Client Portal: Streamline Your Business
Interact with clients in your own branded portal & mobile app to easily collaborate, share files & communicate in real-time.
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.
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.
So we’ve heard of a client portal, but what exactly is it & how can my business use one?Read now
Could your organisation benefit from a client portal? Take our quiz to find out the answer!Find out now
Clinked's customers share their experience on how they use their client portal to deliver more to their clients.Learn more
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.
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.
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.
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.
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.
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.
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.
A client portal should include the following features:
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.
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.
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:
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.
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.
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.
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.
Choose a Clinked Client Portal for your Business. Upgrade your client experience today with our fully white label, best in class client portal.