Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their industry. They must tailor their solutions to meet user demand and maintain brand consistency.

Accounting firms, for example, need a custom portal where users can securely share sensitive documentation. Marketing agencies need a collaborative platform to manage projects, teams, and clients in one place. The cloud-based client portal software provides bespoke customizations companies can leverage to streamline team workflows and improve business efficiency and user experience.

What is the purpose of a customer portal?

A customer or client portal offers a centralized space where teams can collaborate and communicate effectively among different members and clients. It gives complete visibility into the interactions and transactions. Everyone across the organization can keep up with the latest updates from tasks to documents, even on company discussions and events.

While purchasing and implementing client portal software is a big decision, businesses must choose a product they can tailor to white-label the user experience through personalized desktop and mobile apps. Clinked provides this option so companies can meet their organizational requirements with a custom portal that aligns with their brand.

Clinked is a highly trusted and widely recognized custom portal and virtual data room provider. It has been deployed in 22 countries with over 40,000 global users. It also supports 16 languages. Besides offering a collaborative space to manage clients, documents, and projects, it also provides an iOS and Android native app. Three thousand customers leverage its custom solution to maintain brand consistency, boost efficiency, streamline workflows, and improve client servicing for business profitability and high customer satisfaction.

It is ISO 27001 certified, Cyber Essentials certified, and GDPR compliant, ensuring data security and compliance for customers' safety and privacy. It also uses AWS to host its data centers for public cloud solutions, which adhere to the highest standards of information management systems and data privacy regulations. The cloud service provider complies with US federal government customer requirements, proven by its FISMA and FIP certifications.

Features of Clinked

Many businesses seek a customizable client portal because each use case is unique and requires a custom workflow. With white label customization and useful integrations, among other features, Clinked is a suitable option to achieve the best client portal experience.

Fully-tailored Design

Businesses can customize the client portal to their exact specifications. It provides infinite branding options, from the custom domain to the color scheme and logo placement, ensuring consistency of brand values and perception.

Simple Design Process

Clinked provides a gap analysis to help businesses establish their software requirements beyond the standard product. It offers mockups and wireframes based on the given requirements. The process is followed by cost estimates, where features are listed so businesses can control the cost of customized solutions. They also determine the features to be prioritized for the MVP (minimum viable product). The process is followed by a statement of work and then the building of the custom portal.

Native Mobile App

Affording the custom portal comes with an included native app. It is compatible with Android and iOS devices, featuring the same user-friendly functionality as the web-based version. Having a dedicated mobile app makes file sharing or communicating more accessible, especially for clients who are always on the go.

Cost Benefits of Existing Infrastructure

Clinked contains over 50 productivity features like Kanban view for tasks, member types, and subtasks in functions. These build the foundation of the unique design of the custom portal.

Quick Delivery

Once both parties have finalized the Statement of Work and signed the contract, Clinked can deliver the custom portal in less than a month. The software provider can also deliver in less than two weeks, depending on the complexity of the requirements.

Custom Capacity

Clinked provides at least 5TB of cloud storage so businesses can scale to accommodate their extensive client base. It can house a thousand users (or more), suitable for medium-sized businesses or enterprises.

Security

The custom portal also contains security features for the protection of its customers. Businesses can improve their security posture with two-factor authentication, requiring verification via traditional password-based authentication (user credentials) and passwordless authentication (smartphone).

Admins can require complex passwords from users to lessen the chances of security incidents attributed to credentials. They can also set up user-based permissions to restrict unauthorized users from accessing confidential files.

Clinked also features an audit trail that displays user activity. Admins can monitor the actions of business teams and clients, from who has viewed, downloaded, created, updated, deleted, or logged into their account. They can also generate CSV reports from the custom portal to document findings.

If ever a user fails six password attempts, Clinked automatically locks the account for one hour to prevent the likelihood of a security breach. The secure client portal software also uses end-to-end encryption, with 256-bit SSL in transit and AES encryption at rest, ensuring unbreakable security for data protection and user privacy.

Clinked also offers an off-the-shelf solution with customization options for interested partners with budget limitations. Rest assured, it still contains all the features for task and project management, with the flexible option to license for multiple years or on a monthly basis.

Conclusion

Thousands of satisfied customers recommend the custom design portal for its easy adoption, straightforward functionality, and bank-grade security. The cloud-based client portal software can also connect with a range of third-party apps, streamlining the workflows of business teams to achieve seamless client transactions.

Clinked offers a 10-day free trial so interested prospects can explore the client portal software and discover how it serves their diverse business needs. Book a demo now.