Why choose Clinked? It’s easy to use and full of features!

 

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Experience The Power Of Client Portals

Clinked makes collaboration easy for you and your customers.

Bring your personal touch into a digital experience for clients that aligns with your style of service. Use a Clinked Client Portal to deliver consistency across all client interactions with your client-facing team working remote or mobile.

How Can Client Portal Help My Business?

Clinked client portal is designed to improve the way businesses work with external clients and partners, bringing them and your team together within a secure environment. Connect colleagues, clients and partners and join them in a central location for easy information sharing anytime and anywhere.

 

Let's talk about your requirements
What exactly is a client portal?

So we’ve heard of a client portal, but what exactly is it & how can my business use one?

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Does your firm need a client portal?

Could your organisation benefit from a client portal? Take our quiz to find out the answer!

Find out now
Client portal customer success stories

Clinked's customers share their experience on how they use their client portal to deliver more to their clients.

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Enhance Your Business Image

Brand your client portal and stand out from competitors. Get started by choosing your logo and domain name, before customizing your login page and the terminology throughout your platform.

  • White-label is available for all of our Clinked packages.
  • Use your own URL, e.g. https://www.clients.yourcompany.com.
  • Branded native mobile apps are available for Android and iOS.
  • Folders and files can be organised exactly the way you want them to create a familiar workspace for your team and clients.
  • Enterprise customers can add custom integrations.
  • Supported by 13 languages.

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A Secure Client Portal

Clinked’s client portal offers bank-level security to provide the best possible protection for your business and clients, so rest assured that the data being stored in your client portal is in the safest hands.

  • 256 bit SSL in transit and AES encryption at rest.
  • 1.2 TLS for all communication.
  • Two-factor authentication for secure access to your solution.
  • Account administrators can view all user activity in the audit trail.
  • IP restrictions available for Enterprise customers.
  • Private Cloud solution available.
Learn more about security

Your Office Can Be Anywhere

Getting started with Clinked is simple – all you need is a device and an Internet connection. Team members and clients can be located all over the world but are still able to work together efficiently and in real-time, with files and conversations syncing across all devices.

  • Share files and documents on-the-go with your mobile device.
  • Retrieve files instantly from the cloud.
  • Securely email files straight into your client portal.
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Collaborate And Communicate

Gain the much-needed transparency to see what’s going on with your team members, clients and stakeholders at all times. After setting up your projects and groups, invite team members to join you in working together.

  • Update clients with real-time activity streams and project progress management.
  • Assign tasks to individual team members or share the workload with more than one user.
  • Set deadlines for members and monitor project updates.
  • Have efficient discussions, communicate using @mentions and microblogging.
  • Manage important events with the group calendar.
  • Clinked’s group chat feature allows for faster communication, without the need for e-mail.

No.1 FTP Alternative

Clinked is fast, reliable and easy to use – you can get set up and start sharing within minutes, not days. Upload multiple files of an unlimited size and easily organize documents into structured folders for easy navigation and viewing.

  • Control file and folder permissions for internal members.
  • Request approvals on the latest documents and versions, including e-signatures.
  • Drag and drop files and folders to share large files.
  • Locate and bring up files and folders with the universal search bar.
  • View live previews of your documents without having to download them.
  • Integrate your Google Docs, Sheets and more.
  • Automate tasks & actions with Zapier.

Client portal is a number 1 FTP alternative (laptop with file transfer screenshot)

What is a Client portal

A client portal is cloud-based software that allows for secure interaction and file access, sharing and collaboration between a business and its clients. Client portal includes multi-level access restrictions that ensure that different user groups can access specific data in a specific way.

For instance, the clients can only access to their own files and the other clients’ data is hidden from them. At the same time, the employees of the business can access the data of all clients what are assigned to them, but cannot see other employees clients’ files. Client portal’s settings are highly customizable and can be changed depending on the specific situation.

What is a client portal used for?

A client portal is used to improve business’ communication and collaboration with clients and for secure files storage.

Clients get access to their files 24 hours a day and are able to upload, download and edit them in real time. They can communicate and collaborate with the business’ staff through messaging, discussions and one-to-one and group chat.

A client portal can be used to securely store and share documents with an option to provide multiple levels of access restrictions, starting from a very restricted access, when the user can only view the file for a limited period of time, but not edit or download it, to full access when the client can freely share, edit and delete the file.

Some client portals offer popular apps integrations that allow additional functionality, such as e-signatures.

What should a client portal include?

A client portal should include the following features:

What are the benefits of a client portal?

A client portal can benefit businesses by easing the workload of employees and helps them to provide excellent value-add to client relationships. Client portals open up broader channels of communications for companies working with geographical flexibility and allows businesses to scale value-add offerings to their client portfolio.

Why client portals are becoming a must for client-facing businesses?

Historically, client portals have been used as a tool for organisations to allow specific parties, often client or partnering organisations, to access documentation for viewing or downloading in a one-way communication channel, sometimes called an FTP site or VDR. These one-way channels ensured the correct parties were accessing the correct documentation. However, technology and client facing organisational needs are evolving. At Clinked, we believed client portals needed to evolve as well.

Today, client portals are innovating to offer higher service through providing mobile apps and integrations with other software applications. These innovations include replicating the functionality of many popular tools used for team collaboration that cannot be fully opened for security reasons with outside parties. Today’s technologies have increased the abilities of collaboration and whilst being a modern concept, many businesses see and reap the benefits of two-way channels for teams and clients.

Are client portals safe?

The short answer is – it depends on the provider! At Clinked we offer the best in class security for all our users – regardless of their package, including safe data transfers and storage, as well as TLS 1.2 standards for all communication. Our security features include:

How do I create a client portal website?

You can either create a client portal website from scratch or sign up for one of the existing SaaS client portal services, such as Clinked. The former option will be very costly because you would have to create various essential features that are available as standard from the existing providers and then also build your specific features on top. If you decide to join a cloud-based client portal service, your outlay can be as low as $99 per month for a full-featured, completely secure client portal that would satisfy most small business’ needs. If you require a custom portal, it is much cheaper and easier to go with an established client portal provider, and build you unique client portal on their existing infrastructure. Clinked offers custom-built client portals that are tailored to your specific needs and can be delivered very quickly. Contact us to discuss.

How do I add a client portal to my website?

It is very easy to add a client portal to your website. First, you will need to sign up to one of the client portal packages, customize your portal with your branding to make it indistinguishable from your existing website, set it up in a sub-folder of your website and then simply add a link to your website’s menu, or use a custom domain feature to set up your portal on a subdomain your site. For instance, it can look like https://www.clients.your-organization.com, or like http://www.your-organisation-clients.com.

Why should my business invest in a client portal?

The adoption of client portals have become standard operational features for many businesses working with multiple businesses or clients for three key reasons:

Businesses have been able to educate teams and clients on the benefits of a client portal as a central hub of information and platform to access data. It has become an attractive asset due to the flexibility allowing teams and clients to collaborate securely on demand.

How much does a client portal cost?

The prices vary based on your business’ needs and the amount and type of features that your business requires. For the most basic client portal you can expect to pay as little as $20 per month, the average SME would probably have to budget for $100-500 per month. There is also an option of a completely custom client portal where the design and functionality is tailored to your businesses needs precisely. The cost would then include an initial design fee, which varies from several thousand US Dollars to hundreds of thousands if not millions for some large corporations. You can see Clinked pricing here.

Streamline your business. Engage your clients.

Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.

Clinked Client Portal Free 10 Day trial