Notion Client Portal + Dashboard Alternatives

Nifty is an all-in-one project management solution designed to streamline team collaboration and workflow automation. With features like task management, time tracking, real-time progress reporting, and milestone tracking, Nifty enables teams to stay organized and on schedule. Its user-friendly interface includes integrated chats, docs, goals, and seamless app integrations, making it an ideal choice for project planning, client collaboration, and managing complex workflows—all in one platform.

The best thing about Nifty is its flexibility. Even with the free plan, you can do some pretty powerful things. It is a product that can start out with small/growing teams and grow into an enterprise solution. It puts many other similar products to shame.

Think Slack but for client relationship. Create a Space for each client and together share notes, documents, request files, jump on video calls or just chat. Make collaboration simple by organizing all exchanges and keeping everything in one permanent place!

It’s easy to organize your files, docs, attachments and keep everything in one place that’s accessible. Welcome Spaces makes my client interactions a breeze. I never have to stop what I’m doing to look for a particular invoice or document because it’s all right there in sequence.

Dock is a collaborative workspace for prospects and customers. Dock makes it easy to set up digital sales rooms, onboarding checklists, client portals and project hubs.

Dock has truly changed the game for us regarding any sort of engagement with prospects, customers, investors, AND prospective hires. And the craziest thing... We originally thought Dock was just going to be another "Sales" tool, where in actuality, it became our "Everything" tool. We use it for sales, onboarding, customer success, fundraising, and hiring. TOTAL GAME CHANGER! Dock gives us the power to consistently impress our prospects, customers, investors, etc by giving them a space to collaborate and communicate with our teams beautifully and simply. As a PROUD Dock user for over six months, I have to say that Alex and his team have made something extraordinary... and they are just getting started! To anyone who reads this, I highly recommended giving Dock a try - you will not regret it! 🚀🤝

The ultimate system for managing client projects