Client Management Software
Enhance client relationships with Clinked's online client management software. Manage communications, projects, and documents securely in one place for seamless collaboration—anytime, anywhere
Clinked: The Perfect Partner for Seamless Client Management
Streamlined Client Onboarding
Make a great first impression with a seamless and organized onboarding process.
Easily share documents, set up personalized client portals, and guide your clients through each step with clarity and efficiency.
Ready to enhance your onboarding process? Discover our client onboarding solutions.
Personalized Client Experience And Efficient Communication
Deliver a tailored experience that reflects your brand and meets your clients' unique needs.
By offering a customized portal, you give clients easy access to resources, updates, and communication tools, which increases satisfaction and builds long-term loyalty.
Keep your client communication clear and responsive with Clinked's client communication portal.
From @mention notifications to group chats and instant email alerts, staying in touch with your clients has never been easier, ensuring that everyone is on the same page.
All-in-One Client Portal with Centralized Project Management
Centralize all client-related activities within a secure, personalized client portal. Manage communication, share and collaborate on files, and provide clients with a seamless, branded experience.
With built-in project management tools, you can assign tasks, track progress, and collaborate on documents in real-time—ensuring projects move forward efficiently without scattered communication.
Everything your clients need is easily accessible in one place, making the entire process streamlined and organized.
Client portal software designed to protect your data
Comprehensive Features for Effective Client Management
Discover tools designed to streamline client interactions, organize tasks, and enhance collaboration. Clinked’s features empower you to manage client relationships efficiently and drive long-term success.
Zapier
Automate workflows in Clinked with Zapier, connecting thousands of apps for improved productivity and efficiency.
@mention messaging
Use @Mentions to boost collaboration. Notify team members instantly and increase visibility in their Activity Stream and email.
Email Notifications
Stay updated with Clinked’s email notifications. Get alerts for content changes, keeping you connected to important actions.
Group Chat and 1 to 1 Chat
Connect with your team using Clinked's secure Group Chat. Communicate in real-time, whether in groups or one-on-one.
Custom Domain
Use Clinked's Custom Domain for a branded portal experience, making access easier for clients and team members.
White-label
Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.
Duplicate Groups
Duplicate existing groups to save time. Quickly create new groups with the same structure and content.
File Approval
Manage document sign-offs efficiently. Track approvals or rejections within Clinked to ensure everyone is on the same page.
File Request
Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.
Adobe Acrobat Sign
Use Acrobat Sign integration for quick, secure document signing and storage in Clinked, ensuring compliance and efficiency.
White-label Mobile App
Offer a branded mobile app with Clinked’s white-label option, enabling seamless collaboration on the go for your clients.
Tasks Management
Manage tasks in Clinked by organizing, assigning, setting due dates, and tracking progress in a collaborative space.
Discover How Clinked Can Work for You
Over 3,000 clients in 40+ countries trust our client portal softwareto keep their business connected to their teams and customers
See Clinked in Action.
Make sure it’s the right fit for you. Explore the possibilities.
FAQs about Client Management Software
Learn how client management software helps businesses organize relationships by managing communication, projects, documents, and client data.
How much does Clinked cost, and what plans are available?
Clinked offers four pricing plans to cater to different business needs: Lite, Standard, Premium, and Enterprise. Pricing starts at $77 per month for the Lite plan, with features scaling up to the Enterprise plan, which includes custom options for larger organizations. Annual and two-year subscription discounts are also available. You can explore each plan’s features and choose the one that best suits your requirements on Clinked’s pricing page.
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