancy periods and speeds lease signings. It offers 3D tours with application buttons, AI chat assistants for lead qualification, real‑time renter analytics, and automated listing distribution.
Paid
- $150/mo
AI‑powered ATS for startups and SMEs that automates candidate scoring and matching, lets recruiters build career portals without code, syncs emails with Google/Microsoft, offers an editable pipeline, filters by qualifications, and enables fast job publishing and team collaboration.
Freemium
Productlane is a customer support feedback system that centralizes communication across multiple channels, prioritizes user feedback, and provides a public roadmap. Its API integration and real-time widget streamline support tracking and engagement for B2B companies.
Freemium
Voicepanel is an AI‑native research platform that lets teams design studies, instantly recruit from a 30 million‑user global panel, and collect voice, video, and text responses. It supports multi‑language prompts, real‑time analysis, and Slack integration for rapid insights.
Freemium
- $49
Healee streamlines patient onboarding with customizable intake, rule‑based triage, and AI‑powered scheduling. It unifies telehealth, messaging, and appointment workflows, aligns clinical and admin teams, and integrates with EHR, payment and eRx systems for efficient care coordination.
Free
Onepage simplifies website creation and management, offering customizable templates, a built-in CRM for lead management, and seamless integration with external tools. Its user-friendly design ensures efficient navigation while maintaining GDPR compliance for data protection.
Free
Spot is a virtual office platform that lets remote teams see real‑time presence, walk to colleagues, start or join meetings instantly, share screens and whiteboards, conduct polls, and collaborate securely with SSO integration.
Subscription
- $6/mo
KowboyKit is an AI‑powered platform that centralizes server building, landing page creation, and analytics for affiliate campaigns. It automates offer rotation, A/B testing, and cap detection, while providing role‑based team controls and detailed reporting.
Paid
- $1500/mo
paperclip is an open-source, self-hosted AI orchestration platform for creating and managing autonomous companies and agent teams—providing role-based hiring, goal-driven task delegation, budgeting, audit trails, multi-tenant deployment, extensible LLM integrations, and monitoring dashboards.
Free
Workhub is an AI-driven team success platform that offers a seamless experience for custom queries, mailbox integration, audio/video conferencing, task management, ticketing, scheduling, and employee recognition/rewards.
Free trial
Document360 centralizes knowledge bases, manuals, SOPs, and guides, offering AI Writing, Search, and Chatbot tools to generate content, answer queries, and automate support. It integrates with Zendesk, Salesforce, and Freshdesk, and tracks engagement to reduce tickets.
Free trial
- $199/mo
Streamlabs is a cross-platform live streaming and recording suite providing multistreaming to major platforms, customizable overlays/alerts, guest co-streaming, OBS integration, moderation and analytics, plus built-in editing tools for repurposing clips and podcasts.
Subscription
LexWorkplace is a cloud-based document and email management solution for law firms, offering features like advanced search, secure sharing, Microsoft Office integration, and robust data security to enhance efficiency and organization in legal practices.
Free trial
Pillar merges link‑in‑bio and storefront, letting creators sell digital products, courses, memberships, and booking services via a drag‑and‑drop builder. It connects Stripe, PayPal, Google Calendar, Zoom (Zapier), offers mobile checkout, AI email automation, lead‑magnet tools, embedded funnels, and
Subscription
- $29/mo
BoldDesk centralizes ticketing, live chat, and omnichannel messages into one inbox. An autonomous AI agent handles ~40 % of tickets, while a copilot drafts replies and suggests knowledge‑base content. Built‑in automation updates CRM, processes refunds, and speeds response times.
Subscription
- $7499/mo
MyCoach AI is a platform for fitness and nutrition coaches that simplifies client management through automated messaging, customizable programs, an extensive food database, and real-time check-ins, enhancing both accountability and coaching effectiveness.
Freemium
- $10/mo
ClientZen aggregates customer feedback from tickets and reviews, analyzing it to surface spikes and recurring issues. It delivers instant contextual answers via Mantra AI and generates VoC reports, integrating with Zendesk for a unified customer journey view.
Freemium
- $240/mo
Twenty.com is an open-source CRM and SDK for building customizable CRM solutions, offering modular objects, fields, relations, and TypeScript tooling for technical teams to extend, integrate, and deploy custom applications.
Subscription
- $5/u/mo
Laravel‑based SaaS starter kit bundling subscription and one‑time purchase management with Stripe, Paddle, and Lemon Squeezy, a Filament‑powered admin panel, social login, role‑based permissions, multi‑tenant support, email services, SEO tools, and analytics dashboard.
Paid
Skyvern automates web workflows directly in the browser, handling two‑factor logins, CAPTCHAs, and proxies. Using vision‑based interaction and LLM reasoning, it extracts structured data, processes OCR, submits forms, runs tests, and provides explainable run summaries with SDK support.
Freemium
- $29/mo
ExamOnline offers a secure remote proctoring solution for online examinations, featuring customizable settings, AI-based monitoring, and a secure browser. It integrates with LMS, ensuring exam integrity while reducing logistical costs for organizations.
Freemium
Open-claw.org is a premium, subscription-based AI deployment platform that lets you launch powerful AI agents in one click
Freemium
Aura monitors identity data and delivers real‑time alerts for credit activity, phishing, and account takeovers. It offers continuous credit monitoring across all major bureaus, instant credit lock, dark‑web scanning, VPN, antivirus, password management, device lockbox, and family parental controls.
Free trial
- $10/mo
Mobicip lets parents set daily and weekly screen‑time limits across iOS, Android, macOS, Windows, Chromebook, and Kindle. It blocks distracting or adult sites, monitors social media for harmful content, tracks locations with geofences, and supplies activity reports for informed decisions.
Paid
- $2.99/mo
SitesGPT automatically generates responsive, mobile‑optimized websites from simple prompts. It handles layout, content, and image placement while allowing custom branding. Users can edit in real‑time on a secure, scalable cloud platform, enabling fast, code‑free site launches.
Free
Codeless ONE is an AI‑powered no‑code platform that lets teams generate internal apps and customer portals from brief descriptions. AI agents build workflows, dashboards, and Kanban boards, while built‑in security, role‑based controls, and cloud hosting streamline deployment.
Free trial
- $29/mo
UserWay is a powerful web accessibility AI tool that ensures compliance with accessibility standards. It offers features like content skipping and low vision user support. Ideal for enhancing website accessibility without hassle.
Free trial
Apps 365 is a Microsoft business and HR application suite that integrates with SharePoint and MS Teams, streamlining project management, document sharing, and team communication while facilitating HR tasks in a secure environment.
- $11.99
Intapp Celeste is an agentic AI platform for professional services that automates routine tasks, enforces compliance, and streamlines intake workflows. It pulls firm data, provides risk assessment, conflict detection, ethical wall enforcement, and captures timekeeping from emails, meetings, and docu
Freemium
WebTotem delivers an AI‑driven firewall that blocks brute‑force, DoS, SQLi, XSS, bot, spam, path traversal, and emerging threats, with custom IP whitelisting. It scans for malware, defacement, open ports, tracks SSL and domain expiry, scores vulnerabilities, and provides dashboards for collaboration
Freemium
- $8
Chargezoom automates accounts‑receivable: AI invoicing, recurring billing, payment collection, and reconciliation. Integrated credit‑card, ACH, and e‑check payments cut fees and accelerate cash flow. Syncs with QuickBooks, NetSuite, FreshBooks; offers a PCI‑compliant vault and self‑service portal.
Free trial
- $9/mo