--- title: "ClientlyBase Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about ClientlyBase Software - reviews, pricing plans, popular comparisons to other Portal products and more." source_url: "https://www.capterra.com/p/10030548/ClientlyBase/" page_type: "product" language: "en" --- # ClientlyBase Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 14, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ClientlyBase ## What is ClientlyBase? Portals for Airtable is a portal creation software that transforms Airtable bases into secure, branded portals for sharing project updates, documents, and statuses. The system synchronizes with Airtable in real-time, ensuring all data remains current while offering custom branding options including logos, colors, and domain integration. The software features document sharing with role-based access controls, configurable client permissions at the field level, activity tracking for monitoring engagement, and visual project dashboards built from Airtable data. Additional capabilities include in-app messaging, multi-base integration for comprehensive client experiences, and mobile-optimized interfaces that function across all devices. ## What is ClientlyBase used for? [Portal](https://www.capterra.com/portal-software/) Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Flat Rate, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ClientlyBase?[Manage this product listing](https://www.g2.com/products/clientlybase/claim_requests/new?auto=true) ## ClientlyBase Overview Updated September 2026 AI summary ClientlyBase provides cloud-based client, employee, and self-service portals for small, midsize, and enterprise businesses seeking secure information sharing and collaboration. Built on Airtable, it enables branded portals, document and workflow management, chat, access controls, and integrations with leading productivity tools. SSL and data security features support trusted client access and organized communication without per-user fees. ## FAQs about ClientlyBase Overview ### What company size and specific industries is ClientlyBase built for? ClientlyBase is designed for agencies, consultants, and teams that need secure, branded client portals built on Airtable. It fits small to mid-sized businesses in professional services and other client-facing sectors that want to share data, track progress, and manage access without coding or per-user fees. Features and Usability ### What are the key features of ClientlyBase? ClientlyBase offers client portals, employee portals, and self-service portals for shared access to information, plus document management, content management, and version control for organized files. It also includes workflow management, task management, chat/messaging, commenting/notes, reporting & statistics, access controls/permissions, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? ClientlyBase starts at $49 per month for the Pro plan, a flat rate for up to 10 portals, and includes unlimited users, real-time Airtable sync, and secure file sharing. The Business plan costs $99 per month for unlimited portals. A free version and free trial are available. Integrations ### Which third-party tools and platforms does ClientlyBase integrate with? ClientlyBase integrates with Airtable, Google Sheets, Notion, and monday.com AI Work Platform. These integrations connect the product to spreadsheet, database, and project management tools, giving teams a small set of core options for organizing data and coordinating work across common business platforms. Getting Started and Support ### What customer support options does ClientlyBase offer? ClientlyBase provides Email/Help Desk, FAQ/Forum, Knowledge Base, 24/7 Live Rep, and Chat. No reviewer feedback is available about response times, helpfulness, or support experience, so user satisfaction with these channels cannot be assessed from the catalog data. ## Features AI summary Based on 987 Portal reviews Capterra data shows that buyers of portal software rank the following features as their top priorities: - **Client Portal** (**64%** of reviewers rated this feature as critical) - **SSL Security** (**76%**) - **Data Security** (**72%**) ClientlyBase supports all three of the features reviewers rate most highly: **Client Portal**, **SSL Security**, and **Data Security**. Together, these capabilities give businesses a secure way to share information with clients, protect sensitive data in transit and at rest, and maintain trusted client access, helping teams manage communication and service delivery with greater confidence. Data Security 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Access Controls/Permissions 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Role-Based Permissions 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Collaboration Tools 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Self Service Portal 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information ClientlyBase 36 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Active Directory Integration: Integrates with Active Directory - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Chat/Messaging: Communicate using direct chat or messages within the system - 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 AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Content Library: Centralized repository to store content and assets - 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 - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Security: Protect sensitive data for digital privacy - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Employee Portal: Online portal where employees can access and track their own information - 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 - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Real-Time Chat: Engage in direct, instant messaging with customers, users, etc. - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Unified Directory: Store, modify, and track user accounts and access in a centralized directory - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Features 4.6 (5) 4.6 Based on 5 reviews ## Pricing Value for money 5.0 (5) Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10030548/ClientlyBase/pricing/) ClientlyBase Pro $49.00 Flat Rate,Per Month It includes: - Real-time Airtable sync - Secure File Sharing - Unlimited Users ClientlyBase Business $99.00 Flat Rate,Per Month It includes: - Unlimited Admin Users - Advanced Permissions Control - Unlimited Users Value for money 5.0 (5) 5.0 Based on 5 reviews ## Integrations [ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ monday.com AI Work Platform](https://www.capterra.com/p/147657/monday-com/)[ Notion](https://www.capterra.com/p/186596/Notion/)[ Airtable](https://www.capterra.com/p/146652/Airtable/) ## Support, customer service and training options Customer Service 5.0 (5) 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 Customer Service 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 5.0 Based on 5 reviews Filter by rating 5(5) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MK Michaela K. Salesforce Admin Non-Profit Organization Management ### "Great Customer Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 17, 2026 Pros They resolved an Airtable-related issue that we were facing. They immediately responded to my message in the chat and suggested possible causes of the issue. Cons There were no issues on their end. They communicated quickly and resolved the problem in our Airtabe base. Alternatives considered [Airtable](https://www.capterra.com/p/146652/Airtable/) Reasons for choosing ClientlyBase ClientlyBase was cheaper than Airtable Interface. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA Leopold A. Product Owner Electrical/Electronic Manufacturing ### "The perfect interface for Airtable" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 16, 2025 I migrated from MiniExtension to ClientlyBase very easily. This tool is very easy to use, I am very happy with ClientlyBase, I recommend it. Pros What I like the most about ClientlyBase is the user-flow, customer service is very responsive and the ease of creating new portals and the gain of money is awesome. Cons Some features are missing, such as viw duplication, to be able to group as on Airtable, or to edit fields in bulk Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BE Brian E. Managing Director Marketing and Advertising ### "Gamechanging Solution!!!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 20, 2025 \[sensitive content hidden\] is the most helpful technical support agent I have ever interacted with. Truly. This is a must purchase Pros This is one of the most amazing pieces of software I have ever used. Simple user friendly. Game Changer!!! Cons This platform doesn't really have any draw backs. Its simple usable and it doesn't take a rocket scientist Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Petter R. Founder Marketing and Advertising ### "Better and More Affordable Than MiniExtensions" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 15, 2025 We were using a tool called MiniExtensions before, and we moved over about a month ago. There were a lot of bugs and problems, but they were fixed within a few hours. That alone is amazing, along with the support during setup. They also supported us throughout the entire transition of our backend, which we use to give our clients access to our backend data. Pros The speed of implementing new features is incredible. The features were limited when I first onboarded, but now there are many more we use, like calendar, kanban, and conditional logic and so much more. Cons Compared to MiniExtensions, the ease of use, customizability, and ability to speak directly with the team who built it is amazing, and the time to ship new features is also very fast. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FR Fred R. Manager E-Learning ### ""A game-changer for managing Airtable data efficiently"" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 13, 2025 My experience with ClientlyBase has been excellent. It significantly improved the way I interact with Airtable on a daily basis. The speed, clarity, and efficiency of the interface save me a lot of time, and I feel much more in control of my data. It’s reliable, intuitive, and well-designed — I quickly made it part of my workflow and now I can’t imagine working without it. Pros ClientlyBase provides an incredibly smooth and user-friendly interface to access my Airtable bases. Navigating between tables and records is instant — much faster and more enjoyable than the native Airtable interface. I especially appreciate the ability to customize views easily without any technical hassle, and the customer support is always responsive and helpful. It has become an essential tool in my daily workflow. Cons Honestly, there’s very little to criticize. If I had to mention something, it would be that some advanced Airtable features (like complex automations or scripting) are not yet fully accessible from the ClientlyBase interface. But for most daily tasks and data management needs, it's more than enough. Switched from [Softr](https://www.capterra.com/p/232331/Softr/) I was looking for a faster and more focused way to interact with my Airtable data without the distractions and limitations of the native interface. ClientlyBase offered exactly what I needed: speed, clarity, and a better user experience tailored to my daily workflows. It made working with Airtable much more efficient and enjoyable. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.