Factors to Consider When Buying Client Portal Software

These days, businesses are more focused on delivering a quality customer experience to their clients. There are plenty of tools on the market that can allow your business to interact with your clients in better ways and seamlessly. Most businesses these days own client software portals, enabling them to interact, communicate, and collaborate with their clients in real-time.

If you’re a business owner looking for ways to better your customer experience services, then you should get a client portal application. In this guide, we take a look at some of the features you should consider when purchasing a client software application.


When it comes to businesses, value for money plays a vital role. Always review the market as there can be a cheaper tool that fits your budget. You can also opt to have one tailor-made for your businesses by hiring a team of developers and paying a one-off fee.

It’s always a good idea to try the free trial edition to get a feel of how the software works. Most enterprise client software applications have a free trial period that you can use to explore the features of the app.


Data and information security are critical. Many people are always cautious about sharing their data and information for fear of privacy violations. Most businesses are targeted by hackers who steal and sell users’ data on the dark web.

If you’re planning to invest in client portal software, then you should opt for one that offers top-level security. The application should support security features such as high-tech encryption, two-factor authentication, and a cloud backup solution.

Working or learning to use tailor-made software can be quite challenging. Sometimes, you may run into errors when using the software. As such, customer support is always key. When purchasing client portal software, make sure the firm selling it offers 24/7 technical support.

Available on All Platforms

Nowadays, almost everybody has a smartphone. If you’re to make good use of your client portal software, it should be cross-platform. What we mean by cross-platform is that the software should be available as a web app, iOS app, and Android app.

The iOS and Android app should support mobile push notifications to allow users to receive notifications directly on their phones. Additional features such as a customized group chat platform can also be a plus.

Language Support and Branding

One of the main goals of using client portal software is to collaborate and communicate with your customers. If you’re running a global business, you will probably interact with clients speaking different languages.

Most client portal software applications support several major languages. This means that the users can easily set their language preferences and use the app with ease. You should also be able to adjust the app colors to match that of your brand.

Bottom Line

Client portal software can come in handy if you’re looking for a way to boost communication and collaboration with your clients. Make sure that you consider the above tips when purchasing client portal software.

Back To Top