# ClientPortalOS Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ClientPortalOS Software - reviews, pricing plans, popular comparisons to other Portal products and more.

Source: https://www.capterra.com/p/10029880/ClientPortalOS

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# 

 ClientPortalOS Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

ClientPortalOS

## What is ClientPortalOS?

ClientPortalOS is a cloud-based portal solution that helps design agencies manage tasks, subscriptions, client communication, and more. The system centralizes client task management, subscriptions, team collaboration, and communication through a customizable dashboard that matches company branding. It offers client-facing features including task management, team member invitations, feedback mechanisms, brand folders, and email notifications. Administrative capabilities encompass custom intake forms, task management, staff controls, and customer management. The platform integrates with Stripe for billing functions, allows creation of custom pricing plans, supports discount codes, and manages subscriptions. Additional integrations include Google Drive, Calendly, and various live chat applications. ClientPortalOS enables businesses to maintain brand consistency while providing clients with tools to manage their design requests and communication in one location.

## What is ClientPortalOS used for?

[Portal](https://www.capterra.com/portal-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$99

Flat Rate, Per Month

Free trial  
not available

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Do you work for ClientPortalOS?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.draftss.com&name=ClientPortalOS)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ClientPortalOS

0.0

VS.

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting Price

$99

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.8 (89)

Value For Money

0.0 (0)

Value For Money

4.8 (84)

Customer Service

0.0 (0)

Customer Service

4.8 (87)

## ClientPortalOS alternatives

[4.4 (127)](https://www.capterra.com/p/151082/BoardEffect/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

91%

of reviewers

rated it above 4 stars

[4.7 (1,055)](https://www.capterra.com/p/179015/OnBoard-Board-Portal/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[4.5 (3,660)](https://www.capterra.com/p/136446/Confluence/reviews/)

Starting price

$5.42

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

92%

of reviewers

rated it above 4 stars

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Content Management

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Customizable Branding

Add customized logos and colors to align with company branding

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Forms Management

Store, manage and track all forms in a centralized location

ClientPortalOS 9 features

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Add customized logos and colors to align with company branding

Public or private sharing of digital files such as documents, audio/video, images, and more

Store, manage and track all forms in a centralized location

Search and filter data across systems to locate required information by entering keywords or certain criteria

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

## Pricing

Free Version

Free

$0.00

It includes:

-   Unlimited Clients
-   Unlimited Members
-   Unlimited Requests
-   Whitelabel

Starter

$99.00

Flat Rate,Per Month

It includes:

-   No Transaction Fees
-   Stripe Integration
-   All Integrations

Grow

$149.00

Flat Rate,Per Month

It includes:

-   Custom Domain

Pro

$299.00

Flat Rate,Per Month

It includes:

-   Remove Branding

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Calendly](https://www.capterra.com/p/148036/Calendly/)[

Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[

Intercom](https://www.capterra.com/p/134347/Intercom/)[

Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[

Tidio](https://www.capterra.com/p/144040/Tidio-Chat/)[

Olark](https://www.capterra.com/p/125957/Olark/)[

Drift](https://www.capterra.com/p/227417/Drift/)

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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