Streamline your client onboarding process with Clinked. Automate workflows, send digital forms, enable secure document signing, and track progress in real-time—all through a fully customizable onboarding portal
Say goodbye to the hassle of client data collection with Clinked, which gathers and organizes essential details for a personalized onboarding experience.
Automate the process using native integrations like Jotform, Acrobat Sign, DocuSign, OneDrive, and Google Drive.
With Zapier and iframe support, seamlessly connect and embed any tool to customize the onboarding journey to your precise needs
With Clinked’s white-labeling capabilities, you can fully customize your client onboarding portal to reflect your brand’s identity.
From your logo and color scheme to the overall design, create a seamless extension of your corporate image that fosters trust and familiarity.
Clinked allows you to craft a consistent and professional experience that resonates with your brand, ensuring that every interaction reinforces your company’s values and image.
Clinked provides a dynamic platform to keep you connected with your clients at every step of the onboarding process.
Whether you need to chat one-on-one, message a group, or make a company-wide announcement, Clinked ensures transparency and quick responses to client queries—all in one place.
Tag or comment on files, events, and tasks to keep everyone aligned, making the entire onboarding experience smooth and connected.
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.
Automate workflows in Clinked with Zapier, connecting thousands of apps for improved productivity and efficiency.
Use @Mentions to boost collaboration. Notify team members instantly and increase visibility in their Activity Stream and email.
Stay updated with Clinked’s email notifications. Get alerts for content changes, keeping you connected to important actions.
Use Clinked’s Reachouts to share updates like newsletters or invitations instantly across groups, keeping everyone informed.
Use Clinked's Custom Domain for a branded portal experience, making access easier for clients and team members.
Impress clients with Clinked’s white-label options. Match your portal with your corporate branding for a cohesive experience.
Duplicate existing groups to save time. Quickly create new groups with the same structure and content.
Use Jotform integration to create forms, embed them, and store submission data as a CSV in Clinked.
Use File Request to collect files securely from non-members. Allow uploads directly to Clinked for efficient handling.
Use Acrobat Sign integration for quick, secure document signing and storage in Clinked, ensuring compliance and efficiency.
Manage tasks in Clinked by organizing, assigning, setting due dates, and tracking progress in a collaborative space.
Set specific access permissions for group content. Ensure proper access levels while maintaining control and security.
Learn how onboarding portals streamline client onboarding with secure forms, document sharing, and task tracking.
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.