If you’re a client of ours, you’ll probably know about our integration with Zapier by now. The life saving tool that opens up a wide variety of workflows between your Clinked portal and thousands of your favourite apps.
Collaborating in a client portal involves either working with internal team members, external clients or more commonly both. Clear differences between the two mean that the way members are set up and the methods of collaboration will differ.
Client management tools allow businesses to gather information and details regarding their relationship with their clients. Check out our top 10 picks.