Best Client portal
I am an professional and need the following features at the minimum , to even consider using a client portal.
**1. User-Friendly Interface:**
The portal should boast an intuitive and user friendly interface.
**2. Secure Access and Authentication:**
**3. Customization and Branding:**
**4. Document Management:**
The client portal should support seamless document sharing, version control, and secure storage. Integration with cloud storage services.
**5. Communication Tools:**
Integrated communication tools, such as messaging and chat.
**6. Task and Project Management:**
Clients and team members can track project progress, view milestones, and receive updates, fostering transparency and accountability.
**7. Integration Capabilities:**
Seamless integration with other business tools and software, such as Jotform and Google.
**8. Customer Support **
This is Clinked's strongest point by far.
Clinked has them all and more.
I have been actually using clinked since it's first deal, and there is no other portal I would trust with my client data ( and I have almost all the deals)
Hannah_Clinked
May 9, 2024Hi there,
Thanks so much for your review 😊 ⭐
We look forward to assisting you as you continue your Clinked journey.
Best,
Hannah