Based on our record, Client Portal seems to be a lot more popular than Copper. While we know about 16 links to Client Portal, we've tracked only 1 mention of Copper. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago
I've looked into client-portal.io, GiveWP, gravity forms, WP customer area, and memberpress, but unless I'm mistaken, they all are missing a feature, too expensive, etc. Source: 8 months ago
Most user portal plugins can do this e.g. client-portal.io. Source: 12 months ago
What do you mean “adapts to each user”? Like a client portal? https://client-portal.io. Source: over 1 year ago
Thanks! I’m pretty well versed in Wordpress, have built a number of sites with it. I wasn’t sure how to handle the customer portal, but I just found this which looks like it would work, https://client-portal.io/. Source: almost 2 years ago
Https://client-portal.io/ does most of what you're after. Source: about 2 years ago
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.
Klient - Klient is a service automation software that allows for the professional to bring the results that make more revenue for your organization.