AI Index / Client portal software for agencies

Best Client portal software for agencies

What AI assistants actually recommend when buyers ask about client portal software for agencies — measured weekly across 4 engines, published as open data.

Updated 2026-08-14 · 48 sampled answers · rolling 4-week window · methodology

Rankings are measured from sampled AI answers — never editorial, never paid. Orbator builds AI-visibility tooling; when Orbator itself appears in any category, it is measured by the same rules as everyone else.

Updated weekly48 samples4 enginesmethodology

Sample: 48 AI answers · Window: Jul 17, 2026Aug 14, 2026 (4-week rolling) · trend vs prior 4 weeks (24 answers)

Samples by engine: GEMINI 16 (last run Jul 25, 2026) · PERPLEXITY 16 (last run Jul 25, 2026) · CHATGPT 8 (last run Jul 28, 2026) · CLAUDE 8 (last run Jul 25, 2026) · GROK 0 (last run Jul 9, 2026 — stalest)

How these numbers are made: sampling design · prompt provenance · what counts as a mention · what we cannot see

On the record: This ranking is frozen as a dated snapshot every day. View this category's history to see what entered and left the ranking and when, or read what the engines actually said on a given day.

What is the best client portal software for agencies?

Across 48 sampled AI answers from 4 engines, Client Portal is recommended most often — appearing in 83.3% of recommendations, followed by Clinked (47.9%) and SuiteDash (45.8%).

This is a measurement of share of voice across 4 AI engines — not an editorial pick. See the full ranking below.

recommendedlistedneutral mentionwarned againstRecommendation share counts answers that recommend or list it — neutral mentions and warnings shown for transparency
#ProductShareTrendEngines
1
Client Portal

client-portal.io

83.3%

95% CI 70.491.3%

40 mentions · avg pos 5.9

first pick 25%

GEMINI 87.5%CHATGPT 100%CLAUDE 62.5%PERPLEXITY 81.3%
Claim
2
Clinked

clinked.com

47.9%

95% CI 34.561.7%

23 mentions · avg pos 12.6

first pick 4.3%

GEMINI 56.3%CHATGPT 62.5%CLAUDE 25%PERPLEXITY 43.8%
Claim
3
SuiteDash

suitedash.com

45.8%

95% CI 32.659.7%

22 mentions · avg pos 7.4

first pick 4.5%

GEMINI 31.3%CHATGPT 62.5%CLAUDE 62.5%PERPLEXITY 43.8%
Claim
4
SuperOkay

superokay.com

41.7%

95% CI 28.855.7%

20 mentions · avg pos 6.1

first pick 25%

GEMINI 56.3%CHATGPT 25%CLAUDE 37.5%PERPLEXITY 37.5%
Claim
5
ClickUp

clickup.com

41.7%

95% CI 28.855.7%

20 mentions · avg pos 12.4

first pick 5%

GEMINI 31.3%CHATGPT 75%CLAUDE 37.5%PERPLEXITY 37.5%
Claim
6
Softr

softr.io

39.6%

95% CI 2753.7%

19 mentions · avg pos 9.8

first pick 15.8%

GEMINI 43.8%CHATGPT 37.5%CLAUDE 25%PERPLEXITY 43.8%
Claim
7
Moxo

moxo.com

35.4%

95% CI 23.449.6%

17 mentions · avg pos 5.5

first pick 17.6%

GEMINI 43.8%CHATGPT 12.5%CLAUDE 25%PERPLEXITY 43.8%
Claim
8
Basecamp

basecamp.com

35.4%

95% CI 23.449.6%

17 mentions · avg pos 9.4

first pick 0%

GEMINI 43.8%CHATGPT 25%CLAUDE 25%PERPLEXITY 37.5%
Claim
9
Notion

notion.so

35.4%

95% CI 23.449.6%

17 mentions · avg pos 11.2

first pick 5.9%

GEMINI 31.3%CHATGPT 62.5%CLAUDE 25%PERPLEXITY 31.3%
Claim
10
Monday.com

35.4%

95% CI 23.449.6%

17 mentions · avg pos 14.1

first pick 5.9%

GEMINI 37.5%CHATGPT 62.5%CLAUDE 12.5%PERPLEXITY 31.3%
Claim
11
Airtable

airtable.com

33.3%

95% CI 21.747.5%

16 mentions · avg pos 9.1

first pick 0%

GEMINI 50%CHATGPT 37.5%CLAUDE 12.5%PERPLEXITY 25%
Claim
12
Bonsai

22.9%

95% CI 13.336.5%

11 mentions · avg pos 7.5

first pick 9.1%

GEMINI 37.5%CHATGPT 12.5%CLAUDE 25%PERPLEXITY 12.5%
Claim
13
Teamwork

teamwork.com

22.9%

95% CI 13.336.5%

11 mentions · avg pos 13.6

first pick 9.1%

GEMINI 25%CHATGPT 25%CLAUDE 12.5%PERPLEXITY 25%
Claim
14
Asana

asana.com

22.9%

95% CI 13.336.5%

11 mentions · avg pos 23.9

first pick 0%

GEMINI 18.8%CHATGPT 50%CLAUDE 25%PERPLEXITY 12.5%
Claim
15
OneSuite

onesuite.io

20.8%

95% CI 11.734.3%

10 mentions · avg pos 6.1

first pick 10%

GEMINI 43.8%PERPLEXITY 18.8%
Claim
16
Dock

dock.us

18.8%

95% CI 10.231.9%

9 mentions · avg pos 4.7

first pick 0%

GEMINI 25%PERPLEXITY 31.3%
Claim
17
Noloco

noloco.io

18.8%

95% CI 10.231.9%

9 mentions · avg pos 5.7

first pick 0%

GEMINI 31.3%CHATGPT 12.5%CLAUDE 12.5%PERPLEXITY 12.5%
Claim
18
ManyRequests

18.8%

95% CI 10.231.9%

9 mentions · avg pos 8.1

first pick 11.1%

GEMINI 31.3%CHATGPT 25%PERPLEXITY 12.5%
Claim
19
Zendo

zite.com

18.8%

95% CI 10.231.9%

9 mentions · avg pos 9.5

first pick 0%

GEMINI 18.8%PERPLEXITY 37.5%
Claim
20
Fastio

fast.io

16.7%

95% CI 8.729.6%

8 mentions · avg pos 2

first pick 0%

CLAUDE 25%PERPLEXITY 37.5%
Claim
21
Agiled

agiled.app

16.7%

95% CI 8.729.6%

8 mentions · avg pos 8.4

first pick 0%

CHATGPT 50%PERPLEXITY 25%
Claim
22
Wrike

wrike.com

16.7%

95% CI 8.729.6%

8 mentions · avg pos 9.6

first pick 0%

GEMINI 25%CLAUDE 25%PERPLEXITY 12.5%
Claim
23
Frame.io

frame.io

16.7%

95% CI 8.729.6%

8 mentions · avg pos 16.7

first pick 0%

GEMINI 18.8%CHATGPT 25%CLAUDE 25%PERPLEXITY 6.3%
Claim
24
Figma

figma.com

14.6%

95% CI 7.227.2%

7 mentions · avg pos 6.8

first pick 14.3%

GEMINI 12.5%CHATGPT 25%CLAUDE 12.5%PERPLEXITY 12.5%
Claim
25
Assembly

joinassembly.com

14.6%

95% CI 7.227.2%

7 mentions · avg pos 7.2

first pick 0%

GEMINI 31.3%PERPLEXITY 12.5%
Claim
26
Slack

slack.com

12.5%

95% CI 5.924.7%

6 mentions · avg pos 6.4

first pick 33.3%

GEMINI 12.5%CHATGPT 12.5%CLAUDE 37.5%
Claim
27
Ahsuite

ahsuite.com

12.5%

95% CI 5.924.7%

6 mentions · avg pos 7.8

first pick 16.7%

GEMINI 12.5%CHATGPT 12.5%PERPLEXITY 18.8%
Claim
28
Filestage

filestage.io

12.5%

95% CI 5.924.7%

6 mentions · avg pos 8.2

first pick 0%

GEMINI 18.8%CLAUDE 25%PERPLEXITY 6.3%
Claim
29
Ziflow

ziflow.com

12.5%

95% CI 5.924.7%

6 mentions · avg pos 8.6

first pick 0%

GEMINI 18.8%CLAUDE 25%PERPLEXITY 6.3%
Claim
30
Plutio

plutio.com

10.4%

95% CI 4.522.2%

5 mentions · avg pos 5.8

first pick 0%

GEMINI 18.8%CLAUDE 12.5%PERPLEXITY 6.3%
Claim
31
Zite

zite.io

10.4%

95% CI 4.522.2%

5 mentions · avg pos 10.3

first pick 0%

GEMINI 18.8%CLAUDE 12.5%PERPLEXITY 6.3%
Claim
32
Pastel

usepastel.com

10.4%

95% CI 4.522.2%

5 mentions · avg pos 13.8

first pick 0%

GEMINI 18.8%CHATGPT 12.5%CLAUDE 12.5%
Claim
33
BugHerd

bugherd.com

10.4%

95% CI 4.522.2%

5 mentions · avg pos 17.5

first pick 0%

GEMINI 12.5%CHATGPT 12.5%CLAUDE 12.5%PERPLEXITY 6.3%
Claim
34
Moxie

withmoxie.com

8.3%

95% CI 3.319.6%

4 mentions · avg pos 2.3

first pick 25%

GEMINI 6.3%CLAUDE 12.5%PERPLEXITY 12.5%
Claim
35
HoneyBook

honeybook.com

8.3%

95% CI 3.319.6%

4 mentions · avg pos 3.8

first pick 50%

GEMINI 18.8%CHATGPT 12.5%
Claim
36
Dubsado

dubsado.com

8.3%

95% CI 3.319.6%

4 mentions · avg pos 5

first pick 0%

GEMINI 25%
Claim
37
Accelo

accelo.com

8.3%

95% CI 3.319.6%

4 mentions · avg pos 6.8

first pick 0%

GEMINI 25%
Claim
38
Planable

planable.io

8.3%

95% CI 3.319.6%

4 mentions · avg pos 9.3

first pick 0%

GEMINI 6.3%CLAUDE 12.5%PERPLEXITY 12.5%
Claim
39
FuseBase

thefusebase.com

8.3%

95% CI 3.319.6%

4 mentions · avg pos 10

first pick 0%

GEMINI 6.3%CHATGPT 25%PERPLEXITY 6.3%
Claim
40
GoVisually

govisually.com

8.3%

95% CI 3.319.6%

4 mentions · avg pos 10.5

first pick 0%

GEMINI 12.5%CLAUDE 25%
Claim
41
AppDeck

appdeck.com

8.3%

95% CI 3.319.6%

4 mentions

first pick 0%

CHATGPT 12.5%PERPLEXITY 18.8%
Claim
42
WeWeb

weweb.io

8.3%

95% CI 3.319.6%

4 mentions

first pick 0%

CLAUDE 25%PERPLEXITY 12.5%
Claim
43
Hello Bonsai

hellobonsai.com

6.3%

95% CI 2.116.8%

3 mentions · avg pos 4

first pick 0%

GEMINI 6.3%PERPLEXITY 12.5%
Claim
44
PageProof

6.3%

95% CI 2.116.8%

3 mentions · avg pos 10.7

first pick 0%

GEMINI 6.3%CLAUDE 25%
Claim
45
WordPress

wordpress.com

6.3%

95% CI 2.116.8%

3 mentions · avg pos 11.5

first pick 0%

GEMINI 6.3%CHATGPT 12.5%PERPLEXITY 6.3%
Claim
46
ReviewStudio

6.3%

95% CI 2.116.8%

3 mentions · avg pos 12

first pick 0%

GEMINI 6.3%CLAUDE 25%
Claim
47
Zoho

zoho.com

6.3%

95% CI 2.116.8%

3 mentions · avg pos 15

first pick 0%

GEMINI 12.5%PERPLEXITY 6.3%
Claim
48
CoordinateHQ

4.2%

95% CI 1.214%

2 mentions · avg pos 5.5

first pick 0%

GEMINI 6.3%CLAUDE 12.5%
Claim
49
Hubflo

4.2%

95% CI 1.214%

2 mentions · avg pos 5.5

first pick 0%

GEMINI 6.3%PERPLEXITY 6.3%
Claim
50
Marker

marker.io

4.2%

95% CI 1.214%

2 mentions · avg pos 9

first pick 0%

CLAUDE 12.5%PERPLEXITY 6.3%
Claim
51
Flowlu

flowlu.com

4.2%

95% CI 1.214%

2 mentions · avg pos 10.5

first pick 0%

GEMINI 12.5%
Claim
52
Knack

knack.com

4.2%

95% CI 1.214%

2 mentions · avg pos 11

first pick 0%

GEMINI 6.3%PERPLEXITY 6.3%
Claim
53
Aproove

4.2%

95% CI 1.214%

2 mentions · avg pos 14.5

first pick 0%

GEMINI 12.5%
Claim
54
Google Workspace

workspace.google.com

4.2%

95% CI 1.214%

2 mentions · avg pos 15

first pick 0%

GEMINI 12.5%
Claim
55
ProofHub

proofhub.com

4.2%

95% CI 1.214%

2 mentions · avg pos 20

first pick 0%

GEMINI 6.3%CLAUDE 12.5%
Claim
56
Dropbox Sign

dropbox.com

4.2%

95% CI 1.214%

2 mentions · avg pos 30

first pick 0%

CHATGPT 25%
Claim
57
Onehub

4.2%

95% CI 1.214%

2 mentions · avg pos 35

first pick 0%

GEMINI 6.3%CHATGPT 12.5%
Claim
58
Huddle

4.2%

95% CI 1.214%

2 mentions · avg pos 36

first pick 0%

CHATGPT 25%
Claim
59
GuideFlow

guideflow.com

4.2%

95% CI 1.214%

2 mentions

first pick 0%

PERPLEXITY 12.5%
Claim
60
HubSpot CRM

hubspot.com

4.2%

95% CI 1.214%

2 mentions

first pick 0%

CHATGPT 25%
Claim
61
OnRamp

onramp.us

4.2%

95% CI 1.214%

2 mentions

first pick 0%

PERPLEXITY 12.5%
Claim
62
Rock.so

rock.so

4.2%

95% CI 1.214%

2 mentions

first pick 0%

PERPLEXITY 12.5%
Claim
63
Zapier AI

zapier.com

4.2%

95% CI 1.214%

2 mentions

first pick 0%

CHATGPT 12.5%PERPLEXITY 6.3%
Claim
64
ClientManager

2.1%

95% CI 0.410.9%

1 mentions · avg pos 1

first pick 100%

GEMINI 6.3%
Claim
65
Agency Handy

agencyhandy.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 2

first pick 0%

CLAUDE 12.5%
Claim
66
Taskip

taskip.net

2.1%

95% CI 0.410.9%

1 mentions · avg pos 3

first pick 0%

GEMINI 6.3%
Claim
67
Nifty

nifty.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 5

first pick 0%

GEMINI 6.3%
Claim
68
Kitchen

2.1%

95% CI 0.410.9%

1 mentions · avg pos 7

first pick 0%

GEMINI 6.3%
Claim
69
Ravetree

ravetree.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 7

first pick 0%

GEMINI 6.3%
Claim
70
Glide

glide.app

2.1%

95% CI 0.410.9%

1 mentions · avg pos 9

first pick 0%

CHATGPT 12.5%
Claim
71
InVision

invisionapp.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 9

first pick 0%

CHATGPT 12.5%
Claim
72
Zeplin

2.1%

95% CI 0.410.9%

1 mentions · avg pos 9

first pick 0%

CHATGPT 12.5%
Claim
73
Markup

markup.io

2.1%

95% CI 0.410.9%

1 mentions · avg pos 10

first pick 0%

CHATGPT 12.5%
Claim
74
zipBoard

zipboard.co

2.1%

95% CI 0.410.9%

1 mentions · avg pos 10

first pick 0%

GEMINI 6.3%
Claim
75
Bubble

bubble.io

2.1%

95% CI 0.410.9%

1 mentions · avg pos 11

first pick 0%

GEMINI 6.3%
Claim
76
Webvizio

webvizio.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 11

first pick 0%

GEMINI 6.3%
Claim
77
Content Snare

contentsnare.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 12

first pick 0%

GEMINI 6.3%
Claim
78
ShareFile

sharefile.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 14

first pick 0%

GEMINI 6.3%
Claim
79
Vimeo Pro

vimeo.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 14

first pick 0%

CHATGPT 12.5%
Claim
80
Wipster

2.1%

95% CI 0.410.9%

1 mentions · avg pos 15

first pick 0%

CHATGPT 12.5%
Claim
81
Trello

trello.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 16

first pick 0%

GEMINI 6.3%
Claim
82
Microsoft

microsoft.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 18

first pick 0%

CHATGPT 12.5%
Claim
83
DocSend

2.1%

95% CI 0.410.9%

1 mentions · avg pos 19

first pick 0%

CHATGPT 12.5%
Claim
84
Adobe Sign

adobe.com

2.1%

95% CI 0.410.9%

1 mentions · avg pos 20

first pick 0%

CHATGPT 12.5%
Claim
85
Sydnee Client Portals

2.1%

95% CI 0.410.9%

1 mentions · avg pos 21

first pick 0%

GEMINI 6.3%
Claim
86
ClickReach

clickreach.io

2.1%

95% CI 0.410.9%

1 mentions · avg pos 22

first pick 0%

CHATGPT 12.5%
Claim
87
Slack Connect

2.1%

95% CI 0.410.9%

1 mentions · avg pos 49

first pick 0%

CHATGPT 12.5%
Claim
88
FlowLa

flowla.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

PERPLEXITY 6.3%
Claim
89
Loom

loom.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

CHATGPT 12.5%
Claim
90
Taskade

taskade.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

PERPLEXITY 6.3%
Claim
91
The Digital Project Manager

thedigitalprojectmanager.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

PERPLEXITY 6.3%
Claim
92
Usersnap

usersnap.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

PERPLEXITY 6.3%
Claim
93
Worklenz

worklenz.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

PERPLEXITY 6.3%
Claim
94
Zendesk

zendesk.com

2.1%

95% CI 0.410.9%

1 mentions

first pick 0%

PERPLEXITY 6.3%
Claim

Reading the numbers: Share is a point estimate on 48 sampled answers, so each row also shows its 95% CI — the Wilson score interval around that share. When two products' intervals overlap, the gap between them isn't statistically meaningful at this sample size. First pick is the share of a product's recommending answers where it was named first, which separates “always mentioned” from “usually the top recommendation”. Full methodology.

Independence: Orbator customers are badged for disclosure. Customer status does not affect prompts, sampling, extraction, or ranking — see the methodology. Your product on this list? Claim it to see the prompts behind your rank and track it weekly.

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