Client Portal SoftwareDeliver Personalized, Always-On Client Support
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Branded Portals – Let clients access a white-labeled space to find answers and track requests.
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All-in-One View – Show conversations, updates, and files in one place.
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Secure Ticketing – Clients can submit and follow up on tickets, including through email.
- No credit card required
- Cancel anytime

Trusted by companies of all sizes




How does a client portal streamline customer support?
A client portal brings everything your customers need into one place for efficient support.
- Centralized Support Access: Customers can log in to submit, track, and manage their tickets in one place, making the process faster and more organized.Â
- Self-Service Tools: Customer can access help articles and FAQs to solve common issues quickly, without contacting support.
Why Choose a BoldDesk Client Portal?
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 find answers through 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 to solve issues on your own.
For Your Business
Support Clients 24/7
Clients get instant answers anytime, 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.
- No credit card required
Discover added value for client success
What More Can You Get With BoldDesk’s Client Portal Software?
Give your clients everything they need in one intuitive, easy-to-use portal designed to boost satisfaction, streamline support, and drive long-term success.
Real-Time Ticket Visibility


Easily Submit Support Requests
- Clients can send requests through multiple channels-email, live chat, web forms, or directly from the portal.
- Clients can submit tickets without logging in, using customizable forms that make requests faster and more informative for your support team.
Instant Knowledge Access

AI-Enhanced Support Inside Your Client Portal
Enhance your client portal with AI and giving instant answers.


Instant Answers with AI Search
Help clients get answers faster with an intelligent search that understands what they’re looking for and shows relevant articles.

Instant Subject Suggestions with AI
Speed up ticket creation with an AI that understands intent and suggests smart, relevant subjects based on ticket content, saving time and improving support accuracy.

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.
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We’ll cover 6 months of your existing vendor fees
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Free, white-glove migration with zero downtime
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You can start fresh with better support, risk-free
- *Free migration included. Terms apply.

What Our Customers Say



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

Support That Never Slows Down: BoldDesk’s Trusted Help Team
- 24/5 expert guidance for smooth onboarding and growth.
- Rich tutorials, docs, and how-to resources.
- Proactive help to solve issues before they escalate.
- No credit card required
Frequently Asked Questions
Client portal software let clients log in to a secure space to submit tickets, track progress, and access shared resources.
Yes. You can fully brand the portal with your logo, colors, and domain to match your business identity.
Yes. Clients can view ticket status, submit requests, and browse help articles-all in one place.
Ideal for SaaS, IT, finance, legal, and consulting-any business needing secure client support.Â
Yes. For small teams, BoldDesk offers a powerful yet easy-to-use solution at a competitive price.
PRICING
Flexible Plans, Clear Pricing
Find the perfect plan for your business—no hidden costs or surprises.
Help Desk
Scale
Includes 3 agents
Additional agents at $15/mo
Includes these features:
- Email ticketing
- Knowledge base
- Workflow automation
- Canned responses
- Agent signature
- Custom fields
- Custom views
- Custom domain
- Custom email templates
- Custom ticket status
- Web widgets and web forms
Help Desk & Live Chat
Momentum
Includes 3 agents
Additional agents at $32/mo
All Scale features, plus:
- Live chat
- WhatsApp & Facebook
- Instagram & SMS
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AI Agents
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Generative AI Search
- Ticket auto assignment
- Ticket templates
- Macros
- CSAT surveys
- Multiple ticket forms
- Multiple SLAs & business hours
- SLA reminders & escalation
- Custom roles
- Artificial intelligence add-on (beta)
Help Desk & Live Chat
Enterprise
Includes 3 agents
Additional agents at $48/mo
All Momentum features, plus:
- Ticket approvals
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AI Agents
-
Generative AI Search
- Agent shifts
- Custom Dashboard
- Scheduled reports
- Activity/task management
- Multibrand help desk
- Multibrand knowledge base
- Add contacts to multiple contact groups
- Brand-specific custom email templates
- Artificial intelligence add-on (beta)
Help Desk
Scale
Includes 3 agents
Additional agents at $18/mo
Includes these features:
- Email ticketing
- Knowledge base
- Workflow automation
- Canned responses
- Agent signature
- Custom fields
- Custom views
- Custom domain
- Custom email templates
- Custom ticket status
- Web widgets and web forms
Help Desk & Live Chat
Momentum
Includes 3 agents
Additional agents at $40/mo
All Scale features, plus:
- Live chat
- WhatsApp & Facebook
- Instagram & SMS
-
AI Agents
-
Generative AI Search
- Ticket auto assignment
- Ticket templates
- Macros
- CSAT surveys
- Multiple SLAs & business hours
- SLA reminders & escalation
- Artificial intelligence add-on (beta)
Help Desk & Live Chat
Enterprise
Includes 3 agents
Additional agents at $60/mo
All Momentum features, plus:
- Ticket approvals
-
AI Agents
-
Generative AI Search
- Agent shifts
- Custom Dashboard
- Scheduled reports
- Activity/task management
- Multibrand help desk
- Multibrand knowledge base
- Add contacts to multiple contact groups
- Brand-specific custom email templates
- Artificial intelligence add-on (beta)
Show More Features
Test out all the features of BoldDesk
Start your 15-day free trial with instant access
- No credit card required
- Easy setup
