Sneha Karnani
7.8/10
(Sprout Score)
Product is rated as #11 in category Client Portal
Clinked is an advanced client portal software that offers a secure and highly customizable platform for businesses to collaborate, share files, and manage projects with ease.
PROS:
- Customizability
- Secure Collaboration
- Mobile Access
- Integration Capabilities
- Versatile Functionality
CONS:
- Learning Curve
- Pricing
- Limited Industry-Specific Solutions
- Customer Support
- Dependency on Internet Connectivity
Details about Clinked
Clinked is an advanced client portal software that offers a secure and highly customizable platform for businesses to collaborate, share files, and manage projects with ease. With its white-label capabilities, Clinked allows you to brand the portal as your own quickly and effortlessly. Whether you are a financial services firm, legal service provider, accounting agency, or any other industry, Clinked provides a versatile solution to meet your specific requirements.
The platform offers a range of powerful features designed to streamline your business operations. It functions as a client portal, enabling you to effectively manage and share client and business documents. Collaborate seamlessly on files, tasks, events, and discussions, while receiving push notifications for important updates, chats, and @mentions. Clinked also serves as a virtual data room, ensuring the secure storage and sharing of highly sensitive information with external stakeholders within a bank-grade secure environment.
Additionally, Clinked supports data collection through its integrations, allowing you to gather information in a highly secure and organized manner. It caters to various industries such as health and safety, accounting, and financial firms, which benefit from its robust data collection capabilities. Furthermore, Clinked offers a task-based onboarding portal, enabling you to set up onboarding tasks for new clients, request signatures, and provide restricted access to training documents.
The platform flexibility extends to a sales management portal, where you can provide access to paid learning materials securely stored within the portal. With over 3,000 integrations available, Clinked offers endless possibilities to customize and enhance your business processes. You can seamlessly share and collaborate with clients on any device, thanks to its mobile-friendly interface. Integration with existing workflows and tools is effortless, enabling you to connect your portal with ease.
Key Features of Clinked:
- Custom Branded Portal: Brand the portal as your own quickly and easily, ensuring your company’s identity is front and center.
- Client Portal: Set up a dedicated space to manage clients and their documents. Collaborate on files, tasks, events, and discussions, and receive push notifications for @mentions, chats, and updates.
- Virtual Data Room: Safely store and share highly sensitive information with external stakeholders within a bank-grade secure environment.
- Data Collection Portal: Utilize integrations to collect information securely and in an organized manner. Perfect for industries like Health and Safety, Accounting, and Financial firms.
- Task-Based Onboarding Portal: Streamline the onboarding process for new clients by setting up tasks, requesting signatures, and providing restricted access to training documents.
- Sales Management Portal: Grant secure access to paidlearning materials stored within the portal, facilitating sales training and enablement.
- Extensive Integrations: Benefit from over 3,000 integrations, offering limitless possibilities to enhance your workflows and connect with existing tools.
- Mobile Compatibility: Seamlessly share and collaborate with clients on any device, allowing you to stay connected and productive whether in the office or on the go.
- Integrated Group Chat: Stay in touch and up to date with built-in group chat functionality, ensuring efficient communication and collaboration within the portal.
- Customizable Workspaces: Create individual workspaces for clients or projects, tailoring them to specific needs. Set up tasks, follow-up meetings, and approvals within each workspace.
- Bank-Grade Security: Build trust with clients by protecting their data using top-tier security measures for file storage and accessibility.
- Streamlined Business Operations: Clinked helps streamline your business processes, allowing for efficient coordination of projects with clients or teams.
Clinked prioritizes security, ensuring bank-grade protection for file storage and accessibility. By safeguarding your clients’ data, you can build trust and confidence. The platform collaborative features, including group chat, @mentions, and expressive notifications, keep you and your clients connected, informed, and up to date.
Discover the power of Clinked white-label client portal and experience a streamlined approach to coordinating projects with your clients or teams. Book a demo today to explore how Clinked can revolutionize your business operations and engage your clients like never before.
Price Plans of Clinked
Clinked offers the following price plans and subscription details:
- Lite Plan: Monthly Price: $95/month (billed annually)
- Standard Plan: Monthly Price: $239/month (billed annually)
- Premium Plan: Monthly Price: $479/month (billed annually)
- Enterprise Plan: Custom Pricing
Photos: Clinked
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FAQs related of Clinked
What is Clinked and how can it benefit my business?
Clinked is a secure client portal software that offers a range of features to enhance collaboration, file sharing, and project management. By using Clinked, you can streamline communication with your clients, securely share sensitive information, and create customized workspaces for efficient collaboration. These features can boost productivity, improve client satisfaction, and help your business stay organized.
Is Clinked customizable to match my brand?
Yes, Clinked offers extensive customization options to ensure that the client portal reflects your brand identity. You can easily brand the portal with your company logo, colors, and other visual elements, making it a seamless extension of your brand. This helps create a professional and cohesive experience for your clients,reinforcing your brand image.
What level of customization does Clinked offer?
Clinked provides two levels of customization: Level 1 (Easy) and Level 2 (Bespoke). With Level 1 customization, you can quickly and easily brand the portal on your own, customizing it to match your company’s identity. Level 2 customization offers a more tailored solution, where Clinked infrastructure is used to build a custom portal based on your specific requirements. Whether you need simple branding or a fully customized solution, Clinked has you covered.
Can Clinked be used as a client portal?
Absolutely! Clinked is designed to function as a client portal, allowing you to efficiently manage your clients and their associated documents. You can collaborate with your clients on files, tasks, events, and discussions, all within a secure environment. Clinked also provides push notifications for @mentions, chats, and updates, keeping everyone informed and engaged.
Is Clinked suitable for storing highly sensitive information?
Yes, Clinked offers a virtual data room feature that allows you to securely store and share highly sensitive information with external stakeholders. The platform ensures bank-grade security for file storage and accessibility, providing you with peace of mind when dealing with confidential data. This makes it an ideal solution for industries such as finance, legal services, and healthcare, where data security is of utmost importance.
Can Clinked be used for data collection purposes?
Definitely! Clinked offers integrations that enable you to collect information in a highly secure and organized manner. This feature is particularly beneficial for industries like health and safety, accounting, and financial firms, where data collection plays a crucial role. With Clinked, you can streamline the process of gathering information and ensure its confidentiality and integrity.
Does Clinked support task-based onboarding for new clients?
Yes, Clinked provides a task-based onboarding portal that allows you to set up onboarding tasks for new clients. You can request signatures, provide restricted access to training documents, and guide clients through the onboarding process effectively. This helps ensure a smooth transition for new clients and improves their overall experience with your business.
Can Clinked be used as a sales management portal?
Absolutely! Clinked can serve as a sales management portal where you can set up access to paid learning materials securely stored within the portal. This feature is particularly useful for businesses that offer training or educational resources as part of their sales process. By utilizing Clinked, you can provide your clients with a centralized platform to access valuable materials and enhance their learning experience.
How many integrations does Clinked offer?
Clinked offers over 3,000 integrations, providing extreme flexibility in terms of how the platform can be used. These integrations allow you to connect Clinked with various other tools and workflows that your business already uses. By leveraging these integrations, you can create seamless workflows and optimize productivity by combining the power of Clinked with your existing software ecosystem.
Is Clinked accessible on mobile devices?
Yes, Clinked is designed to be mobile-friendly, allowing you to share seamlessly with your clients from any device, whether in the office or on the go. The mobile application ensures that you can stay connected and collaborate with your clients conveniently, regardless of your location. This level of accessibility enhances productivity and improves communication within your business.
Can Clinked be integrated with existing workflows and tools?
Absolutely! Clinked provides integration capabilities that allow you to connect your portal with already existing workflows and tools. This means you can seamlessly incorporate Clinked into your existing software ecosystem, ensuring a smooth transition and minimizing disruptions to your established processes. The integration capabilities of Clinked enhance productivity and enable efficient collaboration across platforms.
How does Clinked facilitate collaboration among teams and clients?
Clinked facilitates collaboration by allowing you to create individual and customizable workspaces for your clients or projects. Within these workspaces, you can set up tasks, schedule follow-up meetings, and obtain approvals, all while keeping everyone involved on the same page. Additionally, the integrated group chat, @mentions, and expressive notification system ensure that communication flows smoothly, fostering collaboration and boosting productivity.
Can I create custom workspaces for different clients or projects?
Yes, Clinked enables you to create individual and custom workspaces tailored to your clients or specific projects. This flexibility allows you to structure your collaboration efforts in a way that aligns with your business needs. You can create dedicated workspaces for each client, ensuring clear communication channels and organization. Likewise, for different projects, you can set up separate workspaces, providing a centralized hub for collaboration and task management.
How secure is Clinked for storing client data?
Clinked prioritizes the security of client data and provides bank-grade security measures for file storage and accessibility. By leveraging robust encryption protocols, user authentication, and other security features, Clinked ensures that your clients’ data remains protected. This level of security builds trust with your clients and demonstrates your commitment to safeguarding their information.
Is Clinked loved by teams and individuals?
Yes, Clinked has garnered positive feedback from teams and individuals alike. According to Software Advice, it is well-regarded and highly rated by users. The platform user-friendly interface, comprehensive features, and secure environment have made it a valuable tool for businesses of all sizes. By using Clinked, you can streamline your business operations, engage with your clients effectively, and experience the benefits of a robust client portal solution.
What industries can benefit from using Clinked?
Clinked caters to various industries, including accounting, financial services, legal services, and more. Its versatility and customizability make it suitable for businesses that require secure collaboration, document management, and efficient client communication. Regardless of the industry, if your business relies on client interactions and needs a secure and organized platform to manage those relationships, Clinked can be a valuable asset.
What are the pricing options for Clinked?
For detailed pricing information, it is recommended to visit the Clinked website or contact their sales team directly. The pricing structure may vary based on factors such as the number of users, customization requirements, and additional features desired. By understanding your specific needs, Clinked can provide you with a pricing plan that aligns with your business requirements and budget.
What are the benefits of using Clinked?
Using Clinked offers several benefits for your business, including enhanced client collaboration, improved file sharing and organization, streamlined communication, increased productivity, and secure data storage. By centralizing client interactions and providing a branded portal experience, Clinked helps you create a professional image, build client trust, and differentiate your business from competitors. The platform features and integrations empower you to streamline processes and efficiently manage client relationships.
Does Clinked provide an API for integration with other systems?
Yes, Clinked provides an API (Application Programming Interface) that allows for seamless integration with other systems and software. The API enables you to connect Clinked with your existing tools, workflows, or custom applications, further enhancing the functionality and versatility of the platform. Through API integration, you can automate processes, synchronize data, and create a more cohesive and efficient workflow for your business.
Are there any FAQs available for Clinked?
Yes, Clinked provides a dedicated FAQs section on their website. This section covers commonly asked questions about the platform features, functionalities, and usage. Browsing through the FAQs can provide you with quick answers to specific inquiries and help you gain a better understanding of how Clinked can meet your business needs. If you have more specific or in-depth questions, it is recommended to contact the Clinked support team directly.
Where can I find additional resources about Clinked?
Clinked offers a range of additional resources to help you learn more about the platform and its capabilities. These resources include a help and learning center, a Clinked blog, case studies, and videos. The help and learning center provides detailed guides and tutorials on various aspectsof using Clinked effectively. The blog offers valuable insights, tips, and industry news related to client portals and collaboration software. Case studies highlight real-life use cases and success stories of businesses using Clinked, and videos provide visual demonstrations and walkthroughs of the platform features.
How can I get in touch with Clinked for more information?
To get more information about Clinked, you can visit their website and navigate to the “Contact Us” page. This page typically provides options to reach out to the Clinked team through email, phone, or a contact form. By reaching out directly, you can inquire about specific features, pricing, or any other information you need to make an informed decision about using Clinked for your business.
Are there any career opportunities available at Clinked?
If you are interested in joining the Clinked team, you can explore career opportunities by visiting their website’s “Careers” page. This page may provide information about job openings, company culture, and the application process. By considering a career with Clinked, you can contribute to the development of their innovative client portal software and become part of a dynamic and forward-thinking organization.
Is Clinked compliant with security and compliance standards?
Yes, Clinked prioritizes security and compliance. The platform adheres to industry best practices and complies with relevant security and data protection standards. For businesses operating in highly regulated industries or handling sensitive client information, Clinked compliance with security standards ensures that your data remains protected and that you can meet your regulatory obligations. Clinked may provide additional information or certifications regarding their security and compliance measures upon request.
How can I get customer support for Clinked?
If you require customer support for Clinked, you can typically access support options through their website. This may include a dedicated support page or a knowledge base where you can find answers to common questions or troubleshoot issues independently. Additionally, Clinked may offer a ticketing system or a contact form to submit specific support requests. By reaching out to the support team, you can receive personalized assistance to address any technical or operational challenges you encounter while using Clinked.
Where can I check the service status of Clinked?
To check the service status of Clinked, you can visit their website or support page. They may provide a service status page or a real-time system status indicator that informs you about any ongoing maintenance, updates, or service disruptions. This helps you stay informed about the platform availability and ensures you can plan your work accordingly. In the event of any service interruptions or issues, Clinked support team will work diligently to resolve them and restore normal operations as quickly as possible.
How can I stay updated with Clinked latest news and updates?
To stay updated with Clinked latest news and updates, you can subscribe to their newsletter or follow their social media channels. Subscribing to the newsletter allows you to receive regular updates, product announcements, and industry insights directly in your inbox. Following Clinked on social media platforms such as LinkedIn, Twitter, or Facebook enables you to stay informed about new features, events, and relevant news within the client portal and collaboration software space.
What are the terms of use for Clinked?
The terms of use for Clinked can typically be found on their website. These terms outline the rights, responsibilities, and limitations associated with using the Clinked platform. It is recommended to review the terms of use to understand the contractual agreement between your business and Clinked. If you have specific questions or concerns regarding the terms of use, you can reach out to the Clinked team for clarification.
What is Clinked privacy policy?
Clinked privacy policy details how they handle and protect user data. It typically covers aspects such as data collection, storage, sharing, and user privacy rights. By reviewing the privacy policy, you can gain insights into how Clinked safeguards your data and respects your privacy. If you have any questions or require further information about their privacy practices, Clinked privacy policy should provide the necessary details, or you can contact their team directly.
Is there a Data Processing Agreement available for Clinked European Union (EU) customers?
Yes, Clinked offers a Data Processing Agreement (DPA) specifically tailored for their European Union (EU) customers. The DPA ensures compliance with EU data protection regulations and outlines the responsibilities of Clinked and its EU customers regarding data processing, security, and privacy. If your business operates within the EU and requires a DPA to meet regulatory requirements, Clinked can provide you with the necessary agreement for review and acceptance.
Specification: Clinked
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5 reviews for Clinked
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Austin A. –
Clinked offers a robust platform that simplifies project collaboration like no other. Having integrated it into our daily operations, we’ve seen a significant boost in productivity.
Folley O. –
In our pursuit of a tool that could streamline our client interactions, Clinked emerged as a frontrunner. Its seamless integration with our existing systems has been noteworthy.
Melanie R. –
As someone who values data security above all, Clinked has met most of my expectations.
Melanie T. –
Our agency transitioned to Clinked last year, seeking better collaborative tools. Overall, the experience has been positive, with clear improvements in team communication.
Melissa M. –
Clinked has become an integral part of our project management landscape. Its comprehensive toolset addresses most needs effectively.