Best project management software tools with client portal

Blog: Monday Project Management Blog

Every project needs a clear outline, strong leadership, and professional teammates who work together and communicate throughout the process. Teams struggle if they have an outcome in mind but don’t know how to get there. A cohesive plan breaks down the project into individual steps they can complete, then celebrate their milestones along the way.

However, even the most well-planned project needs software to back it up. If teams are swapping sticky notes and Excel spreadsheets, they can quickly veer off schedule and waste part of their budget. Project management software with a client portal makes it easy to share projects, stay in touch, and track everyone’s progress, so the team completes the project on time.

In this article, we’ll talk about the benefits of project management software. We’ll also discuss some top platforms and show you how to set up your own client portal.

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What is a project management software with client portal?

Project management software with client portal streamlines and automates tasks to save time and money. The Work OS provides a single dashboard where you can integrate other platforms, such as Zoom, Dropbox, and Gmail. The benefits of using project management software include:

No need to switch between various platforms, such as Excel and Google Drive
The ability to import select documents, so you don’t have to retype everything
An organized layout that lets you view your project’s status at a glance
Multiple subscription tiers for businesses with varying needs
Different graphs, layouts, and templates so you can choose visuals that work for you
The ability to upload virtually any file type
Built-in document platforms that anyone can collaborate on
To-do lists that you can check off, tracking your progress

Read on to learn about our recommended project management software solutions.

Top project management software solutions with client portals

These platforms give clients access to a collaborative dashboard where they can work on projects, share progress updates, and interact with team leaders. Instead of switching back and forth between multiple platforms, you can view everything in one place. Features such as time tracking and cloud-based solutions make project management software worth the investment.

1. monday.com

A Work OS that combines extensive features and templates with a simple user interface makes monday.com the top project management software. Features include collaborating in real time, making charts and graphs, creating step-by-step plans, monitoring progress, tracking risks, and inviting multiple stakeholders so everyone can speak up.

With monday.com, you can use Gantt charts, Kanban boards, and other tools to organize your projects in a way that makes sense to you.

monday.com’s software includes the ability to create Gantt charts that display your progress in an organized, color-coded list. If you already have an Excel spreadsheet, you can import the data to make your chart. monday.com also provides Kanban boards so you can organize the project steps in color-coded columns. Build your own charts, or use one of monday.com’s free templates.

To help you plan ahead, monday.com offers a risk register template that calculates potential risks, such as missing a deadline or experiencing site delays. The template tracks the risk level, probability, risk rate, and date identified for each risk. This helps you anticipate and prevent issues before they start.

For small businesses, monday.com offers a free plan with two seats. This plan includes unlimited boards and documents, plus access to more than 200 templates. Other tiers include Basic, Standard, and Pro, which offer more features and allow for more seats. Major businesses can contact monday.com about the Enterprise tier with advanced features.

2. Wrike

Wrike is a project management platform that uses artificial intelligence (AI) to make predictions and help teams plan ahead. These features include turning paper notes into digital files and extrapolating a project plan from notes you recorded. Wrike’s AI system also responds to voice commands through your smartphone, making it convenient for last-minute projects.

For action items, Wrike has a built-in to-do list with start dates, end dates, and subtasks. You can receive daily notifications or an email with their to-do list. Wrike tracks metrics so you can see your team’s progress at a glance. Other features include portfolio management, time tracking, and invoicing software that streamline the process.

Like monday.com, Wrike offers templates for its software, although monday.com’s templates have a cleaner layout. You can browse the templates and add them to the platform to make project management easier. Wrike also has an online knowledge base with articles that cover different topics.

Wrike offers a free plan for small businesses, although it has some limitations. Other options include specialty plans for marketing and service teams. Wrike charges extra for add-ons, such as extra security and marketing insights. New customers are eligible for a free trial, so they can test Wrike’s features and see if they benefit their business.

3. Asana

Asana’s Work OS has different sections for viewing support tickets, planning marketing campaigns, reaching new customers, and managing human resources. Each section has its own set of features, such as file sharing, messaging, and real-time collaboration. This can help teams work more efficiently, although some might prefer a streamlined platform.

For added structure, Asana offers a calendar that tracks your projects and deadlines. Once you complete a task, mark it on the calendar and move on to the next project. Color-coding options make it easier to view your schedule at a glance. You can view your whole week at once and make changes if needed.

If you use other platforms, such as Microsoft Teams or Adobe Creative Cloud, they integrate with Asana to keep your project information in one place. Other features include automation, mobile apps, and Kanban boards. Like other managing client platforms, Asana offers templates to help you complete tasks. Periodically, Asana offers live webinars for people who are new to the platform, although you’ll have to register ahead of time.

Asana has three pricing tiers, plus a customized option for enterprises. Small business owners can try the free version, which allows up to 15 team members. If you need more, you can choose from Premium and Business options that offer more features with a monthly rate for each collaborator. Asana also has a 30-day free trial for new customers.

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How do I create a client portal on monday.com?

To create your customer portal, sign up for monday.com with your email address or Google account. monday.com will ask you to verify your email address. If applicable, invite your teammates to join, then get started with the Work OS. You can add projects, make charts, build your portfolio, and check out the learning center.

monday.com makes it easy to get started for free so you can test the features yourself.

Once you get started, you can customize your experience by downloading free templates from monday.com. If you need more than two seats, upgrade to one of the paid versions at any time. Create more workspaces, so you have a separate dashboard for each project, and add subprojects to each dashboard.

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FAQs about project management software with client portals

How much does a client portal cost?

The monday.com project tool comes with a free option for two team members. If you need three or more seats, prices start at $9 per seat per month. Each tier comes with added features for larger teams, such as guest access and multilevel permissions. For large enterprises, contact monday.com to learn about our pricing options.

What should be included in a client portal?

A client portal should have project management solutions, such as the ability to set a due date, send and receive files, assign tasks, track the budget, and plan milestones so team members can celebrate their accomplishments. Management tools should also facilitate communication and team collaboration to keep everyone on schedule.

Streamline project management with monday.com

Signing up for the monday.com Work OS takes minutes, and with the free option, you can see if monday.com is right for you with no obligations. If you only need one or two seats, you can stick with the free version indefinitely. Otherwise, try the free trial to take advantage of paid subscription features.

Once you start using this Work OS, note how much faster and easier it is to complete your projects on time. No more scrambling for documents at the last minute — it’s all available on the monday.com Work OS. Sign up today to see why some of the world’s biggest companies trust monday.com.

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