Side by side
ClientManager vs Portal
Both stand on proposal software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial Web
ClientManager brings client work, projects, sales, invoices, and portals into one web service. Its plan limits scale from a solo user to unlimited Enterprise allowances, but the trial charges on day seven unless canceled.
Visit ClientManager Paid WebiPhone
Portal brings proposal creation, signing, payments, tracking, reporting, integrations, and branding into one web and iOS service. Its four monthly tiers provide different user counts and proposal allowances, with a 14-day trial instead of a free plan.
Visit PortalThe facts
| ClientManager | Portal | |
|---|---|---|
| Free plan | A free trial | No |
| Open source | Not published | Not published |
| Runs on | Web | Web, iPhone |
| Lowest paid plan | Solo: $12 a month | Lite: $29 a month |
| Plans published | 3 | 4 |
| Maker | Not published | Portal |
| Website | clientmanager.io | portal.io |
| On proposal software | #70 of 134 | #66 of 134 |
ClientManager: what it does well
- Built-in e-signatures
- Client portal supports payments and scheduling
- Visual deal pipeline
- Calendar sync with Google Calendar
- Seven-day trial available
What to know first
- No free plan
- Solo includes one team seat
- Storage ranges from 1GB to 4GB
- Refunds are not offered
Portal: what it does well
- Built-in electronic signatures
- Online payment collection
- Client activity tracking
- CRM integrations
- Custom branding
What to know first
- No free plan
- Plans billed monthly
- Lite limits new proposals to 10 monthly
- Higher tiers cost up to 349.00 USD monthly
Alternatives to ClientManager Alternatives to Portal The whole list