The Best Portal Software of 2021

Our portal software reviews are the result of over 40 hours of research on 70+ portal software companies from across the web. These reviews and our portal software guide help small businesses and startups find the best portal software for their business.

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How We Chose the Best Portal Software

Portal software is a development tool to provide your business with a central access point for various functions. Different types of software will offer various features, and it’s essential to assess which of these will most benefit you.

To make things easier, we’ve evaluated the best portal software providers of 2021 using the key criteria laid out below. It should help you find the package that best suits you and your business.

Portal Features

We recommend software that offers you a variety of helpful portal features. Not all providers will offer all these features, so you’ll need to decide which of them are most crucial for your business.

A few of the key features to look for are:

  • Content management
  • Document control
  • File sharing
  • Search function
  • Access controls
  • Collaboration tools

Integrations

Integrations will make the software more intuitive and allow you to connect systems and applications more easily. It means you can share data and information throughout your intranet to improve productivity and speed up a range of processes. Ideally, the software will include pre-built integrations for team communication, document processing, and other related tools.

Reports

Reports are generated so you can analyze the benefits of using the portal software. They can provide insight into how users behave and interact through the software. By implementing reports effectively, you can improve productivity, accuracy, and employee satisfaction.

The 15 Best Portal Software of 2021

Based on our criteria, we evaluated a range of programs and have developed a list of the best 15 portal software providers for 2021. The platforms are listed alphabetically and not by rating. Each of the platforms has unique features and pros and cons.

We aim to offer an objective view of the various options by showing you the tools and features on offer. The list will inform you of the critical information, including price options, the offer of a free trial or demo version, and links to the providers.

Below the table, you can find more detailed reviews for each of the portal software platforms on our list.

Bloomfire

Bloomfire
This company firmly believes knowledge is your greatest asset. That’s why they’ve created one of the best portal software platforms to help you organize your files and processes in one central digital place. Moreover, it aids your business in removing silos that cause a loss in productivity.

The platform also assists with marketing research and insights. It connects the members of your marketing team in a way that leads them towards better decision-making. You can also reduce any redundant research, allowing you to quickly scan any secondary data.

Top features include:

  • Return in investment analysis
  • Self-service activation
  • Vendor research
  • Dynamic knowledge library
  • AI-powered speech
  • Feedback loop

While the site lists a single price package, you can contact support via email or phone for a custom quote. The deployment is on the web and mobile devices, and you can also try out the free demo.

PriceFree Trial/DemoFeatures
Basic: $25/user/month
Enterprise: Custom quote
Free Demo>Deployment: Web-based, iPhone/iPad, Android
>Customer service: Phone, email
>Includes integrations and reporting
>More features at Bloomfire

Pros & Cons of Bloomfire Portal Software

The most significant downfall is that Bloomfire doesn’t include access control in its system. On the plus side, you’ll find plenty of content management tools for your organizational needs. There’s also document tracking, which opens the way for file sharing.

ProsCons
>Content management
>Document control
>File sharing
>Doesn’t include access control

What Customers Are Saying

One of the users indicated that the system is easy to use, stating, “Implementation was a dream. They had a team that helped us manage the project and uploaded all our content for us. As a small team, this was important.” Another client spoke more about which feature worked the best, writing, “The search functionality works well which makes finding information very easy.”

Boardable

Boardable
Boardable refers to its portal system as a Board Management Platform. Its primary focus is the nonprofit industry as the developers are from the same field and understand the frustration that comes with managing those business types. It lets you create boards for any of your communication needs while ensuring everyone has the correct access at all times.

One of the principal elements it highlights is security. There’s browser encryption for any of your boards, ensuring the platform protects all sensitive information. You can also create dynamic agendas that everyone can interact with in real time.

The features include:

  • Agenda builder
  • Meeting center
  • Videoconferencing
  • E-signatures
  • Document center
  • Task manager

There are three price packages, depending on which features you want to use and your company’s size. You can try a 30-day free trial or test the demo, but the final product may vary based on your business.

PriceFree Trial/DemoFeatures
Essentials: $79/month
Professional: $199/month
Enterprise: $299/month
30-Day Free Trial>Deployment: Web-based, iPhone/iPad, Android
>Customer service: Phone, email
>Includes integrations and reporting
>More features at Boardable

Pros & Cons of Boardable Portal Software

The various prices are definitely a boon for any nonprofit organization and give you several options from which to choose. You can collaborate with your teammates and use the extensive search function to find any file. However, you won’t find a Windows or Mac client to download.

ProsCons
>Different pricing options
>Collaboration tools
>Search function
>No Windows or Mac deployment

What Customers Are Saying

One of the clients mentions how well the system handles, stating, “The price is great, it looks and feels really simple and lovely, and the company is obviously interested in feedback and improving the product.” Another user calls it a game-changer, writing, “Boardable is extremely user-friendly and easy to use. It’s easy to onboard new members and get them up-to-speed quickly.”

eXo Platform

eXo-Platform
When you access eXo Platform’s site, you’ll notice how much it focuses on team collaboration. It has pre-built content management functions to broadcast your messages more effectively. Your employees will also have more say in the processes with the feedback loop.

Besides the access control system, you can use the employee recognition system once everyone has their assigned roles. There are several APIs that the portal integrates with so you can connect to any existing third-party software. It doesn’t have a vendor lock-in function, making it compatible with in-house, open-source, and closed-source platforms.

Here are the top features:

  • Digital hub
  • Employee-centered system
  • Social channels
  • Feedback loop
  • Curated content

If you’re looking for a price for eXo Platform’s best portal software, you’ll need to contact the support team via the online support system. Fortunately, you’ll find plenty of reporting tools for valuable insights.

PriceFree Trial/DemoFeatures
Custom quote30-Day Free Trial>Deployment: Mac, Windows, web-based, iPhone/iPad, Android
>Customer service: Live support
>Includes integrations and reporting
>More features at eXo Platform

Pros & Cons of eXo Platform Portal Software

eXo Platform has an extensive access control tool so you can assign roles and permissions to the right people. There’s live support available to help you if there are any issues, and you can share any essential documents with your team. We would have been more impressed, though, if we didn’t have to hunt for prices.

ProsCons
>Access control
>Live support
>Document sharing
>No public price listings

What Customers Are Saying

With businesses enjoying the social network features of the platform, one writes, “eXo is an Enterprise Social Network that will improve productivity across the board for all members of the company. It’s very feature rich so if you want your organization’s knowledge, private, secure and organized then you have to try it!” Another one loves how it encourages teamwork, stating, “Exo Platform is an outstanding software that provides an excellent platform for collaborating for our projects.”

Huddle

Huddle
Huddle offers some of the best portal software, combining document management with client engagement. It creates stunning intranet workspaces for your clients, partners, and teams to discuss strategies and plans. It drives productivity, encouraging decisions that revolve around corporate objectives.

You don’t need to be in the same building to access the portal. It allows remote working from anywhere, as long as the team members have the correct permissions. They can also open files and read boards via mobile devices.

Here are some of the top features:

  • Collaboration
  • File sharing
  • Security tools
  • Version control
  • Automated tasks
  • File request

If you’d like to see how the platform works, you can try the demo or free trial. No prices are listed on the site, so you can contact support via email or phone for a quote.

PriceFree Trial/DemoFeatures
Custom quote14-Day Free Trial >Deployment: Mac, Windows, web-based, iPhone/iPad, Android
>Customer service: Phone, email
>Includes integrations and reporting
>More features at Huddle

Pros & Cons of Huddle Portal Software

One of the best features is the control management system, but the search function is handy, too. You can quickly share any files across the team boards as long the recipient has read or view permission. Unfortunately, Huddle doesn’t offer live support.

ProsCons
>Control management
>Search tool
>File sharing
>No live support

What Customers Are Saying

While most clients like the interface, one states, “Huddle is a social collaboration tool that has great technical support, its tools are very practical, you can work online and offline, it is easily integrated with Microsoft Office where you can use the same Huddle.”

LiveAgent

LiveAgent
This system caters to internal and external parties. While it has a massive help desk platform, your employees can also create tickets for support from within the organization. You’ll have several filters at your disposal to quickly scan through the tickets in categories.

When evaluating your processes and measures, you’ll find the CRM insights tool beneficial for benchmarking practices. You can drag and drop images and files for easy sharing with team members. The system also lets you search for strings and replace messages.

Here are some of the best features:

  • Help desk
  • Ticketing
  • Industry solutions
  • Social sharing
  • Knowledge base
  • Contact forms

You can sign up for a free lifetime account, but there are few features to take advantage of in the package. You’ll have a better chance paying for one of the other options.

PriceFree Trial/DemoFeatures
Free version available
Ticket: $15/agent/month
Ticket+Chat: $29/agent/month
All-Inclusive: $39/agent/month
14-Day Free Trial>Deployment: Web-based, iPhone/iPad, Android
>Customer service: Email, live support
>Includes integrations and reporting
>More features at LiveAgent

Pros & Cons of LiveAgent Portal Software

Despite the limited support options, there are plenty of features to look forward to with LiveAgent’s best portal software. For one, your team can use the extensive collaboration tools or the document management system. You can also set rules for access control.

ProsCons
>Access control
>Collaboration tools
>Document management
>Limited support options

What Customers Are Saying

Many users were drawn to the portfolio management aspect of the help desk, but one client writes, “The tagging system of the tickets is very useful when prioritizing, the departments and the assignment allow us to order and define who is responsible at each stage.” Another member was fond of the speedy features, stating, “We use LiveAgent to manage chat conversations on our website with the aim of converting initial enquiries into qualified sales leads.”

LumApps

LumApps
LumApps aimed to develop an intranet platform that enhances communication and collaboration in organizations. It performed this task so well that Google recommended its portal software for Google Workspace. It’s also a Microsoft partner, helping execute systems like Azure Communication Services, Teams, Microsoft 365, SharePoint, OneDrive, and many more.

The social platform connects members of your digital workspace so you can more easily work on projects together. The intranet solution streamlines processes and internal messaging to make processes more efficient. This element leads to employee engagement, which in turn results in improved productivity.

Here are the top features:

  • Create a unique culture
  • Customizable design
  • Multilingual communication
  • News creation
  • Assisted translations

LumApps offers a free demo, but you’ll need to request a price. Fortunately, there are several options for contacting the support team.

PriceFree Trial/DemoFeatures
Custom quoteFree Demo>Deployment: Web-based, iPhone/iPad, Android
>Customer service: Email, phone, live support
>File sharing
>More features at LumApps

Pros & Cons of LumApps Portal Software

You’ll enjoy customizing the software to suit your processes and brand. There are content and document management tools, and you can contact the live support team if you run into problems. However, there’s no access control functionality.

ProsCons
>Live support
>Custom software
>Content and document management
>No access control

What Customers Are Saying

Reviewers mention how easy the system is to use, one stating, “Even if they don’t take the time to navigate through the top-line navigation we have established or take the time to really learn the site, they can find things very easily with the powerful search tool.” Another user complemented this thought, indicating, “Its layout and navigation is easy and user friendly. It covers a wide range of possibilities to share and create content. Its employer directory is stylish and useful.”

Microsoft Dynamics 365 for Customer Service

Microsoft-Dynamics-365
Microsoft has a portal software platform that aids your clients in helping themselves. With this robust system, you can improve service delivery and performance by increasing productivity. The users can communicate through the feedback systems to address any issues.

The system also assists you with your marketing goals. It can lead your business towards greater demand, and you can analyze insights based on your customers’ input. There are ERP solutions tied in with the CRM components to ensure your staff members have all the tools they need.

The top features include:

  • Customer data platform
  • Marketing insights
  • Voice interaction
  • Remote assistance
  • Field service

There are two primary payment packages, but you’ll pay extra after the initial installation. Feel free to try the free 30-day trial if you’re unsure whether you can integrate it into your network.

PriceFree Trial/DemoFeatures
Customer Service Professional: $50/user/month for user’s first Dynamics 365 app
Customer Service Enterprise: $95/user/month for user’s first Dynamics 365 app
Customer Service Professional and Enterprise: $20/user/month for user’s subsequent qualifying Dynamics 365 app
30-Day Free Trial>Deployment: Mac, Windows, web-based
>Customer service: Phone, email
>Includes integrations and reporting
>More features at Microsoft Dynamics

Pros & Cons of Microsoft Dynamics Portal Software

A few features are lacking with this system, most notably a robust document management tool and access control. You’ll be able to control many other aspects, though. The free trial is the best way to see the platform first, but the top benefit is the range of prices.

ProsCons
>Control management
>30-day free trial
>Range of price options
>No document management
>No access controls

What Customers Are Saying

Many businesses refer to this portal software as being in a league of its own, stating, “With the introduction of Flow/Power Automate and Canvas Apps the abilities of this business application stack are unmatched.” Another user writes, “Microsoft gives extraordinary record the board assets that will help keep you on the bleeding edge.”

OnBoard

OnBoard
Onboard delivers a comprehensive board management platform that aims to help you organize and govern your intranet practices. It drives real-time collaboration for more effective business decisions. With Zoom integration, you can also enjoy meeting analytics while building the agenda and minutes.

There are other board and meeting features, such as secure annotation sharing. If you’ve added notes to a document, you can restrict who can view it. You can also build an extensive knowledge base for your team members and partners.

Features include:

  • Zoom integration
  • Voting and approvals
  • Agenda and minutes builder
  • Secure messenger
  • Dashboard
  • Questionnaires

Don’t expect to see any prices listed on the site like some other providers. Instead, you’ll have to ask for a quote or settle for a free trial.

PriceFree Trial/DemoFeatures
Custom quote30-Day Free Trial>Deployment: Mac, Windows, web-based, iPhone/iPad, Android
>Customer service: Email, phone, live support
>Includes integrations and reporting
>More features at OnBoard

Pros & Cons of OnBoard Portal Software

While we’d like to see some prices listed on the site, we’re happy with the number of support options. You can also custom-design the system to suit your business with plenty of features to add to it. To ensure you make the most of it, you can grab a free trial.

ProsCons
>Live support from reps
>Custom software
>30-day free trial
>No official price listing

What Customers Are Saying

Users call OnBoard an effective board management platform, stating, “Overall, the simplicity of OnBoard is its strongest feature. With minimal training, our admins were able to quickly begin creating meetings and board packs.” Another reviewer writes, “The board is able to function well virtually and depending on the packages your firm utilizes, the functionality increases.”

Onehub

Onehub
Onehub creates an online environment where you can securely store all your business documents in an organized fashion. Members can access information if they have the correct permissions, such as Administrator, Viewer, and Creator. It takes only a few moments to set up the initial launch, followed by the automation of tasks.

If you’re wanting client portals, you can establish customizable ones for them. Splash your brand on the dashboards or menus, and feel free to share files with your templates.

The features include:

  • Cloud storage
  • Customizable design
  • Secure storage
  • File previews
  • Quick start guide
  • Collaboration

Four pricing plans appear for this software, where you can choose between per user per month or a straight monthly amount for the entire system.

PriceFree Trial/DemoFeatures
Standard: $12.50/user/month
Advanced: $20/user/month
Data Room Edition: $300/month
Unlimited Edition: $500/month
14-Day Free Trial>Deployment: Mac, Windows, web-based, iPhone/iPad, Android
>Customer service: Live support
>Includes integrations and reporting
>More features at Onehub

Pros & Cons of Onehub Portal Software

While there’s live support available, the other options are limited. Still, you can try the free trial period and choose from one of the many price packages. You’ll have access to several of its top features, such as instant document and file sharing.

ProsCons
>14-day free trial
>Excellent range of prices
>Document and file sharing
>Limited support options

What Customers Are Saying

One user was extremely satisfied with this product, writing, “use this software for my small accounting business. I have multiple file structures for different clients and permissions to specific folders for different users.” Another client discusses the server, indicating, “This is literally the best server we have found for the price. We have NO issues, especially hooked up with FTP. We are so grateful to have found OneHub.”

OpenText Portal

OpenText
OpenText takes cloud services and computing and modernizes how businesses use legacy IT systems. You’ll be able to integrate, scale, and transform your previous platforms into a newer model. The infrastructure is so complex that the developer wrote a white paper on it.

The most significant benefit is that OpenText’s best portal software tools allow you to respond to market changes. The platform is cost-effective as long as you keep it maintained. You can even deploy it in a standard or hybrid environment.

Here are a few of the features you’ll find:

  • Cloud log-in
  • Content management
  • Business network
  • Date security
  • Consultation

Once again, here’s a provider that doesn’t display any prices on its site. It makes up for this through its variety in support options, namely, phone, email, and live.

PriceFree Trial/DemoFeatures
Custom quoteFree Demo>Deployment: Web-based
>Customer service: Email, phone, live support
>Includes integrations and reporting
>More features at OpenText Portal

Pros & Cons of OpenText Portal Software

Sadly, the deployment is on the web only. OpenText also lacks most of the top features mentioned in all our other product reviews. On a positive note, there are plenty of ways to contact the support team, and you have access to integration and reporting tools.

ProsCons
>Extensive customer support
>>Integration and reports
>Web-based platform only
>Lacking many of the basic features available with other software

What Customers Are Saying

One user gave an extensive review praising the top functions, stating, “We use it as a central repository for our documentation. Documentum provides secure storage for all our documents. It provides granular level details and gives ACL at an individual as well as group level.”

Oracle WebCenter Portal

Oracle
This portal software not only develops an intranet network but can also design an extranet, self-service portals, and composite applications. You can develop and manage numerous client areas while accessing a vast library of components. Furthermore, there are several development tools to deploy the platforms.

Deployment and configuration can be set automatically, saving you time and the energy. You’ll need to back up the system regularly to save restore points in case something goes wrong. You can also migrate the OWP to the WebCenter Portal Cloud.

The top features include:

  • Cloud applications
  • Oracle infrastructure
  • Role-based portals
  • Pre-built library of components
  • Extensive development tools

There’s only web-based deployment, so make sure you ask for a quote or use the free trial to test the system. You’ll have access to several control management tools for further development.

PriceFree Trial/DemoFeatures
Custom quote30-Day Free Trial>Deployment: Web-based
>Customer service: Phone, email, live chat, online
>Control management
>More features at Oracle WebCenter Portal

Pros & Cons of Oracle WebCenter Portal Software

The most obvious disadvantage is the lack of other deployments and reporting tools. There are many collaboration tools, though, as well as the control management system. Before you request a price, first use the free trial period to your advantage.

ProsCons
>Free trial
>Content management
>Collaboration tools
>Web-based platform only
>No reporting

What Customers Are Saying

One client praises the portal’s development tools, stating, “It’s a pretty good tool to develop portals. I like the ability to customize portals without needing to redeploy the application.” Another user adds, “If you are looking for a web platform to create intranets, extranets, composite applications, and self-service portals, this one is for you! It is user friendly and extremely secure. Interacts well with other applications.”

Quip

Quip
If you’re dealing with case disputes and resolutions, Quip may just be the best portal software for your business. Your agents can focus on core tasks while the system automates mundane tasks, increasing their productivity. It also reduces the time spent searching for the correct files, information, and answers.

Teamwork is vital when it comes to swarming cases. To prevent disconnected communication outside your network, it places the messages within your CRM system. In this way, your agents can collaborate for the best solution.

Here are a few of the top features:

  • Case management
  • Automated tasks
  • CRM integration
  • Swarm rooms

Three payment options are available, depending on how large your business is and how many features you need. You’ll also find the app available for numerous devices.

PriceFree Trial/DemoFeatures
Starter: $10/user/month
Enterprise: $25/user/month
Salesforce Anywhere Advanced: $75/user/month
Free Trial>Deployment: Mac, Windows, web-based, iPhone/iPad, Android
>Customer service: Phone, email
>Includes integrations and reporting
>More features at Quip

Pros & Cons of Quip Portal Software

Despite missing out on live support after installation, there are still plenty of tricks in the bag. For instance, you can choose from one of the price plans or request a quote. Some of the most notable tools are access control and document management.

ProsCons
>Basic price packages and custom pricing
>Access control
>Document management
>No live support

What Customers Are Saying

Most businesses call Quip an excellent platform, with one stating, “I love Quip as it’s the only good version controlled platform for taking notes that I have found in my industry experience of over 5 years.” Another user mentions, “Quip UI is really smooth, and feels new! it has a good functionality to provide the revision history for the document, which I think is very useful.”

Salesforce Community Cloud

Salesforce
Whether you work hand in hand with staff and clients or they’re based in a different city, Salesforce Community Cloud lets you stay in contact. It delivers portals, forums, and sites for the ultimate content engagement. CRM powers the system to ensure you receive information and insights quickly.

You can launch the platform with a custom design and theme. It also lets you add several components that you need for your site or network. Furthermore, you can create an account portal for your clients to access articles and manage claims.

Here are some features:

  • Template designs
  • Customizable themes
  • Components and content
  • Account portal
  • Pre-built solutions

The company spoils you for choice with four price plans. There are also numerous platforms, support options, and integrations.

PriceFree Trial/DemoFeatures
Customer Community: $2/log-in or $5/member
Customer Community Plus: $6/log-in or $15/member
Partner Relationship Management: $10/log-in or $25/member
External Apps: $15/log-in or $35/member
30-Day Free Trial>Deployment: Web-based, iPhone/iPad, Android
>Customer service: Email, phone, live support
>Includes integrations and reporting
>More features at Salesforce Community Cloud

Pros & Cons of Salesforce Community Cloud Portal Software

At the top of the list of benefits are the pricing packages and free trial. We also liked that there’s live support available whenever you need a helping hand. However, you won’t find access control tools in the system.

ProsCons
>Different types of subscriptions available
>Free trial
>Live support
>No access controls

What Customers Are Saying

One client was pleased with the system, saying, “We use community cloud to provide information and self-services to our external customers. The tool is very flexible and we are able to create templates for different customer types which allows us to tailor their user interface.” Another user mentioned some extra functions, writing, “Also the plug-ins and ability to tie in things such as docusign, conga workflow are among some of the reasons SalesForce will continue to attract so much business.”

SmartVault

SmartVault
SmartVault is a cloud-based management platform that gives your entire enterprise access to files for fast sharing. It has a secure network, ensuring only employees with permission can open restricted documents. It also provides automated workflow processes for improved productivity and reduced downtime.

The tool you’ll enjoy the most is the branded client portal. Your clients can customize the way their dashboard and theme looks, and they can change the way they engage in the cloud. Moreover, you can invite partners from different industries.

Here are some of its features:

  • Online storage
  • Client portal
  • Safe file sharing
  • Automated workflow
  • Integrations

With three price plans to choose from, be sure you work through each one’s tools to find the best option for your business. If you have a massive organization, you can contact support for a quote.

PriceFree Trial/DemoFeatures
Starter: $16/user/month
Professional: $20/user/month
Accounting Pro: $40/user/month
Enterprise: Custom quote
30-Day Free Trial>Deployment: Windows, web-based, iPhone/iPad
>Customer service: Phone, email
>Includes integrations and reporting
>More features at SmartVault

Pros & Cons of SmartVault Portal Software

The only downfall is that SmartVault needs a proper management system. You’ll receive secure file sharing tools to encode them with passwords. There’s also a search tool for finding those vital documents, and you can track and manage your file with control functions.

ProsCons
>File sharing
>Document control
>Search tool
>No control management

What Customers Are Saying

When it comes to using integrations, one user writes, “It’s an easy way to securely hold all of my clients documents. I LOVE that it works well with docusign. My clients find it easy to use.” Another client liked the data protection, stating, “The security that SmartVault brings to the table is critical to the protection of my clients data. This application fits perfectly with my suite of other applications and I can count on it remaining secure.”

Yammer

Yammer
Microsoft has another portal software platform called Yammer that lets your team connect with each other and engage with content throughout the organization. You’ll establish communities with the same interest and watch as vibrant discussions take place. Moreover, it has seamless integration with other Microsoft programs.

As with Microsoft 365, your network will receive enterprise-level security. There are plenty of management features, with deployment on PC, the web, and mobile devices. You’ll also have access to social sharing tools, quickly sending your content to your employees.

Top features include:

  • Dynamic communication
  • Seamless integration
  • Compliance and security measures
  • Resource center
  • File sharing

Yammer is available at only a single annual price plan, but its lack of features makes up for it. However, it has a lengthy 1-month free trial you can sign up for before paying for the plan.

PriceFree Trial/DemoFeatures
$99.99/year1-Month Free Trial>Deployment: Windows, web-based, iPhone/iPad, Android
>Customer service: Phone, email
>Includes integrations
>More features at Yammer

Pros & Cons of Yammer Portal Software

File sharing and the free trial are two of the features that stand out among the rest, but we’re happy to see multiple platforms are available. The single price plan doesn’t allow for variety. You’ll also miss out on content and document control.

PriceService LinesMore
Custom quoteSEO, PPC, Web design>Number of employees: 2-9
>Notable clients: Emilia Piano Studio
>Industries served: Financial services, Business services, Consumer products & services
>More info at WSI Net Advantage

What Customers Are Saying

A reviewer was quite expressive with their view, stating, “Yammer is VERY easy to learn, very easy to use, organized and provides TONS of features!! I can message others, post in groups and even create my own groups.” Another user was also impressed, writing, “I like that it is simplified and it’s quite easy to use even for the newbies. The tiling of feeds according to subject and relevance makes it easier to get the best out of.”

What Is Portal Software?

This type of development software is widely used for a company’s intranet so employees have a central portal for access to specific files and processes. Other tools they can use include emails, CRM systems, newsletters, bulletin boards, workgroups, and calendars. The business will customize the system to contain its brand, consisting of complex functions and tools for enhanced automation and organization.

There are two types of software. The first one is known as a Lean Portal that delivers a personal experience for each member that accesses their relevant data. It’s unobtrusive, and you’ll find it easier to implement.

The second type is the Robust Portal. It may contain several channels, passages, or sub-portals that focus on detailed content management. You can monitor social insights, manage business processes, integrate system packages, and utilize collaboration tools.

As you can tell, most of the portal software we’ve reviewed falls into the Robust category.

There are several tips you can use to develop portal software that has a people-centric approach, no matter how advanced the system. First, you’ll need to evaluate the end users’ needs and how they engage with processes and procedures. You should also ensure it aligns with the company’s objectives in terms of efficiency, transparency, and improved productivity.

Benefits of Portal Software

You’ll find plenty of benefits to using the best portal software for your business. Let’s take a look at the top ones:

  • Convenience: Whether you’re dealing with employees or partners, they’ll enjoy effortlessly interacting with you. With documents and details in a central place, it’s easy to access any information they need with a few clicks. Cloud integration also allows members to sign in remotely from a local or international location.
  • Improved services: Some massive enterprises, such as local and national government entities, have branches that deliver internal services to other departments. The portal can record satisfaction levels with delivery times, quality support, and so much more. You can also set benchmarks to improve services.
  • Increased productivity: Administration and business processes can eat up a company’s resources, such as time, money, and labor spent on manual tasks. Fortunately, portal software automates most of these functions to streamline them towards better productivity among your team.
  • Secure data transfer: Users of the system may need to log in to make financial payments or read confidential information. You’ll want information protection and SSL encryption to ensure only the correct people can view the personal files. The best portal software generally has this in place to save you the hassle.
  • Enhanced collaboration: It can be immensely frustrating to wait for the internet to refresh when you’re looking for an important file to arrive via email or Dropbox. With this software, all communication and document sharing is nearly instant, ensuring you don’t waste valuable time.

Must-Have Features of Portal Software

Don’t be eager to sign up for the first portal software system you find. There are a few features you should look for, which we’ll take you through now:

  • Dynamic home page: This section will be the face of your company to employees and partners. You’ll want to create a design that’s friendly, welcoming, warm, and easy to engage with through various menus and links. It also needs to have the latest information.
  • Document management: One of the primary reasons a business installs a portal software system is to grant members access to vital documents. You should also check to see if it has any file-sharing capabilities to edit and send items quickly.
  • Search function: Imagine you’re part of an organization with thousands of files and you’re looking for a specific one. It will literally be like looking for a needle in a haystack if there’s no organization or search tool of some kind.
  • Access control: While you’ll have several users in the system reading through files and searching for their information, you’ll want to control permissions for specific areas. The portal software must let you set different access control types, depending on the nature of your business.
  • Automated tasks: We mentioned improved productivity as a benefit of the best portal software. However, that won’t take place if the system doesn’t let you automate the mundane tasks that take up time. Make sure you find one with a robust tool for this feature.

The Cost of Portal Software

Finding the right balance between cost and function can be daunting. You don’t want to pay a monthly fortune at the expense of your revenue, but you also need the best features portal software can offer. Fortunately, most of the products listed above have different packages you can evaluate.

You’ll usually find amounts per agent or user per month. The amounts we found are between $10 and $100. However, you could also pay an annual fee of between $6,500 and $13,500 regardless of the number of members.

Not all companies are cut from the same cloth. You may need to look for a tailored solution that incorporates custom features that suit your business objectives. In these cases, you can request a quote or test one of the free trials before making any payments.