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Client Portal Software Deliver Personalized, Always-On Client Support

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Trusted by companies of all sizes

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What is a Client Portal and How Does it Streamline Support?

A client portal, like a customer portal, is a secure digital space where clients can log in to manage support requests, access resources, and collaborate with your team, all in one place.

  • Centralized Access: Submit, track, and manage tickets in one organized view with real-time updates.
  • Self-Service Tools: Access articles and FAQs to resolve issues quickly without waiting for an agent.

Why choose secure client portal software for modern support?

Built for Customer Ease and Business Growth

The BoldDesk client portal gives your customers control over their support experience while helping your business respond faster, scale easily, and stay on brand.

For Your Clients

Instant Answers Anytime

Quickly access a searchable help center with articles, guides, and visuals.

Help While You Browse

Create tickets while browsing help articles for a faster support experience.

Resources That Empower

Access helpful resources anytime and resolve issues independently through self-service.

For Your Business

Support Clients 24/7

AI and knowledge tools keep answers flowing even when your team is offline.

Reduce Ticket Load

Self-service tools help clients solve issues themselves, cutting down on new tickets.

Build a Stronger Brand

A branded portal shows you're modern, professional, and client-focused.

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  • No credit card required

AI-Enhanced Support Inside Your Client Portal

Enable AI in your portal to support clients around the clock. Maintain consistent quality and tone at scale.

Live Chat Using AI Agent

The AI Agent answers from your knowledge base 24/7 and hands off complex cases to your team with full context.

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Agent Assist With AI Copilot

AI Copilot drafts replies, summarizes threads, and surfaces relevant articles, so agents respond clearly and fast.

AI-assisted customer support email interface suggesting an apologetic refund message within a responsive client portal software workspace.

Automated Steps With AI Actions

AI Actions update fields, add tags, and trigger workflows directly from client interactions to speed operations.

AI chat interface handling a customer complaint about delayed orders and offering resolutions inside modern client portal software.

Instant Answers With AI Search

Intelligent search understands intent and presents relevant articles from your knowledge base for faster self-service.

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Discover added value for client success

What More Can You Get With Advanced Client Portal Software?

REQUESTS FROM EVERY CHANNEL

Simplify Intake Across Email, Chat, Forms, and Portal

Requests from email, live chat, web forms, and portal support agency and SMB onboarding workflows while your team works from one queue.

  • tick icon Converts messages from digital channels into trackable tickets
  • tick icon Supports portal submissions without login using configured forms
  • tick icon Routes requests to the right team automatically
Configure Intake Options right arrow
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SELF SERVICE THAT WORKS

Help Clients Resolve Issues Faster with Articles and Guides

A multilingual knowledge base enables guidance in local languages, so clients resolve common questions independently.

  • tick icon Surfaces relevant articles inside the portal
  • tick icon Allows ticket creation while reading guidance
  • tick icon Reduces new tickets through effective self service
Open Knowledge Base right arrow
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INSIGHTS IN REAL TIME

Measure Portal Adoption and Self-Service Outcomes

Portal analytics reveal article opens, self-service resolutions, and adoption across mobile and desktop.

  • tick icon Tracks portal views and article open
  • tick icon Monitors self-service trends and deflection
  • tick icon Supports leadership decisions with clear metrics
Explore Reports and Analytics right arrow
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YOUR DATA ALWAYS PROTECTED

Build Trust Through Secure Support Operations

Protect data with role-based permissions, SSO, encryption, and alignment with major security and privacy frameworks.

  • tick icon Aligned with standards such as SOC 2, GDPR, and HIPAA
  • tick icon Ensures end to end data protection with encryption and access controls
  • tick icon Maintains audit trails for secure, compliant operations
Explore Legal Security right arrow
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STATUS YOU CAN TRUST

See Every Request in One Organized View

Tracking support is simple when clients have a single place to review progress with clear SLA timers, status history, and audit trails in a branded, white label portal.

  • tick icon Shows live updates in the portal
  • tick icon Displays status changes and activity history
  • tick icon Keeps timelines transparent for every request
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PRICING

Flexible Plans, Clear Pricing

Find the perfect plan for your business with No hidden costs, No surprises, and No lock-ins.

Limited by Your Existing Client Portal? We’ll Help You Move

Switching to a better client portal shouldn’t come at a cost. That’s why BoldDesk will buy out your existing contract (terms apply) and migrate your support setup at no charge.

  • tick-iconWe will cover six months of your current vendor fees
  • tick-iconFree, white-glove migration with zero downtime
  • tick-iconYou can start fresh with better support, risk-free
Apply now & upgrade your portal right arrow icon
  • *Free migration included. Terms apply.
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What Our Customers Say

Awards
Awards
Awards
G2 logo with a 4.6 out of 5 rating and four and a half orange stars
rating

"A Solution That Professionalizes Customer Service in Minutes"

We are a CRM platform based in Brazil, and we previously used a GitHub project to manage customer requests. BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully. It allows our clients to open and track tickets easily.

Carlos Rafael R.

g2image
rating

"Complete platform for ticket management"

Excellent message management as well. Possibility of interface customization. Excellent permission management. Excellent rule management. Very comprehensive with various features. I trust in this product and I love it.

Alberto C.

g2image
rating

"A great product at an affordable price"

BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products. Their customer support is prompt and helpful.

John S.
g2 image
rating

"Excellent tools to use"

The overall application functionality is good, UI/UX and the configurations including automations all the other services are constantly working fine. When it comes to response & resolution for a support tickets it is very satisfactory.

Harsha R.
g2 image
rating

"A Solution That Professionalizes Customer Service in Minutes"

We are a CRM platform based in Brazil, and we previously used a GitHub project to manage customer requests. BoldDesk has everything you could imagine in a customer service platform, including many features like APIs that we are yet to explore fully. It allows our clients to open and track tickets easily.

Carlos Rafael R.

g2 image
rating

"Complete platform for ticket management"

Excellent message management as well. Possibility of interface customization. Excellent permission management. Excellent rule management. Very comprehensive with various features. I trust in this product and I love it.

Alberto C.

g2 image
rating

"A great product at an affordable price"

BoldDesk is easily configurable, highly intuitive, and has many features one would only expect to have in higher priced products. Their customer support is prompt and helpful.

John S.
g2 image
rating

"Excellent tools to use"

The overall application functionality is good, UI/UX and the configurations including automations all the other services are constantly working fine. When it comes to response & resolution for a support tickets it is very satisfactory.

Harsha R.
g2 deal

Frequently Asked Questions

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