10 Best (And Super Unique!) Client Collaboration Tools in 2025

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Ratul Rahman

5 min read •
Sep 30, 2024
Run Your Business

If you work somewhere where you need client collaboration, you just know how hard it often can be with geographical barriers and often clients want real-time communication.,In HubXpert, we searched far and wide for some tools to really, really help optimise our work process, and we found some client collaboration tools. Here, we use some of the tools ourselves, and some of the tools are not really for our industry, but we still added them for your help!,So, let’s check them out!

1

Key Features of Strong Client Collaboration Tools

Client communication and collaboration are complicated matters. So, we need tools that can either enable you to do all these complicated things, or make them easier to do overall.

In this section, we will talk about some of our key requirements, and when we talk about the actual tools, we will cross check them one by one.

Real-time communication and collaboration

Any client collaboration tools we use, or at least most of them, should have a real-time communication option.

File sharing and document management

If the tools allow us to share files, that would be amazing. But this isn’t a massive deal because sharing can be done via Google.

Task management and project tracking

If the tool is a task management tool, it should definitely be able to organise and manage tasks, deadlines, and project progress effectively. If it can track project hours and generate accurate invoices for client billing, that is also a Plus

Integration with other tools

It should integrate with other tools, especially the other client collaboration tools you will need to use alongside each one.Now that we are clear about what we want, let’s get going with the tools!
2

Top Client Collaboration Tools

HubSpot
ClickUp
Kantata
Slack
Figjam
Google Workspace
PandaDoc
QuickBooks
Assembla
Zoho Sprints
3

Hubspot

Hubspot-1

HubSpot is a Customer Relationship Management System that offers a suite of client collaboration tools to help you attract, engage, and delight customers. It's like having an assistant for your marketing, sales, and customer service teams. It is also the integration hub, because almost every Saas on earth has an integration with HubSpot, and it is easy to establish!,HubSpot comes with the following services:HubSpot comes with the following services:

Key Features:

Marketing Hub

Create and manage content, optimise your website for search engines, build email lists, and automate marketing campaigns.

Sales Hub

Track and manage leads, close deals, and forecast sales.

Service Hub

Provide exceptional customer support, build a knowledge base, and manage customer feedback.

Operations Hub

Connect your business systems and automate tasks for improved efficiency.

Content Hub

Content Hub is the new hub of HubSpot, and it focuses solely on website building. You can build your entire website here, and design it the way you want to!.

By using HubSpot, you can attract new customers and nurture leads with Marketing Hub, close deals with Sales Hub, provide excellent customer support with Service Hub. You can improve efficiency, measure and analyse your results with any of these Hubs!

4

ClickUp

ClickUp-1

ClickUp is a powerful and customisable project management tool that will definitely and massively help you organise everything under one roof, and it is also scalable for your team if you have a big team. Let’s take a look at the features ClickUp offers as client collaboration tools.

Key Features:

Task Management

Create, assign, and track tasks.

Project Management

Organise and manage projects with Kanban boards, Gantt charts, and list views.

Time Tracking

Accurately track time spent on tasks and projects.

Collaboration

Facilitate real-time collaboration with team members and clients.

Document Management

Store and share files directly within ClickUp.

Customisable Workspaces

Create workspaces tailored to your specific needs and team structure.

Integrations

Connect ClickUp with other tools like Slack, GitHub, and Google Drive.

If you use ClickUp, you can increase your productivity, improve the quality and the organisation of your work, and in general, make your client's life a little easier. Tell me, who doesn’t want that?

5

Kantata

Kantata-1

Kantata is also a project management platform, but the design focus here was for professional services, and providing ALL services under God’s green Earth. Kantata is a superpowered app that can almost work as your ERP as well as your project management platform. Let’s look at the features Kantata provides!

Key Features:

Project Management

Manage projects from start to finish with task management..

Resource Management

Optimise your team's utilisation and capacity planning.

Financial Management

Track expenses, revenue, and profitability at the project level.

Time Tracking

Accurately capture time spent on projects for billing and reporting purposes.

Client Relationship Management

Manage client interactions, contracts, and proposals.

Integration

Kantata integrates with other systems like accounting and CRM software.

With all features combined, Kantata will give you an improved project visibility, will allow you to use the limited resources you have to your fullest potential, and that will result in your profits getting higher.

6

Slack

Slack-1

Slack is one of the popular communication and client collaboration tools/platforms that goes beyond just messaging. Almost every workspace uses slack now.Slack works best with teams, small or large. But if you are a solo freelancer, you can simply work with clients on their slack as well!

Key Features:

Channels

Organise conversations into channels based on topics or projects.

Direct Messages

Communicate privately with individuals or teams.

File Sharing

Easily share files, documents, and images within channels.

Integrations

Connect Slack with other tools like ClickUp, Asana, and Google Drive.

Video and Audio Calls

Conduct meetings and collaborate in real-time.

App Directory

Access a wide range of apps to extend Slack's functionality.

Slack is the discord of office employees, and it is very much worth every single bit of attention it gets, even if it isn’t really a unique feature.

7

Figjam

Figjam-1

Figjam is a whiteboard platform. And it is really good at doing its job. You can brainstorm, ideate, and visualise projects alone, with your team, or with your clients using Figjam. Let’s see what Figjam brings to the table:

Key Features:

Whiteboarding

Create digital whiteboards for brainstorming, mind mapping, and sketching.

Collaboration

Work together in real-time with team members and clients.

Templates

Use pre-designed templates to get started quickly.

Integration

Connect Figjam with other tools like Slack and Google Workspace.

Presentation Mode

Present your work to others with ease.

Figjam is one of the cheapest software to ever use, so it is already not a point of concern for most people. The visualisation you can do with it can help you and your clients save billions of hours in miscommunication, that alone makes Figjam worth it.

8

Google Workspace

Google workplace-1

Google doesn’t need an introduction. A large number of people think of Google as the internet itself, and it isn’t even a far fetched idea. It is not a unique tool, but Google is, by far, the best there is.,Let’s see what you can get with a Google Workspace subscription:

Key Features:

Gmail

A powerful email client with features like smart reply, spam filtering, and integration with other Google tools.

Google Calendar

Manage your schedule, schedule meetings, and set reminders.

Google Drive

Store and share files of all types, including documents, spreadsheets, and presentations.

Google Docs, Sheets, and Slides

Create, edit, and collaborate on documents, spreadsheets, and presentations in real time.

Google Chat

Communicate with individuals or groups in real time.

Google Meet

Conduct video meetings with up to 250 participants.

All these tools are the best at what it does, and that along with the benefits of Google’s services make it worth it. If you are not using Google, you’re probably in a mess and have to use 20 different softwares. Use Google. It will be the best you can find.

9

PandaDoc

PandaDoc-1

PandaDoc is a cloud-based contract management platform that simplifies the creation, negotiation, and signing of contracts. With PandaDoc, you can streamline your workflows, improve efficiency, and reduce the time it takes to close deals.

Key Features:

Template Creation

Create reusable templates for common contract types.

e-Signature

Allow clients to sign contracts electronically.

Workflow Automation

Automate approval processes and reminders.

Integration

Integrate with other tools like CRMs and payment gateways.

The e-sign of PandaDoc is the main reason everyone uses it, and they know it themselves. The contract management at PandaDoc is amazing for small businesses. However, if you are a massive business sending thousands of documents around, you should consider larger enterprise solutions.

10

QuickBooks

QuickBooks-1

QuickBooks is a popular accounting software that can help you manage your finances efficiently. With QuickBooks, you can track income and expenses, generate invoices, and manage your payroll. Here are the key features of QuickBooks:

Key Features:

Income and Expense Tracking

Accurately track your income and expenses.

Invoicing

Create and send professional-looking invoices.

Payroll Management

Manage payroll, taxes, and employee benefits.

Financial Reporting

Generate customizable reports to analyse your financial performance.

Integration

Integrate QuickBooks with other business tools like CRM and project management software.

QuickBooks made its way to almost every startup and small business’s tech stack due to the immense accounting benefit it provides. If you are not using any accounting softwares, consider QuickBooks, because it will be an immense time saver at the end of the day!

11

Assembla

Assembla-1

Assembla is the true developer's dream. This tool was created specifically to Collaborate on software development projects with a seriously impressive feature tool. It is a Source Code Management Platform that supports Perforce, Apache Subversion (SVN), and Git.

Key Features:

Version Control

Manage changes to your code and collaborate effectively with your team.

Issue Tracking

Track bugs, tasks, and feature requests.

Continuous Integration

Automate the building, testing, and deployment of your software.

Project Management

Plan and manage your software development projects.

Collaboration

Facilitate communication and collaboration among team members.

With Assembla, you get a bunch of features you aren’t getting with anyone else on the list. So, your dev team will be happy with Assembla, that is for sure. The most obvious alternative to Assembla is GitHub, but if you need project management functionalities as well as coding functionalities, Assembla is kind of your only option.

12

Zoho Sprints

Zoho Sprints-1

If you are into agile methodology, and use agile methods like Scrum in your project, chances are you already are using Zoho Sprints. Sprints is an agile project management tool. It is also designed for teams that follow a specialised structure, and it will help you maintain that structure. Let’s see what Zoho Sprints offers as client collaboration tools:

Key Features:

Kanban Boards

Visualise your workflow and track project progress.

Task Management

Create, assign, and track tasks.

Time Tracking

Accurately capture time spent on tasks.

Sprints and Burndown Charts

Plan and track your team's progress.

Integration

Integrate with other Zoho tools and third-party applications.

Zoho Sprints is that kind of software, if you don’t need it, you don’t need it. But if you do, you won’t find anything good like Sprints anywhere else. So, give it a shot!

13

What Now?

Effective client collaboration is a must to succeed in your business.Explore the options in this guide, choose any client collaboration tools you need, and achieve your business objectives!,If you need help with your CRM, or your ERP, we will be there for you!Click the button for a consultation below!

 

 

Founder & CEO @ Hubxpert. My goal is to make every company using HubSpot succeed in their marketing organisation and automation.

Tonmoy Baidya

Ratul Rahman

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